You can create Dimension or Condition type price rule entries as per the requirement.

Dimension

  1. Go to ADMIN SETUP > Pricing Administration > Price Rulesets. The Price Rulesets page is displayed.
  2. Click the required price ruleset name link to open the Price Rulesets details page.
  3. Click the Price Rules tab.
    • If there are existing metrices, click the required price rule name link to open the price rule details page.
    • If there are no metrices created, create a price rule. For more information, see Creating a Price Rule.

  4. On the Entries tab, click Add. A price rule entry is added.

  5. Enter the following details:

    FieldDescription
    <dimension>

    Enter a value for the dimension.

    The number of dimensions depends on how many dimensions you have configured for the price rule.

    CPQ now supports wildcard entries ('*') for dimensions.

    Adjustment AmountEnter a percentage or a number to adjust the price.
    Adjustment TypeSelect the kind of adjustment required if the criteria is met. For example, an override to a list price, markup, or discount. 
    Adjustment Amount SourceSearch and select a field from where the adjustment must be sourced.
  6. Click Formula Builder icon  to define the adjustment amount on price rule entry as an expression to have a dynamic adjustment value.
    1. Go to the Field tab and search for your desired field from the list. Click the arrow next to the field name to view and select its related child fields. The formula expression, determined by the selected object-field and/or subfield, appears on the right panel of the formula builder.
    2. Click Insert to add it to the expression.
    3. Go to the Functions tab, select a function from the list, and click Insert to add it to the expression.
    4. Click any operator available below the expression window to add it to the expression.
    5. Continue building your expression.
    6. Click Clear to remove the entire expression, or manually remove it by pressing the Backspace key.

    7. Click Validate to check your formula. The application verifies the formula and displays a confirmation message if it is valid. If the formula is invalid, an error message is displayed.

    8. Click Save.
  7. Turn the setting Copy the current data in new row on to copy the details of a price rule entry to the next entry.
  8. In the Number of rows field, enter a value of how many rows you want to add.
  9. Click the ellipsis icon () for the entry and click Delete.
    1. If there are no unsaved changes, the Delete Price Rule Entry pop-up is displayed. Click Confirm.
    2. If there are unsaved changes, the a pop-up is displayed prompting your confirmation. Click Discard Changes. The Delete Price Rule Entry pop-up is displayed. Click Confirm.
  10. Click Save.

Condition

  1. Go to ADMIN SETUP > Pricing Administration > Price Rulesets. The Price Rulesets page is displayed.
  2. Click the required price ruleset name link to open the Price Rulesets details page.
  3. Click the Price Rules tab.
    • If there are existing metrices, click the required price rule name link to open the price rule details page.
    • If there are no metrices created, create a price rule. For more information, see Creating a Price Rule.

  4. On the Entries tab, click Add. A price rule entry is added.

  5. Click Add Condition. The Charge Type Criteria pop-up is displayed.
    1. On the Line Items tab, enter the following details:
      1. Field: Select a field on the product. You can select custom fields also.
      2. Operator: Select an operator.
      3. Value: Enter a value.
      4. Click Add Criteria to add one more criteria.
      5. Click the remove icon () to remove a criteria.
      6. Click Remove All to remove all criteria.
      7. Turn the Logic button on and enter a value in the Logic field when you add multiple criteria.
      8. Click Save. A criteria is added under the Condition column.
    2. On the Product Attributes tab, enter the following details: 
      1. Field: Select a field on the product. You can select custom fields also.
      2. Operator: Select an operator.
      3. Value: Enter a value.
      4. Click Add Criteria to add one more criteria.
      5. Click the remove icon () to remove a criteria.
      6. Click Remove All to remove all criteria.
      7. Turn the Logic button on and enter a value in the Logic field when you add multiple criteria.
      8. Click Save. A criteria is added under the Condition column.

  6. Enter the following details:

    FieldDescription
    Adjustment AmountEnter a percentage or a number to adjust the price.
    Adjustment TypeSelect the kind of adjustment required if the criteria is met. For example, an override to a list price, markup, or discount. 
    Adjustment Amount SourceSearch and select a field from where the adjustment must be sourced.

    You can add dynamic adjustment amounts to price rule entries, using the formula builder to define expressions for both static values and formula fields.

  7. Click Formula Builder icon  to define the adjustment amount on price rule entry as an expression to have a dynamic adjustment value.
    1. Go to the Field tab and search for your desired field from the list. Click the arrow next to the field name to view and select its related child fields. The formula expression, determined by the selected object-field and/or subfield, appears on the right panel of the formula builder.
    2. Click Insert to add it to the expression.
    3. Go to the Functions tab, select a function from the list, and click Insert to add it to the expression.
    4. Click any operator available below the expression window to add it to the expression.
    5. Continue building your expression.
    6. Click Clear to remove the entire expression, or manually remove it by pressing the Backspace key.

    7. Click Validate to check your formula. The application verifies the formula and displays a confirmation message if it is valid. If the formula is invalid, an error message is displayed.

    8. Click Save.
  8. Turn the setting Copy the current data in new row on to copy the details of a price rule entry to the next entry.
  9. In the Number of rows field, enter a value of how many rows you want to add.
  10. Click the ellipsis icon () for the entry and click Delete.
  11. Click Save.