Condition

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

  4. On the Entries tab, click Add. A price waterfall 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:

    Field

    Description

    Adjustment AmountEnter a percentage or a number to adjust the price waterfall.
    Adjustment TypeSelect the kind of adjustment required if the criteria is met. For example, an override to a list price, markup, or discount. 
    Adjustment Source

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

  7. Turn the setting Copy the current data in new row on to copy the details of a price waterfall 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.
  10. Click Save.

The Price Waterfall page shows API error messages for invalid override adjustment values. The system disables the save button until all fields are completed and hides empty line item sections.

Dimension

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

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

  5. Enter the following details:

    Field

    Description

    <dimension>

    Enter a value for the dimension.

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

    Adjustment AmountEnter a percentage or a number to adjust the price waterfall.
    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 SourceYou can add dynamic adjustment amounts to waterfall rule entries, using the formula builder to define expressions for both static values and formula fields. 
  6. Turn the setting Copy the current data in new row on to copy the details of a price waterfall rule entry to the next entry.
  7. In the Number of rows field, enter a value of how many rows you want to add.
  8. Click the ellipsis icon () for the entry and click Delete.
    1. If there are no unsaved changes, the Delete Price Waterfall 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 Waterfall Rule Entry pop-up is displayed. Click Confirm.
  9. Click Save.

The Price Waterfall page shows API error messages for invalid override adjustment values. The system disables the save button until all fields are completed and hides empty line item sections.