Inclusion rule use case: You have a product A and product B. You want to set up an inclusion rule such that when a user selects Product A, a warning message is displayed to include Product B.

To set up an inclusion rule

  1. On the Constraint Rule Condition Detail page, in the Criteria section, from Product Scope, select Product.
  2. In Product, enter Product A as the product and in the Match Conditions section, select Match in Primary Lines and click Save.
  3. On the Constraint Rule Action Detail page, in Message, type {0} requires {1}. {0} denotes the condition product and {1} denotes the action product.
  4. From Action Type, select Inclusion and from Action Intent, select Show Message.
  5. From Action Disposition, select Warning.
  6. From Product Scope, select Product and in Product, enter Product B as the product.
  7. In the Match Conditions section, select Match in Primary Lines and click Save.

The inclusion type rule is saved and added. On the catalog page, when a user selects Product A, the system shows a warning message.

CPQ provides support for maximum products to be added to cart using Inclusion Prompt Rule. Hence, you need to set minimum and maximum both values in order to add products and CPQ disables all remaining option products that go beyond the maximum number post selection. If you select less than the maximum value, you have to manually close the prompt as the prompt closes automatically only when the maximum number is reached.

To enable checkboxes in the prompt, select Show Checkbox In Rule Dialog in Configuring Configuration Engine Settings.

Auto-Inclusion with Line Item Updates


While creating auto-inclusion constraint rules, you can specify an Action Criteria based on which products are auto-included. For every new product auto-included, line items are added to the cart. You can now update the fields of the auto-included line items, such as, quantity, term, base price, and adjustment type. You can also update the fields based on condition defined in the Update Expression field.

CPQ displays the Auto-Included Product  icon to distinguish auto-included line items in the cart. The icon is displayed on auto-included standalone, bundle, and option products.

Note

Line updates are only applicable on Auto-inclusion rules with the scope as product. Add only 10 line item expressions. Please consult with Conga before adding more than 10 action expressions. There may be a more optimal way of approaching the requirement.


Scenario 1
If you purchase ten chargers or more, you can offer 2 USBs free. In this case, if the quantity of chargers in the cart is updated to >=10, then auto-include USB to the cart with the quantity set to 2, adjustment type set to % discount, and Adjustment value set to 100.

If the quantity of the chargers on the criteria line item is updated to less than 10 then auto remove Auto included USB line item from the cart.

Scenario 2

If you purchase a product with selling term greater than 2 years, you can auto-include 1 year of Premium Maintenance for free. In this case, if the Term of the product line item in the cart is updated to >=24, then auto include another line item in the cart for Premium Maintenance with term set to 12 months, start date set to start date of the criteria line item, adjustment type set to % discount, and Adjustment value set to 100.

If the term of the product on the criteria line item is updated to less than 24 then auto remove Auto included Premium maintenance line item from the cart for each Quantity.

Scenario 3

For every 10 chargers you buy, auto-include 2 chargers. In this case, if the quantity of chargers in the cart is updated to 56, then auto include another line item in the cart for chargers with quantity set to 10 (56/10 = 5), adjustment type set to % discount, and Adjustment value set to 100.

If the quantity of the chargers on the criteria line item is updated to 60 then the quantity of the Auto included charger line item in the cart is updated to 6 from 5.

If the quantity of the chargers on the criteria line item is updated to 45 then update quantity of Auto included charger line item in the cart to 4 from 5.

If the quantity of the chargers on the criteria line item is updated from 56 to less than 10 then auto remove Auto included charger line item from the cart.

To specify line item updates to Auto-Included Products

  1. Navigate to CPQ Console, click Inclusion Rule. All the Inclusion Rules are listed.
  2. Click Edit Action Expression next the Message field. The Edit Action Expressions popup appears.
  3. Select the field you want to update and click the Expression field. The expression builder appears.
  4. Specify the Expression using which the Line Item Field is populated. For example, you can populate the Adjusted Price as 100 percent for an Auto-included Line Item. You can also update the Line Item field based on rollup field you have defined. Specify the roll up field name.

Adding a product that triggers an auto-inclusion rule, adds another product as a line item whose fields can be populated using the Expression Builder.

Added By and Added By Rule Info

The fields Added By and Added By Rule Info on the Line Item detail page of a product holds the information about how the product was added to the cart. The Added By field holds the value Constraint Rule when the product was added through a constraint rule or User when the product was added by a Sales Rep. The field Added By Rule Info is only populated when the product is added by auto-inclusion or prompt inclusion constraint rule. The information about the constraint rule is displayed in Added By Rule Info field.