Price Rule Search

You can narrow down the price rules using the search feature. You can either define search criteria to search for a range of price rules or use the price rule search option.

Basic Search

In basic search, you can search for a price rule using keywords. For example, you can search using the name of the price rule. 

  1. In the Search this list field, enter a keyword related to your price rule name.
  2. Click the search icon  or press Enter. CPQ returns all price dimensions that contain that keyword in the price dimension names.

Sorting Price Rule

You can sort the price rules by clicking the column names. The price rules are sorted alphabetically. Every time you click the column name, the sorting switches between ascending and descending order. You can adjust the column width by dragging the columns. Hover near the column boundaries till two-way arrow appears. Click when the arrow appears and drag left or right to adjust the column width.

To create a price rule

  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 price rules, you can perform the following actions on the list of rules:
      1. Click Create New. The Create New Price Rule pop-up is displayed. Go to step 4.
      2. Click the required price rule name link to open the price rule details page.
      3. Rearrange the sequence of rules using the icon. 
      4. Turn the Is Active? setting on to make the rule active.
      5. Click the ellipsis icon for the rule and click Delete.
        • If there are no unsaved changes, the Delete Price Rule pop-up is displayed. Click Confirm.
        • If there are unsaved changes, the a pop-up is displayed prompting your confirmation. Click Discard Changes. The Delete Price Rule pop-up is displayed. Click Confirm.
    • If there are no rules created, click Create New on the required rule type.
      1. Dimension
      2. Condition

  4. Enter the following details:

    FieldSetting

    Price Rule Name

    		Enter a mandatory rule name.

    Sequence

    		Enter a mandatory sequence for the rule.

    Description

    		Enter a description for the rule.

    Active

    		Turn this setting on to make the rule active.

    Stop Processing More Rules

    		Turn this setting to indicate that if the ruleset is satisfied, CPQ does not process any more rules.

    Adjustment Applies To

    Select an option to which the adjustment is applied. This is for line item adjustments only. Supported values are:

    • Base Extended Price

    • Base Price (this is the default value)

    • Extended Price 

    • List Price

    Adjustment Charge Type

    Select an option to set summary level adjustments as a charge type. Supported value is Adjustment (this is the default value also).

    Allow Renewal of Adjustment

    		Turn this setting on to allow complete removal of a price adjustment.

    Rule Type

    Select a rule type. Supported values are:

    • Dimension
    • Condition

  5. Under Dimensions:

    The Dimensions section is applicable for Dimension rule type.

    1. Click Add Dimensions.
    2. In the Dimension field, search and select a dimension.
    3. In the Dimension Value field, select an option. Supported values are:
      • Discrete
      • Range
      • Weighted Range
      • Cumulative Range - Line Item
      • Cumulative Range
  6. Click Save.