Creating a Price Ruleset

To create a price ruleset

1. Go to ADMIN SETUP > Pricing Administration > Price Rulesets. The Price Rulesets page is displayed.
2. Click Create New. The New Price Ruleset pop-up is displayed.

3. Enter the following details:

   Field	Description
   Price Ruleset Name	Enter a mandatory name for the ruleset.
   Sequence	Enter a mandatory Sequence in which the system will evaluate multiple rulesets. Typically, you will perform line item adjustments first and then any summary adjustments
   Description	Enter a description for the ruleset.
   Active	Turn this setting on to set the ruleset as active.
   Stop Processing More Rules	Turn this setting on to indicate that if the ruleset is satisfied, CPQ does not process any more rules.
   Enable Data Range	Turn this setting on to set the effective date and expiration date on the rule entry.
   Effective Date	This field is visible only if you turn the Enable Date Range setting on. Select an effective date for the rule. It is a mandatory field.
   Expiration Date	This field is visible only if you turn the Enable Date Range setting on. Select an expiration date for the rule. It is a mandatory field.

4. Click Save. A price rule is created and you are redirected to the price ruleset details page.
5. On the Details tab, you can update the details if required.
6. Click the Condition & Charge Type Criteria tab and enter the following details:
7. Under the Conditions section:
   1. In the Price List field, search and select a price list.
   2. On the Product Family drop-down, select a product family.
   3. On the Product Category drop-down, select a product category.
   4. On the Product Group drop-down, select a product group.
   5. On the Category drop-down, select a category.
   6. On the Charge Type drop-down, select a charge type.
8. Under the Application section:
   1. Application Level: Select a level to which this ruleset will be applied. The supported values are:
      • Line Item: Selecting this will apply the line item adjustment within the line item net price in the shopping cart.
      • Bundle: Selecting this will apply the adjustment to a bundle and its options and the adjustment is displayed in the Totals tab in the shopping cart.
      • Aggregate: Selecting this enables the Application Method field.
   2. Application Method: This field is enabled if you selected Aggregate from the Application Level drop-down list. This indicates that you want the adjustment to select products in aggregate but apply an adjustment as a summary line in the Totals tab or spread the adjustment over numerous products. The supported values are:
      • Apply to Line Items: Applies the adjustment to line items on the cart.
      • Create Summary Lines: Applies the adjustment as a summary line in the Totals tab on the cart.
9. Under Charge Type Criteria, add a criteria. This allows you to set criteria for a line item rule or a bundle, depending on the Application Level you have selected, such that the ruleset only applies when it satisfies a line level field value or a product attribute value.
   1. Click Rule Set Criteria. The Charge Type Criteria pop-up is displayed.
   2. 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.
   3. 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.
   4. Click Save on the price ruleset details page.

To delete a price ruleset

1. Go to ADMIN SETUP > Pricing Administration > Price Rulesets. The Price Rulesets page is displayed.
2. Search for the price ruleset you want to delete.
3. Click the ellipsis icon  next to the price ruleset name and click Delete. The Delete Price Ruleset pop-up is displayed.
4. Click Confirm.