The Manage Rollups page in the CPQ Admin user interface holds all the existing rollup type numeric expressions that you created. You can search, open, update, or create rollups from the Manage Rollups page. In CPQ Admin, Go to the Products tab and from the dropdown click Manage Rollups. A list of all the existing rollups is displayed with the fields Rollup Name, Active, Update Field and Is Modifiable. There are various functionalities available for you to manage rollups.
You can search for a rollup on the Manage Rollups page using the Search Rollups bar. You must search using any keyword that the rollup name contains. Click the rollup name to view the related information on the Details page. The fields like Name, Update Object, Update Field, Value Expression and, Operator are displayed on the Details page. You can update the rollups on this page as well.
You can create new rollups using the New Rollup button on the Manage Rollups page and Details page of the rollups.
To create new rollups
Follow the steps below to create new rollups.
- Click New Rollup. The Details page is displayed.
Fill in the following information in the fields displayed on the Details page. Because you are creating rollups from the Manage Rollups page, only the values relevant to rollups are displayed in the dropdown of the fields listed below.
Field Description Name Enter the name of the rollup Active Toggle the button to the right-hand side to activate the rollup Is Modifiable Toggle the button to the right-hand side to enable editing of the rollup Expression Type This field is populated by default with the value Rollup. Expression Context Select the value Rollup from the dropdown. Source Object Select the value Line Item from the dropdown. Scope
Select one of the following values that are displayed in the dropdown:
- Header Level: to apply rollup on fields at header level
- Product: to apply rollup on the product line items
- Product Group: to apply rollup on the product group level.
Enter the filter expression. Use the expression builder to create a formula.
Update Object This field is populated by default with the value Line Item Rollup Update Field Select the field on which you want to apply the rollup. Operator Select an operator from the dropdown. Value Expression Enter the value expression. Use the expression builder to create a formula.
- Click Save.
- Click the menu icon ( ) next to the New Rollup button. Click Update Field Expression Criteria Fields to execute the batch job.