When you define the criteria of you promotion, you will require reference to Order Line item, Asset Line Item, Related Line Item, historical purchase summary, or other child objects of a look up object. These look-up objects can be Account, Contact, or User in the Promotion Criteria. You will need the Search Filter (CPQ) of type Child Filter. Using these child filters, you can also create the Price Dimensions to use in Benefit Matrix. 

For example, you are a marketing manager who must define a promotion. You want to create and roll out a promotion that is applicable only to one specific asset. You must create a filter so you can reference the specific asset and map it to a field and specify a definite value.

To create a Search Filter, 

  1. Click Search Filter (CPQ) > New.

  2. Enter values for the fields described in the following table.

    FieldDescription
    Filter TypeSelect Child Filter.
    Business ObjectSelect that Object you want to create a filter for.
    Value ObjectSelect the object whose value you want to search for.
  3. Click Next.

  4. Enter values for the fields described in the following table. 

    FieldDescription
    Filter NameSelect Child Filter.
    SequenceSelect that Object you want to create a filter for.
    DescriptionSelect the object whose value you want to search for.
    ActiveSelect the check-box to activate this filter.
    Filter Criteria
    FieldSelect the field you want to reference.
    OperatorSelect the appropriate operator.
    Map ToSelect the field that you want to map your search filter to.
    ValueSelect the field whose value you want to populate in the promotions criteria.
  5. Click Save.