Defining Criteria

Based on the price program type, you must define the criteria for a price program before making it available to customers. If a sales representative wants to apply this price program to a customer's purchase, the criteria you define here will determine if that purchase qualifies for the price program. You can define two types of criteria based on:

The past purchases of customers or rolled-up metrics of past purchases.
The data from the line item, header, lookup objects, and child objects of the lookup objects for a quote or an order.

You can also define additional filter criteria to determine which products this price program applies to.

By default all the criteria is in the AND condition, however you can modify the condition manually. For example, If you want the 'Criteria Expression' to be generated automatically as per the created rows with AND operation, you can keep the 'Logic' as Turned Off. By doing this, all the criteria will have by default AND operators in between and the string will be generated as 1 AND 2 AND 3 automatically. Whereas, if you want to create the expression string manually, then the 'Logic' should be turned on and you can create expressions manually such as 1 AND (2 OR 3), (1 OR 2) AND 3 etc.

Do one of the following:
- If you are creating a new price program, complete Defining Scope for Price Program before defining the criteria.
- If you are editing an existing price program, then navigate to Incentive > Price Program and click the price program name. Click Edit > Save & Next to navigate to Criteria page.

Define values for the fields described in the following table.


Field	Description
Field	Select an option from this list of fields to which the price program must be applied. The fields available depend on what Reference Data Source you selected while defining information for price program.
Operator	Based on the field, select an operator from the drop-down list.
Value Type	select a value type from the drop-down list.
Value	This field is visible only if you select Constant from the Value Type drop-down. Enter a simple constant value or select single or multiple values using the search widget depending on the field type and operator you defined for the primary data source. If you select Product from the Field drop-down, you can search for a product by its name or code in the Value field. The search results display the product name and code wherever applicable. If a product has a code defined, the search result displays the name and code; otherwise, the search result displays only the name.

Click Add Criteria to add a new row.
By default all the criteria are in the AND condition. If you want to modify the logic then toggle on for the logic and enter the condition manually.
Click Save to save the changes or click Save & Next

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Defining Criteria

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