Price Pipeline Ruleset Name

Enter a mandatory price pipeline ruleset name and a mandatory sequence in which the system will evaluate multiple rulesets. Typically, you will perform line item adjustments first and then any summary adjustments

Is Active

Select this to set the ruleset as active.

Enable Currency

Select this to enable currency for the Price Pipeline Ruleset.

Currency

Select the currency for the Price Pipeline Ruleset.

Short Description

Enter a description for the ruleset.

Effective Date

Not required as long as the Price Pipeline Ruleset is Active, but can be used for promotional rules, and more.

Expiration Date

Select an expiration date.

Price List

Select a price list. The ruleset will only source product prices with the selected price list and then apply adjustment criteria.

Product Category

Select a category. The ruleset will only source product prices within the selected category.

Category

Select All, Agreement, or Proposal. This indicates if the ruleset is relevant to Agreements, Proposals, or both.

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 Methodfield.

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.

Enable Date Range

Selecting this enables you to set the effective date and expiration date on the rule entry.

Product Family

Select the Product Family. This is the Product Family field on the products object. The ruleset will only source product prices with the selected Product Family.

Product Group

Click to search and select a custom product group to the ruleset will apply the pricing adjustments. These custom product groups have no relation to a category, a Product Family, or any other product designation.

Charge Type

Select a charge type to which the ruleset will apply adjustments.

Ruleset Criteria

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. Click the icon to fill in your criteria.