Price Books and Configuration Rules (Doc ID 1660232.1)

Last updated on JUNE 02, 2017

Applies to:

Oracle BigMachines CPQ Cloud Service - Version 11.0 and later
Information in this document applies to any platform.

Goal

Oracle CPQ Cloud allows price books to be used in configuration rules as a variable in rule conditions and actions. For example, you can use a Recommendation Rule to force set a Price Book.  Constrained Price Books are removed from the Price Book list unless they are currently selected, in which case they will appear marked. You could also use a Price Book as a rule condition for a Hiding Rule and hide particular attribute when a certain price book is selected. 

End User Interaction 

There are many ways in which the user can find themselves interacting with Price Books that are rule inputs of Configuration rules.  Here are a few of the more common uses: 

Recommendation Rule

When a price book is used as the action attribute in a Recommendation Rule, it will be Forced Set for the user, meaning they will not be able to change it.   In the example below, a Recommendation Rule is running that says when Girl Scouts is selected as the Group, then the Price Book should be set to Scouting.  Notice that it is read only. 

 

Solution

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