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Define Rules Engine with Transaction Processing Types
Create Transaction Processing Type records to define the rules engine that you want to use to process configuration rules. Then, specify the default transaction processing type on the Revenue Settings page.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions of Revenue Cloud with the Revenue Cloud Growth license or the Revenue Cloud Advanced license |
Constraint Rules Engine services aren’t available in Government Cloud or in orgs within the EU Operating Zone (OZ). For more information, contact your Salesforce account executive.
Configure the transaction processing type with the appropriate RuleEngine value:
- To use Business Rules Engine, specify StandardConfigurator as the RuleEngine value.
- To use Constraint Rules Engine, specify AdvancedConfigurator as the RuleEngine value.
Sales reps can’t see the fields in Transaction Processing Type records. If necessary, append the name of the rules engine to the Transaction Processing Type record name.
Set the default transaction processing type only if you plan to use Business Rules Engine. When you enable Constraint Rules Engine, AdvancedConfigurator automatically becomes the default rules engine.
When users create quotes and orders, the Transaction Type field is automatically populated with the default Transaction Processing Type record. The Transaction Type field on a quote or order determines the rule engines that's used to validate product configurations, and to execute configuration rules and constraints.
| Enabled Feature | Rules Engine Used | Conditions |
|---|---|---|
| Only Constraint Rules Engine is enabled | Constraint Rules Engine | Configuration rules are run by using Constraint Rules Engine. |
| Only Business Rules Engine is enabled | Business Rules Engine | StandardConfigurator is specified as the rule engine in the associated Transaction Processing Type record. |
| Only Business Rules Engine is enabled | No rules engine used | There's no Transaction Type value on quotes and orders, or no Rule Engine value on the Transaction Processing Type record. |
| Both rules engines are enabled | Business Rules Engine | StandardConfigurator is specified as the rule engine in the associated Transaction Processing Type record. |
| Both rules engines are enabled | Constraint Rules Engine | StandardConfigurator is not specified as the rule engine in the associated Transaction Processing Type record. |
