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Context Rules and Advanced Rules Frameworks
Industries CPQ has two rules frameworks that work in tandem: context rules and advanced rules.
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Use the context rules framework to determine what products, promotions, and prices appear in the Industries Cart. You can specify when to apply a penalty for cancellations and what the penalty will be.
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Use the advanced rules framework to design product compatibility rules based on conditions in order line items and related objects. You can also create advanced pricing, availability, and eligibility rules.
You can use rules to change standard product and pricing behaviors in Industries Cart. Rules are essential to creating the perfect order. You control all the products and services you offer to your customers, and offer them at the right prices.
After You Edit and Before You Test Rules
After you edit a context or advanced rule, and before you test it in Industries Cart, you must refresh the Platform Cache to activate the rule.
See Refresh Platform Cache (Full) and Refresh Platform Cache (Incremental)
- Context Rules or Advanced Rules: What Type to Use?
Because context rules and the advanced rules frameworks work together, you must determine what type of rule to use to accomplish your business objective. - Context Rules Framework
Use the context rules framework to build rules that change what products, promotions, and prices appear for customers. You can also apply penalties for promotions or contracts that are canceled.You can also create rules to ensure pricing adjustments are allowed only in certain conditions. Context rules work together with advanced rules framework to ensure all orders are configured and priced correctly. - Advanced Rules Framework
Advanced Rules Framework allows you to design sophisticated natural language criteria along with customizable interfaces to ensure the right products are available to eligible customers at the right price in the right configuration. Advanced Rules determine which products and under what circumstances they apply using Entity Filters, and they are built using Rule Builder. You can use Advanced Rules to create rules that depend on context, product attributes, and multiple criteria.
