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Setting Up RangeAttributePricingMatrix
The RangeAttributePricingMatrix enables you to implement attribute-based pricing that evaluates a range of numeric values in an attribute or a field. Using this approach, you can override pricing for a product when, for example, the Quantity field on the line item exceeds a certain threshold or the numeric value of an attribute falls within a certain range. You can also use this matrix to allow volume-based pricing simply based on quantity alone (no attributes necessary).
SourceTargetAttributePricingMatrix is part of the Attribute/-Based Pricing process.
If you are using Energy & Utilities Cloud, see Attribute-Based Pricing with Usage Pricing and Cost and Margin for how to edit pricing matrices for commodity products.
This calculation matrix is preconfigured with the column headers that define the source products, product attributes, MRC and NRC prices, and the Quantity field as an example. Before deploying it, you must populate the matrix with data. You can enter data manually to import a comma-separated values (CSV) file.
The data type of the column used to define the range should be Text Range for Order Product, Quote Product, or Opportunity Product sObjects or product attributes.
Each range defined for an attribute or field must not overlap with a range on another row of the matrix. For example, do not create a range like this: 0-10 on one row and 10-20 on another row. In this case, the pricing plan service has two matches when the attribute or field is set to 10. Instead, specify 0-9 in one row and 10-19 in another row to ensure the pricing plan service finds a single match when evaluating the matrix.
When entering a range for an attribute, specify two numbers separated by a dash; for example, 10-19.
If you have multiple attribute values, separate them with semi-colons, even those with ranges as shown in the highlighted example below.
Create a separate column for each field that must be evaluated. Use the API field name for the column header name. In this sample matrix, the range field is Quantity.
To combine target product and path pricing with range pricing, add a Target Product Name column and adjust the calculation procedure to include the Target Product Name in the output.
If desired, you can delete the Characteristic Name and Characteristic Value columns from the matrix, and use only the Quantity field to create a simple volume-based pricing matrix that does not include any attributes.
The RangeFields parameter in the Pricing Plan Step should correspond to the API name of the column designated as a Range type.
- Navigate to the Vlocity Calculation Matrices tab, and find the RangeAttributePricingMatrix that you installed from the DataPack.
- Click RangeAttributePricingMatrix.
- Scroll to Vlocity Calculation Matrix Versions related list at the bottom of the page.
- Click RangeAttributePricingMatrix v1.
- In Vlocity Calculation Matrix Version Detail, click Create New Version.
- Expand the Table related list.
- Enter your data using the user interface in the Enter New Data for Inputs section, or click the Upload CSV button to import a comma-separated values (CSV) file.
- Click Save Data.
- At the top of the page in the Vlocity Calculation Matrix version Detail, click Edit.
- In the Priority field, enter 10 or a value greater than the priority on the v1 matrix included in the DataPack.
- Check Enabled.
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Click Save.
After you've entered your data, go to the next step. Setting Up a Calculation Procedure s for Attribute-Based Pricing.
