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Setting Up SourceTargetAttributePricingMatrix
SourceTargetAttributePricingMatrix enables you to implement attribute-based pricing based on source and target products. Using this approach, you can adjust pricing for one product based upon the attributes of another product. You can also use a parameter on the pricing plan step to specify the path to specific products in a bundle.
SourceTargetAttributePricingMatrix is part of the Attribute/Volume Based Pricing DataPack from the Vlocity Process Library.
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 has been preconfigured with the column headers that define the source products, product attributes, MRC and NRC prices, and the target product name. Before deploying it, you must populate the matrix with data. You can enter data manually in the UI or import a CSV file.
Special Considerations for Target Products
Target product pricing has requirements and limitations.
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Target Product Name must be the name of the product to price depending on the attribute values of the source product. All products that match the Target Product Name in the cart receive the pricing override.
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To minimize the number of matrices that you must maintain, you can use the same matrix to include products that do not have a target product alongside products with a target product. To use this approach, use the SourceTargetAttributePricingMatrix, and, for those products that do not have a target product, enter a target product name that is the same as the source product name, which will apply the pricing override to the source product.
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Due to the way that a calculation matrix requires input data to be unique across all the rows in the matrix, you cannot use source-target attribute-based pricing to change more than one child product in a bundle.
Target Products within a Bundle Using Target Path
To price the same product differently based upon the bundle it is in, pass the target product and path using a parameter in the pricing plan step.
For more information on how to format the path parameter, see Set Up a Custom Pricing Step for Attribute-Based Pricing.
In your matrix, enter the parameter value that is passed on the pricing plan step as shown below.
Enter Data in SourceTargetAttributePricingMatrix
If you enter a product name with no path, all matching products in the cart have price changes per the matrix. If no path is specified in the pricing plan step, the pricing override applies to all target products that match the target product name. If a path is specified, however, pricing override will be applied specifically to the path + Target Product Name that is defined.
- Navigate to the Vlocity Calculation Matrices tab, and find the SourceTargetAttributePricingMatrix that you installed from the DataPack.
- Click SourceTargetAttributePricingMatrix.
- Scroll to the Vlocity Calculation Matrix Versions related list at the bottom of the page.
- Click SourceTargetAttributePricingMatrix v1.
- In the Vlocity Calculation Matrix Version Detail section, click Create New Version.
- Expand the Table related list.
- Enter your data in the Enter New Data for Inputs section. Alternatively, click Upload CSV to import a comma-separated values (CSV) file.
- Click Save Data.
- At the top of the page in the Vlocity Calculation Matrix version Detail section, click Edit.
- In the Priority box, enter 10 or a value greater than the priority on the v1 matrix included in the DataPack.
- Select Enabled.
- Click Save.
After you enter your data, go to the next step: Calculation Procedures for Attribute-Based Pricing
