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            Implement Asset-Based Orders

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            Implement Asset-Based Orders

            Changing an asset to an order or a quote initiates a guided process that moves one or more assets between service locations.

            For more information on Asset-based ordering, see Asset-Based Ordering.

            1. From the App Launcher, find and select LookupTables.
            2. Click New.
            3. From Lookup Table Type, select Decision Table.
            4. Click Next.
            5. Specify the decision table details.
              1. Name: AssetPriceSettingFeatureDM
              2. Type: Standard
            6. Create a decision matrix version.
              1. From the App Launcher, find and select LookupTables.
              2. Click the link of the AssetPriceSettingFeatureDMdecision matrix for which you're creating another version.
              3. On the record page of the matrix, on the Related tab, click New.
              4. Enter a name and a version number for your new decision matrix version.
              5. Specify CartItemAction (Text), PricingVariableCode (Text), and PriceSetting (Text) as the input fields.
              6. Specify Charges (Currency) as the output field.
                For more information on how to create a decision matrix version, see Create a Version of a Standard Decision Matrix.
              7. Activate the decision matrix version.
            7. Add the decision matrix to the active pricing recipe.
              1. In Setup, find and select Pricing Recipes.
              2. Choose the recipe that you want to add to your lookup tables.
              3. On the Price Adjustment Matrix tab, click Modify.
              4. Select the AssetPriceSettingFeatureDM lookup table.
              5. Select Price Component Type as Custom Discount.
            8. Add constant resources.
              For more information on constant resources, see Prerequisites to Build Pricing Procedures.
              1. From the App Launcher, find and select Pricing Procedures.
              2. Open the CMEPricingProcedure in Pricing Procedure Builder.
              3. Click the default version of the CMEPricingProcedure V1 pricing procedure. If the default version is active, deactivate the pricing procedure before making any edits, or use the Save As option to create and edit a new version of the pricing procedure.
              4. On the Resource Manager panel, click Add Resource.
              5. Add a resource of type Constant named Inclusive, with a data type of Text and a default value of Override.
            9. Add the Price Adjustment Matrix pricing element.
              After the Price List element and before the Aggregate element, add a pricing element of type Price Adjustment Matrix. For more information on Price Adjustment Matrix, see Price Adjustment Matrix.
              1. Click Add elements icon, and select the Price Adjustment Matrix element from the list.
              2. In the Lookup Table Details field, search for and select your Custom Price Adjustment Matrix.
              3. Map all your variables with the context tags.
                Implement Asset-Based Orders
            10. Save and activate the pricing procedure.
             
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