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Configure Price Waterfall Settings

Configure Price Waterfall Settings

For field reps to see the price waterfall for a quote, the quote must match the configured statuses. Configure the quote statuses in the Admin Console, and control which quotes are retained in waterfall data on a field rep's mobile device and for how long.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
User Permissions Needed
To configure Price Waterfall settings: Life Sciences Commercial Admin
  1. From the App Launcher, select Admin Console.
  2. Select Orders Management.
  3. Select Orders and Pricing Settings.
  4. Configure the following settings under the Price Waterfall section.
    • Waterfall Open Quote Statuses: Select the quote status that represents an open (in-progress) quote. Waterfall data is retained on the rep's iPad for quotes in this status. The field uses a multipicklist but only one selection is valid.
    • Waterfall Closed Quote Statuses: Select the quote status that represents a closed (submitted or fulfilled) quote. Waterfall data is also retained for quotes in this status.
    • Waterfall Open Quotes Retention Days: Enter the number of days for keeping the offline-generated price waterfall data on a rep's iPad before it's purged. You can enter a value between 1–15, and the default is 7.
  5. Save your changes.
 
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