It’s crucial to comprehend the differences between context rules and advanced rules in order to choose the best kind of rule to apply. Before you can map your requirements to the rules functionality matrix below, you must completely define your requirements from beginning to end.
In the previous post we discuss about the Rule framework, in continuation with the last post let’s discuss about the following questions.
- When will the rule apply?
- Why do we need this rule?
- How can we manage this rule?
At what point in the order capture process will this rule apply? Will the rule evaluate items before they are placed in the cart in an order, quote, or opportunity? Will it be used to evaluate the line items after they are in the cart?
When will the rule apply?
| STAGE | CONTEXT RULES | ADVANCED RULES |
| Order | Supported | Supported |
| Quotes | Supported | Supported |
| Opportunity | Supported | Supported |
| Order Line Item | Not Supported | Supported |
Why do you require this rule? Do you require product compatibility testing? Do you need to confirm a customer’s eligibility for a given product? or whether a product is offered in a specific area? Do you need to impose a fine? Do you have to consider various prices before applying one? Should a product be added to the cart automatically based on other cart conditions?
Why do you need this rule?
| WHY DO YOU NEED THIS RULE? | CONTEXT RULES | ADVANCED RULES |
| To check product compatibility | Not Supported | Supported |
| To check product availability | Supported | Supported |
| To check customer eligibility | Supported | Supported |
| To automatically add products based on other products in the cart | Not Supported | Supported |
| To automatically add products based on an applied promotion | Supported | Not Supported |
| To apply a penalty for a promotion or contract cancellation | Supported | Not Supported |
| To select a single price when a customer is eligible for multiple prices (tightest match) | Supported | Not Supported |
| To restrict manual pricing adjustments | Supported | Not Supported |
How will you manage this rule?
How will the rule be implemented or managed? Is there a limit to how many products this rule will cover? Do you require the best performance?
| HOW WILL YOU MANAGE THIS RULE? | CONTEXT RULES | ADVANCED RULES |
| I need to apply this rule to a large number of products. | Not Supported | Supported |
| I need maximum performance using caching. | Supported | Not Supported |
You must clear the Platform Cache in order for a context or advanced rule to take effect after being modified and before being tested in Industries Cart.
Hope this information helps you guys.
Cheers!!!
Mukul Sharma
vlocitysfdc.com 