The Rule Framework in Vlocity CPQ is a powerful tool that allows businesses to define and manage complex business rules to determine product configurations, pricing, and quotes. These rules can be customized based on industry-specific requirements and can be applied to different product bundles, pricing tiers, and service offerings.

With the Vlocity Rule Framework, businesses can create rules based on various criteria such as product attributes, customer demographics, and sales channels. These rules can be created using a simple drag-and-drop interface, which allows non-technical users to create and manage rules without the need for coding.

Vlocity has two rules frameworks that work in tandem:

1. Context rules
2. Advanced rules

Context Rules Framework	Advanced Rules Framework
Use the context rules framework to build rules that change what products, promotions, and prices appear for customers.	Vlocity Advanced Rules Framework allows you to design sophisticated natural language criteria along with customizable interfaces to ensure the right products are available to eligible customers at the right price in the right configuration.
You can also apply penalties for promotions or contracts that are canceled and can also create rules to ensure pricing adjustments are allowed only in certain conditions.	Advanced Rules determine which products and under what circumstances they apply using Entity Filters, and they are built using Vlocity Rule Builder.
Context rules work together with Vlocity advanced rules framework to ensure all orders are configured and priced correctly.	You can use Advanced Rules to create rules that depend on context, product attributes, and multiple criteria.

The Vlocity Rule Framework also offers advanced capabilities such as rule validation, rule versioning, and rule testing, which helps businesses to ensure that the rules are accurate and up-to-date. Additionally, the Rule Framework allows businesses to apply different pricing strategies such as volume-based pricing, tiered pricing, and promotional pricing.

Context Rules or Advanced Rules: What Type to Use?

You must choose the appropriate type of rule to implement your business objective because context rules and advanced rules frameworks interact. Always prefer context rules unless key functionality is not supported.

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.

Here are some questions to help you define your requirements and select the best rule framework to meet those requirements.

What object will the rule apply to? Will it be used to determine eligibility for a product or promotion? Will it apply pricing? Will it apply a penalty when canceling a promotion or a contract?

OBJECT	CONTEXT RULES	ADVANCED RULES
Product	Supported	Supported
Promotion	Supported	Not supported
Contract	Supported	Supported
Price List / Price List Entry	Supported	Not supported
Pricebook / Pricebook Entry	Not supported	Supported
Adjustment Data Virtual Object	Supported	Not supported

In the next post we will know that When will the rule apply? , Why do we need this rule? , How can we manage this rule?

to be continue ….

Hope this information helps you guys.

Cheers!!!

Mukul Sharma