Create Context Actions

Use context actions with penalty rules to apply a fee when a promotion or contract is canceled. Context actions enable you to specify a flat fee using a pricing element on a price list.

Note

When specifying a pricing element on a price list for a context action, the price list can be different than the price list associated with the order.

Create context actions in Vlocity Product Console. Use context actions when specifying child context rules for a penalty rule set. For more information about rule sets, see Create Rule Sets.

1. In Vlocity Product Console, in the Rules area, next to Context Action, click Create .
2. On the New Context Action tab, enter the following information.

   • Name is the name of the context action.

     

     Note

     You cannot use spaces in a context action name.

   • Code is the context action code.

   • Type is the rule purpose. Flat Fee uses the pricing element specified below as the penalty fee. Custom Calculation is reserved for future functionality.

   • Price List specifies the price list that contains the pricing element to use as the penalty fee. Use the Price List Lookup dialog box to find the price list.

   • Pricing Element specifies the pricing element to use as the penalty fee. Use the Pricing Element Lookup dialog box to find the pricing element.

   • Custom Implementation is reserved for future functionality.

   • Active specifies whether the context action is active.

   • Effective From is the start date of the period during which the context action is effective.

   • Effective Until is the end date of the period at which the context action is no longer effective.

3. Click Save.