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Create Default Contextual Adjustment Data — Steps

This job creates default contextual adjustment data, and should only be run if the user wants to control manual adjustments using virtual context rules. Virtual context rules mean there is no physical representation of adjustment data. It is virtual.

You use virtual context rules to buy contextual discount. For example, a sales representative can apply a manual adjustment. Based on user profiles, you can restrict how much you apply a manual adjustment, for example, 5% for a customer.

To use contextual discounts, complete these steps to run this job without picklist value errors.

  1. From Setup > Object Manager, search for Vlocity Attribute and click it.
  2. In the Fields & Relationships section, click the Value Type field.
  3. In the Values list, if the Lookup value is not in the list, check the Inactive Values list. If it's Inactive, click Activate.

    The Lookup value is moved to the Values list.

    If Lookup is not in the Inactive Values list, click New, add Lookup in the edit box, and click Save. The Lookup value is added to the Values list.

  4. In Vlocity CMT Administration > EPC Jobs, click Start for the CREATE DEFAULT CONTEXTUAL ADJUSTMENT DATA job.
  5. In the Vlocity Product Console under the Metadata section, click the search icon next to Object.
  6. Search for AdjustmentData and click it.
  7. In the AdjustmentData tab, select Attributes.
  8. Click the Account attribute, set Value Data Type to Lookup, and click Save.
  9. Repeat step 8 for the ANY, Opportunity, Order, and Quote attributes.
  10. In the App Launcher, search for and open Vlocity Attributes.
  11. In the List View menu, select All.
  12. Search the list for Account, and click the Account attribute (which has Attribute Category set to System Attributes).
  13. In the Value Type field, select Lookup, and click Save.
  14. Click the browser back button, and repeat steps 12 and 13 for the following attributes that also have Attribute Category set to System Attributes: ANY, Opportunity, Order, and Quote.