If context scopes have not been created in your environment, you must create them before defining context rules. This process is performed once as part of the initial context rule setup.
Context scopes are used to build context mappings for your context rules.
Using the information in the table below, create context scopes for each of the following entities.
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In the Vlocity Product Console, in the Rules section, click the plus icon next to Context Scope.
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In the General Properties section of the New Context Scope dialog, enter the required values for each entity using the information in the table below.
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Click Save.
|
Name |
Code |
Description |
Scope Type |
Entity |
Entity Path |
|---|---|---|---|---|---|
|
OrderScope |
SCOPE01 |
Root scope for the Order sObject |
Entity |
Order |
|
|
OrderAccountScope |
SCOPE02 |
2nd level scope for the Account sObject |
Entity |
Order |
Account |
|
OrderContractScope |
SCOPE03 |
2nd level scope for the Contract sObject |
Entity |
Order |
Contract |
|
QuoteScope |
SCOPE04 |
Root scope for the Quote sObject |
Entity |
Quote |
|
|
QuoteAccountScope |
SCOPE05 |
2nd level scope for the Account sObject |
Entity |
Quote |
Account |
|
QuoteContractScope |
SCOPE06 |
2nd level scope for the Contract sObject |
Entity |
Quote |
Contract |
|
OpportunityScope |
SCOPE07 |
Root scope for the Opportunity sObject |
Entity |
Opportunity |
|
|
OpportunityAccountScope |
SCOPE08 |
2nd level scope for the Account sObject |
Entity |
Opportunity |
Account |
|
OpportunityContractScope |
SCOPE09 |
2nd level scope for the Contract sObject |
Entity |
Opportunity |
Contract |
|
AnyScope |
SCOPE10 |
Root scope for the Any context |
Entity |
Any |
|
|
AnyAccountScope |
SCOPE11 |
2nd level scope for the Account sObject |
Entity |
Any |
Account |
|
AnyContractScope |
SCOPE12 |
2nd level scope for the Contract sObject |
Entity |
Any |
Contract |
|
AdjustmentDataScope |
SCOPE13 |
Virtual scope for the AdjustmentData virtual object |
Virtual |
AdjustmentData |
|
|
AssetScope |
SCOPE14 |
Root scope for the Asset object for repricing |
Entity |
Asset |
|
|
AssetAccountScope |
SCOPE15 |
2nd level scope for the Account sObject for repricing |
Entity |
Asset |
Account |
|
AssetContractScope |
SCOPE16 |
2nd level scope for the Contract sObject for repricing |
Entity |
Asset |
Contract |
The AdjustmentDataScope is a virtual context scope used to create context rules for pricing adjustments. Virtual context scopes are supported starting in CME Summer '18. For more information, see Virtual Context Scopes.If your implementation is using CME Summer '18 or later and the Scope Type picklist does not display the Virtual picklist item, you must update the picklist items available for the Scope Type picklist on the Context Scope object.
For more information about context scopes, see: