Map a custom context variable to a transaction entity
Associate a custom pricing context variable to a particular transaction entity type in Sales Customer Relationship Management.
Before you begin
Verify that you're in the appropriate application scope for the transaction type. For example, if you're mapping a context variable for orders, the application scope is Order Management. Use the Globe
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icon in the navigation bar to change the application scope.
icon in the navigation bar to change the application scope.
Role required: admin
Procedure
- In the CSM Configurable Workspace, select the List
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view.
view.
Navigate to Context Rule Management > Variable Mappings.
Select New.
In the form, fill in the fields.
Field Description Entity The Sales Customer Relationship Management entity for which the variable will be used. Select the entity, for example Opportunity or Order. Table Name of the application table for the transaction. Field Field from the application table that is related to the custom context variable. Select the field. Key Custom context variable. Select the variable from the list of pricing context variables. Advanced Select Save.
Result
The custom context variable is available for use in pricing matrices.