How To Create Constraint Rule In Apttus CPQ ?

A constraint rule is a business rule. They let you to include, exclude, validate, recommend, and replace products based on business logic. At the very centre of it, a constraint rule is like if/then statement. It comprises of three things.

• Rule Header – a brief summary about the rule.
• Rule Condition – This is the ‘if’ part. It lets you define your business rules.
• Rule Action – This is the ‘then’ part. It includes the action to be performed when ‘if’ part gets evaluated to true.

There are various types of Constraint rules:

• Inclusion Rules
• Exclusion Rules
• Validation Rules
• Recommendation Rules
• Replacement Rules

Here, we will focus only on first on i.e. Inclusion Rule.

Use Case:

A company manufactures and sells smart phones. It includes a plan in which a user can buy the phone in less price but needs to buy a fixed carrier option for period of 3 years. If a user buys the phone, a carrier provider’s sim card will be automatically prompted.

Now we have got the requirement, let’s create the rule for this.

• Open all tabs
• Click on “Constraints Rule”.
• Open the rule.
• Create New Rule, fill the following fields.
  • Name – Name of the rule
  • Sequence – Shows the sequence in which the rule will get executed
  • Currency – Currency of the product
• Mark Active and Save the rule.
• Now from the same page, click on Create Rule Condition button from related list.
• On the Constraint Rule Condition Detail page, in the Criteria section, from Product Scope, select Product.
• In Product, enter Smart Phone as the product and in the Match Conditions section, select Match in Primary Lines
• Click Save.
• Open the same rule and scroll down to related list “New Constraint Rule Action”.
• On the Constraint Rule Action Detail page, in Message, You must add {1}.
  {0} equals the condition product and {1} means the action product.
• From Action Type, select Inclusion and from Action Intent, select Show Message.
• From Action Disposition, select Error.
• From Product Scope, select Product and in Product, enter Sim Card as the product.
• In the Match Conditions section, select Match in Primary Lines and click Save.

So now, whenever a user selects smart phone, s/he will be instructed to buy the sim card too.