Map a custom context variable to a transaction entity

  • Release version: Washingtondc
  • Updated May 6, 2024
  • 1 minute to read

    • Associate a custom pricing context variable to a particular transaction entity type in Sales and Order 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 globe icon icon in the navigation bar to change the application scope.

    Role required: admin

    Procedure

    1. In the CSM Configurable Workspace, select the List Lists tab. view.
    2. Navigate to Context Rule Management > Variable Mappings.
    3. Select New.
    4. In the form, fill in the fields.
      Table 1. Lead to Cash Entity Attribute form
      Field Description
      Entity The Sales and Order 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.
    5. Select Save.

    Result

    The custom context variable is available for use in pricing matrices.