I am new to CPQ. I am working on one of practice rule for price rule , I followed all the instruction but when I get to creating the price rule , the custom look object is not showing up.
I created custom object "Promotion" with all the necessary fields. I created a field on the Quote object as well. but when I create price rule , I am supposed to see "Promotion" custom object as a Lookup object but it is not showing. what am I doing wrong ? I also tried with other custom object it does not work. Thank you
1 Antwort
You have to add your custom object API name to that "Lookup Object" field's picklist options on the "Price Rule" object.
I should note you can also just use that Lookup Data object as your custom object. I don't know why no one recommends that, because it's a blank object with the exception of the rule-related fields you would need to create anyway.