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Hi Everyone 

I am trying to create a product configuration rule that auto adds another product based on product selection in Bundle. 

i created successfully, but it is not triggering. 

My analysis:

 

PS assigned :-

 

Product configuration Rule Designer 

Product Configurator 

Rule Library:- 

Rule library is active and assigned custom context defination which is used in Pricing Procedure. 

Revenue Settings:-

 

Enabled

Set Up Configuration Rules with Business Rules Engine

 

Has anyone encountered this issue while following this Trailhead module? Could you please let me know what configuration I'm missing or what needs to be fixed?

Thanks in advance for your help! 

#Salesforce Revenue Cloud #Trailhead Challenges #Revenue Cloud

2 answers
  1. Sep 18, 6:04 AM

     Hi @Vishal Verma

    Thanks for your response. 

    I checked everything you mentioned, and all settings are in place. 

    I identified the issue: I had enabled “Transaction processing for quotes and orders” but had not selected a transaction type. 

    I resolved it by: 

    1. Creating a transaction type and selecting it under Revenue Settings.
    2. Creating a new quote, since only new quotes can be updated with a transaction type.
    3. Testing the rule, which worked as expected.
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