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Use Case: A Rule to Add a Companion Product

This use case describes how to create a product rule that will automatically add the License product rate plan when the Hardware product rate plan is selected.

Set up the Products for the Use Case

  1. In Zuora, create two products and their rate plans in Product Catalog.
    1. Name the first product Basic Hardware and name its rate plan Hardware.
    2. Name the second product License and name its rate plan License Rate Plan.
  2. In Zuora, run a Product Catalog sync.

Create the Rule

  1. In the Rules tab, click New and add the following rule.
    • Rule NameAdd License if Hardware
    • Active: Select the field.
  2. Define a condition that checks if the quote contains the product named, Basic Hardware.
    1. In the CONDITION section, click Add Criteria....
    2. In the Attribute Type field, click and select Rollup Value.
    3. In the Object field, click and select Rate Plan.
    4. In the Rollup Type field, click and select Count.
    5. In the Filter field, click to create a Filter Condition.
      1. Click New Fillter.
      2. In the Filter field, specify a filter name.
      3. In the Attribute Type field, click and select Object Field Value.
      4. In the Object Field field, click -Select Field-.
      5. In the Rate Plan Field field, click and select Product>.
      6. In the Product Field field, click and select Product Name.
      7. Click Select.
      8. Click is equal to and select contains.
      9. In the Attribute Type field, click and select Static Value.
      10. In the Value field, type Basic Hardware.
      11. Click Create and click Select.
    6. Click is equal to and select is greater than/equal to.
    7. In the Attribute Type field, click and select Static Value.
    8. In the Value field, type 1.
  3.   Define the action that automatically adds the product named, License.
    1. In the ACTIONS section, click Add Action....
    2. In the Action Type field, click and select Add Product.
    3. In the Product field, click and select License.
    4. In the Rate Plan field, click and select License Rate Plan.
    5. In the Message field, type "License added."
  4. Click Save.

Verify the Rule

  1. Create a new quote of the New Subscription type.
  2. Add the Basic Hardware product and Hardware rate plan in the Enhanced Guided Selling flow.
  3. Verify that the License product and the License Rate Plan are added to the quote.
  4. The Rules Engine Logs section will show the message you specified in the rule, "License added."
Last modified
12:16, 29 Jun 2016

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