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Configuring the budget refresh

Updated on September 12, 2020

The negotiation budget is associated with the RetentionBudget and SalesBudget ActionIDs. These ActionIDs are mapped to the appropriate container that returns the refreshed budget based on the items in the cart.

Before you begin:

The budget is refreshed in the following scenarios.

  • When an item is added to the basket
  • When an item is deleted from the basket
  • When the quantity of an item changes
  1. In the Dev Studio header search text field, search for and select the LoadAdvisorSettings data page that applies to the Int-PegaCDH-Advisor-Settings class.
  2. Save the data transform in your implementation ruleset. For more information, see Data Transforms - Completing the New or Save As form.
  3. Locate the row that displays a target value of .RefreshBudget. In the Source column, enter true to enable budget refresh or false to disable it.
  4. Click Save.
  5. Refresh the D_CDHConfig node-level data page. For more information, see Refreshing the D_CDHConfig data page.

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