Siebel Order Management Infrastructure Guide > PSP Waterfall > About Configuring Waterfall Output >

Creating a New Waterfall

You can add a new waterfall output to any PSP procedure. A PSP procedure can have multiple waterfall outputs.

NOTE:  It is recommended that you copy the configuration of the Net Price Waterfall when creating a new waterfall output.

The following topics contain information on creating new waterfalls:

Populating Child Waterfall Property Sets

When creating a new waterfall output, you first populate a child waterfall property set for each output row of the PSP procedure.

To populate a child waterfall property set for each output row of a PSP procedure

  1. Create new UMS message types to format text for your new waterfall output. See Creating Message Types.
  2. Define PSP actions to create the waterfall output in your PSP procedure.
    1. Use the {Row.Waterfall Name} += New() syntax to create a new waterfall record and append it to the desired waterfall property set. The New() function has the following syntax:

    New('Waterfall', Name 1 = Value 1, Name 2 = Value 2,.)

    Name n and Value n are the waterfall output field names and values (for example: Currency Code = USD).

    1. Use the LookUpMessage function to format text in the appropriate language with variable values substituted through a call to the UMS business service, with the following syntax:

    LookUpMessage('Message Name', Name 1 = Value 1, Name 2 = Value 2,.)

    Name n and Value n are the payload field names and values that will be used by the UMS business service to construct the message text (for example: Price List = Americas Price List).

Exposing the Waterfall Output

Next, you expose the waterfall output on the user interface.

To expose the waterfall output as a drilldown on a field in the UI

  1. Create a new virtual business component based on class CSSBCVWaterfall.
    1. Create fields for each waterfall output column.
    2. Create a field called Name, which is used internally to query the correct data by the waterfall name.
    3. Compile the virtual business component.
  2. Create a new pop-up applet based on class CSSSWEFrameListPopupWaterfall using the VBC created in Step 1.
    1. Set its search specification to query the field Name with a value of the created waterfall, such as Name="Cost Waterfall".
    2. Define the column layout.
    3. Compile the applet.
  3. Create a drilldown link to the new pop-up applet in each list applet that displays the field calculated by the PSP procedure.
    1. Add a drilldown object to the applet defining the field on which the drilldown is displayed and the drilldown name. Leave all other fields blank.


    Name = "Waterfall Popup 2"; Field = "Cost"

    1. Add a user property to the applet indicating which waterfall pop-up applet to display upon each drill-down:


    Name = "Waterfall Popup Applet 2"; Value = "Cost Waterfall Popup List Applet"

    NOTE:  Multiple waterfall drilldown links are supported by incrementing the index at the end of the Waterfall Popup Applet N drilldown name.

    Applet classes CSSSWEFrameListQuoteItemEC and CSSSWEFrameListWaterfall support waterfall drill-down.

    NOTE:  CSSSWEFrameListWaterfall is derived from class CSSSWEFrameListBase directly.

    1. Compile the applet.

Saving Waterfall Data

Waterfall data is saved using Data Transfer Utility (DTU). You can configure the application to save waterfall records manually or automatically as described in this section.

To enable persistence of the new waterfall data in the database

  1. (One option is to do this by using a command.) In the Siebel application, navigate to Administration - Order Management > Signals and add a new signal to save the waterfall output. Use SaveWaterfall-Order as an example.
    1. In Siebel Tools, add a command to invoke the signal when the user selects a menu option. Use SaveWaterfall-Order as an example. Values are described as follows:

      Display Name: [Name to be displayed]

      Name: [Name of the command]

      Method: [Signal Name]

    2. Create a custom table to store the waterfall output (for example, CX_COST_WATERFALL).
    3. Create a business component (BC) based on the table with the same field names as in the virtual business component used to display the waterfall above.
    4. Create a data map object. Use Order Waterfall Data Map Object as an example.

      In the Siebel application, navigate to Administration - Application > Data Map Administration and create a new data map object.

      The source is the VBC and the destination is the BC.

  2. (Another option is to save the waterfall data manually by using an applet menu button or an applet button.) As in Step 1, add a new signal to save the waterfall output.
    1. In Siebel Tools, add an applet menu button (call it Save Waterfall).
    2. Add an object to Applet Method Menu Item of the waterfall-triggering applet, and then expose it to the applet. Values are as follows:

      Command Name: [The command added to save this waterfall]

      Text: Save Waterfall

      Alternatively, you can add an applet button (Save Waterfall) in Siebel Tools by adding a control to the waterfall-triggering applet and then exposing it to the applet. Use the following values:

      Name: Save Waterfall

      Method Invoked: [The signal added to save this waterfall]

      Caption: Save Waterfall

For more information on creating and using signals, see Signals. For more information on DTU, see the section on Data Transfer Utility in Siebel Finance Guide.

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