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About Configuring Waterfall Output


The waterfall output of a PSP procedure is soft-coded in the step actions. Each line item of waterfall output is created by an action that adds a child record to a named child property set of a {Row}. The following is an example PSP action that creates a row of waterfall output:

{Row}.{Net Price Waterfall} += New('Waterfall', [Text] = LookUpMessage('Pricer - Dynamic Matrix Adjustment', [Price Book] = {Match.Price Book}), [Adjustment Type] = {Match.Adjustment Type}, [Adjustment Amount] = {Match.Adjustment Amount}, [Currency Code] = {Row.Currency Code}, [Price] = {Row.Start Price})

In this example, a waterfall record is added to the Net Price Waterfall child property set of the current {Row}.

The fields written to the waterfall record are soft-coded in the action expression (in this case, Text, Adjustment Type, Adjustment Amount, Currency Code, Price). One common configuration is to add additional fields to an existing waterfall. Adding New Fields to an Existing Waterfall describes this configuration.

Another common configuration is to create a new waterfall output for an additional calculated value. For example, a pricing procedure could calculate the Net Price and the Cost of a line item. A waterfall explanation of the calculation of Cost could be exposed as a drill-down link on the Cost field in the UI. You can create many waterfalls for a particular {Row} by defining different child property set names (such as {Row.Cost Waterfall} += New("Waterfall", ...) ). See Creating a New Waterfall for detailed instructions.

Further configuration information appears in Saving Waterfall Data.

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