Saving Pricing Waterfall Output

In general, the pricing waterfall is generated on demand when the user clicks the Show Details button, instead of being stored in the database. When the record is repriced, the waterfall displays.

You can save the waterfall to the database at any time by selecting a line item, and then clicking the Save Waterfall button in the Line Items list of a quote, order, or agreement. You can also configure the product to invoke the SyncToDB method of the PSP waterfall business service to save the waterfall for an entire document.

However, writing the waterfall to the database can slow performance, so do it only if it is necessary. For example, you might save waterfalls to analyze the discounts you give customers, or to calculate incentive compensation.

To save a pricing waterfall

  1. Select a line item (for a quote, order, or an agreement).

  2. Click the Save Waterfall button in the Line Items list.