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 topic.

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 the Administration - Order Management screen, then the Signals view, 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.

   4. Create a data map object. Use Order Waterfall Data Map Object as an example.

      In the Siebel application, navigate to the Administration - Application screen, then the Data Map Administration view, 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 about creating and using signals, see Signals For more information about DTU, see the topic about Data Transfer Utility in Siebel Finance Guide.

PSP Waterfall Business Service Methods

The PSP Waterfall business service provides the methods described in the following table.

Method	Arguments	Description
ShowWaterfallPopup	Name = Popup Applet Name Value = the name of the waterfall popup applet Example: “Quote Line Item Waterfall Popup List Applet”	Display the waterfall pop-up for the current line item.
SyncToDB	See SyncToDB Input Arguments	Generate waterfall records for the current quote, order, or agreement and write them to the database. For more information, see Saving Waterfall Data.