33.1 Creating a Transaction Strategy Rule

To create a new Transaction Strategy Rule, follow these steps:

  1. Navigate to the Transaction Strategies Summary page and click Add.
  2. In the Transaction Strategy Details page:
    • Enter the Name.
    • Enter the Description. This is an optional field.
    • Select a Folder and the Access Type.
  3. In the Product Characteristics pane:
    • Select the Product Characteristics folder and assumption Rule from the drop-down list. For additional information on setting up and defining Product Characteristic Rules, See the Product Characteristics section.

    Note:

    The Product Characteristics Rule that you select determines the hierarchy and available list of products for selection within the Transaction Strategy Rule. The dependent Product Characteristics Rule also provides default characteristics for any selected product. After defined the product, the red status box turns to green.

  4. Select one of the four rate volume relationships. For more information and definitions, see the Rate Dependency Patterns.

    If any relationship is selected, select the desired Rate Dependency Pattern from the Rate Dependency Pattern drop-down list.

  5. Click Save or continue to define Transaction Strategy details.