Using lookup value in rules

This guide explains how to use a Lookup Value in rules to set field values for products in a quote, including MAP products.

Use the following links to understand how to use a a Lookup Value within a rule to accomplish the following objectives:

Setting various field values (e.g., Effective Price, Quantity, etc.) for a Product in a Quote by referencing the attribute (e.g., List Price) from a custom object record.
For MAP (Multi-Attribute Price) products, setting the Quantity field of a Product in a Quote using the Quantity attribute from a custom object record.

You can only set the Quantity field exclusively for MAP products. Nevertheless, you have the flexibility to modify various other field values (e.g., Effective Price), including the Quantity field, for products that do not fall under the MAP category.

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Using lookup value in rules

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