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Price matching rules for Deals and Line items

These are the filter criteria used in the custom coded workflow actions

Signup match criteria:

NY Electric:
  1. Utility
  2. Commodity
  3. Zone
  4. Sold Date within range
NY Gas:
  1. Utility
  2. Commodity
  3. Sold Date within range
All of PA:
  1. Utility
  2. Commodity
  3. Customer Type
  4. Sold Date within range
 

Renewal match criteria:

NY Electric:
  1. Utility
  2. Commodity
  3. Zone
  4. Product Start Date furthest in the future
NY Gas:
  1. Utility
  2. Commodity
  3. Product Start Date furthest in the future