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Hello,

 

I am trying to create a Price Rule in CPQ that will set the Quantity and CPQ Net Unit Price based on values from the most recently created quote line.

 

Formula to Retrieve Data from Most Recently Created Record

 

Example Below:

 

Set Quote Line# 2 Quantity = Quote Line# 1

 

Set Quote Line# 2 CPQ Net Uniti Pirce = Quote Line#1 CPQ Net Unit Price

 

The 2nd quote line will always come right after.  I can't figuer out how to leverage the Quote Line# -1 logic to pull the previous record.

 

Thank you in advance for any help on this.

 

Kim
1 Antwort
  1. 19. März 2019, 19:29
    Net Unit Price is a formula equal to Partner Price minus Distributor Discount, so you cannot set this via price rule directly. See here for more info: https://help.salesforce.com/articleView?id=cpq_product_pricing_overview.htm&type=5

     

    To set a value based on the order of quote lines displayed, I recommend directly defining this order using the custom line sort capabilities (even if you don't need anything non-standard). This way you can reference the resultant values in your rules. See https://help.salesforce.com/articleView?id=000271502&language=en_US&type=1
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