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What would be the best way to automatically update Discount Schedules on all quote lines when the Price Book is updated?

I have different Discount Schedules configured for each Price Book (2) so I need the applied Discount schedule to automatically update when an User updates the Price Book on a quote.

Is there native functionality to do this or do I need to configure Price Rules to handle this?

 

@Salesforce CPQ 

@* Salesforce Revenue Cloud * 

2 Antworten
  1. Josh Priem (Freelance) Forum Ambassador
    1. Feb. 2023, 12:13

    Hey Jonathan!

     

    There is SBQQ__Pricebook__c on the discount schedule record used for the Price book that this discount schedule applies to. Only used in combination with Product lookup to assign product/price book specific schedule.

     

    So I believe you'll need pice rules to handle this and SBQQ__Pricebook__c to help with the mapping.

     

    Cheers!

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