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#Price Rule0 utenti parlano di questo argomento

Looking for some guidance on where to dig further. We have a product that is sold as Block + Discount Schedule depending on the quantity needed. As a standalone this is pretty easy and we have it working the way it needs to. Our team is asking that when this product is sold with our other primary platform product that the Block tier rate adjusts down while the Discount Schedule rates remain unchanged. 

 

Standalone

Product A Standalone

Block 0-501 = $1,000

501+ = 15% discount

 

When sold with another product

Product A Sold with Product B

Block 0-501 = $800

501+ = 15% discount

 

I've been Googling a bit but haven't found anything on help or elsewhere that can accommodate the requirement of adjusting the price of the block depending on other products. Might be searching the wrong terms, any thoughts or guidance on where to look?

 

#Salesforce CPQ & Billing #Discount Schedule #Block Prices #Price Rule

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The rule is 

10% off of 10 Multipads or 15% off of 20 Multipads. 

There are two Multipad products, so it could be that the sales rep quotes 10 of Multipad 1 and get the 10% discount, or it could be that they quote 5 of Multipad 1 and 5 of Multipad 2 (obviously these would be two different quote lines). 

The price rule works fine when not accounting for combo of these two products, but I need to be able to apply the discount for a combo of these two products. Can someone please let me know how this would work in a price rule? What are the price conditions, summary variables, price actions. Thank you!

 

@Salesforce CPQ

2 risposte
  1. 17 set 2021, 20:21

    Rachel,

    This sounds like the perfect use case for a summary variable in conjunction with you price rule. Here is the general idea:

    1. Create a summary variable that will total up all Multipads. I'm not sure how you designate those in your org. A common criteria would be Product Family = 'Multipad'. But you could probably do it with SKUs as well.
    2. Add that summary variable as criteria to your price rules. In your current rule(s), you would replace the conditions that say SKU greater than 10 with summary variable greater than 10. 
    3. Keep your price actions the same.

    There may be a little more involved, depending on how your rules are set up right now, but hopefully this gives you a direction to start. Let me know if you run into issues or have any further questions!

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Hi Everyone ! 

 

I am currently working on a project where we are using CPQ (it's already implemented, so it's principaly maintenance and evolution).

 

Here are some aspects of our project :

   - There is at least two different Tax Rate (Products have only one of the two).

   - If some conditions are met (e.g "You took this product and this product"), a discount will be applied by a Price Rule (in percentage or amount).   

- If there is several discountable products, the discount must distributed on all the product, weigthed by the weight of the product in the total price (e.g : Product A = 75$, Product B = 25$, Product A will receive 3/4 of the amount discounted and B 1/4)

 

My question is the following :

If there are two potential discounts that can be applied to a same quote, one that discounts 20$ (including taxes) and one that discounts 10% (including taxes) on the total price (including taxes), how could we determine which one will be the more interesting from the point of view of a customer ? (not hardcoded) 

It implies that the discount are calculated on the total price including taxes. Our issue is that the Total Price including taxes is filled AFTER CALCULATION, and we cannot base our Price Rules (with evaluation event BEFORE CALCULATE) on it, in order to have the discount shown on the last screen of the QuoteLine configurator.    

 

We thought to use the JavaScript Quote Calculator Plugin (QCP afterwards), but we faced a similiar issue : we do not have the calculated prices including taxes. So I must make all the calculations before CPQ, in order to fill in my discount and then let CPQ make its computation. Same for products that do not span over a year, where we can define a start date and end date : the SBQQ__ProrateMultiplier__c is not calculated. Making the same calculations as CPQ is not a problem, but it is not very efficient.   

 

We are therefore looking for someone that has faced the same issues as us.    

 

Thanks in advance for your time and do not hesitate to ask more precisions !

 

#Salesforce CPQ & Billing #QCP #Price Rule

1 risposta
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Hi,

I want to prevent the user from discounting a product but allow a price rule to discount a product.

If I check Non-Discountable = TRUE on a Product this prevents discounting by both the user and a price rule.

Is there another solution?

11 commenti
  1. 25 giu 2021, 08:23

    How about using flag field?

    First, It apply the price rule and rule update the flag field(name as rule applied, checkbox type)unchecked to check

    rule have a condition that flag field is unchecked.

     

    Second, when user update the discount, rule just applied once before, so user can change the discount and price rule don't rollback the discount value.

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I am working on a price rule for an MDQ product that changes field values of one segment.  Does anyone have success with changing the percent of total calculation (or any other field in the segment) on an MDQ product for a specific segment using a price rule?

3 commenti
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Hi All,

I am using a Price Rule to populate Monthly Recurring Charge (MRC) on Quote lines.

(SBQQ__CustomerTotal__c/SBQQ__EffectiveSubscriptionTerm__c)

 

When trying to amend a contract, amendment quote is populated with start and end dates equal to my contract’s start and end dates but  Effective Subscription Term field on Quote line is blank (SBQQ__EffectiveSubscriptionTerm__c) and hence MRC is not getting calculated.

 

Any recommendation on how do I get this working?

 

thanks

3 commenti
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Hi All , 

 

Need help on price rule

Am trying get cancellation value on quote by checking if quote line actual quantity equals to 0 . But price rule is updating to cancellation  value even without quote lines .

 

Appreciate your help !!

13 commenti
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I have a requirement to update a field on only one Quote Line with a value based on all the other Quote Lines.

 The Price Rule runs on After calculate and Save events, the Price Condition checks for the presence of the Quote Line to be updated ( whether a QL field is null or not) and a summary variable calculates the value based on all other Quote lines. The Price Action updates the field with the summary variable value.

 

While it works, it updates all Lines instead of the only one which needs to be updated. May I know what is wrong or whether this is possible using Price Rules?

7 commenti
  1. 16 giu 2020, 16:32
    Probably an order of operations issue. Is there anything about your product Name or Code or Family that would indicate a bundle? If not, it might be best if you just created a twin field from the Product record and used that as your condition.
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#CPQAskAnExpert 

i have a discounting and product rule question:

 

On the quote line editor we have the 'Additional Discount %' field at the quote header level.

 

if a user enters a value in this field, does the value needs to be copied over via a price rule to each line's additional discount % field for the discount to apply OR the discount applies to each line automatically without copying over the value to each line individually?

 

thanks

karthik

6 commenti
  1. 10 giu 2020, 19:22

    I’m not sure it is the better solution, so definitely consider the tradeoffs and test thoroughly in a sandbox before you implement it.

    Another option, again depending on whether you can define criteria for lines where no discount should apply, is to use Price Rules to target the Non-Discountable flag (or zero out the discount) on the Quote Line in a more dynamic sense. You can also use Quote Line Groups and use the standard functionality to apply discounts to one group while leaving another group untouched. Lots of possibilities. The right solution will depend on your specific preferences and requirements.

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 I have an configuration attribute , Within the configuration when i select the configuration attribute i need it to update the unit price the first time within the screen ( Not on save). I have price rule and action setup but it doesn't seem to update.

It doesnt work on save either but after i go back and re save it seems to populate as if there is a delay in calculations. Am i missing any setting? 

6 commenti
  1. 19 dic 2019, 19:45

    Let's step back for a second: You can update a unit price based on a FIELD VALUE. The place where this can happen today is not configuration, it's pricing/commerce - the line editor.

    "Product options" should only be thought of as the logical reference to a product that exists entirely within configuration. There is a lookup to product option from a quote line which was created based on selection of a particular product within configuration, but nothing is updated or changed on that option according to what an end-user does in CPQ. Configuration attributes, similarly, are logical references to a field, in this case that exists on the product option object. A configuration attribute value specified in configuration can be used to select or remove a product (product rules) and that value can be written/updated on the resulting quote line (twin field functionality), but until Spring '20 is available the weekend after Valentine's Day, you cannot create a price rule that fires in the configuration context based on a configuration attribute - you can only create one which fires in the line editor context based off an attribute's quote line twin.

    Even when the new capability is rolled out, you may still wish not to update unit price within configuration because price rules will continue to be extremely limited in configuration contexts. The reasoning for that was the subject of a long write-up on generalized CPQ best practices in a comment I posted in a different thread. But in general/short, it is beneficial to design simplicity/elegance and performance to separate search + configuration (resulting in a DML operation) and pricing + discounting (resulting in a record update), as opposed to trying to do them both at the same time (trying to select a product and customize its price simultaneously).

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