Brand new to CPQ, but I would say I'm pretty advanced at general SFDC admin/dev stuff, so I'm hoping you all can help me out here.
I have a custom field on quote line item called "quantity type" with two values: "Server" and "CPU." I would like to apply a special discount scheudle but only if the line item has "Server" as the "quantity type" selected. Can't seem to figure out how to write the price rule to do this.
So, right now it's using the regular discount schedule that I created and it's working fine. I just need some rule that says "If 'server' is the quanity type, then use this other discount schedule instead.
Any thoughts? Thanks everyone in advance!
george
2 answers
Hi George,
I have not tried this, but here's a hot take.
The quote line will have a lookup to the discount schedule that is being used. The field "SBQQ__DiscountSchedule__c" can be updated with a price rule to reference another discount schedule. You'll probably need two rules, one for Server and one for CPU that would swap between the two discount schedules. I can't recall if CPQ will try to look back at the product record Discount Schedule for anything in the future once the product has been sold/contracted/amended/renewed - could mildly complicate things if so.
