Hello,
I am trying to understand best practice for discount schedules when applying to a brand new sale and when applying to an amendment. Here are the scenarios:
- New Sale - pulls in current discount schedule. The discount schedule is using either the SBQQ__Quantity__c field or a custom quantity field. Cross Orders is checked true. Some discount schedules have aggregation scope blank and some have aggregation scope set to Product.
- Amendments - subscriptions lines being pulled in through the amendment process apply the original discount schedule as expected. Any new lines added are applying old discount schedules without a tier. But we want the new discount schedule to apply to new lines. Things to note are in number 1 above the SBQQ__QuoteLineQuantityField__c and the fact that Cross Order is checked as true. I have written a price rule that does the following and is working as expected on the new lines but I am not getting the Discount Tiers. Do I need an additional price rule to apply the tier or do I need to create duplicate Discount Schedules that look at the SBQQ__EffectiveQuantity__c field for amendments?
- Price Rule Header
- Evaluation Scope: Calculator
- Lookup Object: SBQQ__DiscountSchedule__c
- Calculator Evaluation Event: Before Calculate
- Price Conditions
- SBQQ__Existing__c equals false
- SBQQ__Product__c not equal to blank
- Lookup Query
- Query 1
- Tested Object: Quote Line
- Match Type: Field Value
- Tested Field: SBQQ__Product__c
- Operator: equals
- Lookup Field: SBQQ__Product__c
- Query 2
- Tested Object: Quote
- Match Type: Field Value
- Tested Field: SBQQ__PricebookId__c
- Operator: equals
- Lookup Field: SBQQ__Pricebook__c
- Query 3
- Match Type: Static Value
- Tested Value: true
- Operator: equals
- Lookup Field: Active_for_New_Quote_Lines__c
- Query 4
- Match Type: Static Value
- Tested Value: 2026
- Operator: equals
- Lookup Field: APricing_Year__c
- Query 1
- Price Actions
- Price Action 1
- Target Object: Quote Line
- Target Field: SBQQ__DiscountSchedule__c
- Price Action 2
- Target Object: Quote Line
- Target Field: SBQQ__DiscountSchedule__c
- Source Lookup Field: Id
- Price Action 1
- Price Rule Header
Thank you.
#Salesforce CPQ & Billing #CPQ
Write an answer...
0/9000