we have product X. No this product no prorate and uplift need to be applied. But sales reps can use additional discount to make changes to the net total.
I am able to fullfill no prorate criteria, but need help with no uplift on this product X. But all other products are included in the uplift.
On quote and Order its mapped but not for assets, What is the right process to do it in RLM(RCA).
I should be able to see the fields on Amendment Quote on creation. I am not considering flow as option
@Anupam Silswal, are you using OOTB contract object or custom object during assetization? i can provide suggestion based on that.
Is it possible to use a custom context definition in the product discovery process that includes fields from the quote? I've been trying to implement a custom pricing procedure which use this custom fields but I haven't been able to figure it out. Any ideas? Thanks!
, you are combining two different feaures in your question.
1. Is it possible to use a custom context definition in the product discovery process that includes fields from the quote? - Yes, you can. you need to create a custom product discovery context definition and add a new node (Quote) and create your custom attributes as per your need.
In Product discovery procedure - use the newly created context definition to qualify / disqualify the products. But you need setup/perform
@Ben Stokessteps.
once you done those two steps, your product discovery is completed.
2. I've been trying to implement a custom pricing procedure which use this custom fields but I haven't been able to figure it out. Any ideas? Thanks! - This is specific to pricing procedure, I am assuming, you are planning to bring data from product2 object to QLI and perform the pricing on top of that, if so, you need to provide context mapping between Product and SalestransactionContext. check this blog.
https://thecloudupdate.co/how-to-map-custom-field-values-from-product-to-quote-line-in-salesforce-revenue-cloud/What is the best practice configuration setup in RCA for the following scenario:
If a usage product is not sold in bucket quantities nor has tiers but should be charged overages at a negotiated rate what is the best way to set that up?
For example, when adding a Quote Line we want to set the Quantity and price as usual but we also want the ability to set a negotiated rate if going over that usage quantity within the period (e.g. $0.25 per additional text message in the month)
Given that scenario how do we configure the Product Usage Grant record? what should the Grant quantity be set to , if anything? Any other setup considerations?
Ultimately we will want to display that overage rate in the quote document and bill that amount based on usage quantity.
since we are not using salesforce billing capabilities, we created a dedicated fields to capture the usage discount and usage net unit price in QLI and included those fields in Pricing waterfall to calculate the total.
Since the fields are available in QLI, eventually, the data is available in SO.
Hello Everyone!!
I’m a fresher currently learning Salesforce Revenue Cloud and Constraint Rules Engine (CRE). I’m working on the CRE setup and seem to be missing something because products are no longer visible in the quote after completing the configuration.
Here are the steps I performed:
After completing the setup, the issue is that products are no longer visible when creating or editing a quote.
Has anyone encountered this issue before? Is there any configuration step that I might have missed, or any specific logs/settings that I should verify?
Any guidance would be greatly appreciated.
#Revenue Cloud
An Error Occurred with Your "Create and Update Renewal Opportunities" Flow
You’ve received this email because an error occurred while your "Create and Update Renewal Opportunities" flow was running.
Error element GetRenewableAssetsSummary (FlowActionCall).
We couldn’t fetch the data for RevSalesTransactionContext context definition. Try again later or contact your Salesforce admin for help.
@Abhishek R Context definition is active and has been assigned to the active pricing procedure.But I have not mapped anything so what i need to map?
Hello Everyone,
Recently, I started learning Revenue Cloud. In quote, when I click Browse Catalogs in Quote-> Lines. Upon clicking Browse Catalogs, it isn't showing the products. I have checked the Product Catalog Managment Products whether there are active or not.
Anyone can help.
@* Salesforce Revenue Cloud *
#Revenue Cloud
Hi @Uttej Cheedalla, try creating Full Index from Product Discovery Setting and refresh PriceBookEntry V2 decision table.
Hi,
We would like to make the start date of the first segment editable. Is it possible to do this in Revenue Cloud? We only want to change the Start Date for the first Ramped segment.
#Revenue Cloud
Thank you for your response. However, when we use the "
Create Ramp Schedule" button, it provides an option to edit the ramp schedule for first group, allowing users to update only the start date for the first group.
However, this approach does not work for the standard MYD scenario. Is there a setting or configuration that would allow this to work for the standard MYD scenario?
QuoteLine Attributes
=> Maintenance Tier | Speed | Region
Decision/Lookup Table
=> as per below:
How to fetch list price from decision table based on multiple QuoteLine Attribute selection in Salesforce Revenue cloud?
Re-reading your question
> How to fetch list price from decision table based on multiple QuoteLine Attribute selection in Salesforce Revenue cloud?
Are these Attributes that are set during product configuration? If so, they cannot be referenced for a Decision Table, and I believe you need to use a Pricing Hook instead.
If they are field values on the Quote, Quote Line Item then they can be referenced.
Hi
The Pricing Method is configured as Tiered, and Rate Adjustments By Tier records have been created successfully on the Rate Card Entry. However, in the Cart under Usage Resources → Usage Billing → Rates, only the Current Rate is displayed and the tier details are not visible.
Has anyone experienced this behavior? Are there additional configurations required for tiered usage pricing to be displayed in the cart?
did you create Pricebook Rate Cards for both Base and Tiered rate cards?
Also you might need to create Transaction Processing record with ratingpreference set to fetch in order to save Quote Line Rate Card Entry.