Transaction Management Features

Manage common Transaction Management features across all sales transaction records for your business. Review these configurations to unify pricing, tax, and currency settings across your organization.

• Pricing Customization for Different Transaction Types
  Link custom fields to different pricing procedures to show unique prices based on the transaction type. For example, B2B customers receive volume discounts while B2C customers see standard pricing.
• Multiple Currencies for Transactions
  Turn on multiple currencies to help your users to transact in different global units. The system uses the currency code in the Quote or Order Currency fields to determine the transaction's currency.
• Set Up Header Adjustments
  Configure header adjustments to help your sales reps to apply discounts to an entire quote or order. Use the Discount Distribution Service (DDS) element in your pricing procedures to support this feature.
• Tax Configurations in Transaction Management
  Automate tax calculations for taxable products or services by using your selected tax engine, policies, and treatments.
• Set Up Derived Pricing Assets to a Quote or Order
  Streamline the quoting process by automatically adding derived product assets when your users add contributing products to a transaction.
• Set Up Transaction Processing for Complex Product Configurations
  To handle complex product configurations, increase the number of product attributes that a sales transaction can support. To control performance, you can also specify the number of records processed in a single transaction.