Loading

Pricing Requires Multiple Calculations in Salesforce CPQ

Дата публикации: Feb 13, 2025
Описание
Salesforce CPQ’s Quote Calculation Stages and Product Pricing ensure that all Quote Lines and Quotes calculate pricing correctly. 

Each time a quote is calculated, Salesforce CPQ goes through all of the CPQ Quote Calculation Stages (On Initialization, Before Calculate, On Calculate, After Calculate). While there are several Price Rule Considerations, if a Price Rule is configured to access a field value that has not yet been calculated, multiple calculations (or a “double calculate”) is required for the Price Rule/Price Action to receive the desired values.
 
Решение
If pricing requires multiple calculations (or a “double calculate”) to receive the desired calculated price values, Price Rules need to be reassessed to ensure that all fields referenced in Price Conditions and Price Actions are available at the time they are being evaluated.

Please consider the following when troubleshooting Price Rules that may require multiple calculations.

Calculation stages and pricing order:
  1. On Initialization Price Rules evaluate
    • Quote Line formula fields evaluate
  2. Before Calculate Price Rules evaluate
  3. On Calculate Price Rules evaluate
  4. After Calculate Price Rules evaluate
    • Quote Line formula fields evaluate
    • Note: If a Price Action in an After Calculate Price Rule influences CPQ Unit Price fields in any way, another round of calculations must take place as the internal pricing logic will not be accurate until the calculation sequence is retriggered.


During each of the calculation stages the following takes place:

  • Summary Variables are evaluated. There is no specific order to them evaluating as they are all evaluated before any changes are made.
  • Price Rules will have their Price Conditions evaluated to determine if their Price Actions should fire. There is no specific order to evaluating conditions as they are all evaluated before any changes are made by Price Actions for a given calculation stage.
  • Price Rules whose Conditions evaluated to “True” will fire in the order dictated by the value in the “Evaluation Order” field. Price Actions associated with a Price Rule fires in the order dictated by the “Order” field on Price Action. 

If the desired pricing logic is especially complex or one would like to modify how calculations are performed, it may be necessary to leverage a Quote Calculator Plugin (QCP).
Номер статьи базы знаний

000388745

 
Загрузка
Salesforce Help | Article