Loading

Apply Additional Discount Last in the Salesforce CPQ price sequence

Veröffentlichungsdatum: Aug 28, 2024
Beschreibung

If an organization would like to apply Additional Discounts after all other Discounts in the CPQ Price Waterfall, create a special field named ApplyAdditionalDiscountLast (API name: ApplyAdditionalDiscountLast__c) on the Quote object to enable this feature. Enabling this feature reorders the fields used in the CPQ Pricing Engine and moves Additional Discount to the bottom after Net Unit Price (after all other possible discounts) to achieve Customer Unit Price as the true price paid for your customers.

Typically if your organization is using this setting, it is best to have this be a number formula field that evaluates to 1 to have this maintained on all Quotes, Amendments, and Renewals in your organization.

Lösung

The Price Sequence with this feature turned on becomes the following:

List Unit Price -> Regular Unit Price -> Partner Unit Price -> Net Unit Price -> Customer Unit Price


For example, the following is a pricing scenario with this feature enabled:

  1. List Unit Price ($10,000)
  2. Quantity 10
  3. Discount Schedule - Range Discount Tier of 10%


Results:

List Unit Price: $10,000.00
List Total = $100,000.00

$10,000.00 - Automatic Discounts (10%) = $10,000 - $1,000

Regular Unit Price = $9,000.00
Regular Total = $90,000.00

$9,000.00 - Partner Discounts (20%) = $9,000 - $1,800

Partner Unit Price = $7,200.00 
Partner Total = $72,000

$7,200.00 - Distributor Discounts (30%) = $7,200 - $2,160

Net Unit Price = $5,040.00
Net Total = $50,400.00

$5,040.00- Additional Discount % (10%) = $5,040 - $504

Customer Unit Price = $4,536.00
Customer Total = $45,360.00


Customer Total is the true end price for quote lines after all discounts are applied and totals are calculated using quantity. Here is the modified CPQ Price Waterfall when ApplyAdditionalDiscountLast__c is active:
 

List Price

Price pulled from the quote's associated Price Book

System Discounts and adjustments

Includes contracted prices, discount schedules, proration, and Special Price if a value exists for Special Price Type

Regular Price

Prorated list price after system discounts or the Special Price if a Special Price Type is specified

Partner Discount

Discount given to the selling partner, entered by the sales user

Partner Price

Regular Price minus Additional Discount

Distributor Discount

Discount given to distributor, entered by sales user

Net Price

Partner Price minus Distributor Discount

Additional Discounts

Value entered by sales users or pricing guidance

Customer Price

Net Price minus Additional Discounts, final price for the line

 

 

Behavior with Renewal Pricing Methods

The following is the behavior of the CPQ Pricing Engine with different Renewal Pricing Methods in Salesforce CPQ.

 

  • Same - Will map List Unit Price from price book, Regular Unit Price from that price after system discounts and apply the “Additional Discount (Amt)” (the difference of Regular Price and Customer Price to reach the Customer Unit Price). This maintains all discounts because Customer Unit Price is your true net price with this feature. 

  • List - Only applies system discount. This setting does not map previous discounts.

  • Uplift - Same behavior as Same but if an Uplift is defined on the Contract or Subscription, the Renewal Uplift % is applied to the Customer Unit Price via the Additional Disc. (Amt) field.


NOTE: Once this special field is created, Orders do not automatically pull the correct price from Quote lines to their Order products. In order to have the correct price on the Order Products, you will also need to create the same field named ApplyAdditionalDiscountLast__c on the Order object.

Zusätzliche Ressourcen
SEE ALSO
Nummer des Knowledge-Artikels

000382082

 
Laden
Salesforce Help | Article