Prorate Additional Discount Amount in Salesforce CPQ

Example:

1. Create a Quote with a Subscription Term of 6 months.  
2. Add a Product that has a Default Subscription Term  of 12 months.  
3. Enter an amount for Additional Discount.  If the Product's price is $50 and the discount is $10, the Net Price would normally be $15. When the proration flag is enabled however, the Net Price for this Product will be $20.

The $10 discount has been halved as the Quote Term (6 months) is half of the Product Subscription Term (12 months).


1. Navigate to Setup | Create | Objects | Quote Line.
2. Click New in the Custom Fields & Relationships related list.
3. Select the Formula field radio button, then click Next.
4. Enter a field name of Prorate Amount Discount (API Name must be: ProrateAmountDiscount).
5. Select Number for Formula Return Type.
6. Choose 0 for the Decimal Places option, then click Next.
7. Enter 1 in the Formula field, then click Next.
8. Review Field-Level Security, then click Next.
9. Click Save.

Considerations:

• Prorate Additional Discount Amount functionality is for Additional Discount Amount only.
• Please note that ProrateAmountDiscount__c is a formula field, and any conditional logic can be included to suit specific use cases.
• When the quote line Prorate Amount Discount field exists, percent and unit discounts are not prorated, only amount discounts are prorated.
• When the quote line Prorate Amount Discount field exists, percent discounts are not prorated, only amount discounts are. This may be confusing to users who toggle between amount and % with this feature configured as the entered discount amount does not equal the actual amount.  
• In order to clear up any confusion, we recommend disabling additional discount % and Unit Override by creating the quote line Additional Discount Unit field and excluding percent, Unit Override, and Total Override from the picklist values. See more info on the Additional Discount Unit Article.