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Apply a per unit price within Block Price Tiers in Salesforce CPQ

Fecha de publicación: Aug 25, 2025
Descripción

The OverageRate special field allows you to enter an additional per unit charge within Block Price tiers.  This is added on top of the block price selected and calculated by taking the difference between the minimum quantity for the block and the quantity entered for that line item:

Block price = price for the block + ((quantity - minimum quantity for block) * overage rate)


NOTE:  Overage rates are not supported for products with price schedules or consumption schedules.  If a customer needs block prices with an overage rate on the final tier, they can use block prices with slab discount schedule

Solución

Place an Overage Rate on a Block Priced Product

1. Navigate to the Block Price Object.
2. Create a New Currency Field.
3. Field Name: OverageRate (API Name: OverageRate__c)
4. Click Save.
5. Enter your overage rates for all block tiers as necessary.

NOTE: The Price of each product will be based on the formula above.


Basic Use Case Example:

A business has a block-pricing structure for one of its products, but wishes to price the product per-unit beyond the upper bound of their second Block price tier.  The table below represents desired product pricing:

Block TierLower BoundUpper BoundPrice 
1 - 10 Units111$1000
11 - 20 Units1121$1500
21+ Units21 $1500 + $25/unit



To implement this pricing structure:

1. Navigate to the relevant Product
2. From the Block Price Related List, click New Block Price
3. Set the following field values:
     i. Price Name: 1 - 10 Units
     ii. Lower Bound: 1
     iii. Upper Bound: 11
     iv. Price: 1000
4. Click Save & New
5. Set the following field values: 
     i. Price Name: 11 - 20 units
     ii. Lower Bound: 11
     iii. Upper Bound: 21
     iv. Price: 1500
6. Click Save & New
7. From the Quick Access Menu, click View Fields
8. Create New Field, Data Type: Currency
9. Set the following field values:
     i. Field Label: Overage Rate 
     ii. Length: 16
     iii. Decimal Places: 2
     iv. Field Name: OverageRate 
10. Click Save
11. Return to the Block Price Edit tab and refresh
12. Set the following field values:
      i. Price Name: 21+ Units
     ii. Lower Bound: 21
     iii. Upper Bound: {blank}
     iv. Price: 1525 (this price must reflect the charge for the 21st unit)
     v. Overage Rate: 25
13. Click Save
14. Navigate to a Quote, add the relevant product
15. Adjust quantity to verify accurate pricing

Número del artículo de conocimiento

000383939

 
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