Users sometimes need to run separate pricing logic on quotes and orders in Revenue Cloud.
For example, setting the discount of every quote line item to 10% if the quote's region is North, but not having this logic for orders.
To achieve this use case, we can create 2 pricing procedures, one for quote and one for order. Then, we can create 2 procedure plan definitions, one for each pricing procedure.
For quotes -
For orders -
Finally, go to Setup -> Revenue Settings and turn on Procedure Plan Orchestration for Pricing, along with Exclude Default and Sales Transaction Type Pricing Procedures.
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