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How to run separate pricing logic on quotes and orders in Revenue Cloud

Fecha de publicación: Jul 21, 2026
Descripción

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.

Solución

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 -

  1. Go to Setup -> Procedure Plan Definitions
  2. Click on New
  3. Provide a Tile and a Developer Name
  4. Set the Process Type to Revenue Cloud
  5. Set the Primary Object to Quote
  6. Set the Context Definition to the currently used extended SalesTransaction context definition
  7. Click on Save
  8. Set the Read Context Mapping and the Save Context Mapping to QuoteEntitiesMapping
  9. Add a Procedure Plan Section
  10. Provide a Name
  11. Set the Section Type to Pricing Procedure
  12. Click on Save
  13. Set the Phases to Pricing
  14. Set the Resolution Type to Default
  15. Set the Read Context Mapping and the Save Context Mapping to QuoteEntitiesMapping
  16. Set the Procedure to the quote's pricing procedure
  17. Save and activate the procedure plan definition

 

For orders -

  1. Go to Setup -> Procedure Plan Definitions
  2. Click on New
  3. Provide a Tile and a Developer Name
  4. Set the Process Type to Revenue Cloud
  5. Set the Primary Object to Order
  6. Set the Context Definition to the currently used extended SalesTransaction context definition
  7. Click on Save
  8. Set the Read Context Mapping and the Save Context Mapping to OrderEntitiesMapping
  9. Add a Procedure Plan Section
  10. Provide a Name
  11. Set the Section Type to Pricing Procedure
  12. Click on Save
  13. Set the Phases to Pricing
  14. Set the Resolution Type to Default
  15. Set the Read Context Mapping and the Save Context Mapping to OrderEntitiesMapping
  16. Set the Procedure to the order's pricing procedure
  17. Save and activate the procedure plan definition

 

Finally, go to Setup -> Revenue Settings and turn on Procedure Plan Orchestration for Pricing, along with Exclude Default and Sales Transaction Type Pricing Procedures.

Número del artículo de conocimiento

005389414

 
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