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            Configure the Price Propagation Element

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            Configure the Price Propagation Element

            Define the formulas and execution sequence for your hierarchical pricing logic by using the Price Propagation element.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Salesforce Pricing is enabled
            User Permissions Needed
            To create, update, and delete pricing procedures: Salesforce Pricing Design Time User
            • Define a context definition that specifically supports the nested group hierarchy structure within your quotes (for example, Sales Transaction Context).
            • Configure the necessary context mappings to link your pricing procedure to your data.

            Configure Propagation Rules and Nodes

            1. Open an existing pricing procedure or create a new one.
              Note
              Note If you're using an existing procedure, make sure it doesn't already contain a price propagation, derived price, or promotion element.
            2. Click Add Element icon to add the Pricing Setting element, select Enable Propagation, and map your common variables (if not already configured).
            3. In the Price Setting element, under Propagation Setting, select Configure Propagation Rules.
            4. In the Configure Propagation Table window, select one of these options:
              • Configure a new table: Select this to define your nodes, joins, and formulas from scratch. Proceed with the steps below.
              • Select a template: Select the Map sales SalesTransactionItem to SalesTransactionGroup template. This template is based on the predefined Sales Transaction Context and automatically maps SalesTransactionItem records to the SalesTransactionGroup.
            5. Select Add Nodes and select these attributes.
              • SalesTransactionItem:
                • ItemDiscountPercentage
                • ListPrice
                • ItemUnitCost__std
                • ItemNetTotalPrice
                • ItemTotalMarginAmount__std
                • SalesTransactionItemGroup
              • SalesTransactionGroup:
                • GroupDiscount__std
                • SummarySubtotal
                • GroupTotalMarginAmount__std
                • GroupSource
            6. Under Join Nodes, define the parent-child relationship between your data levels so the procedure knows how to propagate values.
              • Mapping Type: Parent-Child
              • Parent Key: GroupSource
              • Child Key: SalesTransactionItemGroup
              • Node Identifier: Select a unique identifier (like Line Item Tag) to track these calculations in the execution logs.
            7. Select Merge Attributes and specify these attributes.
              • Attribute Name: Merged_header_1
              • Merged Condition: Not Null
              • Attribute 1: GroupTotalMargin_std
              • Attribute 2: ItemTotalMargin_std

            Define Logic for Horizontal Propagation

            1. To define your pricing logic, select Edit Attributes.
            2. Define your Horizontal Formulas for line-level calculations.
              1. Select the column you want to calculate (for example, Net Unit Price).
              2. Enter the formula (for example, UnitCost + MarginAmount).
              3. Enter a sequence number (for example, 1, 2) to tell the procedure which formula to run first.
              4. Configure the Use Zero for Null Values setting.
                • If enabled, null inputs are treated as 0 and the formula proceeds to the next step.
                • If disabled, any formula with a null argument is skipped.
                Note
                Note

                The Sequence field cannot be empty or negative, and two fields cannot share the same sequence number.

                The system does not auto-adjust sequences. If you change the sequence of one formula, you must manually update the sequence numbers for all other formulas to ensure the correct order.

            Define Logic for Ascending Propagation

            1. Define your Ascending Propagation to roll up values to the parent.
              1. Create a merged attribute (for example, Merge Total Cost).
              2. Select the aggregation function Sum.
              3. Specify the child field to roll up ( for example, Sum(!Child.ItemTotalCost)).
              4. If needed, add up to three conditions to filter the child items included in the calculation (for example, SellingModelType = 'One Time'). All specified conditions must be met for a line item to be included. Items that don't match the criteria or contain null values in the specified fields are excluded from the rollup.
            2. Save the propagation rules.

            Add the Price Propagation Element

            1. Add the Price Propagation element.
            2. Save and activate the procedure.
             
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