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Use the Discount Distribution Service Element
To calculate discounts that can be spread evenly across all line items or specifically across a subsection of line items, use the Discount Distribution Service element.
Required Editions
| User Permissions Needed | |
|---|---|
| To create pricing procedures: | Salesforce Pricing Design Time |
Let’s look at a scenario where we are applying a $300 discount equally across a laptop and a printer on their net unit price.
- Create a pricing procedure. To create a pricing procedure, follow the first 5 steps in Configure Your Pricing Procedure.
-
Click
to add the Pricing Setting element and map these variables.
- Input Variables
- Line Item: LineItem
- Output Variables
- Price Waterfall: price_water_fall
- Net Unit Price: NetUnitPrice.
- Subtotal: ItemNetTotalPrice
- Input Variables
-
Add the List Price element to fetch the base price of the product.
Under Lookup Table Details, select the Price Book Entries decision table and map these variables.
- Input Rule Variables
- Product: Product
- Price Book: PriceBooks
- Product Selling Model: ProductSellingModel
- Input Variables
- Quantity: LineItemQuantity
- Output Variables
- List Price: ListPrice
- Subtotal: ItemNetTotalPrice
- Input Rule Variables
-
Add the Discount Distribution Service element.
Important You can only add the Rounding Values and Aggregate Price element after the Discount Distribution Service element in a pricing procedure. -
Select the line items that must be eligible for a discount. In our example, we aren't
selecting any because we want all input line items in the quote to be considered for
calculation.
If you've selected either of the options, this is how the procedure would read the information.
Lookup Table Discounts are distributed across all line items based on the decision table you select to retrieve data from.
Define participating conditions Discounts are applied to quotes based on the conditions you set. For example, you could set a condition to apply discounts to quotes where the product category is Electronics and the product's Net Unit Price doesn't exceed $150.
-
Map these variables.
- Input Variables
- Header Discount Type: HeaderDiscountType
- Header Discount Value: HeaderDiscountValue
- Header Distribution Logic: HeaderDistributionLogic
- Header Distribution Type: HeaderDistributionType
- List Price: ListPrice
- Quantity: LineItemQuantity
- Line Item: Lineitem
- Input Unit Price: ListPrice
- Minimum Net Unit Price: MinimumNetUnitPrice
- Output Variables
- Discount Value: LineItemDiscountValue
- Distribution Type: LineItemDiscountType
- Discount Type: LineItemDiscountType
- Net Unit Price: NetUnitPrice
- Subtotal: ItemNetTotalPrice
- Input Variables
-
Click
and select Include in Output.
- Finally, set your preferences to view pricing information, profile access, and rank information.
- Save your procedure.
-
Click Simulate to test your procedure.
Specify the input values for a laptop and printer along with the header discount details which is a $300 discount that must be equally or proportionally applied across all line items.
-
Test your input values by specifying the discount distribution logic as
Equals and click Simulate again.
-
Now, change your input values by specifying the discount distribution logic as
Proportionate and click Simulate
again.
Now, let's use the same scenario to learn how floor limits are set and how you can store the remainder amount for future use. Go back to the Discount Distribution Service element and select Set floor price limit. Here, under the Floor Price Limit section, select Store remainder amount and map the TotalRemainderAmount tag to the Total Remainder Amount variable.
Let's simulate this scenario. In your input value, change the HeaderDiscountValue as $900 instead of $300.
Upon simulation, since we've provided floor prices (the Minimum Net Unit Price) for the printer and laptop, after applying discounts equally across the products, you'll see a remainder amount after the system honors their floor prices. This remainder amount value is then written back to the TotalRemainderAmount tag.
