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Manage Your Quotes with CPQ
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            Allow Users to Edit Discount Schedules in the Quote Line Editor

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            Allow Users to Edit Discount Schedules in the Quote Line Editor

            You can let your sales reps edit discount schedule tiers, bounds, units, and discount values from within the quote line editor. This feature is useful if you want to give sales reps greater control over creating or managing discount schedules. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Spring ’16 and later

            To create and edit custom discount schedules, sales reps require create, read, edit, and delete permissions on the discount schedule and discount tier objects.

            1. Go to a discount schedule record.
            2. Set the Override Behavior field to one of the following values.
              • All: Sales reps can edit all this discount schedule’s tiers.
              • Current Tier Only: Sales reps can edit only the pricing tier that the quote line currently falls within.
                Important
                Important In the quote line editor, the discount schedule editor can show only the standard Quantity field (SBQQ__Quantity__c). If the discount schedule’s Quote Line Quantity Field (SBQQ__QuoteLineQuantityField__c) references a different quantity field, Salesforce CPQ still uses Quantity for showing the discount schedule tier, while using the value of Quote Line Quantity Field for calculations. If Quote Line Quantity Field has a null value, Salesforce CPQ also uses Quantity for calculation.
             
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