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            Create a Discount Schedule Based on Custom Fields

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            Create a Discount Schedule Based on Custom Fields

            Create a discount schedule that evaluates a custom quote line field to determine its discount tier. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Summer ’15 and later

            A discount schedule uses the Quote Line Quantity field to determine which discount tier covers the quote line. By default, the Quote Line Quantity field is based on the quantity in the quote line, but you can change it to another field on the quote line. However, if this custom field doesn’t have a value when Salesforce CPQ first loads the discount schedule in the quote line editor, the discount tier uses the quote line’s quantity instead. Custom fields aren’t supported for discount schedules that include cross-orders.

            For example, a company sells fabric in single bolts and provides discounts for large orders. Quote lines for all fabric products in the price book inherit a custom field called Fabric Length. The company creates a discount schedule in which tiers correspond to the quote line’s fabric length.

            1. Add the Quote Line Quantity field to the Discount Schedule page layout.
            2. Add your custom field to the Quote Line page layout.
              The custom field must be a formula field, number field, or a field that you can edit on the quote line record.
            3. Add your custom field to the Quote Line Quantity picklist.
            4. If you want to edit the custom field in the quote line editor, add the field to the quote line’s Line Editor field set.
            Note
            Note
            • Custom fields aren’t supported for discount schedules that include cross-orders.
            • Targeting an amendment quote line with the same custom-quantity slab discount schedule that targeted the original quote line on the original quote isn’t supported.
             
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