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Discount Schedule Fields
Use discount schedule fields to customize the scope and discount value of your discount schedule. With certain page layout and field-level security settings, some fields aren’t visible or editable. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
Discount Schedule Fields
- Account
- If a sales rep creates a discount schedule in the quote line editor, the Account field looks up to that quote's account.
- Allow Override
- Sales reps can copy the discount schedule and adjust its tiers in the quote line editor.
- Aggregation Scope
- Define how to combine quantities of quote lines for products by using this discount schedule.
- Quote: Combine line items in the quote.
- Group: Combine line items in the group. Discount schedules that use cross orders or cross products require a Group aggregation scope.
- None: The schedule evaluates each line item independently, even for the same product. Default setting.
Note When an MDQ product falls under an aggregation scope, Salesforce CPQ uses the sum of the quantity in all segments to determine the quote line’s discount tier. Slab discount schedules don’t support aggregation scopes.
- Constraint Field
- If you use cross-order discount schedules, limit the records Salesforce CPQ considers to records with matching fields. The field must exist on both the quote line that’s evaluated and the subscriptions and assets that the discount schedule evaluates the quote line against. The constraint field can’t be a formula field. This feature doesn’t work with amendments, because amendments don’t look up to other orders.
- Cross Orders
- Discount schedules include previously purchased quantities of a line item for a customer. For example, if a customer already bought 5 laptops, and the current quote for this customer contains 10 laptops, Salesforce CPQ uses a quantity value of 15 when it evaluates the current quote line against volume discount tiers. Salesforce CPQ evaluates this field only on primary quotes. Subscriptions or assets from expired or inactive contracts aren’t included in the quantity calculation for a quote line with a cross-order discount schedule.
- Cross Products
- This discount schedule combines the quantities of all products on the quote when the schedule evaluates line quantity against volume discount tiers.
- Description
- Enter a brief description so sales reps know the purpose of this discount schedule.
- Discount Unit
- Choose whether this discount schedule applies discounts as a percentage or as a static amount.
- Excluded Pricebook IDs
- This discount schedule doesn’t apply discounts to products in the selected pricebook.
- Include Bundled Quantities
- When the discount schedule evaluates a bundle product, include the quantities of the bundle’s product options in the aggregation scope.
- Order
- The order that the discount schedule applies to.
- Order Product
- The order product that the discount schedule applies to.
- Original Discount Schedule
- The discount schedule that is overridden to create the current discount schedule.
- Price Scale
- Decimal places for the prices that the discount schedule calculates.
- Controls the number of decimal places that appear in the Discount Schedule Editor within the quote line editor.
- Quote Line Quantity Field
- Calculates discount schedule pricing. This field isn’t supported on amendment quotes.
- User Price for Amount
- If you select this field, the discount schedule's tiers show the target price instead of the discount amount in the line editor.
- User Defined
- This field indicates whether the discount schedule is created by an end user or by an admin.
- Price Book
- Apply this discount schedule to a product from only this price book. Define the product in the discount schedule’s Product field.
- Product
- Apply this discount schedule to only this product, from the price book defined in the discount schedule’s Price Book field.
- Quote
- The quote that contains a quote line with this discount schedule.
- Quote Line
- The discount schedule applies to this quote line. Salesforce CPQ uses this field to track the related quote line only when sales reps can edit the line’s discount schedule while the Override Behavior field is Current Tier Only or All. Otherwise, the discount schedule still applies to the quote line, but this field doesn’t show a value.
- Salesforce CPQ assigns this field a quote line lookup only after sales reps add a product and save the quote, then edit the quote line’s discount schedule or add a discount schedule, and save the quote again.
- Override Behavior
- Defines whether sales reps can edit this discount schedule’s discount tiers in the quote line editor.
- Schedule Name
- We recommend that you give your discount schedule a name that makes it easy for you to tell it apart from your other discount schedules.
- Type
- Choose how this discount schedule applies its discounts to a quote line’s price.
- Range: Products are discounted at the rate of the tier that applies to the quoted quantity. Let’s say you ordered 30 products under the discount schedule in the first two paragraphs. All 30 units receive a 30% discount.
- Slab: Units within a certain bound receive discounts equal to their tier’s discount value. Let’s say you ordered 30 products under the discount schedule in the first two paragraphs. Units 1 through 9 receive a 10% discount, units 10 through 19 receive a 20% discount, and units 20 through 30 receive a 30% discount. You can’t use slab discount products on partial orders.
Discount Tier Fields
- Currency
- Salesforce CPQ supports currency values on discount tiers only in multi-currency orgs and only for price-based discount schedules.
- Discount
- To apply discounts to products with quote line ranges that fall within this tier, enter a discount percentage or amount.
- Lower Bound
- Enter the smallest quantity to include within this tier.
- Name
- We recommend that you give your discount tier a descriptive name.
- Upper Bound
- Enter the largest quantity to include within this tier. This value isn’t inclusive, so make sure your upper bound is one digit higher than what you actually want to include. For example, if you want your tier to include units of 5 through 10, set the upper bound to 11.
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