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            Edit Discount Schedules in the Quote Line Editor

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            Edit Discount Schedules in the Quote Line Editor

            When you’re negotiating prices with a customer, you can change the range of discounts in your discount schedule. Use the quote line editor to change discount schedule tiers, bounds, units, and discount values. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Spring ’16 and later

            To edit discount schedules in the quote line editor, your Salesforce admin must define a value for the discount schedule’s Override Behavior field.

            If you can’t create or change discount schedules, ask your Salesforce admin to enable your permissions for the discount schedule and discount tier objects.

            1. Click the discount schedule icon on your quote line.
              Salesforce CPQ displays the Discount Schedule Editor page.
            2. If your admin set the discount schedule’s override behavior to Current Tier Only, you can edit only the following fields on the tier that currently covers your quote line: Name, Lower Bound, Upper Bound, and Discount (%).
            3. If your admin set the discount schedule’s override behavior to All, you can edit fields on every tier and also perform the following actions.
              1. Click + to add a tier below the current discount tier.
              2. Click Add to add a tier after the discount schedule’s last tier.
              3. Select the delete tier icon to remove a discount tier.
              4. Select several tiers and then click Delete to delete all those tiers
              5. If you want to delete all your schedule’s tiers, select the checkbox next to the # header and then click Delete. Salesforce CPQ requires at least one tier for a discount schedule to take effect, so you cannot delete the first tier.

            When you save in the quote line editor, Salesforce CPQ creates quote lines after the save action. Therefore, if you add a product with a discount schedule, edit the discount schedule, then save the quote, Salesforce CPQ doesn’t populate the discount schedule’s Quote Line field. If you want the discount schedule’s Quote Line field to populate consistently, add your product first, save the quote, and then edit the discount schedule.

             
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