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Penny Perfect Pricing
Apply a Percentage Discount Off the List Price

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Apply a Percentage Discount Off the List Price

Calculate a discount against the result of a prior pricing step, instead of against the raw order value.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions in Manufacturing Cloud, Automotive Cloud, and Consumer Goods Cloud, with required add-ons.

Let's consider a scenario where Acme Fabrication, in addition to its $95 negotiated price from the previous scenario, qualifies for an extra 10% volume discount. The discount must apply to the $95 price already calculated for Acme Fabrication — not to the general $120 list price, and not to the raw order value.

  1. Define the Discount Specification.
    1. See Create a Pricing Specification for the create/activate procedure. Create a specification named "10% Volume Discount."
    2. Set Meta Type to Percentage, Rounding to Commercial Rounding, and Decimal Places to 2.
    3. Click Save, then Activate.
  2. Add the Discount Step to the Calculation Schema.
    Note
    Note To hold an intermediate result — for example, the lowest, highest, or summed value across several prior steps — so a later step can reference it, check the Subtotal checkbox on the referenced step, together with the Minimum, Maximum, or other reserved meta types.
    1. Open the Standard Pricing Procedure calculation schema from the previous scenario.
    2. Add a new Calculation Schema Step referencing the 10% Volume Discount specification, with Position = 20 and Step Reference = 10 — so the discount is calculated against step 10's result (Acme Fabrication's $95 price), not the raw order value.
    3. Click Save, then Activate.
  3. Load the Discount Data.
    1. Using Data Loader, import an External Pricing Key Value record keyed to Acme Fabrication, with a Pricing Value of 10 (percent).
    2. Run the External Pricing Key Value Consolidation job. See Load Pricing Data from a Backend ERP System for the full job procedure.
  4. Simulate the Price.
    1. Recalculate the price on Acme Fabrication's order from the previous scenario.
    2. On the Pricing Details tab, step 10 shows $95 (the negotiated price), step 20 shows the 10% discount with Step Reference = 10, and the Calculation Result for step 20 shows $85.50 — confirming the discount was applied to the $95 negotiated price rather than to the $120 list price.
 
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