Calculation Type Field Reference

The Calculation Type object stores all data about a particular type of discount calculation.

Object API name: orders__CalculationType__c

Field API Name Type Description

Apply Condition Type

orders__ApplyConditionType__c

Picklist

Select the type of work with the Condition records.

To see the example, refer to Calculation Type: ApplyConditionType__c Field Specification.

Available values:

  • First is used to apply the first matching condition (if found) to the individual Calculation Type and go to the next Calculation Type.

  • FirstNonZero is used to apply the first non-zero matching condition to the individual Calculation Type and go to the next Calculation Type.

    Available only for the Condition record type.

  • AllNonZero is used to apply all non-zero matching conditions to the individual Calculation Type and go to the next Calculation Type, and all discount conditions will be used to calculate Unit Price.

    Available only for the Condition record type.

  • Maximum Discount Condition is used to apply maximum discount rate:

    1. All Condition records based on Condition Details field are selected.

    2. All Condition records that contain Discount Rate Location = Condition Record are compared with each other by Discount Rate (%) or Discount Rate (Amount).

    3. The condition with maximum discount rate is selected.

      Available only for the Condition record type and only with the Web Service enabled.

  • Minimum Discount Condition is used to apply minimum discount rate:

    1. All Condition records based on Condition Details field are selected.

    2. All Condition records that contain Discount Rate Location = Condition Record are compared with each other by Discount Rate (%) or Discount Rate (Amount).

    3. The condition with minimum discount rate is selected.

Available only for the Condition record type and only with the Web Service enabled.

Calculation Method

orders__CalculationMethod__c

Picklist

The applied method of price calculation:

  • Increase

  • Decrease

Condition Fields List

orders__ConditionFieldsList__c

Long Text Area(32768)

List of fields that are available for the user. The list includes all child fields for Condition Group and Condition objects.

The field is automatically updated based on the Condition Fields Update Type value.

Condition Fields Update Type

orders__ConditionFieldsUpdateType__c

Picklist

The way of updating the conditions fields list:

  • Real-time: the stored list of fields will be updated whenever the values in the Condition Details field on Condition records are changed.

  • Batch update: the stored fields will be updated in batches. Can be enabled only if the Force Condition Fields Update checkbox is selected.

    When a batch is processed, the checkbox is deselected.

Condition Recalculation Fields

orders__ConditionRecalculationFields__c

Long Text Area(32768)

Specify the API names of fields that will initiate the matching conditions search for Order Line Item records from the beginning when changed.

  • Only fields from the Order Delivery and Order Line Item objects are supported. If the specified fields belong to any other object, these fields will be skipped in the process.

  • Users must have access to the specified fields. Otherwise, the price fields will be based on the $.listPrice field.

Discount Recalculation Fields

orders__DiscountRecalculationFields__c

Long Text Area(32768)

Specify the API name of a field in JSON format that, when changed, will initiate the recalculation of a discount within each condition.

  • Only fields from the Order, Delivery,Order Line Item and Delivery Line Item objects are supported. If the specified fields belong to any other object, these fields will be skipped in the process.

The same recalculation logic is applied when the Quantity field is changed.

External ID

orders__ExternalId__c

Text(255) (External ID) (Unique Case Sensitive)

Calculation Type external identifier.

Field Search Based On

orders__FieldSearchBasedOn__c

Picklist

Determines if Condition Fields will be searched starting from Order Line Item or Delivery Line Item. Available values:

  • Order Line Item (default)

  • Delivery Line Item

This field applies only to Web Service calculations and does not affect the internal calculator. Pricing procedures with this field will be ignored and excluded from the Price Tag logic.

Force Condition Fields Update

orders__IsForceConditionFieldsUpdate__c

Checkbox

If selected, the Condition Fields List field will be updated after the Condition object fields were changed on the child records. The checkbox is required if the Batch update mode is selected in Condition Field Update Type.

Need Condition Fields Force Update

orders__isNeedConditionFieldsUpdate__c

Checkbox (hidden)

Selected, if the Condition Fields Update Type field is set to Batch update and the Force Condition Fields Update checkbox is set to active. It is unchecked after the update process is finished.

It is hidden from the interface, intended only for develop customization purposes.

Level Based On

orders__LevelBasedOn__c

Picklist

Select the object where the calculation will be performed:

  • Order Line Item.

  • Delivery Line Item.

If the Delivery Line Item is selected, the processing of the Condition records will be the same as for the Order Line Item object and the conditions will be calculated based on values on the Order Line Item records.

Level Formula

orders__LevelFormula__c

Long Text Area(32768)

The formula in JSON format is used to calculate quantity across multiple fields.

The source object for formula fields is defined in the Level Based On field.

It is possible to use fields with the Number and Currency types to calculate quantity or amount, and the values from these fields can be used for the discount calculation based on the entire order or the previous deliveries. In this case, an additional step should be specified in the Pricing Procedure to process this summary.

To see the example, refer to Calculation Type: LevelFormula__c Field Specification.

Promo Related

orders__IsPromoRelated__c

Checkbox

If selected, promos can be linked to this calculation type.

Record Type

RecordType

Record Type

Available values:

  • Condition is used for discount calculation conditions that allow using advanced calculation methods.

    • Supports difficult cases for Promotions, for example:

      • Allows setting the number of unique SKUs to be eligible for the discounting.

      • Allows setting the required min for a particular product from the group to get the discount.

    • Uses JSON syntax.

    • Created automatically if related to a promo.

    • Can be set up by a developer or an advanced consultant.

  • Group + Condition: Condition is used to store specific calculation conditions and linked to the parent Condition Group object.

    • Inherits the structure of ERP systems and is easier to integrate.

    • Uses Salesforce syntax and can be set up by consultants.

      Not applicable for advanced calculations and Promotion discounts calculation.

Unit of Measure

orders__UnitOfMeasure__c

Picklist

Unit of measure used for price calculation:

  • Percent

  • Amount
``