Setting up a Pricing Procedure (2.3)
To enter a manual discount, you need to create a new Pricing Procedure record that will ignore any other discounts and that can be applied to the order if the Manual Discount Percent field is filled out during the order-taking process.
To configure a new procedure:
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Go to the Pricing Procedure tab and click New.
By default, the Pricing Procedure object has no tab. Follow this guide to create a custom tab for this object. -
Specify the following:
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Specify the new Procedure Name.
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Set Active.
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Select the Sales Organization, for which the procedure will be available.
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Select Order Types, for which you want to apply this procedure.
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Specify the Pricing Procedure in JSON format. Please note that:
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This JSON uses a new Manual Discount Percent calculation type and two additional Calculation Types that can be configured by completing Workshop 2.1 and Workshop 2.2. Carefully check the values specified for the procedure key as they define which discounts will be applied in the order. In case the values are not correct, the system displays an error.
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This JSON is an example of the procedure for manual discount calculation, which requires adding the Drill Down Step and the List Price check at the beginning of the pricing procedure. This allows to check if the Manual Discount Percent field contains a value (not empty), so it would be either applied as a discount for the order line item or skipped for the following matching conditions to be applied instead.
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The full description of the Pricing Procedure steps is available here.
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JSON with Comments only meant to explain the pricing steps and will not work for the Pricing Procedure.
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Insert this JSON
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JSON with Comments
Click to view
{ "version": 2, "steps": [ { "type": "drillDown", "baseObject": "orders__OrderLineItem__c", "basePrice": "ManualDiscountPercent__c", "result": [ { "resultObject": "orders__DeliveryLineItem__c", "resultPrice": "ManualDiscountPercent__c" } ] }, { "type": "procedure", "basePrice": "$.listPrice", "resultPrice": "$.unitPrice", "condition": { "operator": "OR", "items": [ { "field": "ManualDiscountPercent__c", "operator": "lessOrEqual", "value": 0 }, { "field": "ManualDiscountPercent__c", "operator": "equal", "value": null } ] }, "procedure": { "type": "MULT", "round": "item", "roundTo": 4, "items": [ { "calculationType": "ClientBased" }, { "calculationType": "Promo" } ] } }, { "type": "procedure", "basePrice": "$.listPrice", "resultPrice": "$.unitPrice", "condition": { "operator": "AND", "items": [ { "field": "ManualDiscountPercent__c", "operator": "greater", "value": 0 } ] }, "procedure": { "type": "MULT", "round": "item", "roundTo": 4, "items": [ { "calculationType": "manualdiscountpercent" } ] } }, { "type": "setValue", "object": "orders__DeliveryLineItem__c", "resultPrice": "$.unitPrice", "condition": { "operator": "AND", "items": [ { "field": "$.unitPrice", "operator": "less", "value": 0 } ] }, "value": 0 }, { "type": "rollUp", "baseObject": "orders__DeliveryLineItem__c", "basePrice": "$.unitPrice", "method": "copyEqual", "result": [ { "resultObject": "orders__OrderLineItem__c", "resultPrice": "$.unitPrice" } ] }, { "type": "setValue", "object": "orders__DeliveryLineItem__c", "resultPrice": "$.totalPrice", "value": { "operator": "multi", "items": [ "$.unitPrice", "$.quantity" ] } }, { "type": "rollUp", "baseObject": "orders__DeliveryLineItem__c", "basePrice": "$.totalPrice", "method": "sum", "result": [ { "resultObject": "orders__Order__c", "resultPrice": "$.totalPrice" }, { "resultObject": "orders__Delivery__c", "resultPrice": "$.totalPrice" }, { "resultObject": "orders__OrderLineItem__c", "resultPrice": "$.totalPrice" } ] }, { "type": "setValue", "object": "orders__DeliveryLineItem__c", "resultPrice": "$.totalDiscount", "value": { "operator": "multi", "items": [ { "operator": "sum", "items": [ "$.listPrice", "- $.unitPrice" ] }, "$.quantity" ] } }, { "type": "rollUp", "baseObject": "orders__DeliveryLineItem__c", "basePrice": "$.totalDiscount", "method": "sum", "result": [ { "resultObject": "orders__Order__c", "resultPrice": "$.totalDiscount" }, { "resultObject": "orders__Delivery__c", "resultPrice": "$.totalDiscount" }, { "resultObject": "orders__OrderLineItem__c", "resultPrice": "$.totalDiscount" } ] } ] }Click to view
{ "version": 2, "steps": [ { "type": "drillDown", "baseObject": "orders__OrderLineItem__c", "basePrice": "ManualDiscountPercent__c", // The custom field added to the Order Line Item object. Check that the correct API name is specified. "result": [ { "resultObject": "orders__DeliveryLineItem__c", "resultPrice": "ManualDiscountPercent__c" // The custom field added to the Delivery Line Item object. Check that the correct API name is specified. } ] }, { "type": "procedure", "basePrice": "$.listPrice", "resultPrice": "$.unitPrice", "condition": { "operator": "OR", "items": [ { "field": "ManualDiscountPercent__c", // The custom field added to the Delivery Line Item object. Check that the correct API name is specified. "operator": "lessOrEqual", "value": 0 }, { "field": "ManualDiscountPercent__c", // The custom field added to the Delivery Line Item object. Check that the correct API name is specified. "operator": "equal", "value": null } ] }, "procedure": { "type": "MULT", "round": "item", "roundTo": 4, "items": [ { "calculationType": "ClientBased" }, { "calculationType": "Promo" } ] } }, { "type": "procedure", // In this step of the Pricing Procedure, we calculate a Manual Discount. "basePrice": "$.listPrice", "resultPrice": "$.unitPrice", "condition": { "operator": "AND", "items": [ { "field": "ManualDiscountPercent__c", // The custom field added to the Order Line Item object. Check that the correct API name is specified. "operator": "greater", "value": 0 } ] }, "procedure": { "type": "MULT", "round": "item", "roundTo": 4, "items": [ { "calculationType": "manualdiscountpercent" // External Id of the Calculation Type record. Check that the correct External Id is used. } ] } }, { "type": "setValue", // In this step of the Pricing Procedure, we set the Unit Price field of the Delivery Line Item record to 0 if the result Unit Price for Delivery Line Item is less than 0. "object": "orders__DeliveryLineItem__c", "resultPrice": "$.unitPrice", "condition": { "operator": "AND", "items": [ { "field": "$.unitPrice", "operator": "less", "value": 0 } ] }, "value": 0 }, { "type": "rollUp", // In this step of the Pricing Procedure, we copy Unit Price of Delivery Line Items to Order Line items if they are the same for all Delivery Line Items. "baseObject": "orders__DeliveryLineItem__c", "basePrice": "$.unitPrice", "method": "copyEqual", "result": [ { "resultObject": "orders__OrderLineItem__c", "resultPrice": "$.unitPrice" } ] }, { "type": "setValue", // In this step of the Pricing Procedure, we calculate Total Price for all Delivery Line Items. "object": "orders__DeliveryLineItem__c", "resultPrice": "$.totalPrice", "value": { "operator": "multi", "items": [ "$.unitPrice", "$.quantity" ] } }, { "type": "rollUp", // In this step of the Pricing Procedure, we calculate Total Price with the applied manual discounts for Order, Delivery, and Order Line Items. "baseObject": "orders__DeliveryLineItem__c", "basePrice": "$.totalPrice", "method": "sum", "result": [ { "resultObject": "orders__Order__c", "resultPrice": "$.totalPrice" }, { "resultObject": "orders__Delivery__c", "resultPrice": "$.totalPrice" }, { "resultObject": "orders__OrderLineItem__c", "resultPrice": "$.totalPrice" } ] }, { "type": "setValue", // In this step of the Pricing Procedure, we calculate Manual Discount for all Delivery Line Items. "object": "orders__DeliveryLineItem__c", "resultPrice": "$.totalDiscount", "value": { "operator": "multi", "items": [ { "operator": "sum", "items": [ "$.listPrice", "- $.unitPrice" ] }, "$.quantity" ] } }, { "type": "rollUp", // In this step of the Pricing Procedure, we calculate Manual Discount for Order, Delivery, and Order Line Items. "baseObject": "orders__DeliveryLineItem__c", "basePrice": "$.totalDiscount", "method": "sum", "result": [ { "resultObject": "orders__Order__c", "resultPrice": "$.totalDiscount" }, { "resultObject": "orders__Delivery__c", "resultPrice": "$.totalDiscount" }, { "resultObject": "orders__OrderLineItem__c", "resultPrice": "$.totalDiscount" } ] } ] } -
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Click Save.
The Pricing Procedure record is created.