Typically you are marking on the Product record whether that product is able to accept a discount or not. But what if you need to do this based on criteria? This is where Price Rules are great. The simple method is to use Price Condition logic to determine when to make the Quote Line’s Non-discountable… Continue reading Making a Quote Line Non-discountable with Logic
Tag: Price Rules
When You Should Rerun the Install Scripts
When CPQ decides to just not work as expected, rerunning the install scripts from the Managed Package page should be a first stop. The key indicators of when to run the rules is when CPQ throws an error with the phrase “Field Metadata” in it A price rule condition stops working or is not considered… Continue reading When You Should Rerun the Install Scripts
The Calculation Sequence and Price Rules
I am making a bold prediction that this post will receive the most views over time. Especially compared to other technical posts. And here is why, Price Rules to CPQ is both the core and the most misunderstood feature. Most people read the help manual or trailhead and believe they understand how Price Rules work.… Continue reading The Calculation Sequence and Price Rules