#Waterfall rules list manual#

► If you want to give your partners a discount before applying volume or manual discounts, create a special field named ApplyPartnerDiscountFirst_c.► If you wish to Channel Partner and Distributor Discounts (the extra discounts Partners and distributors get when they sell products on your behalf) off of List Unit Price in Salesforce CPQ, use the ChannelDiscountsOffList_c special field.It is important to match exactly both the label and the API name to what is listed in the Salesforce instructions for them to function: Special fields should be created manually by admins in order to make use of them. It is important to know that although this order is strict it is actually possible to alter it with the help of special fields. When we have Option Discount, Additional Discount, Partner Discount, and Distributor Discount for a Non-Subscription Product.When we have Schedule Discount, Additional Discount, Partner Discount, and Distributor Discount for a Subscription Product with the Subscription Term of 36 while the Subscription Term on the quote is 18.When we have Additional Discount, Partner Discount, and Distributor Discount for a Non-Subscription Product with Specified Contracted Price.When we have Discount Schedule, Additional Discount, Partner Discount, and Distributor Discount for a Subscription Product.When we have Additional Discount, Partner Discount, and Distributor Discount for a Non-Subscription Product.Let's take a look at some specific examples and see how the price is modified when different discounts are applied: Its value is mapped from the Primary Quote to the Opportunity. Also, the Net Price cannot be directly edited because the prices are modified at earlier stages in the price waterfall. If the list price of the quote line has been overwritten, you can still use the original price field to display the list price from the price book. Note that there is also the Original Price. This field also stores the list price of the product from the price book. Take a look at the table below to understand how different prices obtain their values and how these values get to the net price which is the value that is listed on the opportunity as product price and is what the customer actually pays for a given product. For example, CPQ calculates the special price based on the contracted price (if any, otherwise it uses the list price), then it calculates the prorated price based on the special price, and so on. This list of prices is referred to as the price waterfall by analogy because each price from top cascades down and affects the subsequent prices. But in what order are these applied? In order to keep track of how discounts are applied, CPQ looks at multiple pricing fields on the quote line each of which represents specific changes (most are affected by some sort of discount) and is evaluated in a strict order.

Also, Salesforce can apply a partner discount, while the sales rep applies a manual discount. Different types of pricing discounts can be applied by sales reps to their quote lines in Salesforce CPQ.

Waterfall rules list