Contract Discount Rule
A Contract Discount Rule defines the line-level discount for an individual product on a Pricing Agreement. A Contract Discount Rule sets the Line Discount and Net Price fields on a Contract Line.
Who can use this feature?
- Contract Admins - Browser
- Creating Contract Discount Rules
- End Users - Browser
- Using Contract Discount Rules
- Users do not require an additional license
Configuring Contract Discount Rules for
All Users
To configure this feature:
- Ensure Configuring Accounts is complete.
- Ensure Configuring the Product Catalog is complete.
- Ensure Pricing Agreements is complete.
Creating Contract Discount Rules as
Contract Admins
A Contract Discount Rule applies to a product only if the product’s Product Type field is set to Order.
To create a Contract Discount Rule:
- Navigate to Business Admin > contract_pricing_rule__v.
- Select Create.
- Select Contract Discount Rule via the Contract Pricing Rule Type dropdown.
- Populate the following required fields:
- Contract Discount Rule Name
- Start/End Date
- Local Currency
- Product Comparison Type - Set to Product Quantity
- Minimum/Maximum Quantity
- Discount Override or Net Price - Only one of the two fields can be populated
- Optionally, populate the following fields:
- Discount Override Max - The highest discount a user can manually enter. Populate only when Discount Override is populated.
- Net Price Minimum - The lowest net price a user can manually enter
- Price Book - Assign the rule to a specific price book instead of applying it globally
- Rule Description - Enter custom text on the Contract Line instead of the rule name
Using Contract Discount Rules as
End Users
When a product’s Contract Discount Rule applies to a Contract Line, the rule sets one of the following pairs of fields depending on which field is populated on the rule:
- Discount Override - Sets the Line Discount field with the Discount Override value, then calculates the Net Price field from the List Price and Line Discount
- Net Price - Sets the Net Price field, then calculates the Line Discount field from the List Price and Net Price
If the Line Discount and Net Price fields are added to the contract_line__v layout, users with edit access can manually override these values. Editing one field recalculates the other. The Discount Calculation Path field tracks the most recently edited field, which determines how the Line Discount and Net Price values are used in the final Total Discount and Final Net Price calculations. See Contract Pricing Rules Overview for more information.
If a product does not have a corresponding Contract Discount Rule, users with Edit access can manually populate the Line Discount or Net Price fields manually.
