Best Pricing Logic
Best Pricing Logic in Order Management evaluates pricing rules at every level of the Pricing Rule Hierarchy simultaneously to determine the most favorable rule instead of following the Pricing Rule Hierarchy from top to bottom. This allows users to apply the best discount available to the customer regardless of where the rule falls within the Pricing Rule Hierarchy.
Who can use this feature?
- End Users - Browser, iPad, Windows
- Using Best Pricing Logic
- Users do not require an additional license
Configuring Best Pricing Logic for
All Users
To configure this feature:
- Ensure Configuring Order Management is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select Objects.
-
Grant the following permissions for the appropriate object field(s)
Object Object Permission Object Types Fields Field Permission order__v CRED All best_discount_rule__v Edit order_line__v CRED All - line_best_price_rule__v
- brand_best_price_rule__v
- free_goods_best_price_rule__v
Edit
Displaying Best Pricing Logic (Optional)
Display the Best Pricing Logic’s output as a field on an Order or Order Line.
- Navigate to Admin > Configuration > Objects > order_line__v.
- Select the Layouts tab.
- Select the appropriate order_line__v layout.
- Place the desired field(s) on the layout:
- Line Discount - Discount applies to an individual product on an Order Line
- Order Discount - Discount applies to all products on an Order
- Brand Discount - Discount applies to all products of a Brand on an Order
- Free Goods - The quantity or percentage of Free Goods applied to an Order Line
- Select Save.
Using Best Pricing Logic as
End Users
When Best Pricing Logic is not configured, pricing rules are evaluated sequentially according to the top-down Pricing Rule Hierarchy, applying the first match regardless of the discount amount. When Best Pricing Logic is configured, the standard Pricing Rule Hierarchy is bypassed. Instead, all active pricing rules across the hierarchy are evaluated simultaneously to select the largest discount for the customer.
Best Pricing Logic is not supported with Product Group Level pricing rules, Cross Product pricing rules, Chain pricing rules, or Kit Items.
The system evaluates discounts independently for each Pricing Rule Hierarchy level:
- Campaign and Contract
- Campaign
- Contract
- Standard (Account, Price Book, Account, and Global)
The best price for each level is then compared to identify the greatest discount percentage, lowest net price, or highest Free Good quantity, before the final best pricing rule is selected. If a tie is detected between levels, the higher level of the standard Pricing Rule Hierarchy is selected to break the tie.
To identify the Pricing Rule Hierarchy level that was evaluated to have the best price, the following fields are stamped to capture the Pricing Rule level selected.
- best_discount_rule__v (order__v object)
- line_best_discount_rule__v (order_line__v object)
- brand_best_discount_rule__v (order_line__v object)
- free_goods_best_discount_rule__v (order_line__v object)
Values:
- campaign_with_contract__v - The best price came from the Campaign and Contract level
- order_campaign__v - The best price came from the Campaign level
- contract__v - The best price came from the Contract level
- standard__v - The best price came from the standard Account-based level (Account, Price Book, Account Group, or Global)
- combined__v - Multiple applied Pricing Rules across comparison types were from different Pricing Rule Hierarchy levels
