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Introduction
With the product property "Pricecalculation from sum" it is possible to calculate a price depending on the offer sum of a certain product group.
Create a new product property of the record type "Pricecalculation from sum". The mask for configuring the product property opens:
In this example, the Listprice for products of the Support group is calculated from 30% of the sum of all products of the Hardware group.
Configuration
The following fields must be filled in for the "Pricecalculation from sum" product property:
Field Name | API-Name | Function | Example |
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Product Property | Name | Name of the product property. | Price calculation from sum Support 30% |
Order | sf42_quotefx__SF42_CalcOrder__c | Optional, determines the query order for multiple product properties of the same record type for a product. | |
Product | sf42_quotefx__SF42_Product__c | Specifies the product to whose list price the product property is applied. | |
Product Group | sf42_quotefx__SF42_Product_Group__c | As an alternative to the "Product" category, the price calculation can also refer to products of a product group | Product group Support, as associated product SLA : Bronze, Price book entry 10.000 € |
secondary Product Group | sf42_quotefx__SF42_Product_Group_2__c | ||
Sum Group as Source | sf42_quotefx__SF42_SumGroupAsSource__c | Specifies the primary product group from whose list price the markup or markdown will be calculated. This must also be in the quote for the calculation to take effect. | Product group Hardware, |
Sum Secondary Group as Source | sf42_quotefx__SF42_SumSecondGroupAsSource__c | Specifies the secondary product group from whose list price the markup or markdown is calculated. This must also be in the quote for the calculation to take effect. | |
Operator (+/-/=) | sf42_quotefx__SF42_calc_Operator__c | The + and - operators can be used to define a markup or markdown. The = operator overwrites the previous list price with the newly calculated value of the product property. | + |
Value Type (%) | sf42_quotefx__SF42_calc_ValueType__c | For this product property, only the % type is useful. | % |
Calculation Value | sf42_quotefx__SF42_calc_Value__c | Specifies the percentage value. | 30 |
Calculation: |
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The = operator is a special feature: It overwrites the previous list price with the newly calculated value of the product property. |
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The two fields sf42_quotefx__SF42_SumGroupAsSource__c and sf42_quotefx__SF42_SumSecondGroupAsSource__c can be used individually or in combination to calculate the product property. |
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The calculation logic of appero quote prohibits a chaining of this product property, i.e. the configuration of a price calculation from sum with reference to products that are also based on a price calculation from sum. Such chaining may lead to incorrect calculation results. |
Display in quote editor
In the quote, the value calculated via the product property is immediately output as the list price:
A change in a referenced product or sum in the quoting process will retrigger the entire calculation.