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 |
|---|---|---|---|
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: |
The = operator is a special feature: It overwrites the previous list price with the newly calculated value of the product property.
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.
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.