Custom Fields on the Price Book Entry
- Phu Nguyen (Unlicensed)
- Anne Krieg
Introduction
When inserting the product into the quote, the price book entry is transferred as list price. You also have the option of presetting additional column values in the quote editor via custom fields.
One possible use case is customer-specific price books with customer-specific discounts at item level, which are calculated automatically when the product is inserted.
Configuration
The following quote columns can be pre-populated via the price book entry. If necessary, create the appropriate field on the price book entry, making sure to use the correct API name and field type.
Quote column | Custom field on price book entry (API name) | Field type |
|---|---|---|
Discount | apperoq_Discount___c | Percent (3,15) |
Discount 2 | apperoq_Discount2___c | Percent (3,15) |
Discount 3 | apperoq_Discount3___c | Percent (3,15) |
Discount 4 | apperoq_Discount4___c | Percent (3,15) |
SpecialDiscountPartner | apperoq_SpecialDiscountPartner__c | Percent (3,15) |
Description | apperoq_Description__c | (Long) Text Area (4000) |
Quantity | apperoq_Quantity__c | Number (16,2) |
Packaging Unit / VE | apperoq_PackagingUnit__c | Number (13, 5) |
QuantityMultiplier | apperoq_QuantityMultiplier__c | Number (16, 2) |
When inserting the product into the quote, the corresponding columns are automatically filled with the field value and are taken into account in the calculation.