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Applying Multiple Adjustments on Line Items in the Cart
There are two types of adjustments that are applicable on a line item on the cart:
- Auto-applied adjustments: CPQ applies these automatic adjustments such as promotions, price matrices, and price rulesets.
- Manual adjustments: You can manually apply these adjustments on the multiple adjustments pop-up on the cart.
You can apply multiple adjustments at the line level on the cart either by applying the adjustments in the corresponding columns or by applying the adjustments on the multiple adjustments pop-up. The number of manual adjustments you can apply on a cart line item depends on the Max Adjustment Lines setting available in Config System Properties. For example, if Max Adjustment Lines = 3, you can apply a maximum of three manual adjustments on the multiple adjustments pop-up. For more information, see Config System Properties.
The following table describes the different values of this setting and its behavior.
Max Adjustment Lines Value | Behavior |
---|---|
Blank or 0 | If the value of this setting is 0, CPQ displays only auto-applied adjustments (read-only) on the multiple adjustments pop-up. You can hover the mouse on the line item, click the more icon (), and then select Multiple Adjustments to view auto-applied adjustments. You cannot add any manual adjustments because the + Add another adjustment button is not available and a message is displayed on the pop-up. You cannot edit or delete any auto-applied adjustment. |
Greater than or equal to 1 | CPQ displays auto-applied adjustments (in read-only mode) on the multiple adjustments pop-up. You can create as many adjustments on the pop-up as the value defined in the Max Adjustment Lines setting. After reaching the limit, CPQ disables the + Add another adjustment button and displays a message on the pop-up. For example, a line item has two price matrices applied and Max Adjustment Lines = 5. CPQ displays two auto-applied price matrices (in read-only mode) by default on the multiple adjustments pop-up and you can add a maximum of five manual adjustments. On the pop-up, you can make changes only to manual adjustments. CPQ enables the Save button only after you make any change to a manual adjustment line item. |
Before you apply multiple adjustments to your line item in the multiple adjustments pop-up, ensure that you have not given any manual adjustments against the line item on the cart.
You can apply the adjustments in the following manner:
- Adjustments on the previous price
- Adjustments on the starting price
- Bucket Adjustments (For more information, see Applying Bucket Adjustments on Line Items in the Cart.)
Here is an example of the difference between the previous and starting price types:
Extended Price = $100
SR No | Adjustment Applies to | Adjustment Type | Adjustment Amount | Net Price on Cart | Description |
---|---|---|---|---|---|
1 | Starting Price | % Discount | 10 | 90 | Create an adjustment line with adjustment applies to as either starting price or previous price (it doesn't matter because it is the first adjustment). The new net price will be $90 |
2 | Starting Price | % Discount | 10 | 80 | Now create another adjustment line with adjustment applies to as starting price that applies a 10% discount. The new total adjustment amount will be 100 * (10% + 10%) = $20. The new net price will be $80. |
SR No | Adjustment Applies to | Adjustment Type | Adjustment Amount | Net Price on Cart | Description |
---|---|---|---|---|---|
1 | Starting Price | % Discount | 10 | 90 | Create an adjustment line with adjustment applies to as either starting price or previous price (it doesn't matter because it is the first adjustment). The new net price will be $90 |
2 | Previous Price | % Discount | 10 | 81 | Create another adjustment line with adjustment applies to as previous price that applies a 10% discount. The new total adjustment amount will be 100*10%*10% = $19. The new net price will be $81. This is because the previous price would be 100 plus the 10% discount. |
- When you save the adjustments, CPQ triggers a Reprice action.
- You can restrict adjustment types using Product Attribute Rule (PAR) at the line item level on the Cart Grid UI. This capability is supported for Adjustment Type picklist.