Enabling Multiple Adjustments at the Line-Item Level

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: Sales reps can manually apply these adjustments on the multiple adjustments pop-up on the cart. For more information, see Applying Multiple Adjustments on Line Items in the Cart.

You can configure how many manual adjustments that sales reps can apply on a cart line item using the Max Adjustment Lines setting available in Config System Properties. For example, if Max Adjustment Lines = 3, the sales representative can apply a maximum of three manual adjustments on the multiple adjustments pop-up. After that, CPQ disables the + Add another adjustment button and displays a message.

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 on the multiple adjustments pop-up. Sales reps cannot add any manual adjustments. They can hover the mouse on the line item, click the more icon (), and then select Multiple Adjustments view auto-applied adjustments (in read-only mode). CPQ does not display the + Add another adjustment button, but displays a message.

Greater than or equal to 1

CPQ displays auto-applied adjustments (in read-only mode) on the multiple adjustments pop-up and allows sales representatives to create as many adjustments 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.

To customize the fields displayed in the multiple adjustment popup, navigate to Config Settings > Display Column Settings. Select Adjustment Line Item from the Display Type, and ngFlow from the Flow drop down.

You can also display custom fields that you have defined for Adjustment Line Item object on the cart by using the above procedure.

You can enable users to apply an adjustment on the price of a bundle without applying that same adjustment on the options within the bundle that share the same charge type name.

You can enable users to apply an adjustment type on the bundle or total using % Discount or % Markup so that the Net Adjustment % on the Bundle or Total is set to the user requested value. CPQ allocates the adjustment to the group members (options in the case of a bundle and standalone products and options of bundles if the group is a total). The following requirements must be fulfilled to enable this feature:

Group Adjustment Spread is set to True.
Max Adjustment Line must be blank or 1.
Bundle price must be zero.

The sales rep can select an adjustment from the following Adjustment Types and enter a value in Adjustment Amount column on the Cart page:

Some of the values might not be available by default. You must add the required value to the Adjustment Type field in the Line Item object.

Perform the following steps to add a value to the Adjustment Type field in the Line Item object:

Go to Setup> Create> Object> Line Item> Adjustment Type.
Under the section Values, click New.
Enter <Value_Name> and click Save.

Option	Description
% Discount	Indicates that a percentage discount is applied on the line item based on Adjustment Amount.
Discount Amount	Indicates that a flat discount is applied on the line item based on Adjustment Amount.
% Markup	Indicates that a percentage markup is applied on the line item based on Adjustment Amount.
Markup Amount	Indicates that a flat markup is applied on the line item based on Adjustment Amount.
Price Override	Indicates that the Adjustment Amount entered overrides the net price of the product.
Base Price Override	Indicates that the Adjustment Amount overrides the base price of the product and all the other calculations on the product would happen based on the new base price. Allow Manual Adjustment must be selected on the product line item, in order to make Base Price Override editable.
% Discount Off List	This is similar to % Discount, except that it calculates the discount amount always on the List Price of a Bundle and applies to the Extended Price.
% Uplift	This gets applied every time to products that are added from the Asset.
Price Factor	Indicates that the Adjustment Amount is multiplied with the Extended Price to calculate the new Net Price.
Base Price Discount	Indicates that the adjustment amount is reduced from the Base Price.
Base Price Markup	Indicates that the adjustment amount is added to the Base Price.
% Discount (Bundle Only)	Indicates that a percentage discount is applied on the bundle without applying that same adjustment on the options within the bundle.
Discount Amount (Bundle Only)	Indicates that a flat discount is applied on the bundle without applying that same adjustment on the options within the bundle.
% Uplift (Bundle Only)	This is applied to the bundle every time a product is added from the Asset.
% Markup (Bundle Only)	Indicates that a percentage markup is applied on the bundle without applying that same adjustment on the options within the bundle.
Markup Amount (Bundle Only)	Indicates that a flat markup is applied on the bundle without applying that same adjustment on the options within the bundle.
Price Override (Bundle Only)	Indicates that the Adjustment Amount entered overrides the net price of the bundle without applying that same adjustment on the options within the bundle.
Price Factor (Bundle Only)	Indicates that the Adjustment Amount is multiplied with the Extended Price to calculate the new Net Price of the bundle.
% Discount Effective	Indicates that a percentage discount is applied on the bundle or total so that the Net Adjustment % on the Bundle or Total is set to the user requested value. This adjustment type is applicable when the following requirements are fulfilled: Group Adjustment Spread is set to True. Max Adjustment Line must be blank or 1. Bundle price must be zero.
% Markup Effective	Indicates that a percentage markup is applied on the bundle or total so that the Net Adjustment % on the Bundle or Total is set to the user requested value. This adjustment type is applicable when the following requirements are fulfilled: Group Adjustment Spread is set to True. Max Adjustment Line must be blank or 1. Bundle price must be zero.
Price Factor Effective	Indicates that the Adjustment Amount is multiplied with the Extended Price to calculate the new Net Price of the bundle or total so that the Net Adjustment % on the Bundle or Total is set to the user requested value. This adjustment type is applicable when the following requirements are fulfilled: Group Adjustment Spread is set to True. Max Adjustment Line must be blank or 1. Bundle price must be zero.
% Discount Off Base	Indicates that a percentage discount is applied on the base price of standalone and bundle products. CPQ applies this adjustment on the unit price after applying adjustments from price matrices, price rules, and promotions. If the administrator has enabled currency rounding, CPQ rounds the adjustment applied and applies it on the unit price before calculating the new net price.