Sales reps can apply multiple adjustments at the line level either by applying the adjustments in the corresponding columns or clicking the dollar icon () next to the line item from the cart page. 

You can allow the sales rep to create more than one adjustment only if the Max Adjustment Lines custom setting has a value greater than 1. This setting is available at All Tabs > Config Settings > System Properties > Pricing Settings > Max Adjustment Lines.

The following table describes the different values of this setting and its behavior.

Max Adjustment Lines Value

Behavior

Blank field

sign does not appear.

1

sign appears against the line item. However, you need to use the adjustment type and adjustment amount columns in the line item itself.

>1

sign appears against the line item. You can click on the $ sign to open a multiple adjustment popup. You can create as many adjustments as the value defined in the Max Adjustment Lines.

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:

  1. Go to Setup> Create> Object> Line Item> Adjustment Type.
  2. Under the section Values, click New.
  3. Enter <Value_Name> and click Save.
OptionDescription
% 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 OverrideIndicates that the Adjustment Amount entered overrides the net price of the product.
Base Price OverrideIndicates 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 DiscountIndicates that the adjustment amount is reduced from the Base Price.
Base Price MarkupIndicates 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.