Setup Help: Price Controls Object Detail
This section provides you with information about the specific objects and fields that are used with each feature.
You should use this information to plan the records you need to create and the fields you need to update when using the relevant feature.
REMEMBER
Fields may appear in more than one feature. This occurs when decisions need to be made on priority of discounts / price adjustments.
FEATURE: Account Discount
STANDARD OBJECT: Account
- Account Discount: Percent(3,2)
- Apply Account Discount to Account Group: Checkbox
CUSTOM OBJECT: Client Price
- Eligible for Account Discount: Checkbox
RECOMMENDED PAGE LAYOUT UPDATES
- Add the Account fields listed to Account page layouts
FEATURE: Account Price Book
STANDARD OBJECT: Account
- Account Price Book: Lookup(Price Book)
RECOMMENDED PAGE LAYOUT UPDATES
- Add the Account Price Book field to Account page layouts
FEATURE: Product Price Lock
STANDARD OBJECT: Product
- Price Lock: Checkbox
RECOMMENDED PAGE LAYOUT UPDATES
- Add the Price Lock checkbox to Product page layouts
FEATURE: Client Pricing & Client Volume Pricing
CUSTOM OBJECT: Client Price
- Account: Master-Detail(Account)
- Product: Lookup(Product)
- Client Price: Currency(10,2)
- Eligible for Account Discount: Checkbox
- Expiry Date: Date
CUSTOM OBJECT: Client Volume Price
- Client Price: Master-Detail(Client Price)
- Client Volume Price: Formula
- Minimum Quantity: Number(9,2)
- Discount Percentage: Percent(3,2)
- Fixed Volume Rate: Currency(10,2)
A validation rule exists to ensure that at least one of Discount Percentage or Fixed Volume Rate is set.
RECOMMENDED PAGE LAYOUT UPDATES
- Add the Client Price related list to Account layouts, ensuring that all Client Price object fields are displayed
- In Lightning, display Client Price single related list in a prominent place to highlight client pricing available
FEATURE: Volume Pricing
CUSTOM OBJECT: Volume Price
- Product: Lookup(Product)
- Price Book: Lookup(PriceBook)
- Minimum Quantity: Number(9,2)
- Discount Percentage: Percent(3,2)
- Fixed Volume Rate: Currency(10,2)
- Use Fixed Volume Rate: Formula
- Volume Discount Validation Id: Text(255)
A validation rule exists to ensure that at least one of Discount Percentage or Fixed Volume Rate is set.
RECOMMENDED PAGE LAYOUT UPDATES
- Add the Volume Price related list to Product layouts
- In Lightning, display Volume Price single related list in a prominent place to highlight the volume discounts available
FEATURE: Bundle Pricing
CUSTOM OBJECT: Bundle Price
- Bundle Product: Lookup(Product)
- Individual Product: Lookup(Product)
- Quantity: Number(9,2)
RECOMMENDED PAGE LAYOUT UPDATES
- Add both Bundle Price related list layouts to Product
- In Lightning, display Bundle Price (Individual Product) single related list in a prominent place to display the contents of a bundle on the master record.
FEATURE: Matrix Pricing
CUSTOM OBJECT: Account Group
- Account Group Name: Text(80)
STANDARD OBJECT: Account
- Account Group: Lookup(Account Group)
CUSTOM OBJECT: Product Group
- Account Group Name: Text(80)
STANDARD OBJECT: Product
- Product Group: Lookup(Product Group)
CUSTOM OBJECT: Matrix Price Adjustment
- Account Group: Lookup(Account Group)
- Product Group: Lookup(Product Group)
- Adjustment %: Percent(3,4)
- Adjustment Type: Picklist(Decrease, Increase)
- Matrix Adjustment: Formula
- Max Discount on New Price: Percent(3,4)
- Discount Lock: Checkbox
- Sales Price Lock: Checkbox
RECOMMENDED PAGE LAYOUT UPDATES
- Add Account Group field to Account layouts
- Add Product Group field to Product layouts
- In Lightning, display Account Group field in prominent place (e.g. Highlights bar)
- Add Matrix Price Adjustment related lists to Account Group and Product Group layouts, ensuring that corresponding Account Group or Product Group is visible together with Matrix Adjustment (formula field), Max Discount, Discount Lock and Sales Price Lock fields
