A Revenue Cloud user story for a Subscription-based Company Looking to replace their legacy system states ''As a pricing Manager, bulk discounts will include previously purchased quantities for pricing calculations on the quote in order to reward loyal customers.
What should be included in the design of this solution?
The requirement:
'Bulk discounts include previously purchased quantities for pricing calculations.'
This refers to cross-order discounting, where historical quantities affect pricing on the new quote.
To support this:
B -- Contracts, Subscriptions and Assets should be populated with historical dataCPQ reads existing Subscriptions/Assets to determine previously purchased quantities.
Historical install base must be migrated for correct discounting.
E -- Discount schedules with Cross Orders checkedSalesforce CPQ includes an OOTB feature:
Discount Schedule Cross Orders = TRUEThis allows the quantity tiers to consider historical purchases.
Incorrect options:
A Custom Action unnecessary unless data is external (not indicated here).
C Summary variables cannot aggregate off-contract historical quantities.
D Migrating invoices is not required for quantity-based pricing.
Thus, the validated answers are B and E.
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