When creating custom discounts, you can configure default values for the discount name and allocation type. This ensures that when the custom discount modal opens, the preset values are already filled in, making the process more efficient. Users can still edit these default values if needed.
This feature is part of the Communications Cloud managed package.
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
Standard user permissions that grant the ability to access the Enterprise Sales App and manage quotes are required.
- From the App Launcher, find and select Vlocity Cards.
- In the Layouts and Cards section, click b2bSampleAppCard.
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Set the Default Name.
- Locate the customDiscountDefaultName parameter.
- Enter the desired default name for the custom discount.
Note The name can include most special characters except square closing brackets. The maximum length for the name is 80 characters, and it supports other language characters as well. -
Set the Default Allocation Type.
- Locate the customDiscountDefaultAllocation parameter.
- Enter one out of the supported allocation types, Account, Order, or Contract.
Note The values are case sensitive. Ensure you enter them exactly as shown.