Final Price Calculation in the Industries CPQ Cart

When you add a product to the cart, the validation and pricing engine begins a set of processes to validate and finalize the product's price.

The validation and pricing engine checks for several items:

  • All price list entries that apply to the product and their effectivity date ranges. For more information about effectivity date ranges, see Effectivity Date Ranges for Price List Entries.

  • Any pricing changes from promotions.

  • Any pricing changes due to manual changes in the cart. For more information about changing a price manually in the cart, see Manually Changing Pricing in the Cart.

  • Any context rules that apply to the product's price.

When the customer's account is eligible for more than one product price because of context rules, the system chooses one of the following based on the implementation being used:

  • The best matching price list entry for the product

  • The first matching price list entry for the product

As you add more products to the cart, Vlocity performs validation in one of the following ways:

  • Recalculate the prices of all products in the cart.

  • Recalculate only the prices of products that have been added to the cart and the prices that have changed, such as manual changes by the agent.

For more information about settings for recalculation, see Price and Validate Changed Items Only.

Note
Note The system does not price cancelled line items or update fields that typically change after pricing. If a root item is cancelled, the system may return its price, but customers should not expect pricing to be run for cancelled root items or their associated child line items.