Follow the step-by-step sequence the pricing calculator runs to turn an order into ERP-consistent net prices.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions in Manufacturing Cloud, Automotive Cloud, and Consumer Goods Cloud, with required add-ons. |
Penny Perfect Pricing uses a structured execution sequence that mirrors your backend ERP system's pricing behavior. The pricing calculator retrieves the pricing conditions for every order line item and evaluates them in a configurable, step-by-step sequence.
Pricing Calculation Workflow
When a rep or an API submits an order for pricing, Penny Perfect Pricing runs this sequence.
- Order input. The calculator receives an order with header details (such as customer account, sales organization, and order type) and line items (products, quantities, and units of measure).
- Schema determination. Based on the order's pricing type and the Internal Organization Unit, the calculator identifies the matching calculation schema and loads it.
- Context hydration. The calculator populates the pricing context
(
AdvOrderSalesTxnContext__stdctx) with order header attributes, line-item values, account hierarchy details, and product dimensions. - Schema traversal. The calculator traverses the calculation schema step by step, evaluating each step's linked Pricing Specification and Search Strategy.
- Merge key generation. The calculator generates consolidated lookup keys (merge keys) from the Key Type definitions mapped to each active Search Strategy Step.
- Bulk lookup. The calculator runs a single bulk query against the consolidated pricing table (External Pricing Key Value Consolidated View) to retrieve all matching conditions.
- Calculation. The calculator evaluates and applies the retrieved conditions in
sequence. You can configure the calculator to:
- Hierarchical search: Evaluate lookups from most specific (customer- or product-specific) to base-price fallbacks, across both account hierarchies and product hierarchies.
- Scale and tier determination: Calculate volume discounts using graduated intervals or threshold-based tiers.
- Group conditions: Sum quantities across eligible line items to evaluate order-level threshold discounts.
- Exclusion logic: Stop further search steps when an exclusive condition matches.
- Compound taxation: Compute primary and secondary taxes on base prices and cumulative subtotals.
- Unit-of-measure conversions: Convert line-item quantities to match condition rates defined in specific units of measure.
- Result assembly. The calculator assembles the priced order with line-level net prices and writes the pricing waterfall log, detailing evaluated, applied, and excluded conditions.
- Return. The calculator returns the calculated order and the pricing details to the user or the requesting API.
Calculation Flow Example
See how the Pricing Calculator turns a base price into a net order-item price, one step at a time.
This example shows how the Pricing Calculator prices a single line item as it moves through the calculation schema. Your schema and conditions determine the actual steps; the values here are illustrative.
- Step 10 — Base Price: $100.00
- Step 20 — Customer-Specific Discount: -10% → $90.00
- Step 30 — Volume Scale Discount: -$5.00 → $85.00
- Step 40 — Sales Tax: +5% → $89.25
- Net Order Item Price: $89.25