Pricing of recommended lines in quotes
Recommended line items in quotes are configured only for pricing information, that is, the pricing for recommended items is displayed, but is not included in the calculated total cost of the quote.
However, if a customer decides to purchase a recommended item in a quote, the recommended line item is changed to a regular line item, the cost of the item is included in the calculated total cost of the quote, and repricing occurs. As a result of this, if additional discounts or uplifts are applied to the order, the changeOrder API throws an error, indicating that the quote must be reworked.
Example
Let us assume that a Field Sales Representative creates a quote that contains the items listed in the following table:
| Item | Line type | Qty | List price | Unit price | Automatic
discount |
Manual discount | Line total | Calculated
total cost |
|---|---|---|---|---|---|---|---|---|
| HD TV | 1 | $1,000.00 | $1,000.00 | -$200.00 | -$100.00 | $700.00 | $700.00 | |
| Remote Control | Recommended
|
1 | $50.00 | $50.00 | -$0.00 | -$5.00 | $45.00 |
The calculated total cost of the quote in this table is $700.00. It includes the cost of the HD TV, but does not include the cost of the Remote Control, which is a recommended line item.
The customer decides to also purchase the recommended item, the Remote Control. When the changeOrder API is called, the line type is changed from a recommended line item to a regular line item, as indicated in the following table. If the quote does not contain any additional pricing rules, the order is repriced as expected, that is, the cost of the Remote Control is included in the calculated total cost of the quote, which is now $745.00.
| Item | Line type | Qty | List price | Unit price | Automatic discount | Manual discount | Line total | Calculated
total cost |
|---|---|---|---|---|---|---|---|---|
| HD TV | 1 | $1,000.00 | $1,000.00 | -$200.00 | -$100.00 | $700.00 | $745.00 | |
| Remote Control | 1 | $50.00 | $50.00 | -$0.00 | -$5.00 | $45.00 |
If, however, a quote contains a pricing rule that causes a price change to the order, the changeOrder API will throw an error, indicating that the quote must be reworked. For example, if a pricing rule, Buy one HD TV and get one Remote Control for -100%, is applied to the quote in this table, the changeOrder API will throw an error because the automatic discount of -100% for the Remote Control causes a price change of -$45.00 in the quote. When the Field Sales Representative reworks the quote and the reworkQuote API is called, the calculated total cost of the quote is $700.00, as shown in the following table:
| Item | Line type | Qty | List price | Unit price | Automatic discount | Manual discount | Line total | Calculated
total cost |
|---|---|---|---|---|---|---|---|---|
| HD TV | 1 | $1,000.00 | $1,000.00 | -$200.00 | -$100.00 | $700.00 | $700.00 | |
| Remote Control | 1 | $50.00 | $50.00 | -$45.00 | -$5.00 | $0.00 |