Pricing rules

Standard, enterprise, partner and promotion books can serve different commercial segments. An account’s assigned book takes precedence over the company default. Effective dates and approved revisions determine which definitions a new quote may use; historical quotes retain their resolved basis.

The company default must be unambiguous. Promotion books also need an explicit document-template choice or approved fallback, so selecting a price campaign does not leave the buyer’s quote without terms and layout. The system’s commercial scope is USD.

A matching price-book entry supplies the product price for the applicable quantity band. The configured fallback can use the product base price when no override applies. Overlapping bands or missing required pricing data must be resolved rather than letting an arbitrary entry win.

Selected options contribute their frozen price deltas. The line’s selling unit and billing cadence establish what that price covers: a one-time quantity and a recurring quantity over a service term must be compared on consistent bases. The quote retains the resolved price, cost, floor and source revisions used in the calculation.

Bundle discounts reward a qualifying combination of products. A rule identifies the required products and quantities, its effective revision, and whether the benefit is a percentage, fixed amount or fixed combination price. The recompute records the qualifying lines and their allocated benefit under the applicable stacking policy.

These automatic concessions retain their rule provenance. A rep cannot turn a discretionary discount into an approved promotion by changing its reason to Bundle. Recalculation updates the same generated result and removes it when eligibility ends, instead of stacking duplicate discount rows on every save.

A fixed bundle price applies to its qualifying combination, not indiscriminately to unrelated lines. Allocations and rounding reconcile back to the exact promotion amount.

Line discounts and discretionary header discounts both increase the concession measured against the comparable list basis. Approved automatic bundle benefits are separately identified according to the routing policy. Splitting a negotiated discount between header and lines cannot reduce the amount requiring review.

Header discounts are allocated to eligible lines before checking effective selling prices and floors. A line can therefore require executive floor review even when its original line-level discount looked acceptable. Included zero-price components retain their cost contribution without creating a divide-by-zero margin. Missing cost is shown as unknown and follows the required review policy.

Recurring measures use the accepted net recurring amounts and their service periods. Monthly and annual recurring revenue use active service on the disclosed measurement date; future ramp segments enter when active. Total contract value includes the agreed term and one-time charges on the defined basis. Taxes remain separate from those net commercial measures.

The order, billing schedule and invoices retain the complete allocation of line, header and bundle discounts. Upfront billing of a term sale collects the agreed term value. Milestone shares use the net amount assigned to the milestone, with tax handled once at invoicing.

Configured tax calculation considers the applicable jurisdiction, effective rate and exemption evidence on the taxable net allocation. Coverage depends on the configured cases and connected accounting contract. If accounting owns tax, the quote identifies its provisional treatment and the finalized invoice tax and total must return before the invoice is sent or cash is applied.

Pricing Manager prepares dated book and promotion changes and uses Pricing Coverage to identify gaps, overlaps, missing floors and unknown costs. Approved master revisions preserve the decision and activation evidence. Sent and accepted quotes retain their original pricing packet; a material draft revision is repriced and reviewed before it can be sent.