A customer requires specific pricing for their account.
Solution:
B. Contracted Price Record:
Directly create a Contracted Price record related to the customer’s Account.
D. Contracted Checkbox:
Select the Contracted checkbox on the Quote record to generate a Contracted Price automatically when the Quote is finalized.
Steps to Configure:
Option B:
Navigate to the Account and create a Contracted Price record for the specific Product and pricing.
Option D:
On the Quote, select the Contracted checkbox and ensure the Quote is synced to generate the Contracted Price.
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