Hello, we have Suitebilling and obviously ARM, and...
# armm
Muzzyelk
04/06/2021, 3:59 PMHello, we have Suitebilling and obviously ARM, and I have the need to create a fair value formula that includes the subscription line discount. I created a new custom field that is displayed on the revenue arrangement, and I have completed the Revenue Field Mapping to map the subscription line discount to the new field. The Cust Col I created is available to choose in the fair value formula, but I cannot get the Subscription Line discount to populate on the arrangement. I can manually populate the value to use in my fair value formula but I need it to auto populate. Any ideas?
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Catherine Fray
04/07/2021, 2:29 PMCan you show a screenshot of your Revenue Field Mapping? Also, when is it failing to populate? I would expect it to populate on new subscription line elements but likely not on ones that existed before you added the field.
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Muzzyelk
04/19/2021, 5:05 PMHey Catherine thanks for the reply, sorry just getting back to this, for March close, I gave up and I set the fair value manually to perform the allocations but would like to automate it. I have tried to create new subs and update revenue arrangements but it wont populate. I have tried to source the discount from the Sub Line on the Cust Col and it tells me I have to select % as the field type but just not getting it to pull.
Muzzyelk
04/19/2021, 5:12 PMOr if there is a better way to handle I would love any advice. Here is the use case, many of our named user licenses have quantity discounts, originally reps were not allowed to put discretionary discounts on licenses since they were already discounted. Since the quantity discount became the new list price, I was just using sales amount as the fair value. When they also put an inline discount the fair value still takes the sales price which undervalues the license portion when we merge arrangements for Service Items on the Sales Order. I wanted to create a fair value formula that backs into the list price of the sub without the inline discount. The pricing info is in the price plan, but I couldn't figure out how to use the price plan or how to pull the pricing info. It doesnt appear that you can use case statements or pull in the appropriate fields to make a case statement work in fair value calculations
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Catherine Fray
04/28/2021, 9:04 PM@Muzzyelk You're correct that you can't use any conditional logic (like CASE) in fair value formulas. The Sub Discretionary Discount field is the one that's applied to the revenue arrangement, yes? Why are you sourcing it? I'm pretty sure a non-stored field won't work for revenue field mapping.
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Muzzyelk
04/28/2021, 10:00 PMI have tried it multiple ways including marking it as store value, not sourcing it, and trying to let the Revenue field mapping populate the field. It won't populate. By all accounts it should work but I am about to give up
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Catherine Fray
04/28/2021, 10:57 PMHm. It should be store value for sure. That means you can't source it but you can use rev field mapping.
Catherine Fray
04/28/2021, 10:58 PMCan you show a screenshot of the subscription line record where the discount value is populated?
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Muzzyelk
04/28/2021, 11:35 PMHere is the custom field
Muzzyelk
04/28/2021, 11:36 PMHere is the discount I am trying to feed
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Catherine Fray
04/29/2021, 2:01 PMCan you add the applies to tab of the custom field, and the subscription line opened as a separate page? I'm wondering if the issue is trying to source inside the price plan....
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Muzzyelk
04/29/2021, 3:30 PMApplies to tab
Muzzyelk
04/29/2021, 3:32 PMSubscription line
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Luis
06/06/2021, 12:36 AM@Muzzyelk were you able to resolve this?
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Muzzyelk
06/06/2021, 9:36 PM@Luis No they told me it isnt possible, I told my NS Account contact and he is going to do some digging, you'd think discount would be available for FV formulas. I just manually override the Fair value on the arrangements that are affected
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Luis
06/07/2021, 2:48 PMAlright. Thank you!