User Story“As a pricing manager, bulk discounts must include previously purchased quantities for pricing calculations on the quote to reward loyal customers.”
This refers to historical purchases influencing tiered or volume discounts.
In Salesforce CPQ, the only native feature that supports “include prior purchases when calculating discount tiers” is:
✔ Discount Schedules with Cross Orders enabledThis setting tells CPQ to:
Look at existing subscriptions, assets, orders, and previous quote lines
Aggregate prior quantities
Apply tiered volume discount based on the total owned quantity + new quantity
But for Cross Orders functionality to work…
✔ Historical Subscriptions / Assets must existSo you must migrate historical:
Without that data, CPQ cannot aggregate historical quantities.
Correct answer: B and E✔ B — Populate Contracts, Subscriptions, and Assets with historical dataCPQ needs these to calculate previously purchased quantities.
✔ E — Discount Schedules with Cross Orders checkedThis is the actual feature that uses prior purchased amounts to determine discount tiers.
Why the other options are not correct:Option
Why Incorrect
A — Custom Action
Unnecessary. CPQ has native Cross Orders behavior.
C — Summary Variable
Summary variables do not summarize external historical purchases.
D — Migrate Orders & Invoices
Not required for CPQ pricing. Only Subscriptions/Assets matter.
