Deal pricing

When you set a deal price, opportunity and invoice item objects behave differently.

Set a deal price against opportunities or opportunity groups to override the charge total with a figure that you specify.

When you set a deal price, opportunity item charge totals are hidden in the web interface. Current RMS intelligently apportions revenue to your products, services, and assets based on their share of the deal price, but there's no accessible figure for the opportunity item charge total after deal price. This is because:

• the figure isn't relevant: you've told the system that you're doing a deal.

• revenue is apportioned to many decimal places: when rounding to two decimal places, there may be rounding issues.

Our default documents mirror the web interface and won't show opportunity item or group charge totals where they're part of a deal.

Example of a deal priced opportunity document

If you like, you may display the value before a deal price was applied in your document layouts and discussion templates.

Deal pricing impacts:

• opportunity item objects

• invoice item objects

• opportunity item surcharge objects

• opportunity objects

• invoice objects

Detect a deal on an opportunity

Deal exists

Where an opportunity is deal priced or includes a deal priced group, we say that a “deal exists” on it.

Use order.deal_exists? to detect whether a deal exists. It will return true or false.

Opportunity “has deal”

When an opportunity is deal priced, we say that it “has deal”.

Use order.opportunity_has_deal? to detect whether an opportunity has a deal. It will return true or false.

Where opportunity_has_deal? is true, deal_exists? will also be true. However, deal_exists? will be true when opportunity_has_deal? is false when the opportunity contains a deal priced group.

Opportunity group “has deal”

When an opportunity group is deal priced, we say that it “has deal”.

Use item.group_has_deal? in the order.items loop to detect whether a group has a deal. It will return true or false.

{% for item in order.items %}
  {% if item.is_group? %}
    {% if item.group_has_deal? %}
      <!-- This is a group with a deal -->
    {% endif %}
  {% endif %}
{% endfor %}

Opportunity items “in a deal”

When opportunity items are deal priced, we say that they're “in a deal”.

Use item.is_in_deal? to in the order.items loop to detect whether an item is in a deal. It will return true or false.

{% for item in order.items %}
  {% if item.is_item? %}
    {% if item.is_in_deal? %}
      <!-- This is an item in a deal -->
    {% endif %}
  {% endif %}
{% endfor %}

If a deal is set on an opportunity, item.is_in_deal? will return true for all items on the opportunity. This includes group items.

If a deal is set on a group, item.is_in_deal? will return true for all items inside that group. This includes sub-groups. item.is_in_deal? will not return true for the group that has a deal.

Detect a deal on an invoice

When you create an invoice from an opportunity with a deal price, the invoice is created slightly differently to an invoice created otherwise.

When you invoice by item, Current will create an invoice item for each tax class within a deal. These deal price line items will have a red “Deal Price” label and are styled as group items in the web interface, but are actually standard invoice items in the backend. We call these ”deal items”.

Keep in mind that, because deal items are standard invoice items, they will not be returned when iterating through group items in the invoice.items loop.

You could use {% if item.is_group? or item.is_deal_item? %} to display deal items as groups on your invoices.

Use item.is_deal_item? in the invoice.items loop to detect whether an item is a deal item. This will return true or false.

Nested underneath a deal item, Current creates informational lines for items that are part of the deal. We say that these are “in a deal”.

Use item.is_in_deal? in the invoice.items loop to detect whether an item is an informational line for items that are part of a deal.

In the example above, ”Rentals” is a deal item. The items underneath are in a deal.

You cannot use has_deal or deal_exists on an invoice. These are opportunity objects.

Objects that return nil

When part of a deal, opportunity item objects that display pricing information now return nil. This means that they won't display anything on document layouts or discussion templates.

To return the value of the object before it was part of a deal, prefix with original_.

Opportunity item

Object that returns nil	Equivalent object
price	original_price
discount_percent	original_discount_percent
discounted_price	original_discounted_price
discounted_amount	original_discounted_amount
discount_total	original_discount_total
unit_charge_amount	original_unit_charge_amount
charge_amount_excluding_discount	original_charge_amount_excluding_discount
charge_amount	original_charge_amount
surcharge_amount	original_surcharge_amount
charge_total	original_charge_total
charge_excluding_tax_total	original_charge_excluding_tax_total
tax_total	original_tax_total
charge_including_tax_total	original_charge_including_tax_total

Opportunity items

Opportunity item surcharge

Object that returns nil	Equivalent object
charge	original_charge

Opportunity item surcharges

Opportunity charge totals before deal

You may also prefix opportunity charge totals with original_ to return the value before a deal price.

Object	Equivalent object
charge_total	original_charge_total
charge_excluding_tax_total	original_charge_excluding_tax_total
charge_including_tax_total	original_charge_including_tax_total
tax_total	original_tax_total
discount_total	original_discount_total
rental_charge_total	original_rental_charge_total
sale_charge_total	original_sale_charge_total
service_charge_total	original_service_charge_total
surcharge_total	original_surcharge_total

Opportunity

Percentage discounts

When you set a deal price, you may still set a percentage discount on opportunity items -- including discounting items that are deal priced.

Our default documents don't show the saving from deal pricing. This is because discount_total returns the total discount obtained using percentage discounting of items not in a deal.

On opportunity and invoice documents or discussion templates:

• discount_total shows the total discount using percentage discounting of items not in a deal.

• deal_discount_total shows the total discount from items that are part of a deal.

• combined_discount_total shows the total discount from both percentage and deal discounting.