Applying a Pricing Structure

Notes:

When you use the enhanced Billing Contract Detail page to create a contract line item for a product that is in a price book with a price book structure entry, a copy of the related pricing structure is applied to the contract line item. Editing the pricing structure on a contract line item does not change the pricing structure applied to a price book.

On the Salesforce Billing Contract Line Item Detail page, we recommend that you create a copy of the pricing structure and apply it to the contract line item manually.

If the same pricing structure is applied to several contract line items and the quantity breaks on one of the contract lines is changed using the enhanced Billing Contract Detail page, a new pricing structure is created for that contract line item.

To apply a pricing structure to an existing contract line item:

  1. Click Edit on the Billing Contract Detail page of the contract line for which you want to apply a pricing structure.
  2. If the Pricing Type is "Fixed", change it to "Volume" or "Tiered".
  3. To add quantity breaks to the pricing structure, click the Unit Price field or tab through the fields on the contract line item to reach it.
  4. Enter a Unit Price for the first quantity break.
  5. Add the remaining quantity breaks for your pricing structure:
    1. Click Add or use the Tab key on your keyboard to enter the next quantity break.
    2. Enter the Quantity for the price break.
    3. Enter the Unit Price for the Quantity.
    4. Repeat these steps for each quantity break you want to add.
  6. Click Update.
  7. Click Save.
Notes:

The Unit Price is applied for quantities from this amount up to the next quantity break if there is one. Each pricing structure must contain a quantity break with a quantity of zero.

You cannot create quantity breaks with the same quantity in the same pricing structure.

To edit an existing pricing structure on a contract line item:

  1. Click Edit on the Billing Contract Detail page of the contract line for which you want to edit the pricing structure.
  2. Click the Unit Price of the contract line item for which you want to change the pricing structure.
  3. To edit an existing quantity break, click the value you want to change and enter the new value
  4. To add a new quantity break:
    1. Click Add Quantity.
    2. Enter the quantity you want for the quantity break.
    3. Enter the Unit Price for the quantity break.
  5. To remove a quantity break, click the remove icon Delete Icon next to the quantity break you want to remove.
  6. Click Update.
  7. Click Save.

Salesforce

  1. On the Billing Contract Detail page, click the Contract Line Item Number of the contract line item to which you want to apply a pricing structure.
  2. Click Edit.
  3. Enter the name of the pricing structure you want, or click the lookup icon Salesforce Lookup Icon magnifying glass to search for it.
  4. Click Save.
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