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Release: Australia · Updated: 2025-11-16 · Official documentation · View source

Create a price list line

Create a price list line and associate it to a product offering.

Before you begin

Role required: sn_csm_pricing.pricelist_administrator, sn_csm_pricing.pricelist_manager

Procedure

  1. In the CSM Configurable Workspace, select the List view.

  2. Navigate to Pricing > Price Lists and select the price list to which you're adding the price list line.

  3. In the Price List Lines tab, select New.

  4. On the form, fill in the fields.

FieldDescription
NumberUnique system-assigned number for the price list line.
Price ListName of the price list.
CodeSystem-generated alphanumeric number based on the price list name.
Product OfferingProduct to which this price list is associated.
Unit of MeasureUnit of measure for the product.
Base list pricePrice set for the product offering, which is the full price that a product or service is sold for, without any discounts or promotions applied.
Derived priceOption that enables derived pricing \(also called related product pricing\) for product offerings associated with this price list line. For more information, see Configuring derived pricing.
Start DateStarting date and time that the price list line is effective. Select the Calendar icon
Image omitted: calendar-icon.png
to choose the start date and time, then select <strong>OK</strong>.</td></tr><tr><td>
End Date
Ending date and time that the price list line is no longer effective. After this time, the price list line is no longer active. Select the Calendar icon
Image omitted: calendar-icon.png
to choose the end date and time, then select <strong>OK</strong>.</td></tr><tr><td>
Pricing Method
Type of pricing selected when the product offering was created: - Recurring: Payment fee that occurs over certain intervals. - Non Recurring: one-time payment fee.
PeriodicityFrequency of recurring pricing:- Monthly - Annually
  1. Select Save.