Create and publish a price list
Create a price list that defines the pricing for products and services in Sales Customer Relationship Management.
Before you begin
Role required: sn_csm_pricing_pricelist_administrator, sn_csm_pricing_pricelist_manager
About this task
You can create various types of price lists for your organization, such as price lists that are based on a standard currency or price lists that are based on a particular customer account. The first price list that you create for a specified currency is automatically set as the default price list. When you're creating a default price list, the start date must be either the current date or a date earlier than the current date. If you don’t want the price list as the default, deselect the Default option.
Procedure
In the CSM Configurable Workspace, select the List view.
Navigate to Prices > Price Lists.
Select New.
In the Details tab, fill in the fields.
| Field | Description | |
|---|---|---|
| Number | Unique system-assigned number that identifies the price list. | |
| Name | Name of the price list. | |
| Code | System-generated alphanumeric number based on the price list name. Although the code is system-generated, you can edit it to represent any industry-specific product code. | |
| Currency | Currency of the price list, for example USD for US dollars. | |
| Account | Optional. Account of the customer to which this price list applies. | |
| Default | Option for setting this price list as the default price list with the specified Currency or for the specified Account. | |
| Sales agreement | If you're using the Sales Agreement Management application and a sales agreement was created by an agent, the unique system-assigned number that identifies the sales agreement associated with this price list. | |
| Description | Description of the price list. | |
| State | Stage of the price list:- Draft: Initial state of the price list. Information is still being added to the price list and hasn’t been published to the catalog yet. - Published: Price list has been published to the catalog. After a price list is published, you can update, delete, retire, or archive it. - Retired: Price list has been retired and is no longer active. The price list and its price list lines cannot be updated. - Archived: Price list has been archived and is no longer available for use. Note: A default price list cannot be deleted, retired, or archived. | |
| Start Date | Starting date and time that the price list is effective. Select the Calendar icon Image omitted: field-calendar.png End Dateto choose the start date and time, then select <strong>OK</strong>. <strong>Note:</strong> If this is a default price list, the start date must be either the current date or a date that is earlier than the current date.</td></tr><tr><td> | Ending date and time of the price list. Select the Calendar icon Image omitted: field-calendar.png to choose the end date and time, then select <strong>OK</strong>. After the ending time, the price list is no longer active.<strong>Note:</strong> If this is a default price list, the end date is ignored.</td></tr></tbody>
What to do nextCreate a price list line for the price list. |