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Insurance
Turn Off Automatic Addition of Derived Pricing Assets

Turn Off Automatic Addition of Derived Pricing Assets

When you add a contributing product to a quote or order, prevent its derived pricing assets from being added automatically.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Transaction Management is enabled
User Permissions Needed
To update the Revenue Settings in Revenue Cloud: Customize Application
AND
Manage Revenue Cloud
  1. From Setup, in the Quick Find box, find and select Revenue Settings.
  2. In the Quote, Order, and Configuration Settings section, turn off Add Derived Pricing Assets to a Quote or Order.
    Your changes are autosaved.
 
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