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Configure Pricing Procedure Plans for B2B Stores
Configure pricing procedure plans to customize how pricing is calculated in your B2B stores. Create a procedure plan from the default Commerce procedure plan template and then customize it with your own context definitions, pricing procedures, and Apex hooks.
Required Editions
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Turn on and configure Advanced Pricing for Commerce Powered by Revenue Cloud. For
details, see Configure Advanced Pricing for Commerce Powered by
Revenue Cloud.
To extend the context definitions on the account and product nodes to influence pricing, turn on Pricing Context Extensibility. See Extend the Pricing Context for B2B or D2C Stores.
- From your store, go to Settings | Store.
- Go to the Pricing tab.
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Turn on Pricing Procedure Plan.
Turning it on enables this feature for all stores in your org. However, procedure plans run only in stores where you assign them.
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Click
and select Setup.
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In the Quick Find box, enter
Procedure Plan Definition Templates, and select Procedure Plan Definition Templates. - Select the Default Commerce Pricing Procedure Plan Definition Template template.
- Select your context definition. By default, the Commerce context definition is selected. If you created a custom context definition, select it. Use an extended context definition based on the default context definition. Cloned context definitions aren't supported.
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In the Procedure Plan Sections area, select a pricing procedure that uses the same
context definition as the one you selected in the previous step.
If a default Commerce pricing procedure exists, it's added automatically. Otherwise, manually select the pricing procedure you want to use. Add only one pricing procedure section per plan.
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Use Apex sections to run custom pricing logic. You can include multiple Pricing and
Apex sections.
Note For information about creating Apex hooks for pricing, see Customize B2B Store Pricing with Apex Hooks.- In the Procedure Plan Sections area, click Add.
- Select Standard type.
- For Section Type, select Apex.
- Enter a name for your section.
- In the section details, set Phases to Pricing, Resolution Type to Default, and select your Apex class.
- Click Save.
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If you added multiple sections, click Manage Sections. Drag the
sections to set their exact execution order.
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Save the template as a new procedure plan definition.
The newly created procedure plan definition is inactive and appears in the Procedure Plan Definitions list.
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From Setup, in the Quick Find box, enter
Procedure Plan Definitions, and select Procedure Plan Definitions. - Select the procedure plan that you created in the previous step.
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Click Activate and confirm.
Use only activated procedure plans in your stores.
- From your store, go to Settings | Store and then select the Pricing tab.
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In Pricing Procedure Plan, select your newly activated procedure
plan. The selected plan now applies to the current store.
If you don't select a procedure plan, the org's default pricing procedure is used.
- Click Save.
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