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            Confirm the Post-Install Setup for Attribute-Based Pricing

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            Confirm the Post-Install Setup for Attribute-Based Pricing

            Learn how to set up attribute-based pricing in the Summer '18 and Fall '18 releases of ​Salesforce Industries Communications, Media, and Energy.

            Before you set up attribute-based pricing, verify that the related post-install tasks are completed.

            1. Ensure that the Default Pricing Plan is installed:
              1. Go to Vlocity Product Console.
              2. In the Dashboard in the Pricing area, click the search icon next Pricing Plan, and press the Enter or Return key.
              Note
              Note

              If the Default Pricing Plan does not display, go to the EPC Jobs on the CMT Administration screen, find the INSTALL DEFAULT PRICING PLAN DATA job, and click INSTALL.

            2. Ensure that the Parameters field displays:
              1. Click on the Default Pricing Plan, and then click Pricing Plan Steps in the sidebar.
              2. In the Pricing Plan Steps facet, click on any step.
              3. In the General Properties pane, ensure that the Parameters field displays.
                Note
                Note

                If the Parameters field does not display, go to the EPC Jobs on the CMT Administration screen, find the INSTALL DEFAULT VLOCITY OBJECTS AND LAYOUTS job, and click INSTALL. Note that this job will overwrite any configuration changes that you have made to the Vlocity Product Console.

            3. Ensure that the DefaultPricingPlan custom setting has been created.
              1. Go to CMT Administration, and in the Custom settings area, click CPQ Configuration Setup.
              2. In the Search dialog box under CONFIGURATIONS, enter pricing. The DefaultPricingPlan custom setting should display.
                Note
                Note

                If the DefaultPricingPlan custom setting has not been added, scroll to the bottom of the page, and click Add. In the first box, enter DefaultPricingPlan. In the second box, enter DEFAULT_PRICING_PLAN. Then, at the bottom of the page, click Save.

            4. Ensure that the PricingPlanService implementation is active.
              1. Go to the Interface Implementations tab and find the PricingInterface.
              2. Click the RELATED tab, and in the list of available implementations, find the PricingPlanService implementation.
            5. Ensure that the PricingPlanService implementation is active and default. To make the PricingPlanService implementation active and default, edit its record, check the Active and Default fields, then click Save.
              Pricing Interface
              Note
              Note

              PricingPlanService and PricingElementServiceImplementations are very similar, so changing the PricingInterface from PricingElementServiceImplementations to PricingPlanService has no impact on existing pricing in the Industries CPQ Cart. The PricingPlanService implementation enables you to use pricing plan functionality and price lists, pricing elements, and pricing variables. The PricingElementServiceImplementation only enables you to use price lists, pricing elements, and pricing variables.

             
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