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Default Pricing Plan in EPC
Salesforce provides a default pricing plan with nine steps. You can rearrange the steps and add new steps to provide additional logic to your pricing plan.
Sequence |
Name |
Description |
Parameters |
|---|---|---|---|
10 |
Initialize Pricing Context |
Initializes a pricing plan context map that includes information that subsequent steps need. Each step can set or retrieve objects from the context map. Information in the map includes the line items being priced, the cart header object, the list of associated line adjustment records and promotion item records, and maps that enable efficient hierarchy information processing. |
|
20 |
Load Price List Entries |
Queries the price list entries associated with the cart products and price list. Calls the tightest match service to determine the matching recurring and one-time charges for a product. |
|
30 |
Initialize Pricing Variables |
After the service finds the tightest price list entries, the plan applies the charges to the recurring and non-recurring pricing variables associated with each line item in the cart being priced. |
|
35 |
Apply Context Discounts |
Applies any context-defined overrides and adjustments loaded in the Initialize Pricing Context step. |
|
40 |
Apply Offer Adjustments |
Applies any offer-defined overrides and adjustments that the plan loaded in the Initialize Pricing Context step. The plan applies overrides first, before any adjustments that adjust the pricing variables associated with them. |
|
50 |
Apply Promotion Adjustments |
Applies any promotion-defined overrides and adjustments loaded in the Initialize Pricing Context step. The plan applies overrides first, before any adjustments that adjust the pricing variables associated with them. |
|
60 |
Apply Charge Manual Adjustments |
Applies any manual overrides or adjustments loaded in the Initialize Pricing Context step. |
|
70 |
Calculate Rollups |
Calculates line-level totals and rollup pricing variables. The calculation starts from the child item items and moves up the hierarchy tree because the parent rollups are dependent on their children pricing variable totals. This step calls the DefaultPricingVariableCalcImplementation, which contains the pricing formula for calculating the line-level pricing variable totals. The quantity is multiplied with the One time or Recurring prices to get the total outcome for DefaultPricingPlanImplementation. For example, Current calculation is One Time Charge x Discount X Quantity => 82.69 x -10% Off => 74.42 * 10 Qty => 744.20. |
|
80 |
Save Line Items |
Saves the line items to the database. |
|
90 |
Apply Parent Variables |
Calculates and saves any parent object-level pricing variables. Parent objects include Opportunity, Order, and Quote. |
Set Up a Default Pricing Plan in EPC
If a pricing plan is not specified, Salesforce Industries Communications, Media, and Energy (CME) uses the pricing plan named in this custom setting. Define the default pricing plan using the DefaultPricingPlan custom setting. To set up a default pricing plan, use the DefaultPricingPlan custom setting and then run the INSTALL DEFAULT PRICING PLAN DATA administration job.
This custom setting is usually created during installation. If your implementation has been upgraded from an earlier version of Salesforce Industries Communications, Media, and Energy (CME), you might need to create this custom setting manually.
To install the default pricing plan, simply run the INSTALL DEFAULT PRICING PLAN DATA administration job. This job is usually run as part of the installation process or during an upgrade. If the job was not run or if you wish to restore the default pricing plan, run the job.
-
If you don't have the DefaultPricingPlan custom
setting, create it:
- Go to Vlocity CMT Administration.
- Under Custom Settings, click CPQ Configuration Setup.
- Search the list of existing custom settings for DefaultPricingPlan.
- If the custom setting does not exist, then clear the search dialog and click Add.
- In the first box, enter the name of the custom setting, which is DefaultPricingPlan.
- In the second box, enter the Code of the pricing plan that you want to use as the default. If you are using the default pricing plan provided by CME, the code is DEFAULT_PRICING_PLAN.
-
Run the INSTALL DEFAULT PRICING PLAN DATA administration job.
- Go to Vlocity CMT Administration.
- Under Admin Console, click EPC Jobs.
- Next to INSTALL DEFAULT PRICING PLAN DATA, click Install.
- Follow the remaining steps of the import process to install the default pricing plan data.
