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            Set Up Contract-Based Pricing in Enterprise Sales Management (Managed Package)

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            Set Up Contract-Based Pricing in Enterprise Sales Management (Managed Package)

            In Enterprise Sales Management, contract-based pricing refers to using a frame agreement to determine the price applicable to a product.

            Managed Package Icon This feature is part of the Communications Cloud managed package.

            In your org, you'll find that a contract has already been created for the Acme account. Modify this contract and mark it as a frame agreement to apply the contract terms to any enterprise quotes or enterprise orders that you create for the Acme account.

            To set up contract-based pricing using the sample contract created for the Acme account:

            1. Go to the App Launcher and enter Contracts.
            2. Click Contracts.
            3. On the Contracts page, ensure that the filter is set to All Contracts or All Activated Contracts.
            4. Click the contract for Acme to view its details.
            5. In the actions menu, click Edit.
            6. Update the contract start date and end date to encompass the current date. To update the contract end date, you can extend the contract term.
            7. Set the contract status to Activated.
            8. Select Is Frame Contract.
            9. Click Save.
            10. On the Related subtab, in the Contract Line Items section, click New to add at least one contract line item for a product that is used in Enterprise Sales Management. When you create the contract line item, ensure that:
              1. The effective start date and the effective end date of the contract line item encompass the current date and are within the contract start and end dates.
              2. Appropriate values are entered for the One Time Charge and Recurring Charge for the product in the contract line item. These are the values that are displayed on the enterprise quote summary page or enterprise order summary page.
            11. Click Save.
            12. Verify that the prices used in an enterprise quote or enterprise order are as per the frame agreements.
              1. Create or reopen an enterprise quote or enterprise order for the Acme account.
              2. Add a product for which the price is determined by a frame agreement. See Add Products in an Enterprise Quote.

            The Select Products page displays the base price, but when you select a product, the Configure Cart page and the Summary page display the price determined by the frame agreement.

             
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