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            Implement Price Lists

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            Implement Price Lists

            The price list entry defines the product price. Follow these steps to implement a Price List with standard Salesforce Pricing engine.

            Note
            Note Each product can have only one type of price list entry, either recurring or one-time, but not both, as Salesforce Pricing supports only one price type per product. In addition, the Salesforce Pricing integration for Communications, Media, and Energy and Utilities (CME) managed package doesn’t support Promotions and Discounts. Disable Promotions and Discounts features before you use Salesforce Pricing for CME.
            1. From the App Launcher, find and select LookupTables.
            2. Click New.
            3. From Lookup Table Type, select Decision Table.
            4. Click Next.
            5. Specify the decision table details.
              1. Name: CMEPriceListEntryDT.
              2. Source Object: Price List Entry (vlocity_cmt__PriceListEntry__c).
              3. Usage Type: Pricing.
              4. Decision Table Type : Low Volume
            6. Select these related objects.
              1. Pricing Element (vlocity_cmt__PriceListEntry__c → vlocity_cmt__PricingElement__c).
              2. Pricing Variable (vlocity_cmt__PriceListEntry__c → vlocity_cmt__PricingElement__c → vlocity_cmt__PricingVariable__c).
            7. Add related object fields.
              1. For vlocity_cmt__PricingElement__c, specify Id as the Related Object Field and PricingElementId as the Field Alias.
              2. For vlocity_cmt__PricingVariable__c, specify vlocity_cmt__Code__c as the Related Object Field and PricingVariableCode as the Field Alias.
            8. Specify the input and output variables.
              1. Specify PricingVariableCode and vlocity_cmt__PricingElementAmount__c as the output variables.
              2. Specify vlocity_cmt__ProductId__c and vlocity_cmt__PriceListId__c as required input variables with operator as Equals.
            9. Save and activate the decision table.
            10. Add the decision table to the active pricing recipe.
              1. In Setup, find and select Pricing Recipes.
              2. Choose the recipe that you want to add to your lookup tables.
              3. On the Price Adjustment Matrix tab, click Modify.
              4. Select the CMEPriceListEntryDT lookup table
              5. Select Price Component Type as Custom Discount.
            11. Add constant resources.
              For more information on constant resources, see Prerequisites to Build Pricing Procedures.
              1. From App Launcher, find and select Pricing Procedures.
              2. Open the CMEPricingProcedure in Pricing Procedure Builder.
              3. Click the default version of the CMEPricingProcedure V1 pricing procedure. If the default version is active, deactivate the pricing procedure before making any edits, or use the Save As option to create and edit a new version of the pricing procedure.
              4. On the Resource Manager panel, click Add Resource.
              5. Add a resource of type Constant named AdjustmentTypeField, with a data type of Text and a default value of Override.
              6. Add another resource of type Constant named AdjustmentValueField, with a data type of Text and a default value of vlocity_cmt__PricingElementAmount__c.
            12. Add the Price Adjustment Matrix pricing element.
              After the Pricing Setting element, add a pricing element of type Pricing Adjustment Matrix. For more information on Price Adjustment Matrix, see Price Adjustment Matrix.
              1. Click Add elements icon, and select the Price Adjustment Matrix element from the list.
              2. In the Lookup Table Details field, search for and select your Custom Price Adjustment Matrix.
              3. Map all your variables with the context tags.
                Implement price list
            13. Save and activate the pricing procedure.
            14. Simulate the pricing procedure.
              1. Click Simulate, and verify the queried data.
              2. Fill in the input with the relevant fields, making sure to include actual SObject IDs with the available mappings where applicable.
              3. Click Simulate again, and then click Activate.
                The Waterfall View shows every step of the pricing calculation.
             
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