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            Pricing Adjustment Batch Jobs

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            Pricing Adjustment Batch Jobs

            Utilizing pricing adjustment batch jobs is key for efficient, accurate bulk pricing updates. You can initiate these operations directly from the Related List and List View components of Price Book Entry, Attribute Based Adjustment, Bundle Based Adjustment, and Price Adjustment Tier objects.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Salesforce Pricing is enabled

            For failed requests, a detailed report with error messages is available via the related list of the batch job record. This allows you to quickly identify issues, make necessary edits, and re-execute the job to ensure all adjustments are applied successfully.

            Let’s explore the primary tasks you can perform using the Pricing Adjustment Batch Jobs feature.

            Perform a Pricing Adjustment Batch Job

            Before you begin a pricing adjustment batch job, remember the following.

            Required Editions

            User Permissions Needed
            To view pricing adjustment batch job logs: Salesforce Pricing Design Time
            • All bulk updates are made to a product's price. So, you can make a bulk update to any price adjustment schedule or price book.
            • You can update up to 200 pricing records in a batch.
            • Don’t run multiple batch jobs simultaneously. Wait for each job to complete before starting the next one.

            Let’s consider a scenario where we need to make a bulk update of increasing the price by $10 of all products whose product selling model is set to Evergreen.

            1. From App Launcher, find and select Price Management.
            2. From the app navigation menu, select Price Books.
            3. Select Standard Price Book.
            4. On the Related tab, under the Price Book Entries section, click View All.
              A list of all the price book entries associated with the Standard Price Book are displayed.
            5. Based on our example, select all the entries whose product selling model is Evergreen.
            6. Select Pricing Adjustment Batch Job.
              Pricing Adjustment Batch Job button
            7. In the Update Price Book Entries window, specify these details.
              1. Update Type: Amount
              2. Update Value: $10
              Note
              Note
              • The update value depends on the update type selected. There are three types of updates - Amount, Percentage, and Override.
              • To increase the value of your record, add a whole number. To decrease the value of a record, add a negative value. If the update type is Amount, and you want to increase the dollar value of your records, enter 10, and to decrease the adjustment value, enter -10.
            8. If you’re making changes to a price adjustment schedule, then you’ll need to provide effective dates.
              Price book entries only store the price of a product and don’t have effective dates associated with their records.
            9. Save your changes.

            View Pricing Adjustment Batch Job Logs

            After your pricing adjustment batch job record is created, you can check the status and details of the job. If your batch job has failed or partially failed, you can review the generated logs to find out the reason for the failure.

            Required Editions

            User Permissions Needed
            To view pricing adjustment batch job logs: Salesforce Pricing Design Time
            1. From App Launcher, find and select Pricing Adjustment Batch Jobs.
            2. Select the pricing adjustment batch job record you want to check.
            3. The Related tab shows Pricing Adjustment Batch Job Log with details of incomplete or failed batch jobs.
              You see logs only if a batch job fails or is partially completed. No logs are created for a successful batch job.

            Fix and Execute Failed Pricing Adjustment Batch Jobs

            You can resolve issues with your failed records by making the necessary edits and running the pricing batch job again. For example, a pricing adjustment batch job may fail when an adjustment relies on a product attribute that is missing or invalid.

            Required Editions

            User Permissions Needed
            To view pricing adjustment batch job logs: Salesforce Pricing Design Time
            1. From App Laucher, search and select Price Adjustment Batch Jobs.
            2. Open a failed or partially completed pricing adjustment batch job.
            3. In the Related tab, see the list of failed records under Pricing Adjustment Batch Job Log.
              Tip
              Tip To see the entire list of failed or partially completed jobs, select View All under Pricing Adjustment Batch Log. The entire list appears in a new tab, making it easier to filter through the records.
            4. Select Dropdown icon against each record and make your edits.
            5. To execute the pricing adjustment batch job again, select Rerun.
             
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