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            Create a Basic Usage Pricing Setup

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            Create a Basic Usage Pricing Setup

            Create a consumption schedule with one consumption rate, then link it to a usage product. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Spring ’19 and later
            1. Create a product for usage pricing.
              1. From the product object, click New.
              2. Define an active standard price for your product.
            2. Create a consumption schedule.
              1. From the consumption schedule object, click New.
              2. Give your consumption schedule an easily recognizable name.
              3. Give your consumption schedule a unit of measure. Usage quantities and rates use this value. For example, if your usage product is a server monitoring program that charges by hours of uptime, you could use a value of Hour.
              4. Choose a rating method for your consumption schedule.
              5. The Type field lets you control how Salesforce prices usage products based on your rating method. Choose Range or Slab.
              6. Choose a billing term and billing term unit. When a sales rep orders the usage product associated with this schedule, Salesforce Billing uses these values to calculate the resulting billing frequency.
              7. Select a billing rule, tax rule, and revenue recognition rule. When you order a product related to this consumption schedule, the resulting order product consumption schedule inherits these rules. Salesforce Billing uses these rules to manage billing and invoicing for your usage summaries.
            3. Create consumption rates.
              1. From the consumption schedule that you made in Step 1, go to the Consumption Rates related list and click New.
              2. Give your consumption rate a processing order. If your schedule has multiple rates, Salesforce evaluates the rate with the lowest number first.
              3. Choose a pricing method for your rate. A Per Unit method applies this rate's price to each unit of usage. A Flat Fee method applies this rate's price to the entire range of usage that falls within this rate's bounds. For example, let's say your usage product has 50 units of usage and a consumption rate with a $50 price.
                • Per Unit: $50 * 50 = $2500
                • Flat Fee: $50
            4. On your consumption schedule, select Active.
              Consumption schedules require at least one consumption rate before activation.
            5. Link your consumption schedule to a product.
              1. From your consumption schedule, go to the Product Consumption Schedules list and click New.
              2. In the product field, provide a lookup to the product that you want this consumption schedule to cover.
              3. You can also link a consumption schedule by going to your usage product’s Product Consumption Schedule related list, clicking New, and providing a lookup to an active consumption schedule.
             
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