Configure Pricing Elements in a Pricing Procedure for Work Order Estimation

Configure Pricing Setting Element

The Pricing Setting element maps the commonly used variables in a pricing procedure to context tags.

1. On Pricing Procedure Builder, click the Add icon, and then find and select Pricing Setting from the list.
2. Specify these details:

   Configure Pricing Setting Element

   Variable	value
   Input Variables	Line Item: ItemId
   Output Variables	Net Unit Price: ItemUnitPrice Subtotal: ItemSubtotal

Configure List Price Element

The List Price element calculates the base price of a product based on the price type.

Configure Price Adjustment Matrix for Asset Warranty Labor Coverage Entries

The price adjustment matrix element for asset warranty labor coverage entries calculates the price of a product based on the labor warranty coverage conditions.

1. Click the Add icon, and then find and select List Group from the list.
2. In the List Operation Element, specify these details.

   vaiable	value
   Filter Condition Requirements	All Conditions Are Met (AND)
   Resource	AssetWarrantyId
   Operator	Is Not Null
   Value	Keep this blank

3. Click Add Condition and specify these details.

   variable	value
   Resource	ItemProductFamily
   Operator	Equals
   Value	Labor

4. Inside the List Container, click the Add icon, and then find and select Price Adjustment Matrix from the list.
5. Specify these details.

   variable	value
   Lookup Table Details	Asset Warranty Labor Coverage Entries
   Input Rule variables	Asset Warranty ID: AssetWarrantyId
   Input variables	Quantity: Quantity Input Unit Price: ItemListPrice
   Output Variables	Net Unit Price: ItemUnitPrice

6. Go to the Resource Manager section and perform these steps.
   1. Select the Constant_AdjustmentType_Asset_Warranty_Labor_Coverage_Entries_PAM constant, set the Default Value field to Percentage, and click Done.
   2. Select the Constant_AdjustmentValue_Asset_Warranty_Labor_Coverage_Entries_PAM constant, set the Default Value field to LaborCovered, and click Done.

Configure Price Adjustment Matrix for Asset Warranty Parts Coverage Entries

The price adjustment matrix element for asset warranty labor coverage entries calculates the price of a product based on the labor warranty coverage conditions.

1. To add a new List Group element, click the Add icon, and then find and select List Group from the list.
2. Specify these details.

   variable	value
   Filter Condition Requirements	All Conditions Are Met (AND)
   Resource	AssetWarrantyId
   Operator	Is Not Null
   Value	Keep this blank

3. Click Add Condition and specify these details.

   variable	value
   Resource	ItemProductFamily
   Operator	Equals
   Value	Part

4. Inside the List Container, click the Add icon below the List Operation element, and then find and select Price Adjustment Matrix from the list.
5. Specify these details.

   variables	value
   Lookup Table Details	Asset Warranty Parts Coverage Entries
   Input Rule variables	Asset Warranty ID: AssetWarrantyId
   Input variables	Quantity: Quantity Input Unit Price: ItemListPrice
   Output Variables	Net Unit Price: ItemUnitPrice

6. Go to the Resource Manager section in the sidebar and perform these steps.
   1. Select the Constant_AdjustmentType_Asset_Warranty_Parts_Coverage_Entries_PAM constant, set the Default Value field to Percentage, and then click Done.
   2. Select the Constant_AdjustmentValue_Asset_Warranty_Parts_Coverage_Entries_PAM constant, set the Default Value field to PartsCovered, and then click Done.

Configure Price Adjustment Matrix for Warranty Term Labor Coverage Entries

The price adjustment matrix element for warranty term labor coverage entries calculates the price of a product based on the warranty term labor coverage conditions.

1. To add a new List Group element, click the Add icon, and then find and select List Group from the list.
2. Specify these details.

   variable	value
   Filter Condition Requirements	All Conditions Are Met (AND)
   Resource	WarrantyTermId
   Operator	Is Not Null
   Value	Keep this blank

3. Click Add Condition and specify these details.

   variable	value
   Resource	ItemProductFamily
   Operator	Equals
   Value	Labor

4. Inside the List Container, click the Add icon below the List Operation element, and then find and select Price Adjustment Matrix from the list.
5. Specify these details.

   variable	value
   Lookup Table Details	Warranty Term Labor Coverage Entries
   Input Rule variables	Warranty Term ID: WarrantyTermId
   Input variables	Quantity: Quantity Input Unit Price: ItemListPrice
   Output Variables	Net Unit Price: ItemUnitPrice

6. Go to the Resource Manager section in the sidebar and perform these steps.
   1. Select the Constant_AdjustmentType_Warranty_Term_Labor_Coverage_Entries_PAM constant, set the Default Value field to Percentage, and click Done.
   2. Select the Constant_AdjustmentValue_Warranty_Term_Labor_Coverage_Entries_PAM constant, set the Default Value field to LaborCovered, and click Done.

Configure Price Adjustment Matrix for Warranty Term Parts Coverage Entries

The price adjustment matrix element for warranty term labor coverage entries calculates the price of a product based on the warranty term labor coverage conditions.

1. To add a new List Group element, click the Add icon, and then find and select List Group from the list.
2. Specify these details.

   variable	value
   Filter Condition Requirements	All Conditions Are Met (AND)
   Resource	WarrantyTermId
   Operator	Is Not Null
   Value	Keep this blank

3. Click Add Condition and specify these details.

   variable	value
   Resource	ItemProductFamily
   Operator	Equals
   Value	Part

4. Inside the List Container, click the Add icon below the List Operation element, and then find and select Price Adjustment Matrix from the list.
5. Specify these details.

   variable	value
   Lookup Table Details	Warranty Term Parts Coverage Entries
   Input Rule variables	Warranty Term ID: WarrantyTermId
   Input variables	Quantity: Quantity Input Unit Price: ItemListPrice
   Output Variables	Net Unit Price: ItemUnitPrice

6. Go to the Resource Manager section and perform these steps.
   1. Select the Constant_AdjustmentType_Warranty_Term_Parts_Coverage_Entries_PAM constant, set the Default Value field to Percentage, and click Done.
   2. Select the Constant_AdjustmentValue_Warranty_Term_Parts_Coverage_Entries_PAM constant, set the Default Value field to PartsCovered, and click Done.
7. In the Resource Manager, click Add Resource, and specify these fields.

   variable	value
   Resource Type	Constant
   Resource Name	ServiceContractActiveStatus
   Data Type	Text
   Default Value	Active

8. Click Done.

Configure Price Adjustment Matrix for Service Contract Coverage Entries

The price adjustment matrix element for service contract coverage entries calculates the price of a product based on the service contract coverage conditions.

1. To add a new List Group element, click the Add icon, and then find and select List Group from the list.
2. Specify these details.

   variable	value
   Filter Condition Requirements	All Conditions Are Met (AND)
   Resource	ServiceContractId
   Operator	Is Not Null
   Value	Keep this blank

3. Inside the List Container, click the Add icon below the List Operation element, and then search and select Price Adjustment Matrix from the list.
4. Specify these details.

   variable	value
   Lookup Table Details	Service Contract Coverage Entries
   Input Rule variables	Product: Product2Id Service Contract: ServiceContractId Status: ServiceContractActiveStatus
   Input Variables	Quantity: Quantity Input Unit Price: ItemListPrice
   Output Variables	Net Unit Price: ItemUnitPrice

5. Go to the Resource Manager section and perform these steps.

   Select the Constant_AdjustmentType_Service_Contract_Coverage_Entries_PAM constant, set the Default Value field to Percentage, and click Done.

   Select the Constant_AdjustmentValue_Service_Contract_Coverage_Entries_PAM constant, set the Default Value field to Discount, and click Done.

Configure Manual Discount Element

The Manual Discount element calculates the final price of a product after you manually enter the external discounts.

1. In the Resource Manager, click Add Resource, and enter these details.

   variable	value
   Resource Type	Constant
   Resource Name	ManualDiscountAdjustmentType
   Data Type	Text
   Default Value	Percentage

2. Click Done and New.
3. Enter these details.

   variable	value
   Resource Type	Constant
   Resource Name	ManualDiscountAdjustmentValue
   Data Type	Number
   Decimal Places	2
   Default Value	100.00

4. Click Done.
5. Click the Add icon to add a new List Group element and then find and select List Group from the list.
6. Specify these details.

   variable	value
   Filter Condition Requirements	All Conditions Are Met (AND)
   Resource	EntitlementId
   Operator	Is Not Null
   Value	Keep this blank

7. Inside the List Container, click the Add icon, and then find and select Manual Discount from the list.
8. Specify these details.

   variable	value
   Input variables	Adjustment Type: ManualDiscountAdjustmentType Adjustment Value: ManualDiscountAdjustmentValue Quantity: Quantity Input Unit Price: ItemListPrice
   Output Variables	Net Unit Price: ItemUnitPrice

9. Click the Element Details () section and then select the Include in Output checkbox.
10. Click the Pricing Procedure Properties section and assign a valid rank (for example, '1') to the pricing procedure version.
11. Click Save and then Activate.
12. Click Simulate to test the configuration. During simulation, replace the 'Input Id Fields' with the corresponding ID fields from your Org. Ensure the input pattern matches your requirements.

    {
      "WorkOrderEstimationTransactionItem": [
        {
          "ItemId": "<<QuoteLineItemId1>>",
          "AssetWarrantyId": "<<AssetWarrantyId>>"
        },
        {
          "ItemId": "<<QuoteLineItemId2>>",
          "EntitlementId": "<<EntitlementId>>"
        },
        {
          "ItemId": "<<QuoteLineItemId3>>",
          "WarrantyTermId": "<<WarrantyTermId>>"
        },
        {
          "ItemId": "<<QuoteLineItemId4>>",
          "ServiceContractId": "<<ServiceContractId>>"
        },
        {
          "ItemId": "<<QuoteLineItemId5>>"
        }
      ]
    }