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Create a Pricing Calculation Schema
Build the ordered sequence of condition steps used to calculate order and line-item prices.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions in Manufacturing Cloud, Automotive Cloud, and Consumer Goods Cloud, with required add-ons. |
A Pricing Calculation Schema defines how order and line-item prices are calculated through an ordered sequence of condition steps. Align your calculation schema in Salesforce with your ERP system to maintain identical pricing results across systems.
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Create the Calculation Schema.
- From the App Launcher, find and select Pricing Calculation Schema, and then click New.
- Enter a schema expression set name and select a Context Definition.
- Optionally, search for and select an Internal Organization Unit.
- Click Save.
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Add Calculation Schema Steps.
- Select the calculation schema record and click the Expression Set Versions link to open the builder.
- In the builder, add a Pricing Calculation Schema Step.
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Provide step details:
- Pricing Specification: Select the target pricing specification.
- Step Configuration Checkboxes: Statistical Step, Accrual Step, Matching Price Found, and Printable Step.
- Execution Sequence and Order Product Rule Scope: Set the execution sequence value (use increments of 10, for example, 100), and optionally select an Order Product Rule Scope.
- Interim Calculation Value: Select an auxiliary variable (for example, Copy Value 1) to store intermediate step totals.
- Target Condition and Target Result: Select the target output attributes (for example, Target Condition = Base Price Receipt).
- Step Reference: Reference previous step numbers used as a calculation basis.
- Calculation Groups: Select allowed groups (for example, Delivery, Return, Return Resale, or Free Item) from the Available slushbucket and move them to Selected.
- Click Save, and then click Activate.
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