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Penny Perfect Pricing
Create a Procedure Plan

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Create a Procedure Plan

Configure the schema determination engine that maps order pricing type and Internal Organization Unit to a Calculation Schema.

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.

Determine the correct pricing procedure for an order by configuring a Procedure Plan. The Procedure Plan acts as the schema determination engine, specifying exactly which Calculation Schema runs based on order pricing type and Internal Organization Unit.

  1. From Setup, in the Quick Find box, enter Procedure Plan Definitions, and then select Procedure Plan Definitions.
  2. Click New, and complete the New Procedure Plan Definition dialog: enter a Title and Developer Name, select a Process Type (for example, Default), optionally select a Subtype and Primary Object, select a Context Definition, and optionally enter a Description. Click Save.
  3. Open the newly created procedure plan definition record.
  4. Configure context mapping to read and write data from mapped objects as necessary.
  5. Specify determination mapping parameters:
    • Sales Organization / Internal Organization Unit
    • Pricing Calculation Schema
    • Order Pricing Type (Standard or Contract)
  6. Click Save, and then click Activate to enable the procedure plan definition.
 
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