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Set Up Penny Perfect Pricing
Build the pricing metadata in order — key types, search strategies, specifications, and calculation schemas — then load your condition data.
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. |
| User Permissions Needed | |
|---|---|
| To configure pricing components and expression sets | Manage Advanced Pricing AND Manage Business Rules Engine |
| To configure procedure plans | Manage Advanced Pricing |
| To import pricing condition data | Manage Advanced Pricing AND Manage Data Pipelines |
The standard implementation sequence for Penny Perfect Pricing requires that you configure Key Types, define Search Strategies, establish Pricing Specifications, and build Calculation Schemas before populating your pricing condition data.
Configuration Sequence Overview
Complete the setup tasks in the following sequential order. Each step builds upon the metadata created in previous steps.
- Create Pricing Key Type — Define lookup keys and attribute maps.
- Create Pricing Search Strategy — Configure prioritized search steps.
- Create Pricing Specification — Define calculation behavior and scales.
- Create Pricing Calculation Schema — Build sequential calculation steps.
- Create Procedure Plan — Map schema determination parameters.
- Load Pricing Condition Data and Run Job — Import ERP data and run the External Pricing Key Value Consolidation job.
- Create a Pricing Key Type
Create pricing key types that tell the system how to search for pricing rules. - Create a Pricing Search Strategy
Configure the prioritized sequence of search steps used to look up pricing conditions. - Create a Pricing Specification
Define calculation behavior, rounding, and scale conditions for a pricing element. - Create a Pricing Calculation Schema
Build the ordered sequence of condition steps used to calculate order and line-item prices. - Create a Procedure Plan
Configure the schema determination engine that maps order pricing type and Internal Organization Unit to a Calculation Schema. - Load Pricing Condition Data and Run the External Pricing Key Value Consolidation Job
Import pricing condition data from your ERP system, then run the consolidation job that prepares it for runtime lookups.
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