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Price Books Overview
Parts are defined with a price. Price Books offer an
additional way to associate parts with price. One part can be
associated with multiple Price Books. The FullAccess user can specify
the Price Book applicable, depending on the user type.
Example: Consider that there are two prices books: US
Price Book and Germany Price Book. If a customer based in New York
decides to purchase a certain part, then the US Price Book will be used
to determine the price of the part.
Similarly, if a German customer wants to purchase the same
part, then the German Price Book will be used to determine the price of
Therefore, the same part number can have different prices
based on the Price Book that is applicable for a particular user. See Adding and Managing Part Filters for more information on how to set up a similar use case.
User-Side Price Books
In Configuration, a Price Book drop-down will appear if you have more than one Price Book available.
User will only be able to select a Price Book if they have been given
access to it. This can be achieved by creating filters.
Parts Export & Price Book Associations
Parts Export no longer includes Price Book Associations columns.
- If users wish to export Price Book Associations, they may do so separately.
- Users may still import older Excel documents that contain Price Book Associations columns.
You can define rules with Price Books as a rule input.
You can use a recommendation rule to force set a Price Book or
constrain a Price Book. Constrained Price Books are removed from the
Price Book list unless they are currently selected, in which case they
will appear marked.
You could also use a Price Book as a rule
condition for a hiding rule and hide particular attribute(s) when a
certain Price Book is selected.
If a part is not associated with a Price
Book, then the price of the part is determined by the price specified
when creating the part.
When five or more currencies are being
used, fields will be paginated into columns to eliminate horizontal
scrolling. Column headers will repeat at the bottom of the table for
reference in long data sets.
Standard Price Books can accommodate as many currencies as are supported on a CPQ Cloud site.
Price Books are not enabled for all
applications. If you want to enable Price Books for your application,
contact your System FullAccess user.