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Managing Price Books

OVERVIEW

When Price Books are enabled for a site, then a default Price Book is automatically made available. It can be viewed in the Price Book Administration List page. The default Price Book contains the price associations of a part with the price that is defined during part creation.

ADMINISTRATION

Managing Price Books

ClosedAdding a Custom Price Book

  1. Follow the Standard Navigation Path and click Add to proceed to the Price Book Administration page.
  2. Enter a Name, Variable Name, and Description for your Price Book.
  3. Select the Use Multiplier checkbox, if necessary.

    The multiplier will automatically populate the custom part book with the price associations between parts and the specified multiple of the base price.

  4. Choose Active or Inactive from the Active Status drop-down.
  5. Enter the Partner Price Book Id, if applicable. For more information, see Partner Parts Integration.
  6. Enter Extended Information values for the custom Price Book fields, if necessary.
  7. Click Add.

ClosedEditing a Custom Price Book

  1. Select the Price Book you'd like to edit on the Price Book Administration List page.
  2. Edit any information that you'd like to modify.
  3. Click Update.
    1. Edits take effect after re-deployment.

ClosedOrdering a Price Book

  1. Enter the desired order number in the Order column on the Price Book Administration List page.
  2. Click Update.

ClosedDeleting a Price Book

  1. Select the Price Book that you want to delete on the Price Book Administration List page.
  2. Click Delete.
    1. The default Price Book cannot be deleted.

Managing Price Book Fields

Custom part fields can be used to create Price Book filters or to supplement the set of base attributes available for Price Books.

Price book filters let you control access rights to Price Book. Administering filters involves classifying parts with certain values and then defining permissions to each classification.

The system supports up to five pre-defined customizable Price Book fields. Four of these are of type string. One field can be used for numerical value (integer or float).

Custom Fields Displayed:

ClosedAdding a Price Book Custom Field

Example: You would like to assign access rights to a Price Book based on user type.

  1. ClosedNavigate to the Price Book Available Fields page.

    1. Click Admin to go to the Admin Home Page.
    2. Click Parts in the Products section.

      The Parts Search for Admin page appears.

    3. Click Customize Price Book Fields.

      The Price Book Available Fields page appears.

  2. Choose the Type using the drop-down under Price Book Available Fields.
  3. Click Create Field to launch the Attribute Editor page.

  4. Add Field Name and default value (if required).

  5. Click Add.

    The field appears in the Price Book Defined Fields section.

  6. Choose the filter from the Filter/Normal drop-down to assign access rights based on user type.
  7. Click Update.
  8. Click Define Script to create a script that will return a certain Price Book based on user type.

    1. For Text, you can choose Text or Single Select Menu.

      For Number, you can choose Float or Integer.
  9. The Price Book fields Add, Edit and Delete only take effect after deployment.


ClosedEditing a Price Book Custom Field

  1. Navigate from: Price Book Defined Fields.
  2. Choose the Type using the drop-down.
  3. Set the field either as Normal or Filter.
  4. If the field created is set as Filter, write/edit a filter script.
  5. Click Deploy to deploy the available fields.

    Changes must be deployed before they take effect.

    1. If a field is changed from Filter to Normal, then the script is hidden. If the field type is changed back to Filter, then the script will reappear again in the corresponding Function Editor.

The Price Book fields Add, Edit and Delete only take affect after deployment.


NOTES

    If users wish to export Price Book Associations, they may do so separately.
    Standard Price Books can accommodate as many currencies as are supported on a CPQ Cloud site.
    Parts Export no longer includes Price Book Associations columns. Users may still import older Excel documents that contain Price Book Associations columns.

RELATED TOPICS

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