Add or change a pricing plan step

  • Release version: Australia
  • Updated March 12, 2026
  • 3 minutes to read

    • Add a pricing plan step to a configurable pricing plan that applies either a pricing matrix or a custom adjustment using the pricing extension point. You can also change certain items in an existing step, such as the sequence or type of matrix used, as well as specify conditions for running the step.

    Before you begin

    Create a configurable pricing plan.

    Role required: sn_csm_pricing.pricelist_administrator or sn_csm_pricing.pricelist_manager

    About this task

    You can add or change a pricing plan step only when the configurable pricing plan is in the Draft state.
    Note:
    The following steps in all pricing plans are fixed and can't be changed:
    • Initialize Pricing Context
    • Fetch Base Cost
    • Fetch Base List Price
    • Apply Attribute Adjustments

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Pricing > Pricing Plans.
    3. Select the configurable pricing plan to which steps are being added or changed.
    4. In the pricing plan, select the Pricing Plan Steps tab.
      • To add a step, select New.
      • To change a step, select the step number to be updated. If you need to delete a pricing adjustment step, see Delete a pricing plan step.
    5. Fill in or change certain fields in the form.
      Table 1. Pricing Plan Step
      Field Description
      Number System assigned number for the pricing plan step.
      Name Name of the step to be added.
      Description Brief description of the step.
      Price point Selling price for a product or service. Select one of the following:
      • List Price: Standard selling price to be applied before any pricing adjustments.
      • Net Price: Final price to customer after predefined or negotiated adjustments have been subtracted.
      Calculation type Option for evaluating the result of the adjustment at each step. Select one of the following:
      • Previous price point: When the Price Point is Net Price, the previous price point is List Price. The adjustment is applied to the List Price.
      • Rolling: When multiple adjustments exist, apply the subsequent adjustment to the price resulting from the previous adjustment to calculate the final net price.
      Sequence Number value indicating the order in which the step is to be applied.

      For example, if you're adding a step between two existing steps with sequence numbers 40 and 50 respectively, you could enter the sequence number 45 for the step.
      Code System-generated alphanumeric number based on the pricing plan step name.
      Action Option indicating the type of pricing adjustment to be run in the step. Select one of the following:
      • Apply Matrix Adjustments: Run a pricing matrix.
      • Apply Custom Adjustments: Run a custom pricing adjustment using the PricingAdjustmentsExtensionPoint.
      Rule matrix Option that displays if you selected the Apply Matrix Adjustments action. Select the pricing matrix to be applied:

      You can select the rule matrix link in the step to define the matrix.
      Pricing plan Name of the configurable pricing plan.
      Extension point Option that displays the PricingAdjustmentsExtensionPoint if you selected the Apply Custom Adjustments action.
    6. Specify certain conditions for running the step, if applicable.
      Note:
      Any conditions that aren't met, are ignored.
      Type of condition Description
      Header condition Use the condition builder to add or change conditions that control when the step is run, based on the transaction header (for example the header for an opportunity, quote, or order). Specify the condition fields to be used, for example a context variable for transaction headers, product characteristics, or other objects such as account or product offering.
      Line condition Use the condition filter to add or change conditions that control when the step is run, based on the transaction line (for example an opportunity, quote, or order line). Specify the condition fields to be use, such as a context variable for transaction lines, product characteristics, or other objects, such as account or product offering.
    7. Select Save.
    8. To continue adding or changing steps, repeat steps 4 through 7.
      If you need to remove a step, see Delete a pricing plan step.
    9. When you're finished adding or changing steps, select Publish.
      The configurable plan becomes the active pricing plan, and the former active plan is retired.