Create a configurable pricing plan

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create a configurable pricing plan by copying the default pricing plan provided in Pricing Management.

    Before you begin

    Role required: sn_csm_pricing_pricelist_administrator, sn_csm_pricing_pricelist_manager

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Pricing > Pricing Plans.
    3. Select the default pricing plan and select Copy.
      The copy of the default pricing plan opens in a new tab in the Draft state.
    4. Provide the pricing plan details:
      1. Enter the Name of the pricing plan.
      2. If you want price adjustments to be applied after price overrides, select the Apply adjustments after price override option.
        If you select this option, after the system applies a price override, any remaining pricing steps are run. If you don't select this option, any pricing steps scheduled after the price override is applied are not run.
      3. Enter a new Description for the custom pricing plan.
    5. Select Save.
      The configurable pricing plan is created with the Name that you provided.

    What to do next

    Add or change a pricing plan step.