Create a cost book line

  • Release version: Washingtondc
  • Updated April 3, 2024
  • 1 minute to read

    • Create a cost book line that defines the unit cost for a product offering.

    Before you begin

    Role required: sn_csm_pricing_pricelist_administrator, sn_csm_pricing_pricelist_manager

    Procedure

    1. In the CSM Configurable Workspace, access the cost book for which you're adding a cost book line.
      1. Select the List Lists tab. view.
      2. Navigate to Prices > Cost Books and select the cost book.
    2. In the Cost Book Lines tab, select New.
    3. In the Create New Cost Book Line tab, fill in the form.
      Table 1. Cost Book Line
      Number Unique system-assigned number for the cost book line.
      Cost Book Name of the cost book to which this line is added.
      Code System-generated alphanumeric number based on the cost book name and the line item to be created.

      Although the code is system-generated, you can edit it to represent any industry-specific code.
      Product offering Product to which this cost book line is associated.
      Unit of measure Unit of measure for the product.
      Cost Unit cost of the product, which is the cost incurred to produce or procure the product.
      Start date Starting date and time that the cost book is effective. Select the Calendar icon (Calendar icon.) to choose the start date and time, then select OK.
      End date Ending date and time of the cost book. After the ending time, the cost book is no longer active. Select the Calendar icon (Calendar icon.) to choose the end date and time, then select OK.
      Pricing method Type of pricing selected when the product offering was created:
      • Recurring: Payment fee that occurs over certain intervals.
      • Non Recurring: one-time payment fee.
      Note:
      The Pricing Method is auto-populated when the product offering is selected.
      Periodicity Frequency of recurring pricing:
      • Monthly
      • Annually
      Note:
      The Periodicity is auto-populated when the product offering is selected.
    4. Select Save.