Control the default price list on transaction header or header line

  • Release version: Washingtondc
  • Updated May 6, 2024
  • 1 minute to read

    • Define the default price list displayed to your sales and order agents on the transaction header or header line by using the Price List Defaulting Matrix.

    Before you begin

    Role required: sn_csm_pricing_pricelist_administrator, sn_csm_pricing_pricelist_manager

    About this task

    For base systems, if a customer account is populated on a transaction header and a valid account-based price list exists, the header defaults to the account-based price list. If no account-based price list exists, the default currency-based price list is used.

    Procedure

    1. In the CSM Configurable Workspace, select the List Lists tab. view.
    2. Navigate to Pricing > Pricing Matrices.
    3. In the Pricings Matrices list, select Price List Defaulting Matrix.
    4. Select Edit Rule.
      The Decision Table for the Price List Defaulting Matrix opens in Workflow Studio and displays the inputs and the decision table for setting the conditions to display the default price list in the header.
    5. In the decision table, set the rule for displaying the default price list:
      1. In the Header Price List Type column in the Results section, select the Edit icon to add the price lists that can be applied, for example an account-based price list or a currency-based price list.
      2. In the Condition section, select Add new decision row.
      3. In the row, select the column for the input to be applied, such as Account and select the condition.
      4. In the Results section, select the Header Price List Type column and select the price list to be applied, for example an account-based price list or a currency-based price list.
    6. Select Save.
      The default price list is available to sales or order agents when working on the transaction header for opportunities, quotes, or orders or when working on the transaction line, for example a quote line or order line.