---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create a configurable pricing plan

# Create a configurable pricing plan {#ariaid-title1}

* Release version: Xanadu
* 
* Updated October 20, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 PricingPricing 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.
{#create-custom-pricing-plan__steps_ccp_ndq_cdc}

## What to do next

[Add or change a pricing plan step](https://servicenow-prod.fluidtopics.net/L7C_sV3lyHyxAqMzvp4Ieg "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.").

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