---
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 and publish a price list

# Create and publish a price list {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Create a price list that defines the pricing for products and services in Sales Customer Relationship Management.

## Before you begin

Role required: sn_csm_pricing_pricelist_administrator, sn_csm_pricing_pricelist_manager

## About this task

You can create various types of price lists for your organization, such as price lists that are based on a standard currency or price lists that are based on a particular customer account. The first price list that you create
for a specified currency is automatically set as the default price list. When you're creating a default price list, the start date must be either the current date or a date earlier than the current date. If you don't want
the price list as the default, deselect the Default option.

## Procedure

1. In the CSM Configurable Workspace, select the List ![]() view.
2. Navigate to PricingPrice Lists.
3. Select New.
4. In the Details tab, fill in the fields.  
   {#som-create-price-list__table_customer_order_form__entry__2}

   | Field | Description |
   |-|-|
   | Number | Unique system-assigned number that identifies the price list.{#som-create-price-list__form-field-ORDnnnnnnn} |
   | Name | Name of the price list. |
   | Code | System-generated alphanumeric number based on the price list name. Although the code is system-generated, you can edit it to represent any industry-specific product code. |
   | Currency | Currency of the price list, for example USD for US dollars. |
   | Account | Optional. Account of the customer to which this price list applies. |
   | Default | Option for setting this price list as the default price list with the specified Currency or for the specified Account. |
   | Sales agreement | If you're using the Sales Agreement Management application and a sales agreement was created by an agent, the unique system-assigned number that identifies the sales agreement associated with this price list. |
   | Description | Description of the price list. |
   | State | Stage of the price list: * Draft: Initial state of the price list. Information is still being added to the price list and hasn't been published to the catalog yet. * Published: Price list has been published to the catalog. After a price list is published, you can update, delete, retire, or archive it. * Retired: Price list has been retired and is no longer active. The price list and its price list lines cannot be updated. * Archived: Price list has been archived and is no longer available for use. {#som-create-price-list__ul_fbn_qrw_1tb} Note: A default price list cannot be deleted, retired, or archived. |
   | Start Date | Starting date and time that the price list is effective. Select the Calendar icon ![]() to choose the start date and time, then select OK. Note: If this is a default price list, the start date must be either the current date or a date that is earlier than the current date. |
   | End Date | Ending date and time of the price list. Select the Calendar icon ![]() to choose the end date and time, then select OK. After the end date, the price list is no longer active. Note: If this is a default price list, the end date is ignored. |
   [Table 1. Create New Price List]

   {#som-create-price-list__table_customer_order_form}
5. Select Save.  
   The price list is in the Draft state.
6. Select Publish.  
   The price list state changes to Published. The Price List Lines tab opens for creating a price list line.

## What to do next

[Create a price list line](https://servicenow-prod.fluidtopics.net/uBVn3Z2GYMxiRa13w2ZAkQ "Create a price list line and associate it to a product offering.") for the price list.

*[\>]: and then