View price adjustment breakdown on a quote line item

  • Release version: Yokohama
  • Updated April 28, 2025
  • 2 minutes to read
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    Summary of View price adjustment breakdown on a quote line item

    Sales agents using ServiceNow can view detailed price adjustments applied to quote line items, enabling them to understand how discounts, surcharges, and other pricing strategies affect the net price during quote processing. This visibility helps ensure pricing transparency and accuracy when managing customer quotes.

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    Where to find price adjustment details

    The breakdown of price adjustments is accessible on the Pricing section of the Quote Line Item Details page, specifically under the Price Adjustments tab. This tab displays comprehensive information about each price adjustment applied to the line item.

    Key price adjustment details provided

    • Number: Unique ID of the price adjustment record.
    • Short description: Description explaining the nature of the adjustment.
    • Sequence: The step number in the pricing plan that generated the adjustment.
    • Adjustment source: Indicates whether the adjustment was applied automatically by the pricing plan or manually by the sales agent.
    • Adjustment type: Categorizes the adjustment as markdown, markup, price override, or price point changes.
    • Price point: The price basis on which the adjustment is applied, such as List Price or Net Price.
    • Adjustment value: Specifies the percentage or absolute amount of the adjustment.
    • Quantity: Number of items affected by the adjustment.
    • Amount: Currency value of the adjustment applied to the original price.
    • Total amount: The adjustment amount multiplied by the quantity.
    • Unit running price: The unit price after applying the specific adjustment.

    Practical example

    Consider a customer buying an API Edition license with the following adjustments:

    • Base price from the price list is $1000.
    • An upgrade to "Professional Plus Edition" adds $200 (Price Point: List Price).
    • A volume discount of $50 applies when purchasing 100 licenses (Price Point: List Price).
    • The Unit List Price after these adjustments becomes $1150 ($1000 + $200 - $50).
    • An additional premier account discount of $100 applies on the Net Price, resulting in a Unit Net Price of $1050 ($1150 - $100).

    Why this matters

    Understanding price adjustments at this granular level allows ServiceNow customers to:

    • Verify pricing accuracy and compliance with pricing plans.
    • Explain pricing calculations clearly to customers and stakeholders.
    • Identify the source and type of adjustments to manage pricing strategies effectively.

    Related concepts

    This pricing adjustment breakdown is linked to configurable pricing plans that govern how automatic adjustments are applied, providing flexible and controlled pricing management within ServiceNow.

    Sales agents can view the price adjustments that were applied to the base price in the price list to reflect discounts, surcharges, or other pricing strategies, and see how the net price was calculated while processing a quote.

    Where to find the price adjustment details

    The unit base price, unit list price, and unit adjustment details are listed on the Pricing section of the Quote Line Item Details page.

    The Price Adjustments tab on the quote line item provides the following information.
    Table 1. Price Adjustments tab for a quote line
    Field Description
    Number ID of the price adjustment record.
    Short description Description of the price adjustment.
    Sequence Number of the pricing plan step used to generate the adjustment.
    Adjustment source Origin of the price adjustment.
    • Auto: Adjustment applied automatically by pricing plan, and can be defined using standard adjustment matrices or via extension points, such as PricingAdjustmentExtensionPoint.
    • Manual: Adjustment made by agent.
    Adjustment type
    • Markdown %
    • Markdown amount
    • Markup %
    • Markup amount
    • Price override
    Price point Price that is calculated after the adjustment is applied. This could be the List Price or Net Price.
    Adjustment value Percentage or absolute amount of adjustment that is applied to the price.
    Quantity Quantity of items in the quote line.
    Amount Adjustment applied to the original price in currency format.
    Total amount Quantity multiplied by the amount.
    Unit running price Unit price after applying the adjustment to the quote line.

    Price adjustment example

    To understand price adjustment and the terms used, let's consider a scenario where a customer is purchasing an API Edition license from a provider.
    • Unit Base Price: The price defined in the Price List, say $1000.
    • Attribute Adjustment: The customer opts for the "Professional Plus Edition" version of the product with Price Point as List Price which costs them additional $200.
    • Volume adjustment: The customer receives a discount of $50 when they purchase 100 licenses. Here as well, the Price Point is the List Price.
    • Price Point: The Price point is the entity on which the price adjustments were applied. It could be the List Price or Net Price.
    • Unit List Price: The Unit List Price is calculated as $1000 + $200 - $50 = $1150.
    • Customer also receives a premier account discount of $100 with Price Point as Net Price.
    • Unit Net Price: The Unit Net Price is the final price after all adjustments have been applied. This is calculated as $1150 - $100 = $1050.