Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

download

Adding related pricing information on a Price List Item

You must have existing price list item.

  1. On App Menu, click Conga CPQ Admin and then click the CPQ Admin tab. The new admin console is launched.
  2. On the Pricing menu, click Manage Price Lists.
  3. Select an existing price list item, click the more icon (), and click Advanced.
  4. Click the DETAILS tab. The different fields used for related pricing, such as Related Adjustment Amount and Related Adjustment Type are displayed.
  5. Enter the following details and click Save.

    Field

    Description

    Related Adjustment Amount

    Indicates the adjustment amount that you want to apply on the related product. In our example, the value should be 10.

    Note:

    In this field you enter the adjustment amount directly. Use this field if you are not using the Related Adjustment Amount Source field.

    Related Adjustment Type

    Indicates the type of adjustment that you want to apply on the related product. Available values are: %Discount, %Markup, Discount Amount, Markup Amount, Percentage, Price Factor, and Price Override. In our example, choose Percentage.

    Related Adjustment Applies To

    Indicates on which price the adjustments for the related price should be applied. Available values are: Base Extended Price, Base Price, Extended Price, List Price, Net Price, and Net Unit Price. In our example, choose Base Price.

    Related Adjustment Amount Source

    Indicates the adjustment amount source that you want to apply on the related product.

    Note:

    Use this column if you are not using the Related Adjustment Amount column. In this column, you can select an adjustment amount that will be fetched from CPQ formula fields created on the required business objects and fields. CPQ fetches the adjustment value from those fields instead of fetching the adjustment amount directly from the Related Adjustment Amount column. However, you must select such formula fields that return only numeric values. CPQ applies the adjustment on the list price to derive the base price.

    In our example, if the formula returns 10, CPQ applies 10% discount to the base price of the related product.