1. Go to the Price Lists page (ADMIN SETUP > Pricing Administration > Price Lists).
  2. Click a price list name link to open the Price List Details page.
  3. Click the Price List Items tab. 
  4. Click the advanced setup icon () next to a price list item name. The price list item details page is displayed.

  5. Select the Details tab and enter the following details:

    FieldDescription
    DETAILS
    Charge TypeSelect a charge type. These are a separate, identifiable element of charges that can be used for pricing. For example: Standard Price, Maintenance Fee, Installation Fee, and more.
    ActiveTurn the setting on to make the price list item active.
    Charge Type Criteria

    Configure charge type criteria.

    This is used for conditional charge types that are included only if a certain criterion is met and as part of adding the main product to the cart. Define this criterion against a Line Item or Attribute field value to apply the price list item when the criterion is satisfied. For example, this may be a charge type based on workstations, while the product may have a charge type based on users.

    A product must have at least one price list item without any charge type criteria to be priced in the cart.

    If you are using the Charge Type Criteria setting, you must define a criterion for all PLIs (Price List Item)s. Do not define that same criterion for more than one PLI. Criteria must be mutually exclusive so that CPQ does not apply two PLIs while pricing a product.

    List PriceEnter a list price for a product in the price list item. If the price list item has matrices or may be overridden, enter 0 or null as the list price.
    Cost

    Enter the product's cost.

    Effective DateEnter an effective date for the price list item.
    Expiration DateEnter an expiry date for the price list item.
    Price Type

    Select One Time, Recurring, or Usage. Selecting Recurring or Usage enables the Frequency field. For instance, to add a subscription product, choose Recurring as the type and then specify the frequency as monthly, yearly, and so on.

    Price Method

    Select one of:

    • Per Unit: Multiplies the price by the quantity.
    • Flat Price: Applies a flat price.
    • Percentage: Enables the Percent, Percent Applies To, and Related Price List Item fields.
    • Related Price: Used when the price is calculated as a function of the price of other lines in the same shopping cart.

    • Tiered Rate: Default price method for the Usage price type.

      If you selected Usage in the Price Type field, select Tiered Rate here. CPQ does not prevent you from creating other combinations, but you might not get appropriate results.

    FrequencyIf your Price Type field selection is Recurring or Usage, select an option to indicate how often the product shall be charged. 
    Related Adjustment Applies To

    Enable this field to add the Related Price List Item value. Enter the number of rows add, and click Add button.

    If you selected Related Price in the Price Method field, select (enter?) one of Base Extended Price, Base Price, Extended Price, List Price, Net Price, or Net Unit Price to indicate which prices shall be adjusted by the related price.

    FieldDescription
    Relation To

    Define the entity the related adjustment applies to. Select one of: 

    • Price List Item: Show all PLIs for returned price lists with both Product Name and Charge Type values.
    • Product: Show all products in the Related Item.
    • Product Family: Show all product families in the Related Item.
    • Product Group: Show all product groups in the Related Item.
    • Line Item Fields: Show all line item fields in the Related Item.
    Related ItemSelect the related item to associate it to the related price.

    Charge Type

    		Select the charge type for the related price. (If the Relation To value is Price List Item, this field is predefined and non-editable.) 
    Adjustment AmountEnter the adjustment amount.
    Adjustment TypeSelect the adjustment type.
    Related Item ValueYou can add a value to this field only if you selected Relation To as Line item field. (For example: If the Related Item field's value is Quantity, then you can specify that quantity here.)

    To delete a row, click the more icon and select Remove.

  6. Click Save before you leave this tab.