- Go to ADMIN SETUP > Application Settings > Global Settings > Pricing.
- Enter the following details and click Save:
Enable External Pricing
|Turn this setting on to enable external price calls so that pricing will be done externally. The external pricing call must be coded and associated with the Reprice All button in the view cart page.|
Turn this setting on to enable defer pricing until the user clicks a pricing action.
Custom Pricing Fields
|Enter the custom field API name from the line item object to be displayed on the cart page. To add more than one field name, separate the names by a new line or a comma.|
When you makes any changes to these custom fields, CPQ is set to reprice before clicking Review and Finalize.
Hide Dates For One Time Charge
|Turn this setting on to hide the dates for price list items of type One Time charge.|
Hide Evergreen End Date
Turn this setting on to hide the end date for Evergreen proposals.
|Totaling and Sub Totaling|
Totaling Group Type
Select the default value for the summary group type picklist. Supported values are:
The default value is Category. For Product-based totaling, the Product Totaling Hierarchy setting is required.
Disable Charge Type Totaling
|Turn this setting on to disable the totaling of charge types.|
Adhoc/Product Totaling Hierarchy
Enter the list of product fields that represent the product totaling hierarchy. Each product field API name must be separated by a new line. This is applicable only when product based totaling is in effect.
For Ad-hoc totaling, enter the line item fields that represent a totaling group. If this field is blank, the Bundle Family will be used by default.
|Matrix and Ruleset|
Auto Refresh Usage Tier
|Turn this setting on to enable modifiable usage tiers to automatically re-calculate tier price upon PLI change.|
Enable Matrix Pricing For Options
|Turn this setting on to enable matrix pricing for options. This may be used to optimize performance when options do not use price matrices in the organization. The default value is false (disabled).|
Enable Base Price Rounding
Turn this setting on to enable CPQ to round list price and base price fields in the line item using the currency field precision setting.
Enable Custom Rounding
Turn this setting on to enable rounding of selling term and price in each price calculation step.
Price rounding at backend occurs only for the base price, adjusted price, and net price when this setting is enabled.
Select the currency rounding mode in pricing calculations. This setting rounds adjustments before calculating the base price. Supported values are:
Max Adjustment Lines
Enter the maximum number of adjustment lines allowed for a line item.
Enable Adjustment Spread
|Turn this setting on to enable the adjustment on a bundle to spread to its options.|
Enable Base Price Adjustment
|Turn this setting on to enable unit level price adjustment for the Base Price of the product in the cart.|
Enable Keyed Matrix Pricing
Turn this setting on if you have option products with a large number of dimensions of type discrete. This also helps in reducing SOQL queries. Keyed matrix pricing performs keyed lookup to locate matrix entries in a large matrix.
Multi Currency Management
Enter a value to define the currency precision in a multi-currency org. Supported values are:
Product Option Price Order
Enter the order of execution of option pricing (with adjustments) in conjunction with the price rule set and matrices. Supported values are:
Related Price Scope
Enter a value to perform the related pricing calculations over the entire cart or confine the calculations to a bundle product only. For example, if the price of an option product is a percentage of another option product in the same bundle, consider the following scenarios with Related Price Scope = Cart and Bundle:
Selling Term Calculation Method
Indicates the method to calculate the selling term for line items on the cart page.
Supported values are:
Custom Deal Guidance Page
|Enter the name of the custom Deal Guidance page.|
Enable Price Matrix Audit Trail
Turn this setting on enable CPQ to create audit trail entries when adjustments are applied on the Line Item through Price Matrices. The audit trail entries are created on the Adjustment Line Item object.
Enable Price Rule Audit Trail
|Turn this setting on enable CPQ to create audit trail entries when promotions are applied on the Line Item through Price Rules. The audit trails entries are created on the Adjustment Line Item object.|