Related pricing is used when you want to derive the price of a Line Item depending on the price of another Line Item. The Line Item can be of a Standalone, Option or Bundle product. For example, if the maintenance fee of an Option product is 10% of the over all maintenance fee of the main Bundle product, you must create two separate Price List Items for both the products. The Price List Item of the Option product should contain the related pricing fields populated with the values from the Bundle product.

You must perform the necessary configurations at the Price List Item to enable related pricing.

Adding related pricing information on a 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. Click New Price List.
  4. Select Price Method as Related Price.
  5. Click the DETAILS tab. The different fields used for related pricing, such as Related Adjustment Amount and Related Adjustment Type are displayed.

  6. Enter the following details and click Save.

    FieldDescription
    Related Adjustment Amount

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

    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 TypeIndicates 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 ToIndicates 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.  

    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.

Creating a record in Related Price List Item related list

In order to relate two Price List Items and implement related pricing, you must create a record in the Related Price List Item (To) record.

  1. Navigate to Related Price List Item (To) related list and click New Related Price List Item.

  2. Enter the requisite information:

    FieldDescription
    Price List ItemDenotes the ID of the Price List Item for which you are creating this record.
    Related Price List ItemDenotes the ID of the Price List Item whose price is used as a basis for the related pricing.
    Relation Type

    Denotes how the Price List Items are related with each other. Currently, Related Price is supported.

    Related Adjustment Amount

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

    You can specify this amount either here or at the Price List Item level.

    Related ProductIndicates a filter that you can consider as a source for related pricing. This field must be clubbed with Related Charge Type for correct functioning.
    Related Charge TypeIndicates the Charge Type for the Related Price List Item. This should be validated with the Charge Type on the Price List Item record.
    Related Product FamilyIndicates a filter that you can consider as a source for related pricing. This field must be clubbed with Related Charge Type for correct functioning.
    Related Product GroupIndicates a filter that you can consider as a source for related pricing. This field must be clubbed with Related Charge Type for correct functioning.
    Related Adjustment TypeIndicates the type of adjustment that you want to apply on the related product. Available values are: Percentage, % Discount, Discount Amount, %Markup, Markup Amount. In our example, choose Percentage.

Currently, the combination with Related Charge Type and Related Price List Item is supported and the combination with Price List Item and Related Price List Item is not supported.

To configure the context for Related Pricing

You can set the related pricing context for Line Items using the custom setting, Related Price Scope, available at Setup > Build > Develop > Custom Settings > Config System Properties > Manage. This setting enables you to choose if you want 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:

  • Related Price Scope = Cart, the Option price is based on the price of all the instances of the related product in the Cart, whether it is in the same Bundle or a Standalone or in an another Bundle.
  • Related Price Scope = Bundle, the Option price is based on the related product instances within the same Bundle. You must also ensure that the Option products are a part of that bundle.