These are an advanced pricing concept used to define tiered pricing paradigms, or complex pricing structures with multiple criteria. Common examples are pricing tiers for a product based on user count or particular customer or transactional dimensions.

As an administrator, you can associate a cost (custom field) to each price matrix entry because the cost varies with the price and hence the margin is affected. The price matrix entries that are applied on a line item can be accessed in the line item. A price list can have more than one price matrix. CPQ supports multiple matrix entries within a matrix (cumulative range matrix) to be applied.

To create price matrices

You must have existing price dimensions.

  1. Select an existing price list item, click the more icon (), and click Advanced.
  2. On the MATRICES tab, click New Matrix.
  3. On the DETAILS tab, enter the following details.
    1. Matrix Name: Enter a name for the matrix.
    2. Sequence: Enter a sequence number for the matrix.
    3. Short Description: Enter a description for the matrix.
    4. Matrix Type: Select Dimension. If you choose Condition, note that the option or attribute pricing at the 1st level sub-bundle is not supported
    5. Stop Processing More Matrices: Select this checkbox to stop the system from evaluating further matrices if a match is found within this matrix.
    6. Enable Date Range: Select this checkbox to enable the start and end date for price matrix to execute.
  4. On the DIMENSIONS tab, enter the following details.
    1. From Dimension, select a price dimension. You can enter up to six dimensions, which bring in attributes from the line items or headers of any data type within Salesforce.
    2. From Dimension Value Type, select one of the following:

      OptionDescription
      Cumulative Range - Line Item

      The values will be evaluated cumulatively. For example: If quantity = 15 and price is $1 for a range of is 0-10, and price is $2 for a range of 11-15, then 10x$1+5x$2 = $20 will be the price of the product.

      As an administrator, you define step pricing so that users (sales representatives) can quote correct prices to customers. You can create a matrix where the Dimension Type is Cumulative Range. If the admin setting APTS_DisableCumulativeQuantityAcrossCart is set to True, CPQ applies the cumulative range matrix such that it does not span multiple line items of the same product.

      The Admin Setting APTS_DisableCumulativeQuantityAcrossCart is not available in Admin tab by default. You can add the entry by following the steps below:

      1. Go to All Tabs > Admin
      2. Click New, to create a new record.
      3. Fill the following details

        FieldValue
        NameAPTS_DisableCumulativeQuantityAcrossCart
        Valuetrue or false
        CodeLeave the field blank
      4. Click Save.
      DiscreteThe system only considers the specific matrix values.
      RangeThe system considers the matrix values as inclusive of the numbers in the range.
  5. Click Save. The price matrix is successfully created and listed under Matrices.
  6. Click the add icon () in the matrix detail section to add an adjustment to the price matrix. You can add more than one matrix rows by clicking  and delete rows by clicking . You can also move a row up or down by clicking  or .
  7.  Enter the following details and click Save
    1. In the <Dimension> column, enter a value for the dimension you created. The values are inclusive. For example, the first line here indicates a range of 0-10. The second line indicates a range of 11-20, etc. All adjustments are adjusting the price list item-list price. To account for an infinite number of values, set the quantity to 999999, which will pull a range of “infinity.” In this example, setting 999999 indicates the range 41-999999.
    2. In the Adjustment Amount column, enter a percentage or a number to adjust the price.

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

    3. From Adjustment Type, select the kind of adjustment required, if the criteria is met. An example is an override to a list price, markup, or discount. 
    4. In the Adjustment Amount Source column, select an adjustment source.

      Use this field if you are not using the Adjustment Amount column. In this field you can select an adjustment amount 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 Adjustment Amount column.

      However, CPQ supports only numeric values returned from the formula field. You cannot use formula fields for List Price and Product Option Price.