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Conga Product Documentation

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CPQ for Advantage Platform

Managing Price List Items

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Configuring Price Matrix Entries

Dimension

  1. Go to ADMIN SETUP > Pricing Administration > Price Lists. The Price Lists page is displayed.
  2. Click the required price list name link to open the Price Lists 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. Click the Matrices tab. The list of existing matrices is displayed.
  6. Click the required price matrix name link (Dimension type matrix) to open the price matrix details page.
  7. On the Entries tab, click Add. A price matrix entry is added.
  8. Enter the following details:

    Setting

    Description

    Start Date

    This field is visible only if you turn the Enable Date Range setting on while creating the price matrix.

    Select a start date for the matrix entry. It is a mandatory field.

    End Date

    This field is visible only if you turn the Enable Date Range setting on while creating the price matrix.

    Select an end date for the matrix entry. It is a mandatory field.

    Adjustment Amount

    Enter a percentage or a number to adjust the price.

    Adjustment Type

    Select the kind of adjustment required if the criteria is met. For example, an override to a list price, markup, or discount.

    Adjustment Amount Source

    Search and select a field from where the adjustment must be sourced.

  9. Click Formula Builder icon to define the adjustment amount on Matrices rule entry as an expression to have a dynamic adjustment value.
    1. Go to the Field tab and search for your desired field from the list. Click the arrow next to the field name to view and select its related child fields. The formula expression, determined by the selected object-field and/or subfield, appears on the right panel of the formula builder.
    2. Click Insert to add it to the expression.
    3. Go to the Functions tab, select a function from the list, and click Insert to add it to the expression.
    4. Click any operator available below the expression window to add it to the expression.
    5. Continue building your expression.
    6. Click Clear to remove the entire expression, or manually remove it by pressing the Backspace key.
    7. Click Save.
  10. Turn the setting Copy the current data in new row on to copy the details of a price matrix entry to the next entry.
  11. In the Number of rows field, enter a value of how many rows you want to add.
  12. Click the ellipsis icon for the entry and click Delete.
    • If there are no unsaved changes, the Delete Price Matrix Entry pop-up is displayed. Click Confirm.
    • If there are unsaved changes, the a pop-up is displayed prompting your confirmation. Click Discard Changes. The Delete Price Matrix Entry pop-up is displayed. Click Confirm.
  13. Click Save.

Condition

  1. Go toADMIN SETUP > Pricing Administration > Price Lists. The Price Lists page is displayed.
  2. Click the required price list name link to open the Price Lists 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. Click the Matrices tab. The list of existing matrices is displayed.
  6. Click the required price matrix name link (condition type matrix) to open the price matrix details page.
  7. On the Entries tab, click Add. A price matrix entry is added.
  8. Click Add Condition. The Charge Type Criteria pop-up is displayed.
    1. On the Line Items tab, enter the following details:
      1. Field: Select a field on the product. You can select custom fields also.
      2. Operator: Select an operator.
      3. Value: Enter a value.
      4. Click Add Criteria to add one more criteria.
      5. Click the remove icon to remove a criteria.
      6. Click Remove All to remove all criteria
      7. Turn the Logic button on and enter a value in the Logic field when you add multiple criteria.
      8. Click Save.
    2. On the Product Attributes tab, enter the following details:
      1. Field: Select a field on the product. You can select custom fields also.
      2. Operator: Select an operator.
      3. Value: Enter a value.
      4. Click Add Criteria to add one more criteria.
      5. Click the remove icon to remove a criteria.
      6. Click Remove All to remove all criteria.
      7. Turn the Logic button on and enter a value in the Logic field when you add multiple criteria.
      8. Click Save.
  9. Enter the following details:

    Setting

    Description

    Start Date

    This field is visible only if you turn the Enable Date Range setting on while creating the price matrix.

    Select a start date for the matrix entry. It is a mandatory field.

    End Date

    This field is visible only if you turn the Enable Date Range setting on while creating the price matrix.

    Select an end date for the matrix entry. It is a mandatory field.

    Adjustment Amount

    Enter a percentage or a number to adjust the price.

    Adjustment Type

    Select the kind of adjustment required if the criteria is met. For example, an override to a list price, markup, or discount.

    Adjustment Amount Source

    Search and select a field from where the adjustment must be sourced.

  10. Click Formula Builder icon to define the adjustment amount on Matrices rule entry as an expression to have a dynamic adjustment value.
    1. Go to the Field tab and search for your desired field from the list. Click the arrow next to the field name to view and select its related child fields. The formula expression, determined by the selected object-field and/or subfield, appears on the right panel of the formula builder.
    2. Click Insert to add it to the expression.
    3. Go to the Functions tab, select a function from the list, and click Insert to add it to the expression.
    4. Click any operator available below the expression window to add it to the expression.
    5. Continue building your expression.
    6. Click Clear to remove the entire expression, or manually remove it by pressing the Backspace key.
    7. Click Save.
  11. Turn the setting Copy the current data in new row on to copy the details of a price matrix entry to the next entry.
  12. In the Number of rows field, enter a value of how many rows you want to add.
  13. Click the ellipsis icon for the entry and click Delete.
    • If there are no unsaved changes, the Delete Price Matrix Entry pop-up is displayed. Click Confirm.
    • If there are unsaved changes, the a pop-up is displayed prompting your confirmation. Click Discard Changes. The Delete Price Matrix Entry pop-up is displayed. Click Confirm.
  14. Click Save.

Usage

Note:

For Usage type price matrix entries, either Unit Price or Flat Price is required, not both.

  1. Go to ADMIN SETUP > Pricing Administration > Price Lists. The Price Lists page is displayed.
  2. Click the required price list name link to open the Price Lists 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. Click the Matrices tab. The list of existing matrices is displayed.
  6. Click the required price matrix name link (usage type matrix) to open the price matrix details page.
  7. On the Entries tab, click Add. A price matrix entry is added.
  8. Enter the following details:

    Setting

    Description

    From

    Enter a value.

    To

    Enter a value.

    Start Date

    This field is visible only if you turn the Enable Date Range setting on while creating the price matrix.

    Select a start date for the matrix entry. It is a mandatory field.

    EndDate

    This field is visible only if you turn the Enable Date Range setting on while creating the price matrix.

    Select an end date for the matrix entry. It is a mandatory field.

    Unit Price

    Enter a unit price.

    Note:

    If you enter Unit Price, do not enter Flat Price.

    Flat Price

    Enter a flat price.

    Note:

    If you enter Flat Price, do not enter Unit Price.

    Is Included

    Turn this setting on to indicate if the entry is included.

  9. Turn the setting Copy the current data in new row on to copy the details of a price matrix entry to the next entry.
  10. In the Number of rows field, enter a value of how many rows you want to add.
  11. Click the ellipsis icon for the entry and click Delete.
    • If there are no unsaved changes, the Delete Price Matrix Entry pop-up is displayed. Click Confirm.
    • If there are unsaved changes, the a pop-up is displayed prompting your confirmation. Click Discard Changes. The Delete Price Matrix Entry pop-up is displayed. Click Confirm.
  12. Click Save.
Administrator Guide
Conga
CPQ

October 20, 2025