This section is specific to the DriveWorks CPQ Sales Portal for DriveWorks CPQ DriveApp please see Introduction to the DriveWorks CPQ DriveApp.
A CPQ Sales Portal System Administrator or CPQ Sales Portal Administrator license is required to administer price list data within the CPQ Sales Portal
Price list administration involves the management of multiple business objects.
Each top-level price list contains one or more price list versions. Versions are used to define the start and end date of a price list, enabling users to seamlessly transition to a new version of a price list whenever new pricing is scheduled. Price list version dates cannot overlap, meaning only one version is active at any given date/time.
Price list versions have revisions; this enables a user to make changes to their price list version without needing to create a new price list version, if their original price list version is in use. The price list version revision that will be used will be the published version. Only one price list version revision can be published at once.
Price list version revisions contain price list items, which are link a product (custom or standard) and a price. For custom products, no price is supplied on the price list, and the price is calculated using rules within the product configurator project.
When users create and edit quotes, the products available to them in the catalog are defined by the selected price list.
Pricing for those products is pulled from the published revision of the price list version for the current date.
Price list administration enables users to interact with several business objects, outlined below:
| Attribute name | Type | Description | Details |
|---|---|---|---|
| Name | Title | The name of the Price List. This will be shown when selecting a price list for a quote. | Constraint Type: Text Is Constraint Nullable? False Default Value: - Minimum Length: - Maximum Length: - Allow Multiple Lines: False |
| Description | - | A description of the price list. | Constraint Type: Text Is Constraint Nullable? True Default Value: - Minimum Length: - Maximum Length: - Allow Multiple Lines: False |
| Active | - | Specifies whether a price list is available to use on quotes. | Constraint Type: Boolean Is Constraint Nullable? True Default Value: - |
| Currency | Relation | The currency used for pricing on a quote when the price list is selected. | Business Object: Currency Is Constraint Nullable? False |
| Attribute name | Type | Description | Details |
|---|---|---|---|
| Name | Title | The name of the price list version. This will not be shown to users when creating or editing quotes. | Constraint Type: Text Is Constraint Nullable? False Default Value: - Minimum Length: - Maximum Length: - Allow Multiple Lines: False |
| Description | - | A description of the price list version. | Constraint Type: Text Is Constraint Nullable? True Default Value: - Minimum Length: - Maximum Length: - Allow Multiple Lines: False |
| StartDate | - | Defines a date, stored as a UTC date/time, when the price list version will become active and can be used for quoting. | Constraint Type: Date Time UTC Is Constraint Nullable? False Default Value: - |
| EndDate | - | Defines a date, stored as a UTC date/time, when the price list version can no longer be used for quoting. | Constraint Type: Date Time UTC Is Constraint Nullable? False Default Value: - |
| PriceList | Relation | The parent price list for the version. | Business Object: PriceList Is Constraint Nullable? False |
| Attribute name | Type | Description | Details |
|---|---|---|---|
| RevisionNumber | Title | The revision number, this is automatically assigned by the CPQ Sales Portal. | Constraint Type: Double Is Constraint Nullable? False |
| Published | - | Specifies whether the revision is the published revision for the specified price list version. | Constraint Type: Boolean Is Constraint Nullable? True Default Value: - |
| PriceListVersion | Relation | The version the revision is attached to. | Business Object: PriceListVersion Is Constraint Nullable? False |
The product administration area of the CPQ Sales Portal displays user-defined product categories to enable users to add products to categories directly.
Adding a product, while a category is selected, will automatically select that category for the product. The product list is also filtered based on what category is currently selected.
| Attribute name | Type | Description | Details |
|---|---|---|---|
| Name | Title | The name of the price list entry. | Constraint Type: Text Is Constraint Nullable? False Default Value: - Minimum Length: - Maximum Length: - Allow Multiple Lines: False |
| PriceListRevision | Relation | The revision which the price list entry is linked to. | Business Object: PriceListRevision Is Constraint Nullable? False |
| Price | Relation | The price of the product on the price list revision. No price indicates a custom product. | Business Object: Price Is Constraint Nullable? True |
| Product | Relation | The product which is linked to the price list entry. | Business Object: Product Is Constraint Nullable? False |
| Attribute name | Type | Description | Details |
|---|---|---|---|
| Name | Title | The name for the price. Not shown anywhere within the CPQ Sales Portal interface. | Constraint Type: Double Is Constraint Nullable? True |
| ListPrice | - | A link to the category which contains the current category record. | Constraint Type: Double Is Constraint Nullable? True |
| Minimum | - | The minimum price a product can be added to a quote for. If a discount is applied lowering the price below this threshold - the user will receive and error and will not be able to save their changes. | Constraint Type: Double Is Constraint Nullable? True |