--- schema_version: "1" id: 5518d9bee7fd5d8c15dd57f16adcaecb1ead598b2e56584a5ddd3723d9876d47 title: Default Pricing Plan in EPC collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_default_pricing_plan_in_epc.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_default_pricing_plan_in_epc.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 9da10e35ff5ccd4b19d1a12fb0a70da98ee78872c180f791e8abfbbb3c2c281e description: Salesforce provides a default pricing plan with nine steps. You can rearrange the steps and add new steps to provide additional logic to your pricing plan. products: - Communications - Media - Energy and Utilities release: "264" --- # Default Pricing Plan in EPC Salesforce provides a default pricing plan with nine steps. You can rearrange the steps and add new steps to provide additional logic to your pricing plan.

Sequence	Name	Description	Parameters
10	Initialize Pricing Context	Initializes a pricing plan context map that includes information that subsequent steps need. Each step can set or retrieve objects from the context map. Information in the map includes the line items being priced, the cart header object, the list of associated line adjustment records and promotion item records, and maps that enable efficient hierarchy information processing.	Enabling Base Pricing Adjustments
20	Load Price List Entries	Queries the price list entries associated with the cart products and price list. Calls the tightest match service to determine the matching recurring and one-time charges for a product.
30	Initialize Pricing Variables	After the service finds the tightest price list entries, the plan applies the charges to the recurring and non-recurring pricing variables associated with each line item in the cart being priced.
35	Apply Context Discounts	Applies any context-defined overrides and adjustments loaded in the Initialize Pricing Context step.	Sequential Promotions and Discounts
40	Apply Offer Adjustments	Applies any offer-defined overrides and adjustments that the plan loaded in the Initialize Pricing Context step. The plan applies overrides first, before any adjustments that adjust the pricing variables associated with them.	Sequential Promotions and Discounts
50	Apply Promotion Adjustments	Applies any promotion-defined overrides and adjustments loaded in the Initialize Pricing Context step. The plan applies overrides first, before any adjustments that adjust the pricing variables associated with them.	Sequential Promotions and Discounts
60	Apply Charge Manual Adjustments	Applies any manual overrides or adjustments loaded in the Initialize Pricing Context step.
70	Calculate Rollups	Calculates line-level totals and rollup pricing variables. The calculation starts from the child item items and moves up the hierarchy tree because the parent rollups are dependent on their children pricing variable totals. This step calls the DefaultPricingVariableCalcImplementation, which contains the pricing formula for calculating the line-level pricing variable totals. The quantity is multiplied with the One time or Recurring prices to get the total outcome for DefaultPricingPlanImplementation. For example, Current calculation is One Time Charge x Discount X Quantity => 82.69 x -10% Off => 74.42 * 10 Qty => 744.20.
80	Save Line Items	Saves the line items to the database.
90	Apply Parent Variables	Calculates and saves any parent object-level pricing variables. Parent objects include Opportunity, Order, and Quote.

## Set Up a Default Pricing Plan in EPC If a pricing plan is not specified, Salesforce Industries Communications, Media, and Energy (CME) uses the pricing plan named in this custom setting. Define the default pricing plan using the **DefaultPricingPlan** custom setting. To set up a default pricing plan, use the **DefaultPricingPlan** custom setting and then run the INSTALL DEFAULT PRICING PLAN DATA administration job. This custom setting is usually created during installation. If your implementation has been upgraded from an earlier version of Salesforce Industries Communications, Media, and Energy (CME), you might need to create this custom setting manually. To install the default pricing plan, simply run the INSTALL DEFAULT PRICING PLAN DATA administration job. This job is usually run as part of the installation process or during an upgrade. If the job was not run or if you wish to restore the default pricing plan, run the job. 1. If you don't have the **DefaultPricingPlan** custom setting, create it: 1. Go to **Vlocity CMT Administration**. 2. Under **Custom Settings**, click **CPQ Configuration Setup**. 3. Search the list of existing custom settings for DefaultPricingPlan. 4. If the custom setting does not exist, then clear the search dialog and click **Add**. 5. In the first box, enter the name of the custom setting, which is DefaultPricingPlan. 6. In the second box, enter the **Code** of the pricing plan that you want to use as the default. If you are using the default pricing plan provided by CME, the code is DEFAULT\_PRICING\_PLAN. 2. Run the INSTALL DEFAULT PRICING PLAN DATA administration job. 1. Go to **Vlocity CMT Administration**. 2. Under **Admin Console**, click **EPC Jobs**. 3. Next to INSTALL DEFAULT PRICING PLAN DATA, click **Install**. 4. Follow the remaining steps of the import process to install the default pricing plan data.