---
schema_version: "1"
id: 7fa7110c815995d9ac5a15e3334ce21021c761ed783fb24af2fbb1a6632bc844
title: Configure Context Definitions and Pricing Procedures
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/ene_tariff_context_definitions_pricing_procedures.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.ene_tariff_context_definitions_pricing_procedures.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b5ad2bba54cf23cd8c2d5c311be20f1e12b29e949a372b9cfba63b9c3ede7b6a
description: Extend the required context definitions, configure pricing procedures, and update revenue settings.
products:
  - Energy and Utilities
release: "264"
---
# Configure Context Definitions and Pricing Procedures

Extend the required context definitions, configure pricing procedures, and update revenue settings.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d47703e72">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d47703e72 ">To configure product discovery pricing procedure:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d47703e72 ">
              <p>Customize Application</p>
              <p>AND</p>
              <p>Salesforce Pricing
                Admin</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Product Discovery Admin</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d47703e72 ">To update settings and refresh context definitions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d47703e72 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d47703e72 ">To configure pricing procedure:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d47703e72 ">Salesforce Pricing Design Time User</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d47703e72 ">To create procedure plan definitions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d47703e72 ">
              <p>Procedure Plan Access</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Salesforce Pricing Design Time User</p>
            </td>

          </tr>
        </tbody>
      </table>

## Configure Product Discovery Pricing Procedure

Select a template and save it as a new pricing procedure, update the context definition, and activate the product discovery pricing procedure.

1. From the **App Launcher**, select **Expression Set Templates**.
2. Select **Product Discovery Pricing Procedure**.
3. Select the dropdown next to **Save As** and then select **New Pricing Procedure**.
4. Enter 1 for the Rank, select **Revenue Cloud** for Usage Subtype, and set Active status to **true**.
5. Save your changes.
6. Edit the pricing procedure and update the context definition to the newly created **EU Product Discovery Context Definition**.
7. Activate the pricing procedure.

## Update Revenue Settings and Refresh Context Definition

Update revenue settings, default pricing procedures, select context definitions and pricing procedures, and sync highlighted definitions.

1. Go to **Revenue Settings** and enable **Negative Quantity**, **Zero Quantity**, and **Order Events**.
2. Go to **Product Discovery Settings**, and select the context definition and pricing procedure you created.
3. Refresh context definition.
    1. From **Setup**, in the Quick Find box, enter Context Definitions.
    2. Select **Custom Definitions**.
    3. Select **Sync now** for any highlighted definitions.

## Create a B2C Pricing Procedure

Support B2C pricing processes by creating and activating a custom pricing procedure. Update the price adjustment schedule constants to ensure that your attribute-based and tier-based adjustments are calculated correctly.

1. From the App Launcher, find and select **Expression Set Templates**.
2. Select **Utilities Sales B2C Pricing Procedure** and then click **Save As New Pricing Procedure**.
3. Select **Revenue Cloud** for usage subtype and enter 1 for rank.
4. Save your changes.
5. From the App Launcher, find and select **Price Adjustment Schedules**.
6. Copy the IDs for the **Standard Attribute Based Adjustment** and **Standard Tier Based Adjustment** schedules.
7. Return to your pricing procedure and select the **Resource Manager** tab.
8. In Constants, enter these details.
    
    - Enter the ID for Standard Attribute Based Adjustment in the Attribute\_PriceAdjustmentScheduleId.
    - Enter the ID for Standard Tier Based Adjustment in the Tiered\_PriceAdjustmentScheduleId.
9. Save and activate the pricing procedure.

## Create a Procedure Plan Definitions

Create procedure plans for your cart and order so that the transactions run through your B2C pricing procedure. Each plan links a pricing procedure to a process type and a context definition.

1. From Setup, in the Quick Find box, enter Procedure Plan Definitions, and select **Procedure Plan Definitions**.
2. Create a procedure plan for the Cart (WebCart) object.
3. Select **Consumer Sales** for process type.
4. Select **ConsumerSalesContext\_\_stdctx** for context definition.
5. Add a pricing procedure section and set the type to **Pricing Procedure**.
6. Select the pricing phase and default resolution type.
7. Select your new **Utilities Sales B2C Pricing Procedure** for the pricing procedure.
8. Save and activate your pricing procedure.
9. Repeat these steps to create a procedure plan definition for the Order object.