--- schema_version: "1" id: 95538144574ab9b66946820065ddce353c1522c819ac086b96f73f244e61c9a1 title: Configure Pricing Elements in a Pricing Procedure for Work Order Estimation collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/aslm_woe_configure_pricing_elements.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.aslm_woe_configure_pricing_elements.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 91d01c0550853090379ec16cc64de11e26fe36e5efe7b6881fae70ecf9198533 description: Pricing elements are the building blocks of a pricing procedure. Add these pricing elements to configure the pricing procedure. products: - Industry Solutions - Cross Cloud release: "264" --- # Configure Pricing Elements in a Pricing Procedure for Work Order Estimation Pricing elements are the building blocks of a pricing procedure. Add these pricing elements to configure the pricing procedure. ### Required Editions
Available in: Lightning Experience
Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.
User Permissions Needed
To set up Salesforce Pricing Salesforce Pricing admin AND Salesforce Pricing Manager AND Salesforce Pricing Design Time User
![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-asset_service_lifecycle_mgmt-264-0-0-production-enus/645b17dc-6eea-4fac-9d5c-016dea098887/images/icon_note.png) Note After setting up, the pricing elements may display these warnings. This does not indicate an issue. `Percentage isn’t a valid output field in the selected lookup table.` `This lookup table is associated with an inactive pricing recipe.` ## Configure Pricing Setting Element The Pricing Setting element maps the commonly used variables in a pricing procedure to context tags. 1. On Pricing Procedure Builder, click the **Add** icon, and then find and select **Pricing Setting** from the list. 2. Specify these details:
Configure Pricing Setting Element
Variable value
Input Variables Line Item: ItemId
Output Variables
  • Net Unit Price: ItemUnitPrice
  • Subtotal: ItemSubtotal
## Configure List Price Element The List Price element calculates the base price of a product based on the price type. Click the **Add** icon, and then find and select **List Price** from the list.
Configure List Price Element
variable value
Lookup Table Details IFS Pricebook Entries
Input Rule Variables
  • Price Book: PriceBookId
  • Product: Product2Id
Output Rule Variables Price Book Entry ID: PriceBookEntryId
Input Variables Quantity: Quantity
Output Variables List Price: ItemUnitPrice
## Configure Price Adjustment Matrix for Asset Warranty Labor Coverage Entries The price adjustment matrix element for asset warranty labor coverage entries calculates the price of a product based on the labor warranty coverage conditions. 1. Click the **Add** icon, and then find and select **List Group** from the list. 2. In the List Operation Element, specify these details. | vaiable | value | | --- | --- | | Filter Condition Requirements | All Conditions Are Met (AND) | | Resource | AssetWarrantyId | | Operator | Is Not Null | | Value | Keep this blank | 3. Click **Add Condition** and specify these details. | variable | value | | --- | --- | | Resource | ItemProductFamily | | Operator | Equals | | Value | Labor | 4. Inside the List Container, click the **Add** icon, and then find and select **Price Adjustment Matrix** from the list. 5. Specify these details.
variable value
Lookup Table Details Asset Warranty Labor Coverage Entries
Input Rule variables Asset Warranty ID: AssetWarrantyId
Input variables
  • Quantity: Quantity
  • Input Unit Price: ItemListPrice
Output Variables Net Unit Price: ItemUnitPrice
6. Go to the Resource Manager section and perform these steps. 1. Select the Constant\_AdjustmentType\_Asset\_Warranty\_Labor\_Coverage\_Entries\_PAM constant, set the Default Value field to **Percentage**, and click **Done**. 2. Select the Constant\_AdjustmentValue\_Asset\_Warranty\_Labor\_Coverage\_Entries\_PAM constant, set the Default Value field to **LaborCovered**, and click **Done**. ## Configure Price Adjustment Matrix for Asset Warranty Parts Coverage Entries The price adjustment matrix element for asset warranty labor coverage entries calculates the price of a product based on the labor warranty coverage conditions. 1. To add a new List Group element, click the **Add** icon, and then find and select **List Group** from the list. 2. Specify these details. | variable | value | | --- | --- | | Filter Condition Requirements | All Conditions Are Met (AND) | | Resource | AssetWarrantyId | | Operator | Is Not Null | | Value | Keep this blank | 3. Click **Add Condition** and specify these details. | variable | value | | --- | --- | | Resource | ItemProductFamily | | Operator | Equals | | Value | Part | 4. Inside the List Container, click the **Add** icon below the List Operation element, and then find and select **Price Adjustment Matrix** from the list. 5. Specify these details.
variables value
Lookup Table Details Asset Warranty Parts Coverage Entries
Input Rule variables Asset Warranty ID: AssetWarrantyId
Input variables
  • Quantity: Quantity
  • Input Unit Price: ItemListPrice
Output Variables Net Unit Price: ItemUnitPrice
6. Go to the Resource Manager section in the sidebar and perform these steps. 1. Select the Constant\_AdjustmentType\_Asset\_Warranty\_Parts\_Coverage\_Entries\_PAM constant, set the Default Value field to **Percentage**, and then click **Done**. 2. Select the Constant\_AdjustmentValue\_Asset\_Warranty\_Parts\_Coverage\_Entries\_PAM constant, set the Default Value field to **PartsCovered**, and then click **Done**. ## Configure Price Adjustment Matrix for Warranty Term Labor Coverage Entries The price adjustment matrix element for warranty term labor coverage entries calculates the price of a product based on the warranty term labor coverage conditions. 1. To add a new List Group element, click the **Add** icon, and then find and select **List Group** from the list. 2. Specify these details. | variable | value | | --- | --- | | Filter Condition Requirements | All Conditions Are Met (AND) | | Resource | WarrantyTermId | | Operator | Is Not Null | | Value | Keep this blank | 3. Click **Add Condition** and specify these details. | variable | value | | --- | --- | | Resource | ItemProductFamily | | Operator | Equals | | Value | Labor | 4. Inside the List Container, click the **Add** icon below the List Operation element, and then find and select **Price Adjustment Matrix** from the list. 5. Specify these details.
variable value
Lookup Table Details Warranty Term Labor Coverage Entries
Input Rule variables Warranty Term ID: WarrantyTermId
Input variables
  • Quantity: Quantity
  • Input Unit Price: ItemListPrice
Output Variables Net Unit Price: ItemUnitPrice
6. Go to the Resource Manager section in the sidebar and perform these steps. 1. Select the Constant\_AdjustmentType\_Warranty\_Term\_Labor\_Coverage\_Entries\_PAM constant, set the Default Value field to Percentage, and click **Done**. 2. Select the Constant\_AdjustmentValue\_Warranty\_Term\_Labor\_Coverage\_Entries\_PAM constant, set the Default Value field to LaborCovered, and click **Done**. ## Configure Price Adjustment Matrix for Warranty Term Parts Coverage Entries The price adjustment matrix element for warranty term labor coverage entries calculates the price of a product based on the warranty term labor coverage conditions. 1. To add a new List Group element, click the **Add** icon, and then find and select **List Group** from the list. 2. Specify these details. | variable | value | | --- | --- | | Filter Condition Requirements | All Conditions Are Met (AND) | | Resource | WarrantyTermId | | Operator | Is Not Null | | Value | Keep this blank | 3. Click **Add Condition** and specify these details. | variable | value | | --- | --- | | Resource | ItemProductFamily | | Operator | Equals | | Value | Part | 4. Inside the List Container, click the **Add** icon below the List Operation element, and then find and select **Price Adjustment Matrix** from the list. 5. Specify these details.
variable value
Lookup Table Details Warranty Term Parts Coverage Entries
Input Rule variables Warranty Term ID: WarrantyTermId
Input variables
  • Quantity: Quantity
  • Input Unit Price: ItemListPrice
Output Variables Net Unit Price: ItemUnitPrice
6. Go to the Resource Manager section and perform these steps. 1. Select the Constant\_AdjustmentType\_Warranty\_Term\_Parts\_Coverage\_Entries\_PAM constant, set the Default Value field to **Percentage**, and click **Done**. 2. Select the Constant\_AdjustmentValue\_Warranty\_Term\_Parts\_Coverage\_Entries\_PAM constant, set the Default Value field to **PartsCovered**, and click **Done**. 7. In the Resource Manager, click **Add Resource**, and specify these fields. | variable | value | | --- | --- | | Resource Type | Constant | | Resource Name | ServiceContractActiveStatus | | Data Type | Text | | Default Value | Active | 8. Click **Done**. ## Configure Price Adjustment Matrix for Service Contract Coverage Entries The price adjustment matrix element for service contract coverage entries calculates the price of a product based on the service contract coverage conditions. 1. To add a new List Group element, click the **Add** icon, and then find and select **List Group** from the list. 2. Specify these details. | variable | value | | --- | --- | | Filter Condition Requirements | All Conditions Are Met (AND) | | Resource | ServiceContractId | | Operator | Is Not Null | | Value | Keep this blank | 3. Inside the List Container, click the **Add** icon below the List Operation element, and then search and select **Price Adjustment Matrix** from the list. 4. Specify these details.
variable value
Lookup Table Details Service Contract Coverage Entries
Input Rule variables
  • Product: Product2Id
  • Service Contract: ServiceContractId
  • Status: ServiceContractActiveStatus
Input Variables
  • Quantity: Quantity
  • Input Unit Price: ItemListPrice
Output Variables Net Unit Price: ItemUnitPrice
5. Go to the Resource Manager section and perform these steps. Select the Constant\_AdjustmentType\_Service\_Contract\_Coverage\_Entries\_PAM constant, set the Default Value field to **Percentage**, and click **Done**. Select the Constant\_AdjustmentValue\_Service\_Contract\_Coverage\_Entries\_PAM constant, set the Default Value field to **Discount**, and click **Done**. ## Configure Manual Discount Element The Manual Discount element calculates the final price of a product after you manually enter the external discounts. 1. In the Resource Manager, click **Add Resource**, and enter these details. | variable | value | | --- | --- | | Resource Type | Constant | | Resource Name | ManualDiscountAdjustmentType | | Data Type | Text | | Default Value | Percentage | 2. Click **Done and New**. 3. Enter these details. | variable | value | | --- | --- | | Resource Type | Constant | | Resource Name | ManualDiscountAdjustmentValue | | Data Type | Number | | Decimal Places | 2 | | Default Value | 100.00 | 4. Click **Done**. 5. Click the **Add** icon to add a new List Group element and then find and select **List Group** from the list. 6. Specify these details. | variable | value | | --- | --- | | Filter Condition Requirements | All Conditions Are Met (AND) | | Resource | EntitlementId | | Operator | Is Not Null | | Value | Keep this blank | 7. Inside the List Container, click the **Add** icon, and then find and select **Manual Discount** from the list. 8. Specify these details.
variable value
Input variables
  • Adjustment Type: ManualDiscountAdjustmentType
  • Adjustment Value: ManualDiscountAdjustmentValue
  • Quantity: Quantity
  • Input Unit Price: ItemListPrice
Output Variables Net Unit Price: ItemUnitPrice
9. Click the **Element Details** (![Element Details](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-asset_service_lifecycle_mgmt-264-0-0-production-enus/645b17dc-6eea-4fac-9d5c-016dea098887/asset_service_lifecycle_mgmt/images/bundle_config.png)) section and then select the **Include in Output** checkbox. 10. Click the **Pricing Procedure Properties** section and assign a valid rank (for example, '1') to the pricing procedure version. 11. Click **Save** and then **Activate**. 12. Click **Simulate** to test the configuration. During simulation, replace the 'Input Id Fields' with the corresponding ID fields from your Org. Ensure the input pattern matches your requirements. ``` { "WorkOrderEstimationTransactionItem": [ { "ItemId": "<>", "AssetWarrantyId": "<>" }, { "ItemId": "<>", "EntitlementId": "<>" }, { "ItemId": "<>", "WarrantyTermId": "<>" }, { "ItemId": "<>", "ServiceContractId": "<>" }, { "ItemId": "<>" } ] } ```