Modify Price Adjustment Matrices for Work Order Estimation

Use Price adjustment matrices to define the different discounts that you apply to a product.

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

For each lookup table that you created, modify the price adjustment matrices

  1. From Setup, in the Quick Find box, enter Salesforce Pricing, and then select Pricing Recipes.
  2. On the Pricing Recipes page, click the pricing recipe that you created.
  3. On the Price Adjustment Matrix tab, click Modify.
  4. Add and configure these lookup tables.
    Lookup Table Name Type Pricing Component Type
    Asset Warranty Labor Coverage Entries DecisionTable Custom Discount
    Asset Warranty Parts Coverage Entries DecisionTable Custom Discount
    Warranty Term Labor Coverage Entries DecisionTable Custom Discount
    Warranty Term Parts Coverage Entries DecisionTable Custom Discount
    Service Contract Coverage Entries DecisionTable Custom Discount
    IFS Pricebook Entries DecisionTable List Price
  5. Click Save.