Managing Price Book Associations

Overview

Price Book associations allow you to add parts to a custom Price Book and set their price, if it is different from the base price.

Navigation: Admin Home Page > Parts > Price Book > List

Administration

Adding Price Book Associations

1. Navigate to the Price Book Administration List page.

   1. Click Admin to go to the Admin Home Page.

   2. Click Parts in the Products section.

      The Parts Search for Admin page opens.

   3. Click List in the Price Book section.

      The Price Book Administration List page opens.

      

2. Click the Expand icon next to the Price Book name.

   The Price Book Associations page opens.

3. Click Add to add an item.

   The List of Parts page opens.

4. Select the desired part in the Add column and click Associate.

   The Price Book Association page opens.

5. Set the associated base price for different supported currencies.

6. Click Update to save your changes.

   A part can be associated with several different Price Books.

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Editing Price Book Associations

1. Navigate to the Price Book Administration List page.

   1. Click Admin to go to the Admin Home Page.

   2. Click Parts in the Products section.

      The Parts Search for Admin page opens.

   3. Click List in the Price Book section.

      The Price Book Administration List page opens.

2. Click the Expand icon next to the Price book name.

   The Price Book Associations page opens.

3. Search for the part number and edit the price.
4. Click Update to save your changes.

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Deleting Price Book Associations

1. Navigate to the Price Book Administration List page.

   1. Click Admin to go to the Admin Home Page.

   2. Click Parts in the Products section.

      The Parts Search for Admin page opens.

   3. Click List in the Price Book section.

      The Price Book Administration List page opens.

2. Click the Expand icon next to the Price book name.

   The Price Book Associations page opens.

3. Click the Expand button next to the Price book name.
4. Select the checkbox of the part number you would like to delete.
5. Click Delete.

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Price Books & Multipliers

If a custom Price Book uses a multiplier, it will apply the multiplier to every part with a base price. However, if you associate individual parts to a custom Price Book, the multiplier will not be applied to those parts. So, best practice is to create a custom Price Book with a multiplier, and only associate those parts that you do not want to be multiplied.

Sample Use Case

Let's say that you have a Price Book called Test Multiplier (see image below). It has been created to multiply the base price by 2.0.

So, standard functionality is that if you are using the Test Multiplier Price Book on the user side, all parts will be returned with their base price multiplied by 2.0.

Now, let's say that you'd rather not have the part number MOZZ-STICKS have its base price multiplied when users select the Test Multiplier Price Book. You can override this functionality by associating the part with the Test Multiplier Price Book. Enter a new price in the field(s), or leave all fields blank, and Oracle CPQ will return the price shown in the parentheses (base price).

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Notes

Related Topics

See Also