Field Name | Description | ||
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Fields marked with * are mandatory. | |||
Service Contract Plan* | This field is pre-populated with the Service Contract Plan for which you want to create the Price Line Item Plan. It is non-editable. | ||
Line Type | This field is pre-populated with the type you have selected. It is non-editable. | ||
Pricing Level | Select the pricing level for which it is applicable. The available options are: • Contract - to apply the plan to the Service Contract Plan level • Entitled Service - to apply the plan to the Entitled Service Plan level • Contract Line & Entitled Service - to apply the plan to both Contract Line Item Plan and Entitled Service Plan level
The following GIF displays the fields related to the drop-down values. | ||
Contract Line Item Plan | Select the Contract Line Item Plan from the available list.
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Entitled Service Plan* | Select the Entitled Service Plan from the available list.
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Product: You must select a Product "Type" of either Product or Product Family. Only then, the following fields are displayed on the screen. | |||
Product* | It is a lookup field. Select the Part or Product for which the price is to be defined.
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Product Family | It is a picklist field. Select the Product Family for which the price is to be defined. The picklist values should align with the Product Family field on the Product object.
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Pricing | |||
Type* | Select a type from the available drop-down list. There are three types of pricing you can create for a CPLI Plan: • Discount: Selecting this displays a discount percentage field, where you may enter a discount value. • Pricing: Selecting this displays an Entitled Price field, where you may enter a currency value. • Surcharge: Selecting this displays a Surcharge percentage field, where you may enter a value for the increased pricing percentage. | ||
Pricing* | Enter the value as per the selected pricing type. |
Consider the duplicate logic while creating or editing a record to prevent errors. |