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Field Name
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Description
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Fields marked with * are mandatory.
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Service Contract Plan*
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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.
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Line Type
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This field is pre-populated with the type you have selected. It is non-editable.
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Pricing Level
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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.
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Contract Line Item Plan
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Select the Contract Line Item Plan from the available list.
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Entitled Service Plan*
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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.
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Product*
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It is a lookup field. Select the Part or Product for which the price is to be defined.
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Product Family
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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
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Type*
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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.
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Pricing*
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Enter the value as per the selected pricing type.
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Consider the duplicate logic while creating or editing a record to prevent errors.
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