BSS Related Product Percentage

How does the Related Product Percentage work?

Related product pricing takes the following fields as an input:

• primary product price (this can be any field on a product, such as one-time charges or monthly recurring charges)

• multiplier attribute on a price book entry of a secondary product charge

And returns charge price that is calculated as primary product price * multiplier.

Example scenario would include selling a maintenance service for a server, which will cost 10% of a server one-time total price.

Prerequisites

Before you define Related Product Percentage pricing, it is mandatory to define Product Relationships. Only products that are defined as a secondary product in a product relationship will have its price calculated properly when using this method.

Defining Related Product Percentage Charge

Below you will find a step-by-step instruction on how to create it:

Step 1. In "Charges" tab under product, create a new Charge

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Step 2. Select "Charge" record type and fill in the following fields:

• Product Name - type any value, it will be overwritten by autogenerated text

• Active - True

• Charge Name

• Charge Model - for simple scenarios, "Flat Fee" is enough. Complex scenarios may require other field value (detailed description available in BSS Charges#ChargeModel)

• Charge Type - One-time or Recurring, based on the scenario

• Charge Item Action - select all applicable

• Pricing Method - Related Product Percentage

• Reference Price Field - enter API name of a field that will be a source of price calculation (if you want recurring charges as a basis, select enxCPQ__MRC_List__c, whereas one-time charges may be based on enxCPQ__OTC_List__c. You can use offer prices or custom fields to be a basis for price calculation as well)

Properly defined charge will look similar to what is shown below:

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Defining Product Price

After a charge is defined, it is necessary to set its price. This is done in a few steps:

Step 1. Navigate to BSS Pricebook Management Tool - Global Context.

Step 2. Find active Master Price Book and navigate to your newly created charge.

Step 3. Set Multiplier (Percent) field value. It should be entered as a numeric value, which will be converted into a percentage value.

Example: If you enter 40 into Multiplier (Percent) field, secondary product price will be calculated as 40% of a Reference Price field.

Properly defined price will look similar to what is shown below:

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