Price Books Screen

Last verified with: 10.8.6.0

Overview #

Price Books are used to separate pricing by region so the same product catalog content can be sold with different pricing rules in different areas. A price book can then be referenced when configuring package pricing so the correct regional prices, tax behavior, and accounting behavior can be applied.

The standard price book acts as the default pricing context in the system. Additional price books can be created when pricing needs to vary by region.

Prerequisites #

Price book regions must be configured before additional price books can be created.

Price Books Panel #

The Price Books panel on the left displays the price books that already exist in the system. Select a price book to load its details in the edit panel on the right.

Each row shows the price book name and whether it is currently Active or Disabled.

Actions #

Icon	Description
	Deletes the selected price book. Price books that are in use cannot be deleted
	Adds a new price book

Edit Price Book Panel #

The panel on the right displays the selected price book and is where you maintain its core details.

Main Fields #

• Name: The name of the price book.
• Active: Controls whether the price book is available for active use. At least one price book in the system must remain active.
• Region: The price book region that the price book applies to.
• Is Standard Price Book: A read-only indicator that shows whether the selected price book is the standard price book.
• Description: An optional description of the price book.

Notes About Field Behavior #

• The Region field is read-only for the standard price book.
• The standard price book cannot be deleted.
• A price book that is already referenced by pricing configuration cannot be deleted.
• The screen only enables the Active setting when doing so would still leave at least one active price book in the system.

Additional Notes #

The visible screen layout is focused on the core price book fields. Package-level references are not shown as part of the normal screen layout.

Guides #

Adding A Price Book #

To add a price book:

1. In the Price Books panel, click Add.
2. Enter the Name.
3. Set Active if the price book should be available immediately.
4. Select the Region.
5. Enter the Description if needed.
6. Save the price book.

Editing A Price Book #

To edit an existing price book:

1. Select the price book in the Price Books panel.
2. Update the editable fields as needed.
3. Save the changes.

Deleting A Price Book #

To delete a price book:

1. Select the price book in the Price Books panel.
2. Click Delete.
3. Confirm the deletion when prompted.