Add price ramps on a quote line item

Add price ramps to quote line items to define incremental price changes for recurring product offerings.

Before you begin

Configurable product offerings eligible for price ramps must have the Enable ramps option turned on and the Price method set to recurring.

Role required: Sales_agent

About this task

Use price ramps to specify how the price of a configurable product offering in a quote increases over different time segments, either yearly or quarterly.

• When you create ramps for a parent offering, the same ramps are created automatically for each child product offering in the product bundle.
• If price ramps haven't been created for the parent product offering, you can create ramps for child product offerings. However, if you want to create price ramps for the parent offering later, remove the ramps for all its child offerings, and then create the ramps for the parent offering.
• After price ramps are created, you can make manual pricing adjustments to a ramp segment.
  Note:

  Price ramps aren't supported for quotes with sales agreements.

Procedure

1. Navigate to Workspaces > CSM Configurable Workspace.
2. Select the List icon.
3. Navigate to Quotes > All.
4. Select a quote.
5. In the Line Items tab, select the Select row check box for the quote line and select Ramps.
   The Price ramps dialog displays the default settings for the ramp.
6. On the Price ramps form, fill in the fields.
   Default values are set for the Term, Ramp type, and Segments. You can change them as needed.

   Field	Description
   Start date	Date that the quote starts.
   End date	Date that the quote ends.
   Term (months)	Number of months for the ramps. The maximum term is 60 months. You can enter a two-digit decimal value, for example 36.25. After entering the term, the End date is updated automatically.
   Ramp type	Option that indicates whether the ramp is Yearly or Quarterly.
   Segments	Number of segments in the ramp. The default number of segments is 1. If you change the Term value, the number of segments is updated automatically based on the Ramp Type.
   Annual % increase	The percentage increase to be applied on a yearly basis.

7. Select Create.
   The price ramps are created based on the ramp settings. The Price ramp details section shows each ramp segment created and associated pricing values:Unit list price, Net price, and Cumulative net price for the ramp segment.
8. To change the ramp settings, change the Term, Ramp, or Amount % Increase values as needed, then select Update.
   For example, you can change the Ramp type from yearly to quarterly or percentage increase. The updated price ramp details section.
9. To make manual price adjustments to a ramp segment, do the following:
   • Select the check box for the segment to be adjusted.
   • Select the type of adjustment to be made.