Create and publish a cost-based attribute adjustment

Set different product costs based on product attributes, such as model or size, by applying cost adjustments for a product offering by cost book or specified cost book line. The base cost is the cost at the cost book line. Product cost is the base cost plus attribute adjustments. These adjustments are used to display the profit margins in quotes and quote lines, which can be criteria for triggering quote approval rules.

Before you begin

Role required: sn_csm_pricing_pricelist_administrator or sn_csm_pricing_pricelist_manager

About this task

You select the characteristics of a product that affect the base product cost. Next, use a decision table to create an attribute adjustment rule that defines the conditions for applying the adjustments and the markup or markdown value, either a percentage or amount to be applied for specified characteristics. For more information on using decision tables, see Using decision tables.

Procedure

1. Navigate to Workspaces > CSM/FSM Configurable Workspace and select the List icon .
2. Navigate to Pricing > Attribute Adjustments.
3. Select New and fill in the fields.

   Table 1. Attribute Adjustment

   Field
   Name	Name of the cost-based attribute adjustment.
   Code	System-generated alphanumeric value based on the attribute name.
   Type	Type of adjustment, either Price or Cost. Select Cost.
   Apply to all cost books	Option that applies this attribute adjustment to the product offering for all cost books. If this attribute adjustment applies only to a cost book line for a product offering, unselect this option.
   Product offering	Product to which this adjustment applies. Select the field to display a list of products. The characteristics set for the product offering are displayed in the Product Characteristics field.
   Number	System-generated alphanumeric value that identifies this cost-based attribute adjustment.
   Cost book line	Option for selecting a cost book line to which the adjustment is applied. You can select this option if the Apply to all cost books option is unselected.
   State	Status of the adjustment: Draft (saved) Published Retired Archived
   Start date	Date and time that this attribute adjustment begins. If you want to apply the adjustment to a cost book line, the Start date and End date must be within the cost book line start and end dates.
   End date	Date and time that this attribute adjustment ends, if applicable.
   Product characteristics	Product attributes used to differentiate product costs.

4. Select Save.
5. In the Attribute Adjustment page, select Create Rule.
   The Decision Table for the adjustment opens in Workflow Studio.
6. Set the attribute pricing rule:
   1. In the Conditions section, select Add new decision row.
   2. In the row, select an attribute column and select the appropriate value.
      For example, if an automation hub product has attribute columns labeled 4G and 5G, select each column and then select the appropriate value.
   3. In the Results section, select the Adjustment Type column and choose the type of adjustment, for example Markdown % or Markdown amount.
   4. In the Adjustment Value column, enter the adjustment amount.
   5. Select Save.
      The adjustments are made to the cost book or the cost book line, depending on the options selected in step 3.
7. Optional: Test your decision table.
   For information on testing your decision table before publishing it, see Test a decision table in Workflow Studio.
8. If this is a product-based cost attribute adjustment, select Publish in the Details tab for the attribute adjustment to make the attribute adjustment available.
   The cost-based attribute adjustments for the product offering are applied when agents add the product offering to an opportunity, quote, or an order.