Pricing actions, commands and pipelines

Current version: 9.0

The following table describes the pricing actions, commands, and pipelines associated with the Price Book entity:

Action/Command/Pipeline

Description

AddPriceBook

AddPriceBookCommand

AddPriceBookPipeline

Adds a price book. The price book name must be unique in the system.

EditPriceBook

EditPriceBookCommand

EditPriceBookPipeline

Edits a price book.

AssociateCatalog

AssociateCatalogToBookCommand

AssociateCatalogToBookPipeline

Associates a price book to a specific catalog.

DisassociateCatalog

DisassociateCatalogFromBookCommand

DisassociateCatalogFromBookPipeline

Disassociates a price book from a specific catalog.

The following table describes the pricing actions, commands, and pipelines pertaining to the Price Card entity:

Action/Command/Pipeline

Description

AddPriceCard

AddPriceCardCommand

AddPriceCardPipeline

Adds a price card to a price book. Requires a name and the parent’s price book name. The price card name must be unique within the price book parameters.

EditPriceCard

EditPriceCardCommand

EditPriceCardPipeline

Edits a price card.

DeletePriceCard

DeletePriceCardCommand

DeletePriceCardPipeline

Deletes a price card. A price card can only be deleted if it does not contain approved snapshots.

DuplicatePriceCard

DuplicatePriceCardCommand

DuplicatePriceCardPipeline

Duplicates a price card and its snapshots.

The following table describes the pricing actions, commands, and pipelines pertaining to the Snapshot component:

Action/Command/Pipeline

Description

AddPriceSnapshot

AddPriceSnapshotCommand

AddPriceSnaphostPipeline

Adds a snapshot to a price card. Requires the snapshot's start date, which must be equal to or earlier than the latest approved snapshot date within the price card.

EditPriceSnapshot

EditPriceSnapshotCommand

EditPriceSnapshotPipeline

Edits a snapshot. The snapshot’s approval status must be Draft.

RequestSnapshotApproval

SetPriceSnapshotApprovalStatusCommand

Changes a snapshot’s approval status from Draft to ReadyForApproval.

ApproveSnapshot

SetPriceSnapshotApprovalStatusCommand

Changes a snapshot's approval status from ReadyForApproval to Approve.

RejectSnapshot

SetPriceSnapshotApprovalStatusCommand

Changes a snapshot’s approval status from ReadyForApproval to Draft.

RetractSnapshot

SetPriceSnapshotApprovalStatusCommand

Changes a snapshot’s approval status from Approved back to Draft. Applicable only before the snapshot is made fully active.

RemovePriceSnapshot

RemovePriceSnapshotCommand

RemovePriceSnapshotPipeline

Removes a price snapshot from a price card. The Snapshot’s approval status must be Draft.

(internal - no action or command)

ResolveActivePriceSnapshotByCardPipeline

Resolves the active snapshot within a price card. The active snapshot is an approved snapshot that has a start date closest to the request's EffectiveDate.

(internal - no action or command)

ResolveActivePriceSnapshotByTagsPipeline

Resolves the active snapshot within a price book by tags. The active snapshot is the approved snapshot that has start date closest to the request's EffectiveDate and matches the highest number of tags.

The following table describes the pricing actions, commands, and pipelines pertaining to the Tier component:

Action/Command/Pipeline

Description

AddCurrency

AddPriceTierCommand

AddPriceTierPipeline

Adds a price tier for a specific currency to a snapshot. The combination of a tier's quantity and currency must be unique within a snapshot. The snapshot’s approval status must be set to Draft to add a tier.

EditCurrency

EditPriceTierCommand

EditPriceTierPipeline

Edits a snapshot’s price tier for a specific currency. The snapshot’s approval status must be set to Draft to edit a tier.

RemoveCurrency

RemovePriceTierCommand

RemovePriceTierPipeline

Removes a price tier from a snapshot for a specific currency. The snapshot’s approval status must be set to Draft to remove a tier.

AddPriceTag

AddPriceSnapshotTagCommand

AddPriceSnapshotTagPipeline

Adds a tag to a snapshot. A tag must be unique within a snapshot. The snapshot’s approval status must be set to draft to add a tag.

RemovePriceTag

RemovePriceSnapshotTagCommand

RemovePriceSnapshotTagCommand

Removes a tag from a snapshot. The snapshot’s approval status must be set to Draft to remove a tag.

Pricing approval workflow

The following figure illustrates the pricing approval process:

Do you have some feedback for us?

If you have suggestions for improving this article,