Creating an Estimate Pricing Method

To create an estimate pricing method:

  1. From the App Launcher, go to the Services Estimator Administration tab.
  2. In the Pricing section, click Manage Estimate Pricing Methods.
  3. Click New.
  4. Enter a name for the estimate pricing method.

  5. In the Pricing Approach field, select how the estimate pricing method calculates amounts:

    • Select "Roll Up" to calculate a bill amount for each role request and aggregate those amounts upward.
    • Select "Spread Down" to calculate a single total on the priced parent record and share that total down to the role requests beneath it.

  6. Select where the estimate pricing method can be selected. You must select at least one of the following checkboxes:

    • Selectable on Estimate Product Instance
    • Selectable on Independent Records
  7. [Optional] To implement the pricing logic in Apex rather than with pricing variables, enter the name of the Apex plugin class that implements the pricing logic related to this estimate pricing method.
  8. [Optional] Enter a description for the estimate pricing method.
  9. Select the Active checkbox to activate the estimate pricing method.
  10. Click Save.
Notes:
  • An estimate pricing method that specifies an Apex plugin class must use the Roll Up pricing approach.
  • An estimate pricing method that uses the Spread Down pricing approach can be selectable on only one type of record.
  • Once an estimate pricing method has pricing variables, you cannot change its pricing approach. For a Spread Down method, you also cannot change where it is selectable.
  • You cannot remove a Selectable On option while an estimate, estimate product, or estimate product instance uses the estimate pricing method.
  • For more information about the Spread Down pricing approach, see Top-Down Pricing Overview.

To apply an estimate pricing method to an estimate product:

  1. From the App Launcher, go to the Estimate Products tab.
  2. Go to the estimate product that you want to add an estimate pricing method to.
  3. In the Estimate Pricing Method field, select a pricing method.
  4. Click Save.

Alternatively:

  1. On an estimate record, click the Builder subtab.
  2. In the Estimate Builder toolbar, click Manage Products.
  3. Click Add Estimate Products.
  4. Select one or more estimate products to add to the estimate.
  5. Click Next.
  6. In the Billing Details section, use the Estimate Pricing Method field to search for and select the required pricing method.
  7. Click Add, then Save.
Notes:
  • You can also add an estimate pricing method to an estimate product via the Pricing Method column in the Estimate Builder.
  • To add pricing variables to a custom estimate pricing method, see Managing Pricing Variables.
  • To create a variant of an estimate pricing method that already prices correctly, see Cloning an Estimate Pricing Method.