Understanding Advanced Pricing for Case Management

You can attach an advanced pricing adjustment schedule to a case. Setting up advanced pricing for cases enables you to price items and services by using an advanced pricing structure, and it enables you to streamline pricing setup and maintenance.

A price and adjustment schedule contains one or more adjustment types for which a customer or an item might be eligible. The system applies the adjustments in the sequence that you specify in the schedule. You link customers to a price and adjustment schedule through the customer billing instructions.

When you enter a case, the system copies the schedule attached to the sold-to address into the order. You can override this schedule at the header level.

To set up advanced pricing for cases, you follow the same steps that you use to set up advanced pricing for Service Management.