Show Price Type on Opportunity Product (Revenue) Lines

Price Type in quotes gives you an idea about the category of your pricing. Typically, quote lines can have three kinds of price types: "one-time", "recurring" and "usage". Example of a one-time price type is an installation charge.

Similarly, monthly subscriptions are an example of a recurring price type. Usage price type is applied to quote lines that are priced based on consumption. You can set up the application to retrieve the Price Type of quote lines during reconciliation and to show it on product (revenue) lines in opportunities.

At the end of a successful reconciliation, if all of your quote lines are one-time, then the product lines show in the Price Type column as One-time. Similarly, after reconciliation, quote lines with recurring or usage Price Type are shown as Recurring and Usage, respectively, in the Products table. However, if your quote lines have different price types, then, on reconciliation, product lines show Price Type as Mixed, indicating that the quote lines have combinations of one-time, recurring, or usage price types.

To show the price type on the revenue lines, enable the profile option, ORA_MOO_REVN_RECUR_PRICETYPE, and add the Price Type field to the Opportunity Products (revenue) table and Recurring Schedule pages using Application Composer.

Enable the Profile Option

Here are the steps:

1. In the Setup and Maintenance work area, use the Manage Administrator Profile Values task:
   • Offering: Sales
   • Functional Area: Sales Foundation
   • Task: Manage Administrator Profile Values
2. On the Manage Administrator Profile Values page, search for the profile option code, ORA_MOO_REVN_RECUR_PRICETYPE. The default value of Site is set to No.
3. Change the profile value to Yes and save the changes.
4. Sign in again for the changes to take effect.

Add the Price Type Field to Opportunity Pages

Here's how to add the Price Type field to the opportunity Products table in the Edit Opportunity page:

1. Ensure you're working in an active sandbox.
2. Go to Configuration > Application Composer > Standard Objects > Opportunity > Pages > Details Page Layouts.
3. Click the edit icon in the Edit Revenue Table of a detail page layout.
4. Move Price Type from Selected Fields to Available Fields.
5. Save your changes.
6. Publish your sandbox according to your company's business practices.