Show Price Type on Revenue Lines

Quote line items can take three price types: one-time, recurring, and usage-based. Administrators must enable the display of these price types on revenue lines.

Displaying price types lets users differentiate between the types after they have been synchronized with the opportunity.

To show the price type on the revenue lines:

1. Enable the profile option, ORA_MOO_REVN_RECUR_PRICETYPE

2. Add the Price Type field to the Opportunity Revenue Line and Recurring Schedule pages through Application Composer.

Enable the Profile Option

1. In the Setup and Maintenance work area, search for and select the Manage Administrator Profile Values task.

2. 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 of Site to Yes and save the changes.

4. Sign in again for the change to take effect.

Add the Price Type Field to Opportunity Pages

1. Enter a sandbox with Application Composer enabled.

2. Go to Configuration > Application Composer > Standard Objects > Opportunity > Pages > Details Page Layouts.

3. Click the edit icon beside Edit Revenue Table of a Detail page layout.

4. Move Price Type from Selected Fields to Available Fields.

5. Save and close the page layout.

6. Publish your changes.