Show Price Type on Revenue Lines

Quote lines 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 of prices after the prices have been synchronized with the opportunity.

To show the price type on the revenue pages in opportunities:

1. Set the profile option, Enable the Display Price Type on Recurring Schedule Page.
2. Add the Price Type field to the Opportunity Revenue Line and Recurring Schedule pages.

Enable the Display Price Type on Recurring Schedule Page 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, Display Price Type on Recurring Schedule page (ORA_MOO_REVN_RECUR_PRICETYPE). The default value at Site level is No.
3. Set the profile option value at Site level to Yes.
4. Save the changes.
5. Sign in again for the change to take effect.

Add the Price Type Field to Opportunity Revenue Pages

1. Sign in as a setup user.
2. Navigate to Configuration > Sandoxes.
3. Enter a sandbox that has Application Composer enabled.
4. Navigate to Configuration > Application Composer > Standard Objects > Opportunity > Pages > .
5. In the Details Page Layouts region, duplicate that standard layout and save and edit the your copy.
6. In the Details Layout page, click the edit icon next to the Edit Revenue Table region.
7. In the Configure Detail Form section, move Price Type from Available Fields to Selected Fields.
8. Save and close the page layout.
9. Publish your sandbox according to your company's business practices.