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Update products defined with Dynamic Pricing

Learn how to update products with Dynamic Pricing in Zuora CPQ, ensuring all prerequisites are met and attributes are correctly defined.

  • Ensure that the installed Zuora Quotes managed package version is 10.49 or above.
  • If you enable the Dynamic Pricing feature, you will need to provide the API Client Id and API Client Secret under Zuora Config > Zuora Connection Settings. See Generate authentication credentials to generate API Client Id and API Client Secret.

  • Ensure the SOAP API version is 152 or higher.

  • Ensure that Dynamic Pricing is activated in your Zuora tenant. Contact your Client Success Manager or Zuora Global Support to activate the settings.

  • Ensure that you enable Product Catalog for real-time sync. If you are using manual sync, ensure that you sync manually every time you make a Product Catalog change in the Zuora tenant so the changes are available in Zuora CPQ.

  • Ensure that you have defined Dynamic Pricing for the products in the Zuora tenant.

  • Ensure that the cloned Zuora Quotes End User permission set is updated. See Zuora Quotes End User permission set.

  1. As an Administrator, navigate to Zuora Config > Quote Studio Settings > Admin Config and select Enable Dynamic Pricing.
    Note:

    If the Dynamic Pricing feature is not enabled in your Zuora tenant, an error message appears when you try to enable the feature in your Salesforce org.

  2. Log in as a Salesforce user, create a new quote, amend, or renew an existing one.
  3. On the Quote Detail page, click Browse Products.
  4. Add the required products.

    IF

    THEN

    All attributes are knownThe list price and discount are displayed during product browse/search.
    Attributes and attribute values are missing

    A fall back price is displayed.

    The rate plans with Dynamic Pricing defined in the Zuora tenant and missing attribute values are displayed with text that informs you that they have a price range defined. These are identified with the text "from".

    For example, a flat fee charges from $10/month.

  5. On the Quote Detail page, review the rate plan charge table.

    IF

    THEN

    All attributes are knownThe list price and discount are displayed in rate plan charge table.
    Attributes and attribute values are missing

    The icon is displayed in the List Price column when there are missing attribute values that need to be updated.

    If the List Price column does not show the icon but includes a hyperlink, Dynamic Pricing is defined for that charge. The price is auto-resolved based on the mapped attributes. For more information, see Mapped attributes.

    If the List Price column shows neither the icon nor a hyperlink, Dynamic Pricing is not defined for that rate plan.

  6. Click the list prices that have the missing attributes icon.
    The charge details window displays.

    For Volume or Tiered charges, you can click the Rate Card tab, and then click the link in the List Price column to view the attribute values for each tier.

  7. (Optional) You can click the charge name to view the pricing details. For more information, see Quote Studio user interface .
  8. Update the necessary information to resolve the missing attribute details and click Confirm.The list price and discount are updated in the Quote details page.