A sales operations team at NovaTech Systems is launching a multi-currency software suite for regional sales reps. The administrator needs to configure a newly created 'APAC Regional Custom Price Book' containing the new software product so reps can add it as an Opportunity Line Item. Which two configuration steps or rules must the administrator ensure are completed for this setup to function properly? (Select 2 options)
- The product record itself must have its 'Active' checkbox selected.Answer
- Every currency price intended for the custom price book must first exist as an active entry within the Standard Price Book.Answer
- CStandard price book entries can be bypassed if prices are defined directly within the custom price book schedule.
- DThe custom price book must be explicitly assigned to the Opportunity Sales Process mapped to the sales reps' user profiles.
Answer
The product must be marked as Active, and an active price entry in the Standard Price Book must exist for each currency before adding the product to a Custom Price Book.
To successfully make a product available for selection on opportunities via a Custom Price Book, two key requirements must be satisfied: the Product record must be set to Active, and an active entry for each desired currency must exist in the Standard Price Book before adding the product to any Custom Price Book.
Step-by-Step Solution
Key Concept
Product and Price Book Entry Prerequisites