Pricing and costs on quote line items can be updated based on the current Price Book Entries (PBEs) information.
This is useful when:
- Pricing in the product catalog has changed since the quote was originally created.
- There was an error in price books that the pricing team has corrected.
- Service information has changed — e.g., elements were replaced or MRR (monthly recurring revenue) was changed and that affected MRR or profit.
- Product or part/add-on costs have changed.
Re-reading pricing for the entire quote
- Open quote details and go to Quote Summary.
- Click Re-read Pricing.
- Pricing and booked gross margin will be updated based on the current PBEs information.
- Revenue & profit will be recalculated.
- Old MRR and Old Profit are updated for disconnect, re-term and replace line items based on the current service information.
Re-reading pricing for a single item
- Open quote details and go to Quote Summary.
- Find the item to update.
- Click Re-read Pricing action from the item menu.