Products can be uplifted by a percentage at Renewal time using two different methods:
- A standard uplift percentage at the Pricebook Entry level
- A value entered at the Quote Line Item level
To set the uplift at the Pricebook level:
- Set the "Uplift %" value on the Product's pricebook entry.
To set the uplift at the Quote Line Item level:
- Set the "Uplift %" value on the quote line item.
Notes about Uplifted Renewals:
- In some cases, you may uplift a product over it's "List Price". Enable "Recalculate List Price" from the "Preferences" tab on the "Setup" screen which will reset the List Price on a product to the "Unit Price" so that discount values are not in the negative.
- The Quote Line Item Uplift % always takes precedence over the pricebook entry.
See also: