Published at: 2026-09-17

Configure validity-period pricing


Set different prices for different periods so the system switches between promotional and regular prices automatically.

Overview

Validity-period pricing supports promotional, holiday, and time-bound special prices. You can maintain multiple details for one product. The system selects the matching period according to the date on the business record.

Before you start

[!IMPORTANT] - Permissions: You need price management configuration permissions. - Prerequisite: The main price book switch is enabled and the target price book exists. - Impact: Validity-period pricing affects the product price on different order dates.

Enable validity periods

  1. Go to Setup > Price Management Configuration.
  2. Enable Allow Validity Periods on Price Book Details.
  3. Save the configuration.
Screenshot: configure validity period pricing

Steps

  1. Open Price Book Details for the target price book.
  2. Find the product or add a product detail.
  3. Enter the Valid From and Valid To times.
  4. Enter the Price Book Price or Price Book Discount for the period.
  5. Add more details for additional periods.
  6. Save the configuration.
Screenshot: configure validity period pricing

Core rules

  • Validity periods for the same product in one price book cannot overlap.
  • The price book validity period and detail validity period both apply.
  • The system retrieves a price only within the intersection of the two validity periods.

Example

Assume that the price book header is valid from 2026-01-01 through 2026-12-31:
Product Detail validity period Price Books price Header intersection Price use
Product A 2026-01-01 to 2026-06-30 CNY 2.00 2026-01-01 to 2026-06-30 Regular price
Product A 2026-07-01 to 2026-07-31 CNY 1.80 2026-07-01 to 2026-07-31 Promotional price
Product A 2026-08-01 to 2026-12-31 CNY 2.00 2026-08-01 to 2026-12-31 Regular price restored
Product B 2026-01-01 to 2026-12-31 CNY 2.50 2026-01-01 to 2026-12-31 Year-round price

Price retrieval examples

  • Order Product A on June 15: retrieves CNY 2.00.
  • Order Product A on July 20: retrieves CNY 1.80 during the promotion.
  • Order Product A on August 15: retrieves CNY 2.00 after the promotion.

Configuration guidance

  • Plan the complete timeline before entering multiple periods.
  • Keep historical details after a promotion ends for later review.
  • To cover a full year, ensure that periods connect without overlap.

Configuration terminology

Enter Product Details, Price Book Selling Price, Valid Start Time, and Valid End Time. Confirm the Completion Conditions first.

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