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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a cost book line

Create a cost book line that defines the unit cost for a product offering.

Before you begin

Role required: sn_csm_pricing.pricelist_administrator, sn_csm_pricing.pricelist_manager

Procedure

  1. In the CSM Configurable Workspace, access the cost book to which you're adding a cost book line.

    1. Select the List
Image omitted: list-outline-24.svg
view.
2.  Navigate to **Prices** > **Cost Books** and select the cost book.
  1. In the Cost Book Lines tab, select New.

  2. In the Create New Cost Book Line tab, fill in the form.

FieldDescription
NumberUnique system-assigned number for the cost book line.
Cost BookName of the cost book to which this line is added.
CodeSystem-generated alphanumeric number based on the cost book name and the line item to be created. Although the code is system-generated, you can edit it to represent any industry-specific code.
Product offeringProduct to which this cost book line is associated.
Unit of measureUnit of measure for the product.
CostUnit cost of the product, which is the cost incurred to produce or procure the product.
Start dateStarting date and time that the cost book is effective. Select the Calendar icon
Image omitted: field-calendar.png
to choose the start date and time, then select <strong>OK</strong>.</td></tr><tr><td>
End date
Ending date and time of the cost book. After the ending time, the cost book is no longer active. Select the Calendar icon
Image omitted: field-calendar.png
to choose the end date and time, then select <strong>OK</strong>.</td></tr><tr><td>
Pricing method
Type of pricing selected when the product offering was created: - Recurring: Payment fee that occurs over certain intervals. - Non Recurring: one-time payment fee. Note: The Pricing Method is auto-populated when the product offering is selected.
PeriodicityFrequency of recurring pricing:- Monthly - Annually Note: The Periodicity is auto-populated when the product offering is selected.
  1. Select Save.

Related topics

Copy a cost book

Control the default cost book on transaction header or header line