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

Create and publish a cost book

Create a cost book that defines the unit costs for products and services in Sales Customer Relationship Management.

Before you begin

Role required: sn_csm_pricing_pricelist_administrator, sn_csm_pricing_pricelist_manager

About this task

You can create cost books that define the unit costs for a set of products and a specified currency. However, only one cost book per given currency is allowed.

You can create multiple cost books for a given currency, but the first cost book that you create for a particular currency is automatically set as the default cost book. If you don’t want the first cost book as the default, deselect the Default option. When you're creating a default cost book, the start date must be either the current date or a date earlier than the current date.

Procedure

  1. In the CSM Configurable Workspace, select the List view.

  2. Navigate to Prices > Cost Books.

  3. In the Prices - Cost Books list, select New.

  4. In the Details tab, fill in the fields.

FieldDescription
NumberUnique system-assigned number that identifies the cost book.
NameName of the cost book, for example Standard Cost Book.
CodeSystem-generated alphanumeric number based on the cost book name. Although the code is system-generated, you can edit it to represent an industry-specific code.
CurrencyCurrency of the cost book, for example USD for US dollars.
DefaultOption for setting this cost book as the default cost book with the specified Currency.
DescriptionBrief description of the cost book.
StateStage of the cost book:- Draft: Initial state of the cost book. Information is still being added to the cost book and hasn’t been published to the catalog yet. - Published: Cost book has been published to the catalog. After a cost book is published, you can update, delete, retire, or archive it. - Retired: Cost book has been retired and is no longer active. The cost book and its cost book lines can't be updated. - Archived: Cost book has been archived and is no longer available for use. Note: A default cost book can’t be deleted, retired, or archived.
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>. <strong>Note:</strong> If this date is for a default cost book, the start date must be either the current date or a date that is earlier than the current date.</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
Image omitted: field-calendar.png
icon to choose the end date and time, then select <strong>OK</strong>.<strong>Note:</strong> If this date is for a default cost book, the end date is ignored.</td></tr></tbody>

  1. Select Save.

    The cost book is in the Draft state.

    Note: You can continue by defining cost book lines when the cost book is in Draft state. However, you must publish the cost book to apply the cost book and its cost book lines.

  2. Select Publish.

    The state changes to Published. The Cost Book Lines tab opens for creating a cost book list line.

What to do next

Create a cost book line.

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