How to Set an Account Default Pricing Strategy in Work 365

Applies To: Work 365 Accounts, Pricing Strategies, Subscriptions, One-Time Purchases

Overview

You can set a default pricing strategy on a customer Account in Work 365 so new subscriptions and one-time purchases for that customer use the selected pricing logic by default. You can also add pricing strategies by commitment term. Work 365 documents the default pricing strategy as the fallback, and term-specific pricing strategies as the more specific match when a new record is created for that term.

Before You Begin

Before you start, confirm the pricing strategy records already exist and are active. Work 365 states that pricing strategies must be created and activated before they can be assigned to customers, and new pricing strategies are created in draft status until you mark them active.

You must also be a licensed Work 365 user with one of the roles listed in the customer-pricing article: Work 365 Admin or Work 365 Sales.

Resolution

Step 1: Open the customer Account

In Work 365, open the customer’s Account record. On the Summary tab, locate the Pricing Strategies section. Work 365 documents this as the place where account-level pricing strategies are managed.

Step 2: Set the default pricing strategy

In the Default field, select the pricing strategy you want to use for that customer, then click Save. Work 365 states that this default pricing strategy is used when creating new subscriptions that do not match any term-specific strategy.

Step 3: Add term-specific pricing strategies, if needed

If you want different pricing behavior by commitment term, stay on the same Account record and select New Customer Pricing Strategy in the Pricing Strategies section. On smaller screens, Work 365 notes this may appear under More Commands.

Complete these fields:

• Customer: auto-populated from the current account

• Commitment Term: select OneTime, Monthly, Annual, or Triennial

• Pricing Strategy: choose the pricing strategy for that term

Then select Save and Close. Repeat for any additional terms you want to define.

Important Notes

Account-level pricing strategies are applied when a new subscription or new one-time purchase is created. Work 365 explicitly states that changes made at the account level do not affect existing subscriptions.

The default pricing strategy acts as the catch-all. Work 365 says the default is used when a new record does not match a term-specific strategy, and its Pricing Strategy overview describes the default as the fallback when no pricing strategy is assigned for that commitment term.

A pricing strategy can also be set or overridden at the subscription level. Work 365 documents that a customer-level pricing strategy can flow down to the subscription, but a subscription-specific pricing strategy can still override it.

Work 365 also states that a customer account can have only one pricing strategy per commitment-term duration.

Troubleshooting

New subscriptions are not using the expected pricing strategy

Check whether the Account has a term-specific pricing strategy for that subscription’s commitment term. Work 365 documents that the default is used only when there is no matching term-specific entry.

Existing subscriptions did not change

That is expected. Work 365 states that account-level pricing-strategy changes apply to new subscriptions and one-time purchases and do not retroactively update existing subscriptions.

The pricing strategy is not available in the lookup

Confirm the pricing strategy record was marked Active. Work 365 states that pricing strategies are created in draft status and must be marked active before they are available for use.

Only some new records follow the default strategy

Review whether those records were created with a commitment term that has its own customer pricing strategy. Work 365 allows one pricing strategy per commitment-term duration, so term-specific entries can produce different pricing behavior across new records for the same account.