Pricebook created but not applying and no account assignment

Products

• CloudHealth

Issue/Introduction

A custom Pricebook has been created for a customer but is not reflecting in reporting data.  When checking the Pricebook assignment for the customer, there is a "There are no price book account assignments" notification:

Resolution

This is caused by missing the account assignment step in Pricebook configuration.  Review the following steps to resolve the issue:

1. Get the price_book_assignment_id from the Get All Price Book Customer Assignments REST API endpoint.
2. Use the previous ID in the Assign Price Book to Account REST API call to assign the pricebook to a set of customer accounts

Additional Information

See the following KB for all steps to configure a Custom Pricebook: Steps to create Custom Price Book