Create a cost book line

task brazil Updated Sep 10, 2026 1 min read create-cost-book-lines.md
Raw file servicenow.com

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 CRM Workspace, access the cost book to which you're adding a cost book line.

    1. Select the List [Omitted image "list-outline-24.svg"] Alt text: view.

    2. Navigate to Prices > Cost Books and select the cost book.

  2. In the Cost Book Lines tab, select New.

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

Field

Description

Number

Unique system-assigned number for the cost book line.

Cost Book

Name of the cost book to which this line is added.

Code

System-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 offering

Product to which this cost book line is associated.

Unit of measure

Unit of measure for the product.

Cost

Unit cost of the product, which is the cost incurred to produce or procure the product.

Start date

Starting date and time that the cost book is effective. Select the Calendar icon [Omitted image "field-calendar.png"] Alt text: to choose the start date and time, then select OK.

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 After the ending time, the cost book is no longer active.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 [Omitted image "field-calendar.png"] Alt text: to choose the end date and time, then select OK.

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.

Periodicity

Frequency of recurring pricing:- Monthly

  • Annually Note: The Periodicity is auto-populated when the product offering is selected.
4. Select **Save**.

Related topics

Copy a cost book

Control the default cost book on transaction header or header line

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