Siebel Deal Management Administration Guide > Pricing for Deal Negotiation >

Reviewing Price Exceptions for a Quote

If a quote has a red GL (guideline) field, the user cannot convert the quote to an order. For quotes and orders that have these price exceptions, the price approver must take some action. The price approver can make recommendations to the deal originator regarding the required changes to price, product mix, and adjustments for the quote or order.

When a price approver accesses a quote or an order, the GL fields show the pricing policy compliance according to the pricing authority of the deal originator. In the Line Items view for a quote or an order, the price approver can navigate to Menu > Reprice All to update the GL fields to show the pricing policy compliance according to the price approver's authority. If the price approver has more pricing authority than the deal originator, the red and yellow GL fields can change to green. By repricing, the price approver accepts the quote or order without changing any data in it.

After reviewing a quote, the price approver can launch Workbench to find more information to assess a price exception for a quote. For more information about launching Workbench, see Accessing Workbench to Assess a Quote.

NOTE:  The tasks for reviewing price exceptions for a quote and an order are essentially the same. To view an order, navigate to the Sales Orders screen > List view.

To review price exceptions for a quote

1. Navigate to the Quotes screen > List view.
2. Drill down on the link for the name of the quote that you want to review.

   Information in the quote header appears.

3. Click the Line Items view tab to view information in the line item fields for the quote.
4. To view more information about the price exceptions:
   • Review the descriptions in the Line Item Violation Text field for the line items.
   • Click Verify in the header record to view descriptions of the price exceptions.

     A window appears showing the price exception messages and the other messages that are related to the quote. To get a better view of all messages, click the icon at the top of the scroll arrows to expand the window.

   • Click the link in the Invoice field for a line item in a quote (or the Net Price field for a line item in an order) to view more information about the segments in the waterfall.

     A window appears showing the waterfall for the line item. The last line of the waterfall shows the minimum price for the line item if a guideline price applies to the line item. For more information about waterfall segments, see Creating Guideline Plans.