Siebel Deal Management Administration Guide > Setting Up Siebel Deal Management > Process of Creating Pricing Strategies >

Configuring Pricing Criteria

You must use Siebel Tools to configure the new pricing criteria that you create. After you configure the new primary criteria, these criteria display as follows:

• As column headings in the Pricing Segments view in the Administration - Deal Management screen
• As column headings in the Account Pricing Segment Profile view in the Administration - Deal Management screen
• As form field names in the Account Pricing Segment Profile view in the Accounts screen

If you delete the pricing criteria, you must use Siebel Tools to remove those pricing criteria from the application screens.

This task is a step in Process of Creating Pricing Strategies.

To configure new primary criteria

1. Log in to Siebel Tools as an administrator.
2. Modify the Pricing Segments view:
   1. In Object Explorer, navigate to Table, lock the S_PRICSEGDEF table, navigate to Table > Column, and add a new column for the new primary criterion.

      Instead of adding a completely new column, you can customize columns DM_CRITERIA_09 through DM_CRITERIA_13.

   2. Click Apply/DDL to apply the table change to the physical schema.
   3. Navigate to Business Component, lock the DealMgmt Pricing Segment Def business component, navigate to Business Component > Field, and add a new field for the new primary criterion.
   4. Navigate to Applet, lock the DealMgmt Segment Definition List Applet, and expose the new field.
3. Modify the Account Pricing Segment Profile view:
   1. In Object Explorer, navigate to Table, lock the S_ORG_EXT_DM table, navigate to Table > Column, and add a new column for the new primary criterion.

      Instead of adding a completely new column, you can customize columns DM_CRITERIA_09 through DM_CRITERIA_13.

   2. Click Apply/DDL to apply the table change to the physical schema.
   3. Navigate to Business Component, lock the Account business component, and navigate to Business Component > Field:
      • Add a new field for the new primary criterion (for example, xxx, where xxx is the name of the new field).
      • Add a second new field for the new primary criterion with a name of Parent xxx, select Parent S_ORG_EXT_DM in the Join field, and select xxx in the Column field.
   4. Navigate to Business Component > Business Component User Prop, and add the user property names and corresponding values in the following table.

      Name	Value
      Field Read Only Field:xxx	Deal Ineligible
      On Field Update Set N	"xxx", "Price Segment", " " N in the field name is the next available number.
      On Field Update Set N	"Deal Eligible", "xxx", "If ([Deal Eligible] = ""N"" AND [Parent Account Id] IS NOT NULL, [Parent xxx], [xxx])" N in the field name is the next available number.
      On Field Update Set N	"Parent Account Name", "xxx", "If ([Deal Eligible] = ""N"" AND [Parent Account Id] IS NOT NULL, [Parent xxx], [xxx])" N in the field name is the next available number.

   5. Navigate to Applet, lock the DealMgmt Account List Applet, and expose the new field. Lock the DealMgmt Strategy Entry Applet, and expose the new field.
4. Compile the objects for your changes into the Siebel Repository file (SRF).
5. Unlock the objects.

After you configure the new conditional-deal specific criteria, these criteria display as column headings in the Pricing Strategy Definition view in the Administration - Deal Management screen. They display as field names in header records in the Quotes screen and the Sales Orders screen.

To configure new conditional-deal specific criteria

1. Log in to Siebel Tools as an administrator.
2. Modify the Pricing Strategy Definition view:
   1. In Object Explorer, navigate to Table, lock the S_DM_STRATEGY table, navigate to Table > Column, and add a new column for the new conditional-deal specific criterion.
   2. Click Apply/DDL to apply the table change to the physical schema.
   3. Navigate to Business Component, lock the DealMgmt Strategy business component, navigate to Business Component > Field, and add a new field for the new conditional-deal specific criterion.
   4. Navigate to Applet, lock the DealMgmt Strategy List Applet, and expose the new field. Lock the DealMgmt Strategy Entry Applet, and expose the new field.
3. Modify the Quotes screen:
   1. In Object Explorer, navigate to Table, lock the S_DOC_QUOTE_DM table, navigate to Table > Column, and add a new column for the new conditional-deal specific criterion.
   2. Click Apply/DDL to apply the table change to the physical schema.
   3. Navigate to Business Component, lock the Quote business component, navigate to Business Component > Field, and add a new field for the new conditional-deal specific criterion.
   4. Navigate to Applet, lock the Catalog Quote Header Form Applet, and expose the new field. Lock the Quote Form Applet, and expose the new field. Lock the Quote Entry Applet, and expose the new field.
4. Modify the Sales Orders screen:
   1. In Object Explorer, navigate to Table, lock the S_ORDER_DM table, navigate to Table > Column, and add a new column for the new conditional-deal specific criterion.
   2. Click Apply/DDL to apply the table change to the physical schema.
   3. Navigate to Business Component, lock the Order Entry - Orders business component, navigate to Business Component > Field, and add a new field for the new conditional-deal specific criterion.
   4. Navigate to Applet, lock the Catalog Order Header Form Applet, and expose the new field. Lock the Order Entry - Order Form Applet Dashboard (Sales) applet, and expose the new field. Lock the Order Entry - Order Form Applet (Sales) applet, and expose the new field.
5. Compile the objects for your changes into the Siebel Repository file (SRF).
6. Unlock the objects.