|Bookshelf Home | Contents | Index | PDF|
When creating a quote or an order, a sales representative selects a customer account and conditional-deal specific criteria. The sales representative then selects a pricing strategy. The pricing strategies that are available for selection are those strategies that include the pricing segment to which the customer is assigned. The guideline plans in a pricing strategy determine the pricing adjustments that the sales representative is allowed to negotiate. Thus, you must associate a customer account with a pricing segment so that the application can determine the pricing adjustments that the sales representative is allowed to negotiate for that customer.
A customer account can apply to more than one pricing segment. For example, if a customer account has a value of Distributor in the Channel field, that customer account can apply to a pricing segment with a value of Distributor in the Channel field and to a second pricing segment with no value in the Channel field. (A primary criterion field with no value indicates all possible values.) You use the Account Pricing Segment Profile view to associate each customer account with only one pricing segment. You cannot add new records to this view. You can associate only the existing accounts in this view to a pricing segment.
The child accounts in the Account Pricing Segment Profile view inherit the view data from their parent account if the Deal Negotiation Eligible field for the child account is not checked. If you change the data in a parent account, the child account displays that changed parent data after you access the view again, enter a check in the Deal Negotiation Eligible field for the child account, step off the record, clear the check that you entered, and step off the record.
|Siebel Deal Management Administration Guide||Copyright © 2008, Oracle. All rights reserved.|