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Dynamic Pricing Procedure - Deal Management

The Dynamic Pricing Procedure - Deal Management workflow, shown in Figure 5, provides advanced pricing capabilities. This workflow contains steps and subprocesses that populate the List Price, Start Price, and Net Price fields. It also calculates the monthly recurring and nonrecurring subtotals for root Customizable Products. These prices and subtotals are calculated based on information from price lists, customizable product adjustments, volume discounts, attribute adjustments, aggregate discounts, service price details, product promotions, and manual discounts. This workflow also finds guideline terms for deals and deal line items, and sets any status and violation messages for these guideline terms.

Figure 5. Dynamic Pricing Procedure - Deal Management Workflow

Workflow Description. This workflow does the following:

1. Sets the strategy for the header record.
2. Loads the deal and line item guidelines that are between the appropriate start and end dates.
3. Checks for price-list effectivity. Siebel Deal Management generates an error if the price list is not yet effective or has expired.
4. Calculates the extended quantity of all component products of a complex product instance, and carries over some useful information from the complex product root to the complex product components.
5. Determines the price action code, based on the item action code and the price type.
6. Gets the list price for each row in the row set, and appends other values from the Price List Item business component to the row.
7. Puts the Price List Item ID for the complex product root on each component of the complex product for later use.
8. Finds all values for the price list item.
9. Moves those rows with an action code that are not priced to another row set that is not priced in the procedure.
10. Gets Complex Product Pricing Designer adjustments for the components of a complex product.
11. Initializes the start price value as the list price value.
12. Applies attribute adjustments to the start price and generates an error when an invalid combination for attribute pricing occurs.
13. If a cost price list exists, this step calls the Get Cost List Price workflow to obtain the cost list price.
14. Calls the Get Ceiling Price List workflow to obtain a ceiling price.
15. Finds the adjustments, based on the discount matrices for the product.
16. Moves service products from the row set into another row set for use in the service pricing subprocess.
17. Calls the Pricing Procedure - Calculate Net Price subprocess for nonservice products.
18. Updates the net price field for the covered product on the service product rows in the row set.
19. Calls the Pricing Procedure - Service subprocess to handle the service product-specific pricing for service products.
20. Calls the Pricing Procedure - Calculate Net Price subprocess for service products.
21. Merges the service and nonservice row sets into one row set.
22. Merges the priced row sets and the row sets without prices into one row set.
23. Establishes the NRC (Non-Recurring Charge) and MRC (Monthly Recurring Charge) prices for one-time and monthly recurring price types, which is later used for Customizable Product Rollup.
24. Allocates the discount of the bundle root products to the bundle component products.
25. Rolls up the prices of component products to the complex product root.
26. Finds the adjustments based on the discount matrices for the product class.
27. Calculates the guidelines for the line items and the header record.
28. Sets the guideline status for the line items and the header record.
29. Sets the header status to yellow if any of the statuses for the line items is yellow. Sets the header status to red if any of the statuses for the line items is red.
30. Synchronizes the Header data with the database, using the Context Service business service.

Table 3 shows the workflow steps that call business service methods.