Siebel Field Service Guide > Agreements >

Setting Up Agreements

Use the following procedures to set up agreements and entitlements.

To define asset-based pricing

  1. Navigate to Site Map > Pricing Administration > Price List.
  2. Select a price list.
  3. Click the Service Pricing view tab.
  4. Select a product, typically a service product.
  5. In the Service Price Details subview tab, click New to add a product record.
  6. In the Product field, select a product.
  7. Enter values for the fields that determine the pricing of this product when combined with the service product: Type of Calculation, Target Price, and Adjustment Value.

    8. The combination of the service product (in the Service Pricing view) and an asset in the Service Price Details view defines a unique price.

To define contract-based pricing of orders

  1. Navigate to Orders.
  2. In the Service Orders list, select an order.
  3. In the form, click the show more button to see more fields.
  4. Click the select button in the Entitlement field.
  5. Select an entitlement from the Pick Entitlement dialog box, and click OK.
  6. Click the Line Items subview tab.
  7. In the Line items list, click the menu button and select Reprice from the drop-down list.
  8. In the Totals form, click Save.

    9. The Reprice command sends the order, line items, and the selected entitlement to the Pricing Engine. The engine prices each line item and includes any special pricing defined under the entitlement. For background, see Order-Entitlement-Based Pricing.

To define NRC plans

  1. Navigate to Site Map > Service Administration > Non-Recurring Plans.
  2. Create a new NRC plan record.
  3. Enter values for the Name, Type, and Schedule fields. See Non-Recurring Plans View.
  4. Click the Plan Details view tab.
  5. Create a new Plan Details record.
    1. Enter values for the Number and NRC % fields.
    2. Add additional charges (fixed amount or percentage) to each payment as needed.

To define use plans

  1. Navigate to Site Map > Service Administration > Use Plans.
  2. Create a use plan record.
  3. Enter values for the Name and Description fields.

    4. For a description of the Estimate check box, see Use Plans View.

  4. In the Plan Details view tab, click New to add a product record to the use plan.
  5. In the Product field, select a product.
  6. Select the Commit check box.

    7. The Commit check box converts this record to read-only.

  7. Repeat Step 4 through Step 6 for each product included in the use plan.

To define pricing for a use plan

  1. Navigate to Site Map > Service Administration > Use Plans.
  2. Select a use plan record.
  3. Click the Plan Details view tab.
  4. Select a Plan Details (product) record.
  5. Create a new pricing record by performing the following steps:
    1. In the Pricing list, click the menu button and select New Record.
    2. Complete the required fields: Measurement Type, starting measurement (From field), and Units.

      3. For more information about the fields, see Pricing Subview.

Asset-Based Matrix Pricing

For an agreement line item (see Line Items View), the combination of a product (typically a service product, specified in the Product field) and an asset (Asset # field) determines a unique price. This capability is named asset-based matrix pricing.

Asset-based pricing is used for pricing products related to assets that a customer has already purchased. The Reprice and Reprice All buttons activate the Pricing Engine to calculate the price of the combination, price from the price list, or price list entry, and supply information on volume discounts.

To configure asset-based matrix pricing, an administrator must use the Siebel Pricing Configurator to set up a matrix based-pricing model (see Pricing Administration Guide).

For a pricing model, the following data allows asset-based pricing:

Order-Entitlement-Based Pricing

Orders can have an associated entitlement that provides special pricing for all line items in the order. This is also known as contract-based pricing.

To configure contract-based pricing, an administrator must use the Siebel Pricing Configurator to set up a matrix-based pricing model (see Pricing Administration Guide).

For a pricing model, the following data allows contract-based pricing:


 Siebel Field Service Guide 
 Published: 21 April 2003