Pricing Administration Guide > Creating and Assigning Price Lists > Copying and Transforming a Price List >

Configuring the Transform Price List Form to Use Additional Data

Using Siebel Tools, you can configure the Transform Price List form by adding new drop-down lists that function like the Account drop-down list.

The Account drop-down list and other drop-down lists that you might add to the form are only relevant to price lists that use pricing models. For more information about pricing models, see Creating Pricing Models and Pricing Factors.

You must use the Account drop-down list to specify the account, if you used the Transforming Pricing Model field to specify a pricing model that includes pricing factors based on an account.

For example, many pricing models include logical statements such as: "If account name = A. K. Parker, then apply 10% discount." To apply such a pricing model within the Transform process, you would have to select A. K. Parker in the account selector. Otherwise, the pricing model will not have the access to the required Business Component information.

If you use pricing models that include Pricing Factors based on other Business Components, you must add additional drop-down lists that work in the same way.

If you do not use this sort of drop-down lists, the transformation can only check data in the following Business components:

Use Siebel Tools to add drop-down lists to the Transform Price List form, that let you access Siebel business component data required by the pricing models you use regularly. Once you have customized this form, the added drop-down lists will always be present.

The basic procedures for adding the new field to the Price List Transformation form are listed below. Expertise with Siebel Tools is required to configure the product in this way.

To add a new business component field drop-down list to the Price List Transformation form

  1. In Siebel Tools, add a new field called "Customer Type" to the Price List Transformation applet. For details on adding a new field to a business component, see Siebel Tools Reference.
  2. In the Pricing Model Manager, create a pricing model to be used for the Transform processing session.
  3. In the pricing model to be used for transformations, add the single type pricing factors that refer to this new field. For details, see the following pricing factor example.
  4. Run the Transform process, using the instructions in the section Copying and Transforming a Price List.

Example: Adding Product-Line Specific Prices when Transforming a Price List

You want to create a new price list your product line of monitors, reducing prices by 10%.

First, create a pricing factor with the fields listed below. This pricing factor identifies customers whose Product Line field has been set to Monitors and discounts their prices by 10%.

Pricing factor fields:

Then, use Siebel Tools to add a Product Line drop-down list to the Transform Price List form.

When you transform the price list, use this pricing factor and choose Monitors in the Product Line drop-down list. The resulting price list will include the 10% price reduction for monitors.


 Pricing Administration Guide 
 Published: 18 April 2003