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Priority |
Type a value for the priority of the benefit in relation to other benefits. |
Name |
Type the name of the benefit (for example, Rebate on a product). |
Type |
Select the type of benefit. Values include Credit and Rebate. |
Schedule |
Select the benefit schedule. Values include Weekly and Quarterly. |
Amount |
Type the total amount of the benefit in the unit defined in the U/M field. |
U/M |
Select the measurement unit for the benefit. Values include Currency and Percent. |
Status |
Select the current status of the benefit. Values include Active and On Hold. |
Action Basis |
Select the basis for evaluating or delivering the benefit. For example, if an invoice for a quantity of products initiates the benefit, then the Action Basis field is Invoice. |
Action Method |
Select the action that the Action Basis field produces. For example, if adjusting the invoice administers an allowance, then the Action Method field is Adjustment. |
Current Amount |
Type the existing amount of the benefit or the current liability for the benefit. Take into account any past adjustments. |
Description |
Type a brief description of the benefit. |
Benefit Basis |
Select the basis for the benefit. This field applies when the benefit amount is variable and calculated using another value. For example, for a 10% of invoice amount, the Benefit Basis field is Invoice Amount. |
Benefit Price |
Select the price for the benefit. This field applies when the benefit amount is variable and calculated using another value. For example, for a 5% discount, the Benefit Price field is the starting price for Siebel Pricer. |
Benefit Constraint |
Type the maximum or minimum amount of the benefit calculated using the Benefit Basis and Benefit Price fields. |
Tier |
Type the value for the tier of the benefit. Different benefit definitions can apply to different tiers (for example, 10% discount for Tier 1, 15% discount for Tier 2, and so on). The volume of purchases determines the appropriate tier. |
Division |
Select the division associated with the benefit. |
Product Category |
Select the product category associated with the benefit. |
Product |
Select the product associated with the benefit. |
Product Class |
Select the product class associated with the benefit. |
All Products |
Select this check box to indicate all products are associated with the benefit. |
Level |
Select the level associated with the benefit. Values include Account, Agreement, and Entitlement. |
Comments |
Type additional information related to the benefit. |
Reset |
Select this check box to indicate the benefit is reset. For example, the benefit is reset, if exhausted, when you renew the agreement or annually. |
Conditions Relationship |
Select the condition relationship for the benefit. A value of AND indicates all conditions must be met to deliver the benefit. A value of OR indicates only 1 condition must be met to deliver the benefit. |
Adjustment Amount |
Type the adjustment amount. This field applies when the Action Method field is Adjustment. |
Adjustment Currency |
Select the currency associated with the Adjustment Amount field. |
Adjustment Exchange Date |
Select the exchange date for the currency in the Adjustment Currency field. |
Product Line |
Select the product line associated with the benefit. |
Amount Currency |
Select the currency when the U/M field is Currency. |
Amount Exchange Date |
Select the exchange date for the currency in the Amount Currency field. |
Count Method |
Select the count method for the benefit. A value of Increment indicates to increment the Current Amount field when you deliver the benefit. This value tracks the amount of delivered benefit. A value of decrement indicates to decrement the Current Amount field when you deliver the benefit. This value tracks the remaining benefit liability. |
