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Example of Creating an Attribute Adjustment with Nonproduct Attributes

This topic gives one example of how to create attribute-based pricing with nonproduct attributes. You may use this feature differently, depending on your business model.

In this example, adjustments are applied to the price of automobiles based on three attributes in three different business components:

• Transmission. This is a product attribute that has the possible values Automatic and Manual.
• Account Type. This is a header field that has the possible values Customer, Commercial, and Partner.
• Quantity. This is a line item field that can have any numeric value.

This example creates three possible adjustments based on these attributes:

• All vans (a product) ordered for a commercial account with manual transmission and a quantity greater than 20 will be priced at $18,000 (price override).
• All vans ordered for a customer account with manual transmission and a quantity greater than 15 will be marked up by 10% (% Markup).
• All vans ordered for a partner account with automatic transmission and a quantity greater than 10 will be discounted by 10% (% Discount).

All these discounts apply to the price list named Americas Price List.

This example assumes that you have already created the class Horizon Autos, the product Van, and the price list Americas Price List. For information about creating classes and products, see Siebel Product Administration Guide. For information about creating price lists, see Creating and Assigning Price Lists.

Modifying the Variable Map

First, you must modify the variable map Default Pricing Variable Map - Context, so Account Type is defined as a variable in this map. Do this only if Account Type is not already defined as a variable in the map.

To modify the variable map

1. Navigate to the Administration - Order Management screen, then Variable Maps view.
2. Select and lock the variable map Default Pricing Variable Map - Context.
3. In the Versions list, click Workspace.

   Details of the new version of the variable map appear.

4. In the Variable Definitions list, add a new record and complete the necessary fields.

   Some fields are shown in the following table:

5. In the Variable Sources list, specify the source of the new variable, as shown in the following table:

6. Restart the client application to make sure that the variable map changes are available.

Creating the Attribute Adjustment Record

The type of the Attribute Adjustment record must be multiple, because the price adjustments depend on more than one attribute. The type must be associated with the class Horizon Autos, which includes these attributes.

To create the attribute adjustment record

1. Navigate to the Administration - Pricing screen, then Attribute Adjustments view.
2. In the Attribute Adjustments list, add a new record and complete the necessary fields.

   Some fields are described in the following table:

   Field	Value
   Name	Horizon Autos
   Class	Horizon Autos
   Type	Multiple Dimension

Specifying Dimensions and Domains

Next, set up the dimensions that you want to use in the attribute adjustments. You must add three condition dimensions for the attributes that are the basis of price adjustments (Transmission, Account Type, and Quantity).

Also, you must add two result dimensions that determine the amount of the price adjustment (Adjustment Amount and Adjustment Type), which are added automatically when you click Create Result Dimensions.

You also enter the domains for each of these dimensions. Select the Bounded check box in the Dimension records to control data entry in the Rules list, so only valid values can be entered in the columns for these dimensions.

To specify the result dimensions and their domains

1. In the Attribute Adjustments list, click Create Result Dimensions.
2. Click the Pricing Dimensions view tab.

   Records have already been added to the Dimensions list for the two result dimensions, Adjustment Amount and Adjustment Type.

3. Add a record to the Dimensions list to represent the Transmission attribute and complete the necessary fields, as described in the following table:

   Field	Value
   Dimension Type	Condition
   Name	Transmission
   Operator	=
   Variable Map Type	XA
   Data Type	Text
   Domain Type	Attribute
   Bounded	Y
   Attribute	Transmission
   Sort Order	1
   Sort Method	Ascending

4. Click Create Domain.

   The two values for this domain (automatic and manual) appear in the Domain list.

5. Add a record to the Dimensions list to represent the Account Type attribute and complete the necessary fields, as described in the following table:

   Field	Value
   Dimension Type	Condition
   Name	Act Type
   Operator	=
   Variable Map Type	Context
   Data Type	Text
   Domain Type	Business Component
   Bounded	Y
   Business Object	List of Values
   Sort Order	2
   Sort Method	Ascending
   Business Component	List of Values
   Field	Value
   Search Spec	[Type] = "ACCOUNT_TYPE"

   NOTE:  In this example, Business Component is used as the domain for setting up the Act Type dimension. However, a better way to define the domain in practice would be to use LOV with the value ACCOUNT_TYPE in the LOV field.

6. Click Create Domain.

   The values for this domain appear in the Domain list.

7. Add a record to the Dimensions list to represent the Quantity attribute and complete the necessary fields, as described in the following table:

   Field	Value
   Dimension Type	Condition
   Name	Quantity
   Operator	<
   Variable Map Type	Row
   Data Type	Number
   Domain Type	User Defined
   Bounded	Y
   Sort Order	3
   Sort Method	Ascending

8. Because Quantity has a user-defined domain, create its domain manually by adding records to the Domains list as follows:
   1. Add a record to the Domains list and complete the necessary fields, as described in the following table:

      Field	Value
      Sequence	1
      Domain	10

   2. Add another record to the Domains list and complete the necessary fields, as described in the following table:

      Field	Value
      Sequence	2
      Domain	15

   3. Add another record to the Domains list and complete the necessary fields, as described in the following table:

      Field	Value
      Sequence	3
      Domain	20

Adding Pricing Conditions

After you have set up the dimensions of the attribute adjustment, you can add conditions. The Conditions list has a column for each of the dimensions that you created.

In this example, you add the Conditions records manually instead of using the Generate Rules button.

To add pricing conditions

1. Click the Conditions view tab.
2. Add a record to the Conditions list and complete the necessary fields, as described in the following table:

   Field	Value
   Sequence	1
   Transmission	Manual
   Act Type [=]	Commercial
   Quantity [<]	20
   Adjustment Type	Price Override
   Adjustment Amount	18,000

3. Add a second record to the Conditions list and complete the necessary fields, as described in the following table:

   Field	Value
   Sequence	2
   Transmission	Manual
   Act Type [=]	Customer
   Quantity [<]	15
   Adjustment Type	% Markup
   Adjustment Amount	10

4. Add a third record to the Conditions list and complete the necessary fields, as described in the following table.

   Field	Value
   Sequence	3
   Transmission	Automatic
   Act Type [=]	Partner
   Quantity [<]	10
   Adjustment Type	% Discount
   Adjustment Amount	10

Associating the Attribute Adjustment with a Product and Price List

After you have completed setting up the attribute adjustments, you must associate them with a product on a price list to make them effective. These conditions apply to the product named Van and to the price list named Americas Price List.

To associate the attribute adjustment with a product and price list

1. Navigate to the Administration - Pricing screen, then Price Lists view.
2. In the Price Lists list, select the record for the price list named Americas Price List.
3. Click the Price List Line Items view tab.
4. In the Price List Line Items list, find the record for the product named Van and in the Attribute Adjustment field, select Horizon Autos.

Testing the Attribute Adjustments

You can test the attribute adjustments for three different account types. This example assumes that you have created the following accounts:

• ABC. Account Type = Customer.
• XYZ. Account Type = Commercial.
• 123. Account Type = Partner.

To test the attribute adjustments

1. In the Quotes screen, create a new quote with price list Americas Price List and account ABC (Account Type = Customer).
2. Add the product Van as a line item of the quote.
3. Set the attribute Transmission to Manual as follows:
   1. Click Customize to launch Configurator.
   2. In Configurator, set the attribute Transmission to Manual.
   3. Click Done to exit from Configurator.
4. For the quantity of the product Van, enter 16.

   The net price of the product Van is marked up by 10%.

5. Click the Net Price field to display the pricing waterfall, to view this adjustment.
6. Test the second attribute adjustment as follows:
   1. In the Quote, change the account to XYZ (Account Type = Commercial).
   2. In the line item, change the product quantity to 21.

      The net price of the product Van is $18,000.

7. Test the third attribute adjustment as follows:
   1. In the Quote, change the account to 123 (Account Type = Partner).
   2. Click Customize and use Configurator to change the value of the attribute Transmission to Automatic.
   3. In the line item, change the product quantity to 11.

      The net price of the product Van is discounted by 10%.