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Verifying Aggregate Discounts in Siebel Pricer

Environments: Development, production test, production.

Platforms: Windows, UNIX, IBM z/OS.

NOTE:  For information on changes to Copy and Revise functionality for Quotes and Orders, see 473867.1 (Article ID). This article was previously published as Siebel Alert 1218.

At Siebel CRM 7.8, the aggregate discounts feature replaces bundle factors in Siebel Pricer. The bundle factor definitions are upgraded to aggregate discounts, and the sequencing of bundle factors are upgraded to aggregate discount sequences.

The name of the aggregate discount in Pricer will be set to bundle factor name + row ID of the record. This is because Pricer requires the aggregate discount name to be unique.

Sequencing of bundle factors within a pricing model is upgraded to aggregate discount sequencing. The name of the aggregate discount sequence is set to the pricing model name that contained the bundle factors.

The Price List and Price List Item will be stamped with the appropriate aggregate discount sequence name. In prior releases, the pricing model was specified at the Price List or, for customized products, at the Price List Line Item level. This ensured execution of the bundle factors at runtime.

At Siebel CRM 7.8, the execution of aggregate discounts at runtime requires the association of the aggregate discount sequences at the Price List or Price List Line Item level.

The upgrade process makes the following assumptions about Pricer implementations prior to Siebel CRM 7.8:

• Flowcharts were used to chain up bundle factors in the pricing model
• The bundle factor with the lowest sequence is connected to the Aggregate Start step
• Each Aggregate Start sequence contains only bundle factors and does not contain aggregate factors
• The next factor in the flowchart (when True or False) always has a larger sequence number.

If your implementation does not meet all the above criteria, then the upgrade process moves the definitions to the appropriate Pricer entities (such as aggregate discounts), but the sequences will not be correct.

In such cases, you must manually verify that aggregate discount sequences chain up the aggregate discounts as intended. Use the sequence of execution that existed prior to the upgrade.

To verify upgrade to aggregate discounts

1. Launch Siebel Sales.
2. Navigate to Administration - Pricing Aggregate Discount Sequences.
3. For each aggregate discount sequence, drill down to the detail view.
4. Locate the aggregate discount that corresponds to the first preupgrade bundle factor. Verify that it has the lowest sequence number. If not, then revise the numbers in the Sequence, Next Discount If Used, and Next Discount If Not Used columns.
5. Verify that the numbers in the Next Discount If Used and Next Discount If Not Used columns are greater than the number in the Sequence column. Also verify that they point to the expected aggregate discounts. If not, then revise the numbers in all three columns as required.

Related Topics

Upgrade Planning for Siebel Pricer and Order Management