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Creating Benefit and Condition Templates

In this section, the Contract administrator will create templates for new benefits and conditions.

To create a new benefit template

1. Navigate to the Contracts Administration screen.
2. Select Entitlement Templates in the Contracts Administration screen.
3. Select an existing entitlement template or create a new entitlement template.
4. Select the Benefits tab to view Benefit templates associated with the selected entitlement template.
5. Create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Priority	The priority of the benefit in relation to other benefits.
   Name	The name of the benefit; for example, Rebate on Stents.
   Type	The type of benefit; for example, Credit or Rebate.
   Schedule	The benefit schedule; for example, Quarterly.
   Amount	The total amount of the benefit in the unit defined in the U/M field.
   U/M	The unit in which the benefit is measured; for example, Percent.
   Status	The current status of the benefit; for example, Active or On Hold.
   Action Basis	The basis for evaluating or delivering the benefit; for example, if the Benefit is triggered by an invoice for a particular quantity of stents, Action Basis=Invoice.
   Action Method	The action produced by the Action Basis; for example, if an allowance is administered by adjusting the invoice, Action Method = Adjustment.
   Current Amount	The existing amount of the benefit including any adjustments already made, or the current liability for the benefit.
   Description	A brief description of the benefit.
   Benefit Basis	Used when the Benefit Amount is variable and is calculated based on another value; for example, 10% of Invoice Amount, Benefit Basis = Invoice Amount.
   Benefit Price	Used when the Benefit Amount is variable and is calculated based on another value; for example, for a 5% discount, the Benefit Price specifies the starting price for Siebel Pricer.
   Benefit Constraint	Indicates the maximum or minimum amount of the Benefit when it is calculated using Benefit Basis and/or Benefit Price.
   Tier	Enables benefits to be defined differently for different tiers; for example 10% discount for Tier 1, 15% discount for Tier 2, where the volume of purchases determines the appropriate tier.
   Division	Defines the Division to which the Benefit applies; for example, 10% rebate for all products purchased by the Cardiology Department of University Hospital.
   Product Category	Indicates the product category associated with the benefit.
   Product	Indicates the product associated with the benefit; for example, 1 free Xygo Lead for every 40 Lead purchases, Product = Xygo Lead.
   Product Line	Indicates the product line associated with the benefit.
   Product Class	Indicates the product class associated with the benefit.
   All Products	Indicates that All Products are associated with the benefit.
   Level	Indicates the level at which the benefit applies; for example, Account, Agreement, Entitlement.
   Comments	Used to capture additional comments related to the benefit.
   Reset	Can be used to indicate that the benefit should be reset; for example, the benefit should be reset if exhausted, when the agreement is renewed or annually.
   Conditions Relationship	Indicates all conditions must be met ("and") or only one condition must be met ("or") in order to deliver the benefit.
   Adjustment Amount	Used when Action Method = Adjustment to indicate the amount of the adjustment.
   Adjustment Currency	Indicates the currency associated with the Adjustment Amount.
   Adjustment Exchange Date	Specifies the Exchange Date for the Adjustment Currency.
   Amount Currency	Specifies the currency when U/M = Currency.
   Amount Exchange Date	Specifies the exchange date for the Currency indicated by Amount Currency.
   Count Method	Indicates whether the Current Amount should be incremented (to track the amount of benefit delivered) or decremented (to track remaining liability) when the benefit is delivered.

Creating a new condition template

1. Navigate to the Contracts Administration screen.
2. Select Entitlement Templates in the Contracts Administration screen.
3. Select an existing entitlement template or create a new one.
4. Select the Benefits tab to view Benefit templates.

   When you select the Benefits tab, the Conditions applet is also displayed.

5. Select a Benefit Template record, and in the Conditions list, create a new record and complete the necessary fields.

   NOTE:  There must be a benefit template selected in order to create a new condition.
   You may use AND, OR, and other expressions to define the condition.

   Some fields are described in the following table.

   Field	Comments
   Order	The sequence of conditions.
   Type	The condition type; for example Volume.
   Subtype	The condition subtype; for example Product Line.
   Operator	The logical operator used to define the condition; for example, when more than 3000 parts have been ordered (operator is >), or if membership = Gold (operator is =).
   Target Amount	The target amount to be reached to satisfy the condition.
   Target U/M	The unit in which the target amount is measured; for example Units.
   Enforceable	Indicates that the condition should be enforced when determining benefit delivery. You might set this value to N (by clearing the check box) to learn more about the customer so that you could negotiate better contracts in the future without affecting benefit delivery.
   Description	A brief description of the condition.
   Status	The status of the condition; for example, Active or Exhausted.
   Timing	The timing of the condition; for example, if Quarterly is chosen, the condition should be satisfied in one quarter.
   Comments	Additional comments the sales representative, customer service representative, or Contract administrator may want to add to the condition.
   Current Amount	The existing amount used to evaluate the condition; for example for this condition: revenue > $40,000, current amount is used to track the current revenue.
   Range	Specifies a range around the target amount; for example +/- 10%.
   Range U/M	Indicates the unit of measure for the Range amount.
   Expression	Used to define complex conditions such as those with logical complexities or complex field combinations.
   Adjustment Value	Used to adjust the benefit based on the condition; for example adjust benefit to 0% discount.
   Adjustment U/M	Defines the unit of measure for the Adjustment Value.
   Mix %	Can be used to track expected purchases; for example, 20% Product A, 15% Product B, and so on.
   Type of Calculation	Used to adjust benefit amount.
   Tier	Used to associate a condition with a specific tier, enabling you to define different conditions to different tiers of customers.
   Product	Used with Subtype = Product to specify the product associated with the condition.
   Product Line	Used with Subtype = Product Line to specify the product line associated with the condition.
   Product Class	Used with Subtype = Product Class to specify the product class associated with the condition.
   Product Category	Used with Subtype = Product Category to specify the product category associated with the condition.
   Target Currency	Defines the currency for the target amount when the target U/M is currency.
   Target Exchange Date	Specifies the exchange date for the target currency when target U/M is currency.
   Range Currency	Defines the currency for the range amount when Range U/M is currency.
   Range Exchange Date	Specifies the exchange date for the range currency when Range U/M is currency.
   Adjustment Currency	Defines the currency for the adjustment amount when the Adjustment U/M is currency.
   Adjustment Exchange Date	Specifies the exchange date for the adjustment currency when Adjustment U/M is currency.
   Condition Object Name	Specifies a business object containing the field used in evaluating the condition.
   Condition Object Field	Specifies the field within the business object identified by the Condition Object Name to be used in evaluating the condition.
   Count Method	Indicates whether the condition current amount should be incremented or decremented.