Siebel Deal Management Administration Guide > Setting Up Siebel Deal Management >

Associating Accounts with Pricing Segments

When creating a quote or an order, a sales representative selects a customer account and conditional-deal specific criteria. The sales representative then selects a pricing strategy. The pricing strategies that are available for selection are those strategies that include the pricing segment to which the customer is assigned. The guideline plans in a pricing strategy determine the pricing adjustments that the sales representative is allowed to negotiate. Thus, you must associate a customer account with a pricing segment so that the application can determine the pricing adjustments that the sales representative is allowed to negotiate for that customer.

A customer account can apply to more than one pricing segment. For example, if a customer account has a value of Distributor in the Channel field, that customer account can apply to a pricing segment with a value of Distributor in the Channel field and to a second pricing segment with no value in the Channel field. (A primary criterion field with no value indicates all possible values.) You use the Account Pricing Segment Profile view to associate each customer account with only one pricing segment. You cannot add new records to this view. You can associate only the existing accounts in this view to a pricing segment.

The child accounts in the Account Pricing Segment Profile view inherit the view data from their parent account if the Deal Negotiation Eligible field for the child account is not checked. If you change the data in a parent account, the child account displays that changed parent data after you access the view again, enter a check in the Deal Negotiation Eligible field for the child account, step off the record, clear the check that you entered, and step off the record.

To associate an account with a pricing segment

1. Navigate to the Administration - Deal Management screen > Account Pricing Segment Profile view.

   The list of account pricing profiles appears.

2. Select the account pricing profile that contains the customer account that you want to associate with a pricing segment, and complete the fields as appropriate:
   1. If you want the sales representative to be able to negotiate pricing when the sales representative enters quotes or orders, select the Deal Negotiation Eligible field to place a check mark in the check box.

      Enter a check in the Deal Negotiation Eligible field for a child account to change the data that the child account inherits from the parent account. When you enter a check in this field, the relationship between the child account and the parent account terminates. If you want to automatically change the data back to the data that the child account inherits from the parent account, clear the check from this field.

   2. Select a value for each of the primary criterion fields.

      You can exclude a primary criterion field from a pricing segment by selecting no value for that field. When you select no value, all the values in the primary criterion field are included in the pricing segment, so the primary criterion field does not determine the specific customers who are included in the pricing segment.

   3. Select the segment name for the customer account.

      The selected primary criterion fields determine the segments that are available for selection. If you change a value in a primary criterion field, you must select a pricing segment again.

      NOTE:  Alternatively, you can navigate to the Accounts screen > Accounts List view, click the Name field for the customer account that you want to associate with a pricing segment, click the Account Pricing Segment Profile view tab, and complete the fields in the Account Pricing Segment Profile form.