Siebel Field Service Guide > Agreements > Process of Setting Up Agreements >

Defining Pricing for Agreements

Several types of pricing can be defined for agreements:

• Asset-based pricing. See Defining Asset-Based Pricing.
• Service-based pricing. See Defining Service-Based Pricing.
• Order or quote entitlement-based pricing. See Defining Order or Quote Entitlement-Based Pricing.

NOTE:  See Agreements for information on how pricing has changed since version 7.8. When a product is added to an agreement line item or another asset is added, the Product Selection and Pricing (PSP) Engine is now selected to ascertain the price of the selected product.

Defining Asset-Based Pricing

For an agreement line item, the combination of a product (typically a service product, specified in the Product field) and an asset (specified in the Asset # field) determines a unique price. This capability is named asset-based pricing. For more information, see Line Items View.

Asset-based pricing is used for pricing products related to assets that a customer has already purchased. Clicking the Reprice and Reprice All buttons activates the Pricing Engine, which calculates the price of the product and asset combination, retrieving the price from the price list, or price list entry, and supply information on volume discounts.

NOTE:  The Pricer module is required if you wish to perform special pricing on products based on assets.

To enable asset-based pricing

1. Navigate to the Administration - Business process screen > Workflow Deployment view.
2. Enable the Dynamic Pricing Procedure workflow.

   Asset-based pricing is managed using the Dynamic Pricing Procedure workflow. This workflow must be enabled in the application instead of the Pricing Procedure - Default workflow. See Siebel Pricing Administration Guide for more information about pricing procedures and the Product Selection and Pricing (PSP) engine.

To use asset-based pricing

1. Navigate to the Administration - Pricing screen > Price List view.
2. Select a price list and click the Service Pricing view tab.
3. Create a new record and complete the fields as appropriate.

   The combination of the service product in the Service Pricing view and an asset in the Service Price Details subview defines a unique price.

Defining Service-Based Pricing

Customers often require an after-sales service package for the products they are purchasing. This requirement is included in the quote or order. As an administrator, you can define a service package to cover a set of products with the price of the service package, either as a percentage of the product being covered or as a fixed price. The combination of the service package and the product being covered allows the price to be calculated. This practice is known as service-based pricing.

Service pricing on covered assets is managed using the Pricing Procedure - Calculate Net Price workflow. See Siebel Pricing Administration Guide for more information about pricing procedures and setting up service pricing.

To create a service package for service-based pricing

1. Navigate to the Administration - Products screen.
2. In the Products list, create a record, complete the required fields, and save the record.

   The service package should be given a suitable name such as Platinum Service Package, Gold Service Package, and so on.

3. Drill down on the Product field hyperlink.

   The More Info view appears.

4. Select the Service Product check box.
5. Navigate to the Administration - Pricing screen > Price List view.
6. Set up service pricing for the new service product, adding the required information, including:
   • An appropriate price as either a fixed price or as a percentage of the product being covered
   • Products to be covered by the service package
   • Adjustments necessary to the price of the service package

Defining Order or Quote Entitlement-Based Pricing

Orders and quotes can have associated entitlements that provides special pricing for all line items in the order and quote. This capability is also known as contract-based pricing.

NOTE:  By default, entitlement-based pricing is not enabled in Field Service. The Pricer module is required if you wish to perform special pricing on products based on their entitlements.

Order and quote entitlement-based pricing is managed through the Pricing Procedure - Calculate Net Price workflow. See Siebel Pricing Administration Guide for more information about pricing procedures and the Product Selection and Pricing (PSP) engine.

To generate contract-based pricing of orders

1. Navigate to the Service Order screen > List view.
2. Drill down on a selected order and click the Line Items view tab.
3. Make sure that an entitlement has been selected.
4. From the menu drop-down list, select Reprice.
5. In the Totals view, from the menu drop-down list, select Save.

   The Reprice command sends the order, line items, and the selected entitlement to the Pricing Engine. The engine prices each line item and includes any special pricing defined under the entitlement.

To generate entitlement-based quote pricing

1. Navigate to the Quotes screen > Quotes List view.
2. Select a quote record and then scroll down to the Quotes form.
3. Click the show more button to display additional fields.
4. In the Entitlement field, enter an entitlement.
5. Drill down on the Name field and click the Line Items view tab.
6. Click the menu button and select the Reprice All option.

   Reprice All returns a price list for all line items and provides information on volume discounts.