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Viewing and Recalculating Prices

The user can view the prices many times while developing a quote and order.

Prices are recalculated automatically when the user performs certain actions. The user can also recalculate prices manually at any time, to see the latest price.

This task is part of the Common Tasks for Creating Quotes and Sales Orders

This section describes how the user can view and recalculate prices. It includes the following topics:

• Factors That Impact Prices
• When Prices Are Recalculated
• When to Manually Recalculate Prices

Factors That Impact Prices

The prices for quotes and orders are based on:

• Price list. Determines the list price for each product and the promotional prices for products that have them. For information about setting up price lists, see Siebel Pricing Administration Guide.
• System-based policy discounts. Discounts and markups that are applied automatically, such as volume discounts and deals associated with the account contacts. For information about setting up these policy discounts, see Siebel Pricing Administration Guide.
• Manual discounts. Discounts that are applied manually by sales representatives while they are placing an order, in addition to the system discounts that are defined by the pricing administrator and applied automatically. For information about manual discounts, see Applying a Manual Discount.
• Shipping charges. Determined by the shipping carrier and method indicated on the Fulfillment view tab for the quote or order. For information about shipping charges, see Calculating Shipping Charges.
• Taxes. Calculated on each line item in the quote or order. For information about taxes, see Calculating Taxes.

When Prices Are Recalculated

Prices in a quote or order are automatically recalculated:

• Each time the end user adds an item to a quote or order
• When the end user changes the quantity for a line item
• When the end user changes the price list in the header
• When the end user verifies a quote
• When the end user adds a service product associated with a covered product

NOTE:  Line items are excluded from repricing when the Override Policy Discount field is selected. This field is selected when the end user applies a manual discount to the line item. For more information, see Applying a Manual Discount. If a user wants a line item to be included in a repricing calculation, the user must be sure that the Override Policy Discount field is not checked.

When to Manually Recalculate Prices

At times when prices are not automatically recalculated, end users can manually reprice an individual line item or all line items.

End users must reprice individual line items when they have changed a parameter at the line level (other than product or quantity) that could affect price.

End users must reprice all line items when:

• They want to have a bundle or aggregate-type pricing rule triggered.
• They have changed a field on the quote or order that may affect the price. For example, changing the account might result in using different pricing factors that are associated with account.

NOTE:  If a quote or order included a product with components, then if you reprice one of the component products, the parent product with components is automatically repriced. For example, if the quote or order includes a computer that is a product with components and includes the monitor, mouse, and keyboard that are components of this product, then if you reprice one of the components, the entire computer is also reprices.

Use the following procedure to reprice an individual line item.

To reprice an individual line item

1. Navigate to the quote or order.
2. Click the Line Items view tab.
3. In the Line Items list, select the line item.
4. In the Line Items list menu, select Reprice.

Use the following procedure to reprice all line items.

To reprice all line items

1. Navigate to the quote or order.
2. From the Line Items list menu, select Reprice All.