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Assigning Price Lists to Partner Companies


This task is a step in Process of Sharing Master Data with Partners.

In order for a partner to access your company's products, you must assign it a price list as well as a buying catalog.

Buying catalogs are catalogs that contain products you sell. They are set up in the same way as other catalogs, which were discussed earlier in this section. For example, you can give different internal divisions and partners access to different buying catalogs in the same way that you give them access to different literature catalogs. A buying catalog must have the value "Buying" in the Catalog Type field.

CAUTION:  If you do not set the Catalog Type to Buying, users will be able to see products in the InfoCenter and All Product Lists view, but the Catalog screen will be empty.

Buying catalogs do not contain prices. Price lists are stored separately from buying catalogs to give you greater flexibility. You could use this flexibility in several ways—for example:

  • All resellers of a certain product line might have access to the same catalog; you put them all in the same access group, and you give the group access to the catalog. However, you might give resellers a discount that is determined by sales volume, so each reseller needs a different price list.
  • All resellers of a certain product line might have access to the same catalog and to the same price list. In this case, there are no volume discounts and no special deals. Regardless of what product lines you sell, you pay the same price.

Price lists should contain prices for every product; products are visible only if they are included in the price list as well as in the catalog. Each partner should be assigned a price list; you can assign the same price list to multiple partners, or assign a unique price to each partner if necessary.

For more information about creating pricing models and price lists, see Siebel Pricing Administration Guide.

To assign a price list to a partner organization

  1. Make sure the price list to be assigned has already been created in the Siebel PRM Manager or some other Siebel Business application.
  2. Navigate to the Administration - Partner screen > Registered Partners view.
  3. In the Registered Partners list, drill down on the name of the partner company for which you want to assign a price list.
  4. Click the Price Lists view tab.

    The Price Lists list appears.

  5. In the Price Lists list, add a new record.

    The Add Price Lists dialog box appears.

  6. Select the price list you want to assign to the company, and click OK.

    The Price Lists list appears with the price list that you selected added to it.

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