Siebel Field Service Guide > Agreements >

Setting Up Agreements

Use the following procedures to set up agreements and entitlements.

To define 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. Add a 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.

To define contract-based pricing of orders

1. Navigate to the Orders screen > Service Orders view.
2. Drill down on a selected order and click the Line Items view tab.
3. From the menu drop-down list, select Reprice.
4. 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. For more information about special pricing, see Order-Entitlement-Based Pricing.

To create non-recurring charge (NRC) plans

1. Navigate to the Administration - Contracts screen > Non-Recurring Plans view.
2. Add a record. For more information, see Non-Recurring Plans View.
3. (Optional) To make the NRC plan available for use, select the Active check box.
4. (Optional) Select the Commit check box to convert this record to read-only.

   NOTE:  To use an NRC plan, it must be active and committed.

To create usage charge plans

1. Navigate to the Administration - Contracts screen > Use Plans view.
2. Add a record and complete the fields as appropriate. For a description of the Estimate check box, see Use Plans View.
3. Click the Plan Details view tab.
4. In the Plan Details view, add a record and complete the fields as appropriate. The usage charge is based on asset readings or estimates for this product.
5. Repeat Step 4 for each product included in the use plan.

To define pricing for a use plan

1. Navigate to the Administration - Contracts > Use Plans view.
2. Select a use plan record and click the Plan Details view tab.
3. Add a record and complete the fields as appropriate. For more information, see Pricing Subview.

Asset-Based Matrix 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 matrix 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 combination, price from the price list, or price list entry, and supply information on volume discounts.

To configure asset-based matrix pricing, an administrator must use the Siebel Pricing Configurator to set up a matrix based-pricing model. For more information, see Pricing Administration Guide.

For a pricing model, the following data allows asset-based pricing:

• Pricing Factor Name: any
• Type: Matrix
• Matrix Bus Object: Admin Price List
• Matrix Bus Comp: FS Product Price Item Details
• Matrix Search Spec (for Agreements):, [Price List Id]={Service Agreement.Price List Id} AND [Parent Product Id]={FS Agreement Item.Product Id} AND [Product Id]={FS Agreement Item.Covered Asset Product Id}
• Matrix Search Spec (for Quotes):, [Price List Id]={Quote.Price List Id} AND [Parent Product Id]={Quote Item.Product Id} AND [Product Id]={Quote Item.Covered Asset Product Id}

Order-Entitlement-Based Pricing

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

To configure contract-based pricing, an administrator must use the Siebel Pricing Configurator to set up a matrix-based pricing model. For more information, see Pricing Administration Guide.

For a pricing model, the following data allows contract-based pricing:

• Pricing Factor Name: any
• Type: Matrix
• Matrix Bus Object: Service Agreement
• Matrix Bus Comp: FS Entitlement Pricing Details
• Matrix Search Spec (for Orders):, [Entitlement Id]={Order Entry - Line Items.Entitlement Id} AND [Product Id]={Order Entry - Line Items.Product Id}