Pricing Administration Guide > Bundling and Aggregate Pricing Factors > Bundling Type Pricing Factors >

Defining a Bundling Type Pricing Factor


After you have defined them, you can associate customizable products with any available bundling-type pricing factor, even if that pricing factor was created for a different product and is associated with other products.

This procedure assumes that you are familiar with the overall process for creating and applying a pricing model, described in The Process of Creating and Applying a Pricing Model.

NOTE:  Siebel ePricer application does not automatically add, or suggest the addition of, Receive products. You should use the pricing factor Comments field to insert upsell messages. An upsell message may say something like, "If you buy 3 Brand X printers, you can buy 3 printer cartridges for 50% off."

To define a new bundling type pricing factor

  1. From the application-level menu, choose View > Site Map > Pricing Administration >Pricing Model Manager.

    The Pricing Model Manager list appears.

  2. In the Pricing Model Manager list, select the pricing model in which you want to create a new bundling type pricing factor.
  3. If the Locked field of this pricing model record does not already have a check mark in it, click it to add the check mark in order to lock it.
  4. In the Pricing Factor Designer list, click New.
  5. In the new record in the Pricing Factor Designer list, enter the information described in Table 28:
    1. In the Type field, select Bundling.
    2. In the Sequence field, enter a number so this bundling type pricing factor is processed after all single, matrix-based, or script-based pricing factors, and before all aggregate type pricing factors.
  6. In the new Pricer Factors form, enter the information described in Table 32.
    Table 32.  Pricer Factor Form Fields
    Pricer Factor Form Fields
    Entry

    Name

    Replace the system-generated name with a unique, meaningful name.

    Business Component Name

    Select a Siebel business component. The following business components are valid for aggregate type pricing factors: Order Entry - Line Item, Quote Item, FS Agreement Item, Customizable Product.

    Next When True

    If you are using the Pricing Factor Flow Chart Designer, this read-only field displays the factor to be executed next if this factor evaluates as true. For more information, see Using the Pricing Factor Flow Chart Designer.

    Next When False

    If you are using the Pricing Factor Flow Chart Designer, this read-only field displays the factor to be executed next if this factor evaluates as false. For more information, see Using the Pricing Factor Flow Chart Designer.

    Active

    Click the check box to activate or deactivate the pricing factor.

    A pricing factor will not execute when it has been deactivated. If it appears in a decision flow path, it will be interpreted as a factor that did not meet the conditions for execution.

    Comments

    Optionally, enter comments explaining this pricing factor to the end user. The comment entered here appears in the quote's or order's pricing comments field. This may be an upsell message, such as "If you order Two MegaRam Video Memory cards and one DeathMogul IV CD, the DeathMogul CD is free!"

  7. In the Pricing Factors Designer list, click the hyperlinked name of the bundling pricing factor.

    A Pricing Factors Item list appears at the bottom of your screen.

  8. In the Pricing Factors Item list, click New.

    In the new Pricing Factors Item record, enter the information in described in Table 33.

    Table 33.  Pricing Factor Items Form Fields
    Pricing Factor
    Items Form Field
    Entry

    Sequence

    Enter a sequence number that helps you organize the items in this product bundle. You can sort the items from lowest to highest or highest to lowest.

    Quantity

    Enter the required quantity of this product for this product bundle. Required quantities of all Buy products must be ordered for the adjustment to be applied. The adjustment is applied to Receive products only if the required quantity is ordered. You cannot set a negative quantity for either a buy or a receive product.

    If this is a component-based product, then all instances of it must be identical to satisfy the quantity requirement.

    Product Name

    Click the select button, and select the products for a product bundle.

    Buy

    Add a check mark it this is a Buy product. The order must contain required quantities of all Buy products for any adjustment to be applied.

    Receive

    Add a check mark if this is a Receive product. If the order contains required quantities of the Buy products, then adjustments are also applied to the Receive products ordered in the required quantities.

    Adjustment Type

    Specify the adjustment type for this product, such as % Discount or Markup Amount. For more information, see Creating Pricing Models and Pricing Factors.

    Adjustment Amount

    Specify the adjustment amount for this product. For more information, see Creating Pricing Models and Pricing Factors.

  9. Continue to add records to the Pricing Factors Item list, until you have added all the products in the bundle.

NOTE:  If you are defining a bundling pricing factor for use with a component-based product, you must also reference the data in the Product Designer list, which appears when you click on the hyperlinked name of the bundling pricing factor in the Pricing Factors Designer.

Pricing Administration Guide