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Pricing Administration Guide
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Introduction
How This Guide Is Organized
Revision History
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Overview
About Pricing Administration
Logging On as the Siebel Administrator
The Processing Order of Price Adjustments
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Creating and Assigning Price Lists
About Price Lists
Price List Prerequisites
Optional Prerequisites
The Process of Creating a New Price List
Creating a Price List Header
Creating Price List Line Items
Creating a Price List Line Item for a Simple Product Bundle
Copying and Modifying a Price List
Copying and Transforming a Price List
Using the Deep Copy Option to Transform Price Lists
Configuring the Transform Price List Form to Use Additional Data
Importing Price Lists Using Siebel EIM
Assigning a Price List to a User
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Creating and Assigning Rate Lists
About Rate Lists
The Process of Creating a New Rate List
Creating the Resources as Products
Creating a Rate List Record
Creating Rate List Line Items
Copying and Modifying a Rate List
Copying and Transforming a Rate List
Assigning a Rate List to a User
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Creating and Using Cost Lists
About Cost Lists
The Process of Implementing Cost Lists
Creating the Price List or Rate List the Cost List Will Reference
Creating the Cost List Record
Creating the Cost List Line Item Records
Entering the Indirect Costs
Associating the Cost List with a Price List or Rate List
Updating a Price List's Costs
Viewing the Product Cost and Margin
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Creating Volume Discounts
About Volume Discounts
About Simple and Tiered Volume Discounts
The Process of Setting Up a Volume Discount
Creating a Volume Discount Record
Creating Volume Discount Line Items
Linking the Volume Discount to a Product
Volume Discounts and Customizable Products
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Creating Promotions and Deals
About Promotions and Deals
The Process of Creating Promotions
Creating a Fund
Creating a Corporate Promotion
Creating an Account Promotion
Adding Products to the Account Promotion
Creating Promoted Product Deals
Creating Bundled Product Deals
Creating Payments Against Promoted Product Deals
The Customer's Experience of Promotions
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Creating Pricing Reports
About Pricing Reports
Descriptions of Available Reports
Running Reports
About Creating and Modifying Reports
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Setting Up Component-Based Pricing
Component-Based Versus Attribute-Based Pricing
About Component-Based Pricing
Viewing a Product's Components in the Pricing Designer
About Setting Up Component-Based Pricing
Setting Up Base Pricing
Setting Up Summation or Roll-Up Pricing
Viewing and Changing the Reference Price
Creating a Relationship-Based Price Adjustment
About Pricing Models for Component-Based Products
Constraints on Pricing Models for Component-Based Products
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Setting Up Attribute-Based Pricing
About Attribute-Based Pricing
About Attribute-Based Pricing Tables
Decisions About Attribute-Based Pricing Table Design
Single Attribute and Multiple Attribute Pricing Tables
Decisions About Design of Multiple Attribute Pricing Tables
The Process of Creating Attribute Pricing Tables
Creating the Attribute Pricing Table Header
Selecting Attributes That Will Trigger Price Adjustments
Adding Adjustment Items
Attaching the Attribute Pricing Table to a Price List Line Item
The Process of Creating Attribute Pricing Tables with the Adjustment Item Generator
Generating Adjustment Items
Completing the Generated Adjustment Items
Deleting Invalid Adjustment Items
Troubleshooting Attribute Pricing Adjustments
Configuring Automatic Navigation for the Adjustment Item Generator
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Creating Pricing Models and Pricing Factors
About Pricing Models and Pricing Factors
Types of Pricing Factors
Business Components Used with Pricing Factors
About Single Type Pricing Factors
The Process of Creating and Applying a Pricing Model
Creating a Pricing Model
Creating Pricing Factors
Linking the Pricing Model to a Price List or Customizable Product
Testing the Pricing Model
Reloading the Pricing Model into the Cache
Unlocking the Pricing Model
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Matrix-Based Pricing Factors
About Matrix-Based Pricing
About Matrix Pricing Business Components
A Preconfigured Matrix-Pricing Business Component
A New Matrix-Pricing Business Component
About Matrix-Based Pricing Factors
The Pricer Factors Form for Matrix-Based Type Pricing Factors
Search Specifications for a Matrix-Based Pricing Factor
The Process of Setting Up Matrix-Based Pricing
Creating a Matrix-Based Pricing Factor
Setting Up a Matrix-Pricing Business Component
Improving Performance of Matrix Pricing
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Bundling and Aggregate Pricing Factors
About Bundling and Aggregate Type Pricing Factors
Processing Order of Bundling and Aggregate Type Pricing Factors
Constraints on Using Bundling and Aggregate Type Pricing Factors
Aggregate Type Pricing Factors
Fields Used to Define the Aggregate Type Pricing Factor
Defining an Aggregate Type Pricing Factor
Bundling Type Pricing Factors
About the Pricing Factor Items List
Defining a Bundling Type Pricing Factor
Bundling Type Price Factors for "Buy One, Get One Free" Discounts
Bundling Type Pricing Factors for Component-Based Products
Bundling Type Pricing Factors for Product Components
Bundling Type Pricing Factors Including Component-Based Products
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Script-Based Pricing Factors
About Scripts and Script-Based Pricing Factors
The Process of Implementing Script-Based Pricing Factors
Defining User Properties for the Script
Planning and Writing the Script
Creating the Script-Based Pricing Factor
Sample Script
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Using Mappings in Pricing Factors
About Mappings in Pricing Factors
About the Comparison Used in a Mapping
Example: A Mapping Based on the Opportunity Business Component
About Search Specifications for Mappings
About Search Specifications in the Pricing Mapping List
About Search Specifications in the Pricing Mapping Definition List
The Process of Setting Up a Pricing Factor with a Mapping
Verifying That a Field Can Be Used in a Mapping
Creating a Mapping Record in the Pricing Mapping List
Defining the Mapping Search Specification in the Pricing Mapping Definition List
Creating a Pricing Factor That Uses a Mapping
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Using the Pricing Factor Flow Chart Designer
About the Pricing Factor Flow Chart Designer
Strategies for Design of Pricing Factors and Decision Flow Logic
About the Design of Decision Flow Logic
Example: Decision Flow Logic for a Compound Pricing Factor
Using the Pricing Factor Flow Chart Designer
Debugging Decision Flow Logic
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Testing and Validating Pricing Models
About Testing and Validating Pricing Models
The Process of Testing Pricing Models
Reloading the Pricing Model for Testing Purposes
Using the Pricing Model Validation Views
Examining the Pricing Engine Log File
Troubleshooting Testing Problems
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Siebel ePricer Deployment and Integration
Supported Integration Mechanisms
About Pricing Integration
Terms and Definitions
About Calls to Pricing Manager
Transports and Adapters
About Using Siebel ePricer as a Business Service
Internal Integration, an Example
Configuring the Opportunity Business Component
Setting Up Products and Pricing information in the Siebel Application
Adding the Opportunity Buscomp to the PRICING_BUS_COMPS LOV
Creating a Pricing Model and Pricing Factors
Associating the Pricing Model with the Price List
Testing Your Work
External Integration
Creating New Business Components
The Property Set Object
Setting Up Property Set Data for CSSPropertySet
Pricing Nonproduct Items
Using the Business Service with SAP, an Example
Creating Business Components
Creating the External Business Object and Compiling the SRF
Setting Up Pricing and Rules
Creating the Business Service
Integration Risks, Constraints, and Best Practices
Virtual Business Components and Matrix-Based Pricing
Siebel Pricing Manager API
Pricing Manager Business Component User Properties
Pricing Manager Business Service Methods
Standard Configuration Settings
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