Siebel eFinance Guide > Commercial Loans > End-User Procedures >

Setting Pricing and Fees

End users can use the Pricing and Fees view to set up the pricing and fees for facilities. For example, an organization may charge a setup fee for each facility created. The end user can use the Fees list to add a fee.

The prices and fees that appear in the Pricing and Fees view are populated automatically with data from the products that the administrator has set up. For more information on creating new products, see Products and Pricing or see Product Administration Guide.

To set the pricing and fees for a facility

  1. Navigate to the Commercial Loan screen.
  2. From the Show drop-down list, select My Requests.
  3. In the Request list, select a commercial loan request.
  4. Click the Pricing and Fees view tab.
  5. In the Borrower list, select a borrower.
  6. In the Loan Facility list, select a facility for the borrower.

    The Rates list and the Fees list are automatically updated.

  7. To add a new rate, add a record in the Rates list, and complete the necessary fields.
  8. To add a new fee, add a record in the Fees list, and complete the necessary fields.

 Siebel eFinance Guide 
 Published: 20 October 2003