Pricing Administration Guide > Creating and Assigning Rate Lists > The Process of Creating a New Rate List >

Creating a Rate List Record

The Rate List record includes general information about the rate list as a whole, such its name, its description, and the time period when it will be effective.

To create a rate list record

  1. From the application-level menu, choose View > Site Map > Pricing Administration > Rate List.
  2. In the Rate Lists list, click New.

    3. A new Rate List record appears.

  3. Enter information in the new record and in the More Info form, as described in Table 4.

    4. Table 4. Rate List Header Fields
    Field
    Explanation
    Name
    Required. Enter a unique, meaningful name for this rate list.
    Description
    Optional. Enter a description of the rate list for your own use.
    Cost List
    Optional. Select the cost list to be associated with this rate list.
    Effective From
    Required. Enter the date and time when this rate list will become effective. By default, the application assigns the current system date and time when you first create the Rate List record.
    Effective To
    Optional. Enter the date and time when this rate list will become ineffective. After this time, Siebel applications will not be able to use this rate list. If no value is entered here, the rate list remains in effect indefinitely.
    Updated By
    Required. By default, the application assigns the user name used to log in to the current session in which this Rate List record is created.
    Last Updated
    Required. By default, the application assigns the current system date and time when you most recently saved this Rate List record.
    Organization
    Required. Select all the organization which may have rates controlled by this rate list. For more information see, Assigning a Rate List to a User.


 Pricing Administration Guide 
 Published: 18 April 2003