Siebel Order Management Guide Addendum for Communications > Creating Communications Promotion Groups > Process of Setting Up Promotion Groups (Administrators) >

Setting Pricing Adjustments for Memberships, Rewards, and Assets

Promotion groups can offer other benefits besides their associated rewards. You can also apply pricing adjustments to promotion group memberships, assets, and rewards by defining these pricing adjustments for membership definitions and reward definitions associated with the promotion group definition. Additionally, for reward products that have components, you can create pricing adjustments for the components.

This task is a step in Process of Setting Up Promotion Groups (Administrators).

Setting Pricing Adjustments for Memberships and Assets

A benefit offered by a promotion group might be a discount on a membership that is associated with the promotion group. Therefore, you can define membership price adjustments, which are applied to memberships when they are associated with promotion groups. You can also define asset price adjustments, which are applied to assets when they are associated with memberships.

To set a price adjustment for promotion group memberships or assets, follow this procedure.

To set a pricing adjustment for a membership or an asset

1. If you are setting a pricing adjustment for assets associated with a membership, then make sure the Validate Member check box in the membership definition record is selected.

   For more information, see Adding Membership Definitions to a Promotion Group Definition.

   To reprice an asset and apply a discount, that asset must be added to a quote or order. When you select the Validate Member check box, your Siebel application adds the member asset to the quote or order when the membership definition is added.

2. Navigate to the Administration - Product screen, then the Promotion Groups view.
3. In the Promotion Group Definitions list, select the promotion group definition for which you are specifying membership definition pricing.
4. Click the Pricing view tab.
5. If necessary, in the link bar of the Pricing view, click the Memberships link.
6. For each membership definition for which you want to define a price adjustment, add a new record to the Memberships list, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Type	This field specifies the price adjustment type for the adjustment record. The options are as follows: Member Component. This option defines a pricing adjustment for a single membership product. Member Aggregate - Conditional. This option applies an adjustment to a product class or product line. Member Aggregate - Default. This option defines a default pricing adjustment. If a membership product does not match any member component pricing or conditional member aggregate pricing, then the price is adjusted with this default.
   Membership Product	Use this field to select a membership product to which you want to apply a pricing adjustment. Available membership selections are restricted to the membership products associated with the current promotion group definition.
   Promotion	This field enables you to select a promotion to which you want to apply the price adjustment.
   Product Name	Select the product to which the price adjustment applies. If you select a customizable product, then clicking the link in this field takes you to the Pricing Designer, where you can perform pricing adjustments for the product components. For more information, see the chapter on setting up pricing for products with components in Siebel Pricing Administration Guide.
   Class	If you selected Aggregate - Conditional in the Type field, then use this field to select a class to which the adjustment applies.
   Product Line	If you selected Aggregate - Conditional in the Type field, then use this field to select a product line to which the adjustment applies.
   Adjustment Type	Select the type of price adjustment applied to this product. The options are as follows: Discount Amount. The adjustment is subtracted from the product price. % Discount. The adjustment is a percentage of the product price, which is then subtracted from the product price. Markup Amount. The adjustment is added to the product price. % Markup. The adjustment is a percentage of the product price, which is then added to the product price. Price Override. The adjustment is used as the product price, overriding the original price. Multiplicative Amount. Multiplies the target price by the specified adjustment value. Power (Target Price, Power). Raises the target price to the specified exponential value. For example, if the target price is 4, and the adjustment value is 2, then the new price will be 4 to the 2nd power (4 multiplied by 4), which is 16. Round (Current, Decimal Places). Sets the number of decimal places to which the price will be rounded.
   Value	Enter the amount or percentage of the adjustment. How this value is used depends on the selection in the Adjustment Type field. For example, if the Adjustment Type field is set to % Discount and you enter 10 in this field, then the adjusted price is 10 percent less than the list price.

Memberships list fields and their interactions to create membership and asset price adjustments are described in About Adjusting Membership and Asset Pricing.

Setting Pricing Adjustments for Reward Definitions

You can define price adjustments in a reward definition that will be applied to promotion group rewards. You can create both component-type and aggregate-type price adjustments for reward products.

To set a pricing adjustment for a promotion group reward

1. Navigate to the Administration - Product screen, then the Promotion Groups view.
2. In the Promotion Group Definitions list, select the promotion group definition for which you are specifying the reward definition pricing.
3. Click the Pricing view tab.
4. In the link bar of the Pricing view, click the Reward link.
5. For each reward definition for which you want to define a price adjustment, add a new record to the Reward list, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Type	This field specifies the price adjustment type for the adjustment record. The options are as follows: Reward Component. This option defines a pricing adjustment for a single reward product. Reward Aggregate - Conditional. This option applies an adjustment to a product class or product line. Reward Aggregate - Default. This option defines a default pricing adjustment. If a reward product does not match any reward component pricing or conditional reward aggregate pricing, then the price is adjusted with this default.
   Product Name	Select the reward product to which the price adjustment applies.
   Class	If you selected Aggregate - Conditional in the Type field, then use this field to select a product class to which the adjustment applies.
   Product Line	If you selected Aggregate - Conditional in the Type field, then use this field to select a product line to which the adjustment applies.
   Customizable	Read only. This check box is selected if the product in the Product Name field is a customizable product.
   Adjustment Type	Select the type of price adjustment applied to this reward product. The options are as follows: Discount Amount. The adjustment is subtracted from the product price. % Discount. The adjustment is a percentage of the product price, which is then subtracted from the product price. Markup Amount. The adjustment is added to the product price. % Markup. The adjustment is a percentage of the product price, which is then added to the product price. Price Override. The adjustment is used as the product price, overriding the original price. Multiplicative Amount. Multiplies the target price by the specified adjustment value. Power (Target Price, Power). Raises the target price to the specified exponential value. For example, if the target price is 4, and the adjustment value is 2, then the new price will be 4 to the 2nd power (4 multiplied by 4), which is 16. Round (Current, Decimal Places). Sets the number of decimal places to which the price will be rounded.
   Value	Enter the amount or percentage of the adjustment. How this value is used depends on the selection in the Adjustment Type field. For example, if the Adjustment Type field is set to % Discount and you enter 10 in this field, then the adjusted price is 10 percent less than the list price.

6. If you want to define the price adjustments for components of the product associated with this reward, then follow the steps in Setting Pricing Adjustments for Reward Components.

Setting Pricing Adjustments for Reward Components

You can define price adjustments for components of a customizable reward product in a promotion group.

To set a pricing adjustment for a promotion group reward component

1. Navigate to the Administration - Product screen, then the Promotion Groups view.
2. In the Promotion Group Definitions list, select the promotion group definition for which you are specifying reward definition pricing.
3. Click the Pricing view tab.
4. In the link bar of the Pricing view, click the Rewards link.
5. Select a reward definition that has components for which you want to define a price adjustment, and drill down on the link in the Product Name field.

   NOTE:  The Customizable check box is selected for the products that you can customize.

   Your Siebel application displays the Promotion Group Price List Item view. The Promotion Group Price List Item form displays details of the selected product. The Pricing Designer list shows the components of the selected product.

6. In the Pricing Designer list, select a component product.
7. In the Adjustments list below the Pricing Designer list, add an adjustment record for the selected component, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Adjustment Type	Select the type of price adjustment applied to this product. The options are as follows: Discount Amount. The adjustment is subtracted from the product price. % Discount. The adjustment is a percentage of the product price, which is then subtracted from the product price. Markup Amount. The adjustment is added to the product price. % Markup. The adjustment is a percentage of the product price, which is then added to the product price. Price Override. The adjustment is used as the product price, overriding the original price. Tier Based. The adjustment is defined differently for different tiers, where the volume of purchases determines the tier. For example, Tier 1 (5 to 10 items) receives a 10 percent discount, and Tier 2 (11 to 20 items) receives a 15 percent discount.
   Adjustment Value	Enter the amount or percentage of the adjustment. How this value is used depends on the selection in the Adjustment Type field. For example, if the Adjustment Type field is set to % Discount and you enter 10 in this field, then the adjusted price is 10 percent less than the list price.
   Maximum Price	Enter the price that the adjusted price cannot exceed.
   Minimum Price	Enter the price that the adjusted price cannot go below.

8. (Optional) Click Verify Adjustments to view the adjusted prices of the selected component for various time intervals.

About Adjusting Membership and Asset Pricing

The interactions of the fields on the Pricing view, Memberships list allow you to define the context for price adjustments. Guidelines for defining various kinds of price adjustments for memberships and assets are described in this topic.

Membership Price Adjustment Guidelines

A membership price adjustment can only be a component adjustment. You cannot create an aggregate price adjustment for a promotion group membership product. Consequently, the value in the Type field can only be Member Component.

Possible use cases for membership price adjustments are as follows:

• All memberships. The price adjustment applies to all memberships in the promotion group.
• Specific membership. The price adjustment applies to a specific membership in the promotion group.
• Promotion, any membership. The price adjustment applies to a specific promotion associated with any membership in the promotion group.
• Promotion, specific membership. The price adjustment applies to a specific promotion associated with a specific membership in the promotion group.

Table 109 describes which fields to complete and leave blank to define the various types of membership price adjustments. The cell contents signify the following meanings:

• Value. Enter a value in the field.
• Empty. Leave the field blank.

  Table 109. Membership Price Adjustment Field Interactions

  Field Use Case	Membership	Product Name	Promotion	Class	Product Line
  All Memberships	Empty	Empty	Empty	Empty	Empty
  Specific Membership	Value	Empty	Empty	Empty	Empty
  Promotion, Any Membership	Empty	Empty	Value	Empty	Empty
  Promotion, Specific Membership	Value	Empty	Value	Empty	Empty

Asset Price Adjustment Guidelines

A member asset price adjustment can be either a component adjustment or an aggregate adjustment. Consequently, you can select any value in the Type field. For a component adjustment, complete the Product Name field, the Promotion field, or both the fields. For an aggregate adjustment, complete the Class field or the Product Line field.

Possible use cases for member asset price adjustments are as follows:

• Any Asset, any membership. The price adjustment applies to the specified asset regardless of the membership with which the product is associated.
• Promotion asset, any membership. The price adjustment applies to a specific promotion asset associated with any membership in the promotion group.
• Promotion asset, specific membership. The price adjustment applies to a specific promotion asset associated with a specific membership in the promotion group.
• Product asset, any membership. The price adjustment applies to a specific product asset associated with any membership in the promotion group.
• Product asset, specific membership. The price adjustment applies to a specific promotion asset associated with a specific membership in the promotion group.
• All assets, product class. The price adjustment applies to all assets of products in the product class.
• All assets, product line. The price adjustment applies to all assets of products in the product line.

Table 110 describes which fields to complete and leave blank to define the various types of asset price adjustments. The cell contents signify the following meanings:

• Value. Enter a value in the field.
• Empty. Leave the field blank.