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Siebel Pricing Administration Guide
What's New in This Release
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Overview of Pricing Administration
About Pricing Administration
Activating Pricing Workflows
Enhancements Introduced in Siebel Pricer Version 7.8
About the Processing Order of Price Adjustments
Clearing Pricing Data from the Cache
Which Type of Promotion Pricing to Use
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Creating and Assigning Price Lists
About Price Lists
About Sales Products and Service Products
Price List Prerequisites
Process of Creating a Price List
Defining a Price List Header
Adding Price List Line Items for Products
Adding Price List Line Items for Service Products
About Setting Up Service Pricing
Setting Up Service Pricing as a Percentage of a Covered Product
Setting Up Service Pricing with Adjustments Based on a Covered Product
About Effective Dates for Pricing Line Items
Giving a Product Multiple Prices with Different Effective Dates
Creating a Price List Line Item for a Simple Product Bundle
Copying and Modifying a Price List
Copying and Transforming a Price List
Importing Price Lists
Assigning Price Lists to Users
Enabling Price List-Specific and Line Item-Specific Pricing Logic
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Creating and Assigning Rate Lists
About Rate Lists
Process of Creating Rate Lists
Creating 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
Process of Creating 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
Using Asset Mapping to Value Assets
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Creating Volume Discounts
About Volume Discounts
About Reusing Volume Discounts for Multiple Currencies
Volume Discounts and Products with Components
Volume Discounts Across Line Items
Process of Setting Up a Volume Discount
Creating a Volume Discount Record
Creating Volume Discount Line Items
Linking the Volume Discount to a Price List or Discount Matrix
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Creating Aggregate Discounts
About Aggregate Discounts
Buy and Receive Products for Aggregate Discounts
Process of Creating Aggregate Discounts
Adding an Aggregate Discount Record
Defining Aggregate Discount Sequence
Attaching an Aggregate Discount Sequence to a Price List
Aggregate Discounts for Buy One, Get One Free Discounts
Aggregate Discounts for Products with Components
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Creating Product Promotions
About Product Promotions
Process of Creating Product Promotions
Setting Up Image Files for Product Promotions
Creating the Product Promotion Record
Specifying Products for Product Promotions
Specifying Pricing for Product Promotions
Defining Eligibility Rules for Product Promotions
Defining Compatibility Rules for Product Promotions
Customizing Recommendation Messages for Product Promotions
Creating Translations of Recommendation Messages for Product Promotions
Specifying Terms and Conditions of Product Promotions
Releasing the Product Promotion
Creating Product Promotions That Upgrade Existing Promotions
Viewing a Summary of a Product Promotion
Managing Versions of Product Promotions
Viewing the Schedules of All Product Promotions
About Product Promotions for Customizable Products
Changing the Cardinality of Components of Product Promotions
Constraining the Products Available for a Component of a Product Promotion
Constraining the Attributes Available for a Product in a Product Promotion
Activating Workflows for Product Promotion
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Creating Product Offers
About Product Offers
About Versions of Product Offers
About Actions for Responses to Product Offers
Process of Creating Product Offers
Creating Product Offers
Creating Responses for Product Offers
Creating Actions for Responses to Product Offers
Creating Eligibility and Compatibility Rules for Product Offers
Creating Product Offer Recommendations
Creating Translations for Product Offer Messages
Releasing Product Offers
Product Offers with Named Parameters
Scenario for Setting Up Product Offers with Named Parameters
Creating Product Offers with Named Parameters
Example of Creating Product Offers with Parent Actions
Modifying Product Offers
Viewing Product Offers for an Account
Tasks for Suppressing Product Offer Recommendations
Suppressing Product Offer Recommendations that Have Been Accepted or Rejected
Suppressing Component Product Recommendations
Migrating Product Offers Using Workspace Projects
Workflow Reference for Product Offers
RAF Create Document Workflow
RAF Update Recommendation Workflow
RAF Update Recommendation SubProcess Workflow
RAF Submit Order Process Workflow
RAF Create Activity Workflow
RAF Product Offer Recommendation For Asset Workflow
RAF Recommendation Driver Workflow
RAF Prepare Header Sub Process Workflow
RAF Prepare Actions Sub Process Workflow
RAF Check Prepaid Balance Workflow
RAF Get Active Document Workflow
RAF Consolidate Actions Sub Process Workflow
RAF Check For Promotion Sub Process Workflow
RAF Ensure New Line Item Workflow
RAF RunProcess Driver Workflow
RAF Get Named Parameter Workflow
RAF Get Named Parameter For Web Call Workflow
RAF Apply Offer To Create Order Web Workflow
RAF Apply Offer To Create Quote Web Service Workflow
Product Offer GetProductOffer Workflow
Product Offer GetProductOfferStructure Workflow
Product Offer GetRecommendedProductOffers Workflow
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Creating Discount Matrices
About Discount Matrices
About Discount Matrix Dimensions
About Discount Matrix Types
Product-Based Adjustment Discount Matrices
Entitlement-Based Adjustment Discount Matrices
Training-Based Adjustment Discount Matrices
Defining a Discount Matrix
Entering Discount Matrix Details
Discount Matrix Integration
About Configuring Discount Matrices
Adding New Dimensions to Existing Discount Matrix Types
Creating New Discount Matrix Types for Custom Tables
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Creating Attribute Adjustments
About Attribute Pricing
Attribute Adjustments Design
About the Attribute Adjustments View
Variable Maps in Attribute Adjustments
Using System Preferences to Set Up Variable Maps for Pricing Adjustments
Using the Variable Maps View to Set Up Variable Maps for Pricing Adjustments
How Attribute Adjustments Apply Rules
Single and Multiple Type Attribute Adjustments
Order of Conditions in Multiple-Condition Pricing Tables
About Wildcards in Attribute Adjustments
Preventing Users from Selecting Invalid Combinations of Attributes
Process of Creating an Attribute Adjustment
Adding an Attribute Adjustment Record
Specifying Attribute Adjustment Dimensions and Domains
Adding Attribute Adjustment Conditions
Associating Attribute Adjustments with Price List Line Items
Example of Creating an Attribute Adjustment Based on Product Attributes
Example of Creating an Attribute Adjustment with Nonproduct Attributes
Guidelines for Creating Attribute Adjustments
How the Pricing Procedure Uses Attribute Adjustments
Upgrade Considerations for Attribute Adjustments
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Setting Up Pricing for Products with Components
About Component-Based Pricing
Impact of Product Versions and Price List Line Item Effectivity on Component-Based Pricing
Viewing a Product's Components in the Pricing Designer
About Setting Up Component-Based Pricing
Setting Up Base Pricing for Products With Components
Setting Up Summation or Rollup Pricing for Products With Components
Viewing and Changing the Reference Price
Viewing the Reference Price
Exposing the Starting Price At in the Product Catalog
Defining a Relationship-Based Price Adjustment
Verifying Component Prices Across Time Intervals
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Creating Pricing Reports
About Pricing Reports
Running Reports
About Creating and Modifying Reports
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Pricing in the Run-Time Application
Pricing Waterfalls
Configuring Pricing Waterfalls
Contract-Based Pricing
About Hierarchical Contract-Based Pricing
Defining Contract Pricing in the Agreements Screen
Defining Contract Pricing in the Discount Matrices View
Giving the Customer the Best Entitlement Price
Multiple Price Types and Totals
About Configuring Pricing Fields in Catalog, eSales, and Configurator
Multiple Currencies in a Quote, Order, or Agreement
Spread Discount Pricing
About the Spread Discount Algorithm
About Use of the Spread Discount Service with Pricing Procedures
About Configuring the Spread Discount Source Field
Totaling and Rollups of Pricing
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Siebel Pricer Technical Reference
Siebel Pricer Architecture
Pricing Procedures and Workflow References
PSP Driver Workflow Process Workflow
Basic Pricing Procedure Workflow
Dynamic Pricing Procedure Workflow
Pricing Procedure - Calculate Net Price Workflow
Pricing Procedure - Aggregate Discounts Workflow
Pricing Procedure - Service Workflow
Switching from Basic to Dynamic Pricing Procedure
Modifying Signals from Basic Pricing Procedure to Dynamic Pricing Procedure
Manually Enabling the Dynamic Pricing Procedure
Manual Signal Modifications for Siebel Business Applications and Industry Applications
Manual Signal Modifications for Communications, Media and Energy Applications
Miscellaneous Pricing Workflows
PSP Dynamic Matrix - Refresh Matrix Cache Workflow
PSP Waterfall Synch to DB Workflow
Spread Discount Driver Workflow
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Siebel Pricer Deployment and Integration
About Pricing Integration
Integration Methods for Siebel Pricer
Internal Integration of Siebel Pricer
Changing the Base Class of the Business Component to User CSSBCOrderMgmtBase
Setting Up the Context Service Variable Map Integration Object and Mode
Triggering CalculatePriceForOpportunity
Designing the CalculatePriceForOpportunity Signal
Creating an Integration Object
Creating the Variable Map
Creating the Pricing Procedure
Sample Pricing Procedure for Internal Integration
External Integration of Siebel Pricer Using Pricer as a Service
Sample XML Input Property Set for External Integration
Sample XML Output Property Set for External Integration
Siebel Pricing Manager API Reference
Workflows for External Pricing API
CalculatePriceExternal Workflow
Get Config Item Price Workflow
Get Product List Price Workflow
Cache Configuration Settings
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