Siebel Pricing Administration Guide > Creating and Assigning Price Lists > Process of Creating a Price List >

Defining a Price List Header


This task is a step in Process of Creating a Price List.

Each price list is defined by the data in its header, which includes its name, describes its purpose, and specifies the time period when it will be effective.

The price list header does not hold the actual prices for products. Prices are in the associated price list line items.

To define a price list header

  1. Navigate to the Administration - Pricing screen, then Price Lists view.
  2. In the Price Lists list, add a new record and complete the necessary fields.

    Some fields are described in the following table:

    Field
    Comments

    Name

    Enter a meaningful name for this price list. Overwrite any Siebel-Pricer-generated name.

    If many price lists appear in your Siebel application, then use a consistent naming convention to name all your price lists.

    Cost List

    Select the cost list you want to associate with this price list.

    Currency

    Enter the default currency for this price list.

    Shipping Method

    Select one default shipping method you want to associate with this price list. This appears as the default Shipping Method when a run-time user creates a quote or order that specifies this price list.

    Payment Terms

    Select one default set of payment terms to be associated with this price list. This selection appears as the default data for Payment Terms when a run-time user creates a Quote or Order that specifies this price list.

    Organization

    Select all the organizations that may have prices controlled by this price list. For more information, see Assigning Price Lists to Users.

    Ship Method

    Enter the mode used for shipping such as air, ground, and so on.

    Shipping Terms

    Select one default shipping charge protocol that you want to associate with this price list. This appears as the default Shipping Terms data when a run-time user creates a quote or order that specifies this price list.

    Effective From

    Enter the date and time when this price list will become effective. By default, Siebel Pricer assigns the current system date and time when you first create the Price List record.

    Effective To

    Enter the date and time when this price list will become ineffective. After this time, Siebel applications will not be able to use this price list.

    Updated By

    By default, Siebel Pricer assigns the user name used to log in to the current session in which this Price List record is created.

    Last Updated

    By default, Siebel Pricer assigns the current system date and time when you most recently saved this Price List record.

    Integration ID

    If this Siebel-Pricer-generated ID appears, then you can use it as a unique identifier for this price list to assist with integration tasks. The Integration ID field is used for integration with external applications. This field is populated by Siebel EAI connectors. 

    Pricing Procedure

    Select a custom pricing procedure. The pricing logic in this procedure will be applied to all the line items in the price list. Before this field is available, you must do the setup work described in Enabling Price List-Specific and Line Item-Specific Pricing Logic.

    Aggregate Discount Sequence

    Select an aggregate discount sequence in order to apply aggregate discounts to the price list. For more information, see Creating Aggregate Discounts.

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