Siebel Order Management Guide Addendum for Communications > Employee Asset-Based Ordering > Adding Special Rating Items to a Quote or Order >

Adding Special Rating Items to a Quote

To add a special rating product and a special rating list to a quote, follow this procedure.

To add special rating items to a quote

1. Follow the steps for creating a quote as described in the chapter on creating a quote or sales order in Siebel Order Management Guide.
2. Associate the appropriate service account with the quote.
3. In the Line Items list, add a special rating product to the quote as a line item.
4. Assign a special rating list to the special rating product by making a selection in the Special Rating List field of the special rating product line item.

   NOTE:  You can create a new special rating list in the pick list of the Special Rating List field by clicking the New button. You can then add special rating items to the new special rating list by drilling down on the Special Rating List field of the order line item. For more information about creating a special rating list, see the chapter on profiles in Siebel Communications Guide.

5. In the quote, make sure the following conditions apply:
   • If a service bundle includes a component product with its Billing Type set to Special Rating, then at least one other component product must have its Billing Type set to Subscription.
   • A special rating product has a Billing Service Type of null. Hence, all components with a Billing Type of Special Rating must have the same Billing Service Type (that is, null).
   • For each special rating product, the number of items in its associated special rating list must not exceed the maximum list items defined in the special rating product.
6. In the quote form, click Verify.

   Siebel CRM verifies the accuracy of the special rating product in the context of the service bundle.

7. After confirming the accuracy of the quote, you can click Auto Order to convert the quote to an order.