Process of Setting Up Special Pricing Authorization

To set up SPA, perform the following tasks:

1. "Setting Up the SPA Approval Flow"

2. "Activating HTIM SPA Workflows"

3. "Setting Up Price Lists"

4. "Assigning a Price List to a Partner"

Setting Up the SPA Approval Flow

Setting up the SPA approval flow involves defining a list of users who are required to approve SPA quotes and defining whether SPA approval is parallel or sequential.

This task is a step in "Process of Setting Up Special Pricing Authorization".

To set up the SPA approval flow  

1. Navigate to the Administration - Application screen, then the Approval Admin view, and then click Query.

2. In the Approval Item field, enter SPA Quote Approval, and click Go.

3. In the Approval Flow Type field, do one of the following:

   • Select Parallel if only one user is required to approve an SPA quote.

   • Select Sequential if SPA quotes must be approved by multiple users.

4. In the Approval Stage subview, define the list of users or positions that are required to approve SPA quotes.

Activating HTIM SPA Workflows

This task is a step in "Process of Setting Up Special Pricing Authorization".

To activate HTIM SPA workflows  

1. Navigate to the Administration - Business Process screen, then the Workflow Deployment view, and then click Query.

2. In the Name field, enter HTIM SPA, and click Go.

3. Activate all the HTIM SPA workflow processes.

Setting Up Price Lists

If you want to use default product prices for SPA, you must set up the appropriate price lists.

This task is a step in "Process of Setting Up Special Pricing Authorization".

To set up price lists  

• Do one of the following:

  • Create a new price list, if necessary.

    For more information on creating price lists, see Siebel Pricing Administration Guide.

  • Use an existing price list, and verify that all products to be used in SPA are included.

Assigning a Price List to a Partner

The final SPA setup task is to assign a price list to each partner.

This task is a step in "Process of Setting Up Special Pricing Authorization".

To assign a price list to a partner  

1. Navigate to the Administration - Partner screen, then the Registered Partners view, and drill down on the appropriate partner.

2. In the More Info tab, select the appropriate price list.

Repeat this procedure for all partners involved in SPA.