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Creating Condition Templates

The contract administrator can create templates for new conditions. These condition templates enable users to more easily add conditions to benefits in agreements.

This task is a step in Process of Administering Siebel Advanced Contracts.

To create a condition template

1. Navigate to the Administration - Contracts screen, then the Entitlement Templates view.
2. Select an existing entitlement template, or create a new entitlement template.
3. Click the Benefits view tab to view benefit templates.

   When you click the Benefits view tab, the Conditions list also appears.

4. Select a benefit record, create a new condition record in the Conditions list, and complete the fields as appropriate.

   NOTE:  You can use AND, OR, and other expressions to define the condition.

   Some fields are described in the following table.

   Field	Comments
   Order	Type the sequence number of the condition.
   Type	Select the condition type. Values include Volume and Growth.
   Subtype	Select the condition subtype. Values include Product and Product Line.
   Operator	Select the logical operator that defines the condition, for example, when more than 3,000 products are ordered (operator is >), or when membership is Gold (operator is =).
   Target Amount	Type the target amount to reach to satisfy the condition.
   Target U/M	Select the measurement unit for the target amount. Values include Currency and Units.
   Enforceable	Select this check box to indicate the condition is enforced when determining benefit delivery. You can clear this check box to learn more about the customer so that you can negotiate better agreements in the future without affecting benefit delivery.
   Description	Type a brief description of the condition.
   Status	Select the status of the condition. Values include Active and Exhausted.
   Timing	Select the timing of the condition. For example, if you select Quarterly, then the condition must be met in a single quarter.
   Comments	Type additional comments for the condition.
   Current Amount	Type the existing amount used to evaluate the condition. For example, for this condition: revenue > $40,000, the Current Amount field tracks the current revenue.
   Range	Type a value for the range around the target amount.
   Range U/M	Select the unit of measurement for the Range field.
   Expression	Type an expression to define complex conditions, such as conditions with logical complexities or complex field combinations.
   Adjustment Value	Type the adjustment value. This field adjusts the benefit by using the condition (for example, adjust the benefit to 0% discount).
   Adjustment U/M	Select the unit of measurement for the Adjustment Value field.
   Mix %	Type the mix percentage. You can use this field to track expected purchases (for example, 20% Product A, 15% Product B, and so on).
   Type of Calculation	Select the type of calculation that adjusts the benefit amount.
   Tier	Type the value for the tier of the condition. Different conditions can apply to different tiers of customers.
   Product Category	Select the product category associated with the condition. This field applies when you select Product Category in the Subtype field.
   Product	Select the product associated with the condition. This field applies when you select Product in the Subtype field.
   Product Line	Select the product line associated with the condition. This field applies when you select Product Line in the Subtype field.
   Product Class	Select the product class associated with the condition. This field applies when you select Product Class in the Subtype field.
   Target Currency	Select the currency for the target amount. This field applies when the Target U/M field is Currency.
   Target Exchange Date	Select the exchange date for the target currency. This field applies when the Target U/M field is Currency.
   Range Currency	Select the currency for the range amount. This field applies when the Range U/M field is Currency.
   Range Exchange Date	Select the exchange date for the range currency. This field applies when the Range U/M is Currency.
   Adjustment Currency	Select the currency for the adjustment amount. This field applies when the Adjustment U/M field is Currency.
   Adjustment Exchange Date	Select the exchange date for the adjustment currency. This field applies when the Adjustment U/M field is Currency.
   Condition Object Name	Select a business object containing the field used to evaluate the condition.
   Condition Object Field	Select a field in the business object in the Condition Object Name field. This field is used to evaluate the condition.
   Count Method	Select the count method for the condition. A value of Increment indicates to increment the Current Amount field. A value of decrement indicates to decrement the Current Amount field.