Creating Benefit Templates

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

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

To create a benefit 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 associated with the selected entitlement template.

4. Create a new benefit template record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Priority	Type a value for the priority of the benefit in relation to other benefits.
   Name	Type the name of the benefit (for example, Rebate on a product).
   Type	Select the type of benefit. Values include Credit and Rebate.
   Schedule	Select the benefit schedule. Values include Weekly and Quarterly.
   Amount	Type the total amount of the benefit in the unit defined in the U/M field.
   U/M	Select the measurement unit for the benefit. Values include Currency and Percent.
   Status	Select the current status of the benefit. Values include Active and On Hold.
   Action Basis	Select the basis for evaluating or delivering the benefit. For example, if an invoice for a quantity of products initiates the benefit, then the Action Basis field is Invoice.
   Action Method	Select the action that the Action Basis field produces. For example, if adjusting the invoice administers an allowance, then the Action Method field is Adjustment.
   Current Amount	Type the existing amount of the benefit or the current liability for the benefit. Take into account any past adjustments.
   Description	Type a brief description of the benefit.
   Benefit Basis	Select the basis for the benefit. This field applies when the benefit amount is variable and calculated using another value. For example, for a 10% of invoice amount, the Benefit Basis field is Invoice Amount.
   Benefit Price	Select the price for the benefit. This field applies when the benefit amount is variable and calculated using another value. For example, for a 5% discount, the Benefit Price field is the starting price for Siebel Pricer.
   Benefit Constraint	Type the maximum or minimum amount of the benefit calculated using the Benefit Basis and Benefit Price fields.
   Tier	Type the value for the tier of the benefit. Different benefit definitions can apply to different tiers (for example, 10% discount for Tier 1, 15% discount for Tier 2, and so on). The volume of purchases determines the appropriate tier.
   Division	Select the division associated with the benefit.
   Product Category	Select the product category associated with the benefit.
   Product	Select the product associated with the benefit.
   Product Class	Select the product class associated with the benefit.
   All Products	Select this check box to indicate all products are associated with the benefit.
   Level	Select the level associated with the benefit. Values include Account, Agreement, and Entitlement.
   Comments	Type additional information related to the benefit.
   Reset	Select this check box to indicate the benefit is reset. For example, the benefit is reset, if exhausted, when you renew the agreement or annually.
   Conditions Relationship	Select the condition relationship for the benefit. A value of AND indicates all conditions must be met to deliver the benefit. A value of OR indicates only 1 condition must be met to deliver the benefit.
   Adjustment Amount	Type the adjustment amount. This field applies when the Action Method field is Adjustment.
   Adjustment Currency	Select the currency associated with the Adjustment Amount field.
   Adjustment Exchange Date	Select the exchange date for the currency in the Adjustment Currency field.
   Product Line	Select the product line associated with the benefit.
   Amount Currency	Select the currency when the U/M field is Currency.
   Amount Exchange Date	Select the exchange date for the currency in the Amount Currency field.
   Count Method	Select the count method for the benefit. A value of Increment indicates to increment the Current Amount field when you deliver the benefit. This value tracks the amount of delivered benefit. A value of decrement indicates to decrement the Current Amount field when you deliver the benefit. This value tracks the remaining benefit liability.