1. Field Service Guide
  2. Creating Condition Templates

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.