Generating Entitlement-Based Pricing for Orders or Quotes

Orders and quotes can include associated entitlements that provide special pricing for all line items in the order or quote. This capability is entitlement-based pricing.

Note: By default, entitlement-based pricing is not enabled in Siebel Field Service. You need the Siebel Pricer module if you want to perform special pricing on products by using product entitlements.

Order and quote entitlement-based pricing is managed through the Pricing Procedure - Calculate Net Price workflow. For more information about pricing procedures and the Product Selection and Pricing (PSP) Engine, see Siebel Pricing Administration Guide.

To generate entitlement-based pricing for an order

1. Navigate to the Service Orders screen, then the List view.

2. Drill down on the Order number (#) field for a selected order, and click the Line Items view tab.

3. Make sure that an entitlement is selected in the Entitlement field of the appropriate line items.

4. Select an order line item with an entitlement, click the menu button, and select one of the following commands:

   • Reprice. The Pricing Engine calculates the price for the entitlement in the selected order line item.

     To calculate this price, the Pricing Engine uses the associated price list and pricing procedure.

   • Reprice All. The Pricing Engine calculates the price for the entitlements in the appropriate line items.

     To calculate these prices, the Pricing Engine uses the associated price list and pricing procedure.

5. In the Totals view, click the menu button, and select Save.

   You can also generate entitlement-based pricing for a quote.

To generate entitlement-based pricing for a quote

1. Navigate to the Quotes screen, then the List view.

2. Select a quote record, and then scroll down to the Quotes form.

3. Click the show more button to display additional fields.

4. In the Entitlement field, select an entitlement.

5. Drill down on the Name field for the quote, and click the Line Items view tab.

6. Select quote line item, click the menu button, and select one of the following commands:

   • Reprice. The Pricing Engine calculates the price for the entitlement in the selected quote line item.

     To calculate this price, the Pricing Engine uses the associated price list and pricing procedure.

   • Reprice All. The Pricing Engine calculates the price for the entitlements in the appropriate line items.

     To calculate these prices, the Pricing Engine uses the associated price list and pricing procedure.