Contents

• Title and Copyright Information
• Preface

1 What's New in This Release

• What's New in Siebel Pricing Administration Guide, Siebel CRM 21.9 Update
• What's New in Siebel Pricing Administration Guide, Siebel CRM 21.3 Update
• What’s New in Siebel Pricing Administration Guide, Siebel CRM 20.1 Update
• What’s New in Siebel Pricing Administration Guide, Siebel CRM 19.1 Update

2 Overview of Pricing Administration

• Overview of Pricing Administration
• About Pricing Administration
• Activating Pricing Workflows
• Enhancements Introduced in Siebel Pricer Version 7.8
  • Pricing Is Based on Pricing Procedures
  • Effective Dates for Line Items
  • Discount Matrices
  • Attribute Adjustments
  • Price Waterfalls
  • Enhancements in Pricing for Component Products
  • Volume Discount Enhancements
  • Enhancements Across the Application
• About the Processing Order of Price Adjustments
• Clearing Pricing Data from the Cache
• Which Type of Promotion Pricing to Use

3 Creating and Assigning Price Lists

• Creating and Assigning Price Lists
• About Price Lists
• About Sales Products and Service Products
• Price List Prerequisites
  • Optional Prerequisites
• Process of Creating a Price List
  • Defining a Price List Header
  • Adding Price List Line Items for Products
  • Adding Price List Line Items for Service Products
• About Setting Up Service Pricing
  • Setting Up Service Pricing as a Percentage of a Covered Product
    • Pricing a Service as a Percentage of a Covered Product
    • Associating a Service with a Covered Product
  • Setting Up Service Pricing with Adjustments Based on a Covered Product
    • Pricing a Service with Adjustments Based On a Primary Covered Product
    • Associating the Service Product with Covered Products
• About Effective Dates for Pricing Line Items
  • The New Time Interval Overlaps with One Existing Time Interval
  • The New Time Interval Overlaps with Two Existing Time Interval
• Giving a Product Multiple Prices with Different Effective Dates
• Creating a Price List Line Item for a Simple Product Bundle
• Copying and Modifying a Price List
• Copying and Transforming a Price List
• Importing Price Lists
• Assigning Price Lists to Users
• Enabling Price List-Specific and Line Item-Specific Pricing Logic

4 Creating and Assigning Rate Lists

• Creating and Assigning Rate Lists
• About Rate Lists
• Process of Creating Rate Lists
  • Creating Resources as Products
  • Creating a Rate List Record
  • Creating Rate List Line Items
• Copying and Modifying a Rate List
• Copying and Transforming a Rate List
• Assigning a Rate List to a User

5 Creating and Using Cost Lists

• Creating and Using Cost Lists
• About Cost Lists
• Process of Creating Cost Lists
  • Creating the Price List or Rate List the Cost List Will Reference
  • Creating the Cost List Record
  • Creating the Cost List Line Item Records
  • Entering the Indirect Costs
  • Associating the Cost List with a Price List or Rate List
    • Associating a Cost List with a Price List
    • Associating a Cost List with a Rate List
  • Updating a Price List’s Costs
  • Viewing the Product Cost and Margin
    • Viewing a Product Cost and Margin in a Price List
    • Viewing a Product Cost and Margin in a Rate List
• Using Asset Mapping to Value Assets

6 Creating Volume Discounts

• Creating Volume Discounts
• About Volume Discounts
  • About Reusing Volume Discounts for Multiple Currencies
  • Volume Discounts and Products with Components
  • Volume Discounts Across Line Items
• Process of Setting Up a Volume Discount
  • Creating a Volume Discount Record
  • Creating Volume Discount Line Items
  • Linking the Volume Discount to a Price List or Discount Matrix
    • Linking a Volume Discount to a Product in a Price List
    • Linking a Volume Discount to a Line Item in a Matrix

7 Creating Aggregate Discounts

• Creating Aggregate Discounts
• About Aggregate Discounts
• Buy and Receive Products for Aggregate Discounts
• Process of Creating Aggregate Discounts
  • Adding an Aggregate Discount Record
  • Defining Aggregate Discount Sequence
  • Attaching an Aggregate Discount Sequence to a Price List
    • Attaching an Aggregate Discount Sequence to a Price List
    • Attaching an Aggregate Discount Sequence to a Price List Line Item
• Aggregate Discounts for Buy One, Get One Free Discounts
• Aggregate Discounts for Products with Components

8 Creating Product Promotions

• Creating Product Promotions
• About Product Promotions
• Process of Creating Product Promotions
  • Setting Up Image Files for Product Promotions
  • Creating the Product Promotion Record
  • Specifying Products for Product Promotions
    • Specifying Individual Products for a Product Promotion
    • Specifying Product Lines or Product Classes for a Product Promotion
  • Specifying Pricing for Product Promotions
    • Specifying Price Adjustments for Individual Products in a Product Promotion
    • Specifying Price Adjustments Applied to a Product Class or a Product Line in a Product Promotion
    • Setting Up Promotion Price Adjustments for Components
  • Defining Eligibility Rules for Product Promotions
  • Defining Compatibility Rules for Product Promotions
  • Customizing Recommendation Messages for Product Promotions
  • Creating Translations of Recommendation Messages for Product Promotions
  • Specifying Terms and Conditions of Product Promotions
    • Entering the Customer’s Commitment
    • Entering Penalties for Canceling the Commitment
    • Entering Terms Displayed to the Customer
  • Releasing the Product Promotion
• Creating Product Promotions That Upgrade Existing Promotions
• Viewing a Summary of a Product Promotion
• Copying a Bundled Promotion or Coupon
• Managing Versions of Product Promotions
  • Creating Product Promotion Versions with Different Effective Dates
• Viewing the Schedules of All Product Promotions
• About Product Promotions for Customizable Products
  • Changing the Cardinality of Components of Product Promotions
  • Constraining the Products Available for a Component of a Product Promotion
  • Constraining the Attributes Available for a Product in a Product Promotion
  • Defining Commitment for Customizable Product Relationships in Bundle Promotions
  • Activating Workflows for Product Promotion

9 Creating Product Offers

• Creating Product Offers
• About Product Offers
  • Product Offers on Low-Interactivity Channels
  • Product Offers and Promotions
• About Versions of Product Offers
• About Actions for Responses to Product Offers
• Process of Creating Product Offers
  • Creating Product Offers
  • Creating Responses for Product Offers
  • Creating Actions for Responses to Product Offers
    • Creating Parameters for Actions That Invoke Workflows
  • Creating Eligibility and Compatibility Rules for Product Offers
  • Creating Product Offer Recommendations
  • Creating Translations for Product Offer Messages
  • Releasing Product Offers
• Product Offers with Named Parameters
  • Scenario for Setting Up Product Offers with Named Parameters
  • Creating Product Offers with Named Parameters
• Example of Creating Product Offers with Parent Actions
• Modifying Product Offers
• Product Offers for Multiple Products
• Viewing Product Offers for an Account
• Tasks for Suppressing Product Offer Recommendations
  • Suppressing Product Offer Recommendations that Have Been Accepted or Rejected
  • Suppressing Component Product Recommendations
• Migrating Product Offers Using Workspace Projects
• Scenarios for Product Offers for Multiple Products Using Web Services
  • Scenario for a New Customer to Create a Quick Quote
  • Scenario for a New Customer to Add Items to an Existing Quote
  • Scenario for Upsell Offers
  • Scenario for Changing Service Plan
  • Scenario for Build Your Own Bundle
• Workflow Reference for Product Offers
  • RAF Create Document Workflow
  • RAF Update Recommendation Workflow
  • RAF Update Recommendation SubProcess Workflow
  • RAF Submit Order Process Workflow
  • RAF Create Activity Workflow
  • RAF Product Offer Recommendation For Asset Workflow
  • RAF Recommendation Driver Workflow
  • RAF Prepare Header Sub Process Workflow
  • RAF Prepare Actions Sub Process Workflow
  • RAF Check Prepaid Balance Workflow
  • RAF Get Active Document Workflow
  • RAF Consolidate Actions Sub Process Workflow
  • RAF Check For Promotion Sub Process Workflow
  • RAF Ensure New Line Item Workflow
  • RAF RunProcess Driver Workflow
  • RAF Get Named Parameter Workflow
  • RAF Get Named Parameter For Web Call Workflow
  • RAF Apply Offer To Create Order Web Workflow
  • RAF Apply Offer To Create Quote Web Service Workflow
  • Product Offer GetProductOffer Workflow
  • Product Offer GetProductOfferStructure Workflow
  • Product Offer GetRecommendedProductOffers Workflow
  • RAF Apply Multiple Offer To Create Order Web Service Workflow
  • RAF Apply Multiple Offer To Create Quote Web Service Workflow

10 Creating Discount Matrices

• Creating Discount Matrices
• About Discount Matrices
• About Discount Matrix Dimensions
• About Discount Matrix Types
  • Product-Based Adjustment Discount Matrices
  • Entitlement-Based Adjustment Discount Matrices
  • Training-Based Adjustment Discount Matrices
• Process of Creating a Discount Matrix
  • Defining a Discount Matrix
  • Entering Discount Matrix Details
  • Modifying the Pricing Procedure - Calculate Net Price Workflow to Include a Discount Matrix
• Discount Matrix Integration
  • Loading and Updating Data from Other Applications
  • Integration with SAP Condition Tables
• About Configuring Discount Matrices
  • Adding New Dimensions to Existing Discount Matrix Types
  • Creating New Discount Matrix Types for Custom Tables

11 Creating Attribute Adjustments

• Creating Attribute Adjustments
• About Attribute Pricing
• Attribute Adjustments Design
• About the Attribute Adjustments View
  • Dimensions in Attribute Adjustments
  • Variable Maps in Attribute Adjustments
  • Rules in Attribute Adjustments
• Variable Maps in Attribute Adjustments
  • Using System Preferences to Set Up Variable Maps for Pricing Adjustments
  • Using the Variable Maps View to Set Up Variable Maps for Pricing Adjustments
• How Attribute Adjustments Apply Rules
• Single and Multiple Type Attribute Adjustments
  • Order of Conditions in Multiple-Condition Pricing Tables
    • Order of Conditions and Pricing Calculations
    • Order of Conditions and Precedence
    • Order of Conditions and Processing Speed
  • About Wildcards in Attribute Adjustments
  • Preventing Users from Selecting Invalid Combinations of Attributes
    • Zero-Effect Adjustment Items
• Process of Creating an Attribute Adjustment
  • Adding an Attribute Adjustment Record
  • Specifying Attribute Adjustment Dimensions and Domains
  • Adding Attribute Adjustment Conditions
  • Associating Attribute Adjustments with Price List Line Items
• Example of Creating an Attribute Adjustment Based on Product Attributes
  • Creating the Attribute Adjustment Record
  • Specifying Dimensions and Domains
  • Specifying Condition Dimensions and Domains
  • Adding Pricing Conditions
  • Associating the Attribute Adjustment with a Product and Price List
• Example of Creating an Attribute Adjustment with Nonproduct Attributes
  • Modifying the Variable Map
  • Creating the Attribute Adjustment Record
  • Specifying Dimensions and Domains
  • Adding Pricing Conditions
  • Associating the Attribute Adjustment with a Product and Price List
  • Testing the Attribute Adjustments
• Guidelines for Creating Attribute Adjustments
  • Use Sort Order to Improve Performance
  • Use Nonequality Operators to Improve Performance
  • Numeric Dimensions and Operators
  • Comparison Operators
• How the Pricing Procedure Uses Attribute Adjustments
• Upgrade Considerations for Attribute Adjustments

12 Setting Up Pricing for Products with Components

• Setting Up Pricing for Products with Components
• About Component-Based Pricing
• Impact of Product Versions and Price List Line Item Effectivity on Component-Based Pricing
  • Component Product Must Exist on the Price List of a Component-Based Product
  • Time Intervals When a Product Is Not Customizable
• Viewing a Product’s Components in the Pricing Designer
• About Setting Up Component-Based Pricing
  • Setting Up Base Pricing for Products With Components
    • Setting Up Base Pricing for Products with Components
  • Setting Up Summation or Rollup Pricing for Products With Components
• Viewing and Changing the Reference Price
  • Viewing the Reference Price
  • Exposing the Starting Price At in the Product Catalog
• Defining a Relationship-Based Price Adjustment
• Verifying Component Prices Across Time Intervals
  • Sample Output of Verifying Component Prices Across Time Intervals

13 Creating Price Reports

• Creating Price Reports
• About Pricing Reports
• Running Reports
• About Creating and Modifying Reports

14 Pricing in the Run-Time Application

• Pricing in the Run-Time Application
• Pricing Waterfalls
  • Configuring Pricing Waterfalls
  • Configuring a New Pricing Waterfall
  • Adding a New Field to the Pricing Waterfall
  • Saving Pricing Waterfall Output
  • Configuration for Waterfalls
• Contract-Based Pricing
  • About Hierarchical Contract-Based Pricing
  • Defining Contract Pricing in the Agreements Screen
  • Defining Contract Pricing in the Discount Matrices View
  • Giving the Customer the Best Entitlement Price
• Multiple Price Types and Totals
• About Configuring Pricing Fields in Catalog, eSales, and Configurator
• Multiple Currencies in a Quote, Order, or Agreement
• Spread Discount Pricing
  • About the Spread Discount Algorithm
  • About Use of the Spread Discount Service with Pricing Procedures
  • About Configuring the Spread Discount Source Field
  • Displaying a Warning if the Exact Discount Cannot Be Spread
• Totaling and Rollups of Pricing

15 Siebel Pricer Technical Reference

• Siebel Pricer Technical Reference
• Siebel Pricer Architecture
• Pricing Procedures and Workflow References
  • PSP Driver Workflow Process Workflow
  • Basic Pricing Procedure Workflow
  • Dynamic Pricing Procedure Workflow
  • Pricing Procedure - Calculate Net Price Workflow
  • Pricing Procedure - Aggregate Discounts Workflow
  • Pricing Procedure - Service Workflow
• Switching from Basic to Dynamic Pricing Procedure
  • Extending the List of Signals to which Dynamic Pricing Applies
• Modifying Signals from Basic Pricing Procedure to Dynamic Pricing Procedure
  • Manually Enabling the Dynamic Pricing Procedure
  • Manual Signal Modifications for Siebel Business Applications and Industry Applications
    • CalculatePriceAndCheckEligibility
    • QuotesAndOrdersValidate
    • Verifyitem
    • ProductRecommendation
    • CalculatePriceExternal
    • SpreadDiscount
    • SpreadDiscount - All
    • Approveitem
    • CalculatePrice
    • CalculatePriceAll
    • CalculatePrice_eSales
    • CalculatePriceAll_eSales
    • CalculatePrice_Configurator
    • CalculatePrice_Advisor
    • MergeIntoOnePackage
    • OrderTemplate
    • OrderTemplateCopy
    • OrderTemplateSelectItems
    • QuoteTemplateCopy
    • QuoteTemplateSelectItems
    • SetFieldValue
    • GetConfigItemPrice
    • GetProdPrice
    • GetUsedProdPrice
  • Manual Signal Modifications for Communications, Media and Energy Applications
    • CalculatePriceCME
    • CalculatePriceAllCME
    • SaveWaterfall-Quote
    • SaveWaterfall-Order
    • SaveWaterfall-ServiceAgreement
• Miscellaneous Pricing Workflows
  • PSP Dynamic Matrix - Refresh Matrix Cache Workflow
  • PSP Waterfall Synch to DB Workflow
  • Spread Discount Driver Workflow

16 Siebel Pricer Deployment and Integration

• Siebel Pricer Deployment and Integration
• About Pricing Integration
• Integration Methods for Siebel Pricer
• Internal Integration of Siebel Pricer
  • Changing the Base Class of the Business Component to User CSSBCOrderMgmtBase
  • Setting Up the Context Service Variable Map Integration Object and Mode
  • Triggering CalculatePriceForOpportunity
  • Designing the CalculatePriceForOpportunity Signal
  • Creating an Integration Object
  • Creating the Variable Map
  • Creating the Pricing Procedure
  • Sample Pricing Procedure for Internal Integration
• External Integration of Siebel Pricer Using Pricer as a Service
  • Sample XML Input Property Set for External Integration
  • Sample XML Output Property Set for External Integration
• Siebel Pricing Manager API Reference
• Workflows for External Pricing API
  • CalculatePriceExternal Workflow
  • Get Config Item Price Workflow
  • Get Product List Price Workflow
• Cache Configuration Settings