Creating New Discount Matrix Types for Custom Tables

Note: This topic includes instructions that assume you are familiar with Web Tools. For more information, see Using Siebel Tools.

You must use Web Tools to create new discount matrix types for custom tables.

To create a new discount matrix based on a custom table using Web Tools

1. In Web Tools, open a workspace and then navigate to Object Explorer.

   For more information on using the workspace dashboard, see Using Siebel Tools.

2. Create a Business Component based on the custom table.

   For example create the Default Columns user property:

   Name: Default Columns

   Value: <buscomp field names separated by # sign>

   This user property controls which columns always display in the Discount Matrix Details List applet for the new Discount Matrix Type.

3. Create the Dimension Columns user property:

   Name: Dimension Columns

   Value: <buscomp field names separated by # sign>

   This user property controls which criteria dimensions will appear in the discount criteria pick applet for the new Discount Matrix Type.

4. Add the new matrix type to the Discount Matrix Type LOV:

   Type: ADJ_GROUP_TYPE

   Display Value: <the new matrix type>

   LIC: <the new matrix type>

5. Modify the Discount Matrix Business Component by adding the following Business Component User Property:

   Name: <Display Value of New Matrix Type from LOV>

   Value: Adjustment Group#New Matrix BC Name#

   This user property inserts the Business Object and Business Component values into the appropriate fields on the discount matrix header when the discount matrix type is selected.

6. Create a new Discount Matrix Details list applet for the new Business Component:

   Name: <any name>

   Business Component: <new matrix buscomp>

   Class: CSSSWEFrameListPSPAdjRule

   List Columns: <all fields from the new matrix Business Component that could possibly appear as criteria or default dimensions>

   Note: Specialized applet class will only show dimensions defined and default columns from the Business Component user property.

7. Create a new Discount Matrix Details view as follows:

   Name: <any name>

   Business Object: Adjustment Group

   View Web Template Items:

   Adjustment Group form applet

   New Applet from Above

8. Modify the Adjustment Group list applet as follows:

   Create a New Drilldown Object:

   Name: <new matrix type>

   Hyperlink Field: Name

   Destination View: <name of new details view>

   Create a Dynamic Drilldown Destination for the new Drilldown Object:

   Name: <new matrix type>

   Field: Type - LIC

   Value: <new matrix type LIC value from LOV>

   Destination Drilldown Object: <name of drilldown object created in previous step>

9. Add the new view to the Administration - Pricing screen:

   Name: <name of the new view>

   View: <name of the new view>

   Type: Details view

   Parent Category: Adjustment Group Details