5.6.3 Adding a Profitability Curve Definition

To add profitability curve definitions, follow these steps:

  1. Click Add to display the Profitability Curve Definition (NEW) screen.

    Figure 5-21 Profitability Curve Definition (NEW)


    Profitability Curve Definition (NEW)

  2. Enter the following details:

    Table 5-13 Profitability Curve Definition (NEW) Fields and Descriptions

    Field Description
    Folder Select a folder from the drop-down list for profitability curve definition.
    Definition Name Enter the definition name.
    Description Enter a brief description of the definition.
    Definition ID The definition ID is generated by the system once the definition is created.
    Product Select the product for which the definition is created and for which the defined rates are applicable. To select a product, click the button next to the field. The product browser appears.
    Validity Start Date Select the date from when the definition is valid.
    Validity End Date Select the date until when the definition is valid.

    To add a profitability parameter or driver, follow these steps:

    1. Click Select Drivers. The Profitability Curve Definition Browser Screen appears.
    2. Double-click the driver that you want to select on the left pane. The driver moves to the right pane.
    3. Click Ok. The selected driver appears as a tab in the Definition Specification Section.
    Specify check box

    To enable this input option while pricing a deal, select this check box. This check box is selected by default and can be deselected.

    Note:

    This option is available for a particular product in the Deal Pricing section only if you select this check box.
    Lookup check box

    To enable this input option while pricing a deal, select this check box. This check box is selected by default and can be deselected.

    Note:

    This option is available for a particular product in the Deal Pricing section only if you select this check box.
    Real-time Calculation check box

    To enable this input option while pricing a deal, select this check box.

    Note:

    This option is available for a particular product in the Deal Pricing section only if you select this check box.
    Default

    This field is editable and mandatory only if the Specify, Lookup, and Real-time Calculation check boxes are deselected. Select the default input method from the drop-down list. The default input method can be Specify, Lookup, or Real-time Calculation.

    Note:

    If you select Lookup, the Define lookup values section is displayed.
    By default, a row is available in the Define lookup values section. To add a new criterion for the profitability driver, click Add new criteria. A new row is added. You can add one or more criteria.
    Effective from Select the date from when the curve is effective.
    Effective to Select the date until when the curve is effective.
    Profitability Driver To define the profitability curve, click the button next to the field. The Profitability Driver window appears.

    Figure 5-22 Profitability Driver


    Profitability Driver

    Field Description
    Curve Duration Enter the value of the Curve Duration. You can also select the unit of the Curve Duration. The unit of the Curve Duration can be Months, Quarters, and Years.
    Unit Frequency Enter the value of the Curve Frequency. You can also select the unit of the Curve Frequency. The unit of the Curve Frequency can be Months, Quarters, and Years.
    Drivers

    The Curve Range that is displayed here is based on the values that are provided in the Curve Duration and Unit Frequency Fields. For example, if the Curve Duration is 6 months and the unit frequency is 1 month, then a total of 6 drivers are captured.

    You can enter a value for each element of frequency across the Curve Duration.

  3. PCD supports Import/ Export of Profitability Driver Values into the above fields.

    Figure 5-23 Profitability Driver


    Profitability Driver

  4. Click Save. The created Profitability Curve Definition is displayed in the Profitability Curve Definition screen.