Assign Additional Price Items to Deal Entity

Until now, in a deal, you were able to simulate the revenue, cost, and profitability of those price items which are assigned to the customer hierarchy or are present in the assigned price lists. Now, the system enables you to:

• Add a price item to a deal which is not present in the customer hierarchy or assigned price list

• Add a pricing for a price item from a price list to a deal without assigning the price list to an entity in the deal

• Add a customer or account agreed pricing to a deal from another customer or account who is not included in the customer hierarchy

You can assign additional price items only to the entity for which the deal is created and not to any other entity in the customer hierarchy. A new button named Additional Price Item is available when you view or edit the pricing and commitment details of any entity in the customer hierarchy from the Pricing and Commitments screen. On clicking the Additional Price Item button, the Pricing and Commitments screen appears where you can define the pricing and commitments for a price item. If you want to assign an additional price item to the deal entity, you need to select the price item using the Price Item Search functionality. Once you select the price item, you need to specify other details in the Main, TFM Information, Characteristics, Price Item Parameters, and Price Component sections. However, if you want to copy a price list pricing, customer agreed pricing, or account agreed pricing, you need to select the price assignment using the Price Assignment Search functionality. Once the assignment details appear from the pricing which is copied, you can edit the assignment details based on the customer requirements.

While assigning a price item or while copying a pricing, you need to specify the commitments for the price item. If the default commitments are defined in the respective deal type, the system will default the commitments from the deal type. You can then edit the commitments, if required.

On assigning a price item to the deal entity or on copying a price list pricing, customer agreed pricing, or account agreed pricing for the deal entity, the system creates a customer or account agreed pricing depending on the deal entity to which the price item is assigned. The assigned price item then appears in the Additional Price Items section of the Price Item Selection screen. The system does not display the hierarchy entity details of the price items in the Additional Price Items section.

The check box corresponding to the additional price item is, by default, selected and editable. If the check box corresponding to an additional price item is selected, the system considers the additional price item for simulation along with the other price items which are selected in the Price Item Hierarchy section.

While orchestrating the deal, an effective pricing or bespoke pricing would be created for the selected additional price items depending on the value set in the Create Bespoke Price List during Orchestration option type of the C1-DEAL feature configuration. If you set the Deal Version Creation Method field to Copy From Current Version With Changes while creating a new deal version, the system will also copy additional price items to the new deal version.