• Title and Copyright Information
• Preface
• 1 What's New in This Release
  • What’s New in Siebel Pricing Administration Guide, Siebel CRM 25.8 Update
  • 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
    • Synchronizing Promotion Configuration with Updated Product Information
    • 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