Discount Matrix is not Applied to Quote/Order Item - Additional Step Needed (Doc ID 1271429.1)

Last updated on JANUARY 03, 2017

Applies to:

Siebel Pricer - Version 7.8.2 SIA [19213] and later
Siebel Dynamic Pricer - Version 7.8.2 SIA [19213] and later
Information in this document applies to any platform.

Symptoms


In a standard Siebel environment, Discount Matrices are not applied to quote items or order line items.

Reproduction Steps:


1. Set Up a Discount Matrix under 'Administration - Pricing > Discount Matrices'

   -Create a new discount matrix "DiscMat", Type = Product-Based Adjustment.
   -In the Discount Criteria applet add field: Account Type.
   -In the top applet, click on 'Complete Definition'.
   -Drilldown into the discount matrix name and add Discount Details:
      - Account Type = Customer, Adjustment Type = Price Override, Adjustment Amount = 75 USD, Effective From 10/1/2010, Effective To 11/30/2010
      - Account Type = Supplier, Adjustment Type = Price Override, Adjustment Amount = 80 USD, Effective From 11/1/2010, Effective To 11/30/2010

2. Navigate to 'Accounts > All Accounts'
   - Query for Account Type = Customer. Select account "BMW AG" with Currency = USD, no Price List.

3. Navigate to 'Administration - Pricing > Price Lists'
   - Click on applet menu item 'Enable Dynamic Pricing'.

4. Create a new Price List under 'Administration - Pricing > Price Lists'
   - Create price list "Test_PL" with Currency = USD, Effective From = 10/1/2010 12:00:00 AM, Pricing Procedure = Dynamic Pricing Procedure.
   - Add price list item for product 'Xerco2250' with List Price = $250.00.

5. Navigate to "Quotes > List > Line Items > Totals" and create a new Quote
  - Create Quote "HB Test Dynamic Pricing Matrix 1" with Account = "BMW AG", Price List = "Test_PL".
  - Add quote item for product Xerco2250.
    Note: Start Price = Net Price = Extended Net Price = NRC Subtotal = $250.00.

EXPECTED BEHAVIOUR:
===================
The price should be $ 75.00 according to the Discount Matrix.

ACTUAL BEHAVIOR:
================
The price is $ 250.00 according to the price list. The Discount Matrix is not applied to the quote item..

Cause

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