Siebel Resume Arquitecture

1. Essencials Arquitecture. Clients Access. Setup & Configurations. 1

2. Account Account Opportunity Product Contact Business Objects Relate Business Data Abusiness object (BO) contains information about the relationships between business components (BC) Represents a collection of BCs and the relationship between them Business component Business object Business component 2

4. A relational database and file system that store business data

5. Servers that manage the business data and provide batch and interactive services for clients

6. Web clients that access the business dataWeb Server Siebel Servers SiebelFile System 3

8. Identifica requerimientos para Siebel Server.

9. Pasa HTML completas para el Browser.

10. Reconoce las URL´s requeridas.

11. Enlaza con el componente Siebel Server adecuado.

12. Publica imágenes en el Web Server.

14. Registra los componentes disponibles.

15. Asigna trabajo a los componentes requeridos por SWSE.

18. Intercambia información.

19. Adm.Servidores desde el Siebel Server Manager.

21. Controlan los componentes que ejecuta el sistema.

22. Obtienen info del Gateway.

24. Capa de abstración del (OM).

25. Mapea objetos para (OM).

26. Separa queries de procesos lógicos de negocio.

27. Genera especificaciones SQL en respuesta al (OM).

28. Business Object (BO)

29. Procesamiento (BO)

30. Siebel Web Engine (SWE)

31. Construye la (UI).

32. Procesarequerimientos.

33. Ensamblaplantillapara el Framework.

34. Recibe info de (BO).

35. Genera Html, XML + Plantilla + Datos.

37. Data ObjectLayer (Data Manager).

38. Business ObjectLayer.

39. UI Layer.

41. Dispositivos móviles y remotos, se controlan desde Siebel Server.

42. Almacena datos sin un esquema de base de datos predefinido, basado en manejadores relacionales de bases de datos de terceros (RDBMS).

43. Soporta Siebel Server a través de lenguaje nativo SQL.

44. Accesado por (DM).

45. Almacena ficheros comprimidos correspondientes a la aplicaciones Siebel.

46. El acceso es controlado por el Filesystem Manager en el Siebel Server.Database Server SiebelFile System 4

48. The Siebel Server(s) should have a high-speed LAN connection to the Database ServerEnterprise Server High-speed LAN Gateway Server Siebel Server SiebelFile System Siebel Server Database Server Firewall Firewall 5

50. Web and Wireless Web Clients connect through Web Server

51. Handheld and Mobile Web Clients connect through Gateway Server

52. Dedicated Web Client connects directly to Siebel databaseWireless Web Web Mobile Web Handheld Web Server Siebel Servers Dedicated Web SiebelFile System 6

54. UI objects specify the data presentation

55. Business objects specify the business rules and processes

56. Data objects specify the data organization and storage

57. Used with Object Manager, builds a Siebel application at run timeWeb Clients Mobile and Dedicated Web Clients Templates Parameters .cfg 7

60. Essencials Authentication. Internal & External. ObjectsDefinitions. Business Entities. Local Projects. 10

62. Is the default for Siebel applications

63. Authenticates users accessing one or more Siebel applicationsBrowser Web Server 1. User provides name and password SWSE Credentials Siebel Object Manager 2. Password may be encrypted to prevent direct database access Encrypt password Connect using DB account 3. Connect to database Siebel Database 11

65. Allows for centralized management of user authentication across Siebel and non-Siebel applicationsWeb Server SWSE 1. User provides information Credentials 2. Verify credentials Login Authentication Service Siebel Object Manager Security adapter Retrieve DB account and roles Directory Connect using DB account 3. Roles applied to user as Siebel responsibilities Siebel Database 4. Connect to database 12

67. Lightweight Directory Access Protocol (LDAP) is an open network protocol

68. LDAP security adapter allows Siebel applications to access standard LDAP directories

69. Active Directory Service (ADSI)

70. ADSI security adapter allows Siebel applications to access Microsoft Active Directory 13

72. User interface

73. Business logic

74. Data storage

75. Are stored in the Siebel repository, a subset of tables in the Siebel database that contains object definitions

76. Are examined, created, and edited using Siebel Tools

77. Are compiled into the repository file for a configured applicationApplication Object Manager Database Tools Application Repository Data Tools output is input for object manager .srf Configured Application 14

80. Object definitions are edited and created

81. Developers do not modify code in siebel.exe

82. Developers do not write SQL directlyApplication Object Manager Database Tools Application Repository Data Tools output is input for object manager .srf Configured Application 16

85. From the server to the local developer repository (Get, Check Out)

86. From the local developer repository to the server (Check In)

87. Overwrites the version in the destination repositoryProject Get, Check Out Local Server Check In 18

89. Check Out:

90. Copies all object definitions in project on server to local database

91. Local copy of project is overwritten by server version

92. Locks project on server repository

93. Prevents other developers from modifying that project

94. Locks the project in the local repository

95. Permits developer to make changes to object definitions in that project19

98. Check In:

99. Copies object definitions from local repository to server repository

100. Replaces versions of checked out object definitions with new versions and unlocks projects

101. Can also check in object definitions in newly-created projects

102. Releases locks on both server and local copies of project

103. Maintain Lock leaves project locked for further local modification by current developer21

106. Available for importing into other repositories

107. Have .sif extension by default

108. Are used to share object definitions in multiple repository development

109. Are used to back up object definitions

110. Can be version-controlled using source control systems23

112. Includes all child object definitions for selected parent definition

113. To export object definitions

114. Select the object definition or definitions

115. Select ToolsAddto Archive

116. Select an existing (or create a new) archive file

117. Click Save in the Export to Archive File window24

118. Essencials Access Controls & Views. Responsability. Access Control & Data. Access Groups. 25

120. Corresponds to a user’s job function or roleViews associated with the Field Sales Representative responsibility 26

123. Views are associated to one or more responsibilities

124. Users are assigned to one or more responsibilities

125. A user sees the union of all associated views when he or she logs in28

127. Personal

128. Position-based

129. Organization-based29

131. Records can be restricted to a single user or a team of users

132. Access is controlled by user ID

133. Examples

134. In the My Service Requests view, a Web site visitor can see only the service requests he or she has created

135. In the My Expense Reports view, an employee can see only the expense reports the employee has submitted for reimbursement

136. In the My Activities view, a user can see only the activities the user owns30

138. A position is:

139. A job title in a hierarchical reporting structure of an internal or partner organization

140. Represents a person or group of people that require access to a set of data

141. Is more stable than an individual’s assignment to that position

142. People might change, but a position is static31

144. Typical toward the top of a reporting hierarchy where a job is more specialized

145. For example, CEO, VPs

146. Some positions have multiple employees

147. Typical toward the bottom of a reporting hierarchy where a job is less specialized

148. For example, a group of call center agents all doing the same workRoger Smith is associated with the CEO position 32

150. Products

151. Solutions

152. Literature

153. Resolution items

154. Auction items

155. Events

156. Decision issues

157. Competitors

158. Training courses

159. Is organized into catalogs made up of hierarchical categories33

161. Is a hierarchy of categories

162. Does not itself contain any data

163. Categories:

164. Are nodes in a catalog that contain master data and can contain many subcategoriesProduct Lists Catalog Product Lists – U.S. Product Lists - Europe Categories Europe Product List - North U.S. Product List - East Master Data U.S. Product List - West Europe Product List - South 34

165. Ease of navigation Categorized data are easier to navigate and search Ease of access control administration Allows access to be granted at a group level rather than the individual record level Benefits of a Catalog Structure 35

167. Can contain any combination of positions, organizations, divisions, accounts, and user lists

168. A user list is an ad hoc group of people containing contacts, users, employees, or partners as members

169. Cannot contain individual people such as employees and contacts

170. Are used to grant access to categorized master data

171. Can be assigned at the catalog or category level36

173. An access group can have only one parent access group

174. Child access groups inherit all of the access granted to their ancestor groupsParent Access Group Child Access Groups 37

176. The associated access group has access to that catalog or category of master data and all of its child categories, unless access to a child category is disallowed

177. Cannot be controlled at the individual record level38

178. Defining Access Control for Access Groups 1. Define catalogs 2. Add categories to catalogs 3. Associate data with categories 4. Declare catalogs or categories private 5. Associate access groups with catalogs or categories 39

179. Essencials EIM (Enterprise Intefaces Manager) Workflows. Business Services. Subprocess. 40

181. Staging area for data to be imported, updated, or merged into base tables via EIM

182. Staging area for data exported by EIM

183. Staging area for data to be deleted in the base table using EIM’s DELETE EXACT clause S_ORG_EXT EIM_ACCOUNT S_ADDR_ORG Interface Table External data Base Tables 41

185. Whether data should be imported, merged, deleted, or exported

186. Which interface table(s) and base table(s) are used and affectedImport, merge, delete, or export EIM SiebelServer Configuration file (.ifb) 42

188. A set of tools to graphically define the processes and steps

189. An engine to automate these processes 43

192. Example: Use business service to send email45

194. To view Siebel-supplied business services

195. To create custom business services Some Siebel-supplied business services 46

197. Reuse previously-defined workflow processes

198. Requires input arguments and may produce output arguments, for example:

199. Pass in relevant object ID for sub-process step as an input argument

200. Retrieve expected results as output arguments

201. Use to span multiple business objects Invokes another workflow process 47

203. Example: Update SR priority to High

204. Example: Update SR priority to Very High48

205. EAI EAI (Enterprise ApplicationIntegration) Workflowfor EAI. EIA Dispaching. Virtual Business Components (VBC). Business Conectors. Enterprise Interfaces Manager (EIM). Objects Manager. Business Services XML Code. DTD, Documents. 49

207. Map and transform the data from each application

208. Transport the data between applicationsIdentify Identify SiebelApplication External Application Map & Transform Map & Transform Transport Common Format Common Format 50

209. Identify the Data to Integrate in Each Application Identify business logic, components, and fields Identify business logic, components, and fields SiebelApplication External Application 51

211. IBM MQSeries

212. IBM MQSeries AMI

213. Microsoft MSMQ

214. Microsoft BizTalk Server

215. File transport

216. HTTPSiebelApplication External Application XML XML Data transport 52

217. User Interface User Interface Business Logic Business Logic Raw Data Raw Data Integration Approaches Synchronize Siebel data with external data Display external data in Siebel applets Display Siebel data in an external application Control a Siebel application from an external application Export Siebel data Siebel Application External Application 53

219. EAI Dispatch Service

220. Virtual Business Components

221. eBusiness Connectors

222. Enterprise Integration Manager

223. Object Interfaces54

224. Workflow for EAI MQSeries Siebel Application External Application Account data Customer data 55

225. SRF Object Layer DTD of XML from External Application Siebel (Internal)Integration Object ExternalIntegration Object Business Object IC BC IC SVF SVF ICF ICF ICF ICF ICF ExecutablesRunning EAI Siebel Adapter EAI Data Mapping Engine An EAITransport Adapter An XML Converter Instancecreatedby built-in Siebel code Query Upsert To XML From XML Data Map Transport Instances DataLayer XML Stream Business Object Property Set Property Set Write Read Copy Modify Customer Contact Contact Transform Pat Dr. Li Pat Li Pat Li select insert, delete SQL Queue or File Siebel Database External Application Data Replication Workflow Relationships 56

227. Optionally transforms the data before sending it

228. Example: Dispatch rules scan incoming documents for various patterns, then send each document to the proper workflowWorkflow or Business Service Message Queue Dispatch Rule Set Order Status New Contact? Order Status? New Price? Unknown? External Application Update Contact New Contact Update Order Order Status Update Price Order Status Write to File New Price New Contact 57

230. Example: Display Siebel contact data with contact detailsfrom an external source in the same viewSiebel data External data 58

232. Example: Exchange orders between Siebel front-office and SAP R/3 back-office applicationsBAPI Siebel Application SAP R/3 Application Order headers Order details 59

234. Example: Each week the application captures mainframe updates and runs a batch job to synchronize the Siebel account dataMainframe Database Siebel Database Change File Batch job Batch job 60

236. Enable external applications to control the Siebel application or access the Siebel database using:

237. COM Servers: Automation Server, Data Server

238. CORBA Object Manager

239. Java Data Bean

240. Example: A button in an Excel spreadsheet calls the SiebelCOM Data Server to updateSiebel contact data fromExcel valuesSiebel COM Data Server Database Siebel Application 61

242. Displays the Siebel UI in an external application, or displays an external application UI in a Siebel application

243. Client-side import/export

244. Exchanges account and contact data between a Siebel database and files

245. Siebel Sync

246. Synchronizes data between a Siebel database and a mobile Web client, Siebel Microsoft Outlook, Palm, or Windows CE handheld62

248. Provide access to prebuilt Siebel methods (global procedures)

249. Can also contain custom scripts

250. eScript or Visual Basic code

251. Can be invoked three ways

252. Input and output data in property sets (instances)Most often used 63

254. Represents data in strings using name-value pairs

255. Has two predefined properties: Type and Value

256. Has an array for creating custom property names and values

257. Can contain an array of child-level property setsPredefined property names Values for predefined properties Array of custom name/value pairs Type Account AK Parker Value City San Francisco State CA Phone 650-111-1866 Array of child property sets 64

259. Within a Siebel application(business objects and business components)

260. Within an external application(structure of tables, views, or files)

261. Conveys the structured data of an integrationobject, an XML document, or other data streamParent property set Type Account AK Parker Value City San Francisco Child property set State CA Phone 650-111-1866 Grandchild property set 65

263. A method from another business service

264. A user interface event

265. A Siebel object interface (COM, CORBA, Java)

266. A built-in script

267. An external program66

269. Data transformation adapters: map and transform data

270. Data transport adapters: move data from application to application

271. Custom EAI business services perform special tasks

272. Using custom methods written in Siebel eScript or Siebel Visual Basic67

274. Integration objects in property sets and

275. Siebel XML in property sets

276. Example: The XML Converter transforms Siebel data into XML that an external application can process

277. Pre-built adapters include:

278. EAI XML Converter

279. EAI XML Hierarchy Converter

280. XML Converter

281. EAI Siebel Adapter

282. EAI Data Mapping Engine

283. XML Gateway business serviceModule 3 Module 9 Module 10 Module 19 68

285. Pre-built transports include:

286. EAI XML Read From File

287. EAI XML Write To File

288. EAI File Transport Adapter

289. EAI MQSeries Transport Adapter

290. EAI MQSeries AMI Transport Adapter

291. EAI MSMQ Transport Adapter

292. EAI DLL Transport Adapter

293. Microsoft BizTalk Server Adapter

294. EAI HTTP Transport AdapterModule 3, 13 Module 13 Modules 14, 15 69

296. Siebel business objects, business components

297. External application tables and views

298. Business service property sets (string format) are instances that convey hierarchically-structured data to and from:

299. The integration object format

300. The XML format

301. Other formats (for example, BAPI and IDOC)Binary String String String 70

303. Coordinated by the World Wide Web Consortium (W3C)

304. Cross-platform, vendor-neutral standard

305. Many vertical industry initiatives

306. Widely used across industries

307. Is a text-based tag language with user-definable tags

308. Describes the nature and structure of information

309. Metadata

310. Tags identify data

311. Represent hierarchical relationships71

313. XML specifies the nature and relationship of each content item72

315. Is a logical data structure within an XML document

316. Has a start tag and an end tag: <FirstName>Robert</FirstName>

317. Content is the data between the start tag and end tag

318. Types of elements

319. Root: the one element that contains all other elements

320. Parent: an element containing other elements

321. Child: an element contained within another element

322. Attribute

323. Is a name-value pair within a start tag

324. Example: <Price Currency=“USD”>12500</Price>

325. The value is always a string, enclosed in quotation marks

326. A default value can be defined73

328. In Siebel business components

329. In external tables and views

330. Example

331. <Employee> is the parent of<FirstName>

332. <State> is the child of<PositionBusinessAddress>74

334. EAI XML Read From File

335. EAI XML Write To File

336. EAI XML Converter

337. XML Hierarchy Converter

338. XML Converter75

339. How Objects Are Represented When converting between property sets and XML, each: Property set Type = an XML elementtag name Property set Value = an XML element contents Property set Property = an XML tag attribute XML Example <PriceCurrency="USD">44.00</Price> 76

341. Reads an XML document file

342. Writes a property set with the XML structure, tags, and content

343. EAI XML Write To File

344. Reads a property set

345. Writes an XML document with the structure and content of the property set77

347. Use to:

348. Represent integration object data as XML

349. Pass XML data as parameters in Siebel workflows

350. Map data with the Data Mapping Engine

351. Process Siebel eScript code using the Data Mapping Engine78

353. Uses simple rules to convert between an XML hierarchy and an XML document

354. Rule examples:

355. Make each XML element a property set with Type as the tag name

356. Make each XML attribute a property in the element property set

357. Use to:

358. Pass XML data as parameters in Siebel workflows

359. Process Siebel eScript code using the Data Mapping Engine79

361. Uses simple rules to convert between an XML hierarchy and an XML document

362. Does not create an XML Hierarchy property set, but makes the XML document’s root element the type of top-level property set (such as Service Method Arguments)

363. Use to:

364. Import and export hierarchical data (arguments, definitions, and so on)

365. Pass property set arguments to and from business services80

368. Example: A Siebel DTD defines Siebel XML

369. Is used by an application to interpret and validate the structure of XML documents in the class

370. A Siebel DTD enables another application to interpret Siebel XML

371. An external DTD enables a Siebel application to interpret external XML

372. Can be stored:

373. Within an XML document

374. As a separate DTD document82

375. Element Declarations Element name Child elements <!ELEMENT Account (Name, Status, Loc?, BusinessAddress+) > ? indicates the element is optional + indicates the element can occur one or more times No punctuation indicates the element occurs only once * indicates the element can occur zero or more times 83

377. Internal entities specify the replacement data within the entity declaration

378. External entities specify replacement data outside the DTD file

379. In another text file: data is parsed as if it were in the XML file

380. In a binary file: data is not parsed<!ENTITY AKP "A. K. Parker Inc."><!ENTITY salestemplate SYSTEM "/sales/firstletter.xml"><!ENTITY AKPlogo SYSTEM "/hq/logo.gif" NDATA GIF87A> Internal entity 84

382. The external application sends XML that follows the DTD for Siebel business objects

383. Integration of externally-produced XML using an external DTD

384. An external integration object based on an external DTD maps the external data into a property set

385. Integration of externally-produced XML without a DTD

386. A business service witha custom eScript maps the data for each integration point85

387. Assingment Manager Global Concept. Sales & Services Issues. 86

390. Installation and upgrade skills

391. Language expertise

392. Product skills

393. Assignment Manager can match assignment object attributes to:

394. Employee skills

395. Position skills

396. Organization skills 88

398. Apply a workload score to candidates based on current workload

399. Candidates with a lighter workload receive a higher score than candidates with a heavier workload

400. Candidates with workloads greater than maximum workload will be eliminated from the assignment rule

401. Are generally used with service assignmentsLow Work = High Score High Score = Assignment 89

402. Sales Scenario Business Rule: Assign accounts to sales representativesbased on their geographic territoryand language expertise Business Rule: Ifaccountis French, assign to Frenchsales positions Assignment Object Account French sales positions Candidate Assignment Rule Assignment Criteria Account Country France Criteria Value 90

403. Service Scenario Business Rule: Assign service requeststo agents based on product skilland current workload Assign incoming service requests… … to best candidate Employee: CraigSkill: NetworkWorkload: 18 SRs Employee: EllenSkill: CPUWorkload: 19 SRs Employee: JackSkill: Network Workload: 20 SRs 91

404. Recap: Creating the Assignment Rule Business Rule: Assign service request to most available agent based on workload Service Request Assignment Object Candidate All People Assignment Rule Assignment Criteria Product Workload rule Max load = 20 SRs Criteria Value 45 20 Score 92

406. Appointment Booking Engine (ABE) checks employee’s availability

407. If employee is available, ABE creates activity on employee’s service calendarCheck box for assignment rule 93

409. Use the exclusive rule to determine primary assignees from a list of candidates generated from multiple assignment rules

410. Candidates matching exclusive rule criteria supersede candidates matching criteria of all other non-exclusive assignment rules Make a rule exclusive 94

412. Conflict between two rules with same score

413. Assigns candidates for both rules and assigns the System Administrator to the team

414. Makes System Administrator the primary on the team

415. Conflict between two exclusive rules with the same score

416. Assigns System Administrator to the team as primary

417. Rules do not identify any candidates to assign

418. Assigns System Administrator to the team as primary

419. Set default parameters in Assignment Object to determine who has access to data that cannot be assigned

420. Default Employee, Group, Position, Organization95

422. Dynamic Assignment

423. Interactive Assignment 96

425. Implemented via server task

426. Business scenarios

427. Change assignment rules and modify existing objects that are already assigned

428. Change Assignment Manager configuration using Siebel Tools

429. Territory re-alignment

430. Existing assignments are inaccurate97

432. Implemented via assignment policies and workflow

433. Business scenarios

434. Sales representative creates new opportunity with potential revenue of $100,000

435. Assign positions to team where Opportunity Revenue >= $100K

436. Call center agent creates a service request (SR) to fix the CPU on Joe Smith’s XYZ computer

437. Assign employee to SR where Product = CPU and Employee Skill = XYZ computers98

439. Account

440. Opportunity

441. Service Request

442. Campaign

443. Product Defect

444. Activity 99

446. Enabled for Service Request and Activity assignment objects

447. Implemented via user interaction and tasks on server

448. User makes assignment from a generated list of candidates

449. Business scenarios

450. A customer service representative takes a call and creates a new service request (SR), then the service manager assigns the SR to a skilled service agent

451. A call center supervisor wants to verify that service requests are assigned to the right people

452. If they are not, he can reassign them by selecting different candidates for assignment 100

454. Verify rules meet your business requirements

455. Do not define rules that are too generic

456. Will result in a large number of matches, degrading performance

457. Test the system thoroughly

458. Test functionality and validity, as well as performance

459. Identify an assignment administrator

460. To administer assignment objects and assignment rules101

462. Create and modify assignment rules

463. Lock assignment

464. Use Siebel Tools to

465. Modify assignment object properties

466. Create new assignment object definitions

467. Assignment attributes

468. Assignment objects

469. Assignment criteria 102

471. Controls thedegreeofdependencybetweenpeopleandorganizationsduringassignment

472. Sets precedence on the type ofassignmentmade

473. Assignmentmodes

474. Independent

475. Organization-Oriented

476. Person-Oriented

477. Organization and Person-Oriented103

478. Mejoras 8.X Search Catálogo Administrador de Producto. Administrador de Precios. 104

480. Requiere configuraciones específicas. 105

481. Mejoras Siebel 8.X Siebel Search Siebel Search es una utilidad de Siebel que permite realizar búsquedas avanzadas a través de todas las entidades y ficheros adjuntos. Guardar Búsqueda Búsqueda avanzada Ordenar resultados Los resultados son de entidades diferentes. Aparece la fecha de última modificación del registro La palabra buscada aparece en negrita 106

482. Mejoras Siebel 8.X Siebel Search Opciones búsqueda avanzada Operadores Selección de entidades donde buscar Buscar por formato de fichero Buscar por entidades o por ficheros adjuntos 107

484. Productos No Personalizables:productos con atributos, en los cuales el usuario puede configurar características de su producto pero no los componentes.

485. Productos con Componentes: en los cuales el usuario puede modificar sus características y sus componentes (Ej.: Una caldera, en la cual podemos elegir no solo el modelo y la potencia de la caldera sino que también podemos solicitar el componente mantenimiento. El producto sería la caldera (con sus atributos: modelo y potencia) y el componente opcional sería el mantenimiento).108

488. Prod 2

493. Sirven para organizar atributos.

494. A un producto se le puede asignar una clase para que herede todos sus atributos.

495. Se pueden meter clases dentro de clases  Concepto de sub-clase.

499. Tipos de promociones: “Cupones” si aplican a un único producto y “Paquete” cuando es para un conjunto.

500. Aplicación de las promociones:

501. Top-down: se selecciona una promoción y se añaden a la orden todos los productos asociados a la promoción.

502. Bottom-up: se selecciona algún producto asociado a una promoción y un asesor recomienda el paquete promocional al que pueda pertenecer el producto, siempre que no pertenezca ya a uno.111

504. Reglas de Elegibilidad (Cliente – Producto): En base a información del cliente determinando si éste es elegible o no para adquirir un producto o servicio. Existen dos tipos de reglas: Available (clientes elegibles) y NotAvailable (clientes no elegibles).

505. Reglas de Compatibilidad (Producto – Producto): Asociadas a un producto, determinan si otro producto debe ser excluido o incluido en la configuración. Son solo informativas.

506. Reglas de Validación (Producto): Validaciones implementadas mediante customización que se usan para procesos de negocio/configuraciones muy específicos.112

508. Se pueden definir tantas como se necesiten.

509. Para cada lista, mediante administración, se asignan los precios definidos en la administración de precios a los componentes de cada producto definido en la administración de productos.

510. Lista de Tarifas: Set de importes que se cobran en servicios facturables por horas.

511. Lista de Costes: Set de costes por producto o servicio. Se pueden añadir a una lista de tarifas o de precios para calcular el margen de beneficio. Tipos:

512. Estándar: Coste predeterminado que se comprara con el coste actual para medir el rendimiento de un departamento u operación.

513. LastCost: Métrica de costes basada en LIFO. Asume que los últimos productos que entran son los primeros que salen, y que por tanto el inventario final consiste en los primeros productos adquiridos.

514. NextCost: Método de costes que permite al usuario mantener los costes manualmente.

515. AverageCost: Método de cálculo de costes que calcula el coste medio de todos los gastos de adquisición de un producto inventariado.113

517. Ajuste del precio de un producto basado en la cantidad de productos que se van a contratar.

518. Pueden ser de dos tipos:

519. Simples: Mismo descuento para todos los productos incluidos siempre. Ejemplo: 20% de descuento para más de 10 productos.

520. Compuestos: Descuento gradual para cada grupo de productos. Ejemplo: 0% para los 5 primeros, 5% para los 10 siguientes, 10% para los 20 siguientes, etc.

521. Descuentos Agregados:

522. Descuentos aplicados a productos concretos por comprarlos dentro de un paquete.

523. También se consideran descuentos agregados las promociones y los paquetes de productos.114

525. Permiten ajustar los descuentos por producto, tipo de cliente y segmento de mercado y tenerlos agrupados en una simple matriz:

526. Ajuste de Atributos:

527. Permiten ajustar los descuentos por la configuración de un producto (valores de sus atributos):115