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11i Advanced PricingFundamentalsStudent Guide - Volume 3

D17037GC20

Edition 2.0

December 2004

D40111



Copyright © Oracle Corporation, 2004. All rights reserved.

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Author

John Salvini

Technical Contributors and Reviewers

Manoj Arya, David Barnacle, Amit Batra, Steven Best, Vanessa Graziano, Vivek Gulati, AnwarHussain, Jeff Lee, Vivian Y. Lee, Maria Viglionese Matheny, Abhijit Prasad, David Reitan,Kalyani Subramanyan, Pius Sebastian, Nancy Szeto, Giri Tippireddy, Li Yang, RebeccaZarchikoff

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11i Advanced Pricing Fundamentals Table of Contentsi

Table of Contents

Overview of Advanced Pricing.......................................................................................................................1-1 Overview of Advanced Pricing .....................................................................................................................1-2 Objectives ......................................................................................................................................................1-3

Agenda...........................................................................................................................................................1-5 What is Oracle Advanced Pricing..................................................................................................................1-6 Benefits of Advanced Pricing........................................................................................................................1-8 Overview of Advanced Pricing in the Order to Cash Process .......... ........... ........... ........... .......... ........... .......1-9 Agenda...........................................................................................................................................................1-10 From Basic Pricing to Advanced...................................................................................................................1-11 Advanced Pricing ..........................................................................................................................................1-12 Basic/Advanced Pricing Summary: Pricing Security .......... ........... .......... ........... ........... .......... ........... ..........1-15 Basic/Advanced Pricing Summary: Price Lists ........... ........... ........... ........... .......... ........... ........... .......... .......1-16 Basic/Advanced Pricing Summary: Agreements...........................................................................................1-18 Basic/Advanced Pricing Summary: Formulas...............................................................................................1-19 Basic/Advanced Pricing Summary: Modifiers .......... ........... ........... ........... ........... .......... ........... ........... ........1-20 Agenda...........................................................................................................................................................1-24 Pricing Engine Overview...............................................................................................................................1-25 Pricing Engine ...............................................................................................................................................1-28 Pricing Engine Process ..................................................................................................................................1-30 Agenda...........................................................................................................................................................1-32 Advanced Pricing Features ............................................................................................................................1-33 The Advanced Pricing Process ......................................................................................................................1-34 Qualifiers .......................................................................................................................................................1-35 Qualifier Groups............................................................................................................................................1-36 Modifiers .......................................................................................................................................................1-37 Accruals.........................................................................................................................................................1-39 Formulas ........................................................................................................................................................1-40 Price Lists......................................................................................................................................................1-42 Pricing Attributes...........................................................................................................................................1-43 Contexts.........................................................................................................................................................1-44 Attribute Management...................................................................................................................................1-45 Responsibility Levels ....................................................................................................................................1-46 Oracle Pricing Administrator.........................................................................................................................1-47 Oracle Pricing Manager.................................................................................................................................1-48 Oracle Pricing User .......................................................................................................................................1-49 Agenda...........................................................................................................................................................1-50 Oracle Advanced Pricing HTML User Interface (UI) ........... .......... ........... ........... ........... .......... ........... ........1-51 Description of Major Changes.......................................................................................................................1-52 Pricing Home Page (HTML UI) ....................................................................................................................1-53 Modifier Setup (HTML UI)...........................................................................................................................1-54 Shortcut Region from HTML Home page.....................................................................................................1-56 Shortcut Region (HTML Home page)...........................................................................................................1-57 Summary........................................................................................................................................................1-58

Generic Implementation Setup.......................................................................................................................2-1 Generic Implementation Setup ......................................................................................................................2-2 Objectives ......................................................................................................................................................2-3 Agenda...........................................................................................................................................................2-4 Perform System Administration Steps...........................................................................................................2-5 Set Profile Options.........................................................................................................................................2-6 Set Multi-Currency Profile Options...............................................................................................................2-8 Perform System Sourcing..............................................................................................................................2-9 Verify or Create Pricing Transaction Entity ........... .......... ........... ........... ........... ........... .......... ........... .......... ..2-10




11i Advanced Pricing Fundamentals Table of Contentsii

Create Qualifier Contexts and Qualifier Attributes ........... ........... .......... ........... ........... .......... ........... .......... ..2-11 Create Pricing Contexts, Pricing Attributes, and Product Attributes.............................................................2-12 Perform Attribute Management.....................................................................................................................2-13 Define Unit of Measure .................................................................................................................................2-14 Define Unit of Measure Conversions ............................................................................................................2-15 Define Item Category Sets and Item Categories............................................................................................2-16 Set Up Inventory Organization......................................................................................................................2-17 Define Item Information................................................................................................................................2-18 Create Item Relationships..............................................................................................................................2-19 Define Pricing Lookups.................................................................................................................................2-20 Define Oracle Order Management Lookups..................................................................................................2-21 Define Shipping Lookups..............................................................................................................................2-22 Set Up Customer Class and Profile Class......................................................................................................2-24 Define Customers and Customer Sites ..........................................................................................................2-25 Define Transaction Types..............................................................................................................................2-26 Define Freight Terms.....................................................................................................................................2-27 Define Freight Cost Type ..............................................................................................................................2-28 Define Payment Terms..................................................................................................................................2-29 Enable Currencies..........................................................................................................................................2-31 Create Events and Phases ..............................................................................................................................2-32 Set up Pricing Security ..................................................................................................................................2-34 Agenda...........................................................................................................................................................2-35 Advanced Pricing Concepts...........................................................................................................................2-36 Pricing Rules .................................................................................................................................................2-37 Pricing Actions..............................................................................................................................................2-38 Pricing Controls.............................................................................................................................................2-39 Pricing Extensibility ......................................................................................................................................2-40 Attribute Mapping .........................................................................................................................................2-41 APIs...............................................................................................................................................................2-42 Basic Flow of Pricing ....................................................................................................................................2-43 Agenda...........................................................................................................................................................2-44 Methodology Steps........................................................................................................................................2-45 Agenda...........................................................................................................................................................2-46 Analyzing Pricing Needs...............................................................................................................................2-47

Agenda...........................................................................................................................................................2-50 Developing Pricing Solutions ........................................................................................................................2-51 Single or Multiple Currency Price Lists .......... ........... .......... ........... ........... ........... ........... .......... .......... .........2-52 Customer Hierarchy.......................................................................................................................................2-54 Trading Community Architecture (TCA) Attributes .......... ........... ........... ........... .......... ........... ........... ..........2-56 Product Hierarchy..........................................................................................................................................2-57 Item Categories and Category Sets................................................................................................................2-59 Pricing Attributes...........................................................................................................................................2-60 Structuring Your Pricing Rules and Actions .................................................................................................2-62 Establishing Pricing Controls ........................................................................................................................2-63 Defining Unit of Measure..............................................................................................................................2-65 Defining Unit of Measure Conversions ........... .......... ........... ........... .......... ........... .......... ........... ........... .........2-66 Adjusting UOM Setups for Advanced Pricing ..............................................................................................2-67 Primary UOM Versus Pricing UOM .............................................................................................................2-68 Multiple Organizations and Pricing Actions..................................................................................................2-70 Using Qualifiers with Multiple Organizations...............................................................................................2-71 QP: Item Validation Organization.................................................................................................................2-72 Cross Order Volume Loader..........................................................................................................................2-73 Organization Specific Seeded Qualifiers and Pricing Attributes...................................................................2-75 Agenda...........................................................................................................................................................2-77 Testing Your Pricing Solutions .....................................................................................................................2-78 Agenda...........................................................................................................................................................2-79 Selected Advanced Pricing Lookups ........... ........... ........... .......... ........... ........... ........... .......... ........... .......... ..2-80




11i Advanced Pricing Fundamentals Table of Contentsiii

Price List LOV in Order Management ..........................................................................................................2-81 Agreement Type ............................................................................................................................................2-82 Arithmetic Operator.......................................................................................................................................2-83 Comparison Operator ....................................................................................................................................2-84 Currency Precision Type ...............................................................................................................................2-85 Effective Date Types .....................................................................................................................................2-86 Incompatibility Groups..................................................................................................................................2-87 Incompatibility Resolution Code...................................................................................................................2-88 List Line Type Code......................................................................................................................................2-89 List Type Code ..............................................................................................................................................2-93 Modifier Level Code .....................................................................................................................................2-95 Price Break Type Code..................................................................................................................................2-96 Price Formula Line Type Code......................................................................................................................2-97 Pricing Events................................................................................................................................................2-99 Pricing Buckets..............................................................................................................................................2-101 Related Modifier Group Type .......................................................................................................................2-102 Request Type.................................................................................................................................................2-103 Source System ...............................................................................................................................................2-104 Agenda...........................................................................................................................................................2-105 Order Management Profile Options for Advanced Pricing .......... ........... ........... ........... ........... .......... ...........2-106 OM: Discounting Privileges ..........................................................................................................................2-107 OM: GSA Discount Violation Action ...........................................................................................................2-108 OM: Negative Pricing....................................................................................................................................2-109 OM: Promotion Limit Violation....................................................................................................................2-110 OM: Show Discount Details on Invoice ........................................................................................................2-111 Advanced Pricing Profile Options .................................................................................................................2-112 QP: Accrual UOM Class ...............................................................................................................................2-113 QP: Accumulation Attributes Enabled ..........................................................................................................2-114 QP: Administer Public Queries .....................................................................................................................2-115 QP: Allow Buckets for Manual Modifiers.....................................................................................................2-116 QP: Batch Size for Bulk Import.....................................................................................................................2-117 QP: Blind Discount Option............................................................................................................................2-118 QP: Break UOM Proration Allowed..............................................................................................................2-119 QP: Build Attributes Mapping Options .........................................................................................................2-120

QP: Cross Order Volume Period 1 ................................................................................................................2-121 QP: Cross Order Volume Period 2 ................................................................................................................2-122 QP: Cross Order Volume Period 3 ................................................................................................................2-123 Advanced Pricing Profile Options .................................................................................................................2-124 QP: Custom Sourced .....................................................................................................................................2-125 QP: Debug .....................................................................................................................................................2-126 QP: Get Custom Price Customized................................................................................................................2-127 QP: High Volume Order Processing Compliance .........................................................................................2-129 QP: Insert Formula Step Values into Temp Table.........................................................................................2-130 QP: Inventory Decimal Precision ..................................................................................................................2-131 QP: Item Validation Organization.................................................................................................................2-132 Advanced Pricing Profile Options .................................................................................................................2-133 QP: Licensed for Product ..............................................................................................................................2-134 QP: Limit Exceed Action ..............................................................................................................................2-135 QP: Line Volume UOM Code.......................................................................................................................2-136 QP: Line Weight UOM Code ........................................................................................................................2-138 QP: Modifier Find Window - Show records..................................................................................................2-140 QP: Multi-Currency Installed ........................................................................................................................2-141 QP: Multi Currency Usage ............................................................................................................................2-143 QP: Negative Pricing.....................................................................................................................................2-144 QP: Pass Qualifiers to Get_Custom_Price API .......... .......... ........... ........... ........... ........... .......... ........... ........2-145 QP: Price Rounding.......................................................................................................................................2-146 QP: Pricing Transaction Entity......................................................................................................................2-148




11i Advanced Pricing Fundamentals Table of Contentsiv

QP: Promotional Limits Installed ..................................................................................................................2-150 QP: Qualify Secondary Price Lists ................................................................................................................2-151 QP: Return Manual Discounts .......................................................................................................................2-152 Advanced Pricing Profile Options .................................................................................................................2-154 QP: Satisfied Qualifiers Option.....................................................................................................................2-155 QP: Security Control .....................................................................................................................................2-156 QP: Security Default Maintain Privilege .......... .......... ........... ........... .......... ........... ........... .......... ........... .......2-157 QP: Security Default ViewOnly Privilege.....................................................................................................2-158 QP: Selling Price Rounding Options .............................................................................................................2-159 QP: Set Request Name ..................................................................................................................................2-161 QP: Source System Code...............................................................................................................................2-162 QP: Time UOM Conversion..........................................................................................................................2-164 Profile Options for UOM...............................................................................................................................2-166 QP: Accrual UOM Class ...............................................................................................................................2-167 QP: Line Volume UOM Code.......................................................................................................................2-168 QP: Line Weight UOM Code ........................................................................................................................2-169 QP: Unit Price Precision Type.......................................................................................................................2-170 QP: Valueset Lookup Filter...........................................................................................................................2-171 QP: Verify GSA Violations ...........................................................................................................................2-172 Summary........................................................................................................................................................2-173

Pricing Security ...............................................................................................................................................3-1 Pricing Security .............................................................................................................................................3-2 Objectives ......................................................................................................................................................3-3 Agenda...........................................................................................................................................................3-4 Overview .......................................................................................................................................................3-5 Pricing Security Administrator......................................................................................................................3-7 Levels of Pricing Security .............................................................................................................................3-8 Functional Security........................................................................................................................................3-9 PTE + Source System Code level Security....................................................................................................3-10 Levels of Pricing Security .............................................................................................................................3-11 Agenda...........................................................................................................................................................3-12 Step 1: Mapping Security Requirements .......................................................................................................3-13 Step 2: Assign Existing Pricing Entities to Operating Units (Entity Usage) ........... .......... ........... ........... ......3-14

Assign Existing Pricing Entities to Operating Units (Entity Usage) .......... ........... .......... ........... ........... ....3-15 Solution - Assign Existing Pricing Entities to Operating Units (Entity Usage).........................................3-16

Step 3: Create Privileges for Existing Pricing Entities .......... ........... ........... ........... .......... ........... ........... .......3-18 Create a Privilege.......................................................................................................................................3-19 Solution - Create a Privilege......................................................................................................................3-20

Step 4: Set up Default Security Profile Options ............................................................................................3-24 Set up Default Security Profile Options.....................................................................................................3-25 Solution - Set up Default Security Profile Options....................................................................................3-26

Step 5: Turning Security On using the profile option QP: Security Control .......... ............ ........... ........... .....3-30 Agenda...........................................................................................................................................................3-31 Multiple Organizations and Pricing Actions..................................................................................................3-32 Security for Operating Units..........................................................................................................................3-33 Entity Usage ..................................................................................................................................................3-34 Owned by Operating Unit..............................................................................................................................3-36 Global Usage .................................................................................................................................................3-37 Agenda...........................................................................................................................................................3-38 Creating Privileges ........................................................................................................................................3-39 Privileges: Grantee Types..............................................................................................................................3-40 Privileges: Using Grantee Types/Grantees .......... ........... .......... ........... ........... .......... ........... .......... ........... .....3-42 Privileges: Access Level................................................................................................................................3-43 Privileges .......................................................................................................................................................3-44 Agenda...........................................................................................................................................................3-45 Entity Sets......................................................................................................................................................3-46




11i Advanced Pricing Fundamentals Table of Contentsv

Agenda...........................................................................................................................................................3-47 Security Implementation Steps – Setting up Default Security Profile Options ........... ........... ........... ........... .3-48 Security Implementation Steps – Turning Security On .......... .......... ........... ........... .......... ........... ........... .......3-50 After the Security Upgrade: Impact of Changes............................................................................................3-52 Summary........................................................................................................................................................3-53

Qualifiers and Qualifier Groups ....................................................................................................................4-1 Qualifiers and Qualifier Groups ....................................................................................................................4-2 Objectives ......................................................................................................................................................4-3 Agenda...........................................................................................................................................................4-5 Overview of Qualifiers ..................................................................................................................................4-6 Agenda...........................................................................................................................................................4-8 Creating Qualifiers for Price Lists or Modifiers .......... ........... ........... .......... ........... ........... .......... ........... .......4-9 Creating List Qualifiers in Creation Flow (HTML UI) ........... .......... ........... ........... .......... ........... .......... .......4-10 Creating Line Qualifiers in Creation Flow (HTML UI) ......... ........... ........... .......... ........... ........... .......... .......4-11 Typical Qualifier Setup (HTML UI) .............................................................................................................4-12 Agenda...........................................................................................................................................................4-13 Qualifier Terminology...................................................................................................................................4-14 Example of Qualifier Hierarchy ....................................................................................................................4-15 Qualifiers (HTML UI)...................................................................................................................................4-16 Unique Qualifiers (HTML UI) ......................................................................................................................4-17 Common Qualifiers (HTML UI) ...................................................................................................................4-18 Agenda...........................................................................................................................................................4-19 Creating Qualifier Groups .............................................................................................................................4-20 Qualifier Grouping Number ..........................................................................................................................4-21

Practice - Create a Qualifier Group ...........................................................................................................4-23 Solution – Create a Qualifier Group..........................................................................................................4-25

Agenda...........................................................................................................................................................4-29 Appending Qualifier Groups .........................................................................................................................4-30 Agenda...........................................................................................................................................................4-31 Entering Qualifier Information (Forms UI) ........... .......... ........... ........... .......... ........... .......... ........... ........... ...4-32 Qualifier Grouping Number (Forms UI) .......................................................................................................4-34 Selected Qualifier Groups..............................................................................................................................4-35 Agenda...........................................................................................................................................................4-36 Appending Qualifier Groups (Forms UI) ......................................................................................................4-37 Retaining Grouping Numbers Across Qualifier Groups................................................................................4-38 Generating Unique Grouping Numbers Across Qualifier Groups.................................................................4-39 Summary........................................................................................................................................................4-40

Price Lists.........................................................................................................................................................5-1 Price Lists......................................................................................................................................................5-2 Objectives ......................................................................................................................................................5-3 Agenda...........................................................................................................................................................5-5 Overview of Pricing Process .........................................................................................................................5-6 Price Lists Overview .....................................................................................................................................5-7 Price List Information....................................................................................................................................5-8 Basic List Information...................................................................................................................................5-10 Agenda...........................................................................................................................................................5-12 Bulk Uploading of Price Lists .......................................................................................................................5-13 Bulk Loader for Price List .............................................................................................................................5-14 Setting up Bulk Loader for Price List Step 1: Loading Data .......... .......... ........... ........... ........... ........... ........5-15 Setting up Bulk Loader for Price List Step 2: Pre-Processing Steps .......... ........... ........... .......... ........... .......5-16 Setting up Bulk Loader for Price List Step 3: Importing Data ........... ........... .......... ........... ........... ........... ....5-17 Bulk Loader Processing.................................................................................................................................5-18 Bulk Loader: Profile Options.........................................................................................................................5-19 Agenda...........................................................................................................................................................5-22 Creating Price Lists .......................................................................................................................................5-23 Creating Price Lists: Flow .............................................................................................................................5-26




11i Advanced Pricing Fundamentals Table of Contentsvi

Create List: General Information...................................................................................................................5-27 Secondary Price List......................................................................................................................................5-29 Secondary Price List Region: Precedence .......... .......... ........... .......... ........... ........... .......... ........... .......... .......5-30 QP: Qualify Secondary Price Lists ................................................................................................................5-32 Create List: List Qualifier..............................................................................................................................5-33 Create List: Review.......................................................................................................................................5-35

Practice - Create a Price List......................................................................................................................5-37 Solution - Creating a Price List..................................................................................................................5-39

Adding Price List Lines (HTML UI).............................................................................................................5-47 Price List Lines..............................................................................................................................................5-48 Default UOM for Price Lists .........................................................................................................................5-50 List Line Information.....................................................................................................................................5-51 Price List Line Values ...................................................................................................................................5-53 Price List Lines Example...............................................................................................................................5-55

Practice - Create Price List Lines ..............................................................................................................5-56 Solution - Create Price List Lines..............................................................................................................5-58

Agenda...........................................................................................................................................................5-65 Overview of Price Breaks..............................................................................................................................5-66 Types of Price Breaks....................................................................................................................................5-67 Price Breaks...................................................................................................................................................5-68 Block Pricing.................................................................................................................................................5-72 Usage Proration of Price Breaks....................................................................................................................5-73 Advantages of Usage Proration .....................................................................................................................5-74 Usage Proration of Price Breaks....................................................................................................................5-75 Usage Modification - Proration Dependencies and Interactions.......... ........... ........... ........... ........... ........... ..5-77

Practice - Create Point and Range Price Breaks for Price List Items .......... .......... ........... ........... ........... ...5-78 Solution - Working with Point and Range Price Breaks............................................................................5-81

Agenda...........................................................................................................................................................5-92 Price List Maintenance Feature .....................................................................................................................5-93

Practice - Use Price List Maintenance to Find and Change Price Lists.....................................................5-94 Solution - Use Price List Maintenance to Find and Change Price Lists .......... ........... ........... ........... .........5-96

Agenda...........................................................................................................................................................5-103 Overview of Multi-Currency Conversion Lists .......... .......... ........... ........... ........... ........... .......... ........... ........5-104 Multi-Currency Conversion Lists .......... .......... ........... ........... .......... ........... ........... .......... ........... .......... .........5-106

Attributes .......................................................................................................................................................5-107 Markup Values and Formulas........................................................................................................................5-108 Implementation Decisions for Creating Multi-Currency Conversion Lists ........... ........... ........... .......... ........5-109 Combining Price Lists ...................................................................................................................................5-111 Rounding .......................................................................................................................................................5-113 Rounding Behavior During Currency Conversion Calculations: Non-Service Items....................................5-114 Rounding Behavior During Currency Conversion Calculations: Service Items............................................5-115 QP: Selling Price Rounding Options = Individual.........................................................................................5-116 QP: Selling Price Rounding Options = N (No)..............................................................................................5-117 Profile: QP Multi-Currency Installed ............................................................................................................5-118 Multi-Currency Conversion Lists .......... .......... ........... ........... .......... ........... ........... .......... ........... .......... .........5-120 Using Conversion Types ...............................................................................................................................5-121 Creating a Multi-Currency Conversion List ........... ........... .......... ........... ........... ........... ........... .......... .......... ..5-123 Creating Conversion Criteria Detail ..............................................................................................................5-125 Example of Using Precedence.......................................................................................................................5-127 Attaching Multi-Currency Conversion Lists to Price Lists or Agreements ........... ........... .......... ........... ........5-129 Multi-Currency Changes to Price Lists and Agreements...............................................................................5-132 Upgrading from Single Currency to Multi-Currency Price Lists...................................................................5-134 Using Multi-Currency Price Lists with Other Oracle Products ........... ........... .......... ........... ........... .......... .....5-136

Practice - Create a Multi-Currency Conversion List .......... ........... ........... .......... ........... ........... ........... ......5-137 Solution - Create a Multi-Currency Conversion List.................................................................................5-139

Agenda...........................................................................................................................................................5-145 Maintaining Price Lists..................................................................................................................................5-146




11i Advanced Pricing Fundamentals Table of Contentsvii

Copying Price Lists .......................................................................................................................................5-147 Practice - Copy a Price List .......................................................................................................................5-150 Solution - Copy a Price List.......................................................................................................................5-151

Copying Price List Lines ...............................................................................................................................5-155 Adding Inventory Items to Price Lists...........................................................................................................5-156 Adding Items to Price Lists ...........................................................................................................................5-157 Updating Prices Manually for Price List Lines..............................................................................................5-159 Adjusting Price Lists .....................................................................................................................................5-160 Querying Price List Lines..............................................................................................................................5-163 Deleting Price List Information.....................................................................................................................5-165 Agenda...........................................................................................................................................................5-166 Creating Agreements .....................................................................................................................................5-167 Agenda...........................................................................................................................................................5-169 Overview of General Services Administration (GSA) Pricing ........... ........... ........... ........... .......... ........... .....5-170 What is GSA?................................................................................................................................................5-171 Creating GSA Price Lists ..............................................................................................................................5-172 Main Tab Information ...................................................................................................................................5-174 Modifiers Summary Tab Information............................................................................................................5-175 Discounts/Charges Tab Information..............................................................................................................5-176 Creating GSA List Qualifiers ........................................................................................................................5-177 Creating GSA Price Lists ..............................................................................................................................5-182 OM: Allow Negative Pricing.........................................................................................................................5-184 Overview of Creating Agreements ................................................................................................................5-185 Generic or Customer Specific Agreements....................................................................................................5-188 Types of Agreements.....................................................................................................................................5-189 Standard Price List.........................................................................................................................................5-190 Agreement Price List.....................................................................................................................................5-191 Merging Customers .......................................................................................................................................5-192 Creating Agreements .....................................................................................................................................5-193 Agreement Tab Information ..........................................................................................................................5-194 Pricing Tab Information ................................................................................................................................5-195 Payment Tab Information..............................................................................................................................5-196 Creating Agreement Lines for Standard Price Lists .......... ........... ........... ........... ........... .......... ........... ...........5-197 Creating Agreement Lines for Agreement Price Lists...................................................................................5-198

Creating Agreement Lines.............................................................................................................................5-199 Defining Pricing Attributes............................................................................................................................5-201 Defining Price Breaks....................................................................................................................................5-202 Revising Existing Agreements ......................................................................................................................5-203 Create Revision Window...............................................................................................................................5-206 Finding Agreements ......................................................................................................................................5-207 Deleting Agreements .....................................................................................................................................5-208 Agenda...........................................................................................................................................................5-209 Blanket Sales Agreement (BSA) ...................................................................................................................5-210 Changes To Price List for Blanket Sales Agreements ........... ........... ........... .......... ........... ........... ........... ......5-211 Summary........................................................................................................................................................5-212

Formulas...........................................................................................................................................................6-1 Formulas ........................................................................................................................................................6-2 Objectives ......................................................................................................................................................6-3 Agenda...........................................................................................................................................................6-5 Overview of Formulas ...................................................................................................................................6-6 Formulas ........................................................................................................................................................6-7 Component Types..........................................................................................................................................6-8 Agenda...........................................................................................................................................................6-10 Types of Formulas .........................................................................................................................................6-11 Static Calculation...........................................................................................................................................6-12 Dynamic Calculation .....................................................................................................................................6-13




11i Advanced Pricing Fundamentals Table of Contentsviii

Pricing Formulas ...........................................................................................................................................6-14 Pricing Formula Example..............................................................................................................................6-15 Linking Formulas ..........................................................................................................................................6-16 Agenda...........................................................................................................................................................6-18 Component Types..........................................................................................................................................6-19 Component Type: Function ...........................................................................................................................6-20 Component Type: List Price..........................................................................................................................6-21 Component Type: Factor List........................................................................................................................6-22 Component Type: Modifier Value.................................................................................................................6-24 Component Type: Numeric Constant ............................................................................................................6-25 Component Type: Price List Line..................................................................................................................6-26 Component Type: Pricing Attribute ..............................................................................................................6-27 Advanced Pricing-Pricing Formula Window.................................................................................................6-28

Practice - Define a Simple Pricing Formula .......... ........... .......... ........... ........... ........... ........... ........... ........6-29 Solution – Define a Simple Pricing Formula.............................................................................................6-31 Practice - Enter Sales Orders Using Simple Pricing Formulas.. ........... .......... ........... ........... .......... ...........6-41 Solution - Enter Sales Orders Using Simple Pricing Formulas .......... .......... ........... ........... .......... ........... ..6-42

Agenda...........................................................................................................................................................6-46 Creating Pricing Formulas.............................................................................................................................6-47 Creating Pricing Formula Lines.....................................................................................................................6-48 Build Formula Package .................................................................................................................................6-50 Formula Line Types.......................................................................................................................................6-51 Agenda...........................................................................................................................................................6-53 Factor List Details .........................................................................................................................................6-54 Defining Factor List Details ..........................................................................................................................6-55 Finding Formula Factor Lines .......................................................................................................................6-58

Null Values in Formulas ........... .......... ........... .......... ........... .......... ........... .......... ........... ........... .......... ........... .6-61 Null Values Example.......... ........... .......... ........... ........... .......... ........... ........... .......... ........... .......... .......... .......6-62 Updating Formula Prices Window ................................................................................................................6-64 Updating Formula Prices for Static Formula Calculations ........... ........... .......... ........... ........... ........... ...........6-65

Practice - Define a Formula Using Pricing Attributes and Factors............................................................6-67 Solution - Practice - Define a Formula Using Pricing Attributes and Factors...........................................6-73 Practice - Enter a Sales Order Using the Car Options Formula.................................................................6-97 Solution - Enter a Sales Order Using the Car Options Formula .......... ........... ........... .......... ........... ...........6-99

Agenda...........................................................................................................................................................6-105 Get_Custom_Price API .................................................................................................................................6-106 GET_CUSTOM_PRICE Example ................................................................................................................6-107 Customizing GET_CUSTOM_PRICE ..........................................................................................................6-109 Using GET_CUSTOM_PRICE.....................................................................................................................6-110 GET_CUSTOM_PRICE Parameters.............................................................................................................6-111 Implementing Get Custom Price ...................................................................................................................6-112 Agenda...........................................................................................................................................................6-114 Seeded Freight and Special Charge Formulas .......... .......... ........... ........... .......... ........... ........... .......... ...........6-115 Agenda...........................................................................................................................................................6-116 Formula Step Values Window.......................................................................................................................6-117 Using the Formula Step Values Window ......................................................................................................6-119 Agenda...........................................................................................................................................................6-121 Setting up Formula Profiles ...........................................................................................................................6-122 QP: Debug .....................................................................................................................................................6-123 QP: Set Request Name ..................................................................................................................................6-124 QP: Insert Formula Step Values into Temp Table.........................................................................................6-125 QP: Get Custom Price Customized................................................................................................................6-126 QP: Unit Price Precision Type.......................................................................................................................6-128 QP: Verify GSA Violations ...........................................................................................................................6-129 Order Management Profiles...........................................................................................................................6-130 OM: GSA Discount Violation Action ...........................................................................................................6-131 Agenda...........................................................................................................................................................6-132




11i Advanced Pricing Fundamentals Table of Contentsix

Formula Scenario 1........................................................................................................................................6-133 Formula Scenario 2........................................................................................................................................6-137 Agenda...........................................................................................................................................................6-140 Pricing Formula Problem and Solution .........................................................................................................6-141 Summary........................................................................................................................................................6-144

Modifiers ..........................................................................................................................................................7-1 Modifiers .......................................................................................................................................................7-2 Objectives ......................................................................................................................................................7-3 Agenda...........................................................................................................................................................7-5 Overview .......................................................................................................................................................7-6 Modifiers in Business Scenario Process .......... .......... ........... ........... .......... ........... ........... .......... ........... .........7-7 Pricing Concept: Modifiers............................................................................................................................7-8 Example of Modifier Use ..............................................................................................................................7-9 Example of Surcharge Modifier ....................................................................................................................7-10 Modifier Components....................................................................................................................................7-11 Agenda...........................................................................................................................................................7-12 Modifier Setup...............................................................................................................................................7-13 Modifier Setup (HTML UI)...........................................................................................................................7-14 Create Modifier List Flow (HTML UI) .......... ........... .......... ........... ........... .......... ........... .......... ........... ..........7-15 Types of Modifier Lists .................................................................................................................................7-16 Create List: General Information...................................................................................................................7-17 Currency ........................................................................................................................................................7-18 Optional Currency .........................................................................................................................................7-19 General Information: Optional Currency.......................................................................................................7-20 General Information: Optional Currency Modifier Advantages....................................................................7-21 Create List: List Qualifier..............................................................................................................................7-22 Create List: Review.......................................................................................................................................7-24 Agenda...........................................................................................................................................................7-25 Adding Modifier Lines ..................................................................................................................................7-26 Modifier List and Line Type Relationships...................................................................................................7-27 Agenda...........................................................................................................................................................7-29 Create Modifier Line Flow (HTML UI) .......... ........... .......... ........... ........... ........... ........... .......... .......... .........7-30 Modifier Line Types......................................................................................................................................7-32 Discount Modifier..........................................................................................................................................7-34

Practice - Create a Discount Modifier with a Qualifier Group .......... ........... ........... ........... .......... ........... ..7-35 Solution - Create a Discount Modifier with a Qualifier Group .......... ........... ........... ........... ........... ...........7-38

Surcharge Modifier........................................................................................................................................7-55 Practice - Create a Surcharge Modifier......................................................................................................7-56 Solution - Create a Surcharge Modifier.....................................................................................................7-58

Freight and Special Charges Modifier ........... ........... ........... ........... .......... ........... ........... ........... .......... ..........7-70 Creating Freight and Special Charges Modifiers...........................................................................................7-71

Practice - Create a Freight and Special Charge List Modifier .......... ........... .......... ........... ........... ........... ...7-72 Solution – Create a Freight and Handling Charges Modifier ......... ........... ........... .......... ........... ........... .....7-77

Promotional Goods Modifier.........................................................................................................................7-98 Practice - Create a Promotional Goods (Free Good) Modifier ........... .......... ........... ........... ........... ........... .7-99 Solution – Creating the Benefit that Customers Receive...........................................................................7-102

Term Substitution Modifier ...........................................................................................................................7-114 Practice - Create a Terms Substitution Modifier .......... ........... .......... ........... ........... .......... ........... .......... ...7-115 Solution – Create a Terms Substitution Modifier ........... .......... ........... ........... .......... ........... ........... ......... ..7-117

Item Upgrade Modifier ..................................................................................................................................7-126 Implementation Considerations: Item Upgrade Modifier..............................................................................7-127

Practice - Create an Item Upgrade Modifier..............................................................................................7-128 Solution – Create an Item Upgrade Modifier ........... ........... ........... ........... .......... ........... ........... ........... .....7-131

Other Item Discount Modifier .......................................................................................................................7-140 Coupon Issue Modifier ..................................................................................................................................7-141

Practice - Create a Coupon Issue Modifier ........... ........... .......... ........... ........... .......... ........... ........... ..........7-142




11i Advanced Pricing Fundamentals Table of Contentsx

Solution – Create the Coupon Issue Modifier............................................................................................7-146 Price Breaks Modifier....................................................................................................................................7-161 Price Break Modifiers: Point Break...............................................................................................................7-163 Price Break Modifiers: Range Breaks ...........................................................................................................7-164 Price Breaks: Net Amount.............................................................................................................................7-165 Price Breaks: Net Amount Example..............................................................................................................7-166 Accumulated Range Breaks...........................................................................................................................7-168

Practice - Create a Modifier with Point and Range Breaks .......... ........... ........... .......... ........... ........... .......7-171 Solution - Create a Modifier with Point and Range Breaks.......................................................................7-175

Modifier Line: Start/End Dates .....................................................................................................................7-197 Agenda...........................................................................................................................................................7-199 Controls .........................................................................................................................................................7-200 Pricing Controls Hierarchy............................................................................................................................7-201 Controls: Implementation Considerations .....................................................................................................7-202 How Pricing Engine Processes Pricing Controls .......... ........... .......... ........... ........... .......... ........... .......... .......7-203 Controls: Modifier Level...............................................................................................................................7-204 Controls: Pricing Phase .................................................................................................................................7-205 Seeded Pricing Phases ...................................................................................................................................7-206 Events ............................................................................................................................................................7-208 Events and Phases: Table ..............................................................................................................................7-211 Seeded Phases Example.................................................................................................................................7-212 Phase and Event Implementation Decision ...................................................................................................7-213 Event Phases..................................................................................................................................................7-214 Event Phases: Line Event ..............................................................................................................................7-215 Event Phases: Order Event ............................................................................................................................7-216 Event Phases: Book and Ship Events ............................................................................................................7-217 Event Phases: Batch Event ............................................................................................................................7-218 Controls: Buckets ..........................................................................................................................................7-219 Buckets: Implementation Considerations ......... ........... ........... .......... ........... ........... .......... ........... ........... .......7-221

Null Buckets .......... ........... .......... ........... ........... .......... ........... .......... ........... ........... .......... ........... .......... .........7-223 Buckets For Manual Modifiers......................................................................................................................7-224 Controls: Incompatibility...............................................................................................................................7-226 Controls: Incompatibility Groups Implementation Decisions .......... ........... ........... .......... ........... ........... .......7-227 Controls: Determining Incompatibility Groups.............................................................................................7-228

Controls: Resolving Modifier Incompatibility...............................................................................................7-229 Exclusivity.....................................................................................................................................................7-230 Exclusivity: Implementation Considerations.................................................................................................7-231 Best Price.......................................................................................................................................................7-232 Create Product ...............................................................................................................................................7-234 Define Product...............................................................................................................................................7-235 Product: Excluded Products...........................................................................................................................7-236 Precedence Value ..........................................................................................................................................7-237 Precedence Number .......................................................................................................................................7-238 Define Benefit ...............................................................................................................................................7-239 Adjustment Methods......................................................................................................................................7-240 Modifier Implementation Considerations: Accruals......................................................................................7-241 Agenda...........................................................................................................................................................7-243 Overview of Promotional Limits...................................................................................................................7-244 Limit Types ...................................................................................................................................................7-245 Hard Limit .....................................................................................................................................................7-246 Soft Limit.......................................................................................................................................................7-247 Limits: Viewing Transactions........................................................................................................................7-248 Limits: Exceptions.........................................................................................................................................7-250

Practice - Create a Discount Modifier Using Promotional Limits.............................................................7-251 Solution – Create a Discount Modifier with Promotional Limits .......... ........... ........... ........... ........... ........7-254

Summary........................................................................................................................................................7-262




11i Advanced Pricing Fundamentals Table of Contentsxi

Attribute Management....................................................................................................................................8-1 Attribute Management...................................................................................................................................8-2 Objectives ......................................................................................................................................................8-3 Agenda...........................................................................................................................................................8-4 What is Attribute Management? ....................................................................................................................8-5 Common Terms.............................................................................................................................................8-7 Attributes in Advanced Pricing .....................................................................................................................8-9 Attributes and Contexts .................................................................................................................................8-10 How Can Attributes Control Pricing Actions? ..............................................................................................8-11 Steps in Creating Attributes...........................................................................................................................8-12 Agenda...........................................................................................................................................................8-13 Overview of Pricing Transaction Entity (PTE) .............................................................................................8-14 Components of a Pricing Transaction Entity.................................................................................................8-16 Source Systems and Request Types...............................................................................................................8-18 Example: Order Fulfillment PTE...................................................................................................................8-19 Reviewing Available PTEs............................................................................................................................8-20 Role of PTEs in Attribute Management ........................................................................................................8-21 PTE in Attribute Creation Process.................................................................................................................8-22 Linking Attributes to a PTE...........................................................................................................................8-23 Creating a New Pricing Transaction Entity .......... ........... .......... ........... ........... ........... ........... .......... ........... ...8-25 Defining Pricing Transaction Entity Associations.........................................................................................8-27 Agenda...........................................................................................................................................................8-28 What is a Context?.........................................................................................................................................8-29 Context Examples..........................................................................................................................................8-30 Understanding Contexts ................................................................................................................................8-31 Contexts.........................................................................................................................................................8-32 Qualifier Contexts..........................................................................................................................................8-34 Qualifier Context Examples ..........................................................................................................................8-35 Product Contexts............................................................................................................................................8-36 Pricing Contexts ............................................................................................................................................8-37 Agenda...........................................................................................................................................................8-38 Context/Attribute Creation Process ...............................................................................................................8-39 Creating Attributes for Contexts....................................................................................................................8-40 Attribute Selection: Pricing Engine Processing.............................................................................................8-41

Pricing Attributes and Flexfields...................................................................................................................8-42 Pricing Attributes...........................................................................................................................................8-43 Practice - Create a Pricing Qualifier Context and Attributes.....................................................................8-46 Solution –Create a Pricing Qualifier Context and Attributes.....................................................................8-48

Agenda...........................................................................................................................................................8-52 Overview of Attribute Mapping Methods .....................................................................................................8-53 Stages in Attribute Creation...........................................................................................................................8-54 Linking Attributes to a Pricing Transaction Entity........................................................................................8-55 Advanced Pricing–PTE–Attribute Linking Window.....................................................................................8-56 Setting Attribute Levels.................................................................................................................................8-58 Attribute Levels.............................................................................................................................................8-60 Attributes and Pricing Window LOVs...........................................................................................................8-61 Disabling an Attribute from a PTE................................................................................................................8-63

Practice - Link Attributes to a Pricing Transaction Entity (PTE) ........... .......... ........... ........... ........... ........8-64 Solution – Link the Attribute to a Pricing Transaction Entity (PTE).........................................................8-66

Agenda...........................................................................................................................................................8-69 Assigning an Attribute Mapping Method......................................................................................................8-70 Attribute Mapping .........................................................................................................................................8-72 Setting Up a New Mapping Rule for a Qualifier/Pricing Attribute .......... ........... ........... .......... ........... ..........8-73 Attribute Mapping Window...........................................................................................................................8-75

Practice - Use Attribute Mapping to Define an Attribute .......... ........... ........... ........... .......... ........... ..........8-77 Solution – Use Attribute Mapping to Define an Attribute.........................................................................8-80

Agenda...........................................................................................................................................................8-86




11i Advanced Pricing Fundamentals Table of Contentsxii

Build Attribute Mapping Rules Program.......................................................................................................8-87 Build Attribute Mapping Rules Program Checklist.......................................................................................8-89 Restoring Defaults .........................................................................................................................................8-91 Agenda...........................................................................................................................................................8-93 QP: Source System Code...............................................................................................................................8-94 Seeded Values for Source System Applications............................................................................................8-96 QP: Source System Code Example................................................................................................................8-97 Summary........................................................................................................................................................8-101

Diagnostics and Troubleshooting ...................................................................................................................9-1 Diagnostics and Troubleshooting ..................................................................................................................9-2 Objectives ......................................................................................................................................................9-3 Agenda...........................................................................................................................................................9-4 Overview of the Pricing Engine Request Viewer .......... ........... ........... .......... ........... ........... ........... .......... .....9-5 Setting Profile Options for Pricing Engine Request Viewer..........................................................................9-7 Pricing Engine Request Viewer.....................................................................................................................9-8 Using the Pricing Engine Request Viewer ....................................................................................................9-9 Pricing Engine Request Viewer Window .......... ........... ........... .......... ........... ........... .......... ........... .......... .......9-10 Agenda...........................................................................................................................................................9-11 Debug Log window .......................................................................................................................................9-12 Agenda...........................................................................................................................................................9-13 Pricing Engine Messages and Diagnosis ........... ........... ........... ........... ........... .......... ........... ........... ......... .......9-14 Summary........................................................................................................................................................9-15




11i Advanced Pricing Fundamentals Table of Contentsxiii

Preface

Profile

Before You Begin This Course

Before you begin this course, you should have the following qualifications:

• Thorough knowledge of the Advanced Pricing general concepts.

• Working experience with Oracle Advanced Pricing.

Prerequisites

• 11 i E-Business Suite Essentials for Implementers

• 11 i Order to Cash Fundamentals

How This Course Is Organized

11 i Advanced Pricing Fundamentals is an instructor-led course featuring lecture and hands-onexercises. Online demonstrations and written practice sessions reinforce the concepts and skillsintroduced.




11i Advanced Pricing Fundamentals Table of Contentsxiv

Related Publications

Oracle PublicationsTitle Part Number

Oracle Advanced Pricing Implementation Manual Release 11 i B14385_01

Oracle Advanced Pricing User's Guide Release 11 i B13966-01

Oracle Order Management Implementation Manual Release 11 i A95861_03

Oracle Order Management User's Guide Release 11 i A88765_05

Additional Publications

• System release bulletins

• Installation and user’s guides

• Read-me files

• International Oracle User’s Group (IOUG) articles

• Oracle Magazine




11i Advanced Pricing Fundamentals Table of Contentsxv

Typographic Conventions

Typographic Conventions in Text

Convention Element Example

Bold italic Glossary term (ifthere is a glossary)

The algorithm inserts the new key.

Caps andlowercase

Buttons,check boxes,triggers,windows

Click the Executable button.Select the Can’t Delete Card check box.Assign a When-Validate-Item trigger to the ORD block.Open the Master Schedule window.

Courier new,case sensitive(default islowercase)

Code output,directory names,filenames,

passwords, pathnames,URLs,

user input,usernames

Code output: debug.set (‘I”, 300); Directory: bin (DOS), $FMHOME (UNIX)Filename: Locate the init.ora file.Password: User tiger as your password.Pathname: Open c:\my_docs\projects URL: Go to http://www.oracle.com User input: Enter 300 Username: Log on as scott

Initial cap Graphics labels(unless the term is a

proper noun)

Customer address ( but Oracle Payables)

Italic Emphasized wordsand phrases,titles of books andcourses,variables

Do not save changes to the database.For further information, see Oracle7 Server SQL Language

Reference Manual. Enter [email protected] , where user_id is thename of the user.

Quotation

marks

Interface elements

with long namesthat have onlyinitial caps;lesson and chaptertitles in cross-references

Select “Include a reusable module component” and click Finish.

This subject is covered in Unit II, Lesson 3, “Working withObjects.”

Uppercase SQL columnnames, commands,functions, schemas,table names

Use the SELECT command to view information stored in theLAST_NAMEcolumn of the EMP table.

Arrow Menu paths Select File > Save.Brackets Key names Press [Enter].

Commas Key sequences Press and release keys one at a time:[Alternate], [F], [D]Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]




11i Advanced Pricing Fundamentals Table of Contentsxvi

Typographic Conventions in Code

Convention Element ExampleCaps andlowercase

Oracle Formstriggers

When-Validate-Item

Lowercase Column names,table names

SELECT last_nameFROM s_emp;

Passwords DROP USER scottIDENTIFIED BY tiger;

PL/SQL objects OG_ACTIVATE_LAYER(OG_GET_LAYER (‘prod_pie_layer’))

Lowercaseitalic

Syntax variables CREATE ROLE role

Uppercase SQL commands andfunctions

SELECT useridFROM emp;

Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct youthrough Oracle Applications.

(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve

This simplified path translates to the following:

1. (N) From the Navigator window, select Invoice then Entry then Invoice BatchesSummary .

2. (M) From the menu, select Query then Find .

3. (B) Click the Approve button.

Notations:

(N) = Navigator

(M) = Menu

(T) = Tab

(B) = Button

(I) = Icon

(H) = Hyperlink

(ST) = Sub Tab




11i Advanced Pricing Fundamentals Table of Contentsxvii

Typographical Conventions in Oracle Application Help System Paths

This course uses a “navigation path” convention to represent actions you perform to find pertinent information in the Oracle Applications Help System.

The following help navigation path, for example—

(Help) General Ledger > Journals > Enter Journals

—represents the following sequence of actions:

1. In the navigation frame of the help system window, expand the General Ledger entry.

2. Under the General Ledger entry, expand Journals.

3. Under Journals, select Enter Journals.

4. Review the Enter Journals topic that appears in the document frame of the help system

window.




11i Advanced Pricing Fundamentals Table of Contentsxviii




ModifiersChapter 7 - Page 1

ModifiersChapter 7





Modifiers





Objectives

Lesson AimThis lesson explains how to set up and use modifiers in Oracle Advanced Pricing. Modifiersenable you to set up price adjustments such as discounts and surcharges; benefits such as freegoods or coupons; and freight and special charges that the pricing engine applies immediatelyto pricing requests or accrues for later disbursement. Using modifiers, you can:•Set up a modifier list with multiple modifier lines that define the terms of the priceadjustment.•Create eligibility rules for modifiers by assigning list and line level qualifiers.•Define modifiers that are incompatible with other modifiers.•Create exclusive modifiers.•Create cascading modifiers.•Accrue monetary and non-monetary benefits.•Create monetary or usage limits that a customer can receive for a promotion, deal, or othermodifier.





Objectives





Agenda





Overview





Modifiers in Business Scenario Process





Example of Modifier Use





Example of Surcharge Modifier

Example of Surcharge ModifierA Surcharge modifier increases the cost of an item. It can be applied using the followingmethods:

• Percent• Amount• New price• Lumpsum

It is used to include taxes, handling charges, and other special costs in the price.Scenario 1

Customers in the National Accounts territory who spends less than 1000 currency units perorder receives a 2-percent surcharge.Scenario 2Any customer placing a rush order (delivery required within two days) has to pay a $50surcharge for special handling.





Modifier Components

Modifier ComponentsEach modifier list that you set up consists of modifier lines--both are set up in the modifiersetup window.





Agenda





Modifier Setup





Modifier Setup (HTML UI)

Modifier Setup (HTML UI) Use guided create flows to create and maintain your modifier lists and lines. These lists includedeals, discount lists, promotions, and surcharge lists. Guided create flows are available formodifier lines types of discount, surcharge, price break and promotional goods. For

promotional goods in HTML, additional buy items are not supported.For modifier types or features unavailable in HTML, you must use the Forms-enabled UI(accessed from the Oracle Pricing Manager responsibility). Within each create flow, you canverify your setup data before saving on the review page.Note : Modifiers created in the HTML UI are initially in inactive state (by default). You mustquery the modifier header again and select the the Active check box to make the modifieractive.





Create Modifier List Flow (HTML UI)

Create Modifier List Flow (HTML UI) This diagram shows the general guided steps to create a modifier list:1. Enter the general information for the list such as the name, currency, and description.2. Assign the list qualifiers by attaching an existing qualifier group, or creating new qualifiers.3. Review the list details before saving and moving on to create the list lines.Note : Modifiers created in the HTML UI are initially in inactive state (by default). You must

query the modifier header again and select the the Active check box to make the modifieractive.





Types of Modifier Lists

Types of Modifier ListsSelect the type of modifier list you want to create. Using modifier lists, you can creategroupings of price adjustments, benefits, and freight and special charges that you offer andreport together to meet various business needs. At the list level, you define criteria that iscommon to all of the line level modifiers. You can use the following list types:

Deal (Must associate a Parent Promotion with the Deal)• Discount List• Freight and Special charge List (Forms-enabled UI only)• Promotion• Surcharge List

For each list type that you define, you can associate certain line type modifiers.





Create List: General Information

Create List: General Information In the Forms-enabled UI, enter this information in the Modifier List region.





Currency

CurrencySelect a Currency for the modifier. Alternately, you can select Optional Currency to make themodifier list available to all currencies.





Optional Currency

Optional CurrencyYou can set up a modifier list that can be applied to any transaction regardless of currency. Nocurrency conversion is done by these modifiers. For example, this type of modifier could beused to give a world-wide discount of 10% without creating a modifier in each of thetransaction currencies in which you do business.It can be used with all application methods and modifier types.This feature is supported in both Forms and HTML, and is available for both Basic andAdvanced Pricing users.





General Information: Optional Currency Modifier Advantages

General Information: Optional Currency Modifier AdvantagesIf you do business in many currencies, you could select 'optional currency' for a modifier setup.This enables you to use and maintain the same modifier setup for all transaction currenciesrather than creating a modifier for each currency in which you do business. The 'optionalcurrency' modifier can be used with both single and multiple currency price lists.





Create List: List Qualifier

Create List: List Qualifier In the second step, create qualifiers by: creating a qualifier(s) and/or appending a qualifiergroup.

Note: You can only create qualifier groups in the Forms-based UI not HTML UI.





Create List: List Qualifier

Create List: List QualifierQualifier Contexts

• Qualifier contexts are flattened hierarchies where similar qualifying attributes can begrouped into logical categories. The specificity is indicated by precedence.

Qualifiers• Qualifiers are specific attributes that assist Oracle Advanced Pricing with limiting the who

for benefit or price eligibility.Qualifier Value

• A qualifier value is a value you chose to associate a qualifier attribute.





Create List: Review

Create List: Review The last step enables you to review and save the modifier list details before creating themodifier lines.





Agenda





Adding Modifier Lines

Modifier Line TypesYou can select a modifier line type that defines the type of price adjustment, benefits, or freightand special charges that the pricing engine applies to pricing requests. The modifier list typeyou select when creating the modifier determines the modifier line types that you can use. Forexample, if you select the Freight and Special charge List as the Modifier List Type in theModifier List region, you can only select Freight/Special Charge at the Modifier Line level.





Modifier List and Line Type Relationships

Modifier List and Line Type RelationshipsThis table displays the relationships between the Modifier List types and the Modifier Linetypes. When creating modifiers, it is important to consider the restrictions and associations forthe modifier type you are creating.Accessibility DescriptionThe table describes the relationship between the Modifier List types and the Modifier Linetypes.





Modifier List and Line Type Relationships

Modifier List and Line Type RelationshipsThis table displays the relationships between the Modifier List types and the Modifier Linetypes. When creating modifiers, it is important to consider the restrictions and associations forthe modifier type you are creating.Accessibility Description The table describes the relationship between the Modifier List types and the Modifier Linetypes.





Agenda





Create Modifier Line Flow (HTML UI)

Create Modifier Line Flow (HTML UI) This diagram shows the general guided steps to create modifier lines in the HTMl UI:1. Select the modifier line type.2. Select controls that determine how the modifier is applied.3. Create the product and benefit for the modifier adjustment.4. Assign the qualifiers by appending (attaching) an existing qualifier group, or creating new

qualifiers.5. Review the list details before saving the modifier list and creating the list lines.





Create Modifier Line Flow (HTML UI)

Create Modifier Line Flow (HTML UI) This diagram shows the general guided steps to create modifier lines in the HTMl UI:1. Select the modifier list line type.2. Assign the list qualifiers by attaching an existing qualifier group, or creating new qualifiers.3. Review the list details before saving and moving on to the list lines.





Modifier Line Types

Modifier Line Types The modifier line types listed above can be created for modifier list types. Although somemodifier line types (indicated above) can only be created in the Forms-based user interface,they can be viewed and used in the HTML UI. See the Oracle Advanced Pricing User’s Guidefor more information on setting up modifiers in the Forms-based UI.





Discount Modifier

Discount ModifierA discount can be a percentage of a basic value. For example, a corporate customer can beoffered a 15-percent discount. A discount can also be a fixed amount. For example, a discountof $10 can be offered to a customer who spends more than $300.Scenario 1If a customer is a preferred customer or customer spends more than $150, they receive 10% offthe order.Scenario 2For any 10 compact discs purchased by April 2000, the customer receives $2 off.





Practice - Create a Discount Modifier with a Qualifier Group

Overview

In this practice you will create a discount modifier and append a qualifier group that was created

in your previous practice. You then apply the modifier to an order. You will use Business Worldas the customer.

Important : After creating the modifier, query it in the Home Page, and select the Active box toactivate it. This enables the modifier to be applied to the sales order.

Assumptions

• Oracle Pricing User and Order Management Super User, Vision Operationsresponsibility

•

Prior practices are completed. Practices build on earlier exercises.• You must have access to an Oracle Application Vision database or comparable training

or test instance at your site on which to complete this practice.

Tasks

Define General Information for the Discount Modifier

Responsibility = Oracle Pricing User, Vision Operations

1. Navigate to the Create Discount List: General Information page.

2. Enter the following data:− Name = XX-Discount 1− Number = XX-Discount 1− Version Number = 1− Description = Enter a meaningful description− Currency = Defaults− Start Date = Default

3. Click Next to display the Create Discount List: Qualifiers page.

4. Click Append Group.

5. Query and then select qualifier group XX-Qualifier Group 1.

6. Click Next to display the Review page. Review your work.

7. Click Finish to save the modifier header information.





A Confirmation page displays.

8. Click Yes to confirm that you want to save your changes, and add modifier lines.

The Update Discount List: Modifier Lines page displays.

9. Click Create Line to create a new modifier line. The modifier line defines details about theactual discount to be applied:

− Modifier Type = Discount− Start Date = Current

10. Click Continue to display the Controls page.

11. Enter Controls:− Modifier Level = Line− Pricing Phase = List Line Adjustment− Incompatibility = Blank− Automatically Apply = Selected

12. Click Next to display the Create Discount Line: Product and Benefit page.

13. Enter product and benefit information:− Product Level = All Items

14. In Benefit region:− Value = 5− Adjustment Method = Percent

You will have a discount of 5% for all products ordered if one of the following conditions

exists (as defined by the conditions of the Qualifier Group attached to the modifier):− [Customer = Business World AND Price List = Corporate] OR − [Customer Name = ABC Application Software] OR − [Price List = Web Special]

15. Click Next to display Qualifiers page, but do not select any line qualifiers.

16. Click Finish to save your changes.

17. Important : After creating the modifier, query it in the Home Page, select the Active box toactivate it, and click Apply to save the changes. This enables the modifier to be applied to

the sales order.Entering a Sales Order

Responsibility = Order Management Super User, Vision Operations

18. Enter a Sales Order for Business World. At the sales order line level enter item AS55888with a quantity of 1.





19. Book the sales order.

20. Check the results to confirm that the modifier was applied.





Solution - Create a Discount Modifier with a Qualifier Group

Create a Discount Modifier with a Qualifier Group



• (N) Oracle Pricing User > Home > Advanced Pricing Home page

2. [B] Create Discount List.

3. Enter the following data:− Name = XX-Discount 1− Number = XX-Discount 1− Version Number = 1− Description = Enter a meaningful description.− Currency = Defaults− Start Date = Default





4. (B) Next.





Append a Qualifier Group

5. (B) Append Group.

6. Select your XX-Qualifier Group 1.





7. (B) Apply

This appends the qualifier group to the modifier defined in the General Information page.





8. (B) Next. Review your entries.





9. (B) Finish.

10. (B) Yes.

Create a Discount Modifier Line

11. (B) Create Line.





12. Select the modifier line details:− Modifier Type = Discount− Line Number = Defaults− Start Date = Current





13. (B) Continue.





Define Controls

14. Enter Controls:− Modifier Level = Line− Pricing Phase = List Line Adjustment−

Incompatibility = Blank− Automatically Apply = Selected

15. (B) Next.





Define Product and Benefit

16. Enter product and benefit information:− Product Level = All Items






18. (B) Next.





Define Qualifiers

If you click Create Qualifier or Append Qualifier, you can create a new qualifier that wouldqualify for just this modifier line (not all modifier lines in the list). We will not add aModifier Line level qualifier.

19. (B) Finish.

20. (B) Apply to save your changes.

21. Save your work.

22. Important : After creating the modifier, query it in the Home Page, select the Active box toactivate it, and click Apply to save the changes. This enables the modifier to be applied tothe sales order.





23. (B) Apply.





Entering a Sales Order

Order Management Super User, Vision Operations

24. Navigate to the Sales Order window.

• (N) Orders, Returns > Sales Orders

25. (T) Order Information, (T) Main tab− Customer = Business World− Price List = Corporate

26. Enter a Sales Order for Business World:

(T) Line Items, (T) Main.− Ordered Item = AS55888− Qty = 1





27. (B) Book Order.

28. Confirm that a discount has been applied.

• (B) Actions > View Adjustments.





29. (B) OK.

30. Confirm that the modifier has been applied.





31. (B) Cancel.

32. Save your work.





Surcharge Modifier

Surcharge ModifierA Surcharge modifier increases the cost of an item. It can be applied using the followingapplication methods:

• Percent• Amount• New price• Lump sum

A surcharge can be used to apply taxes, handling charges, and other special costs in the price.Scenario 1

Customers in the National Accounts territory who spends less than $1000 per order receives a2-percent surcharge.Scenario 2Any customer placing a rush order (delivery required within two days) has to pay a $50surcharge for special handling.





Practice - Create a Surcharge Modifier

Overview

In this practice you will create a surcharge modifier. You then enter a sales order to see the

surcharge applied. You will use XX-Big City Electronics as the customer.

Assumptions

• Oracle Pricing User, Vision Operations responsibility

• Prior practices are completed. Practices build on earlier exercises.

• You must have access to an Oracle Application Vision database or comparable trainingor test instance at your site on which to complete this practice.

TasksDefine General Information for the Surcharge Modifier

1. Navigate to the Create Surcharge List: General Information page.

2. Enter the following data:− Name = XX-Surcharge 1− Number = Surcharge example.− Version Number = Blank− Description = Enter a meaningful description.− Currency = Defaults− Start Date = Default− End Date = Tomorrow's date

3. Click Next to display the Create Surcharge List: Qualifiers page.

Create Qualifiers

4. Enter the following qualifiers:

Attribute Operator Value From

Price List Is XX-Price List1

Customer Name Is XX-Big City Electronics

5. Click Apply, then click Next to add a surcharge modifier line. The modifier line definesdetails about the actual surcharge to be applied.

6. Click Create Line to create a new modifier line:





− Modifier Type = Surcharge− Start Date = Current− End Date = Tomorrow

Create Controls

8. Click Continue to display the Controls page.9. Enter Controls:

− Modifier Level = Line− Pricing Phase = All Lines Adjustment− Bucket = Pricing Adjustments Bucket 1− Incompatibility = Blank− Automatically Apply = Selected

10. Click Next to display the Create Surcharge Line: Product and Benefit page.

Create Surcharge Line: Product and Benefit

11. Enter product and benefit information:− Product Level = All Items− UOM = Ea


You now have a surcharge of 10% for all products ordered, only when− The customer is XX-Big City Electronics and− The price list used for the order is XX-Price List1


14. Click Apply to save your changes.

Enter a Sales Order

15. Enter a Sales Order for XX-Big City Electronics. At the sales order line level enter itemAS54888 with a quantity of 1.

16. Book the sales order.17. After saving the order, there should be a surcharge of 10% added to your lines.





Solution - Create a Surcharge Modifier

Define General Information for the Surcharge Modifier


1. Navigate to the Create Surcharge List: General Information page.

• (N) Oracle Pricing User > Home > Advanced Pricing Home page > Create SurchargeList

2. In General Information page:− Name = XX-Surcharge 1− Number = Surcharge example.− Version Number = Blank− Description = Enter a meaningful description.− Currency = Defaults− Start Date = Default− End Date = Tomorrow's date





3. (B) Next.





4. (B) Create Qualifier.

Create Qualifiers

5. Enter the following qualifiers. After adding the first qualifier, click Add Another Row toenter the second qualifier:

Attribute Operator Value From

Price List Is XX-Price List1

Customer Name Is XX-Big City Electronics

6. (B) Apply.





7. (B) Finish.





8. (B) Yes.

Create a Surcharge Modifier Line

9. (B) Create Line.

Create Modifier Line− Modifier Type = Surcharge− Start Date = Current− End Date = Tomorrow





11. (B) Continue

Create Controls for the Modifier Line

12. Enter Controls:− Modifier Level = Line− Pricing Phase = All Lines Adjustment− Bucket = Pricing Adjustments Bucket 1− Incompatibility = Blank− Automatically Apply = Selected





(B) Next.

Enter Product and Benefit information− Product Level = All Items− UOM = Ea






14. (B) Next to display Qualifiers page.

Note : If you click Create Qualifier or Append Qualifier, you can create a new qualifier that

would qualify for just this modifier line (not all modifier lines in the list). Instead, select (B)Finish. We will not add a Modifier Line level qualifier.





15. (B) Finish.





(B) Apply.

16. Save your work.

Enter a Sales Order



18. (T) Main tab− Customer = XX-Big City Electronics− Price List: XX-Price List1

19. Enter a Sales Order for XX-Big City Electronics. At the sales order line level enter itemAS54888 with a quantity of 1.

20. [T] Line Items:

Ordered Item Quantity

XX-Standard Phone 3

XX-Palm Pilot 5





21. [I] Save your work.

22. After saving the order, there should be a surcharge of 10% added to your lines.

23. (B) Actions > View Adjustments. View your price adjustments and see which modifier

attached.





24. (B) OK.

25. Save your work.





Freight and Special Charges Modifier

Freight and Special Charge ModifierThis modifier can be used to apply freights costs that are applied to the order total. Forexample, any customer placing an order for less than $500 pays a freight charge of 10-percentof the order cost.





Practice - Create a Freight and Special Charge List Modifier

Overview

In this practice, you create a Freight and Special Charge List modifier using formulas, modifiers

and qualifiers. In this exercise you will define:• Two Special Charge Formulas

• A Modifier List with four line modifiers that determine how to use the formulas

• List and line qualifiers to determine eligibility

Note : For freight charge modifiers, you can apply freight charges of one Charge Name only(such as "Freight Costs") once even if more number of charges qualifies.

Assumptions

• Order Management Super User responsibility


Tasks

Define the First Formula

1. Navigate to the Pricing Formulas window.

2. Enter the following:− Name = XX-Freight− Description = Dollar Amount x Constant .01− Formula = 1*2

Formula Type Pricing AttributeContext

PricingAttribute

Component Step

Pricing Attribute Volume Item Amount N/A 1

Numeric Constant N/A N/A .01 2

3. Save your work

Define the Second Formula

4. Place your cursor on the Formula name field, clear the record, and enter the next formula:− Name = XX-Handling− Description = Item Quantity x Constant .05





− Formula = 1*2


PricingAttribute

Component Step

Pricing Attribute Volume Item Quantity N/A 1


5. Save your work.

Define a Freight and Special Charge Modifier List

6. Navigate to the Advanced Pricing – Define Modifier window.

7. In the Main tab enter the following List information:− Type = Freight and Special Charge List− Name = XX-Freight and Handling− Currency =Defaults− Description = Enter a meaningful description− Number = XX-Freight and Handling− Version = 1− Start Date = Default− Active = Cleared (to start).− Automatic = Selected

8. Click List Qualifiers to add the following qualifier:

GroupingNumber

QualifierContext

QualifierAttribute

Precedence Operator Value From

1 Modifier List Price List Defaults = XX-Price List1

1 Order Order Type Defaults = Mixed

9. Click OK.

10. In the Modifiers Summary tab, enter the following modifier line information:

ModifierNumber Level Modifier Type Start/End Dates Automatic Pricing Phase Bucket

1 Line Freight/SpecialCharge

Optional Selected 50 (LineCharges)

1

11. In the Discounts/Charges tab, enter the following information:

Charge Name Formula Application Method Value

Freight Costs XX-Freight Lumpsum (blank)





12. Click Line Qualifiers and enter the following qualifier data:

GroupNumber

QualifierContext

QualifierAttribute Precedence Operator

ValueFrom

ValueTo

1 Volume Order Amount Defaults BETWEEN 0 10000

13. Click OK.14. In the Modifiers Summary tab, create a new modifier line:

ModifierNumber Level Modifier Type

Start/EndDates Automatic Pricing Phase Bucket

2 Order Freight/SpecialCharge

Optional Selected 70 (Charges:Header/All Lines)

(blank)

15. In the Discounts/Charges tab:

Charge Name Application Method Value

Freight Costs Lumpsum 750

16. Click Line Qualifier to create a Line Level Qualifier.

GroupNumber

QualifierContext


ValueFrom

Value To


17. Click OK.

18. In the Modifiers Summary tab, create a new modifier ModifierNumber Level Modifier Type

Start/EndDates Automatic Pricing Phase Bucket

3 Line Freight/SpecialCharge

Optional Selected 50 (Line Charges) 1



Handling Costs XX-Handling Lumpsum Blank

20. Click Line Qualifiers and create a Line Level Qualifier.

GroupNumber

QualifierContext

QualifierAttribute

Precedence Operator ValueFrom

ValueTo






21. Click OK.

22. In the Modifier Summary tab, create a new modifier line:

ModifierNumber

Level Modifier Type Start/EndDates

Automatic Pricing Phase Bucket

4 Order Freight/SpecialCharge Optional Selected 70 (Charges:Header/All Lines) (blank)



Handling Costs Lumpsum 50

24. Click Line Qualifier to create a Line Level Qualifier.

GroupNumber

QualifierContext

QualifierAttribute


ValueTo


25. Click OK.

26. Return to the Main tab of the Modifier header and select the Active check box.

27. Save your work.

Enter a Sales Order Using the Freight and Handling Charge Modifier

28. Navigate to the Sales Orders window.

29. In the Main tab:− Customer = XX-Big City Electronics− Required Header information defaults from your customer setup− Price List = XX-Price List1

30. In Line Items tab:− Ordered Item = XX-Palm Pilot− Quantity =1

31. Save your work and note the order number ---------------.

32. Click Actions > Charges and Freight Costs to view your charges. You should have chargesfor both Freight Costs and Handling Costs. Close the window

33. In the Order Information tab, click Actions > Charges. Should see a $750 lumpsum.





34. Increase the order line to a dollar amount greater than $10,000 (quantity 15)

35. Save your work.

36. Click Actions > Select Charges to view your charges. There should be none (providedOrder Total is above $10,000).

37. Close the window and select the Order Information tab.

38. Click Actions > Charges. There should be only one line for Handling Costs of $50 and noFreight Costs (provided the Order Total is greater than $10,000).

39. Save your work.





Solution – Create a Freight and Handling Charges Modifier

Define the First Formula


1. Navigate to the Pricing Formulas window.

• (N) Pricing > Pricing Formulas > Formulas Setup

The Pricing Formulas window displays.

2. Enter the following:−

Name = XX-Freight− Description = Dollar Amount x Constant .01− Formula = 1*2






PricingAttribute

Component Step

Pricing Attribute Volume Item Amount N/A 1


3. (I) Save.

Define the Second Formula

4. Enter the next formula− Name = XX-Handling− Description = Item Quantity x Constant .05− Formula = 1*2

5. Formula Lines region:


PricingAttribute

Component Step

Pricing Attribute Volume Item Quantity N/A 1






6. (I) Save your work.

Define a Freight and Special Charge List Modifier

Note : For freight charge modifiers, you can apply freight charges of one Charge Name (such as

"Freight Costs") only once even if more number of charges qualifies.7. Navigate to the Advanced Pricing – Define Modifier window.

• (N) Pricing > Modifiers > Modifier Setup





8. (T) Main.

9. Enter the following:− Type = Freight and Special charge List− Name = XX-Freight and Handling− Currency =Defaults− Description = Enter a meaningful description− Number = XX-Freight and Handling− Version = 1− Start Date = Default− Active = Cleared (to start).− Automatic = Selected





10. (B) List Qualifiers.

GroupingNumber

QualifierContext

QualifierAttribute

Precedence Operator Value From

1 Modifier List Price List Defaults = XX-Price List1

1 Order Order Type Defaults = Mixed





11. (B) OK.

12. (T) Main, (T) Modifiers Summary.

ModifierNumber



1 Line Freight/SpecialCharge Optional Selected 50 (Line Charges) 1

13. (T) Discounts/Charges.


Freight Costs XX-Freight Lumpsum (blank)





14. (B) Line Qualifiers:

GroupingNumber

QualifierContext

QualifierAttribute


ValueTo






15. (B) OK.

16. (T) Modifiers Summary to create a new modifier line:

ModifierNumber





(blank)







Freight Costs Lumpsum 750

18. (B) Line Qualifier.

GroupNumber

QualifierContext


ValueFrom

ValueTo






22. (B) Line Qualifier and create a Line Level Qualifier.

GroupNumber

QualifierContext

QualifierAttribute


ValueTo

1 Volume OrderAmount

Defaults BETWEEN 0 10000





23. (B) OK.

24. (T) Modifiers Summary. Create a new modifier line:

ModifierNumber





(blank)



Handling Costs Lumpsum 50





26. (B) Line Qualifier. Create a Line Level Qualifier:

GroupNumber

QualifierContext

QualifierAttribute Precedence

Operator ValueFrom

Value To


27. (B) OK.

28. (T) Main tab.

29. Select the Active check box.






Enter a Sales Order Using the Freight and Special Charge Modifier



32. (T) Order Information, (T) Main− Customer: XX-Big City Electronics− Required Header information defaults from your customer setup− Price List: XX-Price List1





33. (T) Line Items− Ordered Item = XX-Palm Pilot− Quantity =1





34. (I) Save your work and note the order number ______________.

35. (T) Line Items.

36. (B) Actions > Charges and Freight Costs to view your charges. You should have charges

for both Freight Costs and Handling Costs.





37. Close the window.

38. (T) Order Information.

39. (B) Actions > Charges. Should see the $750 lumpsum freight costs applied.





40. (T) Line Items, (T) Main.

41. Increase the quantity ordered (such as quantity 15) of the order line so that the ordered

amount exceeds $10,000.






44. (B) Actions > Charges and Freight Costs to view your charges. There should be none(provided Order Total is above $10,000).






46. (T) Order Information tab.

47. (B) Actions > Charges.

There should be only one line for Handling Costs of $50 and no Freight Costs (provided theOrder Total is greater than $10,000).





48. Save your work.





Promotional Goods Modifier

Promotional Goods ModifierAdditionally, you can create “ask for” promotions or deals that the pricing engine does notapply unless the customer specifically asks for them.





Practice - Create a Promotional Goods (Free Good) Modifier

Overview

You are still not satisfied with the sales revenue from your mobile phones and accessories. You

therefore decide to end-date the two previous promotions and create a new promotion. This timeyou will offer your customers a free Palm Pilot when ordering a XX-Standard Phone and a XX-Phone Card. You are not sure of the availability of stock so you limit the promotion to the nextfew days.

Assumptions



Tasks

Define the Promotional Goods Modifier


2. In the Main tab, enter the following modifier list information:− Type = Promotion− Name = XX-Free Good (XX is a unique identifier such as your initials)− Currency = Defaults− Description = Enter a meaningful description.− Number = XX-Free Good− Version = Blank− Start/End Dates = Optional− Automatic box = Selected (check box selected)− Active = Deselected (to start)

3. Click List Qualifiers.

Note: Click (OK) if Qualifier Groups window displays.

4. Enter the following:

Grouping No. Context Attribute Operator Value From

1 Customer Customer Name = XX-Big City Electronics

1 ModifierList

Price List = XX-Price List5





5. Click OK.

6. In the Modifiers Summary tab, enter the following modifier line information:

ModifierNo.

Level ModifierType

StartDate

EndDate

Automatic Override PricingPhase

XX-Promo

Line PromotionalGoods

Today Oneweekfromtoday

Selected Cleared 30 (All LinesAdjustment)

7. Modifiers Summary tab continued:− Incomp. Level = Level 1− Bucket = 1− Product Attribute = Item Number− Product Attribute Value = XX-Standard Phone− Volume Type = Item Quantity− Break Type = Point− Operator = BETWEEN− UOM = Ea− Value From = 1− Value To = 999999

8. Click Define Details. The Products tab displays.

9. Enter the following data in the Additional Buy Products region:

GroupNo.

ProductAttribute

ProductValue

PricingAttribute

Operator Value From Value To

1 Item Number

XX-PhoneCard

Item Quantity Between 1 999999999

10. Enter the following data in the Get region:

GetProduct

Attribute

GetProduct

Value

UOM Get Quantity Get Price*** ApplicationMethod

Value

Item Number

XX-PalmPilot

Ea 1 XX-Price List5 Percent 100

***This field is used to enter the price list that you would like the value of the get item todefault from. The value will default into this field.





11. Save your work.

12. Return to the Main tab of the Modifier and select the Active check box.

13. Save your work.

Enter a Sales Order Using the Promotional Goods Modifier


15. In the Order Information tab, enter the following data:− Customer = XX-Big City Electronics− Required Header information defaults from your customer setup− Order Type = Standard− Price List = XX-Price List5

16. In the Lines tab, enter the following order line:


XX-Standard Phone 1

XX-Phone Card 1

17. Save your work.

You should receive the following message. “A new line has been created for item XX-PalmPilot and for Quantity 1”.

18. Go to the line that was automatically added, that is, the line for the XX-Palm Pilot.

19. Click Actions > View Adjustments. You will see the details of the modifier you applied.

20. Click Related Details. Note that the XX-Standard Phone is listed as the related line.

21. Return to the sales order line with XX-Standard Phone.

22. Click Actions > View Adjustments. View the details of the modifier you applied.

23. Click Related Details. Note the XX-Palm Pilot as the related item.

24. Click OK and save your work.





2. (T) Main tab− Type = Promotion− Name = XX-Free Good (XX is a unique identifier such as your initials)− Currency = Defaults− Description = Enter a meaningful description.− Number = XX-Free Good− Version = Blank− Start/End Dates = Optional− Automatic = Selected− Active = Deselected (to start)





3. (B) List Qualifiers.

Create List Qualifiers

Note: Click (OK) if the Qualifier Groups window displays.





4. Enter the following data in the Header Level Qualifiers window:

Grouping No. Context Attribute Operator Value From


1 Modifier List Price List = XX-Price List5





5. (B} OK.

6. (T) Modifiers Summary

ModifierNo.

Level ModifierType

StartDate

EndDate

Automatic Override PricingPhase

XX-Promo

Line PromotionalGoods

Today Oneweekfromtoday


7. (T) Modifier Summary (continued)− Incomp. Group = Level 1 Incomp.− Bucket = 1− Product Attribute = Item Number− Product Attribute Value = XX-Standard Phone− Volume Type = Item Quantity− Break Type = Point− Operator = BETWEEN− UOM = Ea− Value From = 1− Value To = 999999





Define the Get Product

10. Get region:

Get

ProductAttribute

Get

ProductValue

UOM Get

Quantity

Get Price*** Application

Method

Value

Item Number

XX-PalmPilot

Ea 1 XX-Price List5 Percent 100

***This field is used to enter the price list that you would like the value of the get item todefault from. The value will default into this field.

11. (I) Save.

12. (T) Main− Active = Selected





17. (I) Save.

18. You should receive the following message. “A new line has been created for item XX-PalmPilot and for Quantity 1”.

19. (B) OK

20. Go to the line that was automatically added, that is, the line for the XX-Palm Pilot

21. (B) Actions > View Adjustments. You will see the details of the modifier you applied.





25. (B) Related Details. Note the XX-Palm Pilot as the related item.

26. (B) OK.

27. (I) Save.





Term Substitution Modifier

Term Substitution ModifierReplaces freight terms, shipping method, and payment terms with typically more favorableterms for the customer. For example, substituting Express Delivery service for StandardDelivery (normally a higher price) without charging the customer the additional charges.





Practice - Create a Terms Substitution Modifier

Overview

Set up a payment term substitution for orders that are at least $3000, as a marketing tool. Your

Customer Service Department can use this as an opportunity to increase revenue when acustomer is uncertain whether to buy now or later. Limiting the time period will allow you toanalyze the benefits of this modifier.

Assumptions



TasksCreate a Terms Substitution Modifier

1. Navigate to the Modifier Setup window.

2. In the Main tab, enter the following data:− Type = Promotion− Name = XX-Terms− Currency =Defaults− Description = Enter a meaningful description−

Number = XX-Terms− Version = 1− Start Date = Default− Active = Cleared, to start.− Automatic = Selected

3. In the Modifiers Summary tab, enter the modifier line details:

ModifierNumber Level Modifier

TypeAutomatic Override

PricingPhase

Incomp.Group Bucket

Defaults Line TermSubstitution


Blank Blank

4. In the Promotion Terms tab, enter the following:− Terms Attribute = Payment Terms− Terms Value = Net 90





5. Save your work.

Enter Line Qualifiers

6. Click Line Qualifiers to add the following qualifiers:

GroupingNumber

QualifierContext

QualifierAttribute

Operator ValueFrom

Value To End Date

1 Customer Customer Name = XX-BigCityElectronics

GrayedOut

Tomorrow

1 Volume Order Amount BETWEEN 3000 99999999 Blank

7. Click OK.

8. Return to the Header (main tab) and select the Active checkbox.

9. Save your work.

10. Now enter an order to confirm that the terms substitution modifier is applied.

Create a Sales Order


12. Enter the following in the Main tab:− Customer = XX-Big City Electronics− Required Header information defaults from your customer setup− Price List = Corporate

13. In Line Items tab, Main sub-tab, enter the following:


AS54888 4

14. In Pricing tab:− Payment Terms = 30 Net (Defaults)

15. Save the order line and note the order number ___________.

16. In the Pricing tab, the Payment Terms field should now change to “Net 90”.

17. Save your work.





Solution – Create a Terms Substitution Modifier

Create a Terms Substitution Modifier



• (N) Pricing > Modifiers > Modifier Setup

The Advanced Pricing - Define Modifier window displays.

2. (T) Main:− Type = Promotion− Name = XX-Terms− Currency =Defaults− Description = Enter a meaningful description− Number = XX-Terms− Version = 1− Start Date = Default





− Active = Cleared, to start.− Automatic = Selected

(T) Modifiers Summary. Enter the term substitution details:

ModifierNumber

Level ModifierType

Automatic Override Pricing Phase Incom.Group

Bucket

Defaults Line TermSubstitution


Blank Blank





3. (T) Promotion Terms:− Terms Attribute = Payment Terms− Terms Value = Net 90





Enter Line Qualifiers

4. [B] Line Qualifiers. Enter the following qualifier lines:

GroupingNumber

QualifierContext

QualifierAttribute

Operator ValueFrom

Value To End Date

1 Customer Customer Name

= XX-BigCityElectronics

GrayedOut

Tomorrow

1 Volume OrderAmount

BETWEEN 3000 99999999 Blank





5. Click OK.

6. (T) Main tab.− Active check box = Selected

7. Save your work.





11. (T) Pricing:− Payment Terms = 30 Net (Defaults)





14. Save your work.





Implementation Considerations: Item Upgrade Modifier





5. Click List Qualifiers and add the following qualifier:

GroupingNo.

Context Attribute Operator Value From

1 Customer Customer Name = XX-Big City

Electronics

6. Click OK.

7. Enter the modifier line details in the Modifiers Summary tab:− Modifier Number = XX-Upgrade 1− Level = Line− Modifier Type = Item Upgrade− Start Date = Today− End Date = Tomorrow− Automatic = Selected− Override = Cleared− Pricing Phase = 10 (List Line Adjustment)− Product Attribute = Item Number− Product Attribute Value = XX-Standard Phone− Precedence = Defaults− UOM = Ea

8. In the Promotion Upgrades tab, select the Upgrade Item = XX-WAP Phone.

9. Save your work.

Now enter an order to confirm that the item gets upgraded to the XX-WAP Phone.

Enter a Sales Order Using the Upgrade Modifier


11. Enter the following in the Main tab:− Customer = XX-Big City Electronics− Required Header information defaults from your customer setup− Price List = XX-Price List1

12. In Line Items tab (Main tab), enter the following:

Line Ordered Item Quantity

1.1 XX-Standard Phone 1

The XX-Standard Phone item should be replaced by XX-WAP Phone.





13. Save your work.





5. (T) Main. Enter the following modifier header data:− Type = Promotion− Name = XX-Upgrade1− Currency =Defaults− Description = Enter a meaningful description− Number = XX-Upgrade1− Version = Blank− Start Date = Today− End Date = Tomorrow− Active = Selected− Automatic = Selected

Create a Qualifier for the Modifier List

6. [B] List Qualifiers. Enter the following data:

GroupingNo.

QualifierContext

Qualifier Attribute Operator Value From






7. Click OK.

Enter Modifier Line Details for the Item that you must buy to get the Upgrade

8. (T) Modifiers Summary.

9. (T) Modifiers Summary tab:





16. [B] Apply.





Other Item Discount Modifier

Other Item Discount ModifierGives a price adjustment or benefit to a specified item on an order when the customer ordersone or more other items on the same order. For example, if item A is purchased singularly, it is

priced at $20. However, using an OID (Other Item Discount) modifier, you can define a rulethat says when Item A is purchased at the same time as B, C, and D, the price of A is reducedfrom $20 to $18.50.Implementation Considerations•Pricing phase must be tied to an event that looks at all lines on the order•Benefit items can only defined at the item level, not item category•Recurring Other Item Discounts are not applicable because the pricing engine should beevaluating the entire order•Cannot use the Override or Automatic Flag





11. Enter the following information:− Grouping Number = 1− Qualifier Context = Volume− Qualifier Attribute = Order Amount− Operator = Between− Value From = 1000− Value to = 999999999999999999

12. When you have completed your entries, click on the next line to enter a second qualifier based on customer name:

− Grouping Number = 1− Qualifier Context = Customer− Qualifier Attribute = Customer Name− Operator = =− Value From = XX-Big City Electronics (the customer you created earlier in the

practice where XX are your initials)

13. Save your work.

Enter a Sales Order

17. Enter a Sales Order for XX-Big City Electronics. At the sales order line level enter itemAS54888 with a quantity that ensures the resulting sales order line amount is more than$2000.


19. To confirm that a coupon has been issued, click the Action button then select ViewAdjustments.

At the order level, you will see the most recent coupon number that was issued. Go to thefirst line on the sales order, click the Action button, select View Adjustments. You will seethat a coupon has been issued with number XX-Coup### (where # is the number generated).At the order line level, you can see the first coupon being issued.

The pricing engine has created additional qualifiers to ensure that the discount is onlyapplied when one of the created coupon numbers is quoted.

To Redeem and Issue Coupons

20. Enter a new sales order for XX-Big City Electronics. At the sales order line level, enter theitem eligible for the discount AS54888.

21. Save your work.

To confirm that that the coupon has been applied:

22. Go to Actions, select Promotion/Pricing Attribute.





23. Select the Coupon tab. From the list of values, select the coupon number that was issuedXX-Coup### and click Apply.

The line price should be decreased by $20.






Solution – Create the Coupon Issue Modifier

Create a Coupon Issue Modifier



• (N) Modifiers > Modifier Setup

The Advanced Pricing – Define Modifier window displays.





Create the Benefit for the Coupon

2. (T) Main tab− Type = Promotion− Number = JS001J− Active = Selected (select the check box)− Global (if visible) = Selected− Name = XX-Disc (XX is a unique identifier such as your initials)− Automatic = Cleared (not selected)





4. (T) Discounts/Charges tab

Enter the amount of the discount:− Application Method = Amount− Value = 20. This is the amount of the discount.





7. (T) Coupons

Select the coupon information:− Coupon Modifier Number = XX-CoupD





13. (B) OK.

Entering a Sales Order



15. (T) Order Information, (T) Main

16. Enter a Sales Order for XX-Big City Electronics. At the sales order line level enter itemAS54888 with a quantity that ensures the resulting sales order line amount is more than$1000.





The pricing engine has created additional qualifiers for the Discount modifier line to ensurethat the discount is only applied when one of the created coupon numbers is quoted.

To Redeem and Issue Coupons

20. Enter a new sales order for XX-Customer New. At the sales order line level, enter the itemeligible for the discount – item AS54888. Enter a quantity that ensures the sales order lineamount is more than $2000.





Price Breaks Modifier

Price Break Header ModifierApplies a variable discount or surcharge price adjustment to a pricing request that meets thecondition of a break type. You can use both point and range break types.





Price Break Modifiers: Range Breaks

Price Break Header: Range BreaksFor range break, the pricing engine charges each unit of volume at the price of the break withinwhich it falls. For example, if the total quantity of Item A is 150, the discount is applied asfollows:

• Value from 1-100: 5-percent discount• Value from 101-200: 10-percent discount





Price Breaks: Net Amount

Net Amount Price Break ModifiersYou can define net amount price break modifiers. These price breaks are calculated based onthe net amount of the previous buckets.Available for automatic price breaks with the Volume Type equals to Item Amount.

• Forms-based: Click the Net Amount Flag on the Price Breaks tab.





Price Breaks: Net Amount Example

Price Breaks: Net Amount Example Here is an example of net amount price breaks.In this scenario, three modifiers are defined, and will be applied to an order:

• Discount A is for 40% and it’s bucket 1.• Discount B is for 30% and it’s also in bucket 1.• The third modifier is an automatic price break with the net amount checked and Volume

Type equal to Item Amount. The break ranges are 5% for $0-1000 and 7% for $1001-2000.





8. Enter Controls:− Modifier Level: Line− Pricing Phase: Modifiers for BOOK Event− Bucket: Pricing Adjustments Bucket 1− Incompatibility: Blank

9. Click Next to display the Create Price Break Line: Products page.10. Enter Products information:

− Product Level: Item Number− Product = XX-Palm Pilot− UOM = Ea− Precedence = Defaults

11. Pricing Attributes region = Leave blank

12. Enter Price Break Benefits:−

Adjustment Type = Discount− Volume Based on = Item Quantity− Volume Method = Range− Accumulation Attribute = Blank

13. Click Next to display the Create Price Break Line: Benefits page.

14. In the Benefits region, enter the following Price Break Line Benefits information. Click AddAnother Row to add each row.

Value From Value To Adjustment Value Adjustment Method

1 100 0 Amount

101 400 50 Amount

401 700 100 Amount

701 999999 150 Amount


16. Click Next to review your entries in the Create Price Break Line: Review page.

17. Click Finish.

Create the Second Price Break Modifier Line

18. Click Create Line to create a new modifier line:− Modifier Type = Price Break− Line Number = Defaults− Start Date = Current





Creating a Sales Order Using Price Break Modifiers


In this section, you will create a sales order. The modifier will then be automatically applied tothe order.



32. (T) Order Information, (T) Main− Customer = XX-Big City Electronics (Additional customer information defaults)− Order Type = Standard− Price List = XX-Price List1

33. In Line Items tab, Main sub-tab:

Line Ordered Item Quantity UOM Price (retrieved as)

1.1 XX-Palm Pilot 400 Ea $700.00 (Range)

2.1 XX- Pager 400 Ea $700.00 (Point)

Note on Calculation:

• The XX-Palm Pilot used the Range Point Break. The first 100 units receive a discountof zero. The Modifier calculation is based on the applicable volume of 300 divided bythe quantity ordered (400). In other words ¾ X 50 = 37.50 discount per item

• The XX-Pager used the Point Price Break. The calculation for the Pager simply applies5% of the list price based on the order point of 400 or $35.00 per unit

34. Click Save. Note the order number ___________

35. Click Book Order. Book your order and note that since these modifiers are at the Book pricing event, the unit prices will change at booking based on the calculations above:

− XX-Palm Pilot $662.50− XX-Pager $665.00

36. To view the adjustments, click Actions > View Adjustments for each list line:

• (B) Actions > View Adjustments

37. Click OK. From the Adjustments window, click Related Details to view additional detailsabout how the price break was applied.

• (N) Adjustments window > (B) Related Details





Solution - Create a Modifier with Point and Range Breaks

Create the Modifier List



• (N) Oracle Pricing User > Home > Advanced Pricing Home page

3. 2. [Link] Create Discount List.

3. Enter the following data:− Name = XX-Price Break− Number = XX-Price Break− Version Number = Leave blank− Description = Enter a meaningful description− Currency = Defaults− Start Date = Default





4. (B) Next.





Create a List Qualifier

5. Select the following data:− Attribute = Customer Name− Operator = Is− Value From = XX-Big City Electronics

6. (B) Apply.





Define Products

15. Enter product information:− Product Level: Item Number−

Product = XX-Palm Pilot− UOM = Ea− Precedence = 220

16. Pricing Attributes region = Leave blank

17. Price Break Benefits region:− Adjustment Type = Discount− Volume Based on = Item Quantity− Volume Method = Range− Accumulation Attribute = Blank

18. (B) Next.

Define Benefits

19. Enter the following:





25. (B) Finish.





ValueFrom

Value To Adjustment Value AdjustmentMethod

1 100 0 Percent

101 400 5 Percent

401 700 10 Percent

701 999999 15 Percent

36. (B) Next. Do not select any line qualifiers in the Create Price Break Line: Qualifiers page.

37. (B) Next. Review your entries.





38. (B) Finish.





39. (B) Apply.

Creating a Sales Order Using Price Break Modifiers




41. (T) Order Information, (T) Main tab− Customer = XX-Big City Electronics (Additional customer information defaults)− Order Type = Standard− Price List = XX-Price List1





Note on Calculation:

• The XX-Palm Pilot used the Range Point Break. The first 100 units receive a discountof zero. The Modifier calculation is based on the applicable volume of 300 divided bythe quantity ordered (400). In other words ¾ X 50 = 37.50 discount per item

• The XX-Pager used the Point Price Break. The calculation for the Pager simply applies5% of the list price based on the order point of 400 or $35.00 per unit

43. (I) Save. Note the order number ___________

44. (B)Book Order. Book your order and note that since these modifiers are at the Book pricingevent, the unit prices will change at booking based on the calculations above:

− XX-Palm Pilot $662.50− XX-Pager $665.00





46. (B) OK. From the Adjustments window, click Related Details to view additional detailsabout how the price break was applied.

• (N) Adjustments window > (B) Related Details





Modifier Line: Start/End Dates

Modifier Line: Start/End DatesA modifier is assigned an effective period to indicate the period for which the modifier isapplicable. The star and end dates assigned to a modifier determine its effective period.





Controls

Select Controls Select Controls in the Controls page (HTML UI). These are set rules that can be used tocontrol how pricing applies actions. For example, effective dates can be used to control whenrules are in effect and when they are not.





Controls: Implementation Considerations

Controls: Implementation ConsiderationsThe interrelationship between pricing controls is an important factor to consider when settingup modifiers. For example, modifiers are linked to incompatibility groups that are linked to

phases. If a modifier is assigned to an incompatibility group that is linked to a different phasethan is intended, the pricing engine may apply it at the wrong time giving an erroneous result.





Controls: Modifier Level

Controls: Modifier LevelThe modifier level controls how a modifier behaves and what the engine evaluates whencomputing its effect. You can select from available application methods available depend onthe modifier line type and level selected:

• Line: Applies the modifier at the order line• Group of Lines: Applies the modifier to a group of lines on the order• Order: Applies the modifier to the entire order

For example, a volume-based discount modifier with a level of LINE will only consider thevolume of the line that that qualifies for the modifier. However, a modifier giving a discount

based on volume with a GROUP OF LINES level will accumulate the volume across all thelines that share this level in the product hierarchy that qualifies for the discount.Note : Not all modifier types can be applied to all levels. Refer to the Oracle Advanced PricingImplementation Manual for more information on the application methods that can be used withvarious modifier levels.





Controls: Pricing Phase





Seeded Pricing Phases

Seeded PhasesThe following table outlines the seeded phases for pricing. All price lists are hard coded to beautomatically placed in the seeded phase sequence 0 which is the List Line Base Price. Pricelists cannot be assigned to any other phase.Accessibility DescriptionThe table describes the types of seeded phases, their names, and levels.





Seeded Pricing Phases

Seeded Pricing PhasesThe following table outlines the seeded phases for pricing. All price lists are hard coded to beautomatically placed in the seeded phase sequence 0 which is the List Line Base Price. Pricelists cannot be assigned to any other phase.Accessibility DescriptionThe table describes the types of seeded phases, their names and levels.





Events and Phases: Table

Pricing Events and PhasesThis table shows an example of certain pricing events and pricing phases associated withselected events. In the Enter Order Line event, the pricing engine applies all the line-levelmodifiers together to a pricing request. The level of a modifier is defined while creating themodifier.Accessibility DescriptionThe table describes relations between pricing events and associated pricing phases.





Seeded Phases Example

Seeded Phases ExampleThe table displays seeded Phases. You need to decide if you want to add Additional Phases.All price lists are hard-coded to automatically be placed in the seeded Phase 0 - List Line BasePrice and cannot be assigned to any other phase.





Event Phases

Event PhasesWhen a certain event occurs, a call is made to the pricing engine. All the phases that aremapped to that event are executed at that time and returned to the requesting application. Theinformation returned by pricing can include base prices, price adjustments, promotions, orfreight charges depending on the event and the phases associated with that event.





Event Phases: Book and Ship Events





Event Phases: Batch Event





Controls: Buckets

Controls: BucketsA bucket is a level introduced at each step of pricing. You assign different modifiers to various

bucket levels to create cascading price adjustments. The modifiers assigned at each bucketlevel are applied on the resultant amount of the previous bucket.





Null Buckets





Buckets For Manual Modifiers





Controls: Incompatibility

Controls: IncompatibilityIncompatible modifiers are modifiers that you do not want a pricing engine to apply together toan order. For example, Vision operations applies a 5-percent surcharge to distributors payingafter 30 days but it also offers a 10-percent discount to distributors who place an order amountgreater than $50,000. A distributor could be given either the surcharge or the discount if thedistributor pays after 30 days AND places an order more than $50,000.To prevent the application of incompatible modifiers to an order, you assign incompatiblemodifiers to different incompatibility levels. A pricing engine applies modifiers in a singleincompatibility level to an order.





Controls: Incompatibility Groups Implementation Decisions

Controls: Incompatibility Groups Implementation DecisionsTo prevent the application of incompatible modifiers to an order, you assign incompatiblemodifiers to different incompatibility levels. A pricing engine applies modifiers in a singleincompatibility level to an order. When you use incompatibility, you must have in place ascheme for resolving which incompatible modifier will be selected in any given engine call.





Controls: Determining Incompatibility Groups

Controls: Determining Incompatibility GroupsIncompatibility groups only work in a phase. If you have two discounts in the sameincompatibility group, but one is a line phase and the other a line group phase, the engine willnot treat them as incompatible. To prevent the application of incompatible modifiers to anorder, you assign incompatible modifiers to different incompatibility levels. A pricing engineapplies modifiers in a single incompatibility level to an order.





Exclusivity

ExclusivityIf a modifier is marked exclusive, a pricing engine ignores the precedence and the best priceand applied only the exclusive modifier. Pricing engine uses the Best Price method if there ismore than one modifier with the lowest precedence number. In these situations the pricingengine selects the modifier that provides the best price to the customer.





Exclusivity: Implementation Considerations

Exclusivity: Implementation ConsiderationsIf a modifier is marked exclusive, a pricing engine ignores the precedence and the best priceand applied only the exclusive modifier. Pricing engine uses the Best Price method if there ismore than one modifier with the lowest precedence number. In these situations the pricingengine selects the modifier that provides the best price to the customer.





Best Price

Best PriceYou can use the Best Price method to have the pricing engine select the modifier that providesthe best price to the customer.Enter a numeric value in the Comparison Value field in the Modifier window for best priceresolution for Promotional Goods,Other Item Discount, Item Upgrade,Coupon Issue, and TermSubstitution.

Notes on Best price:• Can only be used when the monetary value is easily estimated• Cannot be used for price list lines

• Cannot be used with the following order-level modifier list types: – Discount – Surcharge – Freight and Special Charges





Best Price

Best PriceIf there is more than one modifier with the lowest precedence in an Incompatibility level, the

pricing engine Pricing engine uses the Best Price method if there is more than one modifierwith the lowest precedence number. In these situations the pricing engine selects the modifierthat provides the best price to the customer.





Product: Excluded Products





Precedence Number

Precedence NumberPrecedence number is the value for Precedence that displays in the:

• Define Modifier window (Forms-based UI)• Products page (HTML UI)

If a modifier is assigned the precedence number 200 and another modifier is assigned 50, thenthe pricing engine applies the modifier with the precedence 50.





Adjustment Methods

Modifier Adjustment MethodsThe Adjustment Method determines how the modifier applies the price adjustment. Theadjustment method you can select depends on the Level selected for that modifier line such asOrder, Line, or Group of Lines. You can select from the following adjustment methods:

• Amount: Creates a fixed price adjustment on each unit for the amount specified in the valuefield.

• Lumpsum: Creates a price adjustment for the entire sum amount of the line.• New Price: Overrides the selling price of the item and makes it the new price.• Percentage: Creates a percentage price adjustment on each unit for the percentage specified

in the value field.Note : In the Forms-based UI, the Adjustment Method is known as the Application Method.





Modifier Implementation Considerations: Accruals

Modifier Implementation Considerations: AccrualsAccruals can be applied as a:

• Percent• Amount• Lumpsum

Accrual conversion rate example: If one air mile is 0.50 currency units, the accrual conversionrate is 0.50.The Level field controls how a modifier behaves and what the engine looks at incomputing its effect. You can select from available application methods available depend onthe modifier line type and level selected.

• Line: Applies the modifier at the order line• Group of Lines: Applies the modifier to a group of lines on the order• Order: Applies the modifier to the entire order

For example, a volume-based discount modifier with a level of LINE will only consider thevolume of the line that that qualifies for the modifier. However, a modifier giving a discount

based on volume with a GROUP OF LINES level will accumulate the volume across all thelines that share this level in the product hierarchy that qualifies for the discount.





Note: Not all modifier types can be applied to all levels. Refer to the Oracle Advanced PricingImplementation Manual for more information on the application methods that can be used withvarious modifier levels.





Agenda





Overview of Promotional Limits

Overview of Promotional Limits Enables you to set limits for benefits that a customer can receive for a promotion, deal, or othermodifier. By limiting the amount of a benefit that can be received, you can keep promotionalspending within budget and prevent promotion budget overruns.Within a promotion, deal, or modifier, you can also set eligibility for limits by customer,

product, or other entity:• Customer: Define a limit by customer, a group of customers, or at any level in your

customer hierarchy.• Product: Define a limit for a product or group of products in your product hierarchy.

Note : System Administrator must set QP: Promotional Limits Installed to Yes.





Limit Types

Limit Types• If the limit is defined as a ‘hard’ limit, and the benefit amount exceeds the available

balance, the pricing engine will adjust the benefit amount on the transaction by theremaining available balance at which time no further benefit is available to anyone.

• If the limit is defined as a ‘soft’ limit, and the benefit amount exceeds the available balance, the pricing engine will apply the full amount of the benefit to the transaction butindicate to the calling application that the benefit has been exceeded.

You will be able to specify whether it is a hard or soft limit by setting the profile ‘QP: LimitExceed Action’ to either ‘Hard – Adjust Benefit Amount’ or ‘Soft – Full Benefit Amount’.This profile can be set at the user level.





Soft Limit





• Transaction Date• Source Application, e.g. Contract, Order Management, Order Capture etc.





Limits: Exceptions

Limits: Exceptions For a Modifier List to have a List limit, it must have at least one Modifier line for which a linelimit can be created.





Practice - Create a Discount Modifier Using Promotional Limits

Overview

Your Marketing Department wants to create a 10% order level promotion for the first 25

customers with a limit of one order per customer. In this practice, you will create a modifier anddefine limits for that modifier. Then you apply the modifier to a sales order.

Note : Limits can be created for the following modifier list types: Discount, Surcharge,Promotion or Freight and special Charge. It is not mandatory to have Promotion as the modifierlist type.

Assumptions


•

You must have access to an Oracle Application Vision database or comparable trainingor test instance at your site on which to complete this practice.

Tasks

Define the Modifier

You first must define the promotion by setting up the promotion modifier.


2. In the Main tab enter the following modifier list information:− Type = Promotion− Name = XX-Promotional Limit 1− Currency =Defaults− Description = Enter a meaningful description− Number = XX-Promotional Limit− Version = 1− Start Date = Default− Active = Cleared (to start).− Automatic = Selected

Enter List Qualifier

3. Click List Qualifiers to add the following qualifier criteria:

GroupingNumber

QualifierContext

QualifierAttribute

Operator Value From

1 Modifier List Price List = XX-Price List 1





4. Click OK.

5. In the Modifiers Summary tab, enter the following modifier line information:− Modifier No = 1− Level = Order− Modifier Type = Discount−

Start Date/End Date = Optional− Automatic = Selected− Pricing Phase = All Lines Adjustment

Note : The Override check box should not be selected for limits.

6. In the Discounts/Charges tab, enter the following information:− Application Method = Percent− Value = 10

7. Save your work.

8. Click List Limits (in the modifier list header).

9. Enter the following limits:

Basis Enforced Amount Constraint 1 Context 1 Attribute 1 WhenExceeded

Usage Across AllTransactions

1 QualifierAttribute

Customer Customer Name

Hard-Adjust BenefitAmount



Order RequestDate

Hard-Adjust BenefitAmount

10. Save your work and close the window.

Enter a Sales Order Using the Discount Modifier With Promotional Limits


12. Enter the following in the Main tab:− Customer = XX-Big City Electronics− Required Header information defaults from your customer setup− Price List = XX-Price List1





13. In Line Items tab, Main sub-tab, enter the following:

Line Number Ordered Item Quantity

1.1 XX- Palm Pilot 1

2.1 AS54888 1

14. Save your work.

15. Each Item should receive a 10% discount.

16. Repeat steps 11 to 15 to create a new order for the same customer. Because of the promotional limits, you should not receive the 10% discount on this second order. Thelimits were for one customer. We also set a limit of 25 total orders (one per customer) butwe will not test that.

Note : Review the balances to confirm that each customer has consumed the limit.





Solution – Create a Discount Modifier with Promotional Limits

Create a Discount Modifier with Promotional Limits



• (N) Modifiers > Modifier Setup

The Advanced Pricing – Define Modifier window displays.

2. (T) Main tab− Type = Promotion− Name = XX-Promotional Limit 1− Currency =Defaults− Description = Enter a meaningful description− Number = XX-Promotional Limit− Version = 1− Start Date = Default− Active = Cleared (to start).− Automatic = Selected





Enter List Qualifier

3. (B) List Qualifiers:

GroupingNumber QualifierContext QualifierAttribute Precedence Operator Value From

1 Modifier List Price List Defaults = XX-Price List 1





4. (B) OK.

5. (T) Main, (T) Modifiers Summary:− Modifier No = Defaults− Level = Order− Modifier Type = Discount−

Start Date/End Date = Optional− Automatic = Selected− Pricing Phase = All Lines Adjustment

Note : The Override check box should not be selected for limits.

6. (T) Discounts/Charges tab. Define the discount:− Application Method = Percent− Value = 10





7. Save your work.

Create the Limits

8. (B) List Limits (at the modifier list header). Enter the following limits:

Basis Enforced Amount Constraint1

Context 1 Attribute 1 When Exceeded



Customer Customer Name

Hard-AdjustBenefit Amount



Order RequestDate

Hard-AdjustBenefit Amount





9. Select the Active check box.

10. Save your work and close the window.

Enter a Sales Order



12. (T) Order Information, (T) Main− Customer = XX-Big City Electronics− Required Header information defaults from your customer setup− Order Type = Standard− Price List = XX-Price List1





13. (T) Line Items, Main (T)

Line

Number


1.1 XX- Palm Pilot 1

2.1 AS54888 1





14. (I) Save.

15. Each Item should receive a 10% discount.

• (B) Actions > View Adjustments.





16. Repeat steps 11 to 14 to create a new order for the same customer. Because of the promotional limits, the customer should not receive the 10% discount on this second order.A customer can only get the discount once as defined in the limits setup. We also set a limitof 25 total orders (one per customer) but we will not test that.

Note : Review the balances to confirm that each customer has consumed the limit.





Summary




Attribute ManagementChapter 8 - Page 1

Attribute ManagementChapter 8





Attribute Management





Objectives





Agenda





What is Attribute Management?

What is Attribute Management? Pricing objects in Advanced Pricing enable you to define pricing actions and pricing rules fora given business process. Through price lists, modifiers, and formulas, these pricing actions

provide the ability to define prices, price adjustments, and other benefits. You can define pricing rules such as qualifiers and pricing attributes to drive your pricing actions. Theattributes can be used as elements to express your product or customer hierarchy.A product hierarchy element is a level at which pricing characteristics can be defined.Examples of product hierarchy are item number, category, or brand. Customer hierarchy is anexample of a qualifier hierarchy, such as customer group.Through Attribute Management, the Pricing Engine receives all the values of the attributes

defined in the qualifier and pricing attributes in order to determine which price lists andmodifiers the transaction is qualified for.The data sources for the qualifiers and pricing attributes can be within Oracle Applications orfrom outside Oracle Applications. You can use Attribute Mapping to easily extend Pricing totap into data from a wide variety of non-standard sources to drive pricing actions. In theattribute management windows, you can create new attributes, update existing attribute





properties, or disable Attribute Mapping rules at various levels such as PTE-Attribute link levelor at Order at line level.





Common Terms





Common Terms

Common TermsA Pricing Transaction Entity (PTE) consists of a group of applications sharing the same setupdata. A Pricing Transaction Entity consists of multiple source systems and request types.Note : Source systems can be shared between PTEs.





Attributes in Advanced Pricing

Attributes in Advanced Pricing When the pricing engine gets a pricing request, attribute management retrieves all values forthe qualifier and pricing attributes associated with the transaction. The pricing engine evaluatesthese values to determine which price lists and modifiers are eligible for the transaction. Thedata sources for the qualifiers and pricing attributes can be within Oracle Applications or fromoutside Oracle Applications.





Attributes and Contexts

Attributes and Contexts Pricing objects in Advanced Pricing enable users to define pricing actions and pricing rules fora given business process. The attributes can be used as elements to express your product orcustomer hierarchy.A product hierarchy element is a level at which pricing characteristics can be defined.Examples of product hierarchy are item number, category, or brand. Customer hierarchy is anexample of a qualifier hierarchy, such as customer group.Through Attribute Management, the Pricing Engine receives all the values of the attributesdefined in the qualifier and pricing attributes in order to determine which price lists andmodifiers the transaction is qualified for.

The data sources for the qualifiers and pricing attributes can be within Oracle Applications orfrom outside Oracle Applications. Users can use the feature of Attribute Mapping to easilyextend Pricing to tap into data from a wide variety of non-standard sources to drive their

pricing actions. In the attribute management windows, users can create new attributes, updateexisting attribute properties, or disable Attribute Mapping rules at various levels such as PTE-Attribute link level or at Order at line level.





How Can Attributes Control Pricing Actions?

How can attributes control pricing actions?Attaching qualifiers and pricing attributes to price lists and modifiers allows you to controlyour pricing actions (to get a list price or price adjustment). These attributes provideinformation to the pricing engine during a pricing engine call. The extensibility feature thatallows these attributes to be provided to the pricing engine during a pricing engine call isAttribute Management.





Steps in Creating Attributes





Agenda





Overview of Pricing Transaction Entity (PTE)

Overview

A new entity has been created in Advanced Pricing called a Pricing Transaction Entity. APricing Transaction Entity (PTE) is an ordering structure that has associated Request Typesand Source Systems. Different applications may have different request structures when theymake requests to the pricing engine. For example, Istore and Order Management can be partof the Order Fulfillment PTE because they are both Order Fulfillment systems and share thesame setup data

Note : The QP: Pricing Transaction Entity profile option can be set at the site or applicationlevel using the System Administrator responsibility. This profile option’s value indicatesthe current Pricing Transaction Entity in use.Only those contexts and attributes assigned to the current Pricing Transaction Entity will beavailable in the list of values (LOVs) on the setup forms. Likewise, querying up setup data(Price list lines, Modifiers, Qualifiers, etc.) will cause the description to be shown only forthose contexts and attributes that are assigned to the current Pricing Transaction Entity.Therefore it is important to set this profile option to the right value before creating orquerying any setup data in the Pricing Application.





The ‘QP: Pricing Transaction Entity’ profile is set to ‘Order Fulfillment’ by default.Therefore, for example, ‘Logistics’ users must change this profile to point to ‘Logistics’PTE so that they can look at the attributes that are linked to ‘Logistics’ PTE.This profile can be set at site or application level only and cannot be set at user level. Thevalue of this profile must be correctly set for applications that are different from OrderManagement.





Components of a Pricing Transaction Entity

Components of a Pricing Transaction EntityA new entity has been created called a Pricing Transaction Entity. Each PTE consists of agroup of applications with the same setup data and attributes. The purpose is to narrow the datathe search engine has to review.Each Pricing Transaction Entity (PTE) is an ordering structure with associated Request Typesand Source Systems. Different applications may have different request structures when theymake requests to the pricing engine.Source SystemThe Source System is the application that captures the pricing setup data. The ‘Application

Name’ is not the same as the ‘Source System’ for an attribute. The Application Name is thename of the application that created the attribute. Typically, the application that would createan attribute after Attribute Manager is installed are Marketing, Order Capture, Contracts coreand Advanced Pricing.Though Source systems also use valid Applications as their values, Source systems act as

pricing related data repositories for various Pricing Transaction Entities and should not beconfused with Application names, even if they have matching names and same valid values.





All source systems belonging to the same PTE will return the same price and adjustments forall request types.Request TypeThe Request Type identifies the type of transaction that is being priced. Different applicationsmake requests to the pricing engine. Request types of these applications may be different.Some applications may share their request types.For example: iStore and Order Capture share the same request type. On the other hand, OrderManagement and iStore have different request structures.Advanced Pricing provides seeded Pricing Transaction Entities (PTEs); however, you candefine additional PTEs.





Example: Order Fulfillment PTE

Example: Order Fulfillment PTE In the example above, the Pricing Transaction Entity is Order Fulfillment. Within this PTE,there are several source systems. Istore, Order Capture, and Order Management will beevaluating pricing data defined in all these source systems.

Accessibility Description The graphic displays the Pricing Transaction Entity - Order Fulfillment.





Reviewing Available PTEs

Reviewing Available PTEsView existing PTEs in the Pricing Transaction Entity – Source System and Request Typeswindow.





Role of PTEs in Attribute Management

Role of PTEs in Attribute ManagementThe Pricing Transaction Entity narrows the data the search engine reviews. The search engineexamines only the setup data generated by the source systems defined for that PricingTransaction Entity. All applications belonging to the same pricing transaction entity have thesame set of attributes available to them. A same PTE ensures that the applications sharing thesame data always give the same price for an item irrespective of the request type.





PTE in Attribute Creation Process

PTE in Attribute Creation ProcessOnce you have created the attribute, you can link it to a pricing transaction entity.





Linking Attributes to a PTE

Linking Attributes to a PTE Once you have set the context and attributes, you can link an attribute grouping to a specificPricing Transaction Entity (PTE). From the PTE-Attribute Linking window, you are linkingspecific attributes to a PTE. Attributes can be defined for different levels such as line, order, or

both.LevelIndicates what level the attribute is: Order, Line, or BothFor example, the level is ‘Order’ for an attribute ‘agreement_id.’ It means that only the headerlevel ‘agreement_id’ will be attribute mapped whereas agreement_id on order lines will not beattribute mapped.This level is also used to selectively display pricing attributes/qualifiers in thelist of values (LOVs) while setting up modifiers/formulas/price list/qualifier. The attributemapping method shows how the data for an attribute it derived.There are check boxes to show if the attribute displays in the list of values of the pricing setupsand whether the attribute displays in the Limits windows. This check box is selected by theuser if the attribute is part of the LOVs of pricing setup window. If cleared, the attribute willnot be available in pricing setups. However, existing modifiers defined using that attribute will





behave the same way. All seeded attributes will have this flag selected so that all seededattributes will be available in the list of values (LOVs) of the setup windows.If you select the mapping method as attribute mapping, then you must select the attributemapping enabled box. Otherwise, the mapping rule will not work properly.The Attribute Mapping Status box will not be selected initially after you create the mappingrule. It will only get selected if the attribute has been used in a pricing setup and you have runthe build attribute mapping rules program (which we will go into later).





Creating a New Pricing Transaction Entity

Creating a New Pricing Transaction EntityHow do I know if I need to define a new Pricing Transaction Entity?When a new request type is created so that a new ordering structure is developed, the businessmust decide if the request type will use the same set of pricing data (the same source systems)in the existing Pricing Transaction Entity. A new Pricing Transaction Entity needs to becreated only if the new request type uses a different ordering structure AND a different set ofsource systems. Request types also have to be unique across Pricing Transaction Entity.To create a new Pricing Transaction Entity:1. Navigate to the Pricing Lookups window.2. Query on QP_PTE_TYPE as lookup type.3. Enter a code (short name) for a Pricing Transaction Entity.4. Enter Meaning.5. Enter a Description.6. Enter optional fields.7. Save the record.





The Pricing Transaction Entity that you created must also be attached to a new Request Type.Without a new Request type, you cannot attach Attribute Mapping rules to that PricingTransaction Entity. In other words, a Pricing Transaction Entity without Request type cannot beattribute mapped, because of the absence of Request types.Note : This is not applicable to Basic Pricing where the Pricing Transaction Entity you just

created displays in the Pricing Transaction Entity LOV, as Attribute Mapping method is

‘User Entered’ whenever new PTE-Attributes links are created.





Defining Pricing Transaction Entity Associations

Defining Pricing Transaction Entity AssociationsDefine the request types and source system for a given Pricing Transaction Entity in thePricing Transaction Entity - Source System and Request Types window.





Agenda





What is a Context?

What is a Context? Qualifier Contexts and its attributes can be used to create qualifiers that determine eligibilityfor a modifier (who is eligible to receive the modifier). Qualifiers can be attached to price lists(only in Advanced Pricing) and modifiers.Product Contexts and its attributes define the product hierarchy and are related to productinformation. For example, the product context Item may consist of attributes such as Item

Number and Item Category.NotePricing Contexts are associated with pricing attributes. They further define eligibility for a

price list line or modifier. They can be used for a price list line, as a formula component, or inModifiers.





Context Examples

Accessibility DescriptionThe table describes the three Context Types and their names.





Understanding Contexts





Contexts

Contexts Oracle Pricing Manager Responsibility(N) Pricing > Setup > Attribute Management > Context and Attributes > Context Setup –Advanced PricingContexts are a group of related pricing elements that can have attributes linked to them. Oncethe context is defined, you can create its attributes. Attributes determine the specific values inwhich you define pricing rules. For example, customer hierarchy can include pricingcharacteristics such as customer name = Customer ABC.Context/attribute combinations are available for use in the Pricing Setup windows once theyare created and linked to a specific Pricing Transaction Entity (PTE).

Code Short name for a context. Once defined and saved , user can not modify it later.Name

Name of a context. It will be displayed in the context LOVs available inQualifier/Modifier/formula screens. User can modify it if needed.Description





Description of a context. User can modify it if needed.Seeded This check box is selected automatically if the context is seeded ( oracle apps user isdatamerge). It remains selected even if you manually overwrite the seeded context.Enabled Select the Enabled check box to make this context available in qualifier/modifier/pricelist/formula setups. When a context is disabled, it will not display in the context LOV onqualifier/modifier/formula/price list windows and hence, all the attributes defined for thiscontext will also be unavailable for setup.





Qualifier Contexts

Qualifier Contexts Predefined (seeded) qualifier contexts and associated qualifier attributes that use OracleApplication database tables as the data source wherever applicable are provided.Advanced Pricing lets you define qualifiers to determine eligibility rules governing who canreceive a particular price, discount, promotion, or benefit. Qualifiers and qualifier groups canthen be linked to Oracle price lists andmodifiers. The following are common qualifier terms:Qualifier ContextsQualifier contexts are flattened hierarchies where similar qualifying attributes can be groupedinto logical categories.QualifiersQualifiers are specific attributes that assist Oracle Advanced Pricing with limiting the who for

benefit or price eligibility.





Qualifier Context Examples

Qualifier Context Examples

Qualifiers determine eligibility rules governing who can receive a particular price, discount, promotion, or benefit.Qualifier Contexts and its attributes can be used to create qualifiers that determine eligibilityfor a modifier (who is eligible to receive a particular price, discount, promotion, or benefit).Qualifiers can be attached to price lists (only in Advanced Pricing) and modifiers.





Product Contexts

Product Contexts Product Contexts and its attributes define the product hierarchy and are related to productinformation. For example, the product context Item may consist of attributes such as Item

Number and Item Category.WarningYou cannot add new contexts of Product Context type. However, you can add attributes to theexisting Product Context Item.





Pricing Contexts

Pricing Contexts Pricing Contexts are associated with pricing attributes. They further define eligibility for a

price list line or modifier. They can be used for a price list line, as a formula component, or inmodifiers.





Agenda





Context/Attribute Creation Process





Creating Attributes for Contexts

Creating Attributes for ContextsOracle Pricing Manager Responsibility(N) Pricing > Setup > Attribute Management > Context and Attributes > Context Setup –Advanced PricingOnce the context is defined, you can create its attributes. Attributes determine the specificvalues in which you define pricing rules. For example, customer hierarchy can include pricingcharacteristics such as customer name = Customer ABC.Attributes can further express product or customer hierarchies for a given context. To createnew attributes, use the Attribute Management setup windows.(N) Oracle Pricing Manager Responsibility > Setup > Attribute Management > Context andAttributes.





Attribute Selection: Pricing Engine Processing

Attribute Selection: Pricing Engine Processing In Attribute Management, you can use external data to create attributes. Users can enter valuesduring runtime for these attributes or mapping rules can be created to extract the data. Withinthe UI of attribute Management, you can view and make changes to the seeded attribute.





Pricing Attributes and Flexfields

Pricing Attributes and Flexfields A context of type Pricing Attribute will also be created as Flexfield Pricing Contexts in theFlexfield, once it is created using the Contexts and Attributes window. All the abovedefinitions of contexts and attributes are stored in QP tables. However, the same data will bestored in flexfield tables as well, if the context type is PricingAttribute. This occurs because Order Management (OM) uses flexfield structure for pricingattributes. Hence for pricing attributes to display on OM's windows, these definitions need to

be in the flexfield tables as well.However, Pricing Attribute setup must always be done in the Context and Attributes setupmenu. If user does a pricing attribute setup in flexfield tables, the setup data will not be

available in the QP tables as data is not copied from flexfield tables to QP tables. So eventhough the pricing attribute displays in OM windows, it will never be selected by the engine.A context and attributes of type Pricing Attribute will get updated and deleted in the flexfield,if updated and deleted in the Context and Attributes window if it meets the deletion criteria.





Pricing Attributes

Pricing AttributesPricing attributes control what is being priced or modified on a price list or modifier list.Creating Context and Attributes to be used for Pricing Setup WindowsContexts are a group of related pricing elements that can have attributes linked to them. Oncethe context is defined, you can create its attributes. Attributes determine the specific values inwhich you define pricing rules. For example, customer hierarchy can include pricingcharacteristics such as customer name = Customer ABC.Creating ContextsIn Attribute Management, you can set up three types of contexts:

• Qualifier Contexts and its attributes can be used to create qualifiers that determineeligibility for a modifier (who is eligible to receive the modifier). Qualifiers can be attachedto price lists (only in Advanced Pricing) and modifiers.

• Product Contexts and its attributes define the product hierarchy and are related to productinformation. For example, the product context Item may consist of attributes such as Item

Number and Item Category. You cannot add new contexts of Product Context type.However, you can add attributes to the existing Product Context Item.





• Pricing Contexts are associated with pricing attributes. They further define eligibility for a price list line or modifier. They can be used for a price list line, as a formula component, orin Modifiers.

For example, a product context such as Item can be further categorized by attributes such asItem Name and Item Number while a qualifier context such as Customer can consist ofattributes such Customer Name and Customer ID.

Creating AttributesThe pricing engine evaluates attributes during engine run time to determine which price listsand modifiers are eligible for the transaction. Attribute values can be derived at the order level,line level, or for both order and line levels.You must create all new attributes using the Attribute Management setup windows. OraclePricing Manager Responsibility > Setup > Attribute Management > Context and Attributes.With the Attribute Management feature, you can define attributes for a given context,determine how they are sourced, decide which attributes can be selected from a list in thePricing Setup windows, and determine which ones are used in promotional limits.Pricing Attributes

The following are examples of pricing attributes used to specify conditions of a product orservice that affects the price:

• Product ID = HMO Plan 15; Pricing Attribute = State = Connecticut; List Price = $200.00 per month.

• Product = HMO Plan 15; Pricing Attribute = State = New York; List Price = $250.00 permonth.

• Product ID = Motor Oil; Pricing Attribute = Grade = Regular; List Price = $3.50 per Quart• Product ID = Motor Oil; Pricing Attribute = Grade = Premium; List Price = $4.25 per quart• Product ID = Usage Charge; Pricing Attribute = Time of Day = Evening (7:00pm to

11:00pm); list price =.08 per minute• Product ID = Usage Charge; Pricing Attribute = Time of Day = Late night (6:00am to

5:30am) list price =.05 per minute





Pricing Attributes

Pricing AttributesOrder Management Super User Responsibility(N) Pricing > Price Lists > Price List Setup (T) List Lines (B) Pricing Attributes1. Choose Pricing Attributes in the List Lines tab to display the Pricing Attributes window.2. Enter a pricing context.3. Enter a pricing attribute.4. Select = or BETWEEN for Operator.5. Enter Value From.6. If the Operator is BETWEEN, enter Value To.

Note: The pricing attributes are joined as AND conditions since they apply to one price listline.





Practice - Create a Pricing Qualifier Context and Attributes

Overview

In Oracle Advanced Pricing, each level of a hierarchical pricing structure is defined as a

qualifier. When several qualifiers exist, it is necessary to sequentially order each qualifier to prioritize the evaluation of the qualifiers.

Oracle Advanced Pricing provides some seeded qualifiers. However, if you require additional pricing qualifiers you should define these in this setup step. If you skip this step, users will only be able to choose predefined Oracle qualifier contexts and qualifier attributes for price and benefit eligibility.

• In this guided practice you will define a new Pricing qualifier context. Then you willcreate new qualifier attributes associated with this qualifier context. NOTE : A solutiontable is provided at the end of the practice.

• These new qualifier contexts and attributes can be used to create qualifier groups. Thequalifying groups can used to determine who qualifies for certain pricelists and discounts.

Assumptions

• Oracle Pricing Manager responsibility.

• You can navigate standard Oracle Applications.

• You have basic knowledge of Oracle Advanced Pricing.

•

You must have access to an Oracle Application Vision database or comparable trainingor test instance at your site on which to complete this practice.

Tasks

Define a New Qualifier Context

Oracle Pricing Manager responsibility

1. Navigate to the Context Setup window.

2. In the Type field in the Context region, select Pricing Context.

3. Enter QPPM-PA in the Code field. This is the short name for the context.− Once it has been saved, it cannot be changed.





4. Enter the remaining context information in the Context region:

Field Name Topic

Name QPPM’s Pricing Context

Description Pricing context example

5. Select the Enabled box.

When you have completed your entries for the context, you can enter information to create theattribute.

Creating a New Pricing Attribute

6. In the Attributes region of the Context Setup window, enter the following information:

Field Name Topic

Code QPPM

Name QPXX’s Age

Precedence 300

Application Name Oracle Pricing

Column Mapped PRICING_ATTRIBUTES35

Value Set

Datatype

7. Select a Column Mapped value to which the attribute will be mapped.

The columns PRICING_ATTRIBUTES1 through 30 of each context are reserved for seeded pricing attributes. You can select from PRICING_ATTRIBUTES31 through 100.

8. Select the Value Set QP: Number to define a value set for the attribute. In this field, you candefine a new value set or use an existing value set.

9. Save your work.

Creating Additional Qualifier Attributes

You can create additional attributes for a context. In the Attributes region, tab to the second row

to create a second attribute for this qualifier context.





Solution –Create a Pricing Qualifier Context and Attributes

Create a New Context

Responsibility = Oracle Pricing Manager

1. Navigate to the Context Setup window.

• (N) Setup > Attribute Management > Context and Attributes

2. Enter the following in the Context region:

Field Name Value

Type Pricing Context

Code QPPM-PA

Name QPPM’s Pricing Context

Description Pricing context example

Enabled box Selected





Create a New Pricing Attribute

3. In the Attributes region of the Context Setup window, enter the following information:

Field Name Topic

Code QPPM

Name QPXX’s Age

Note: The XX in QPXX represents your initials. Type your initials in the place of the XX.





4. Enter a Precedence value such as 300. This decides the processing sequence of qualifierattributes. For Pricing Attributes, this value is not taken into consideration.

5. Select Oracle Pricing (the default) as the Application Name. This identifies the name of theapplication creating this attribute.

6. Select a Column Mapped value to which the attribute will be mapped.The columns PRICING_ATTRIBUTES1 through 30 of each context are reserved for seeded

pricing attributes. You can select from PRICING_ATTRIBUTES31 through 100.

7. Select QP: Number from the Value Set field.

The value set define the values that can be used for the selected attribute such as themaximum number of In this case, numbers. You can view additional information or create anew value set by clicking the Value Sets button.

• (B) Value Sets





Since the Validation Type for QPXX’s Age value set is set to None, values are not required.By entering a minimum and maximum value in the QPXX’s Age value set, you determinethat the age must fall between 0 and 110 years.


9. Save your work.





Agenda





Overview of Attribute Mapping Methods

Overview of Attribute Mapping MethodsSelect an Attribute Mapping Method to determine how the attribute is mapped:

• Attribute Mapping: If this is selected, attribute mapping is required.• Custom Sourced: User provides a code• Runtime Sourced: Sourced in the pricing engine by a Custom API. This is used to source

an accumulation attribute at runtime. During accumulated range break calculations, the pricing engine calls the Runtime Sourcing API to acquire an accumulation value for theaccumulation attribute

• User Entered: Attribute value is entered by user, therefore attribute mapping is not required

If you select “User Entered” or “Custom Sourcing” as the Attribute Mapping Method, youhave finished assigning the attribute. You can now use it in a pricing setup Note: You will not have to run the Build Attribute Mapping rules program for User entered orCustom sourced attributes.





Stages in Attribute Creation





Linking Attributes to a Pricing Transaction Entity

Linking Attributes to a Pricing Transaction Entity

Attributes can be linked to one or more Pricing Transaction Entities. The Pricing TransactionEntity has the following characteristics:

• Reduces the data the search engine evaluates--uses only the setup data generated by thesource systems defined for that PTE.

• All applications belonging to the same pricing transaction entity have the same set ofattributes available to them.

The following check boxes are used with the Advanced Pricing–Pricing Transaction Entity– Attribute Linking window:

• Seeded check box (for seeded contexts)• Enabled check box (to enable the context in a pricing setup), and• Assigned to PTE check box (shows which contexts and its attributes have been assigned to

a PTE.)





Advanced Pricing–PTE–Attribute Linking Window

Advanced Pricing–PTE–Attribute Linking Window From the PTE-Attribute Linking window, you can link specific attributes to a PTE:LevelAttributes can be defined at the following levels: Line, Order, or Both.For example, an attribute ‘agreement_id’ set at the Order level means that only the header level‘agreement_id’ will be attribute mapped; however, the agreement_id on order lines will not

be attribute mapped.The attribute level is also used to selectively display pricing attributes/qualifiers in the LOVswhile setting up modifiers/formulas/price list/qualifiers.

Attribute Mapping MethodThe attribute mapping method shows how the data for an attribute it derived. There are threetypes of methods which will be discussed in another slide. another slide.There are check boxes to show if the attribute will appear in the list of values of the pricingsetups and in the limits windows. If this check box is selected, then the attribute is part of theLOVs of pricing setup windows. If deselected, the attribute will not be available in pricingsetups. However existing modifiers defined using that attribute, will behave the same way.





All seeded attributes will have this check box selected so that all seeded attributes will beavailable in the LOVs of the setup windows.If you select the mapping method as Attribute Mapping, then you should select the AttributeMapping Enabled box. Otherwise, the mapping rule will not work properly.The Attribute Mapping Status check box will not be selected initially after you create themapping rule. It will only get selected if the attribute has been used in a pricing setup and youhave run the build attribute mapping rules program.

Note: If the attribute is not assigned, it will not be available in pricing setups





Setting Attribute Levels

Setting Attribute LevelsPrice List setup window1. The LOV for Qualifier Attributes in the Qualifiers tab displays qualifier attributes with

attribute levels of Line or Both. This occurs because an Order Line may qualify for a pricelist based on a qualifier attribute of the Order Line or both the Order Header and OrderLine.

2. The LOV for pricing attributes displays pricing attributes with Attribute Level = Line.Modifier List setup window1. The LOV for Qualifier Attributes in the Line Qualifiers window displays qualifier

attributes with attribute levels: Order or Both if the Modifier Level Code is Order.2. The LOV for Qualifier Attributes in the Line Qualifiers window displays qualifier

attributes with attribute levels of Line or Both, if the Modifier Level Code is Line or LineGroup.

3. The LOV for Qualifier Attributes in the List Qualifiers window displays qualifier attributeswith attribute levels: Line, Order, or Both.

4. The LOV for Pricing Attributes will show pricing attributes with attribute level of Line.





Qualifier Setup windowThe LOV for qualifier attributes on the Qualifier Group setup window displays will show all

levels of Qualifier Attributes. However, a qualifier group can’t have one qualifier attributewith the level ‘ORDER’ and another qualifier attribute with the level ‘LINE’ with thesame ‘Qualifier Grouping No.’. All the qualifiers within a Qualifier Grouping No musthave the attributes with the level either as ‘ORDER’ or ‘BOTH’ or as ‘LINE’ or ’BOTH’.

Formula Lines and Factors ListSince a formula can be applied either at ‘order’ level or at ‘line’ level, it is not possible at the

definition time to restrict the attributes appearing in the LOV’s, based on the ‘attributelevel’. Hence there will be no level based restrictions in the LOV.





Attribute Levels





Attributes and Pricing Window LOVs

Attributes and Pricing Window LOVs This slide describes what attributes are shown in each of the pricing component setup LOV’s

based on the Attribute Level assigned to the attribute. All attributes display in the AttributesSetup window if Advanced Pricing is installed.The following conditions apply when defining qualifiers or pricing attributes in price lists,modifiers, or other pricing entities:a) Only those attributes with the LOV Enabled check box selected display in the LOV’s onthese setup windows.

b) All attributes that are set up are available to Advanced Pricing users, subject to meetingthe other conditions (as described in (a) and (c)).c) Ensure that the Attribute Level is appropriate.





Attributes and Pricing Window LOVs





Disabling an Attribute from a PTE





Practice - Link Attributes to a Pricing Transaction Entity (PTE)

Overview

Once you have created a context/attribute combination, you must link the attribute to a Pricing

Transaction Entity (PTE). When you do this, this attribute and its corresponding properties will be unique to the PTE.

• In this guided practice you will link the attribute created to an existing PTE and assign anattribute mapping method to the attribute.

Assumptions

• You can navigate standard Oracle Applications.



• You have access to the Oracle Pricing Manager Responsibility.

Tasks

Link the Attribute to a PTE

Oracle Pricing Manager Responsibility

1. Navigate to the Pricing Transaction Entity – Attribute Linking window.

2. In the Pricing Transaction Entity field, select Order Fulfillment.

3. In the Context Type field, select Pricing to display the contexts defined for the PricingContext Type. If the context is currently assigned to the Order Fulfillment PTE, then theAssigned to PTE box will be selected.

4. Find the context you created by searching the Code column in the Contexts region.− Seeded contexts will have the seeded box selected.

5. Select the Enabled box so that the context displays in the list of values for pricing setups.

6. Select the context from the Contexts region in the Pricing Transaction Entity-AttributeLinking window.

7. Click the Link Attributes button to display the Link Attributes window. In this window, youcan link this attribute to the Pricing Transaction Entity: Order Fulfillment.





Assign an Attribute Mapping Method to the Attribute

In the Link Attributes window, you define more properties for the attribute:

8. Select the attribute from the Code field.

The Attribute Code, Attribute Name, and Precedence default in because this is the onlyattribute defined for this context.

9. Select the Level for the attribute. A Level is used to selectively display pricing attributes andqualifiers in the list of values from the pricing setup windows.

• Attributes can be set at the LINE, ORDER or BOTH levels. Select LINE.

10. Select ATTRIBUTE MAPPING as the Attribute Mapping Method. The choices for attributemapping are: USER ENTERED, CUSTOM SOURCED, ATTRIBUTE MAPPING, andRUNTIME SOURCED (this should only be selected for accumulation attributes).

•

When ATTRIBUTE MAPPING is selected as the Attribute Mapping Method, theattribute must be mapped once you have set up the attribute in the Assign Attributeswindow.

• Attribute mapping is not required for USER ENTERED or CUSTOM SOURCEDattributes.

11. Select LOV Enabled.

12. Select Use in Limits box if you want this attribute to show up in the Attribute list of valuesin the Limits setup window.

The following steps apply if ATTRIBUTE MAPPING is selected as the Attribute MappingMethod:

13. Select the Attribute Mapping Enabled box if you want this attribute to be mapped.

The Attribute Mapping Status box is selected automatically by the Build Mapping Rules program which generates the Build Context API for mapping. The Build Mapping Rules program must be run after you have completed attribute mapping.





Solution – Link the Attribute to a Pricing Transaction Entity (PTE)



• (N) Setup > Attribute Linking and Mapping

2. In the Pricing Transaction Entity field, select Order Fulfillment.

3. In the Context Type field, select Pricing to display the contexts defined for the PricingContext Type. Contexts currently assigned to the Order Fulfillment PTE will have theAssigned to PTE box selected.





4. Select the Code for the context you created: QPPM-PA .

The Assigned to PTE box will be selected automatically once the attribute has beensuccessfully created and mapped (the mapping process is required only for attributes thathave ATTRIBUTE MAPPING in the Attribute Mapping Method field).

5. Select the Enabled box.

6. (B) Link Attributes. The Assign Attributes window displays.

Assign an Attribute Mapping Method to the Attribute

The following steps are completed in the Link Attributes window:− Code = QPPM.− The Attribute Code, Attribute Name, and Precedence default in because this is the

only attribute defined for this context.− Attribute Mapping Method = ATTRIBUTE MAPPING.





7. Complete the remaining entries:

Field Name Value

LOV Enabled Selected

Use in Limits Selected

Attribute Mapping Enabled Selected

Column Mapped PRICING_ATTRIBUTE58

Attribute Mapping Status Cleared

8. (I) Save.

Attribute Mapping is required because ATTRIBUTE MAPPING has been selected for thisattribute. If USER ENTERED or CUSTOM SOURCED had been selected as the attributemapping method, then attribute mapping would not be required and the attribute would beready for use in the pricing setup windows.

9. (B) Attribute Mapping.

10. See the next practice to continue with Attribute Mapping.





Agenda





Assigning an Attribute Mapping Method

Assigning an Attribute Mapping Method

Attributes Mapping is a mandatory step before any pricing element is used by the pricingengine. The pricing engine also provides flexibility that a transaction area can define theattributes mapping specific for its use.

For example, Customer Region can be derived from a OE_ORDER_PUB.G_HDR.sold_to_org_id for Order Management. However this same element may have to bederived from ASO_PRICING_INT.G_HEADER_REC.cust_account_id for Order Capture.

After linking the context/attribute combination, you must select an attribute mapping methodthat determines how the attribute is sourced:

Select one of the following Attribute Mapping Methods to determine how the attribute ismapped:

• Attribute Mapping: If this is selected, attribute mapping is required.• Custom Sourced: User provides a code• Runtime Sourced: Sourced in the pricing engine by a Custom API. T his is used to source

an accumulation attribute at runtime. During accumulated range break calculations, the





pricing engine calls the Runtime Sourcing API to acquire an accumulation value for theaccumulation attribute

• User Entered: Attribute value is entered by user, therefore attribute mapping is not requiredIf you select “User Entered” or “Custom Sourcing” as the Attribute Mapping Method, youhave finished assigning the attribute. You can now use it in a pricing setupNote : You will not have to run the Build Attribute Mapping rules program for User entered orCustom sourced attributes.





Attribute Mapping

Attribute MappingComplete your entries, if Attribute Mapping is selected as the Attribute Mapping Method thenclick the Attribute Mapping button to define the Attribute Mapping rules for the selectedattribute.If Custom Sourced, Runtime Sourced, or User Entered is the Attribute Mapping Method, thenthe process is complete-- you do not have to run the Build Attribute Mapping rules program forthese attributes.





Setting Up a New Mapping Rule for a Qualifier/Pricing Attribute

Setting Up a New Mapping Rule for a Qualifier/Pricing Attribute1. Navigate to the Pricing Transaction Entity - Attribute Linking window. 2. Find the Pricing Transaction Entity.3. In the Context Type Field Select the Context Type from LOV.

4. Click Link Attributes to open the Link Attributes window.

5. Find the attribute to which you want to define mapping rule.

6. Click Attribute Mapping to display the Attribute Mapping window: Context, Attribute aredisplay-only fields.

7. Select request type. 8. Enter information in Header Level or Line Level region, or both the regions, depending on

the Level of the attribute in the previous window.

The Global structure/view name is already displayed for that Request type chosen.

9. Select the user source type from LOV.

10. Enter a User Value String.





11. Save the record.





Attribute Mapping Window

Attribute Mapping WindowRequest types region (Attribute Mapping window)This region displays all the enabled Request types defined for the given PTE.You need to define attribute mapping for all the request types listed in this region.

• Application Name: This column indicates the Application that created the mapping rule.You can enter the Application before creating a mapping rule. In case an Application nameis not entered, the system defaults Oracle Pricing as the creator of the mapping rule.

Header level region• Enter data here if the Attribute Mapping level (defined in the Assign Attributes window) of

the attribute is Order or Both. This region will be grayed out if the level is Line.• Global structure/View Name: This is a display only field. It will show the value defined in

Request type tab of the Pricing Transaction entity setup window.• User Source type: The possible values of source type are:

– Application Profile: Profile option: Select the profile option from where you want to getthe default value for this attribute. A LOV will provide a list of valid profile optionssuch as OE: Item Validation Organization.





– PL/SQL API: Attribute can be sourced directly from a global structure defined for thegiven source system. The following flexfield window will pop up. For OM all therecord structures are defined in the package OE_ORDER_PUB. For example , if youwant to use payment term id as the source value for the new segment that you havedefined , enter G_LINE.payment_term_id in the function name. You have two recordstructures available. OE_ORDER_PUB.G_LINE contains all the possible values of a

sales order line. OE_ORDER_PUB.G_HDR contains Fields from Order headers.Structure of the Line_rec_type and header_rec_type can be obtained from theManufacturing Open Interface Manual. (For IStore/OC the equivalent global structuresare defined in the package ASO_PRICING_INT.

– PL/SQL API Multi-Record: You can write a custom API (must be a function) thatreturns multiple values. The output of your function can only be a table ofVARCHAR2s: for example, to get the inventory categories for an item. The flexfieldwindow above displays. For more information, see seeded sourcing for Item Categoriesor customer class as an example of multi-Value pl/sql API.

Package: Enter the PL/SQL package name.Function: Enter the function name.Constant Value: Constant: Enter a constant value that will always

be mapped to this attribute for the given condition.System Variable: Enter the system variable that will be mapped tothe attribute for the given condition such as SYSDATE.

• Seeded Source type: It will have value if the record is seeded. This field is protected againstupdate. If user wants to modify seeded mapping, user can enter data into correspondinguser field (user source type).

• Value String (user and seeded): It is a value of the source type. Seeded value string willhave seeded value. This field is protected against update. If user wants to modify seededmapping, user can enter data into corresponding user field (user value string).

• Seeded: This is a non-navigable field indicating, whether the mapping rule is seeded or not.Line level regionYou can enter data here if the level ( defined in ‘assign attribute’ form ) of the attribute is‘Line’ or ‘Both’ . This region will be grayed out if the Segment level in the previous screen is‘Order’. Rest of the fields are the same as the Header level region.





Practice - Use Attribute Mapping to Define an Attribute

Overview

Once you have created a context/attribute combination and linked the attribute to a Pricing

Transaction Entity (PTE), you need to use attribute mapping to map an attribute. After mappingthe attribute, you need to run the Build Attribute Mapping Rules program, which creates themapping rules.

Attribute mapping is required only for attributes with ATTRIBUTE MAPPING selected as theAttribute Mapping Method. Attribute mapping is not required for attributes that have USERENTERED or CUSTOM SOURCED defined as the Attribute Mapping Method.

• In this guided practice, you will use attribute mapping to map the attribute QPPM andthen run the Build Attribute Mapping Rules program.

Assumptions• You can navigate standard Oracle Applications.



• You have access to the Oracle Pricing Manager Responsibility.

Tasks

Map the Attribute

Oracle Pricing Manager Responsibility


2. Do a query to find the context QPPM-PA.

3. Select the QPPM-PA context.

4. Click the Link Attributes button to display the Link Attributes window.

5. Select the attribute you created from the Code field.

6. Ensure that ATTRIBUTE MAPPING is selected in the Attribute Mapping Method field andthat the checkbox for the following fields is selected: LOV Enabled, Use in Limits, andAttribute Mapping Enabled.





Mapping Enabled box is selected and 2) ATTRIBUTE MAPPING is selected as the AttributeMapping Method.

14. To run the Build Attribute Mapping Rules program, select Build Attribute Mapping Rulesfrom the Tools menu.

• A Message box appears to indicate that the attribute mapping was successful.

• The Assigned to PTE box is selected in the Pricing Transaction Entity-Contexts window because the attributes and properties are now linked to the Pricing Transaction Entity-Order Fulfillment.

15. Save your work.





Solution – Use Attribute Mapping to Define an Attribute

Map the Attribute



• (N) Setup > Attribute Management > Attribute Linking and Mapping

2. In the Pricing Transaction Entity – Attribute Linking window:− Pricing Transaction Entity = Order Fulfillment− Context Type = Pricing Context

3. Contexts region:− Select Code = QPPM-PA





4. (B) Link Attributes− Code = QPPM. This is the attribute that you created for the Context QPPM-PA.− The Attribute Code, Attribute Name, and Precedence default in because this is the

only attribute defined for the QPPM-PA context.





5. Ensure that ATTRIBUTE MAPPING is selected in the Attribute Mapping Method field andthat the checkbox for the following fields is selected: LOV Enabled, Use in Limits, andAttribute Mapping Enabled.

• The Attribute Mapping Status box is automatically selected once the Build AttributeMapping Rules program which generates the Build_Contexts API for mapping runs

successfully.

6. (B) Attribute Mapping.





7. Request Type = ONT− Application name = Oracle Pricing

This indicates that Oracle Pricing is the application creating the attribute mapping rule. Youcan then define the attribute mapping rule for the ONT request type.

Since the Level for this attribute is Both, the Header Level and Line Levels regions areenabled:

Header Level:− User Source Type = PL/SQL API− User Value String = QP_SOURCING_API_PUB.

For seeded attributes, you can view the Source Type and Value String in the Seeded fields.To change the seeded attribute mapping rules, enter data in the corresponding User fields.

Line Level:− User Source Type = PL/SQL API.− User Value String = B.G.HDR.sold_to_org_id





Note: If the following message displays if attribute mapping rules have not been defined forall the request types in the Request Types region. Defining attribute mapping rules for allrequesting types ensures that all the requesting applications that look at the same set of datareceives the same price.

10. Once you have completed your entries, save your work.

Run the Build Attribute Mapping Rules program

For improved system performance, it is recommended that you run the Build Attribute MappingRules concurrent program after you define your mapping rules (although it is not mandatory,since dynamic attribute mapping is supported).





The Build Attribute Mapping Rules program generates mapping rules only for attributes with theAttribute Mapping Enabled box selected and ATTRIBUTE MAPPING selected as the AttributeMapping Method.

11. (M) Tools >Build Attribute Mapping Rules

After the program has run, a Message box confirms if the attribute mapping was successful.

• The Assigned to PTE box is selected in the Pricing Transaction Entity-Contexts window because the attributes and properties are now linked to the Pricing Transaction Entity-Order Fulfillment.

12. (I) Save.





Agenda





Build Attribute Mapping Rules Program

Build Attribute Mapping Rules program

The Build Attribute Mapping Rules program will map the attributes that are used only in theactive pricing setup if the profile value QP: Check For Active Flag is set to Yes. If the profilevalue QP: Check For Active Flag is set to No, this program will map the attributes that are usedin both the active and inactive setup.

The program Build Attribute Mapping Rules dynamically generates the packageQP_BUILD_SOURCING_PVT, which contains attribute mapping calls to build attributemapping rules for Attributes. The package QP_BUILD_SOURCING_PVT is generated whenthe concurrent program is run. This package contains only the rules of used attributes(Qualifiers/Pricing Attributes used in any pricing setup) that can be mapped at run-time. Thismeans anytime you use a new attribute (one that has not been used by any other modifier, pricelist, formula), you will need to run the program Build Attribute Mapping Rules accessible inthe Oracle Pricing Manager Responsibility or from the Tools Menu of the Attribute Linkingand Mapping windows. Also anytime you change any attribute mapping rules you will need torun this program.

The program generates the attribute mapping rules for all the attributes that have the AttributeMapping Enabled box selected. When the Build Attribute Mapping Rules program runs





successfully, the Attribute Mapping Status is checked for those attributes for which an attributemapping rule is generated.

The Build Attribute Mapping Rules reports back success or failure to the user. If the AttributeMapping Status box changes to selected status for the attributes that were successfully mappedthen it was successful. The window automatically re-queries the database if the Build AttributeMapping Rules process is successful and moves focus to the Attribute Mapping Status box.





Build Attribute Mapping Rules Program Checklist





Restoring Defaults

Restoring Defaults The Restore Defaults button replaces values with their original seeded values.Sourcing RulesFor all seeded sourcing rules, Restore Defaults button will restore back the seeded Source typeand the seeded Value string as User source type and User value string respectively. If theseeded Source type and the seeded Value string are same as user Source type and user Valuestring, the Restore Defaults button will be grayed out.You can restore the default seeded settings in the following windows:

• Context Setup

• Link Attributes• Context Setup

ContextsFor contexts, the Restore Default button restores the context to the original seeded values. Soeven if a seeded context has been changed, the values are restored to their original condition.The Name and Description fields display the seeded values rather than the user-entered values.





For seeded contexts, the Name and Description fields display their seeded values. However ifthese seeded values are changed, these fields show the user-entered values and the seededvalues will be preserved in seeded name, seeded description fields respectively. These seededfields will always be hidden.AttributesFor attributes, the Restore Default button restores the original seeded values. So if a seededattribute has been changed, the values can be restored to their original condition. Precedence,name, valueset, datatype window fields display the seeded values in place of user enteredvalues.For seeded attributes, the precedence, name, valueset, and datatype fields display their seededvalues. However, if you change the seeded values, these fields display the user-entered valuesand the seeded values will be preserved in separate fields named as seeded precedence, seededname, seeded valueset, seeded datatype. These seeded fields will always be hidden.Link AttributesFor seeded attributes, the Attribute Mapping Method column displays the seeded value of theattribute. However, if you change the attribute mapping method, this field displays the user-

entered value; the seeded value will be preserved in a separate field named as seeded AttributeMapping Method. This seeded Attribute Mapping Method field will always be hidden.The Restore Default button restores the original seeded attribute mapping method for anattribute. If you overwrite a seeded attribute and later want to restore the original seededvalues, click the Restore Default button to restore the seeded values.This button will be grayed out for non-seeded attributes. However, the button remains 'grayedout' for seeded attributes, if the user-entered Attribute Mapping method is the same as theseeded Attribute Mapping method.Attribute MappingFor all seeded Attribute Mapping rules, the Restore Defaults button restores the seeded Sourcetype and the seeded Value string as User source type and User value string respectively. If theseeded Source type and the seeded Value string are same as user Source type and user Valuestring, the Restore Defaults button will be grayed out.





Agenda





QP: Source System Code

QP: Source System CodeDefault value: BlankThis profile option is used in all pricing setup windows to identify the application throughwhich the pricing information is being entered. This source system code is held on all price andmodifier lists to identify the origin of the data. At the time of pricing, the pricing engine mayrestrict its search to pricing information which originated from a particular applicationdepending on the request type to source system setup.By default, the value of the profile option QP_SOURCE_SYSTEM_CODE is QP (OraclePricing) at the Site level. However, to differentiate between applications and prevent update ofmodifiers among several applications, the value of this profile can be set up at the Application

level.If modifiers are created in different applications such as Oracle Advanced Pricing, OrderManagement, or Trade Management, then changes to the modifier can only be made in theapplication where the modifier was originally created. These changes include changes to themodifier header (as deleting is already prevented) or changes such as inserting, updating, ordeleting modifier lines, pricing attributes, and qualifiers.





If you do not want to differentiate between applications or prevent update of modifiers created by different applications, then no specific setup is required. In this case, all modifiers arecreated with same value for source system code (assuming the value of this profile is set onlyat site level by default or same value if set for all applications which create modifiers).





Seeded Values for Source System Applications





QP: Source System Code Example

QP: Source System Code ExampleExampleThe following customer requirements need to be established when setting up the profileoptions:

• Modifiers created by the Trade Management application can only be changed by TradeManagement.

• Modifiers created by Oracle Pricing and Order Management applications can beinterchangeably updated but not by other applications.

• All other applications can update the modifiers of other applications except TradeManagement, Oracle Pricing and Order Management.

To accommodate these requirements, the value of the profile QP_SOURCE_SYSTEM_CODEis set up as follows:

• Site level: QP (default)• Trade Management: XXX• Oracle Pricing: YYY• Order Management: YYY (same as Oracle Pricing)





The default value should only be changed if the source of the pricing data is any applicationother than Oracle Advanced Pricing. Set this to the source system lookup code of theapplication which is interfacing the pricing data.After Attribute Mapping Manger is installed, this profile can be set at Site, Application andUser level. The default value for this profile at the time of installation at the Site level is OraclePricing. The seeded value of this profile for various applications is shown in the table below:

Application Name Default ValueSite Level Profile Value Oracle Pricing (QP)Oracle Transportation (FTE) Oracle Transportation (FTE)Oracle Inventory (INV) Oracle Inventory (INV)Oracle Marketing (AMS) Oracle Marketing (AMS)All other Applications Defaulted from Site

Note: Set the QP: Source System Code Profile to the source system lookup code of theapplication from which the QP Setup or other application setup windows are called.Values

• QP: Oracle Pricing (and other source system lookup codes of related applications).This profile option can be updated at the site and responsibility levels.





QP: Source System Code Example

QP: Source System Code ExampleExampleThe following customer requirements need to be established when setting up the profileoptions:

• Modifiers created by the Trade Management application can only be changed by TradeManagement.

• Modifiers created by Oracle Pricing and Order Management applications can beinterchangeably updated but not by other applications.

• All other applications can update the modifiers of other applications except TradeManagement, Oracle Pricing and Order Management.

To accommodate these requirements, the value of the profile QP_SOURCE_SYSTEM_CODEis set up as follows:

• Site level: QP (default)• Trade Management: XXX• Oracle Pricing: YYY• Order Management: YYY (same as Oracle Pricing)





The default value should only be changed if the source of the pricing data is any applicationother than Oracle Advanced Pricing. Set this to the source system lookup code of theapplication which is interfacing the pricing data.After Attribute Mapping Manger is installed, this profile can be set at Site, Application andUser level. The default value for this profile at the time of installation at the Site level is OraclePricing. The seeded value of this profile for various applications is shown in the table below:

Application Name Default ValueSite Level Profile Value Oracle Pricing (QP)Oracle Transportation (FTE) Oracle Transportation (FTE)Oracle Inventory (INV) Oracle Inventory (INV)Oracle Marketing (AMS) Oracle Marketing (AMS)All other Applications Defaulted from Site

Note: Set the QP: Source System Code Profile to the source system lookup code of theapplication from which the QP Setup or other application setup windows are called.Values

• QP: Oracle Pricing (and other source system lookup codes of related applications).This profile option can be updated at the site and responsibility levels.





Summary




Diagnostics and TroubleshootingChapter 9 - Page 1

Diagnostics andTroubleshootingChapter 9





Diagnostics and Troubleshooting





Objectives





Agenda





Overview of the Pricing Engine Request Viewer

Pricing Engine Request ViewerHistorical data is maintained because the Pricing Engine Request Viewer window updates the

display information each time the pricing engine captures a new transaction. The latest pricing request is displayed. Previous pricing requests are saved in Pricing tables.

End-to-End Process for the Pricing Engine Request ViewerThe following series of activities occur when a pricing call is made:1. The calling application makes a call to the Build Attribute Mapping Rules package to

generate the attributes defined by the Attribute Mapping Function.2. The calling application then calls the pricing engine with the attributes generated by

attributes mapping.3. The pricing engine processes the request. Then searches for and evaluates eligible price list

and modifier lines.4. If the profile option QP: Debug is set to Request Viewer On, then pricing engine inserts

records into the permanent pricing debug tables and generates a unique request ID, storingthe information from the calling application.





5. The pricing request information can then be viewed by querying the request in the PricingEngine Request Viewer from the OM Sales Order Pad or through the Pricing Managerresponsibility menu.





Setting Profile Options for Pricing Engine Request Viewer

Setting Profile Options for Pricing Engine Request ViewerTo start the Pricing Engine Request viewer, set the profile QP: Debug to "Request Viewer On".Alternately, select Request Viewer Off to turn the Request Viewer off. This profile option can

be updated at the user level.The pricing engine request viewer is only active for the transactions of the user who set this

profile option; other users' transactions are not affected. The default value is set to RequestViewer Off.If the profile is set to "Request Viewer On, but the Debug Log is not visible in the RequestViewer", then the Request Viewer captures pricing request details into the pricing debugtables, but the debug log information is not written into the debug log table. The debug log textfile will be created.QP: Set Request NameSet the value of the profile option QP: Set Request Name to append the value of the profilewith Order ID to be stored in the Request Name field. The default value is Null.





Pricing Engine Request Viewer

Pricing Engine Request ViewerUsing the Pricing Engine Request Viewer window, you can do the following:

• View the controls passed by the calling application to the pricing engine such as Events,Rounding Flag, Search and Calculate Flag, GSA Flag.

• View price request line passed in by the calling application.• View which modifier lines the pricing engine applied or rejected for benefit adjustments

along with the details of the modifier line.• View the pricing, qualifiers, and product attributes passed to the pricing engine along with

the other data generated by the engine.

• View the relationship between order lines for promotional modifiers, price breaks, andservice lines (OID, PRG, PBH, Service Items).• View the formula step values generated by the pricing engine used in formula calculation.• View and query fields in the Pricing Debug Log.





Using the Pricing Engine Request Viewer

Using the Pricing Engine Request ViewerFrom Order Management:Order Management Super User, Vision Operations Responsibility(N) Order, Returns > Sales Orders (M) Tools > Pricing Engine Request Viewer





Pricing Engine Request Viewer Window

Regions in the Pricing Engine Request Viewer WindowThe Pricing Engine Request Viewer window consists of the Pricing Engine Requests window,Attributes window, Related Lines window, Formula Step Values window, and Debug Logwindow.The Pricing Engine Requests window consists of three regions: Requests region, Lines regionand Line Details region.





Debug Log window

Debug Log windowMaps to the qp_debug_text table.





Agenda





Pricing Engine Messages and Diagnosis



Summary

11i Adv Pricing3

Documents

Transcript of 11i Adv Pricing3