Om Pricing PDF

R11i Order Management
Suite of Products: Pricing

Process
Student Guide
14650GC11
Production 1.1
October 2000
M013579
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Authors
Elizabeth McCormally, Tom Myers
Technical Contributors and Reviewers
Jim Carbone, Dianne Culver, Tony Maxey, Peter Prentice, Virgina Valenzuela,
Maria Viglionese, Karen Zawada
This book was published using:
Oracle Tutor
Table of Contents
Overview of Pricing ...............................................................................................................1-1

Overview of Pricing.............................................................................................................1-2
Agenda.................................................................................................................................1-3
Objectives ............................................................................................................................1-5
Pricing Footprint..................................................................................................................1-6
The Pricing Concept ............................................................................................................1-7
Review Question..................................................................................................................1-12
Agenda.................................................................................................................................1-16
The Pricing Concept: How Pricing Works ..........................................................................1-17
The Pricing Process .............................................................................................................1-18
Review Question..................................................................................................................1-21
Pricing Components.............................................................................................................1-23
Pricing Components: Pricing Engine...................................................................................1-24
Pricing Components: Qualifiers...........................................................................................1-27
Pricing Components: Flexible Attribute Mapping...............................................................1-29
Pricing Components: Price Lists..........................................................................................1-30
Review Question..................................................................................................................1-32
Pricing Components: Modifiers...........................................................................................1-34
Pricing Components: Formulas............................................................................................1-44
Review Question..................................................................................................................1-46
Agenda.................................................................................................................................1-48
Using Pricing: Setup ............................................................................................................1-49
Using Pricing: Flexible Attribute Mapping Processes .........................................................1-52
Using Pricing: Qualifier Processes ......................................................................................1-53
Using Pricing: Modifier Processes.......................................................................................1-54
Review Question..................................................................................................................1-57
Using Pricing: Formula Processes .......................................................................................1-59
Using Pricing: Price List Processes .....................................................................................1-60
Using Pricing: Agreement Processes ...................................................................................1-62
Using Pricing: Reports.........................................................................................................1-63
Review Question..................................................................................................................1-64
Agenda.................................................................................................................................1-66
Basic and Advanced Pricing ................................................................................................1-67
Pricing APIs and Interfaces .................................................................................................1-72
Review Question..................................................................................................................1-73
Summary..............................................................................................................................1-75
Instructor Guide ...................................................................................................................1-76
Instructor Guide: Notes........................................................................................................1-81
Instructor Guide: Setup........................................................................................................1-82
Manage Pricing, Part 1..........................................................................................................2-1
Manage Pricing, Part 1 ........................................................................................................2-2
Agenda.................................................................................................................................2-3
Using Oracle Applications Help ..........................................................................................2-4
Using Oracle Applications Help Within a Window.............................................................2-5
Agenda.................................................................................................................................2-6
Objectives ............................................................................................................................2-7
Pricing Footprint..................................................................................................................2-8
The Pricing Concept ............................................................................................................2-10
The Pricing Concept: How Pricing Works ..........................................................................2-15
Review Question..................................................................................................................2-16
R11i Order Management Suite of Products: Pricing Process Table of Contents

i
Review Question..................................................................................................................2-23
Agenda.................................................................................................................................2-25
Pricing Engine .....................................................................................................................2-26
Pricing Business Scenario....................................................................................................2-29
Pricing Business Scenario: Search Engine...........................................................................2-30
Pricing Business Scenario: Calculation Engine ...................................................................2-31
Review Question..................................................................................................................2-32
Agenda.................................................................................................................................2-34
Flexible Attribute Mapping: Overview................................................................................2-35
Flexible Attribute Mapping .................................................................................................2-37
Agenda.................................................................................................................................2-38
Qualifiers: Overview............................................................................................................2-39
Qualifiers: Qualifier Examples ............................................................................................2-40
Qualifiers .............................................................................................................................2-42
Qualifiers: Qualifier Groups ................................................................................................2-43
Qualifiers: Qualifier Group Example...................................................................................2-44
Qualifiers: Qualifier Contexts..............................................................................................2-45
Qualifiers: Qualifier Context Example ................................................................................2-46
Qualifiers: Sourcing.............................................................................................................2-48
Qualifiers: Qualifier Contexts..............................................................................................2-49
Qualifiers: Predefined Qualifier Information.......................................................................2-50
Qualifier Processes ..............................................................................................................2-51
Qualifier Processes: Adding Qualifier Groups ....................................................................2-52
Qualifier Processes: Querying Qualifier Groups .................................................................2-53
Qualifier Processes: Modifying Qualifier Groups and Qualifiers........................................2-54
Review Question..................................................................................................................2-55
Agenda.................................................................................................................................2-57
Summary..............................................................................................................................2-58
Agenda.................................................................................................................................3-3
Agenda.................................................................................................................................3-6
Price Lists: Overview...........................................................................................................3-7
Price Lists ............................................................................................................................3-11
Price Lists: Currency ...........................................................................................................3-12
Price Lists: Rounding Factor ...............................................................................................3-13
Price Lists: Secondary Price Lists........................................................................................3-14
Price Lists: Price Types .......................................................................................................3-15
Price Lists: Maintenance......................................................................................................3-16
Price Lists: Copying ............................................................................................................3-17
Price Lists: Adding Inventory Items ....................................................................................3-18
Price Lists: Manual Changes ...............................................................................................3-20
Price Lists: Adjust Price Lists..............................................................................................3-21
GSA (USA General Services Administration) Price Lists...................................................3-23
Basic and Advanced Pricing: Price Lists .............................................................................3-25
Review Question..................................................................................................................3-26
Price List Processes .............................................................................................................3-28
Price List Processes: Creating Price Lists...........................................................................3-29
Price List Processes: Defining Pricing Attributes...............................................................3-30
Price List Processes: Defining Price Breaks .......................................................................3-31
Price List Processes: Attaching Secondary Price Lists ........................................................3-32

ii
Price List Processes: Defining Qualifiers ...........................................................................3-33
Price List Processes: Deleting Price List Information .........................................................3-34
Price List Processes: Copying Price Lists...........................................................................3-35
Price List Processes: Adjusting Price Lists..........................................................................3-36
Price List Processes: Adding Items to Price Lists...............................................................3-37
Price List Processes: Creating GSA Price Lists..................................................................3-38
Price List Processes: Creating GSA List Qualifiers............................................................3-39
Review Question..................................................................................................................3-40
Agenda.................................................................................................................................3-42
Formulas: Overview ............................................................................................................3-43
Formulas: Component Types...............................................................................................3-44
Formulas: Numeric Constant Component Type ..................................................................3-45
Formulas: Function Component Type .................................................................................3-46
Formulas: List Price Component Type ................................................................................3-47
Formulas: Price List Line Component Type........................................................................3-48
Formulas: Pricing Attribute Component Type.....................................................................3-49
Formulas: Factor List Component Type ..............................................................................3-51
Formulas: Linking ...............................................................................................................3-53
Formulas: Static and Dynamic.............................................................................................3-54
Basic and Advanced Pricing: Formulas ...............................................................................3-55
Formula Processes ...............................................................................................................3-56
Formula Processes: Creating a Pricing Formula..................................................................3-57
Formula Processes: Defining Factor List Details ................................................................3-58
Formula Processes: Updating Formula Prices .....................................................................3-59
Review Question..................................................................................................................3-60
Agenda.................................................................................................................................3-62
Summary..............................................................................................................................3-63
Agenda.................................................................................................................................4-3
Agenda.................................................................................................................................4-6
Modifiers .............................................................................................................................4-8
Modifiers: Overview............................................................................................................4-9
Modifiers: Concepts............................................................................................................4-13
Modifiers: Concepts.............................................................................................................4-17
Modifiers: List Types ..........................................................................................................4-18
Modifiers: Line Types .........................................................................................................4-19
Modifiers: List Type/Line Type Relationships....................................................................4-22
Review Question..................................................................................................................4-23
Modifiers: Control Features.................................................................................................4-25
Modifiers: Events and Phases ..............................................................................................4-26
Modifiers: Event/Phase Mapping ........................................................................................4-27
Modifiers: Incompatibility Processing.................................................................................4-29
Modifiers: Incompatibility Processing Scenario..................................................................4-33
Modifiers: Incompatibility Processing.................................................................................4-34
Modifiers: Buckets...............................................................................................................4-37
Modifiers: Bucket Scenario .................................................................................................4-38
Modifiers: Buckets...............................................................................................................4-39
Modifiers: Bucket Scenario .................................................................................................4-41
Modifiers: Buckets Scenario................................................................................................4-42
Modifiers: Accruals .............................................................................................................4-44
Modifiers: Accruals Scenario ..............................................................................................4-47
Review Question..................................................................................................................4-48

iii
Basic and Advanced Pricing: Modifiers ..............................................................................4-50
Modifier Processes...............................................................................................................4-52
Modifier Processes: Creating Modifier Lists .......................................................................4-54
Modifier Processes: Creating List Level Qualifiers.............................................................4-55
Modifier Processes: Entering Basic Modifier Line Information..........................................4-56
Modifier Processes: Entering Discount and Charge Information ........................................4-57
Modifier Processes: Entering Freight Charge Information ..................................................4-58
Modifier Processes: Entering Item Upgrade Information ....................................................4-59
Modifier Processes: Entering Terms Substitution Information............................................4-60
Modifier Processes: Entering Coupon Issue Information ....................................................4-61
Modifier Processes: Entering Other Item Discount and Promotions Information ...............4-62
Modifier Processes: Entering Price Break Information .......................................................4-63
Modifier Processes: Creating Line Level Qualifiers............................................................4-64
Modifier Processes: Attaching Pricing Attributes................................................................4-65
Modifier Processes: Excluding Items ..................................................................................4-66
Modifier Processes: Changing Modifier Incompatibility.....................................................4-67
Modifier Processes: Redeeming Accruals ...........................................................................4-68
Review Question..................................................................................................................4-69
Agenda.................................................................................................................................4-71
Summary..............................................................................................................................4-72
Agenda.................................................................................................................................5-3
Agenda.................................................................................................................................5-6
Agreements: Overview ........................................................................................................5-7
Agreement Processes ...........................................................................................................5-10
Agreement Processes: Creating Pricing Agreements...........................................................5-11
Agreement Processes: Defining Pricing Attributes..............................................................5-12
Agreement Processes: Defining Price Breaks......................................................................5-13
Review Question..................................................................................................................5-14
Agenda.................................................................................................................................5-16
Reports.................................................................................................................................5-17
Reports: Price List Detail Report.........................................................................................5-18
Reports: Pricing Formulas Report .......................................................................................5-20
Reports: Qualifier Grouping Report ....................................................................................5-21
Order Management Reports.................................................................................................5-22
Review Question..................................................................................................................5-23
Agenda.................................................................................................................................5-25
Final Price............................................................................................................................5-27
Pricing APIs and Interfaces .................................................................................................5-34
Pricing APIs.........................................................................................................................5-35
Review Question..................................................................................................................5-36
Agenda.................................................................................................................................5-38
Summary..............................................................................................................................5-39
Setup & Implementation Issues for Pricing ........................................................................6-1
Setup & Implementation Issues for Pricing .........................................................................6-2
Objectives ............................................................................................................................6-3
Agenda Overview ................................................................................................................6-4
Agenda.................................................................................................................................6-5
Resources.............................................................................................................................6-8

iv
Agenda.................................................................................................................................6-10
Order Management Suite .....................................................................................................6-11
Review Question..................................................................................................................6-15
Review Question Answer ....................................................................................................6-16
How Pricing Works .............................................................................................................6-17
Review Question..................................................................................................................6-18
Order Management Suite Integration Points........................................................................6-20
Agenda.................................................................................................................................6-22
Installation Process ..............................................................................................................6-23
Pricing Installation...............................................................................................................6-24
Installation Components ......................................................................................................6-25
Review Question..................................................................................................................6-26
Agenda.................................................................................................................................6-28
Setup Processes....................................................................................................................6-29
System Administration ........................................................................................................6-32
System Administration: Setup Process ...............................................................................6-33
Qualifiers Overview.............................................................................................................6-34
Qualifiers .............................................................................................................................6-36
Qualifier Examples ..............................................................................................................6-37
Qualifier Groups ..................................................................................................................6-38
Qualifier Group Example.....................................................................................................6-39
Qualifier Contexts................................................................................................................6-40
Qualifier Context Example ..................................................................................................6-41
Qualifier Sourcing ...............................................................................................................6-43
Review Question..................................................................................................................6-44
Predefined Qualifier Information.........................................................................................6-46
Qualifiers: Setup Processes.................................................................................................6-47
Qualifiers: Setup Process ....................................................................................................6-48
Pricing Contexts and Attributes ...........................................................................................6-52
Pricing Contexts and Attributes: Setup Processes ..............................................................6-53
Pricing Contexts and Attributes: Setup Process..................................................................6-54
Flexible Attribute Mapping Overview.................................................................................6-58
Flexible Attribute Mapping .................................................................................................6-61
Flexible Attribute Mapping Features ...................................................................................6-62
Flexible Attribute Mapping Concepts..................................................................................6-63
Review Question..................................................................................................................6-66
Flexible Attribute Mapping: Setup Processes.....................................................................6-68
Flexible Attribute Mapping: Setup Process .........................................................................6-69
Units of Measure..................................................................................................................6-72
Units of Measure: Setup Processes ......................................................................................6-73
Item Categories....................................................................................................................6-74
Item Categories: Setup Process............................................................................................6-75
Inventory Organization: Order Management Setup.............................................................6-76
Inventory Organization: Pricing Setup ................................................................................6-77
Inventory Organization: Setup Process...............................................................................6-78
Items ....................................................................................................................................6-80
Items: Setup Process ...........................................................................................................6-81
Item Relationships ...............................................................................................................6-82
Item Relationships: Setup Process .......................................................................................6-83
Review Question..................................................................................................................6-84

v
Pricing Lookups...................................................................................................................6-86
Pricing Lookups: Setup Processes ......................................................................................6-87
Pricing Lookups: Setup Process ..........................................................................................6-88
Order Management Lookups ...............................................................................................6-90
Order Management Lookups: Setup Processes...................................................................6-91
Order Management Lookups: Setup Process .......................................................................6-92
Shipping Lookups................................................................................................................6-94
Shipping Lookups: Setup Processes ...................................................................................6-95
Shipping Lookups: Setup Process........................................................................................6-96
Customers ............................................................................................................................6-98
Order Types .........................................................................................................................6-99
Order Types: Setup Process.................................................................................................6-100
Line Types ...........................................................................................................................6-101
Line Types: Setup Process...................................................................................................6-102
Freight Terms.......................................................................................................................6-103
Freight Terms: Setup Process ..............................................................................................6-104
Freight Cost Type ................................................................................................................6-105
Freight Cost Type: Setup Process........................................................................................6-107
Payment Terms ....................................................................................................................6-108
Payment Terms: Setup Process............................................................................................6-109
Currency ..............................................................................................................................6-110
Currency: Setup Process ......................................................................................................6-111
System Sourcing ..................................................................................................................6-112
System Sourcing Examples .................................................................................................6-113
System Sourcing: Setup Process..........................................................................................6-114
Review Question..................................................................................................................6-115
Event Phasing Control Features...........................................................................................6-117
Events and Phases................................................................................................................6-118
Event/Phase Mapping ..........................................................................................................6-119
Event Phasing: Setup Processes..........................................................................................6-121
Event Phasing: Setup Process ..............................................................................................6-122
Profile Options.....................................................................................................................6-124
Profile Options: Setup Process ............................................................................................6-125
Review Question..................................................................................................................6-126
Agenda.................................................................................................................................6-128
Upgrade Functionality .........................................................................................................6-129
Implementation Planning.....................................................................................................6-130
Implementation Planning: List Price ...................................................................................6-132
Implementation Planning: Modifier Types ..........................................................................6-133
Implementation Planning: Buckets ......................................................................................6-134
Implementation Planning: Events and Phases .....................................................................6-135
Implementation Planning: Incompatibility Groups and Exclusivity....................................6-136
Implementation Planning: Modifier Levels .........................................................................6-137
Implementation Planning: Flags ..........................................................................................6-138
Implementation Planning: Other Setups ..............................................................................6-139
Implementation Planning: Precedence Steps .......................................................................6-140
Implementation Planning: Unit of Measure.........................................................................6-141
Implementation Planning: Qualifier Segments and Sourcing Rules ....................................6-142
Review Question..................................................................................................................6-143
Agenda.................................................................................................................................6-145
Summary..............................................................................................................................6-146

vi

vii
Preface
Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
• General pricing business knowledge
• Ability to navigate in the Oracle Applications
Prerequisites
• There are no prerequisites for this course.
How This Course Is Organized
R11i Order Management Suite of Products: Pricing Process is an instructor-led

course featuring lecture and hands-on exercises. Online demonstrations and
written practice sessions reinforce the concepts and skills introduced.

viii
Related Publications
Oracle Publications
Title Part Number
Oracle Pricing User’s Guide Release 11i
Additional Publications
• System release bulletins
• Installation and user’s guides
• read.me files
• Oracle Applications User’s Group (OAUG) articles
• Oracle Magazine

ix
Typographic Conventions
Typographic Conventions in Text
Convention Element Example

Bold italic Glossary term (if The algorithm inserts the new key.
there is a glossary)
Caps and Buttons, Click the Executable button.

lowercase check boxes, Select the Can’t Delete Card check box.
triggers, Assign a When-Validate-Item trigger to the
windows ORD block.
Open the Master Schedule window.
Courier new, Code output, Code output: debug.set (‘I”, 300);

case sensitive directory names, Directory: bin (DOS), $FMHOME (UNIX)
(default is filenames, Filename: Locate the init.ora file.
lowercase) passwords, Password: User tiger as your password.
pathnames, Pathname: Open c:\my_docs\projects
URLs, URL: Go to http://www.oracle.com
user input,
User input: Enter 300
usernames
Username: Log on as scott
Initial cap Graphics labels Customer address (but Oracle Payables)

(unless the term is a
proper noun)
Italic Emphasized words Do not save changes to the database.

and phrases, For further information, see Oracle7 Server
titles of books and SQL Language Reference Manual.
courses, Enter user_id@us.oracle.com,
variables where user_id is the name of the user.
Quotation Interface elements Select “Include a reusable module component”
marks with long names and click Finish.
that have only
initial caps; This subject is covered in Unit II, Lesson 3,
lesson and chapter “Working with Objects.”
titles in cross-
references
Uppercase SQL column Use the SELECT command to view

names, commands, information stored in the LAST_NAME
functions, schemas, column of the EMP table.
table names

Arrow Menu paths Select File—> Save.

x
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]
Typographic Conventions in Code

Caps and Oracle Forms When-Validate-Item
lowercase triggers
Lowercase Column names, SELECT last_name
table names FROM s_emp;
Passwords DROP USER scott

IDENTIFIED BY tiger;
PL/SQL objects OG_ACTIVATE_LAYER
(OG_GET_LAYER
(‘prod_pie_layer’))
Lowercase Syntax variables CREATE ROLE role

italic
Uppercase SQL commands and SELECT userid
functions FROM emp;
Typographic Conventions in Navigation Paths
This course uses simplified navigation paths, such as the following example, to
direct you through 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 > Entry > Invoice Batches
Summary.
2. (M) From the menu, select Query > Find.
3. (B) Click the Approve button.
Notations :
(N) = Navigator
(M) = Menu
(T) = Tab

xi
(I) = Icon
(H) = Hyperlink
(B) = Button
Typographical Conventions in 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.
Getting Help
Oracle Applications provides you with a complete online help facility.
Whenever you need assistance, simply choose an item from the Help menu to
pinpoint the type of information you want.
To display help for a current window:
1. Choose Window Help from the Help menu, click the Help button on the
toolbar, or hold down the Control key and type 'h'.
A web browser window appears, containing search and navigation frames on

the left, and a frame that displays help documents on the right.
The document frame provides information on the window containing the

cursor. The navigation frame displays the top-level topics for your
responsibility, arranged in a tree control.
2. If the document frame contains a list of topics associated with the window,
click on a topic of interest to display more detailed information.

xii
3. You can navigate to other topics of interest in the help system, or choose
Close from your web browser's File menu to close help.
Searching for Help
You can perform a search to find the Oracle Applications help information you
want. Simply enter your query in the text field located in the top-left frame of the
browser window when viewing help, then click the adjacent Find button.
A list of titles, ranked by relevance and linked to the documents in question, is

returned from your search in the right-hand document frame. Click on whichever
title seems to best answer your needs to display the complete document in this
frame. If the document doesn't fully answer your questions, use your browser's
Back button to return to the list of titles and try another.

xiii
Overview of Pricing
Chapter 1
Overview of Pricing
Chapter 1 - Page 1
Overview of Pricing
Overview
Overview of
of Pricing
Pricing
Oracle
Oracle Order
Order Management
Management Release
Release 11i
11i
Copyright  Oracle Corporation, 2000. All rights reserved.
Overview of Pricing
Chapter 1 - Page 2
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing features
features
•• Using
Using pricing
pricing
•• Conclusion
Conclusion
1-2
1-2 Copyright  Oracle Corporation, 2000. All rights reserved.
Overview of Pricing
Chapter 1 - Page 3
Agenda
Agenda
Agenda
•• Introduction
Introduction
–– Objectives
Objectives
–– Relationship
Relationship to
to other
other Oracle
Oracle Applications
Applications
–– The
The pricing
pricing concept
concept
•• Pricing
Pricing features
features
•• Using
Using pricing
pricing
•• Conclusion
Conclusion
1-3
Overview of Pricing
Chapter 1 - Page 4
Objectives
Objectives
Objectives
After
After this
this module
module you
you should
should be
be able
able to:
to:
•• Explain
Explain the
the pricing
pricing features
features and
and functions
functions of
of
Oracle Applications release 11i.1
Oracle Applications release 11i.1
•• Describe
Describe how
how to
to use
use pricing
pricing in
in Oracle
Oracle Applications
Applications
release
release 11i.1
11i.1
1-4
Overview of Pricing
Chapter 1 - Page 5
Pricing Footprint
Pricing
Pricing Footprint
Footprint
Oracle Oracle Order Management Oracle

Marketing Trade
Management
Oracle
Sales Oracle
Online Contracts
Oracle
Oracle
Service for iStore
Commu- Oracle Pricing
nication Oracle
Sales for
Oracle Commu-
Service
nication
Core
Oracle
Oracle Financial
Oracle Order Capture
TeleSales Services
®
1-5
Overview of Pricing
Chapter 1 - Page 6
The Pricing Concept
The
The Pricing
Pricing Concept
Concept
The
The pricing
pricing engine
engine determines
determines selling
selling prices
prices for
for
products
products and
and services.
services. It
It provides
provides answers
answers to
to the
the
following questions:
•• Who
Who qualifies
qualifies for
for prices
prices and
and benefits?
benefits?
•• What
What is
is the
the item
item or
or service?
service?
•• How
How dodo II adjust
adjust the
the order
order price
price or
or the
the order
order
line
line price?
price?
1-6
Overview of Pricing
Chapter 1 - Page 7
The Pricing Concept
The
The Pricing
Pricing Concept
Concept
•• Customer
Customer Class
Class == VIP
VIP
•• Order
Order Type
Type == Special
Special
Who qualifies?
Pricing qualifiers control who is eligible

for certain prices and benefits.
1-7
Overview of Pricing
Chapter 1 - Page 8
The Pricing Concept
The
The Pricing
Pricing Concept
Concept
All
All plastic
plastic items
items of
of Grade-B
Grade-B quality
quality
What is the item or service?
The product hierarchy and pricing attributes

control what is being priced or modified
on a price list or modifier list.
1-8
Overview of Pricing
Chapter 1 - Page 9
The Pricing Concept
The
The Pricing
Pricing Concept
Concept
•• Discount
Discount of
of 2%
2%
•• Buy
Buy one
one get
get one
one free
free
•• Get
Get 480
480 ml
ml shampoo
shampoo forfor the
the same
same price
price as as
360
360 ml
ml shampoo
shampoo
•• Get
Get aa coupon
coupon for
for 100
100 currency
currency units
units ifif you
you buy
buy
over
over 1000
1000 currency
currency units
units
How should I adjust the price?
Pricing modifiers control

adjustments to the base price.
®
1-9
Overview of Pricing
Chapter 1 - Page 10
The Pricing Concept
The
The Pricing
Pricing Concept
Concept
Who qualifies? Qualifiers
Product Hierarchy
What is the item or service?
Pricing Attributes
How should I adjust the price? Modifiers
1-10
Overview of Pricing
Chapter 1 - Page 11
Review Question
Review
Review Question
Question
Which
Which Oracle
Oracle Applications
Applications suites
suites use
use pricing?
pricing?
1.
1. Customer
Customer Relationship
Relationship Management
Management andand
Self-service Applications
2.
2. Order
Order Management
Management and
and Customer
Customer
Relationship
Management
3.
3. Advanced
Advanced Planning
Planning and
and Scheduling
Scheduling
and
and Purchasing
Purchasing
1-11
Overview of Pricing
Chapter 1 - Page 12
Review Question
Review
Review Question
Question
Which
Which Oracle
Oracle Applications
Applications suites
suites use
use pricing?
pricing?
1.
1. Customer
Management andand
2.
2. Order
Order Management
Management and
and Customer
Customer
Relationship
Management
3.
3. Advanced
Advanced Planning
Planning and
and Scheduling
Scheduling
and
and Purchasing
Purchasing
1-12
Overview of Pricing
Chapter 1 - Page 13
Review Question
Review
Review Question
Question
What
What component
component isis not
not part
part of
of the
the pricing
pricing concept?
concept?
1.
1. Sourcing
Sourcing rules
rules
2.
2. Pricing
Pricing attributes
attributes
3.
3. Product
Product hierarchy
hierarchy
4.
4. Modifiers
Modifiers
5.
5. Qualifiers
Qualifiers
1-13
Overview of Pricing
Chapter 1 - Page 14
Review Question
Review
Review Question
Question
What
What component
component isis not
not part
part of
of the
the pricing
pricing concept?
concept?
1.
1. Sourcing
Sourcing rules
rules
2.
2. Pricing
Pricing attributes
attributes
3.
3. Product
Product hierarchy
hierarchy
4.
4. Modifiers
Modifiers
5.
5. Qualifiers
Qualifiers
1-14
Overview of Pricing
Chapter 1 - Page 15
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing features
features
–– The
The pricing
pricing process
process
–– Pricing
Pricing components
components
•• Using
Using pricing
pricing
•• Conclusion
Conclusion
1-15
Overview of Pricing
Chapter 1 - Page 16
The Pricing Concept: How Pricing Works
The
The Pricing
Pricing Concept:
Concept:
How
How Pricing
Pricing Works
Works
All
INPUT OUTPUT
Qualifiers Price Lists

Final Price
Eligibility Formulas
Agreements
Attributes Base Price
What Modifiers
Agreements
Adjustments
One Item
One Customer
PRICING ENGINE
®
1-16
Overview of Pricing
Chapter 1 - Page 17
The Pricing Process
The
The Pricing
Pricing Process
Process
Calling Application
Order Management, iStore, Order Capture, TeleSales, and more...
Customer & Product Data
Pricing Engine
Pricing Rules Select
All Customers, all Items Pricing Pricing
Business Results
l
ve
A
Objects
Le
ny
Base price
y
Le
An
ve
l Discounts
Price lists
s
Qua
l ifie i bute Promotions
Who rs Attr t Formulas Terms
ha
One W m Coupons
Cus Ite Modifiers
tom n e
er O Selling price
®
1-17
Overview of Pricing
Chapter 1 - Page 18
The Pricing Process
The
The Pricing
Pricing Process
Process
Pricing
OM or CRM Application
Request
Line 1: Item=Shampoo, Customer=Cust1
Line 2: Item= Conditioner, Customer=Cust 1
Pricing Engine
Pricing Setup
Build qualifier hierarchy Qualifiers
Build product hierarchy Products
Derive attribute values Attributes
Pricing
Line 1: Product hierarchy & qualifier hierarchy
Request
Line 2: Product hierarchy & qualifier hierarchy Structure
®
1-18
Overview of Pricing
Chapter 1 - Page 19
The Pricing Process
The
The Pricing
Pricing Process
Process
Pricing Line 1: Product hierarchy & Qualifier hierarchy
Request
Structure Line 2: Product hierarchy & Qualifier hierarchy
Pricing Engine
Select eligible price lists
Pricing Setup
Determine list price
Select eligible modifiers Price Lists
Calculate selling price Modifiers
Formulas
Line 1: List price & adjustments Pricing Return to

Line 2: List price and adjustments Calling Application
®
1-19
Overview of Pricing
Chapter 1 - Page 20
Review Question
Review
Review Question
Question
What
What term
term describes
describes the
the information
information that
that the
the calling
calling
application
application sends
sends when
when itit needs
needs aa price
price for
for aa good
good
or service?
or service?
1.
1. Pricing
Pricing engine
engine
2.
2. Pricing
Pricing attributes
attributes
3.
3. Product
Product hierarchy
hierarchy
4.
4. Pricing
Pricing request
request
1-20
Overview of Pricing
Chapter 1 - Page 21
Review Question
Review
Review Question
Question
What
What term
term describes
describes the
the information
information that
that the
the calling
calling
application
application sends
sends when
when itit needs
needs aa price
price for
for aa good
good
or service?
or service?
1.
1. Pricing
Pricing engine
engine
2.
2. Pricing
Pricing attributes
attributes
3.
3. Product
Product hierarchy
hierarchy
4.
4. Pricing
Pricing request
request
1-21
Overview of Pricing
Chapter 1 - Page 22
Pricing Components
Pricing
Pricing Components
Components
•• Pricing
Pricing engine
engine
•• Qualifiers
Qualifiers
•• Flexible
Flexible attribute
attribute mapping
mapping
•• Price
Price lists
lists
•• Modifiers
Modifiers
•• Formulas
Formulas
1-22
Overview of Pricing
Chapter 1 - Page 23
Pricing Components: Pricing Engine
Pricing
Pricing Components:
Components:
Pricing
Pricing Engine
Engine
Calling Application (OM, CRM)
Pricing Request
Pricing Engine
Search Engine
Phase
Calculation Engine
1-23
Overview of Pricing
Chapter 1 - Page 24
Pricing
Pricing Components:
Components:
Pricing
Pricing Engine
Engine
Search Engine
Select Eligible Lists
Phase Qualifiers Effectivity
Source Currency Pricing
Systems Attributes
Resolve Incompatibility PHASE

Incompatibility Groups Best Price
Precedence Exclusivity
Process Benefits
Other Item Coupon Issue Item Substitution
Discounts Formula Terms Substitution
1-24
Overview of Pricing
Chapter 1 - Page 25
Pricing
Pricing Components:
Components:
Pricing
Pricing Engine
Engine
Calculation Engine
Calculate Base Price

Price List Formula Price Breaks
REQUEST LINE
Calculate Adjusted Price

Buckets
Discounts Surcharges Price Breaks
1-25
Overview of Pricing
Chapter 1 - Page 26
Pricing Components: Qualifiers
Pricing
Pricing Components:
Components:
Qualifiers
Qualifiers
•• Who
Who can
can receive
receive benefits
benefits (discounts
(discounts
and
and surcharges):
surcharges):
–– Specific
Specific customers
customers
–– Customer
Customer groups
groups
–– Order
Order types
types
–– Order
Order amount
amount
•• Associate
Associate qualifiers
qualifiers with
with modifiers
modifiers
•• Qualifier
Qualifier sources:
sources:
–– User-defined
User-defined
–– Mapped
Mapped from
from outside
outside sources
sources
®
1-26
Overview of Pricing
Chapter 1 - Page 27
Pricing Components: Qualifiers
Pricing
Pricing Components:
Components:
Qualifiers
Qualifiers
Collecting
Collecting qualifiers
qualifiers into
into groups
groups allows
allows you
you to:
to:
•• Associate
qualifiers of
of aa common
common type
type or
or for
for aa
common benefit
common benefit
–– Easier
Easier to
to search
search for
for qualifiers
qualifiers
–– Easier
Easier to
to assign
assign groups
groups toto modifiers
modifiers
•• Create
Create AND
AND and
and OR
OR Boolean
Boolean conditions
conditions
among qualifiers
among qualifiers
1-27
Overview of Pricing
Chapter 1 - Page 28
Pricing Components: Flexible Attribute Mapping
Pricing
Pricing Components:
Components:
Flexible
Flexible Attribute
Attribute Mapping
Mapping
•• Control
Control what
what the
the pricing
pricing engine:
engine:
–– Prices
Prices
–– Modifies
Modifies
•• Ability
Ability to
to map
map to:
to:
–– Customers
Customers
–– Items
Items
–– Orders
Orders
•• Flexible
Flexible attribute
attribute mapping
mapping sources:
sources:
–– User-defined
User-defined
–– Mapped
Mapped from
from outside
outside sources
sources
®
1-28
Overview of Pricing
Chapter 1 - Page 29
Pricing Components: Price Lists
Pricing
Pricing Components:
Components:
Price
Price Lists
Lists
•• Contain
Contain prices
prices and
and currencies
currencies for
for products
products
and
and services:
services:
–– Specific
Specific products
products and
and services
services
–– Product
Product groups
groups
•• The
The prices
prices can
can be:
be:
–– Absolute
Absolute values
values
–– Percentages
Percentages of
of other
other prices
prices
–– Formulas
Formulas
–– Both
Both positive
positive and
and negative
negative values
values
1-29
Overview of Pricing
Chapter 1 - Page 30
Pricing Components: Price Lists
Pricing
Pricing Components:
Components:
Price
Price Lists
Lists
•• Prices
Prices can
can apply
apply to:
to:
–– The
The entire
entire organization
organization
–– A
A single
single operating
operating unit
unit
1-30
Overview of Pricing
Chapter 1 - Page 31
Review Question
Review
Review Question
Question
Which
Which pricing
pricing component
component maps
maps information
information about
about
who
who can
can receive
receive benefits?
benefits?
1.
1. Qualifier
Qualifier
2.
2. Modifier
Modifier
3.
3. Flexible
Flexible attribute
attribute mapping
mapping
4.
4. Price
Price list
list
1-31
Overview of Pricing
Chapter 1 - Page 32
Review Question
Review
Review Question
Question
Which
Which pricing
pricing component
component maps
maps information
information about
about
who
who can
can receive
receive benefits?
benefits?
1.
1. Qualifier
Qualifier
2.
2. Modifier
Modifier
3.
3. Flexible
Flexible attribute
attribute mapping
mapping
4.
4. Price
Price list
list
1-32
Overview of Pricing
Chapter 1 - Page 33
Pricing Components: Modifiers
Pricing
Pricing Components:
Components:
Modifiers
Modifiers
Discount 10% off item A
10% surcharge for purchase

Surcharge
of under 100 units of item A
Freight/Special Charge 450 currency unit freight cost

on entire order
1-33
Overview of Pricing
Chapter 1 - Page 34
Pricing
Pricing Components:
Components:
Modifiers
Modifiers
For the price of 100 ml of item A

Item Upgrade
get 200 ml of item B
Purchase over 1000 currency

units on entire order, receive
Terms Substitution
30/60/90 terms instead of
NET 30 terms
Buy items A , B, and C;

Other Item Discount
get 20% off item A
1-34
Overview of Pricing
Chapter 1 - Page 35
Pricing
Pricing Components:
Components:
Modifiers
Modifiers
Promotional Goods Buy one item A and one item B;
get one item C at 20% off
Buy over 1000 currency units,

Coupon Issue receive a coupon for 100 currency
units off a future purchase
Price Break Point: Order 150 item A, receive

150 item A @ 75 currency
• 1-100 units item A, 100
units each
currency units each
• 101-500 units item A, 75 Range: Order 150 units item A,
currency units each receive 100 item A @ 100
• More than 500 units item currency units each and 50 item
A, 50 currency units each A @ 75 currency units each
®
1-35
Overview of Pricing
Chapter 1 - Page 36
Pricing
Pricing Components:
Components:
Modifiers
Modifiers
Modifier
Modifier control
control features:
features:
•• Events
Events
•• Phases
Phases
•• Incompatibility
Incompatibility processing
processing
•• Buckets
Buckets
1-36
Overview of Pricing
Chapter 1 - Page 37
Pricing
Pricing Components:
Components:
Modifiers
Modifiers
Order Flow
Events
Enter Order Line Book Order Reprice Order
Modifiers
Phase 0 Phase 1
Phase 2 Phase 3 Phase 4
1-37
Overview of Pricing
Chapter 1 - Page 38
Pricing
Pricing Components:
Components:
Modifiers
Modifiers
Pricing Event Pricing Phase

Mapping
Enter Order Line uses 0 List Line Base Price

1 List Line Adjustments
Book Order uses 2 All Lines Base Price

3 All Lines Adjustments
4 Header Level Adjustments
Reprice Order uses 2 All Lines Base Price

3 All Lines Adjustments
4 Header Level Adjustments
®
1-38
Overview of Pricing
Chapter 1 - Page 39
Pricing
Pricing Components:
Components:
Modifiers
Modifiers
Incompatibility Groups
200 currency unit

advertising allowance Level 4
100 currency
Level 3
units off-invoice
Phase 1
1% special discount Level 2
5% Discount (Precedence 10) Level 1

10% Promotion (Precedence 20)
1-39
Overview of Pricing
Chapter 1 - Page 40
Pricing
Pricing Components:
Components:
Modifiers
Modifiers
Exclusivity
200 currency unit

100 currency Exclusive

units off-invoice Level 3
15%
Phase 1
Negotiated
1% special discount Level 2 Discount

1-40
Overview of Pricing
Chapter 1 - Page 41
Pricing
Pricing Components:
Components:
Modifiers
Modifiers
Select
Incompatibility Groups Modifier
Free Printer - Level 2 Free Printer -

Promotion Promotion
Phase 1 5% Discount
Precedence 10)
Level 1 5% Discount
(Precedence 20)
Lowest
Precedence
1-41
Overview of Pricing
Chapter 1 - Page 42
Pricing
Pricing Components:
Components:
Modifiers
Modifiers
Buckets
Bucket 0
10.00
List Price = 10.00 currency units (c.u.)
c.u.
Bucket 1
• Amount Discount = 1.50 c.u. 7.50
• Percent Discount = 10% c.u.
Bucket 2
6.75
Percent Discount = 10%
c.u.
1-42
Overview of Pricing
Chapter 1 - Page 43
Pricing Components: Formulas
Pricing
Pricing Components:
Components:
Formulas
Formulas
•• The
The pricing
pricing engine
engine can
can use
use formulas
formulas to
to determine
determine
item
itemprices.
prices. Formulas
Formulas are
are algebraic
algebraic relationships
relationships
constructed
constructed ofof individual
individual terms.
terms.
•• Each term can be:
Each term can be:
–– A
A numeric
numeric constant
constant
–– A
A combination
combination ofof pricing
pricing attributes
attributes (for
(for
example,
example, thickness
thickness and
and height)
height) and
and factors
factors
(for
(for example,
example, 11 to
to 5,
5, 55 to
to 10,
10, and
and more
more than
than 10)
10)
–– The
The price
price of
of the
the item
item inin aa specific
specific price
price list
list
–– The
The price
price on
on aa specific
specific price
price list
list line
line
–– A
A customizable
customizable function
function
®
1-43
Overview of Pricing
Chapter 1 - Page 44
Pricing Components: Formulas
Pricing
Pricing Components:
Components:
Formulas
Formulas
Apply
Apply formulas:
formulas:
•• Statically:
Statically: Before
Before submitting
submitting pricing
pricing requests,
requests,
execute
execute a concurrent process to evaluate the
a concurrent process to evaluate the
formula
formula and
and calculate
calculate aa list
list price
price for
for the
the item
item on
on
the
the price
price list.
list.
•• Dynamically:
Dynamically: Each Each time
time the
the pricing
pricing engine
engine
receives
receives aa pricing
pricing request,
request, itit evaluates
evaluates the
the formula
formula
and
and calculates
calculates aa list
list price
price for
for the
the item.
item.
1-44
Overview of Pricing
Chapter 1 - Page 45
Review Question
Review
Review Question
Question
On
On aa price
price list,
list, you
you can
can enter
enter aa price
price for
for aa product
product or
or
service.
service. What
What other
other task
task can
can you
you perform
perform that
that results
results
in
in aa price
price on
on aa price
price list
list ?
?
1.
1. Link
Link a qualifier to a modifier
a qualifier to a modifier
2.
2. Enter
Enter aa static
static formula
formula
3.
3. Map
Map aa pricing
pricing event
event to
to aa pricing
pricing phase
phase
4.
4. Assign
Assign an
an item
itemupgrade
upgrade
1-45
Overview of Pricing
Chapter 1 - Page 46
Review Question
Review
Review Question
Question
On
On aa price
price list,
list, you
you can
can enter
enter aa price
price for
for aa product
product or
or
service.
service. What
What other
other task
task can
can you
you perform
perform that
that results
results
in
in aa price
price on
on aa price
price list
list ?
?
1.
1. Link
Link a qualifier to a modifier
a qualifier to a modifier
2.
2. Enter
Enter aa static
static formula
formula
3.
3. Map
Map aa pricing
pricing event
event to
to aa pricing
pricing phase
phase
4.
4. Assign
Assign an
an item
itemupgrade
upgrade
1-46
Overview of Pricing
Chapter 1 - Page 47
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing features
features
•• Using
Using pricing
pricing
–– Setup
Setup
–– Flexible
Flexible attribute
attribute mapping
mapping processes
processes
–– Qualifier processes
Qualifier processes
–– Modifier
Modifier processes
processes
–– Formula
Formula processes
processes
–– Price
Price list
list processes
processes
–– Agreement
Agreement processes
processes
–– Reports
Reports
•• Conclusion
Conclusion ®
1-47
Overview of Pricing
Chapter 1 - Page 48
Using Pricing: Setup
Using
Using Pricing:
Pricing:
Setup
Setup
Other
Other Oracle
Oracle Applications
Applications provide
provide pricing
pricing setup
setup
information:
information:
•• System
System administration
administration
•• Inventory
Inventory
–– Units
Units of
of measure
measure
–– Item
Item categories
categories
–– Inventory
Inventory organizations
organizations
–– Items
Items
–– Item
Item relationships
relationships
1-48
Overview of Pricing
Chapter 1 - Page 49
Using
Using Pricing:
Pricing:
Setup
Setup
•• Receivables
Receivables
–– Customers
Customers
–– Payment
Payment terms
terms
•• Order
Order Management
Management
–– Order
Order Management
Management lookups
lookups
–– Order types
Order types
–– Line
Line types
types
•• Shipping
Shipping Execution
Execution
–– Shipping
Shipping lookups
lookups
–– Freight
Freight terms
terms
–– Freight
Freight cost
cost types
types ®
1-49
Overview of Pricing
Chapter 1 - Page 50
Using
Using Pricing:
Pricing:
Setup
Setup
•• General
General Ledger:
Ledger: Currencies
Currencies
You
You can
can use
use the
the following
following seeded
seeded pricing
pricing information
information
and
and you
you can
can define
define your
your own
own additional
additional information:
information:
•• Qualifier
Qualifier contexts,
contexts, attributes,
attributes, and
and domains
domains
•• Pricing
Pricing contexts,
contexts, attributes,
attributes, and
and attribute
attribute values
values
•• Flexible
Flexible attribute
attribute maps
maps
•• System
System sources
sources
•• Event
Event phases
phases
•• Profile
Profile options
options
1-50
Overview of Pricing
Chapter 1 - Page 51
Using Pricing: Flexible Attribute Mapping Processes
Using
Using Pricing:
Pricing:
Flexible
Flexible Attribute
Attribute Mapping
Mapping Processes
Processes
•• Setting
Setting up
up qualifier
qualifier and
and pricing
pricing attributes
attributes
•• Entering
Entering and
and updating
updating conditions
conditions
•• Entering
Entering and
and updating
updating sourcing
sourcing rules
rules
1-51
Overview of Pricing
Chapter 1 - Page 52
Using Pricing: Qualifier Processes
Using
Using Pricing:
Pricing:
Qualifier
Qualifier Processes
Processes
•• Adding
Adding qualifier
qualifier groups
groups
•• Querying
Querying qualifier
qualifier groups
groups
•• Modifying
Modifying qualifier
qualifier groups
groups and
and qualifiers
qualifiers
•• Using
Using qualifiers
qualifiers with
with price
price lists
lists
•• Using
Using qualifiers
qualifiers with
with modifiers
modifiers
1-52
Overview of Pricing
Chapter 1 - Page 53
Using Pricing: Modifier Processes
Using
Using Pricing:
Pricing:
Modifier
Modifier Processes
Processes
•• Creating
Creating modifier
modifier lists
lists
•• Creating
Creating list-level
list-level qualifiers
qualifiers
•• Entering
Entering basic
basic modifier
modifier line
line information
information
•• Entering
Entering discount
discount and
and charge
charge information
information
•• Entering
Entering freight
freight charge
charge information
information
1-53
Overview of Pricing
Chapter 1 - Page 54
Using
Using Pricing:
Pricing:
Modifier
Modifier Processes
Processes
•• Entering
Entering item
item upgrade
upgrade information
information
•• Entering
Entering terms
terms substitution
substitution information
information
•• Entering
Entering coupon
coupon issue
issue information
information
•• Entering
Entering other
other item
item discount
discount and
and
promotions
promotions information
information
•• Entering
Entering price
price break
break information
information
1-54
Overview of Pricing
Chapter 1 - Page 55
Using
Using Pricing:
Pricing:
Modifier
Modifier Processes
Processes
•• Creating
Creating line-level
line-level qualifiers
qualifiers
•• Attaching
Attaching pricing
pricing attributes
attributes
•• Excluding
Excluding items
items
•• Changing
Changing modifier
modifier incompatibility
incompatibility
•• Redeeming
Redeeming accruals
accruals
1-55
Overview of Pricing
Chapter 1 - Page 56
Review Question
Review
Review Question
Question
Which
Which of
of the
the following
following process
process can
can you
you use
use to
to charge
charge
aa customer
customer extra
extra for
for aa small
small order?
order?
1.
1. Entering
Entering and
and updating
updating conditions
conditions
2.
2. Attaching
Attaching pricing
pricing attributes
attributes
3.
3. Entering
Entering discount
discount and
and charge
charge information
information
4.
4. Using
Using qualifiers
qualifiers with
with price
price lists
lists
1-56
Overview of Pricing
Chapter 1 - Page 57
Review Question
Review
Review Question
Question
Which
Which of
of the
the following
following process
process can
can you
you use
use to
to charge
charge
aa customer
customer extra
extra for
for aa small
small order?
order?
1.
1. Entering
Entering and
and updating
updating conditions
conditions
2.
2. Attaching
Attaching pricing
pricing attributes
attributes
3.
3. Entering
Entering discount
discount and
and charge
charge information
information
4.
4. Using
Using qualifiers
qualifiers with
with price
price lists
lists
1-57
Overview of Pricing
Chapter 1 - Page 58
Using Pricing: Formula Processes
Using
Using Pricing:
Pricing:
Formula
Formula Processes
Processes
•• Creating
Creating aa pricing
pricing formula
formula
•• Defining
Defining factor
factor list
list details
details
•• Updating
Updating formula
formula prices
prices
1-58
Overview of Pricing
Chapter 1 - Page 59
Using Pricing: Price List Processes
Using
Using Pricing:
Pricing:
Price
Price List
List Processes
Processes
•• Creating
Creating price
price lists
lists
•• Defining
Defining pricing
pricing attributes
attributes
•• Defining
Defining price
price breaks
breaks
•• Attaching
Attaching secondary
secondary price
price lists
lists
•• Defining
Defining qualifiers
qualifiers
•• Deleting
Deleting price
price list
list information
information
1-59
Overview of Pricing
Chapter 1 - Page 60
Using Pricing: Price List Processes
Using
Using Pricing:
Pricing:
Price
Price List
List Processes
Processes
•• Copying
Copying price
price lists
lists
•• Adjusting
Adjusting price
price lists
lists
•• Adding
Adding items
items to
to price
price lists
lists
•• Creating
Creating GSA
GSA (USA
(USAGeneral
General Services
Services
Administration)
Administration) price
price lists
lists
•• Creating
Creating GSA
GSA list
list qualifiers
qualifiers
1-60
Overview of Pricing
Chapter 1 - Page 61
Using Pricing: Agreement Processes
Using
Using Pricing:
Pricing:
Agreement
Agreement Processes
Processes
•• Creating
Creating pricing
pricing agreements
agreements
•• Defining
Defining pricing
pricing attributes
attributes
•• Defining
Defining price
price breaks
breaks
1-61
Overview of Pricing
Chapter 1 - Page 62
Using Pricing: Reports
Using
Using Pricing:
Pricing:
Reports
Reports
•• Price
Price List
List Detail
Detail Report
Report
•• Pricing
Pricing Formulas
Formulas Report
Report
•• Qualifier
Qualifier Grouping
Grouping Report
Report
1-62
Overview of Pricing
Chapter 1 - Page 63
Review Question
Review
Review Question
Question
In
In which
which of
of the
the following
following areas
areas can
can you
you not
not use
use
price
price breaks?
breaks?
1.
1. Formulas
Formulas
2.
2. Price
Price lists
lists
3.
3. Agreements
Agreements
1-63
Overview of Pricing
Chapter 1 - Page 64
Review Question
Review
Review Question
Question
In
In which
which of
of the
the following
following areas
areas can
can you
you not
not use
use
price
price breaks?
breaks?
1.
1. Formulas
Formulas
2.
2. Price
Price lists
lists
3.
3. Agreements
Agreements
1-64
Overview of Pricing
Chapter 1 - Page 65
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing features
features
•• Using
Using pricing
pricing
•• Conclusion
Conclusion
–– Basic
Basic and
and advanced
advanced pricing
pricing
–– APIs
APIs and
and interfaces
interfaces
–– Post-session
Post-session questions
questions and
and comments
comments
–– Summary
Summary
1-65
Overview of Pricing
Chapter 1 - Page 66
Basic and Advanced Pricing
Basic
Basic and
and Advanced
Advanced Pricing
Pricing
Price Lists Basic Advanced

Add
Add items
items X X
Copy
Copy price
price list
list X X
Adjust
Adjust price
price list
list X X
GSA
GSA price
price list
list X X
Qualifiers
Qualifiers Defaulted in OM Unlimited
Pricing
Pricing Attributes
Attributes 1 Context Unlimited
Secondary
Secondary price
price list
list 1 Unlimited
Formula
Formula Static Static/Dynamic
Line
Line level
level X X
1-66
Overview of Pricing
Chapter 1 - Page 67
Basic
Basic and
and Advanced
Advanced Pricing
Pricing
Agreements Basic Advanced

Define
Define customer
customer items
items X X
Separate setup form
Separate setup form X X
Same
Same time
time create
create pr
pr list
list X X
Version
Versionnumber
number -- header
header && line
line X X
Change
Change reason
reason code
code X X
Qualifiers
Qualifiers X
Attribute
Attribute Mapping
Mapping X
1-67
Overview of Pricing
Chapter 1 - Page 68
Basic
Basic and
and Advanced
Advanced Pricing
Pricing
Formulas Basic Advanced

Numeric
Numeric constant
constant X X
Product attributes
Product attributes Item Item/category
Pricing
Pricing attributes
attributes 1 Context Unlimited
Factors
Factors Multiple/1 Context Multiple/Unlimited
Price
Price list
list line
line X
Customizable
Customizable X
1-68
Overview of Pricing
Chapter 1 - Page 69
Basic
Basic and
and Advanced
Advanced Pricing
Pricing
Modifiers Basic Advanced

Discount
Discount X X
Surcharge
Surcharge X X
Price
Price breaks
breaks Point Point and Range
Freight/special
Freight/special charges
charges X X
Coupon
Coupon issue
issue X
Item upgrade
Item upgrade X
Other
Other item
item discount
discount X
Terms
Terms substitution
substitution X
Promotional
Promotional goods
goods X
Ask
Ask for
for X
Order
Order or
or ship
shipdate
date X
®
1-69
Overview of Pricing
Chapter 1 - Page 70
Basic
Basic and
and Advanced
Advanced Pricing
Pricing
Modifiers (continued) Basic Advanced

Price
Price list
list independent
independent X X
Order
Order & & line
line level
level X X
Group
Groupof of line
line level
level X
Qualifiers
Qualifiers Limited Unlimited
Attributes
Attributes Limited Unlimited
Formulas
Formulas X
Exclude
Exclude items
items X
Buckets
Buckets X
Phases
Phases X
Incompatibility
Incompatibility X
Accrual
Accrual X
®
1-70
Overview of Pricing
Chapter 1 - Page 71
Pricing APIs and Interfaces
Pricing
Pricing APIs
APIs and
and Interfaces
Interfaces
QP
OM
Key API
Interface
Other API
1-71
Overview of Pricing
Chapter 1 - Page 72
Review Question
Review
Review Question
Question
Which
Which pricing
pricing function
function is
is not
not available
available in
in
basic
basic pricing?
pricing?
1.
1. Price
Price lists
lists
2.
2. Formulas
Formulas
3.
3. Qualifier
Qualifier groups
groups
4.
4. Agreements
Agreements
1-72
Overview of Pricing
Chapter 1 - Page 73
Review Question
Review
Review Question
Question
Which
Which pricing
pricing function
function is
is not
not available
available in
in
basic
basic pricing?
pricing?
1.
1. Price
Price lists
lists
2.
2. Formulas
Formulas
3.
3. Qualifier
Qualifier groups
groups
4.
4. Agreements
Agreements
1-73
Overview of Pricing
Chapter 1 - Page 74
Summary
Summary
Summary
In
In this
this module,
module, you
you should
should have
have learned
learned how
how to:
to:
•• Explain
Explain the
the pricing
pricing features
features and
and functions
functions of
of
Oracle Applications release 11i.1.
•• Describe
Describe how
how toto use
use pricing
pricing in
in Oracle
Oracle Applications
Applications
release
release 11i.1.
11i.1.
1-74
Overview of Pricing
Chapter 1 - Page 75
Instructor Guide
Instructor
Instructor Guide
Guide
Objectives:
Objectives: The
The participant
participant should
should be
be able
able to:
to:
•• Explain
Explain the
the pricing
pricing features
features and
and functions
functions ofof
•• Describe
Describe how
how to
to use
use pricing
pricing in
in Oracle
Oracle Applications
Applications
release
release 11i.1.
11i.1.
Methodology:
Methodology: Net
Net class,
class, on
on demand.
demand.
Design/theme
Design/theme concept:
concept: The
The module
module gives
gives an
an
overview
overview of the pricing features and functions
of the pricing features and functions of
of
Oracle
Oracle Applications
Applications release
release 11i.1.
11i.1.
1-75
Overview of Pricing
Chapter 1 - Page 76
Instructor Guide
Instructor
Instructor Guide
Guide
Issues:
Issues: None
None
Timing:
Timing: 22 hours
hours
Sequence:
Sequence:
•• Introduction:
Introduction:
–– Objectives
Objectives
–– Pricing
Pricing footprint
footprint
–– The
The pricing concept
pricing concept
1-76
Overview of Pricing
Chapter 1 - Page 77
Instructor Guide
Instructor
Instructor Guide
Guide
Sequence
Sequence (continued):
(continued):
•• Pricing
Pricing features:
features:
–– The
The pricing
pricing process
process
–– Pricing
Pricing components:
components:
–– Pricing
Pricing engine
engine
–– Qualifiers
Qualifiers
–– Flexible
Flexible attribute
attribute mapping
mapping
–– Price
Price Lists
Lists
–– Modifiers
Modifiers
–– Formulas
Formulas
®
1-77
Overview of Pricing
Chapter 1 - Page 78
Instructor Guide
Instructor
Instructor Guide
Guide
Sequence
(continued):
•• Using
Using pricing:
pricing:
–– Setup
Setup
–– Flexible
Flexible attribute
attribute mapping
mapping
–– Qualifiers
Qualifiers
–– Modifiers
Modifiers
–– Formulas
Formulas
–– Price
Price Lists
Lists
–– Agreements
Agreements
–– Reports
Reports
®
1-78
Overview of Pricing
Chapter 1 - Page 79
Instructor Guide
Instructor
Instructor Guide
Guide
Sequence
(continued):
•• Conclusion
Conclusion
–– Basic
Basic and
and advanced
advanced pricing
pricing
–– APIs
APIs and
and interfaces
interfaces
–– Post-session
Post-session questions
questions and
and comments
comments
–– Summary
Summary
1-79
Overview of Pricing
Chapter 1 - Page 80
Instructor Guide: Notes
Instructor
Instructor Guide:
Guide:
Notes
Notes
There
There are
are no
no notes.
notes.
1-80
Overview of Pricing
Chapter 1 - Page 81
Instructor Guide: Setup
Instructor
Instructor Guide:
Guide:
Setup
Setup
There
There are
are no
no special
special setup
setup requirements.
requirements.
1-81
Overview of Pricing
Chapter 1 - Page 82
Manage Pricing, Part 1
Chapter 2

Chapter 2 - Page 1
Manage
Manage Pricing,
Pricing, Part
Part 1
1
Oracle
Oracle Applications
Applications Release
Release 11i
11i

Chapter 2 - Page 2
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing engine
engine
•• Flexible
Flexible attribute
attribute mapping
mapping
•• Qualifiers
Qualifiers
•• Price
Price lists
lists
•• Formulas
Formulas
•• Modifiers
Modifiers
•• Agreements
Agreements
•• Reports
Reports
•• Conclusion
Conclusion
®
1-2

Chapter 2 - Page 3
Using Oracle Applications Help
Using
Using Oracle Applications
Applications Help
Help
1.
1. Navigate
Navigate to to the
the Oracle
Oracle Applications
Applications Navigator.
Navigator.
2.
2. Select
Select Help—>Window
Help—>Window Help Help from
from the
the menu
menu bar.
bar.
The
The Oracle
Oracle Applications
Applications Help
Help window
window is is displayed.
displayed.
3.
3. Enter
Enter your
your search
search criteria,
criteria, enclosed
enclosed within
within
quotation
quotation marks, in the Help field
marks, in the Help field and
and click
click Find.
Find.
Oracle
Oracle Applications Help displays a list of
Applications Help displays a list of topics
topics
that
that meet
meet your
your search
search criteria.
criteria.
4.
4. Click
Click aa topic
topic to
to view
view detailed
detailed information.
information.
Note:
Note: Click
Click Search
Search Instructions
Instructions for
for help
help with
with
searching
searching Oracle
Oracle Applications
Applications Help.
Help.
1-3

Chapter 2 - Page 4
Using Oracle Applications Help Within a Window
Using
Using Oracle
Oracle Applications
Applications Help
Help Within
Within aa
Window
Window
1.
1. Open
Open aa window
windowin in the
the application
application you
you are
are using.
using.
2.
2. Select
from the
the menu
menu bar.
bar.
Oracle
Oracle Applications
Applications Help
Help displays
displays detailed
detailed
information
information about
about the
the window
windowyou you opened,
opened,
including
including step-by-step
step-by-step instructions
instructions for
for entering
entering
information in each field in the window.
1-4

Chapter 2 - Page 5
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing engine
engine
•• Flexible
Flexible attribute
attribute mapping
mapping
•• Qualifiers
Qualifiers
•• Price
Price lists
lists
•• Formulas
Formulas
•• Modifiers
Modifiers
•• Agreements
Agreements
•• Reports
Reports
•• Conclusion
Conclusion
®
1-5

Chapter 2 - Page 6
Objectives
Objectives
Objectives
After
After this
this lesson,
lesson, you
you should
should be be able
able to:
to:
•• Explain
Explain the
the pricing
pricing features
features and
and functions
functions of
of
Oracle
Oracle Applications
release 11i.1.
11i.1.
•• Execute
Execute common
common pricing
pricing processes
processes in in Oracle
Oracle
Applications release 11i.1.
Applications release 11i.1.
1-6

Chapter 2 - Page 7
Pricing Footprint
Pricing
Pricing Footprint
Footprint
Oracle Oracle Order Management Oracle

Marketing Trade
Management
Oracle
Sales Oracle
Online Contracts
Oracle
Oracle
Service for iStore
Commu- Oracle Pricing
nication Oracle
Sales for
Oracle Commu-
Service
nication
Core
Oracle
Oracle Oracle Order Capture Financial
TeleSales Services
®
1-7

Chapter 2 - Page 8
Basic
Basic and
and Advanced
Advanced Pricing
Pricing
•• Oracle
Oracle includes
includes basic
basic pricing
pricing functionality
functionality with
with
Oracle
Oracle Order
Order Management.
Management.
•• To
To use
use advanced
advanced pricing
pricing features,
features, you
you must
must
purchase
purchase the
the advanced
advanced pricing
pricing license.
license.
Advanced
Advanced pricing
pricing includes
includes all
all basic
basic pricing
pricing
features.
features.
1-8

Chapter 2 - Page 9
The Pricing Concept
The
The Pricing
Pricing Concept
Concept
The
The pricing
pricing engine
engine determines
determines selling
selling prices
prices for
for
products.
products. ItIt answers
answers the
the following
questions:
•• Who
Who qualifies
qualifies for
for prices
prices and
and benefits?
benefits?
•• What
What is
is the
the product
product or
or service
service to
to be
be priced?
priced?
•• How
How should
should II adjust
adjust the
the order
order price
price or
or order
order line
line
price?
price?
1-9

Chapter 2 - Page 10
The Pricing Concept
The
The Pricing
Pricing Concept
Concept
Who qualifies?
Pricing qualifiers control who is eligible

for certain prices and benefits.
•• Customer
Customer Class
Class == VIP
VIP
•• Order
Order Type
Type == Special
Special
1-10

Chapter 2 - Page 11
The Pricing Concept
The
The Pricing
Pricing Concept
Concept
What is the product or service to be priced?
A product hierarchy along with pricing attributes

control what is being priced or modified
on a price list or modifier list.
All
All plastic
plastic items
items of
of Grade
Grade B
B quality
quality
1-11

Chapter 2 - Page 12
The Pricing Concept
The
The Pricing
Pricing Concept
Concept
How should I adjust the price?
Pricing modifiers control

adjustments to the base price.
•• Discount
Discount of
of 2%
2%
•• Buy
Buy one
one get
get one
one free
free
•• Get
Get 480
480 ml
ml shampoo
shampoo for for the
the same
same price
price as
as 360
360 ml
ml
shampoo
shampoo
•• Buy
Buy 1000
1000 currency
currency units,
units, get
get aa coupon
couponfor
for 100
100
currency
currency units
units off
off aa future
future order
order
1-12

Chapter 2 - Page 13
The Pricing Concept
The
The Pricing
Pricing Concept
Concept
Who qualifies? Qualifiers
What is the product or service Product Hierarchy

to be priced? Pricing Attributes
How should I adjust the price? Modifiers
1-13
Inputs to the Pricing Engine

• Pricing qualifiers: Determines who is eligible for a price or modifier list, for
example, customer class, customer site, buying group, and sales territory.
• Pricing Attribute: Determines what is being priced or modified on a price or
modifier list, for example, product group, brand, location, distance, age,
volume. Based on the inputs, the pricing engine selects the appropriate price list
and adjusts the price by the chosen modifiers.
• Modifiers: Determines how the eligible pricing request or pricing request line
should be adjusted, for example, discounts, surcharges, coupon issue, item
upgrade, other item discount, terms substitution, freight charge, and
promotional goods. You can define price lists and modifiers from the most
general level to the most specific level, for example, Price List B is for all
products and all customers and Price List A is for Product 1 and Customer 1.

Chapter 2 - Page 14
The Pricing Concept: How Pricing Works
The
The Pricing
Pricing Concept:
Concept:
How
How Pricing
Pricing Works
Works
All
INPUT OUTPUT

Formulas Final Price
Eligibility Agreements
Modifiers
What
Agreements
Adjustments m
On
e Ite
Cu e
sto
me On
r
PRICING ENGINE
®
1-14

• Pricing Attribute: Determines what is being priced or modified on a price or
• Price Lists: Lists containing prices for items and services, for example,
corporate price list, summer promotion price list

Chapter 2 - Page 15
Review Question
Review
Review Question
Question
Which
Which Oracle
Oracle Applications
Applications suites
suites use
use pricing?
pricing?
1.
1. Customer
Management andand
Self-service
Applications
2.
2. Order
Order Management
Management and
and Customer
Customer
3.
3. Advanced
Advanced Planning
Planning and
and Scheduling
Scheduling
and
and Purchasing
Purchasing
1-15

Chapter 2 - Page 16
Review Question
Review
Review Question
Question
Which
Which Oracle
Oracle Applications
Applications suites
suites use
use pricing?
pricing?
1.
1. Customer
Management andand
Self-service
Applications
2.
2. Order
Order Management
Management and
and Customer
Customer
3.
3. Advanced
Advanced Planning
Planning and
and Scheduling
Scheduling
and
and Purchasing
Purchasing
1-16

Chapter 2 - Page 17
Review Question
Review
Review Question
Question
What
What component
component isis not
not part
part of
of the
the pricing
pricing concept?
concept?
1.
1. Sourcing
Sourcing rules
rules
2.
2. Pricing
Pricing attributes
attributes
3.
3. Product
Product hierarchy
hierarchy
4.
4. Modifiers
Modifiers
5.
5. Qualifiers
Qualifiers
1-17

Chapter 2 - Page 18
Review Question
Review
Review Question
Question
What
What component
component isis not
not part
part of
of the
the pricing
pricing concept?
concept?
1.
1. Sourcing
Sourcing rules
rules
2.
2. Pricing
Pricing attributes
attributes
3.
3. Product
Product hierarchy
hierarchy
4.
4. Modifiers
Modifiers
5.
5. Qualifiers
Qualifiers
1-18

Chapter 2 - Page 19
The Pricing Process
The
The Pricing
Pricing Process
Process
Calling Application
Order Management, iStore, Order Capture, TeleSales, and more...
Customer and Product Data
Pricing Engine
All Customers, All Items Pricing Pricing
Business Results
l
ve
A
Objects
Le
ny
Base Price
y
Le
An
ve
l Discounts
Price Lists
s
Qua
l ifie i bute Promotions
Who rs Attr t Formulas Terms
ha
One W m Coupons
Cus Ite Modifiers
tom n e
er O Selling Price
®
1-19

Chapter 2 - Page 20
The Pricing Process
The
The Pricing
Pricing Process
Process
Pricing
Request
Line 1: Item=Shampoo, Customer=Cust1
Pricing Engine
Pricing Setup
Pricing
Line 1: Product hierarchy and qualifier hierarchy
Request
Line 2: Product hierarchy and qualifier hierarchy Structure
®
1-20

Chapter 2 - Page 21
The Pricing Process
The
The Pricing
Pricing Process
Process
Pricing Line 1: Product hierarchy and Qualifier hierarchy
Request
Structure Line 2: Product hierarchy and Qualifier hierarchy
Pricing Engine
Select eligible price lists
Pricing Setup
Determine list price
Select eligible modifiers Price Lists
Calculate selling price Modifiers
Formulas
Line 1: List price and adjustments Pricing Return to

®
1-21

Chapter 2 - Page 22
Review Question
Review
Review Question
Question
What
What term
term describes
describes the
the information
information that
that the
the calling
calling
application
application sends
sends when
when itit needs
needs aa price
price for
for aa good
good
or
or service?
service?
1.
1. Pricing
Pricing engine
engine
2.
2. Pricing
Pricing attributes
attributes
3.
3. Product
Product hierarchy
hierarchy
4.
4. Pricing
Pricing request
request
1-22

Chapter 2 - Page 23
Review Question
Review
Review Question
Question
What
What term
term describes
describes the
the information
information that
that the
the calling
calling
application
application sends
sends when
when itit needs
needs aa price
price for
for aa good
good
or
or service?
service?
1.
1. Pricing
Pricing engine
engine
2.
2. Pricing
Pricing attributes
attributes
3.
3. Product
Product hierarchy
hierarchy
4.
4. Pricing
Pricing request
request
1-23

Chapter 2 - Page 24
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing engine
engine
•• Flexible
Flexible attribute
attribute mapping
mapping
•• Qualifiers
Qualifiers
•• Price
Price lists
lists
•• Formulas
Formulas
•• Modifiers
Modifiers
•• Agreements
Agreements
•• Reports
Reports
•• Conclusion
Conclusion
®
1-24

Chapter 2 - Page 25
Pricing Engine
Pricing
Pricing Engine
Engine
Calling Application (OM, CRM)
Pricing Request
Pricing Engine
Search Engine
Phase
Calculation Engine
1-25

Chapter 2 - Page 26
Pricing Engine
Pricing
Pricing Engine
Engine
Search Engine
Phase Qualifiers Effectivity
Source Currency Pricing
Systems Attributes
Resolve Incompatibility PHASE

Incompatibility Groups Best Price
Precedence Exclusivity
Process Benefits
Other Item Coupon Issue Item Substitution
Discounts Formula Terms Substitution
1-26

Chapter 2 - Page 27
Pricing Engine
Pricing
Pricing Engine
Engine
Calculation Engine

Price List Formula Price Breaks
REQUEST LINE

Buckets
Discounts Surcharges Price Breaks
1-27

Chapter 2 - Page 28
Pricing Business Scenario
Pricing
Pricing Business
Business Scenario
Scenario
•• The
The customer
customer places
places an
an order
order through
through Oracle
Oracle
Order
Order Management,
Management, the
the calling
calling application
application (also
(also
known
known asas source
source system)
system)
•• Order
Order Management
Management passes
passes the
the following
following pricing
pricing
request:
request:
–– Customer:
Customer: ABC
ABCComputers
Computers
–– Territory:
Territory: Western
Western region
region
–– Order
Order lines:
lines:
–– Item:
Item: Computer,
Computer, Quantity:
Quantity: 11
–– Product
Product group:
group: Computer
Computer
–– Warranty:
Warranty: Gold
Gold service
service
–– Item:
Item: Monitor,
Monitor, Quantity:
Quantity: 15
15
–– Product
Product group: Computer
group: Computer ®
1-28

• You are creating a promotion for all of your computer-related customers who
are based in the west.
• You have created a promotion which allows a customer to receive a free
printer if they purchase the computer.
• There is another promotion of 5% off all computer equipment.
• Gold support service is sold at 10% of the product which it supports.
• Monitors have a price break:
• 1-10: 500 currency units
• 11- : 475 currency units

Chapter 2 - Page 29
Pricing Business Scenario: Search Engine
Pricing
Pricing Business
Business Scenario:
Scenario:
Search
Search Engine
Engine
Corporate Price List Line: Computer
Warranty: Gold Service
Promotional Price List Line: Monitors
Modifier List: Computer Promotion
PHASE
Resolve Incompatibility
Process Benefits
Computer Promotion (Promotional Goods): Buy a
computer and get a free printer
Computer Promotion: 5% Discount
®
1-29

Chapter 2 - Page 30
Pricing Business Scenario: Calculation Engine
Pricing
Pricing Business
Business Scenario:
Scenario:
Calculation
Calculation Engine
Engine
Calculation Engine
Corporate Price List Line: Computer 275 currency
units
Corporate Price List Line: Gold Service 10% x
Computer product group
Promotion Price List Line: Monitors (Point break)
1 - 10: 500 currency units REQUEST LINE
11+: 475 currency units

•Computer Promotion: 5% Discount
•Computer Promotion: Free Printer
100% Discount
®
1-30

Chapter 2 - Page 31
Review Question
Review
Review Question
Question
What
What are
are the
the two
two parts
parts of
of the
the pricing
pricing engine?
engine?
1.
1. Pricing
Pricing request
request and
and phase
phase engine
engine
2.
2. Search
Search and
and calculation
calculation engines
engines
3.
3. Calling
Calling application and pricing request
application and pricing request
4.
4. Phase and request line engines
Phase and request line engines
1-31

Chapter 2 - Page 32
Review Question
Review
Review Question
Question
What
What are
are the
the two
two parts
parts of
of the
the pricing
pricing engine?
engine?
1.
1. Pricing
Pricing request
request and
and phase
phase engine
engine
2.
2. Search
Search and
and calculation
calculation engines
engines
3.
3. Calling
Calling application and pricing request
application and pricing request
4.
4. Phase and request line engines
Phase and request line engines
1-32

Chapter 2 - Page 33
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing engine
engine
•• Flexible
Flexible attribute
attribute mapping
mapping
•• Qualifiers
Qualifiers
•• Price
Price lists
lists
•• Formulas
Formulas
•• Modifiers
Modifiers
•• Agreements
Agreements
•• Reports
Reports
•• Conclusion
Conclusion
®
1-33

Chapter 2 - Page 34
Flexible Attribute Mapping: Overview
Flexible
Flexible Attribute
Attribute Mapping:
Mapping:
Overview
Overview
•• Controls
Controls what
what the
the pricing
pricing engine:
engine:
–– Prices
Prices
–– Modifies
Modifies
•• You
You typically
typically perform
performthe
the flexible
flexible attribute
attribute
mapping
mapping processes
processes once
once asas part
part of
of your
your initial
initial
implementation
implementation rather
rather than
than as
as aa continuing
continuing part
part of
of
your
your day-to-day
day-to-day operations.
operations. Find
Find details
details in
in the
the
Setup
Setup and
and Implementation
Implementation Issues
Issues for
for Pricing
Pricing
module.
module.
1-34

Chapter 2 - Page 35
Pricing
Pricing Business
Business Scenario
Scenario
•• The
The customer
customer places
places an
an order
order through
through Oracle
Oracle
Order
Order Management,
Management, the
the calling
calling application
application (also
(also
known
known asas source
source system)
system)
•• Order
Order Management
Management passes
passes the
the following
following pricing
pricing
request:
request:
–– Customer:
Customer: ABC
ABCComputers
Computers
–– Territory:
Territory: Western
Western region
region
–– Order
Order lines:
lines:
–– Item:
Item: Computer,
Computer, Quantity:
Quantity: 11
–– Product
Product group:
group: Computer
Computer
–– Warranty:
Warranty: Gold
Gold service
service
–– Item:
Item: Monitor,
Monitor, Quantity:
Quantity: 15
15
–– Product
group: Computer ®
1-35


Chapter 2 - Page 36
Flexible Attribute Mapping
Flexible
Flexible Attribute
Attribute Mapping
Mapping
INPUT OUTPUT
Attributes
Item: Monitor
Product Group: Computer
PRICING ENGINE
®
1-36

Chapter 2 - Page 37
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing engine
engine
•• Flexible
Flexible attribute
attribute mapping
mapping
•• Qualifiers
Qualifiers
•• Price
Price lists
lists
•• Formulas
Formulas
•• Modifiers
Modifiers
•• Agreements
Agreements
•• Reports
Reports
•• Conclusion
Conclusion
®
1-37

Chapter 2 - Page 38
Qualifiers: Overview
Qualifiers:
Qualifiers:
Overview
Overview
•• Who
Who can
can receive
receive particular
particular prices,
prices, discounts,
discounts,
surcharges,
surcharges, promotions,
promotions, and
and benefits:
benefits:
–– Specific
Specific customers
customers
–– Customer
Customer groups
groups
–– Order
Order types
types
–– Order
Order amount
amount
•• You
You link
link them
them to
to price
price lists
lists and
and modifiers.
modifiers.
1-38

Chapter 2 - Page 39
Qualifiers: Qualifier Examples
Qualifiers:
Qualifiers:
Qualifier
Qualifier Examples
Examples
•• Customer
Customer grouping
grouping hierarchies
hierarchies
•• Product
Product grouping
hierarchies
•• Effectivity
Effectivity dates
dates
•• Weights,
Weights, volumes, monetary
volumes, monetary amounts,
amounts, and
and so
so on
on
•• Distance
Distance
•• Geographic
Geographic location
location
•• Any
Any other
other qualifier
qualifier that
that meets
meets your
your business
business
needs
needs
1-39

Chapter 2 - Page 40
Pricing
Pricing Business
Business Scenario
Scenario
•• The
The customer
customer places
places an
an order
order through
through Oracle
Oracle
Order
Order Management,
Management, the
the calling
calling application
application (also
(also
known
known asas source
source system)
system)
•• Order
Order Management
Management passes
passes the
the following
following pricing
pricing
request:
request:
–– Customer:
Customer: ABC
ABCComputers
Computers
–– Territory:
Territory: Western
Western region
region
–– Order
Order lines:
lines:
–– Item:
Item: Computer,
Computer, Quantity:
Quantity: 11
–– Product
Product group:
group: Computer
Computer
–– Warranty:
Warranty: Gold
Gold service
service
–– Item:
Item: Monitor,
Monitor, Quantity:
Quantity: 15
15
–– Product
group: Computer ®
1-40


Chapter 2 - Page 41
Qualifiers
Qualifiers
Qualifiers
INPUT OUTPUT
Qualifiers
Customer : ABC Computers
Territory: Western Region
Attributes
Item: Monitor
PRICING ENGINE
®
1-41

Chapter 2 - Page 42
Qualifiers: Qualifier Groups
Qualifiers:
Qualifiers:
Qualifier
Qualifier Groups
Groups
•• Collecting
qualifiers into
into qualifier
qualifier groups
groups allows
allows
you
you to:
to:
–– Associate
qualifiers of of aa common
common type
type or
or for
for aa
common
common benefit.
benefit. ItIt is
is easier
easier to:
to:
–– Search
Search for
for qualifiers
qualifiers
–– Assign
Assign groups
groups to to modifiers
modifiers
–– Create
Create AND
AND and
and OR
OR Boolean
Boolean conditions
conditions
among
among qualifiers
qualifiers
•• You
You link
link them
them toto price
price lists
lists and
and modifiers
modifiers in
in the
the
same
same way
way as
as individual
individual qualifiers.
qualifiers.
1-42

Chapter 2 - Page 43
Qualifiers: Qualifier Group Example
Qualifiers:
Qualifiers:
Qualifier
Qualifier Group
Group Example
Example
Customer
Customer is
is in
in territory
territory WEST
WEST
and
and
Order
Order amount
amount isis between
between 2000
2000 currency
currency units
units and
and
5000
5000 currency units or order quantity is greater than
currency units or order quantity is greater than
10,000
10,000
1-43

Chapter 2 - Page 44
Qualifiers: Qualifier Contexts
Qualifiers:
Qualifiers:
Qualifier
Qualifier Contexts
Contexts
•• Qualifier
Qualifier contexts
contexts are:
are:
–– Flattened
Flattened hierarchies:
hierarchies: Qualifiers
Qualifiers do
do not
not store
store
relationships
relationships among
among thethe hierarchies
hierarchies
–– AA way
way of
of grouping
grouping similar
similar qualifying
qualifying attributes
attributes
in the qualifier flexfield.
•• You
You indicate
indicate the
the level
level in
in the
the hierarchy
hierarchy byby the
the
flexfield
flexfield sequence
sequence (precedence).
(precedence).
1-44

Chapter 2 - Page 45
Qualifiers: Qualifier Context Example
Qualifiers:
Qualifiers:
Qualifier
Qualifier Context
Context Example
Example
Create
Create aa hierarchy
hierarchy by:
by:
•• Defining
Defining aa context:
context: Geography.
Geography.
•• Under
Under this
this context,
context, defining
defining attributes:
attributes: Province,
Province,
Territory,
Territory, and
and Customers.
Customers.
•• Defining
Defining specific
specific validation
validation sets
sets for
for each
each attribute.
attribute.
Using
Using value set definitions to provide the
value set definitions to provide the correct
correct
source.
source. This
This allows
allows the
the user
user to
to chose
chose and
and enter
enter
correct
correct values
values for
for the
the attributes.
attributes.
Geography
Province Territory Customers
1-45

Chapter 2 - Page 46
Qualifiers: Qualifier Context Example
Qualifiers:
Qualifiers:
Qualifier
Qualifier Context
Context Example
Example
Context
Context Geography
Attributes
Attributes Attribute
Attribute Values
Values
Province A, Province B,
Province
Province C, Province D
North, East,
Territory
West, South
All customers, Customers

Customers
with high purchase volume
1-46

Chapter 2 - Page 47
Qualifiers: Sourcing
Qualifiers:
Qualifiers:
Sourcing
Sourcing
Since
Since hierarchical
hierarchical relationships
relationships are
are not
not stored
stored and
and
the
the pricing
pricing engine
engine needs
needs toto know
knowthethe information
information at at
all
all the
the levels
levels of
of hierarchy,
hierarchy, you
you need
need toto define
define the
the
sourcing
sourcing information.
information. In In the
the example
example hierarchy:
hierarchy:
•• IfIf the
the qualifying
qualifying conditions
conditions are
are Territory
Territory must
must be
be
West
West and Province must be Province D, the pricing
and Province must be Province D, the pricing
engine
engine needs
needs to to know
know both
both the
the customer
customer territory
territory
and province to determine eligibility.
•• IfIf the
the qualifying
conditions are
are Territory
Territory must
must be
be
West
West or
or Province
Province must
must bebe Province
Province D, D, the
the pricing
pricing
engine
engine needs
needs to to know
know either
either the
the customer
customer territory
territory
or
or province
province toto determine
determine eligibility.
eligibility.
1-47

Chapter 2 - Page 48
Qualifiers: Qualifier Contexts
Qualifiers:
Qualifiers:
Qualifier
Qualifier Contexts
Contexts
•• Oracle
Oracle provides
provides basic
basic seeded
seeded qualifier
qualifier contexts
contexts
and
and attributes.
attributes. The
The pricing
pricing engine
engine sources
sources
qualifier
qualifier values
values for
for predefined
predefined attributes
attributes from
from the
the
Oracle Application database whenever applicable.
Oracle Application database whenever applicable.
•• You
You can
can also
also set
set up
up qualifier
qualifier contexts
contexts and
and
attributes
attributes to
to suit
suit your
your own
own business
business needs.
needs.
1-48

Chapter 2 - Page 49
Qualifiers: Predefined Qualifier Information
Qualifiers:
Qualifiers:
Predefined
Predefined Qualifier
Qualifier Information
Information
Contexts
Contexts Attributes
Attributes
Customer Customer Name, Bill to, Sales Channel
Order Order Type, Shipment Date, Line Type
Terms Payment Terms, Freight Terms, Shipping Terms
Volume Order Amount, Line Volume
Modifier List Price List, Coupon Number, Promotion Number
1-49

Chapter 2 - Page 50
Qualifier Processes
Qualifier
Qualifier Processes
Processes
•• Adding
Adding qualifier
qualifier groups
groups
•• Querying
Querying qualifier
qualifier groups
groups
•• Modifying
Modifying qualifier
qualifier groups
groups and
and qualifiers
qualifiers
1-50

Chapter 2 - Page 51
Qualifier Processes: Adding Qualifier Groups
Qualifier
Qualifier Processes:
Processes:
Adding
Adding Qualifier
Qualifier Groups
Groups
Use
Use the
the Adding
Adding Qualifier
Qualifier Groups
Groups process
process to
to create
create
new
new qualifier
qualifier groups
groups and
and their
their associated
associated qualifiers.
qualifiers.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Qualifier
Qualifier Group
Group window
window andand consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-51
(N) (Pricing) Qualifier Setup

(Help) Oracle Pricing > Qualifiers > Creating a Qualifier Group

Chapter 2 - Page 52
Qualifier Processes: Querying Qualifier Groups
Qualifier
Processes:
Querying
Querying Qualifier
Qualifier Groups
Groups
Use
Use the
the Querying
Querying Qualifier
Qualifier Groups
Groups process
process to
to query
query
specific
specific qualifier
qualifier groups
groups and
and to
to define
define new
newqualifier
qualifier
groups.
groups.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Qualifier Group window and consult Oracle
Qualifier Group window and consult Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-52

(Help) Oracle Pricing > Qualifiers > Querying a Qualifier Group

Chapter 2 - Page 53
Qualifier Processes: Modifying Qualifier Groups and
Qualifiers
Qualifier
Processes:
Modifying
Modifying Qualifier
Qualifier Groups
Groups and
and Qualifiers
Qualifiers
Use
Use the
the Modifying
Modifying Qualifier
Qualifier Groups
Groups and
and Qualifiers
Qualifiers
process
process to update and delete qualifier groups
to update and delete qualifier groups and
and
associated
associated qualifiers.
qualifiers.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Qualifier
Qualifier Group
Group window
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
1-53

(Help) Oracle Pricing > Qualifiers > Modifying or Deleting Qualifier
Groups

Chapter 2 - Page 54
Review Question
Review
Review Question
Question
Which
Which structure
structure is
is not
not associated
associated with
with qualifiers?
qualifiers?
1.
1. Attributes
Attributes
2.
2. Incompatibility
Incompatibility
3.
3. Contexts
Contexts
4.
4. Groups
Groups
1-54

Chapter 2 - Page 55
Review Question
Review
Review Question
Question
Which
Which structure
structure is
is not
not associated
associated with
with qualifiers?
qualifiers?
1.
1. Attributes
Attributes
2.
2. Incompatibility
Incompatibility
3.
3. Contexts
Contexts
4.
4. Groups
Groups
1-55

Chapter 2 - Page 56
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing engine
engine
•• Flexible
Flexible attribute
attribute mapping
mapping
•• Qualifiers
Qualifiers
•• Price
Price lists
lists
•• Formulas
Formulas
•• Modifiers
Modifiers
•• Agreements
Agreements
•• Reports
Reports
•• Conclusion
Conclusion
®
1-56

Chapter 2 - Page 57
Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
howto:
to:
•• Explain
Explain the
the pricing
pricing features
features and
and functions
functions of
of
•• Execute
Execute common
common pricing
pricing processes
processes inin Oracle
Oracle
Applications
release 11i.1.
11i.1.
1-57

Chapter 2 - Page 58
Chapter 3

Chapter 3 - Page 1
Manage
Manage Pricing,
Pricing, Part
Part 2
2
Oracle
Oracle Applications
Release 11i
11i

Chapter 3 - Page 2
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing engine
engine
•• Flexible
Flexible attribute
attribute mapping
mapping
•• Qualifiers
Qualifiers
•• Price
Price lists
lists
•• Formulas
Formulas
•• Modifiers
Modifiers
•• Agreements
Agreements
•• Reports
Reports
•• Conclusion
Conclusion
®
1-2

Chapter 3 - Page 3
Using
Applications Help
Help
1.
1. Navigate
Navigate to to the
the Oracle
Oracle Applications
Navigator.
2.
2. Select
from the
the menu
menu bar.
bar.
The
The Oracle
Oracle Applications
Applications Help
Help window
displayed.
3.
3. Enter
Enter your
your search
search criteria,
criteria, enclosed
enclosed within
within
quotation
and click
click Find.
Find.
Oracle
topics
that
that meet
meet your
your search
search criteria.
criteria.
4.
4. Click
Click aa topic
topic to
to view
view detailed
information.
Note:
Note: Click
Click Search
Search Instructions
Instructions for
for help
help with
with
searching
searching Oracle
Oracle Applications
Applications Help.
Help.
1-3

Chapter 3 - Page 4
Using
Using Oracle
Oracle Applications
Applications Help
Help Within
Within aa
Window
Window
1.
1. Open
Open aa window
windowin in the
the application
application you
you are
are using.
using.
2.
2. Select
from the
the menu
menu bar.
bar.
Oracle
Oracle Applications
Applications Help
Help displays
displays detailed
detailed
information
information about
about the
the window
opened,
including
instructions for
for entering
entering
1-4

Chapter 3 - Page 5
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing engine
engine
•• Flexible
Flexible attribute
attribute mapping
mapping
•• Qualifiers
Qualifiers
•• Price
Price lists
lists
•• Formulas
Formulas
•• Modifiers
Modifiers
•• Agreements
Agreements
•• Reports
Reports
•• Conclusion
Conclusion
®
1-5

Chapter 3 - Page 6
Price Lists: Overview
Price
Price Lists:
Lists:
Overview
Overview
Price
Price lists
lists contain
contain prices
prices and
and currencies
currencies for
for products
products
and
and services.
services. They
They have
have prices:
prices:
•• For
For specific
specific products
products and
and services
services or
or for
for product
product
groups
groups
•• As
As absolute
absolute values,
values, percents
percents of
of other
other prices,
prices, or
or as
as
formulas
formulas
•• Applicable
Applicable toto the
the entire
entire organization
organization or
or to
to one
one
operating
operating unit
unit
•• That
That are
are either
either positive
positive or
or negative
negative
1-6

Chapter 3 - Page 7
Price
Price Lists:
Lists:
Overview
Overview
•• Prices
Prices by:
by:
–– Order
Order line
line
–– Category
Category
•• You
You can
can use
use asas qualifiers:
qualifiers: Use
Use price
price list
list A
A as
as aa
qualifier
qualifier of
of aa promotion
promotion
•• User-definable
User-definable pricing:
pricing: Item
Itemattributes
attributes
•• Price breaks
Price breaks
–– Point
Point and
and range
range
–– Usage
Usage based
based pricing
pricing with
with counters
counters for
for quantity
quantity
with
with in
in aa specific
specific period
period
1-7

Chapter 3 - Page 8
Price
Price Lists:
Lists:
Overview
Overview
•• Formulas
Formulas
•• Warranty
Warranty pricing:
pricing: Price
Price is
is aa percentage
percentage of
of another
another
item’s
item’s price
price
•• GSA
GSA (USA
(USA General
General Services
Services Administration)
Administration)
pricing: Uses modifiers
pricing: Uses modifiers
•• Secondary
Secondary price
price lists
lists
•• Effective
Effective dates:
dates:
–– Start
Start date
date
–– End
End date
date
1-8

Chapter 3 - Page 9
Pricing
Pricing Business
Business Scenario
Scenario
•• The
The customer
customer places
places an
an order
order through
through Oracle
Oracle
Order
Order Management,
Management, the
the calling
calling application
application (also
(also
known
known asas source
source system)
system)
•• Order
Order Management
Management passes
passes the
the following
following pricing
pricing
request:
request:
–– Customer:
Customer: ABC
ABCComputers
Computers
–– Territory:
Territory: Western
Western region
region
–– Order
Order lines:
lines:
–– Item:
Item: Computer,
Computer, Quantity:
Quantity: 11
–– Product
Product group:
group: Computer
Computer
–– Warranty:
Warranty: Gold
Gold service
service
–– Item:
Item: Monitor,
Monitor, Quantity:
Quantity: 15
15
–– Product
group: Computer ®
1-9


Chapter 3 - Page 10
Price Lists
Price
Price Lists
Lists
INPUT OUTPUT
Price Lists
Corporate Price List Line: Computer 275.00
Corporate Price List Line: Gold Service 27.50
Promotion Price List Line: Monitor, Qty 15 475.00
Qualifiers
Attributes
Item: Monitor
PRICING ENGINE
®
1-10

Chapter 3 - Page 11
Price Lists: Currency
Price
Price Lists:
Lists:
Currency
Currency
•• Essential
Essential for
for international
international sales
sales
•• Currency
Currency must
must match
match in
in the
the following
following areas:
areas:
–– Price
Price list
list
–– Pricing
Pricing request
request
–– Assigned
Assigned customer
customer profile
profile class
class
1-11

Chapter 3 - Page 12
Price Lists: Rounding Factor
Price
Price Lists:
Lists:
Rounding
Rounding Factor
Factor
•• Number
Number of of places
places for
for rounding:
rounding:
–– Entering
Entering aa positive
positive number
number affects
affects positions
positions to
to
left
left of
of decimal
decimal mark
mark
–– Entering
Entering aa negative
negative number
number affects
affects positions
positions
to right of decimal mark
to right of decimal mark
•• Examples:
Examples:
–– Rounding
Rounding factor
factor 2,
2, 107
107 rounds
rounds toto 100
100
–– Rounding
Rounding factor
factor –3,
–3, 1.1445
1.1445 rounds
rounds to to 1.145
1.145
•• Rounding
Rounding factors
factors are
are limited
limited by
by the
the number
number of
of
positions
positions in
in the
the QP:
QP: UNIT_PRICE_PRECISION
UNIT_PRICE_PRECISION
_TYPE
_TYPE profile
profile option
option
®
1-12

Chapter 3 - Page 13
Price Lists: Secondary Price Lists
Price
Price Lists:
Lists:
Secondary
Secondary Price
Price Lists
Lists
•• Assigned
Assigned to to primary
primary price
price lists
lists with
with the
the same
same
currency
currency
•• Used
Used whenwhen item
item is
is not
not on
on the
the primary
primary price
price list
list or
or
inactive on primary price
inactive on primary price list list
•• If
If item
item is
is on
on more
more than
than one
one secondary
secondary price
price list,
list,
pricing
pricing engine
engine uses
uses the
the highest-precedence
highest-precedence
secondary
secondary priceprice list
list (the
(the secondary
secondary price
price list
list with
with
the
the lowest
lowest value
value for
for the
the precedence
precedence field)
field)
1-13

Chapter 3 - Page 14
Price Lists: Price Types
Price
Price Lists:
Lists:
Price
Price Types
Types
•• Unit
Unit price:
price: Fixed
Fixed price
price
•• Percent
Percent price:
price: Percent
Percent of
of another
another item’s
item’s price
price
•• Formula:
Formula: Algebraic
Algebraic expression
expression
•• Price
Price break
break (Point
(Point and
and range):
range): Price
Price varies
varies by
by
quantity
quantity ordered
ordered
Attribute Value Value From Value To Price
Item # A11111 1 10 50
Item # A11111 11 45
1-14

Chapter 3 - Page 15
Price Lists: Maintenance
Price
Price Lists:
Lists:
Maintenance
Maintenance
You
You can:
can:
•• Manually
Manually add
add lines
lines to
to aa price
price list
list
•• Copy
Copy price
price list
list lines
lines from
from one
one price
price list
list to
to another
another
•• Add
Add aa new
new group
group ofof inventory
inventory items
items to
to aa price
price list
list
by
by specifying
specifying aa range
range
•• Add
Add aa new
new group
group ofof inventory
inventory items
items to
to aa price
price list
list
by
by specifying
specifying an
an existing
existing item
item category
category and
and
category
category set
set
1-15

Chapter 3 - Page 16
Price Lists: Copying
Price
Price Lists:
Lists:
Copying
Copying
You
You can:
can:
•• Create
Create aa newnew price
price list
list byby copying
copying from from an
an existing
existing
price
price list.
list. Options:
Options:
–– Copy
Copy aa range
range of of lines
lines or or all
all lines
lines from
from the
the
original price
original price listlist
–– Only
Only active
active price
price listlist lines
lines copy
copy
–– Copy
Copy active
active discounts
discounts from from thethe original
original price
price
list
list
–– Copy
Copy the the effective
effective datesdates from
from thethe original
original price
price
list
list lines
lines
•• Copy
Copy aa price
price list
list and
and specify
specify an an adjustment
adjustment factor
factor
(percentage
(percentage or amount) to create duplicate
or amount) to create duplicate price
price
lists
lists in
in other
other currencies
currencies ®
1-16

Chapter 3 - Page 17
Price Lists: Adding Inventory Items
Price
Price Lists:
Lists:
Adding
Adding Inventory
Inventory Items
Items
Options:
Options:
•• Specify
Specify an
an item
item status,
status, for
for example,
example, active
active or
or
planned
planned
•• Specify
Specify an
an item
item category,
category, for
for example,
example, hardware
hardware or
or
software
software
•• Specify
Specify aa range
range of
of items
items
•• Price
Price
–– Zero
Zero amount
amount
–– Items’
Items’ established
established cost
cost in
in the
the OM
OM validation
validation
inventory
inventory organization
organization
1-17

Chapter 3 - Page 18
Price Lists: Adding Inventory Items
Price
Price Lists:
Lists:
Adding
Adding Inventory
Inventory Items
Items
•• The
The process:
process:
–– Adds
Adds items
items that
that exist
exist in in the
the OM
OMvalidation
validation
inventory
inventory organization
organization (Set (Set profile
profile option
option QP:
QP:
Item
Item Validation
Validation Organization)
Organization)
–– Does
Does not
not override
override information
information for for Items
Items that
that
exist
exist on
on the
the price
price list,
list, regardless
regardless of of their
their
status.
status.
•• To
To add
add items
items from
from an an item
item category:
category:
–– Set
Set up
up default
default inventory
inventory category
category set
set
–– Specify
Specify anan inventory
inventory category
category set set for
for the
the
process
process
–– The
The process
process addsadds all
all items
items ofof the
the item
item
category
category set
set chosen
chosen to to the
the price
price list
list ®
1-18

Chapter 3 - Page 19
Price Lists: Manual Changes
Price
Price Lists:
Lists:
Manual
Manual Changes
Changes
•• Effective
Effective for
for pricing
pricing requests
requests passed
passed toto the
the pricing
pricing
engine
engine after
after the
the change
change
•• Use
Use price
price list
list and
and price
price list
list line
line effectivity
effectivity dates
dates to
to
retain history
retain history
1-19

Chapter 3 - Page 20
Price Lists: Adjust Price Lists
Price
Price Lists:
Lists:
Adjust
Adjust Price
Price Lists
Lists
•• Increase
Increase or
or decrease
decrease the
the list
list price
price of
of price
price list
list
lines
lines by:
by:
–– Amounts
Amounts
–– Percentages
Percentages
1-20

Chapter 3 - Page 21
Price Lists: Adjust Price Lists
Price
Price Lists:
Lists:
Adjust
Adjust Price
Price Lists
Lists
•• Apply
Apply the
the increase
increase or
or decrease
decrease to:
to:
–– All lines on the price list
All lines on the price list
–– Lines
Lines that
that belong
belong toto an
an item
itemcategory,
category, for
for
example,
example, Computers
Computers
–– Lines
Lines with
with items
items of
of aa certain
certain status,
status, for
for
example,
example, Prototype
Prototype
–– Lines
Lines created
created on
on aa specified
specified date,
date, for
for example,
example,
3-Jun-2001
3-Jun-2001
–– Lines
Lines having
having aa range
range ofof items,
items, for
for example,
example,
AS18947
AS18947 -- AS54888
AS54888
•• Individual
Individual changes
changes show
showaa history
history of
of price
price
adjustments;
adjustments; mass
mass changes
changes do do not
not maintain
maintain price
price
history.
history. ®
1-21

Chapter 3 - Page 22
GSA (USA General Services Administration) Price Lists
GSA
GSA (USA
(USA General
General Services
Services
Administration)
Administration) Price
Price Lists
Lists
•• Helps
Helps enforce
enforce GSAGSA requirement:
requirement:
–– You
You must
must charge
charge commercial
commercial customers
customers for
for
items
items onon the
the GSA
GSA price
price lists
lists aa higher
higher price
price for
for
those
those items
items than
than the
the prices
prices on
on the
the on
on GSA
GSA
price
price lists.
lists.
–– Validation
Validation occurs
occurs at
at order
order entry
entry and
and not
not at
at
price list setup.
price list setup.
1-22

Chapter 3 - Page 23
GSA (USA General Services Administration) Price Lists
GSA
GSA (USA
(USA General
General Services
Services
Administration)
Administration) Price
Price Lists
Lists
•• You
You control
control the
the use
use of
of GSA
GSAprice
price lists
lists by
by attaching
attaching
GSA
GSA customers
customers to to them
them asas qualifiers
qualifiers with
with
effectivity
effectivity dates.
dates.
•• Operates by:
Operates by:
–– Using
Using the
the Modifiers
Modifiers form
form with
with the
the application
application
method
method of of Newprice.
Newprice.
–– Creates
Creates aa discount
discount that
that adjusts
adjusts thethe base
base price
price
of
of an
an item
item to
to the
the GSA
GSA price.
price.
1-23

Chapter 3 - Page 24
Basic and Advanced Pricing: Price Lists
Basic
Basic and
and Advanced
Advanced Pricing:
Pricing:
Price
Price Lists
Lists
•• Qualifiers:
Qualifiers: Defaulted
Defaulted (seeded)
(seeded) // Unlimited
Unlimited
(seeded
(seeded and
and user-defined)
user-defined)
•• Pricing
Pricing attributes:
attributes: 1515 // 100
100
•• Secondary
Secondary price
price lists:
lists: One
One // Unlimited
Unlimited
•• Price
Price breaks:
breaks: No
No // Yes
Yes
1-24

Chapter 3 - Page 25
Review Question
Review
Review Question
Question
Which
Which concept
concept is
is not
not associated
associated with
with price
price lists?
lists?
1.
1. Rounding
Rounding factor
factor
2.
2. Sourcing
Sourcing rules
rules
3.
3. Currency
Currency
4.
4. Types
Types
1-25

Chapter 3 - Page 26
Review Question
Review
Review Question
Question
Which
Which concept
concept is
is not
not associated
associated with
with price
price lists?
lists?
1.
1. Rounding
Rounding factor
factor
2.
2. Sourcing
Sourcing rules
rules
3.
3. Currency
Currency
4.
4. Types
Types
1-26

Chapter 3 - Page 27
Price List Processes
Price
Price List
List Processes
Processes
•• Creating
Creating price
price lists
lists
•• Defining
Defining pricing
pricing attributes
attributes
•• Defining
Defining price
price breaks
breaks
•• Attaching
Attaching secondary price
secondary price lists
lists
•• Defining
Defining qualifiers
qualifiers
•• Deleting
Deleting price
price list
list information
information
•• Copying
Copying price
price lists
lists
•• Adjusting
Adjusting price
price lists
lists
•• Adding
Adding items
items to
to price
price lists
lists
•• Creating
Creating GSA
GSA price
price lists
lists
•• Creating
Creating GSA
GSA list
list qualifiers
qualifiers ®
1-27

Chapter 3 - Page 28
Price List Processes: Creating Price Lists
Price
Price List
List Processes:
Processes:
Creating
Creating Price
Price Lists
Lists
Use
Use the
the Creating
Creating Price
Price Lists
Lists process
process to
to create
create and
and
change
change price
price lists.
lists.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Price
Price Lists
Lists window
window and
and consult
consult Oracle
Oracle Applications
Applications
Help
Help for
for information
information about
about performing
performing the
the process.
process.
1-28
(N) (Pricing) Price Lists > Price List Setup

(Help) Oracle Pricing > Price Lists > Overview of Price Lists

Chapter 3 - Page 29
Price List Processes: Defining Pricing Attributes
Price
Price List
List Processes:
Processes:
Defining
Defining Pricing
Pricing Attributes
Attributes
Use
Use the
the Defining
Defining Pricing
Pricing Attributes
Attributes process
process to
to enter
enter
pricing
pricing attributes
attributes for
for price
price list
list lines.
lines.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Price
Price Lists
Lists window
window and
and consult
consult Oracle
Oracle Applications
Applications
Help
Help for
for information
information about
about performing
performing the
the process.
process.
1-29


Chapter 3 - Page 30
Price List Processes: Defining Price Breaks
Price
Price List
List Processes:
Processes:
Defining
Defining Price
Price Breaks
Breaks
Use
Use the
the Defining
Defining Price
Price Breaks
Breaks process
process to
to define
define the
the
price
price breaks
breaks for
for price
price list
list lines.
lines.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Price
Price Lists
Lists window
window and
and consult
consult Oracle
Oracle Applications
Applications
Help
Help for
for information
information about
about performing
performing the
the process.
process.
1-30


Chapter 3 - Page 31
Price List Processes: Attaching Secondary Price Lists
Price
Price List
List Processes:
Processes:
Attaching
Attaching Secondary
Secondary Price
Price Lists
Lists
Use
Use the
the Defining
Defining Secondary
Secondary PricePrice Lists
Lists process
process to
to
attach
attach secondary
secondary price
price list
list to
to aa price
price list.
list.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Price
Price Lists
Lists window
window and
and consult
consult Oracle
Oracle Applications
Applications
Help
Help for
for information
information about
about performing
performing the
the process.
process.
1-31


Chapter 3 - Page 32
Price List Processes: Defining Qualifiers
Price
Price List
List Processes:
Processes:
Defining
Defining Qualifiers
Qualifiers
Use
Use the
the Defining
Defining Qualifiers
Qualifiers process
process to
to attach
attach
qualifiers
qualifiers to
to price
price lists.
lists.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Price
Price Lists
Lists window
window and
and consult
consult Oracle
Oracle Applications
Applications
Help
Help for
for information
information about
about performing
performing the
the process.
process.
1-32


Chapter 3 - Page 33
Price List Processes: Deleting Price List Information
Price
Price List
List Processes:
Processes:
Deleting
Deleting Price List
List Information
Information
Use
Use the
the Deleting
Deleting Price
Price List
List Information
Information process
process to
to
delete
delete price
price lists.
lists.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Price
Price Lists
Lists window
window and
and consult
consult Oracle
Oracle Applications
Applications
Help
Help for
for information
information about
about performing
performing the
the process.
process.
1-33


Chapter 3 - Page 34
Price List Processes: Copying Price Lists
Price
Price List
List Processes:
Processes:
Copying
Copying Price
Price Lists
Lists
Use
Use the
the Copying
Copying Price
Price Lists
Lists process
process to
to create
create new
new
price
price lists
lists and
and to
to add
add items
items to
to existing
existing price
price lists
lists by
by
copying
copying from
from existing
existing price
price lists.
lists.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Copy Price List window and consult Oracle
Copy Price List window and consult Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-34
(N) (Pricing) Price Lists > Copy Price List

(Help) Oracle Pricing > Price Lists > Copying a Price List

Chapter 3 - Page 35
Price List Processes: Adjusting Price Lists
Price
Price List
List Processes:
Processes:
Adjusting
Adjusting Price
Price Lists
Lists
Use
Use the
the Adjusting
Adjusting Price
Price Lists
Lists process
process to
to adjust
adjust the
the
prices
prices on
on price
price lists.
lists.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Adjust
Adjust Price
Price List
List window
windowandand consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-35
(N) (Pricing) Price Lists > Adjust Price List

(Help) Oracle Pricing > Price Lists > Adjusting a Price List

Chapter 3 - Page 36
Price List Processes: Adding Items to Price Lists
Price
Price List
List Processes:
Processes:
Adding
Adding Items
Items to
to Price
Price Lists
Lists
Use
Use the
the Adding
Adding Items
Items to
to Price
Price Lists
Lists process
process to to add
add
items
items from
fromthe
the item
item master
master file
file to
to price
price lists.
lists.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the Add
Add
Items
Items to
to Price
Price List
List window
window and
and consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-36
(N) (Pricing) Price Lists > Add Items to Price List

(Help) Oracle Pricing > Price Lists > Adding Items to a Price List

Chapter 3 - Page 37
Price List Processes: Creating GSA Price Lists
Price
Price List
List Processes:
Processes:
Creating
Creating GSA
GSA Price Lists
Use
Use the
the Creating
Creating GSA
GSA Price
Price Lists
Lists process
process to
to create
create
GSA
GSA (USA
(USA General
General Services
Services Administration)
Administration) price
price
lists
lists for
for GSA
GSA customers.
customers.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate toto the
the
Define Modifier - Define GSA Price window
Define Modifier - Define GSA Price window and and
consult
consult Oracle
Oracle Applications
Applications Help
Help for
for information
information
about performing the process.
1-37
(N) (Pricing) Price Lists > GSA Pricing Setup

(Help) Oracle Pricing > Price Lists > Creating a GSA Price List

Chapter 3 - Page 38
Price List Processes: Creating GSA List Qualifiers
Price
Price List
List Processes:
Processes:
Creating
Creating GSA
GSA List
List Qualifiers
Qualifiers
Use
Use the
the Creating
Creating GSA
GSA List
List Qualifiers
Qualifiers process
process toto
attach
attach multiple
multiple GSA
GSA customers
customers asas qualifiers
qualifiers to
to GSA
GSA
price
price lists.
lists.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate toto the
the
Define Modifier - Define GSA Price window
Define Modifier - Define GSA Price window and and
consult
consult Oracle
Oracle Applications
Applications Help
Help for
for information
information
1-38
(N) (Pricing) Price Lists > GSA Pricing Setup (B) List Qualifiers
(Help) Oracle Pricing > Price Lists > Creating a GSA Price List

Chapter 3 - Page 39
Review Question
Review
Review Question
Question
Which
Which structures
structures can
can you
you not
not attach
attach to
to aa price
price list
list
header?
header?
1.
1. Breaks
Breaks
2.
2. Lines
Lines
3.
3. Secondary
Secondary lists
lists
4.
4. Defaulting
Defaulting conditions
conditions
1-39

Chapter 3 - Page 40
Review Question
Review
Review Question
Question
Which
Which structure
structure can
can you
you not
not attach
attach to
to aa price
price list
list
header?
header?
1.
1. Breaks
Breaks
2.
2. Lines
Lines
3.
3. Secondary
Secondary lists
lists
4.
4. Defaulting
Defaulting conditions
conditions
1-40

Chapter 3 - Page 41
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing engine
engine
•• Flexible
Flexible attribute
attribute mapping
mapping
•• Qualifiers
Qualifiers
•• Price
Price lists
lists
•• Formulas
Formulas
•• Modifiers
Modifiers
•• Agreements
Agreements
•• Reports
Reports
•• Conclusion
Conclusion
®
1-41

Chapter 3 - Page 42
Formulas: Overview
Formulas:
Formulas:
Overview
Overview
•• Replaces
Replaces pricing
pricing rules
rules from
from Oracle
Oracle Applications
Applications
Release
Release 11
11
•• Algebraic
Algebraic expressions
expressions used
used to
to drive
drive fixed
fixed prices
prices
based
based on
on formula
formula components
components
1-42

Chapter 3 - Page 43
Formulas: Component Types
Formulas:
Formulas:
Component
Component Types
Types
•• Numeric
Numeric constant
constant
•• Function
Function
•• List
List price
price
•• Price
Price list
list line
line
•• Pricing
Pricing attribute
attribute
•• Factor
Factor list
list
1-43

Chapter 3 - Page 44
Formulas: Numeric Constant Component Type
Formulas:
Formulas:
Numeric
Numeric Constant
Constant Component
Component Type
Type
A
A numeric
numeric value
value
1-44

Chapter 3 - Page 45
Formulas: Function Component Type
Formulas:
Formulas:
Function
Function Component
Component Type
Type
•• Hook:
Hook: GET_CUSTOM_PRICE
GET_CUSTOM_PRICE
•• Retrieve
Retrieve price
price from
fromexternal
external system
system
•• You
You create
create program
program logic
logic as
as aa PL/SQL
PL/SQL package
package
•• Returns
Returns numeric
numeric value
value
1-45

Chapter 3 - Page 46
Formulas: List Price Component Type
Formulas:
Formulas:
List
List Price
Price Component
Component Type
Type
Uses
Uses the
the price
price of
of an
an item
item to
to which
which the
the formula
formula is
is
attached.
attached.
1-46

Chapter 3 - Page 47
Formulas: Price List Line Component Type
Formulas:
Formulas:
Price
Price List
List Line
Line Component
Component Type
Type
Price
Price of
of the
the item
item on
on aa specific
specific line
line of
of another
another price
price list
list
1-47

Chapter 3 - Page 48
Formulas: Pricing Attribute Component Type
Formulas:
Formulas:
Pricing
Pricing Attribute
Attribute Component
Component Type
Type
•• Absolute
Absolute value
value of
of pricing
pricing attributes
attributes
•• Characteristics
Characteristics of of aa product
product that
that determine
determine its
its
price,
price, for
for example:
example:
–– Distance
Distance
–– Age
Age ofof related
related product
product
–– Customer
Customer class
class
–– Product
Product family
family
–– Level
Level of
of service
service
1-48

Chapter 3 - Page 49
Formulas: Pricing Attribute Component Type
Formulas:
Formulas:
Pricing
Pricing Attribute
Attribute Component
Component Type
Type
Example:
Example:
•• Formula
Formula == 11 xx 22
–– 1:
1: Pricing
Pricing attribute
attribute for
for thickness
thickness of
of glass
glass item
item
–– 2: Base price of glass
2: Base price of glass itemitem
•• Pricing
Pricing request:
request:
–– 1:
1: 0.3
0.3 mm
mm
–– 2:
2: 100
100 currency
currency units
units
•• Calculation:
Calculation: 11 xx 22 =
= 0.3
0.3 xx 100
100 =
= 30
30 currency
currency units
units
1-49

Chapter 3 - Page 50
Formulas: Factor List Component Type
Formulas:
Formulas:
Factor
Factor List
List Component
Component Type
Type
•• A
A list
list of
of factors
factors that
that you
you can
can link
link to
to multiple
multiple
pricing
pricing attributes
attributes oror aa range
range of
of these
these attributes.
attributes.
•• The
The pricing
pricing engine
engine evaluates
evaluates the the formula:
formula:
–– Determines
Determines into into which
which range
range thethe pricing
pricing
attribute falls
attribute falls
–– Chooses
Chooses the the appropriate
appropriate factor
factor
1-50

Chapter 3 - Page 51
Formulas: Factor List Component Type
Formulas:
Formulas:
Factor
Factor List
List Component
Component Type
Type
Example
Example of
of single
single factor:
factor:
•• Thickness
Thickness 0.1
0.1 mm
mm –– 0.3
0.3 mm:
mm: Factor
Factor 33
•• Thickness
Thickness 0.4
0.4 mm
mm –– 0.8
0.8 mm:
mm: Factor
Factor 55
••Thickness
Thickness greater
greater than
than 0.8
0.8 mm:
mm: Factor
Factor 77
Example
Example of
of multiple
multiple factors:
factors:
•• Thickness
Thickness between
between 0.1
0.1 mm
mm and
and 0.3
0.3 mm
mm and
and length
length
is
is between
between 0.5
0.5 mm
mmand
and 22 m:
m: Factor
Factor 33
or
or
•• Thickness
Thickness between
between 0.4
0.4 mm
mm and
and 0.8
0.8 mm
mm and
and length
length
between 0.5 m and 2 m: Factor
between 0.5 m and 2 m: Factor 5 5
1-51

Chapter 3 - Page 52
Formulas: Linking
Formulas:
Formulas:
Linking
Linking
•• Link
Link formulas
formulas to:to:
–– Price
Price list
list lines
lines
–– Modifier
Modifier lines
lines
•• Do
Do not enter the
not enter the base
base price
price except
except for
for the
the list
list price
price
component type
component type
1-52

Chapter 3 - Page 53
Formulas: Static and Dynamic
Formulas:
Formulas:
Static
Static and
and Dynamic
Dynamic
Apply
Apply formulas:
formulas:
•• Statically:
Statically: Before
Before submitting
submitting pricing
pricing requests,
requests,
execute
execute aa concurrent
concurrent process
process to to evaluate
evaluate the
the
formula
formula and
and calculate
calculate aa list
list price
price for
for the
the item
item on
on
the price list.
the price list.
•• Dynamically:
Dynamically: Each
Each time
time the
the pricing
pricing engine
engine
receives
receives a pricing request, it evaluates
a pricing request, it evaluates the
the formula
formula
and
and calculates
calculates aa list
list price
price for
for the
the item.
item.
1-53

Chapter 3 - Page 54
Basic and Advanced Pricing: Formulas
Basic
Basic and
and Advanced
Advanced Pricing:
Pricing:
Formulas
Formulas
•• Components
Components
–– Numeric
Numeric constant
constant
–– Pricing
Pricing attribute
attribute
–– Factor list
Factor list
–– Function
Function
–– List
List price
price
–– Price
Price list
list line
line
•• Generation
Generation
–– Static
Static
–– Dynamic
Dynamic
®
1-54

Chapter 3 - Page 55
Formula Processes
Formula
Formula Processes
Processes
•• Creating
Creating aa pricing
pricing formula
formula
•• Defining
Defining factor
factor list
list details
details
•• Updating
Updating formula
formula prices
prices
1-55

Chapter 3 - Page 56
Formula Processes: Creating a Pricing Formula
Formula
Formula Processes:
Processes:
Creating
Creating aa Pricing
Pricing Formula
Formula
Use
Use the
the Creating
Creating aa Pricing
Pricing Formula
Formula process
process to
to create
create
and
and change
change formulas.
formulas.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Pricing Formulas window and consult Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-56
(N) (Pricing) Pricing Formulas > Formulas Setup

(Help) Oracle Pricing > Formulas > Overview of Formulas

Chapter 3 - Page 57
Formula Processes: Defining Factor List Details
Formula
Formula Processes:
Processes:
Defining
Defining Factor
Factor List
List Details
Details
Use
Use the
the Defining
Defining Factor
Factor List
List Details
Details process
process to
to enter
enter
the
the factors
factors for
for the
the factor
factor list
list formula
formula component
component type.
type.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-57
(N) (Pricing) Pricing Formulas > Formulas Setup

(Help) Oracle Pricing > Formulas > Overview of Formulas

Chapter 3 - Page 58
Formula Processes: Updating Formula Prices
Formula
Formula Processes:
Processes:
Updating
Updating Formula
Formula Prices
Prices
Use
Use the
the Updating
Updating Formula
Formula Prices
Prices process
process toto set
set list
list
prices
prices for
for items
items with
with static
static formulas
formulas prior
prior to
to order
order
entry.
entry.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Update Formula Prices window and consult Oracle
Update Formula Prices window and consult Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-58
(N) (Pricing) Pricing Formulas > Update Formula Prices

(Help) Oracle Pricing > Formulas > Updating Formula Prices

Chapter 3 - Page 59
Review Question
Review
Review Question
Question
What
What does
does the
the process
process Update
Update Formula
Formula Prices
Prices do?
do?
1.
1. Creates
Creates factor
factor lists
lists
2.
2. Updates
Updates price
price list
list line
line prices
prices
3.
3. Links
Links formulas to price list
formulas to price list lines
lines
4.
4. Updates pricing rules
Updates pricing rules
1-59

Chapter 3 - Page 60
Review Question
Review
Review Question
Question
What
What does
does the
the process
process Update
Update Formula
Formula Prices
Prices do?
do?
1.
1. Creates
Creates factor
factor lists
lists
2.
2. Updates
Updates price
price list
list line
line prices
prices
3.
3. Links
Links formulas to price list
formulas to price list lines
lines
4.
4. Updates pricing rules
Updates pricing rules
1-60

Chapter 3 - Page 61
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing engine
engine
•• Flexible
Flexible attribute
attribute mapping
mapping
•• Qualifiers
Qualifiers
•• Price
Price lists
lists
•• Formulas
Formulas
•• Modifiers
Modifiers
•• Agreements
Agreements
•• Reports
Reports
•• Conclusion
Conclusion
®
1-61

Chapter 3 - Page 62
Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
howto:
to:
•• Explain
Explain the
the pricing
pricing features
features and
and functions
functions of
of
•• Execute
Execute common
common pricing
pricing processes
Oracle
Applications
release 11i.1.
11i.1.
1-62

Chapter 3 - Page 63
Chapter 4

Chapter 4 - Page 1
Manage
Manage Pricing,
Pricing, Part
Part 3
3
Oracle
Oracle Applications
Release 11i
11i

Chapter 4 - Page 2
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing engine
engine
•• Flexible
Flexible attribute
attribute mapping
mapping
•• Qualifiers
Qualifiers
•• Price
Price lists
lists
•• Formulas
Formulas
•• Modifiers
Modifiers
•• Agreements
Agreements
•• Reports
Reports
•• Conclusion
Conclusion
®
1-2

Chapter 4 - Page 3
Using
Applications Help
Help
1.
1. Navigate
Navigate to to the
the Oracle
Oracle Applications
Navigator.
2.
2. Select
from the
the menu
menu bar.
bar.
The
The Oracle
Oracle Applications
Applications Help
Help window
displayed.
3.
3. Enter
Enter your
your search
search criteria,
criteria, enclosed
enclosed within
within
quotation
and click
click Find.
Find.
Oracle
topics
that
that meet
meet your
your search
search criteria.
criteria.
4.
4. Click
Click aa topic
topic to
to view
view detailed
information.
Note:
Note: Click
Click Search
Search Instructions
Instructions for
for help
help with
with
searching
searching Oracle
Oracle Applications
Applications Help.
Help.
1-3

Chapter 4 - Page 4
Using
Using Oracle
Oracle Applications
Applications Help
Help Within
Within aa
Window
Window
1.
1. Open
Open aa window
windowin in the
the application
application you
you are
are using.
using.
2.
2. Select
from the
the menu
menu bar.
bar.
Oracle
Oracle Applications
Applications Help
Help displays
displays detailed
detailed
information
information about
about the
the window
opened,
including
instructions for
for entering
entering
1-4

Chapter 4 - Page 5
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing engine
engine
•• Flexible
Flexible attribute
attribute mapping
mapping
•• Qualifiers
Qualifiers
•• Price
Price lists
lists
•• Formulas
Formulas
•• Modifiers
Modifiers
•• Agreements
Agreements
•• Reports
Reports
•• Conclusion
Conclusion
®
1-5

Chapter 4 - Page 6
Pricing
Pricing Business
Business Scenario
Scenario
•• The
The customer
customer places
places an
an order
order through
through Oracle
Oracle
Order
Order Management,
Management, the
the calling
calling application
application (also
(also
known
known asas source
source system)
system)
•• Order
Order Management
Management passes
passes the
the following
following pricing
pricing
request:
request:
–– Customer:
Customer: ABC
ABCComputers
Computers
–– Territory:
Territory: Western
Western region
region
–– Order
Order lines:
lines:
–– Item:
Item: Computer,
Computer, Quantity:
Quantity: 11
–– Product
Product group:
group: Computer
Computer
–– Warranty:
Warranty: Gold
Gold service
service
–– Item:
Item: Monitor,
Monitor, Quantity:
Quantity: 15
15
–– Product
group: Computer ®
1-6


Chapter 4 - Page 7
Modifiers
Modifiers
Modifiers
INPUT Price Lists OUTPUT
Corporate Price List: Computer 275.00
Corporate Price List: Gold Service 27.50
Promotion Price List: Monitor, Qty 15 475.00
Qualifiers
Modifiers
Attributes
Item: Monitor Computer Promotion: 5% Discount 13.75
Product Group: Computer Computer Promotion: Free Printer
100% Discount on 100.00
PRICING ENGINE
®
1-7

Chapter 4 - Page 8
Modifiers: Overview
Modifiers:
Modifiers:
Overview
Overview
Modifier Lists Product/
Attributes
Product Groups
Qualifiers
Modifiers Incompatibility
Phase
Group
Level Buckets
Volume Additional Get/

Benefits
Breaks Buy Products
®
1-8

Chapter 4 - Page 9
Modifiers: Overview
Modifiers:
Modifiers:
Overview
Overview
Modifier Lists
•Discount List
•Promotion
•Deal
•Surcharge List
•Freight Charges
Qualifiers
Modifiers Product/
Product Groups
Attributes
•Discount
•Surcharge Phase
Incompatibility
Group
•Other Item Discount
•Promotional Goods Level Buckets
•Item Upgrade
•Terms Substitution
•Freight/Special Charges
Volume Additional Get/ Benefits

Breaks Buy Products
1-9

Chapter 4 - Page 10
Modifiers: Overview
Modifiers:
Modifiers:
Overview
Overview
Product/
Attributes
Modifier Lists
Product Groups
Qualifiers
Phase Incompatibility
Modifiers
•Line adjustment Group
•All adjustments •Exclusive
•Charges •Level 1
•Level 2
Level
•Line Buckets
•Group of lines •Level 1
•Order •Level 2
Volume Additional Get/ Benefits

Breaks Buy Products
1-10

Chapter 4 - Page 11
Modifiers: Overview
Modifiers:
Modifiers:
Overview
Overview
Modifier Lists Product/
Attributes
Product Groups
Qualifiers
Modifiers Incompatibility
Phase
Group
Level Buckets
Volume Additional Get/

Benefits
Breaks Buy Products
®
1-11

Chapter 4 - Page 12
Modifiers: Concepts
Modifiers:
Modifiers:
Concepts
Concepts
•• Set
Set up
up price
price adjustments,
adjustments, benefits,
benefits, freight
freight and
and
special
special charges,
charges, simple
simple discounts
discounts and
and surcharges,
surcharges,
and
and advanced
advanced deals
deals andand promotions.
promotions.
•• Modifier
Modifier lists
lists contain
contain oneone or
or more
more modifiers.
modifiers.
•• Modifiers
Modifiers have
have list-level
list-level and
and line-level
line-level components
components
•• Qualifiers
Qualifiers at
at the
the list
list and
and line
line levels
levels define
define aa
customer’s
customer’s eligibility
eligibility for
for the
the modifier.
modifier.
1-12

Chapter 4 - Page 13
Modifiers: Concepts
Modifiers:
Modifiers:
Concepts
Concepts
•• Benefits
Benefits provided
provided through:
through:
–– Invoices
Invoices
–– Accruals
Accruals
–– Free
Free goods
goods or
or other
other discounted
discounted items
items
1-13

Chapter 4 - Page 14
Modifiers: Concepts
Modifiers:
Modifiers:
Concepts
Concepts
•• Discounting
Discounting by:
by:
–– Percent,
Percent, amount,
amount, new
new price,
price, lump
lump sum
sum
–– Price
Price breaks:
breaks: Point
Point and
and range
range
–– Factors
Factors
–– Formulas
Formulas
•• Multiple
Multiple discounting
discounting methods:
methods:
–– Tiered
Tiered (cascading,
(cascading, cumulative),
cumulative), additive,
additive,
chained,
chained, fixed
fixed price,
price, and
and percentage
percentage
–– Product
Product family,
family, group
group of
of products
products
–– Any user-defined qualifier
Any user-defined qualifier
®
1-14

Chapter 4 - Page 15
Modifiers: Concepts
Modifiers:
Modifiers:
Concepts
Concepts
Deals
Deals and
and promotions:
promotions:
•• Buy
Buy A A and
and B,
B, get
get C
Cat
at x%
x% off
off and
and DD at
at yy currency
currency
units
units
•• Accruals/off-invoice:
Accruals/off-invoice: Value,
Value, weight,
weight, volume,
volume,
mileage,
mileage, user-defined.
user-defined. For
For example,
example, frequent
frequent
buyer
buyer points.
points.
•• Incompatible:
Incompatible: Promotions
Promotions that
that you
you do
do not
not wish
wish to
to
offer together, for example, a customer is eligible
offer together, for example, a customer is eligible
for
for two
two promotions
promotions each
each of
of which
which offers
offers aa 10%
10%
discount.
discount.
•• Exclusivity:
Exclusivity: You
You wish
wish to
to offer
offer this
this promotion
promotion and and
only
only this
this promotion.
promotion.
1-15

Chapter 4 - Page 16
Modifiers: Concepts
Modifiers:
Modifiers:
Concepts
Concepts
•• Effectivity
Effectivity
–– Header
Header level
level
–– Line level
Line level
–– By
By order
order date
date and
and ship
ship date
date
1-16

Chapter 4 - Page 17
Modifiers: List Types
Modifiers:
Modifiers:
List
List Types
Types
•• Discount
Discount
•• Surcharge
Surcharge
•• Freight/Special
Freight/Special Charges
Charges
•• Promotion
Promotion
•• Deal
Deal
1-17

Chapter 4 - Page 18
Modifiers: Line Types
Modifiers:
Modifiers:
Line
Line Types
Types
Discount 10% off item A
10% surcharge for purchase

Surcharge
of under 100 units of item A
Freight/Special Charge 450 currency unit freight cost

on entire order
1-18
Modifier List Types

• Discount: Creates a negative price adjustment.
• Surcharge: Creates a positive price adjustment.
• Freight/special charge

Chapter 4 - Page 19
Modifiers:
Modifiers:
Line
Line Types
Types
For the price of 100 ml of item A

Item Upgrade
get 200 ml of item B
Purchase over 1000 currency

units on entire order, receive
Terms Substitution
30/60/90 terms instead of
NET 30 terms
Buy items A , B, and C;

Other Item Discount
get 20% off item A
1-19
Modifier List Types

• Item upgrade: Replaces a specific item ordered with another item for the
same price.
• Terms substitution: Replaces freight charges, shipping charges, and payment
terms with typically more favorable charges.
• Other item discount: Gives a price adjustment or benefit to a specified item
on an order when the customer orders one or more other items on the same
order.

Chapter 4 - Page 20
Modifiers:
Modifiers:
Line
Line Types
Types
Promotional Goods Buy one item A and one item B;
get one item C at 20% off
Buy over 1000 currency units,

Coupon Issue receive a coupon for 100 currency
units off a future purchase
Price Break Point: Order 150 item A, receive

150 item A @ 75 currency
• 1-100 units item A, 100
units each
currency units each
• 101-500 units item A, 75 Range: Order 150 units item A,
currency units each receive 100 item A @ 100
• More than 500 units item currency units each and 50 item
A, 50 currency units each A @ 75 currency units each
®
1-20
Modifier List Types

• Promotional goods: Adds a new item with a price adjustment or benefit when
the customer orders one or more other items on the same order.
• Coupon issue: Issues a coupon on one order for the customer to redeem for a
price adjustment or benefit on a later order.
• Price break: Applies a variable discount or surcharge price adjustment to a
pricing request. You can use both point and range type breaks.

Chapter 4 - Page 21
Modifiers: List Type/Line Type Relationships
Modifiers:
Modifiers:
List
List Type/Line
Type/Line Type
Type Relationships
Relationships
List Type Disc Surch Frt/Spec Promo Deal
Line Type
Discount X X X
Surcharge X X X X
Freight/Special Chg X
Price Break Header X X X X
Item Upgrade X X
Other Item Discount X X
Terms Substitution X X
Promotional Goods X X
Coupon Issue X X
®
1-21

Chapter 4 - Page 22
Review Question
Review
Review Question
Question
What
What modifier
modifier do
do you
you use
use ifif you
you want
want to
to give
give the
the
customer
customer an
an additional,
additional, bonus
bonus item
item if
if they
they order
order
another
another one
one of
of your
your items?
items?
1.
1. Promotional
Promotional goods
goods
2.
2. Other
Other item
item discount
discount
3.
3. Item
Item upgrade
upgrade
4.
4. Item
Item attribute
attribute
1-22

Chapter 4 - Page 23
Review Question
Review
Review Question
Question
What
What modifier
modifier do
do you
you use
use ifif you
you want
want to
to give
give the
the
customer
customer an
an additional,
additional, bonus
bonus item
item if
if they
they order
order
another
another one
one of
of your
your items?
items?
1.
1. Promotional
Promotional goods
goods
2.
2. Other
Other item
item discount
discount
3.
3. Item
Item upgrade
upgrade
4.
4. Item
Item attribute
attribute
1-23

Chapter 4 - Page 24
Modifiers: Control Features
Modifiers:
Modifiers:
Control
Control Features
Features
•• Events:
Events: Periods
Periods of
of time
time within
within the
the order
order flow
flow
•• Phases:
Phases: Groups
Groups of
of pricing
pricing activities
activities performed
performed at at
same time
same time
Incompatibility processing:
processing: Sorting
Sorting out
out multiple
multiple
modifiers
modifiers that
that the
the pricing
pricing engine
engine may
may not
not apply
apply
same
same time
time
•• Buckets:
Buckets: Groupings
Groupings ofof modifiers
modifiers that
that allow
allow
cascading
cascading discounts
discounts byby controlling
controlling subtotals
subtotals
•• Accruals:
Accruals: Benefits
Benefits that
that customers
customers can can use
use later
later
1-24

Chapter 4 - Page 25
Modifiers: Events and Phases
Modifiers:
Modifiers:
Events
Events and
and Phases
Phases
Order Flow
Events
Modifiers
Phase 0 Phase 1
1-25

Chapter 4 - Page 26
Modifiers: Event/Phase Mapping
Modifiers:
Modifiers:
Event/Phase
Event/Phase Mapping
Mapping

Mapping
Enter Order Line uses

0 List Line Base Price
1 List Line Adjustment
Book Order uses

Save Order uses

3 All Lines Adjustment
4 Header Level Adjustment
1-26

Chapter 4 - Page 27
Modifiers: Event/Phase Mapping
Modifiers:
Modifiers:
Event/Phase
Event/Phase Mapping
Mapping

Mapping

Corporate Price List: Computer
Promotion Price List: Monitors
Corporate Promotion: 5% discount
Computer Promotion: Free printer
Book Order uses 2 List Line Adjustment
Corporate Price List: Gold Service
1-27

Chapter 4 - Page 28
Modifiers: Incompatibility Processing
Modifiers:
Modifiers:
Incompatibility
Incompatibility Processing
Processing
•• Incompatible
Incompatible modifier:
modifier: Modifiers
Modifiers that
that you
you do
do not
not
want
want the
the pricing
pricing engine
engine to
to apply
apply to
to an
an order
order or
or
order
order line
line together.
together.
Incompatibility groups:
groups:
–– Assign
Assign incompatibility
incompatibility levels
levels to
to modifier
modifier lines.
lines.
–– The
The pricing
pricing engine
engine uses
uses incompatibility
incompatibility
processing
processing to to resolve
resolve incompatible
incompatible modifiers.
modifiers.
1-28

Chapter 4 - Page 29
Modifiers:
Modifiers:
Incompatibility
Processing
Incompatibility processing
processing occurs
occurs when:
when:
–– A
A customer
customer isis eligible
eligible for
for more
more than
than one
one
modifier
modifier
–– The
The modifiers
modifiers are
are assigned
assigned to
to the
the same
same
incompatibility group
•• Assign
Assign multiple
multiple incompatibility
levels to
to each
each
pricing
pricing phase.
phase.
•• Create
Create modifier
modifier lines
lines and
and assign
assign each
each modifier
modifier to
to aa
phase
phase and
and assign
assign itit an
an incompatibility
incompatibility level.
level.
1-29

Chapter 4 - Page 30
Modifiers:
Modifiers:
Incompatibility
Processing
•• The
The pricing
pricing engine
engine applies
applies only
only one
one modifier
modifier for
for
each
each incompatibility
incompatibility level
level and
and phase
phase combination.
combination.
•• It
It resolves
resolves incompatibility
incompatibility by by one
one of
of the
the following
following
methods:
methods:
–– Selecting
Selecting the
the modifier
modifier with
with the
the highest
highest
precedence
precedence (the lowest precedence number)
(the lowest precedence number)
and
and applying
applying itit to
to the
the base
base price
price of
of an
an item
item
–– Using
Using the
the best
best price
price feature
feature
1-30

Chapter 4 - Page 31
Modifiers:
Modifiers:
Incompatibility
Processing
•• You
You can
can create
create one
one exclusive
exclusive modifier
modifier in
in each
each
pricing
pricing phase.
phase.
•• If
If the
the pricing
pricing engine
engine encounters
encounters an
an exclusive
exclusive
modifier,
modifier, itit suspends
suspends incompatibility
incompatibility pricing
pricing for
for
the
the phase
phase andand applies
applies only
only the
the exclusive
exclusive modifier.
modifier.
1-31

Chapter 4 - Page 32
Modifiers: Incompatibility Processing Scenario
Modifiers:
Modifiers:
Incompatibility
Processing Scenario
Scenario
Modifier Phase Inc Level Precedence Applies?
5% discount 30 1 260 No
10% promotion 30 1 240 Yes
Free promo printer 30 2 260 Yes
100 c.u. off-invoice 30 3 200 Yes
200 c.u. adv allow 30 4 240 Yes
25 c.u. deal 40 1 260 Yes
c.u. = Currency Unit

®
1-32

Chapter 4 - Page 33
Modifiers:
Modifiers:
Incompatibility
Processing
200 currency unit

100 currency
Level 3
units off-invoice
Phase 30
Free Promotion Printer Level 2

1-33

Chapter 4 - Page 34
Modifiers:
Modifiers:
Incompatibility
Processing
Exclusivity
200 currency unit

100 currency Exclusive

units off-invoice Level 3
Phase 30 15%
Negotiated
Free Promotion Printer Level 2 Discount

1-34

Chapter 4 - Page 35
Modifiers:
Modifiers:
Incompatibility
Processing
Select
Incompatibility Groups Modifier
Free Promotion Level 2 Free Printer -

Printer Promotion
Phase 30 5% Discount
(Precedence 260)
Level 1 10% Promotion
(Precedence 240)
Lowest
Precedence
1-35

Chapter 4 - Page 36
Modifiers: Buckets
Modifiers:
Modifiers:
Buckets
Buckets
•• Assign
Assign modifiers
modifiers to
to buckets
buckets to
to create
create cascading
cascading
price
price adjustments.
adjustments.
•• The
The pricing
pricing engine:
engine:
–– Calculates
Calculates percent
percent type
type modifiers
modifiers using
using the
the
previous bucket’s subtotal
previous bucket’s subtotal
–– Sums
Sums all
all bucket
bucket modifier
modifier values
values to
to create
create aa
bucket
bucket subtotal
subtotal
1-36

Chapter 4 - Page 37
Modifiers: Bucket Scenario
Modifiers:
Modifiers:
Bucket
Bucket Scenario
Scenario
The
The following
following scenario
scenario shows
shows an
an example
example of
of how
how the
the
pricing
pricing engine
engine uses
uses buckets
buckets and
and their
their modifiers
modifiers to
to
calculate
calculate the
the final
final selling
selling price.
price.
In
In the
the scenario,
scenario, the
the base
base list
list price
price is
is 10
10 currency
currency
units
units and the pricing engine calculates a final
and the pricing engine calculates a final
selling
selling price
price of
of 6.75
6.75 currency
currency units.
units.
1-37

Chapter 4 - Page 38
Modifiers: Buckets
Modifiers:
Modifiers:
Buckets
Buckets
Buckets
Bucket 0
10.00
List Price = 10.00 currency units (c.u.)
c.u.
Bucket 1
• Amount Discount = 1.50 c.u. 7.50
• Percent Discount = 10% c.u.
Bucket 2
6.75
Percent Discount = 10%
c.u.
1-38

Chapter 4 - Page 39
Modifiers: Buckets
Modifiers:
Modifiers:
Buckets
Buckets
•• The
The pricing
pricing engine
engine applies
applies manual
manual modifiers
modifiers toto the
the
null
null bucket.
bucket. It:
It:
–– Calculates
Calculates percent
percent discounts
discounts using
using the
the list
list
price.
price.
–– Sums
Sums all
all bucket
bucket modifier
modifier values
values to
to create
create aa
bucket subtotal
bucket subtotal
–– Applies
Applies the
the subtotal
subtotal after
after the
the last
last numbered
numbered
bucket.
bucket.
1-39

Chapter 4 - Page 40
Modifiers: Bucket Scenario
Modifiers:
Modifiers:
Bucket
Bucket Scenario
Scenario
The
The following
following scenario
scenario shows
shows an
an example
example of
of how
how the
the
pricing
pricing engine
engine uses
uses buckets
buckets and
and their
their modifiers
modifiers to
to
calculate
calculate the
the final
final selling
selling price.
price.
In
In the
the scenario,
scenario, the
the base
base list
list price
price is
is 100
100 currency
currency
units
units and the pricing engine calculates a final
and the pricing engine calculates a final
selling
selling price
price of
of 66.20
66.20 currency
currency units.
units.
1-40

Chapter 4 - Page 41
Modifiers: Buckets Scenario
Modifiers:
Modifiers:
Buckets
Buckets Scenario
Scenario
Bkt Modifier Price Adj Bkt Subtot Sell Price
100.00
1 2% discount (2.00)
1 5 c. u. discount (5.00)
1 (7.00) 93.00
2 5 c. u. discount (5.00)
2 (5.00) 88.00
®
1-41

Chapter 4 - Page 42
Modifiers: Buckets Scenario
Modifiers:
Modifiers:
Buckets
Buckets Scenario
Scenario
3 2 c. u. surcharge 2.00 88.00
3 10% discount (8.80)
3 (6.80) 81.20
Null 5% discount (5.00)
Null 10 c. u. discount (10.00)
Null (15.00) 66.20
1-42

Chapter 4 - Page 43
Modifiers: Accruals
Modifiers:
Modifiers:
Accruals
Accruals
•• Types:
Types:
–– Monetary
Monetary
–– Non-monetary:
Non-monetary: For For example,
example, thethe customer
customer
accrues
accrues 10 airline frequent flyer credits
10 airline frequent flyer credits for
for
each
each item
item they
they purchase.
purchase.
•• The
The pricing
pricing engine
engine uses
uses them
them in
in price
price calculations
calculations
and
and passes
passes them
them to
to the
the calling
calling application.
application.
1-43

Chapter 4 - Page 44
Modifiers: Accruals
Modifiers:
Modifiers:
Accruals
Accruals
•• Do
Do not
not affect
affect the
the selling
selling price
price of
of an
an order
order line
line
•• Do
Do not
not appear
appear asas chargeable
chargeable items
items on
on invoices
invoices
•• Create
Create an
an adjustment
adjustment record
record in
in the
the database
database
1-44

Chapter 4 - Page 45
Modifiers: Accruals
Modifiers:
Modifiers:
Accruals
Accruals
•• You
You can:
can:
–– Assign
Assign expiration
expiration dates
dates to
to accruals
accruals
–– Mark
Mark accruals
accruals redeemed
redeemed
–– Use
Use buckets with monetary
buckets with monetary accruals
accruals
1-45

Chapter 4 - Page 46
Modifiers: Accruals Scenario
Modifiers:
Modifiers:
Accruals
Accruals Scenario
Scenario
100.00
1 (7.00) 93.00
2 (5.00) 88.00
3 (6.80) 81.20
Null (15.00) 66.20
1 10% accrual (10.00)
1 5% accrual (5.00)
2 10% accrual (9.30)

®
1-46

Chapter 4 - Page 47
Review Question
Review
Review Question
Question
What
What modifier
modifier control
control feature
feature groups
groups modifiers
modifiers to
to
create
create subtotals?
subtotals?
1.
1. Buckets
Buckets
2.
2. Phases
Phases
3.
3. Incompatibility
Incompatibility levels
levels
4.
4. Events
Events
1-47

Chapter 4 - Page 48
Review Question
Review
Review Question
Question
What
What modifier
modifier control
control feature
feature groups
groups modifiers
modifiers to
to
create
create subtotals?
subtotals?
1.
1. Buckets
Buckets
2.
2. Phases
Phases
3.
3. Incompatibility
Incompatibility levels
levels
4.
4. Events
Events
1-48

Chapter 4 - Page 49
Basic and Advanced Pricing: Modifiers
Basic
Basic and
and Advanced
Advanced Pricing:
Pricing:
Modifiers
Modifiers
•• Line
Line types
types
–– Discount
Discount
–– Surcharge
Surcharge
–– Price
Price break
break
–– Freight/special
Freight/special charge
charge
–– Item
Item upgrade
upgrade
–– Terms
Terms substitution
substitution
–– Other
Other item
item discount
discount
–– Promotional
Promotional goods
goods
–– Coupon issue
Coupon issue
•• Price
Price list
list independent
independent ®
1-49

Chapter 4 - Page 50
Basic and Advanced Pricing: Modifiers
Basic
Basic and
and Advanced
Advanced Pricing:
Pricing:
Modifiers
Modifiers
•• Level:
Level: Order,
Order, line,
line, group
group of
of lines
lines
•• Qualifiers:
Qualifiers: Limited
Limited (seeded)
Unlimited (seeded
(seeded
and
and user-defined)
user-defined)
•• Attributes:
Attributes: Limited
Limited (seeded)
Unlimited (seeded
(seeded
and user-defined)
and user-defined)
•• Price
Price breaks:
breaks: Point,
Point, range,
range, recurring
recurring
•• Buckets
Buckets
•• Phases
Phases
Incompatibility
•• Formulas
Formulas
•• Exclude
Exclude items
items ®
1-50

Chapter 4 - Page 51
Modifier Processes
Modifier
Modifier Processes
Processes
•• Creating
Creating modifier
modifier lists
lists
•• Creating
Creating list-level
list-level qualifiers
qualifiers
•• Entering
Entering basic
basic modifier
modifier line
line information
information
•• Entering
Entering discount
discount and
and charge
charge information
information
•• Entering
Entering freight
freight charge
charge information
information
•• Entering
Entering item
item upgrade
upgrade information
information
•• Entering
Entering terms
terms substitution
substitution information
information
•• Entering
Entering coupon
coupon issue
issue information
information
•• Entering
Entering other
other item
item discount
discount and
and promotions
promotions
information
information
®
1-51

Chapter 4 - Page 52
Modifier Processes
Modifier
Modifier Processes
Processes
•• Entering
Entering price
price break
break information
information
•• Creating
Creating line-level
line-level qualifiers
qualifiers
•• Attaching
Attaching pricing
pricing attributes
attributes
•• Excluding
Excluding items
items
•• Changing
Changing modifier
modifier incompatibility
incompatibility
•• Redeeming
Redeeming accruals
accruals
1-52

Chapter 4 - Page 53
Modifier Processes: Creating Modifier Lists
Modifier
Modifier Processes:
Processes:
Creating
Creating Modifier
Modifier Lists
Lists
Use
Use the
the Creating
Creating Modifier
Modifier Lists
Lists process
process to
to enter
enter
modifier
modifier list
list header
header information.
information.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Define
Define Modifier
Modifier window
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-53
(N) (Pricing) Modifiers > Modifier Setup

(Help) Oracle Pricing > Modifiers > Overview of Modifiers

Chapter 4 - Page 54
Modifier Processes: Creating List Level Qualifiers
Modifier
Modifier Processes:
Processes:
Creating
Creating List
List Level
Level Qualifiers
Qualifiers
Use
Use the
the Creating
Creating List
List Level
Level Qualifiers
Qualifiers process
process to to
enter
enter modifier
modifier list
list level
level qualifiers.
qualifiers. Modifier
Modifier list
list level
level
qualifiers
qualifiers help
help the
the pricing
pricing engine
engine to
to determine
determine who who is
is
eligible
eligible for
for the
the modifier
modifier lines.
lines.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Define Modifier window and consult Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-54


Chapter 4 - Page 55
Modifier Processes: Entering Basic Modifier Line
Information
Modifier
Modifier Processes:
Processes:
Entering
Entering Basic
Basic Modifier
Modifier Line
Line Information
Information
Use
Use the
the Entering
Entering Basic
Basic Modifier
Modifier Line
Line Information
Information
process
process to enter modifier list line common
to enter modifier list line common
information.
information.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Define
Define Modifier
Modifier window
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
1-55


Chapter 4 - Page 56
Modifier Processes: Entering Discount and Charge
Information
Modifier
Modifier Processes:
Processes:
Entering
Entering Discount
Discount and
and Charge
Charge
Information
Information
Use
Use the
the Entering
Entering Discount
Discount and
and Charge
Charge Information
Information
process
process to
to enter
enter modifier
modifier list
list line
line information
information specific
specific
to
to discounts
discounts and
and surcharges.
surcharges.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-56


Chapter 4 - Page 57
Modifier Processes: Entering Freight Charge
Information
Modifier
Modifier Processes:
Processes:
Entering
Entering Freight
Freight Charge
Charge Information
Information
Use
Use the
the Entering
Entering Freight
Freight Charge
Charge Information
Information process
process
to
to enter modifier list line information specific
enter modifier list line information specific to
to
freight/special
freight/special charges.
charges.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Define
Define Modifier
Modifier window
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
1-57


Chapter 4 - Page 58
Modifier Processes: Entering Item Upgrade Information
Modifier
Modifier Processes:
Processes:
Entering
Entering Item
Item Upgrade
Upgrade Information
Information
Use
Use the
the Entering
Entering Item
ItemUpgrade
Upgrade Information
Information process
process
to
to enter
enter modifier
modifier list
list line
line information
specific to
to item
item
upgrades.
upgrades.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-58


Chapter 4 - Page 59
Modifier Processes: Entering Terms Substitution
Information
Modifier
Modifier Processes:
Processes:
Entering
Entering Terms
Terms Substitution
Substitution Information
Information
Use
Use the
the Entering
Entering Terms
Terms Substitution
Substitution Information
Information
process
process to enter modifier list
to enter modifier list line
line information
specific
to
to terms
terms substitutions.
substitutions.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Define
Define Modifier
Modifier window
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
1-59


Chapter 4 - Page 60
Modifier Processes: Entering Coupon Issue Information
Modifier
Modifier Processes:
Processes:
Entering
Entering Coupon
Coupon Issue
Issue Information
Information
Use
Use the
the Entering
Entering Coupon
Coupon Issue
Issue Information
Information process
process
to
to enter
enter modifier
modifier list
list line
line information
specific to
to
coupons.
coupons.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-60


Chapter 4 - Page 61
Modifier Processes: Entering Other Item Discount and
Promotions Information
Modifier
Modifier Processes:
Processes:
Entering
Entering Other
Other Item
Item Discount
Discount and
and
Promotions
Information
Use
Use the
the Entering
Entering Other
Other Item
Item Discounts
Discounts and
and
Promotions
Information process
process to
to enter
enter modifier
modifier list
list
line
line information
specific to
to other
other item
item discounts
discounts and
and
promotions.
promotions.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-61


Chapter 4 - Page 62
Modifier Processes: Entering Price Break Information
Modifier
Modifier Processes:
Processes:
Entering
Entering Price
Price Break
Break Information
Information
Use
Use the
the Entering
Entering Price
Price Break
Break Information
Information process
process
to
to enter
enter modifier
modifier list
list line
line information
specific to
to price
price
breaks.
breaks.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-62


Chapter 4 - Page 63
Modifier Processes: Creating Line Level Qualifiers
Modifier
Modifier Processes:
Processes:
Creating
Creating Line
Line Level
Level Qualifiers
Qualifiers
Use
Use the
the Creating
Creating Line
Line Level
Level Qualifiers
Qualifiers process
process toto
enter
enter modifier
modifier list
list line
line level
level qualifiers.
qualifiers. Modifier
Modifier line
line
level
level qualifiers
qualifiers help
help thethe pricing
pricing engine
engine toto determine
determine
who
who isis eligible
eligible for
for the
the modifier
modifier lines.
lines.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-63


Chapter 4 - Page 64
Modifier Processes: Attaching Pricing Attributes
Modifier
Modifier Processes:
Processes:
Attaching
Attaching Pricing
Pricing Attributes
Attributes
Use
Use this
this process
process to to attach
attach attributes
attributes toto the
the items
items and
and
item
item categories
categories that
that you
you define
define in
in modifier
modifier lines.
lines.
When
When thethe pricing
pricing engine
engine determines
determines eligibility
eligibility for
for aa
modifier,
modifier, itit validates
validates the
the pricing
pricing attributes
attributes along
along with
with
the
the item
item number
number or or item
item category.
category.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-64


Chapter 4 - Page 65
Modifier Processes: Excluding Items
Modifier
Modifier Processes:
Processes:
Excluding
Excluding Items
Items
Use
Use the
the Excluding
Excluding Items
Items process
process to
to mark
mark items
items
and
and item
item categories
categories as
as excluded
excluded from
fromapplication
application of
of aa
modifier.
modifier.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-65


Chapter 4 - Page 66
Modifier Processes: Changing Modifier Incompatibility
Modifier
Modifier Processes:
Processes:
Changing
Changing Modifier
Modifier Incompatibility
Incompatibility
Use
Use the
the Changing
Changing Modifier
Modifier Incompatibility
Incompatibility process
process to to
review
review and
and change
change incompatibilities
incompatibilities onon one
one form.
form.
When
When you
you query
query incompatibility
levels for
for aa specific
specific
phase,
phase, you
you see
see the
the modifier
modifier lines
lines attached
attached toto each
each
incompatibility
group and
and can
can assign
assign them
them to to aa new
new
Use
Use the
the Navigator
Navigator path
path below
below toto navigate
navigate to
to the
the
Modifier
Modifier Incompatibility Setup window and consult
Incompatibility Setup window and consult
Oracle
Oracle Applications
Applications Help
Help for
for information
information about
about
performing the process.
performing the process.
1-66
(N) (Pricing) Modifiers > Modifier Incompatibility Setup


Chapter 4 - Page 67
Modifier Processes: Redeeming Accruals
Modifier
Modifier Processes:
Processes:
Redeeming
Redeeming Accruals
Accruals
Use
Use the
the Redeeming
Redeeming Accruals
Accruals process
process to
to mark
mark
accrued
accrued price
price adjustments
adjustments as
as redeemed
redeemed and
and record
record
redemption
redemption transaction
transaction information.
information. In
In addition,
addition, you
you
can
can unredeem
unredeem coupons
coupons recorded
recorded as
as redeemed
redeemed inin
error.
error.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Accrual Redemption window and consult Oracle
Accrual Redemption window and consult Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-67
(N) (Pricing) Modifiers > Accrual Redemption


Chapter 4 - Page 68
Review Question
Review
Review Question
Question
With
With which
which modifier
modifier list
list type
type do
do you
you associate
associate with
with
accrual
accrual processes?
processes?
1.
1. Item
Item substitution
substitution
2.
2. Coupon
Coupon
3.
3. Terms
Terms substitution
substitution
4.
4. Other
Other item
item discount
discount
1-68

Chapter 4 - Page 69
Review Question
Review
Review Question
Question
With
With which
which modifier
modifier list
list type
type do
do you
you associate
associate with
with
accrual
accrual processes?
processes?
1.
1. Item
Item substitution
substitution
2.
2. Coupon
Coupon
3.
3. Terms
Terms substitution
substitution
4.
4. Other
Other item
item discount
discount
1-69

Chapter 4 - Page 70
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing engine
engine
•• Flexible
Flexible attribute
attribute mapping
mapping
•• Qualifiers
Qualifiers
•• Price
Price lists
lists
•• Formulas
Formulas
•• Modifiers
Modifiers
•• Agreements
Agreements
•• Reports
Reports
•• Conclusion
Conclusion
®
1-70

Chapter 4 - Page 71
Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
howto:
to:
•• Explain
Explain the
the pricing
pricing features
features and
and functions
functions of
of
Oracle
Oracle Applications
release 11i.1.
11i.1.
•• Execute
Execute common
common pricing
pricing processes
Oracle
Applications
release 11i.1.
11i.1.
1-71

Chapter 4 - Page 72
Chapter 5

Chapter 5 - Page 1
Manage
Manage Pricing,
Pricing, Part
Part 4
4
Oracle
Oracle Applications
Release 11i
11i

Chapter 5 - Page 2
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing engine
engine
•• Flexible
Flexible attribute
attribute mapping
mapping
•• Qualifiers
Qualifiers
•• Price
Price lists
lists
•• Formulas
Formulas
•• Modifiers
Modifiers
•• Agreements
Agreements
•• Reports
Reports
•• Conclusion
Conclusion
®
1-2

Chapter 5 - Page 3
Using
Applications Help
Help
1.
1. Navigate
Navigate to to the
the Oracle
Oracle Applications
Navigator.
2.
2. Select
from the
the menu
menu bar.
bar.
The
The Oracle
Oracle Applications
Applications Help
Help window
displayed.
3.
3. Enter
Enter your
your search
search criteria,
criteria, enclosed
enclosed within
within
quotation
and click
click Find.
Find.
Oracle
topics
that
that meet
meet your
your search
search criteria.
criteria.
4.
4. Click
Click aa topic
topic to
to view
view detailed
information.
Note:
Note: Click
Click Search
Search Instructions
Instructions for
for help
help with
with
searching
searching Oracle
Oracle Applications
Applications Help.
Help.
1-3

Chapter 5 - Page 4
Using
Using Oracle
Oracle Applications
Applications Help
Help Within
Within aa
Window
Window
1.
1. Open
Open aa window
windowin in the
the application
application you
you are
are using.
using.
2.
2. Select
from the
the menu
menu bar.
bar.
Oracle
Oracle Applications
Applications Help
Help displays
displays detailed
detailed
information
information about
about the
the window
opened,
including
instructions for
for entering
entering
1-4

Chapter 5 - Page 5
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing engine
engine
•• Flexible
Flexible attribute
attribute mapping
mapping
•• Qualifiers
Qualifiers
•• Price
Price lists
lists
•• Formulas
Formulas
•• Modifiers
Modifiers
•• Agreements
Agreements
•• Reports
Reports
•• Conclusion
Conclusion
®
1-5

Chapter 5 - Page 6
Agreements: Overview
Agreements:
Agreements:
Overview
Overview
Results
Results of
of negotiations
negotiations with
with your
your customers
customers that
that
define:
define:
•• Prices
Prices
•• Payment
Payment terms
terms
•• Freight
Freight terms
terms
1-6

Chapter 5 - Page 7
Agreements:
Agreements:
Overview
Overview
•• You
You can:
can:
–– Define
Define your
your agreements
agreements using
using customer
customer part
part
numbers
numbers andand inventory
inventory item
item numbers
numbers
–– Revise
Revise the
the original
original terms
terms and
and maintain
maintain
reasons and revision numbers
reasons and revision numbers
–– Either
Either attach
attach anan already
already existing
existing price
price list
list to
to
the
the agreement
agreement or or define
define new
newprices
prices
–– Assign
Assign price
price breaks
breaks by
by quantity;
quantity; price
price lists
lists are
are
exclusive
exclusive byby agreement
agreement
–– Set
Set effectivity
effectivity dates
dates for
for agreement
agreement terms
terms
1-7

Chapter 5 - Page 8
Agreements:
Agreements:
Overview
Overview
–– Set
Set payment
payment terms
terms including
including invoice
invoice rule
rule and
and
accounting
accounting rule
rule
–– Set
Set freight
freight terms
terms including
including the
the freight
freight carrier
carrier
–– Apply
Apply agreement
agreement terms
terms to
to sales
sales orders
orders by
by
reference agreements
reference agreements
1-8

Chapter 5 - Page 9
Agreement Processes
Agreement
Agreement Processes
Processes
•• Creating
Creating pricing
pricing agreements
agreements
•• Defining
Defining pricing
pricing attributes
attributes
•• Defining
Defining price
price breaks
breaks
1-9

Chapter 5 - Page 10
Agreement Processes: Creating Pricing Agreements
Agreement
Agreement Processes:
Processes:
Creating
Creating Pricing
Pricing Agreements
Agreements
Use
Use the
the Creating
Creating Pricing
Pricing Agreements
Agreements process
process to
to
create
create agreements.
agreements.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Pricing
Pricing Agreements
Agreements window
window and
and consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-10
(N) (Pricing) Agreements

(Help) Oracle Pricing > Agreements > Overview of Creating
Agreements

Chapter 5 - Page 11
Agreement Processes: Defining Pricing Attributes
Agreement
Processes:
Defining
Defining Pricing
Pricing Attributes
Attributes
Use
Use the
the Defining
Defining Pricing
Pricing Attributes
Attributes process
process to
to attach
attach
pricing
pricing attributes
attributes to
to agreements.
agreements.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Pricing
Pricing Agreements
Agreements window
window and
and consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-11

Agreements

Chapter 5 - Page 12
Agreement Processes: Defining Price Breaks
Agreement
Processes:
Defining
Defining Price
Price Breaks
Breaks
Use
Use the
the Defining
Defining Price
Price Breaks
Breaks process
process to
to attach
attach price
price
breaks
breaks to
to agreement
agreement lines.
lines.
Use
Use the
the Navigator
Navigator path
path below
below to
to navigate
navigate to
to the
the
Pricing
Pricing Agreements
Agreements window
window and
and consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the process.
the process.
1-12

Agreements

Chapter 5 - Page 13
Review Question
Review
Review Question
Question
Which
Which of
of the
the following
following is
is not
not part
part of
of agreements?
agreements?
1.
1. Formulas
Formulas
2.
2. Price
Price breaks
breaks
3.
3. Payment
Payment terms
terms
4.
4. Secondary
Secondary price
price lists
lists
1-13

Chapter 5 - Page 14
Review Question
Review
Review Question
Question
Which
Which of
of the
the following
following is
is not
not part
part of
of agreements?
agreements?
1.
1. Formulas
Formulas
2.
2. Price
Price breaks
breaks
3.
3. Payment
Payment terms
terms
4.
4. Secondary
Secondary price
price lists
lists
1-14

Chapter 5 - Page 15
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing engine
engine
•• Flexible
Flexible attribute
attribute mapping
mapping
•• Qualifiers
Qualifiers
•• Price
Price lists
lists
•• Formulas
Formulas
•• Modifiers
Modifiers
•• Agreements
Agreements
•• Reports
Reports
•• Conclusion
Conclusion
®
1-15

Chapter 5 - Page 16
Reports
Reports
Reports
•• Price
Price List
List Detail
Detail Report
Report
•• Pricing
Pricing Formulas
Formulas Report
Report
•• Qualifier
Qualifier Grouping
Grouping Report
Report
1-16

Chapter 5 - Page 17
Reports: Price List Detail Report
Reports:
Reports:
Price
Price List
List Detail
Detail Report
Report
The
The Price
Price List
List Detail
Detail Report
Report displays
displays the
the following
following
price
price list
list information:
information:
•• Header
Header
•• Qualifiers
Qualifiers
•• Secondary
Secondary priceprice lists
lists
•• List
List lines
lines
•• Item
Itempricing
pricing attributes
attributes
•• Item
Itemprice
price breaks
breaks
•• Price
Price formulas
formulas
1-17

Chapter 5 - Page 18
Reports: Price List Detail Report
Reports:
Reports:
Price
Price List
List Detail
Detail Report
Report
To
To execute
execute the
the report,
report, consult
consult Oracle
Oracle Applications
Applications
Help
Help for
for report
report parameter
parameter information,
information, then
then use
use the
the
Navigator
Navigator path
path below
below toto navigate
navigate to
to the
the Requests
Requests
window.
window.
1-18
(N) (Pricing) Reports

(Help) Oracle Pricing > Reports > Overview of Reports

Chapter 5 - Page 19
Reports: Pricing Formulas Report
Reports:
Reports:
Pricing
Pricing Formulas
Formulas Report
Report
The
The Pricing
Pricing Formulas
Formulas Report
Report displays
displays pricing
pricing
formulas
formulas and
and their
their details,
details, including
including factor
factor lists.
lists.
To
To execute
execute the
the report,
report, consult
consult Oracle
Oracle Applications
Applications
Help
Help for
for report
report parameter
parameter information,
information, then
then use
use the
the
Navigator path below to navigate to the Requests
window.
window.
1-19


Chapter 5 - Page 20
Reports: Qualifier Grouping Report
Reports:
Reports:
Qualifier
Qualifier Grouping
Grouping Report
Report
The
The Qualifier
Qualifier Grouping
Grouping report
report shows
shows details
details for
for
qualifier
qualifier groups
groups including
including grouping
grouping conditions
conditions and
and
effective
effective dates
dates within
within the
the group.
group.
To
To execute
execute the
the report,
report, consult
consult Oracle
Oracle Applications
Applications
Help
Help for report parameter information, then
for report parameter information, then use
use the
the
window.
window.
1-20


Chapter 5 - Page 21
Order Management Reports
Order
Order Management
Management Reports
Reports
You
You can
can view
viewpricing
pricing information
information related
related to
to orders
orders by
by
viewing
viewing the
the following
following Oracle
Oracle Order
Order Management
Management
reports:
reports:
•• Order
Order Discount
Discount Summary
Summary Report
Report
•• Order
Order Discount
Discount Detail
Detail Report
Report
1-21

Chapter 5 - Page 22
Review Question
Review
Review Question
Question
What
What information
information do
do you
you not
not find
find in
in pricing
pricing reports?
reports?
1.
1. Agreements
Agreements
2.
2. Price
Price list
list
3.
3. Qualifier
Qualifier
4.
4. Formula
Formula
1-22

Chapter 5 - Page 23
Review Question
Review
Review Question
Question
What
What information
information do
do you
you not
not find
find in
in pricing
pricing reports?
reports?
1.
1. Agreements
Agreements
2.
2. Price
Price list
list
3.
3. Qualifier
Qualifier
4.
4. Formula
Formula
1-23

Chapter 5 - Page 24
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing engine
engine
•• Flexible
Flexible attribute
attribute mapping
mapping
•• Qualifiers
Qualifiers
•• Price
Price lists
lists
•• Formulas
Formulas
•• Modifiers
Modifiers
•• Agreements
Agreements
•• Reports
Reports
•• Conclusion
Conclusion
®
1-24

Chapter 5 - Page 25
Pricing
Pricing Business
Business Scenario
Scenario
•• The
The customer
customer places
places an
an order
order through
through Oracle
Oracle
Order
Order Management,
Management, the
the calling
calling application
application (also
(also
known
known asas source
source system)
system)
•• Order
Order Management
Management passes
passes the
the following
following pricing
pricing
request:
request:
–– Customer:
Customer: ABC
ABCComputers
Computers
–– Territory:
Territory: Western
Western region
region
–– Order
Order lines:
lines:
–– Item:
Item: Computer,
Computer, Quantity:
Quantity: 11
–– Product
Product group:
group: Computer
Computer
–– Warranty:
Warranty: Gold
Gold service
service
–– Item:
Item: Monitor,
Monitor, Quantity:
Quantity: 15
15
–– Product
group: Computer ®
1-25


Chapter 5 - Page 26
Final Price
Final
Final Price
Price
INPUT OUTPUT
Price Lists
Corporate Price List: Computer 275.00
Corporate Price List: Gold Service 27.50
Promotion Price List: Monitor, Qty 15 475.00
Qualifiers Final Price

Customer : ABC Computers Computer: 275.00 - 13.75 = 261.25
Gold Service: 27.50 = 27.50
Attributes
Monitor: 500.00 = 475.00
Item: Monitor
Product Group: Computer Printer: 100.00 - 100.00 = 0.00
Warranty: Gold Service Modifiers 766.75
Computer Promotion: 5% Discount 13.75
Computer Promotion: Free Printer
100% Discount on 100.00
PRICING ENGINE
®
1-26

Chapter 5 - Page 27
Basic
Basic and
and Advanced
Advanced Pricing
Pricing
•• Oracle
Oracle includes
includes basic
basic pricing
pricing functionality
functionality with
with
Oracle
Oracle Order
Order Management.
Management.
•• To
To use
use advanced
advanced pricing
pricing features,
features, purchase
purchase anan
advanced
advanced pricing
pricing license.
license.
1-27

Chapter 5 - Page 28
Basic
Basic and
and Advanced
Advanced Pricing
Pricing
Price Lists Basic Advanced

Add
Add items
items X X
Copy
Copy price
price list
list X X
Adjust
Adjust price list
price list X X
GSA
GSA price
price list
list X X
Qualifiers
Qualifiers Defaulted in OM Unlimited
Pricing
Pricing attributes
Secondary
Secondary price
price list
list 1 Unlimited
Formula
Formula Static Static/Dynamic
Line
Line level
level X X
1-28

Chapter 5 - Page 29
Basic
Basic and
and Advanced
Advanced Pricing
Pricing
Agreements Basic Advanced

Define
Define customer
customer items
items X X
Separate
Separate setup
setupform
form X X
Same
Same time
time create
create pr
pr list
list X X
Version
Versionnumber:
number: Header
Header and
andline
line X X
Change reason code
Change reason code X X
Qualifiers
Qualifiers X
Attribute
Attribute Mapping
Mapping X
1-29

Chapter 5 - Page 30
Basic
Basic and
and Advanced
Advanced Pricing
Pricing
Formulas Basic Advanced

Numeric
Numeric constant
constant X X
Product
Product attributes
attributes Item Item/category
Pricing
Pricing attributes
Factors
Factors Multiple/1 Context Multiple/Unlimited
Price
Price list
list line
line X
Customizable
Customizable X
1-30

Chapter 5 - Page 31
Basic
Basic and
and Advanced
Advanced Pricing
Pricing

Discount
Discount X X
Surcharge
Surcharge X X
Price
Price breaks
breaks Point Point and Range
Freight/special
Freight/special charges
charges X X
Coupon issue
Coupon issue X
Item
Item upgrade
upgrade X
Other
Other item
item discount
discount X
Terms
Terms substitution
substitution X
Promotional
Promotional goods
goods X
Ask
Ask for
for X
Order
Order or
or ship
shipdate
date X
®
1-31

Chapter 5 - Page 32
Basic
Basic and
and Advanced
Advanced Pricing
Pricing

Price
Price list
list independent
independent X X
Order
Order and
and line
line level
level X X
Group of line level
Group of line level X
Qualifiers
Qualifiers Limited Unlimited
Attributes
Attributes Limited Unlimited
Formulas
Formulas X
Exclude
Exclude items
items X
Buckets
Buckets X
Phases
Phases X
Incompatibility
Incompatibility X
Accrual
Accrual X
®
1-32

Chapter 5 - Page 33
Pricing APIs and Interfaces
Pricing
Pricing APIs
APIs and
and Interfaces
Interfaces
QP
OM
Key API
Interface
Other API
1-33

Chapter 5 - Page 34
Pricing APIs
Pricing
Pricing APIs
APIs
Calling Application
Order Management, iStore, Order capture, TeleSales, and more...
API API Return
Pricing
Results
API Pricing Base Price
Discounts
Functions
Promotions
Terms
Coupons
Selling Price
®
1-34

Chapter 5 - Page 35
Review Question
Review
Review Question
Question
Which
Which pricing
pricing function
function is
is not
not available
available in
in
basic
basic pricing?
pricing?
1.
1. Price
Price lists
lists
2.
2. Formulas
Formulas
3.
3. Qualifier
Qualifier groups
groups
4.
4. Agreements
Agreements
1-35

Chapter 5 - Page 36
Review Question
Review
Review Question
Question
Which
Which pricing
pricing function
function is
is not
not available
available in
in
basic
basic pricing?
pricing?
1.
1. Price
Price lists
lists
2.
2. Formulas
Formulas
3.
3. Qualifier
Qualifier groups
groups
4.
4. Agreements
Agreements
1-36

Chapter 5 - Page 37
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Pricing
Pricing engine
engine
•• Flexible
Flexible attribute
attribute mapping
mapping
•• Qualifiers
Qualifiers
•• Price
Price lists
lists
•• Formulas
Formulas
•• Modifiers
Modifiers
•• Agreements
Agreements
•• Reports
Reports
•• Conclusion
Conclusion
®
1-37

Chapter 5 - Page 38
Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
howto:
to:
•• Explain
Explain the
the pricing
pricing features
features and
and functions
functions of
of
•• Execute
Execute common
common pricing
pricing processes
Oracle
Applications
release 11i.1.
11i.1.
1-38

Chapter 5 - Page 39
Setup & Implementation
Issues for Pricing
Chapter 6
Setup & Implementation Issues for Pricing

Chapter 6 - Page 1
Setup
Setup &
& Implementation
Implementation Issues
Issues for
for
Pricing
Pricing
Oracle
Oracle Order
Order Management
Management Release
Release 11i
11i

Chapter 6 - Page 2
Objectives
Objectives
Objectives
After
After completing
completing this
this module,
module, you
you should
should be
be able
able to
to
do
do the
the following:
following:
•• Discuss
Discuss the
the pricing
pricing process
process
•• Describe
Describe the
the set
set up
up steps
steps
•• Identify
Identify upgrade
upgrade and
and implementation
implementation
considerations
considerations
1-2

Chapter 6 - Page 3
Agenda Overview
Agenda
Agenda Overview
Overview
•• Introduction
Introduction
•• Overview
Overview
•• Installation
Installation
•• Setup
Setup process
process
•• Upgrade
Upgrade and
and implementation
implementation
•• Summary
Summary
1-3

Chapter 6 - Page 4
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Overview
Overview
•• Installation
Installation
•• Setup
Setup process
process
•• Upgrade
Upgrade and
and implementation
implementation
•• Summary
Summary
1-4

Chapter 6 - Page 5
Using
Applications Help
Help
1.
1. Navigate
Navigate to to the
the Oracle
Oracle Applications
Navigator.
2.
2. Select
from the
the menu
menu bar.
bar.
The
The Oracle
Oracle Applications
Applications Help
Help window
displayed.
3.
3. Enter
Enter your
your search
search criteria,
criteria, enclosed
enclosed within
within
quotation
and click
click Find.
Find.
Oracle
topics
that
that meet
meet your
your search
search criteria.
criteria.
4.
4. Click
Click aa topic
topic to
to view
view detailed
information.
Note:
Note: Click
Click Search
Search Instructions
Instructions for
for help
help with
with
searching
searching Oracle
Oracle Applications
Applications Help.
Help.
1-5

Chapter 6 - Page 6
Using
Using Oracle
Oracle Applications
Applications Help
Help Within
Within aa
Window
Window
1.
1. Open
Open aa window
windowin in the
the application
application you
you are
are using.
using.
2.
2. Select
from the
the menu
menu bar.
bar.
Oracle
Oracle Applications
Applications Help
Help displays
displays detailed
detailed
information
information about
about the
the window
opened,
including
instructions for
for entering
entering
1-6

Chapter 6 - Page 7
Resources
Resources
Resources
•• Documentation:
Documentation: http://www.oracle.com/support/
http://www.oracle.com/support/
elec_sup/index.html:
elec_sup/index.html:
–– Oracle
Oracle Pricing
Pricing User’s
User’s Guide
Guide (A77032)
(A77032)
–– Oracle
Oracle Pricing
Pricing Technical
Technical Reference
Reference Manual
Manual
(A83740)
(A83740)
–– Oracle
Oracle Manufacturing
Manufacturing APIs
APIs &
& Open
Open Interfaces
Interfaces
Manual
Manual (A83746)
(A83746)
–– Oracle
Oracle Order
Order Management
Management User’s
User’s Guide
Guide
(A77028)
(A77028)
–– Oracle
Oracle Shipping
Shipping Execution
Execution User’s
User’s Guide
Guide
(A77030)
(A77030)
–– Oracle
Oracle Applications
Applications Implementation
Implementation Wizard
Wizard
User’s Guide (A81178)
User’s Guide (A81178)
®
1-7

Chapter 6 - Page 8
Resources
Resources
Resources
–– Oracle
Oracle System
System Administrator’s
Administrator’s User’s
User’s Guide
Guide
(A75396)
(A75396)
•• News
News Group:
Group: APPSNET.oracle.com
APPSNET.oracle.com
1-8

Chapter 6 - Page 9
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Overview
Overview
•• Installation
Installation
•• Setup
Setup process
process
•• Upgrade
Upgrade and
and implementation
implementation
•• Summary
Summary
1-9

Chapter 6 - Page 10
Order Management Suite
Order
Order Management
Management Suite
Suite
•• Basic
Basic suite
suite
–– Order
Order Management
Management
–– Shipping
Shipping Execution
Execution
–– Pricing:
Pricing: Basic functionality
Basic functionality
•• Additional license
Additional license
–– Pricing:
Pricing: Advanced
Advanced functionality
functionality
–– Configurator
Configurator
1-10

Chapter 6 - Page 11
The Pricing Process
The
The Pricing
Pricing Process
Process
Calling Application
Order Management, iStore, Order capture, TeleSales, and more...
Customer & Product Data
Pricing Engine
All Customers, all Items Pricing Pricing
Business Results
l
ve
A
Objects
Le
ny
Base Price
y
Le
An
ve
=
l Discounts
Qua tes Price Lists
l ifi e tr ibu Promotions
el ig rs = At =
i at
Wh bi li ty = wh uct Formulas
o
o d Terms
Pr vice
One Se
r m Coupons
C usto Ite Modifiers
e
mer On Selling Price
®
1-11

Chapter 6 - Page 12
The Pricing Process
The
The Pricing
Pricing Process
Process
Pricing
Request Line 1: Item=Shampoo, Customer=Cust1
Pricing Engine
Pricing Setup
Pricing
Line 1: Product hierarchy & qualifier hierarchy
Request
Line 2: Product hierarchy & qualifier hierarchy Structure
®
1-12

Chapter 6 - Page 13
The Pricing Process
The
The Pricing
Pricing Process
Process
Pricing Line 1: Product hierarchy & Qualifier hierarchy
Request
Structure Line 2: Product hierarchy & Qualifier hierarchy
Pricing Engine
Select eligible price lists Pricing Setup
Determine list price Price Lists

Select eligible modifiers Modifiers
Calculate selling price Formulas
Line 1: List price & adjustments Pricing Return to

®
1-13

Chapter 6 - Page 14
Review Question
Review
Review Question
Question
What
What term
term describes
describes the
the information
information that
that the
the calling
calling
application
application sends
sends when
when itit needs
needs aa price
price for
for aa good
good
or
or service?
service?
1.
1. Pricing
Pricing engine
engine
2.
2. Pricing
Pricing attributes
attributes
3.
3. Product
Product hierarchy
hierarchy
4.
4. Pricing
Pricing request
request
1-14

Chapter 6 - Page 15
Review Question Answer
Review
Review Question
Question Answer
Answer
What
What term
term describes
describes the
the information
information that
that the
the calling
calling
application
application sends
sends when
when itit needs
needs aa price
price for
for aa good
good
or
or service?
service?
1.
1. Pricing
Pricing engine
engine
2.
2. Pricing
Pricing attributes
attributes
3.
3. Product
Product hierarchy
hierarchy
*4.
*4. Pricing
Pricing request
request
1-15

Chapter 6 - Page 16
How Pricing Works
How
How Pricing
Pricing Works
Works
All
INPUT OUTPUT

Formulas Final Price
Eligibility Agreements
Modifiers
What
Formulas
Adjustments m
On
e Ite
Cu e
sto
me On
r
PRICING ENGINE
®
1-16

• Pricing attributes: Determines what is being priced or modified on a price or
• Price lists: Lists containing prices for items and services, for example, corporate
price list, summer promotion price list

Chapter 6 - Page 17
Review Question
Review
Review Question
Question
What
What component
component isis not
not part
part of
of the
the pricing
pricing concept?
concept?
1.
1. Sourcing
Sourcing rules
rules
2.
2. Pricing
Pricing attributes
attributes
3.
3. Product
Product hierarchy
hierarchy
4.
4. Modifiers
Modifiers
5.
5. Qualifiers
Qualifiers
1-17

Chapter 6 - Page 18
Review
Review Question
Question Answer
Answer
What
What component
component isis not
not part
part of
of the
the pricing
pricing concept?
concept?
*1.
*1. Sourcing
Sourcing rules
rules
2.
2. Pricing
Pricing attributes
attributes
3.
3. Product
Product hierarchy
hierarchy
4.
4. Modifiers
Modifiers
5.
5. Qualifiers
Qualifiers
1-18

Chapter 6 - Page 19
Order Management Suite Integration Points
Order
Order Management
Management Suite
Suite Integration
Integration Points
Points
GL
Inventory
Interface Oracle Invoice Customer
Receivables
Oracle Invoice Interface Order Import,
Inventory Process Order AP
Move Orders, Standard
Pick Release, Order
Pick Confirm Pick/Ship Process
APIs
Scheduling/
Sourcing API
Process Order API
Book Price
Order Order
Inventory Schedule Enter Order

®
1-19
Integration Points
• Order Import: Brings in legacy orders, Inbound EDI, Internal Orders
from PO, note: validations are done by the Process Order API.
• e-Commerce Gateway: Sends outbound EDI transactions 855 (Purchase
Order Acknowledgment) and 865 (PO Change Acknowledgment).
• Purchase Release: Communicates externally sourced items from Order
Management to PO via Purchase Release API which feeds the Purchase
Release Interface.
• Invoice Interface: Sends invoice and credit memo information.
• Inventory Interface: Decrements inventory quantities at ship confirm.
• Shipping Interface (External Systems): Accepts inbound disposition of
deliveries, transportation plans and more from other systems.
• Shipping Execution: Communicates sales order line information.
• Configurator: Inserts order lines from the configuration.
• Customer Relationship Management: Accepts orders and order lines from
Order Capture for TeleSales, iService, and other modules. Order
Management calls Customer Relationship Management to pass
installation information.
• Pricing: Returns list prices, price adjustments, and benefits.
• Pricing: Inserts order lines for free goods and promotions.
• Release Management: Processes orders and order lines.

Chapter 6 - Page 20
• Shipping Execution: Sends freight cost, quantities, ship method and other
information.
• Configure to Order: Sends the configured item number.
• c-Commerce Gateway: Accepts order information from Process Order
API via the Order Import. Sends order information through Order Import
to the Process Order API.
• Pricing: Prices and reprices the order lines.
• Shipping Execution: Sends information required to create the cost of
goods sold account.
• Shipping Execution: Sends inbound and outbound requests for booked,
shippable lines.
• Advanced Planning and Scheduling: Sends scheduling and sourcing
requests.
• Configure to Order: Sends request to create configuration, create work
order.
• Customer Relationship Management: Validates i-Payment information.
• Configurator: Validates configurations.
• Purchasing: Sends cost of goods sold for drop shipments.
• Purchasing: Sends externally sourced line information via the Purchase
Release Interface.
• Purchasing: Sends changes to internal orders.
• Purchasing: Updates return material authorization quantities received.

Chapter 6 - Page 21
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Overview
Overview
•• Installation
Installation
•• Setup
Setup process
process
•• Upgrade
Upgrade and
and implementation
implementation
•• Summary
Summary
1-20

Chapter 6 - Page 22
Installation Process
Installation
Installation Process
Process
You
You can
can install
install the
the Order
Order Management
Management Suite
Suite using:
using:
•• The
The standard
standard installation
installation process
process
•• The
The Application
Application Installation
Installation Wizard
Wizard (AIW)
(AIW) setup
setup
tool
tool
1-21

Chapter 6 - Page 23
Pricing Installation
Pricing
Pricing Installation
Installation
•• By
By default,
default, installed
installed as
as shared
shared with
with Oracle
Oracle Order
Order
Management
Management
•• Shared
Shared installation
installation provides
provides basic
basic pricing
pricing
functionality
functionality
•• For
For advanced
advanced pricing
pricing functionality,
functionality, separately
separately
license Oracle Pricing
license Oracle Pricing
1-22

Chapter 6 - Page 24
Installation Components
Installation
Installation Components
Components
•• Release
Release 11i
11i CD
CDpack
pack
•• Check
Check Oracle
Oracle Metalink
Metalink for
for current
current patching
patching and
and
installation
installation information.
information.
http://oracle.com/support/metalink/index.html?
http://oracle.com/support/metalink/index.html?
content.html
content.html
1-23

Chapter 6 - Page 25
Review Question
Review
Review Question
Question
True
True or
or False
False
Oracle
Oracle Pricing
Pricing is
is installed
installed as
as shared
shared with
with Oracle
Oracle
Order
Order Management
Management but but requires
requires aa separate
separate license.
license.
1-24

Chapter 6 - Page 26
Review
Review Question
Question Answer
Answer
True
True or
or *False
*False
Pricing
Pricing is
is installed
installed as
as shared
shared with
with Oracle
Oracle Order
Order
Management
Management but but requires
requires aa separate
separate license.
license.
1-25

Chapter 6 - Page 27
Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Overview
Overview
•• Installation
Installation
•• Setup
Setup process
process
•• Upgrade
Upgrade and
and implementation
implementation
•• Summary
Summary
1-26

Chapter 6 - Page 28
Setup Processes
Setup
Setup Processes
Processes
•• System
System administration
administration
•• Qualifiers
Qualifiers
•• Pricing
Pricing attributes
attributes
•• Attribute
Attribute sourcing
sourcing
•• Units
Units of
of measure
measure
•• Item
Itemcategories
categories
•• Inventory
Inventory organization
organization
•• Items
Items
•• Item
Itemrelationships
relationships
•• Pricing
Pricing lookup
lookup
®
1-27

Chapter 6 - Page 29
Setup Processes
Setup
Setup Processes
Processes
•• Order
Order Management
Management lookup
lookup
•• Shipping
Shipping lookup
lookup
•• Customers
Customers
•• Order
Order types
types
•• Line
Line types
types
•• Freight
Freight terms
terms
•• Freight
Freight cost
cost type
type
•• Payment
Payment terms
terms
•• Currency
Currency
•• System
System sourcing
sourcing
®
1-28

Chapter 6 - Page 30
Setup Processes
Setup
Setup Processes
Processes
•• Event
Event phasing
phasing
•• Profile
Profile options
options
1-29

Chapter 6 - Page 31
System Administration
System
System Administration
Administration
Assign
Assign users
users to
to the
the pricing
pricing responsibilities.
responsibilities.
1-30
Setup Context
Perform this step if you have users who need to access pricing functionality.

Chapter 6 - Page 32
System Administration: Setup Process
System
System Administration:
Administration:
Setup
Setup Process
Process
Use
Use the
the Create
Create Additional
Additional Users
Users (Required)
(Required) process
process
to
to assign
assign responsibilities
responsibilities to
to users.
users.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
1-31
(N) Oracle Application Object Library > Security > User > Define
(Help) Oracle Applications System Administration > Setting Up
Oracle Applications System Administration> Setup Checklist >
Create Additional Users (Required)

Chapter 6 - Page 33
Qualifiers Overview
Qualifiers
Qualifiers Overview
Overview
•• Use
Use qualifiers
qualifiers to
to associate
associate particular
particular prices,
prices,
discounts,
discounts, surcharges,
surcharges, promotions,
promotions, and
and benefits
benefits
with the following entities:
with the following entities:
–– Specific
Specific customers
customers
–– Customer
Customer groups
groups
–– Order
Order types
types
–– Order
Order amount
amount
•• Link
Link qualifiers
qualifiers to
to price
price lists
lists and
and modifiers.
modifiers.
1-32
Setup Context
Perform this step if you need to define qualifier contexts and attributes other than
those predefined by Oracle.

Chapter 6 - Page 34
Pricing
Pricing Business
Business Scenario
Scenario
•• The
The customer
customer places
places an
an order
order through
through Oracle
Oracle
Order
Order Management,
Management, the
the calling
calling application
application (also
(also
known
known asas source
source system)
system)
•• Order
Order Management
Management passes
passes the
the following
following pricing
pricing
request:
request:
–– Customer:
Customer: ABC
ABCComputers
Computers
–– Territory:
Territory: Western
Western region
region
–– Order
Order lines:
lines:
–– Item:
Item: Computer,
Computer, Quantity:
Quantity: 11
–– Product
Product group:
group: Computer
Computer
–– Warranty:
Warranty: Gold
Gold service
service
–– Item:
Item: Monitor,
Monitor, Quantity:
Quantity: 15
15
–– Product
group: Computer ®
1-33


Chapter 6 - Page 35
Qualifiers
Qualifiers
Qualifiers
INPUT OUTPUT
Qualifiers
PRICING ENGINE
®
1-34

Chapter 6 - Page 36
Qualifier Examples
Qualifier
Qualifier Examples
Examples
•• Customer
Customer grouping
hierarchies
•• Product
Product grouping
hierarchies
•• Effectivity
Effectivity dates
dates
•• Weights,
Weights, volumes, monetary
volumes, monetary amounts,
amounts, and
and so
so on
on
•• Distance
Distance
•• Geographic
Geographic location
location
•• Any
Any other
other qualifier
qualifier that
that meets
meets your
your business
business
needs
needs
1-35

Chapter 6 - Page 37
Qualifier Groups
Qualifier
Qualifier Groups
Groups
•• Collecting
qualifiers into
into qualifier
qualifier groups
groups allows
allows
you
you to:
to:
–– Associate
qualifiers of of aa common
common type
type or
or for
for aa
common
common benefit.
benefit. ItIt is
is easier
easier to:
to:
–– Search
Search for
for qualifiers
qualifiers
–– Assign
Assign groups
groups to to modifiers
modifiers
–– Create
Create AND
AND and
and OROR Boolean
Boolean conditions
conditions
among
among qualifiers
qualifiers
•• Link
Link them
them to
to price
price lists
lists and
and modifiers
modifiers in
in the
the same
same
way
way as
as individual
individual qualifiers.
qualifiers.
1-36

Chapter 6 - Page 38
Qualifier Group Example
Qualifier
Qualifier Group
Group Example
Example
Customer
Customer is
is in
in territory
territory WEST
WEST
and
and
Order
Order amount
amount isis between
between 2000
2000 currency
currency units
units and
and
5000 currency units or customer class
5000 currency units or customer class is is
PREFERRED
PREFERRED
1-37

Chapter 6 - Page 39
Qualifier Contexts
Qualifier
Qualifier Contexts
Contexts
•• Qualifier
Qualifier contexts
contexts are:
are:
–– Flattened
Flattened hierarchies:
hierarchies: Qualifiers
Qualifiers do
do not
not store
store
relationships
relationships among
among thethe hierarchies
hierarchies
–– AA way
way of
of grouping
grouping similar
similar qualifying
qualifying attributes
attributes
•• You
You indicate
indicate the
the level
level in
in the
the hierarchy
hierarchy byby the
the
flexfield
flexfield sequence
sequence (precedence).
(precedence).
1-38

Chapter 6 - Page 40
Qualifier Context Example
Qualifier
Qualifier Context
Context Example
Example
Create
Create aa hierarchy
hierarchy by:
by:
•• Defining
Defining aa context:
context: Geography.
Geography.
•• Under
Under this
this context,
context, defining
defining attributes:
attributes: Province,
Province,
Territory,
Territory, and
and Customers.
Customers.
•• Defining
Defining specific
specific validation
validation sets
sets for
for each
each attribute.
attribute.
Using
Using value set definitions to provide the
value set definitions to provide the correct
correct
source.
source. This
This allows
allows the
the user
user to
to chose
chose and
and enter
enter
correct
correct values
values for
for the
the attributes.
attributes.
Geography
Province Territory Customers
1-39

Chapter 6 - Page 41
Qualifier Context Example
Qualifier
Qualifier Context
Context Example
Example
Context
Context Geography
Attributes
Attributes Attribute
Attribute Values
Values
Province A, Province B,
Province
Province C, Province D
North, East,
Territory
West, South
All customers, Customers

Customers
with high purchase volume
1-40

Chapter 6 - Page 42
Qualifier Sourcing
Qualifier
Qualifier Sourcing
Sourcing
Since
Since hierarchical
hierarchical relationships
relationships are
are not
not stored
stored and
and
the
the pricing
pricing engine
engine needs
needs toto know
knowthethe information
information at at
all
all the
the levels
levels of
of hierarchy,
hierarchy, you
you need
need toto define
define the
the
sourcing
sourcing information.
information. In In the
the example
example hierarchy:
hierarchy:
•• IfIf the
the qualifying
conditions are
are Territory
Territory must
must be
be
West
West and Province must be Province D, the pricing
and Province must be Province D, the pricing
engine
engine needs
needs to to know
know both
both the
the customer
customer territory
territory
•• IfIf the
the qualifying
conditions are
are Territory
Territory must
must be
be
West
West or
or Province
Province must
must bebe Province
Province D, D, the
the pricing
pricing
engine
engine needs
needs to to know
know either
either the
the customer
customer territory
territory
or
or province
province toto determine
determine eligibility.
eligibility.
1-41

Chapter 6 - Page 43
Review Question
Review
Review Question
Question
Which
Which qualifier
qualifier hierarchy
hierarchy data
data is
is correctly
correctly identified
identified
with
with its
its level
level in
in the
the hierarchy?
hierarchy?
1.
1. Geography
Geography is is the
the context
context
2.
2. Territory
Territory is
is aa validation
validation set
set
3.
3. North
North is
is an
an attribute
attribute
1-42

Chapter 6 - Page 44
Review
Review Question
Question Answer
Answer
Which
Which qualifier
qualifier hierarchy
hierarchy data
data is
is correctly
correctly identified
identified
with
with its
its level
level in
in the
the hierarchy?
hierarchy?
*1.
*1. Geography
Geography is is the
the context
context
2.
2. Territory
Territory is
is aa validation
validation set
set
3.
3. North
North is
is an
an attribute
attribute
1-43

Chapter 6 - Page 45
Predefined Qualifier Information
Predefined
Predefined Qualifier
Qualifier Information
Information
Contexts
Contexts Attributes
Attributes
Customer Customer Name, Bill to, Sales Channel
Order Order Type, Shipment Date, Line Type
Terms Payment Terms, Freight Terms, Shipping Terms
Volume Order Amount, Line Volume
Modifier List Price List, Coupon Number, Promotion Number
1-44

Chapter 6 - Page 46
Qualifiers: Setup Processes
Qualifiers:
Qualifiers:
Setup
Setup Processes
Processes
•• Viewing
Viewing predefined
predefined qualifier
qualifier contexts
contexts
•• Creating
Creating qualifier
qualifier contexts
contexts
•• Viewing
Viewing predefined
qualifier attributes
attributes
•• Creating
Creating qualifier
attributes
1-45

Chapter 6 - Page 47
Qualifiers: Setup Process
Qualifiers:
Qualifiers:
Setup
Setup Process
Process
Oracle
Oracle Pricing
Pricing has
has predefined
qualifier contexts.
contexts.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes toto consult
consult Oracle
Oracle
Applications
Applications Help
Help and
and review
review the
the list
list of
of predefined
predefined
qualifier
qualifier contexts.
contexts.
1-46
(Help) Oracle Pricing > Qualifier Context Seed Data > Qualifier
Contexts and Source Mapping

Chapter 6 - Page 48
Qualifiers:
Qualifiers:
Setup
Setup Process
Process
Use
Use the
the Creating
Creating Qualifier
Qualifier Contexts
Contexts process
process to
to
define
define new
newqualifier
qualifier contexts.
contexts.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
1-47
(N) Oracle Pricing > Setups > FlexFields

(Help) Oracle Pricing > Setting Up > Setup Steps > Step 2.1

Chapter 6 - Page 49
Qualifiers:
Qualifiers:
Setup
Setup Process
Process
Oracle
Oracle Pricing
Pricing has
has predefined
qualifier attributes.
attributes.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes toto consult
consult Oracle
Oracle
Applications
Applications Help
Help and
and review
review the
the list
list of
of predefined
predefined
qualifier
qualifier attributes.
attributes.
1-48
(Help) Oracle Pricing > Qualifier Context Seed Data > Qualifier

Chapter 6 - Page 50
Qualifiers:
Qualifiers:
Setup
Setup Process
Process
Use
Use the
the Creating
Creating Qualifier
Qualifier Attributes
Attributes process
process toto
define
define new
new qualifier
attributes and
and to
to define
define the
the
domain
domain for
for these
these attributes.
attributes.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
1-49


Chapter 6 - Page 51
Pricing Contexts and Attributes
Pricing
Pricing Contexts
Contexts and
and Attributes
Attributes
•• Use
Use pricing
pricing attributes
attributes inin certain
certain situations
situations to
to
define
define that
that which
which you
you are
are pricing,
pricing, for
for example
example
when:
when:
–– There
There are
are factors
factors which
which affect
affect the
the price
price of
of the
the
item.
item.
–– You
You need
need additional
additional definition
definition but
but do
do not
not need
need
to create a new item.
to create a new item.
–– You
You want
want to
to manage
manage pricing
pricing in
in your
your product
product
hierarchy
hierarchy atat aa level
level higher
higher than
than item.
item.
•• The
The contexts
contexts hold
hold the
the attributes.
attributes.
1-50
Setup Context
Perform this step if you need to define pricing contexts and attributes other than

Chapter 6 - Page 52
Pricing Contexts and Attributes: Setup Processes
Pricing
Pricing Contexts
Contexts and
and Attributes:
Attributes:
Setup
Setup Processes
Processes
•• Viewing
Viewing predefined
predefined pricing
pricing attribute
attribute contexts
contexts
•• Creating
Creating pricing
pricing contexts
contexts
•• Viewing
Viewing predefined
predefined pricing
pricing attributes
attributes
•• Creating
Creating pricing
pricing attributes
attributes
1-51

Chapter 6 - Page 53
Pricing Contexts and Attributes: Setup Process
Pricing
Pricing Contexts
Contexts and
and Attributes:
Attributes:
Setup
Setup Process
Process
Oracle
Oracle Pricing
Pricing has
has predefined
predefined pricing
pricing attribute
attribute
contexts.
contexts.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes toto consult
consult Oracle
Oracle
Applications
Applications Help
Help and
and review
review the
the list
list of
of predefined
predefined
pricing
pricing attribute
attribute contexts.
contexts.
1-52
(Help) Oracle Pricing > Qualifier Context Seed Data > Pricing

Chapter 6 - Page 54
Pricing
Pricing Contexts
Contexts and
and Attributes:
Attributes:
Setup
Setup Process
Process
Use
Use the
the Creating
Creating Pricing
Pricing Contexts
Contexts process
process to
to
define
define new
new pricing
pricing contexts.
contexts.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
1-53


Chapter 6 - Page 55
Pricing
Pricing Contexts
Contexts and
and Attributes:
Attributes:
Setup
Setup Process
Process
Oracle
Oracle Pricing
Pricing has
has predefined
predefined pricing
pricing attributes.
attributes.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes toto consult
consult Oracle
Oracle
Applications
Applications Help
Help and
and review
review the
the list
list of
of predefined
predefined
pricing
pricing attributes.
attributes.
1-54
(Help) Oracle Pricing > Qualifier Context Seed Data > Pricing

Chapter 6 - Page 56
Pricing
Pricing Contexts
Contexts and
and Attributes:
Attributes:
Setup
Setup Process
Process
Use
Use the
the Creating
Creating Pricing
Pricing Attributes
Attributes process
process toto
define
define new
new pricing
pricing attributes
attributes and
and pricing
pricing attribute
attribute
values.
values.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications Help for information about performing
the
the process.
process.
1-55


Chapter 6 - Page 57
Flexible Attribute Mapping Overview
Flexible
Flexible Attribute
Attribute Mapping
Mapping Overview
Overview
Use
Use flexible
flexible attribute
attribute mapping
mapping to
to direct
direct the
the pricing
pricing
engine
engine from
from where
where toto source
source qualifiers
qualifiers and
and attributes
attributes
when it retrieves prices and applies modifiers.
when it retrieves prices and applies modifiers.
1-56
Setup Context
Perform this step if you have either of the following situations :
• Have defined qualifiers or pricing attributes
• Want to change a seeded defaulting source

Chapter 6 - Page 58
Flexible Attribute Mapping Overview
Flexible
Flexible Attribute
Attribute Mapping
Mapping Overview
Overview
Order Header
Modifier
Order Lines
Customer Engine
Pricing
Tables
Qualifiers: Territory ID
•Territory Customer Class
•Customer Class
Transaction Other Setup Tables
Attribute Tables
Mapping Other
Custom
Tables
®
1-57

Chapter 6 - Page 59
Pricing
Pricing Business
Business Scenario
Scenario
•• The
The customer
customer places
places an
an order
order through
through Oracle
Oracle
Order
Order Management,
Management, the
the calling
calling application
application (also
(also
known
known asas source
source system)
system)
•• Order
Order Management
Management passes
passes the
the following
following pricing
pricing
request:
request:
–– Customer:
Customer: ABC
ABCComputers
Computers
–– Territory:
Territory: Western
Western region
region
–– Order
Order lines:
lines:
–– Item:
Item: Computer,
Computer, Quantity:
Quantity: 11
–– Product
Product group:
group: Computer
Computer
–– Warranty:
Warranty: Gold
Gold service
service
–– Item:
Item: Monitor,
Monitor, Quantity:
Quantity: 15
15
–– Product
group: Computer ®
1-58


Chapter 6 - Page 60
Flexible Attribute Mapping
Flexible
Flexible Attribute
Attribute Mapping
Mapping
INPUT OUTPUT
Qualifiers
Attributes
Item: Monitor
PRICING ENGINE
®
1-59

Chapter 6 - Page 61
Flexible Attribute Mapping Features
Flexible
Flexible Attribute
Attribute Mapping
Mapping Features
Features
•• Map:
Map:
–– User
User defined
defined qualifiers
qualifiers
–– User
User defined
defined attributes
attributes
•• Source
Source from
from
–– Other
Other Oracle
Oracle systems
systems
–– External
External systems
systems
•• Unlimited
Unlimited contexts
contexts with
with 100
100 data
data sources
sources per
per
context
context
•• Oracle
Oracle provides
provides (seeds)
(seeds) many
many commonly
commonly used
used
attributes.
attributes. You
You may
may not
not need
need to
to make
make any
any or
or many
many
additions
additions toto those
those attributes.
attributes.
1-60

Chapter 6 - Page 62
Flexible Attribute Mapping Concepts
Flexible
Flexible Attribute
Attribute Mapping
Mapping Concepts
Concepts
•• Use
Use flexible
flexible attribute
attribute mapping
mapping to to combine
combine attribute
attribute
values
values defined
defined inin aa qualifier
qualifier or
or pricing
pricing context.
context.
(The
(The pricing
pricing engine
engine consults
consults data
data attributes
attributes and
and
associates
associates themthemwith
with qualifiers,
qualifiers, price
price lists,
lists, and
and
formulas.)
formulas.)
•• The
The pricing
pricing engine
engine uses
uses the
the values
values ofof these
these
attributes
attributes (defaulting conditions) to determine
(defaulting conditions) to determine
which
which context
context values
values itit uses.
uses.
•• You
You can
can use
use descriptive
descriptive flexfields
flexfields to
to define
define
defaulting
defaulting conditions
conditions thatthat map
map toto the
the qualifier
qualifier and
and
pricing
pricing contexts.
contexts.
1-61

Chapter 6 - Page 63
Flexible
Flexible Attribute
Attribute Mapping
Mapping Concepts
Concepts
Default Validation
Sourcing Rules
Conditions Template
To
To enable
enable flexible
flexible attribute
attribute mapping:
mapping:
•• Define
Define a validations condition template
a validations condition template which
which
defaults
defaults qualifier
qualifier and
and pricing
pricing context.
context.
•• Define
Define sourcing
sourcing rules
rules and
and associate
associate default
default
condition
condition names
names to to them.
them.
1-62

Chapter 6 - Page 64
Flexible
Flexible Attribute
Attribute Mapping
Mapping Concepts
Concepts
You
You perform
performqualifier
qualifier and
and pricing
pricing attribute
attribute sourcing
sourcing
to
to supply
supply aa value
value for
for aa qualifier
qualifier or
or non-user
non-user enterable
enterable
pricing
pricing attribute
attribute before
before pricing
pricing aa transaction.
transaction.
1-63

Chapter 6 - Page 65
Review Question
Review
Review Question
Question
Into
Into which
which structure
structure do
do you
you place
place defaulting
defaulting
conditions?
conditions?
1.
1. Descriptive
Descriptive flexfield
flexfield
2.
2. Sourcing
Sourcing rule
rule
3.
3. Pricing
Pricing context
context
4.
4. Validation
Validation set
set
1-64

Chapter 6 - Page 66
Review
Review Question
Question Answer
Answer
Into
Into which
which structure
structure do
do you
you place
place defaulting
defaulting
conditions?
conditions?
*1.
*1. Descriptive
Descriptive flexfield
flexfield
2.
2. Sourcing
Sourcing rule
rule
3.
3. Pricing
Pricing context
context
4.
4. Validation
Validation set
set
1-65

Chapter 6 - Page 67
Flexible Attribute Mapping: Setup Processes
Flexible
Flexible Attribute
Attribute Mapping:
Mapping:
Setup
Setup Processes
Processes
•• Viewing
Viewing default
default qualifier
qualifier and
and pricing
pricing attributes
attributes
•• Entering
Entering and
and updating
updating conditions
conditions
•• Entering
Entering and
and updating
updating sourcing
sourcing rules
rules
1-66

Chapter 6 - Page 68
Flexible Attribute Mapping: Setup Process
Flexible
Flexible Attribute
Attribute Mapping:
Mapping:
Setup
Setup Process
Process
Use
Use the
the Viewing
Viewing Default
Default Qualifier
Qualifier and
and Pricing
Pricing
Attributes
Attributes process to query entities and
process to query entities and attributes
attributes for
for
which
which you can update defaulting conditions and
you can update defaulting conditions and
defaulting
defaulting rules.
rules.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
1-67
(N) Setups > Attribute Mapping

(Help) Oracle Pricing > Default Attribute Sourcing Rules > Default
Setup for Qualifier and Pricing Attributes

Chapter 6 - Page 69
Flexible
Flexible Attribute
Attribute Mapping:
Mapping:
Setup
Setup Process
Process
Use
Use the
the Entering
Entering and
and Updating
Updating Conditions
Conditions process
process to to
to
to control
control which
which defaulting
defaulting sourcing
sourcing rule
rule to
to use
use for
for aa
particular
particular qualifier
qualifier or
or pricing
pricing context
context when
when thethe pricing
pricing
engine
engine is
is determining
determining eligibility
eligibility and
and benefit
benefit and
and price
price
options.
options.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
Help for information about performing
the
the process.
process.
1-68
(N) Setups >Attribute Mapping (B) Defaulting Condition Templates

(Help) Oracle Pricing > Default Attribute Sourcing Rules > Using the
Default Validation Conditions Template

Chapter 6 - Page 70
Flexible
Flexible Attribute
Attribute Mapping:
Mapping:
Setup
Setup Process
Process
Use
Use the
the Entering
Entering andand Updating
Updating Sourcing
Sourcing Rules
Rules
process
process to to enter
enter or
or update
update sourcing
sourcing rules
rules which
which
bind
bind attribute
attribute values
values for
for attributes
attributes that
that you
you have
have
defined
defined inin aa qualifier
qualifier or
or pricing
pricing context.
context.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
the
the process.
process.
1-69
(N) Setups >Attribute Mapping (B) Defaulting Rules

(Help) Oracle Pricing > Default Attribute Sourcing Rules > Default
Sourcing Rules

Chapter 6 - Page 71
Units of Measure
Units
Units of
of Measure
Measure
•• You
You define:
define:
–– Units
Units of
of measure
measure in
in which
which you
you supply
supply items
items
–– Conversion
Conversion rates
rates among
among units
units of
of measure
measure
•• If
If you have implemented units of measure, review
you have implemented units of measure, review
them
them for
for the
the existence
existence ofof selling
selling units
units of
of measure.
measure.
•• Use
Use unit
unit of
of measure
measure conversion
conversion toto price
price in
in other
other
than
than primary
primary units
units of
of measure.
measure.
1-70
Setup Context
Perform this setup step if you have both of the following situations:
• You want to:
Price or discount items
Give non-monetary accruals as benefits
Define qualifier rules which include the seeded qualifiers Line Volume and
Line Weight
Use units of measure other than the primary unit of measure
• You have not set up selling units of measure during the Oracle Inventory
setup or a common application setup.

Chapter 6 - Page 72
Units of Measure: Setup Processes
Units
Units of
of Measure:
Measure:
Setup
Setup Processes
Processes
•• Defining
Defining Unit
Unit of
of Measure
Measure Classes
Classes
•• Defining
Defining Units
Units of
of Measure
Measure
•• Defining
Defining Unit
Unit of
of Measure
Measure Conversions
Conversions
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
these
these processes.
processes.
1-71
(N) Oracle Order Management > Setup > UOM > Units
(N) Oracle Order Management > Setup > UOM > Classes
(N) Oracle Inventory > Setup > Units of Measure > Conversions
(Help) Oracle Order Management > Setting Up > Oracle Order
Management Recommended Setup > Step 13

Chapter 6 - Page 73
Item Categories
Item
Item Categories
Categories
•• You
You can
can instruct
instruct the
the pricing
pricing engine
engine to
to apply
apply
discounts
discounts toto item
item categories.
categories.
•• Use
Use category
category and
and category
category sets
sets defined
defined for
for the
the
standard
standard seeded
seeded item
item categories
categories flexfield
flexfield
structure.
structure.
•• If
If you
you have
have implemented
implemented itemitemcategories,
categories, review
review
them
them toto ensure
ensure that
that they
they facilitate
facilitate your
your pricing
pricing
discounts
discounts and
and promotions.
promotions.
1-72
Setup Context
Perform this step if you have both of the following situations:
• You want to price by item category
• You have not set up selling item categories during the Oracle Inventory setup
or a common application setup.

Chapter 6 - Page 74
Item Categories: Setup Process
Item
Item Categories:
Categories:
Setup
Setup Process
Process
Use
Use the
the Defining
Defining Categories
Categories process
process to
to define
define item
item
categories.
categories.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
this
this process.
process.
1-73
(N) Oracle Inventory > Setup > Categories > Category Codes
(N) Oracle Inventory > Setup > Categories > Default Category Sets
(N) Oracle Inventory > Setup > Categories > Category Accounts

Chapter 6 - Page 75
Inventory Organization: Order Management Setup
Inventory
Inventory Organization:
Organization:
Order
Order Management
Management Setup
Setup
•• In
In Oracle
Oracle Order
Order Management,
Management, define
define an
an inventory
inventory
validation
validation organization to validate items as
organization to validate items as
follows:
follows:
–– In
In single
single organization
organization setup,
setup, use
use the
the inventory
inventory
master organization.
–– In
In aa multi-organization
multi-organization setup,
setup, use
use an
an
organization
organization within
within the
the set
set of
of books
books and
and not
not
the
the inventory
inventory master
organization.
1-74
Item Validation
• The validation process checks some attributes against the validation
organization and others against the shipping warehouse of the order line.
• The recommendation for multi-organization item validation setup relates to
tax. In the Receivables system options, you can default the tax code from the
item which differs from one set of books to another.

Chapter 6 - Page 76
Inventory Organization: Pricing Setup
Inventory
Organization:
Pricing
Pricing Setup
Setup
•• In
In Oracle
Oracle Pricing,
Pricing, you
you set
set aa profile
profile option
option toto
specify
specify an inventory validation organization; the
an inventory validation organization; the
pricing
pricing engine
engine uses
uses this
this organization
organization to to validate
validate
items.
items.
•• The
The list
list of
of values
values of
of for
for this
this profile
profile option
option
contains
contains the
the inventory
inventory organizations
organizations that
that you
you
have
have specified
specified in
in the
the order
order management
management item item
validation
validation organization
organization parameter.
parameter.
1-75

Chapter 6 - Page 77
Inventory Organization: Setup Process
Inventory
Organization:
Setup
Setup Process
Process
Use
Use the
the Enabling
Enabling Parameters
Parameters process
process to
to define
define the
the
order
order management
management item
item validation
validation organization.
organization.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
1-76
(N) Oracle Order Management > Setup > Parameters


Chapter 6 - Page 78
Inventory Organization: Setup Process
Inventory
Organization:
Setup
Setup Process
Process
To
To define
define the
the pricing
pricing item
itemvalidation
validation organization,
organization,
consult
consult the
the profile
profile option
option setup
setup information
information later
later in
in
this
this module.
module.
1-77
(N) Oracle Order Management > Setup > Parameters


Chapter 6 - Page 79
Items
Items
Items
•• Define
Define sellable:
sellable:
–– Product
Product items
items
–– Service
Service items
items
–– Options
Options
–– Configurations
Configurations
•• You
You can
can only
only use
use prices
prices and
and benefits
benefits with
with
predefined
predefined items.
items.
1-78
Setup Context
Perform this step if you have not defined selling items during the Oracle
Inventory setup or a common application setup.

Chapter 6 - Page 80
Items: Setup Process
Items:
Items:
Setup
Setup Process
Process
Use
Use various
various processes
processes to
to define
define items.
items.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
these
these processes.
processes.
1-79
(N) Oracle Order Management > Items > Master Items

Management Recommended Setup > Step 15 & 22

Chapter 6 - Page 81
Item Relationships
Item
Item Relationships
Relationships
•• To
To offer
offer upgrades,
upgrades, define
define aa promotional
promotional upgrade
upgrade
item
itemrelationship
relationship from
fromeach
each ordered
ordered item
itemto
to its
its
upgraded
upgraded item.
item.
•• Define
Define these
these relationships
relationships in
in the
the item
item validation
validation
organization.
organization.
•• Both
Both items
items must
must have
have the
the same
same base
base unit
unit of
of
measure
measure toto receive
receive the
the promotional
promotional upgrade
upgrade item
item
correctly.
correctly.
1-80
Setup Context
Perform this step if you want to offer item upgrade benefits.

Chapter 6 - Page 82
Item Relationships: Setup Process
Item
Item Relationships:
Relationships:
Setup
Setup Process
Process
Use
Use the
the Defining
Defining Item
Item Relationships
Relationships processes
processes to
to
define
define item
item relationships.
relationships.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
these
these processes.
processes.
1-81
(N) Oracle Pricing > Items > Item Relationships

(Help) Oracle Inventory > Items > Defining Item Relationships

Chapter 6 - Page 83
Review Question
Review
Review Question
Question
What
What pricing
pricing feature
feature requires
requires item
item relationships?
relationships?
1.
1. Categories
Categories
2.
2. Configurations
Configurations
3.
3. Qualifiers
Qualifiers
4.
4. Item
Item upgrades
upgrades
1-82

Chapter 6 - Page 84
Review
Review Question
Question Answer
Answer
What
What pricing
pricing feature
feature requires
requires item
item relationships?
relationships?
1.
1. Categories
Categories
2.
2. Configurations
Configurations
3.
3. Qualifiers
Qualifiers
*4.
*4. Item
Item upgrades
upgrades
1-83

Chapter 6 - Page 85
Pricing Lookups
Pricing
Pricing Lookups
Lookups
•• Pricing
Pricing lookup
lookup codes
codes supply
supply many
many of
of the
the lists
lists of
of
values in Oracle Pricing.
values in Oracle Pricing.
•• Pricing
Pricing lookup
lookup types
types include:
include:
–– Incompatibility
Incompatibility groups
groups
–– Pricing
Pricing group
group sequences
sequences
–– Agreement types
Agreement types
–– Request
Request types
types
–– Source
Source system
system code
code
1-84
Setup Context
Perform this step if you need to define pricing lookup codes other than those
predefined by Oracle.

Chapter 6 - Page 86
Pricing Lookups: Setup Processes
Pricing
Pricing Lookups:
Lookups:
Setup
Setup Processes
Processes
•• Viewing
Viewing predefined
predefined pricing
pricing lookups
lookups
•• Adding
Adding pricing
pricing lookups
lookups and
and values
values
1-85

Chapter 6 - Page 87
Pricing Lookups: Setup Process
Pricing
Pricing Lookups:
Lookups:
Setup
Setup Process
Process
Oracle
Oracle Pricing
Pricing has
has predefined
predefined pricing
pricing lookup
lookup codes.
codes.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes toto consult
consult Oracle
Oracle
Applications
Applications Help
Help and
and review
review the
the list
list of
of predefined
predefined
pricing
pricing lookup
lookup codes.
codes.
1-86
(Help) Oracle Pricing > Pricing Lookups > Pricing Lookups

Chapter 6 - Page 88
Pricing Lookups: Setup Process
Pricing
Pricing Lookups:
Lookups:
Setup
Setup Process
Process
Use
Use the
the Application
Application Utilities
Utilities Lookups
Lookups and
and Application
Application
Object
Object Library
Library Lookups
Lookups process
process to
to add
add pricing
pricing
lookups
lookups and
and values.
values.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
the
the process.
process.
1-87
(N) Oracle Pricing > Setups > Lookups

(Help) Application Developer Forms > Lookups

Chapter 6 - Page 89
Order Management Lookups
Order
Order Management
Management Lookups
Lookups
•• Order
Order management
management lookup
lookup codes
codes supply
supply many
many of
of
the
the lists
lists of
of values
values in
in Oracle
Oracle Pricing.
Pricing.
•• Order
Order management
management lookup
lookup types
types include:
include:
–– Sales
Sales channels
channels
–– Order
Order categories
categories
–– Line
Line categories
categories
–– Order
Order sources
sources
–– Shipment
Shipment priorities
priorities
–– Ship
Ship methods
methods
1-88
Setup Context
Perform this step if you need to define order management lookup codes other than

Chapter 6 - Page 90
Order Management Lookups: Setup Processes
Order
Order Management
Management Lookups:
Lookups:
Setup
Setup Processes
Processes
•• Viewing
Viewing predefined
predefined order
order management
management lookups
lookups
•• Defining
Defining Order
Order Management
Management QuickCodes
QuickCodes
1-89

Chapter 6 - Page 91
Order Management Lookups: Setup Process
Order
Order Management
Management Lookups:
Lookups:
Setup
Setup Process
Process
Oracle
Oracle Order
Order Management
Management has
has predefined
predefined order
order
management
management lookups.
lookups.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes toto consult
consult Oracle
Oracle
Applications
Applications Help
Help and
and review
review the
the list
list of
of predefined
predefined
order
order management
management lookups.
lookups.
1-90
(N) Oracle Order Management> Setup > Quickcodes > Order

Management

Chapter 6 - Page 92
Order Management Lookups: Setup Process
Order
Order Management
Management Lookups:
Lookups:
Setup
Setup Process
Process
Use
Use the
the Defining
Defining Order
Order Management
QuickCodes
process
process to
to add
add order
order management
management lookups
lookups and
and
values.
values.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
the
the process.
process.
1-91

Management

Chapter 6 - Page 93
Shipping Lookups
Shipping
Shipping Lookups
Lookups
Shipping
Shipping lookup
lookup codes
codes supply
supply many
many of
of the
the lists
lists of
of
values
values in
in Oracle
Oracle Pricing.
Pricing.
1-92
Setup Context
Perform this step if you need to define shipping lookup codes other than those
predefined by Oracle.

Chapter 6 - Page 94
Shipping Lookups: Setup Processes
Shipping
Shipping Lookups:
Lookups:
Setup
Setup Processes
Processes
•• Viewing
Viewing predefined
predefined shipping
shipping lookups
lookups
•• Adding
Adding shipping
shipping lookups
lookups and
and values
values
1-93

Chapter 6 - Page 95
Shipping Lookups: Setup Process
Shipping
Shipping Lookups:
Lookups:
Setup
Setup Process
Process
Oracle
Oracle Shipping
Shipping Execution
Execution has
has predefined
predefined shipping
shipping
lookups.
lookups.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes toto consult
consult Oracle
Oracle
Applications
Applications Help
Help and
and review
review the
the list
list of
of predefined
predefined
shipping
shipping lookups.
lookups.
1-94
(N) Oracle Shipping Execution > Setup > Lookups

(Help) Oracle Shipping Execution > Setting Up > Setup Steps >
Step 4

Chapter 6 - Page 96
Shipping Lookups: Setup Process
Shipping
Shipping Lookups:
Lookups:
Setup
Setup Process
Process
Use
Use the
the Application
Application Utilities
Utilities Lookups
Lookups and
and Application
Application
Object
Object Library
Library Lookups
Lookups process
process to
to add
add shipping
shipping
lookups
lookups and
and values.
values.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
the
the process.
process.
1-95
(N) Oracle Shipping Execution > Setup > Lookups

(Help) Application Developer Forms > Lookups

Chapter 6 - Page 97
Customers
Customers
Customers
Define
Define the
the following
following customer
customer information:
information:
•• Classes
Classes
•• Profile
Profile classes
classes
•• Customers
Customers
•• Customer
Customer sites
sites
1-96
Setup Context
Perform this step if you have not set up customer information during the Oracle
Receivables setup, the Oracle Order Management setup, or a common application
setup.
Management Recommended Setup > Steps 17 & 18

Chapter 6 - Page 98
Order Types
Order
Order Types
Types
•• In
In Oracle
Oracle Order
Order Management,
Management, define
define order
order types
types to
to
classify
classify orders
orders and
and returns.
returns.
•• You
You can
can price
price and
and discount
discount by
by order
order type.
type.
1-97
Setup Context
Perform this step if you have have not defined order types during the Oracle
Order Management setup or a common application setup.

Chapter 6 - Page 99
Order Types: Setup Process
Order
Order Types:
Types:
Setup
Setup Process
Process
Use
Use the
the Defining
Defining Transaction
Transaction Types
Types process
process to
to
define
define order
order types.
types.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
1-98
(N) Oracle Order Management > Setup > Transaction Types > Define

Chapter 6 - Page 100
Line Types
Line
Line Types
Types
•• In
In Oracle
Oracle Order
Order Management,
Management, define
define line
line types
types to
to
classify
classify order
order and
and return
return lines.
lines.
•• You
You can
can price
price and
and discount
discount by
by line
line type.
type.
1-99
Setup Context
Perform this step if you have have not defined line types during the Oracle Order
Management setup or a common application setup.

Line Types: Setup Process
Line
Line Types:
Types:
Setup
Setup Process
Process
Use
Use the
the Defining
Defining Transaction
Transaction Types
Types process
process to
to
define
define line
line types.
types.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
1-100
(N) Oracle Order Management > Setup > Transaction Types > Define

Freight Terms
Freight
Freight Terms
Terms
•• In
In Oracle
Oracle Order
Order Management,
Management, define
define freight
freight terms.
terms.
•• You
You can
can do
do the
the following
following with
with freight
freight terms:
terms:
–– Price
Price
–– Upgrade
Upgrade
–– Surcharge
Surcharge
•• Define
Define payment
payment terms
terms to
to determine
determine the
the payment
payment
schedule
schedule and
and discount
discount information
information for
for freight
freight
charges.
charges.
1-101
Setup Context
Perform this step if you have have not defined freight terms during the Oracle

Freight Terms: Setup Process
Freight
Freight Terms:
Terms:
Setup
Setup Process
Process
Use
Use the
the Defining
Defining Order
Order Management
QuickCodes
process
process to
to define
define freight
freight terms.
terms.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
1-102

Management

Freight Cost Type
Freight
Freight Cost
Cost Type
Type
•• In
In Oracle
Oracle Order
Order Management,
Management, define
define freight
freight cost
cost
types.
types.
•• You
You can
can do
do the
the following
following with
with freight
freight cost
cost types:
types:
–– Price
Price
–– Upgrade
Upgrade
–– Surcharge
Surcharge
1-103
Setup Context
Perform this step if you have have not defined freight cost types during the Oracle

Freight Cost Type
Freight
Freight Cost
Cost Type
Type
•• Using
Using freight
freight cost
cost types,
types, you
you can:
can:
–– Define
Define allowable
allowable freight
freight costs
costs and
and suggested
suggested
amounts
amounts forfor shipments.
shipments. The The pricing
pricing engine
engine
applies
applies them when you plan an delivery line
them when you plan an delivery line
and
and when
when you
you ship
ship confirm
confirm atat ship
ship confirm.
confirm.
–– Add
Add multiple
multiple freight
freight costs
costs to
to aa shipment
shipment fromfrom
the freight cost types that you define.
the freight cost types that you define.
–– Define
Define multiple
multiple freight
freight costs
costs for
for aa specific
specific
freight
freight cost
cost type.
type. For
For example,
example, create
create different
different
insurance
insurance costs
costs under
under the
the insurance
insurance freight
freight
cost
cost type.
type.
1-104

Freight Cost Type: Setup Process
Freight
Freight Cost
Cost Type:
Type:
Setup
Setup Process
Process
Use
Use the
the Defining
Defining Freight
Freight Costs
Costs process
process to
to define
define
freight
freight cost
cost types.
types.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
1-105
(N) Oracle Order Management> Setup > Freight > Define Freight Cost
Types
(Help) Oracle Shipping Execution > Setting Up > Defining Shipping
Parameters > Defining Freight Costs

Payment Terms
Payment
Payment Terms
Terms
•• In
In Oracle
Oracle Order
Order Management,
Management, define
define payment
payment
terms.
terms.
•• You
You can
can do
do the
the following
following with
with payment
payment terms:
terms:
–– Price
Price
–– Upgrade
Upgrade
–– Surcharge
Surcharge
•• Define
Define payment
payment terms
terms to
to determine
determine the
the payment
payment
schedule
schedule and
and discount
discount information
information for
for customer
customer
invoices,
invoices, debit
debit memos,
memos, andand commitments.
commitments.
1-106
Setup Context
Perform this step if you have have not defined payment terms during the Oracle
Receivables setup, the Oracle Order Management setup, or a common application
setup.

Payment Terms: Setup Process
Payment
Payment Terms:
Terms:
Setup
Setup Process
Process
Use
Use the
the Defining
Defining aa Payment
Payment Term
Term process
process to
to define
define
payment
payment terms.
terms.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
1-107
(N) Oracle Order Management > Setup > Orders > Payment Terms
(Help) Oracle Receivables > Setting Up > Setup Checklist > Step 16

Currency
Currency
Currency
•• In
In Oracle
Oracle Order
Order Management,
Management, define
define and
and enable
enable
currencies.
currencies.
•• Oracle
Oracle predefines
predefines currencies
currencies specified
specified inin
International
International Standards
Standards Organization
Organization (ISO)
(ISO)
Standard
Standard 4217.
4217.
•• You
You define
define non-ISO
non-ISO currencies.
currencies.
•• If
If you
you have
have implemented
implemented currencies,
currencies, review
review them
them
to
to ensure
ensure that
that you
you have
have enabled
enabled all
all the
the currencies
currencies
that
that you
you need
need to
to perform
perform pricing
pricing functions.
functions.
1-108
Setup Context
Perform this step if you have either of the following situations:
• You have not defined other than International Standards Organization (ISO)
currencies during Oracle General Ledger , Oracle Receivables, or Oracle
Order Management setup.
• You have not enabled currencies during the Oracle General Ledger setup, the
Oracle Receivables setup, the Oracle Order Management setup, or a common
applications setup.

Currency: Setup Process
Currency:
Currency:
Setup
Setup Process
Process
Use
Use the
the Defining
Defining Currencies
Currencies process
process to
to define
define
currencies.
currencies.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
1-109
(N) Oracle Order Management > Setup > Financials > Currencies >
Currencies
(Help) Oracle General Ledger > Setting Up General Ledger > Setting
Up General Ledger > Step 6

System Sourcing
System
System Sourcing
Sourcing
•• The
The source
source system
system identifies
identifies which
which application
application
created
created pricing
pricing data.
data.
•• Applications
Applications that
that create
create price
price and
and modifier
modifier lists
lists
store
store their
their source
source inin the
the lists.
lists.
•• You
You assign
assign source
source systems
systems to to request
request types.
types.
•• The
The pricing
pricing engine
engine uses
uses the
the request
request type
type toto
determine
determine thethe source
source of of pricing
pricing data
data that
that itit uses
uses to
to
price
price aa transaction.
transaction.
1-110
Setup Context
• Your pricing data application source is not Oracle Pricing
• You are integrating Oracle Pricing with an application other than Oracle
Order Management

System Sourcing Examples
System
System Sourcing
Sourcing Examples
Examples
•• Contracts:
Contracts:
–– Assign
Assign source
source system
system Oracle
Oracle Contracts
Contracts to
to
request
request type
type Contracts.
Contracts.
–– To
To price
price aa contract,
contract, use
use price
price and
and modifier
modifier
lists created by Oracle Contracts.
lists created by Oracle Contracts.
•• Orders:
Orders:
–– Assign
Assign source
source systems
systems Oracle
Oracle Pricing
Pricing and
and mymy
system
systemA Atoto request
request type
type ONT:
ONT: Oracle
Oracle Order
Order
Management.
Management.
–– To
To price
price an
an order,
order, use
use price
price and
and modifier
modifier lists
lists
created
created by
by Oracle
Oracle Pricing
Pricing and
and my
my system
system A.
A.
1-111

System Sourcing: Setup Process
System
System Sourcing:
Sourcing:
Setup
Setup Process
Process
Use
Use the
the Defining
Defining aa New
New Source
Source System
System Mapping
Mapping
process
process to
to define
define new
new source
source system
system mappings.
mappings.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
1-112
(N) Oracle Pricing > Setups > Source Systems

(Help) Oracle Pricing > Setting Up > Setup Steps > Step 20

Review Question
Review
Review Question
Question
By
By which
which setup
setup feature
feature can
can you
you not
not price
price and
and
discount?
discount?
1.
1. Freight
Freight cost
cost type
type
2.
2. Source
Source system
system
3.
3. Lookups
Lookups
4.
4. Line
Line type
type
1-113

Review
Review Question
Question Answer
Answer
By
By which
which setup
setup feature
feature can
can you
you not
not price
price and
and
discount?
discount?
1.
1. Freight
Freight cost
cost type
type
*2.
*2. Source
Source system
system
3.
3. Lookups
Lookups
4.
4. Line
Line type
type
1-114

Event Phasing Control Features
Event
Event Phasing
Phasing Control
Control Features
Features
•• Events:
Events: Periods
Periods of
of time
time within
within the
the order
order flow
flow
•• Phases:
Phases: Groups
Groups of
of pricing
pricing activities
performed at
at
the same time
the same time
1-115
Setup Context
• You want to define pricing phases other than those predefined by Oracle
• You want to modify the pricing phases predefined by Oracle

Events and Phases
Events
Events and
and Phases
Phases
Order Flow
Events
Modifiers
Phase 0 Phase 1
1-116

Event/Phase Mapping
Event/Phase
Event/Phase Mapping
Mapping

Mapping
Enter Order Line uses

0 List Line Base Price
Book Order uses

Save Order uses

3 All Lines Adjustment
4 Header Level Adjustment
1-117

Event/Phase Mapping
Event/Phase
Event/Phase Mapping
Mapping

Mapping

Corporate Price List: Computer
Promotion Price List: Monitors
Corporate Promotion: 5% discount
Computer Promotion: Free printer
Book Order uses 2 List Line Adjustment
Corporate Price List: Gold Service
1-118

Event Phasing: Setup Processes
Event
Event Phasing:
Phasing:
Setup
Setup Processes
Processes
•• Viewing
Viewing predefined
predefined events
events and
and phases
phases
•• Entering
Entering New
New Event
Event Phases
Phases
1-119

Event Phasing: Setup Process
Event
Event Phasing:
Phasing:
Setup
Setup Process
Process
Oracle
Oracle Pricing
Pricing has
has predefined
predefined events
events and
and phases.
phases.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes toto consult
consult Oracle
Oracle
Applications
Applications Help
Help and
and review
review the
the list
list of
of predefined
predefined
events
events and
and phases.
phases.
1-120

Event Phasing: Setup Process
Event
Event Phasing:
Phasing:
Setup
Setup Process
Process
Use
Use the
the Entering
Entering New
NewEvent
Event Phases
Phases process
process to
to define
define
new
new event
event phases.
phases.
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
1-121
(N) Oracle Pricing > Setups > Event Phases


Profile Options
Profile
Profile Options
Options
Specify:
Specify:
•• Implementation
Implementation parameters
parameters
•• Processing
Processing options
options
•• System
System options
options
1-122

Profile Options: Setup Process
Profile
Profile Options:
Options:
Setup
Setup Process
Process
Use
Use the
the navigation
navigation path
path in
in the
the notes
notes to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about pricing
pricing
profile
profile options.
options.
1-123
(N) Oracle Order Management > Setups > Profiles

(N) Oracle Applications Object Library > Profiles > System
(Help) Oracle Pricing > Setting Up > Profile Options

Review Question
Review
Review Question
Question
What
What denotes
denotes groups
groups of
of pricing
pricing activities
performed
at
at the
the same
same time?
time?
1.
1. Pricing
Pricing phases
phases
2.
2. Pricing
Pricing groups
groups
3.
3. Pricing
Pricing options
options
4.
4. Pricing
Pricing events
events
1-124

Review
Review Question
Question Answer
Answer
What
What denotes
denotes groups
groups of
of pricing
pricing activities
performed
at
at the
the same
same time?
time?
*1.
*1. Pricing
Pricing phases
phases
2.
2. Pricing
Pricing groups
groups
3.
3. Pricing
Pricing options
options
4.
4. Pricing
Pricing events
events
1-125

Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Overview
Overview
•• Installation
Installation
•• Setup
Setup process
process
•• Upgrade
Upgrade and
and implementation
implementation
•• Summary
Summary
1-126

Upgrade Functionality
Upgrade
Upgrade Functionality
Functionality
Oracle
Oracle Pricing
Pricing release
release 11i
11i basic
basic functionality
functionality is
is
similar
similar to that of release 11 Oracle Order
to that of release 11 Oracle Order Entry
Entry with
with
some
some enhancements.
enhancements.
1-127

Implementation Planning
Implementation
Planning
•• To
To use
use the
the flexibility
flexibility of
of Oracle
Oracle Advanced
Advanced Pricing,
Pricing,
develop
develop an an implementation
implementation plan.
plan.
•• To
To begin,
begin, analyze
analyze your
your organization’s
organization’s business
business
needs in terms
needs in terms of: of:
–– List
List prices
prices
–– Modifier
Modifier types
types
–– Buckets
Buckets
–– Events
Events and
and phases
phases
–– Incompatibility
Incompatibility groups
groups and
and exclusivity
exclusivity
–– Modifier levels
Modifier levels
1-128

Implementation
Planning
–– Flags
Flags
–– Other
Other setups
setups
–– Precedence
Precedence steps
steps
–– Unit of measure
Unit of measure
–– Qualifier
Qualifier segments
segments and
and sourcing
sourcing rules
rules
1-129

Implementation Planning: List Price
Implementation
Implementation Planning:
Planning:
List
List Price
Price
Determine:
Determine:
•• IfIf your
your prices
prices are
are at
at the
the product
product level
level or
or product
product
hierarchy level or both
hierarchy level or both
•• Precedence
Precedence levels
levels
•• IfIf you
you price
price based
based onon volume
volume purchased
purchased
Design
Design price
price lists.
lists. Minimize
Minimize their
their number
number by
by using:
using:
•• Qualifiers
Qualifiers
•• Modifiers
Modifiers
•• Attributes
Attributes
•• Formulas
Formulas
®
1-130

Implementation Planning: Modifier Types
Implementation
Planning:
Modifier
Modifier Types
Types
Categorize
Categorize your
your discounts
discounts and
and promotions
promotions into
into
Oracle
Oracle Advanced
Advanced Pricing
Pricing modifier
modifier types.
types.
1-131

Implementation Planning: Buckets
Implementation
Planning:
Buckets
Buckets
•• Plan
Plan cascading
cascading discount
discount buckets
buckets
•• Assign
Assign discounts
discounts to
to the
the correct
correct buckets
buckets based
based on
on
the subtotal from which the pricing engine should
the subtotal from which the pricing engine should
begin
begin the
the calculation
calculation
1-132

Implementation Planning: Events and Phases
Implementation
Planning:
Events
Events and
and Phases
Phases
•• Decide
Decide to
to which
which event
event and
and phase
phase each
each discount
discount
and
and promotion
promotion belongs.
belongs.
•• Tie
Tie phases
phases to
to order
order events.
events.
1-133

Implementation Planning: Incompatibility Groups and
Exclusivity
Implementation
Planning:
Incompatibility
Groups and
and Exclusivity
Exclusivity
•• Determine:
Determine:
–– The
The pricing
pricing bands
bands to
to which
which the
the various
various
discounts
discounts and
and promotions
promotions belong.
belong.
–– Which
Which discounts
discounts and
and promotions
promotions apply
apply
together,
together, are
are incompatible,
incompatible, or
or are
are exclusive.
exclusive.
•• Analyze
Analyze discount
discount schemes
schemes and
and promotions
promotions to
to
determine
determine their
their impact.
impact.
1-134

Implementation Planning: Modifier Levels
Implementation
Planning:
Modifier
Modifier Levels
Levels
Categorize
Categorize the
the modifiers
modifiers into
into the
the following
following types:
types:
•• Line
Line
•• Group
Group line
line
•• Order
Order
1-135

Implementation Planning: Flags
Implementation
Planning:
Flags
Flags
Analyze
Analyze your
your discounts,
discounts, charges,
charges, and
and promotions
promotions in
in
terms
terms of
of the
the following
following flags:
flags:
•• Automatic
Automatic
•• Override
Override
•• Asked
Asked for
for
•• Accrual
Accrual
1-136

Implementation Planning: Other Setups
Implementation
Planning:
Other
Other Setups
Setups
Determine
Determine schemes
schemes for:
for:
•• Precedence
Precedence preferences
preferences
•• Profile
Profile options
options
•• Break
Break types
types
•• Pricing
Pricing attribute
attribute controls
controls
1-137

Implementation Planning: Precedence Steps
Implementation
Planning:
Precedence
Precedence Steps
Steps
Evaluate
Evaluate and
and adjust
adjust default
default precedence
precedence values
values for:
for:
•• Qualifiers
Qualifiers
•• Product
Product hierarchy
hierarchy
1-138

Implementation Planning: Unit of Measure
Implementation
Planning:
Unit
Unit of
of Measure
Measure
Decide
Decide pricing
pricing units
units of
of measure
measure for
for items.
items. Unit
Unit of
of
measure
measure controls:
controls:
•• Whether
Whether the
the pricing
pricing engine
engine selects
selects aa modifier
modifier
•• Whether
Whether the
the list
list price
price in
in the
the order
orderunit
unit of
of measure
measure
overrides
overrides the
the precedence
precedence
1-139

Implementation Planning: Qualifier Segments and
Sourcing Rules
Implementation
Planning:
Qualifier
Qualifier Segments
Segments and
and Sourcing
Sourcing Rules
Rules
Determine
Determine if,
if, in
in addition
addition to
to seeded
seeded information,
information, you
you
need
need to
to define
define discounts,
discounts, promotions,
promotions, and
and charges
charges
based
based on
on additional:
additional:
•• Qualifier
Qualifier segments
segments
•• Sourcing
Sourcing rules
rules
1-140

Review Question
Review
Review Question
Question
Which
Which of
of the
the following
following denotes
denotes the
the highest
highest
precedence?
precedence?
1.
1. 100
100
2.
2. 160
160
3.
3. 240
240
4.
4. 350
350
1-141

Review
Review Question
Question Answer
Answer
Which
Which of
of the
the following
following denotes
denotes the
the highest
highest
precedence?
precedence?
*1.
*1. 100
100
2.
2. 160
160
3.
3. 240
240
4.
4. 350
350
1-142

Agenda
Agenda
Agenda
•• Introduction
Introduction
•• Overview
Overview
•• Installation
Installation
•• Setup
Setup process
process
•• Upgrade
Upgrade and
and implementation
implementation
•• Summary
Summary
1-143

Summary
Summary
Summary
In
In this
this module,
module, you
you should
should have
have learned
learned how
how to:
to:
•• Discuss
Discuss the
the pricing
pricing process
process
•• Describe
Describe the
the set
set up
up steps
steps
•• Identify
Identify upgrade
upgrade and
and implementation
implementation
considerations
considerations
1-144


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R11i Order Management

Suite of Products: Pricing

Restricted Rights Legend

Elizabeth McCormally, Tom Myers

Technical Contributors and Reviewers

This book was published using:

Overview of Pricing ...............................................................................................................1-1

Copyright © Oracle Corporation, 2000. All rights reserved.

R11i Order Management Suite of Products: Pricing Process Table of Contents

Copyright © Oracle Corporation, 2000. All rights reserved.

R11i Order Management Suite of Products: Pricing Process Table of Contents

Copyright © Oracle Corporation, 2000. All rights reserved.

R11i Order Management Suite of Products: Pricing Process Table of Contents

Copyright © Oracle Corporation, 2000. All rights reserved.

R11i Order Management Suite of Products: Pricing Process Table of Contents

Copyright © Oracle Corporation, 2000. All rights reserved.

R11i Order Management Suite of Products: Pricing Process Table of Contents

Copyright © Oracle Corporation, 2000. All rights reserved.

R11i Order Management Suite of Products: Pricing Process Table of Contents

R11i Order Management Suite of Products: Pricing Process Table of Contents

• General pricing business knowledge

• Ability to navigate in the Oracle Applications

• There are no prerequisites for this course.

How This Course Is Organized

R11i Order Management Suite of Products: Pricing Process is an instructor-led

Copyright © Oracle Corporation, 2000. All rights reserved.

R11i Order Management Suite of Products: Pricing Process Table of Contents

Title Part Number

Oracle Pricing User’s Guide Release 11i

• System release bulletins

• Installation and user’s guides

• Oracle Applications User’s Group (OAUG) articles

Copyright © Oracle Corporation, 2000. All rights reserved.

R11i Order Management Suite of Products: Pricing Process Table of Contents

Convention Element Example

Caps and Buttons, Click the Executable button.

Courier new, Code output, Code output: debug.set (‘I”, 300);

Initial cap Graphics labels Customer address (but Oracle Payables)

Italic Emphasized words Do not save changes to the database.

Uppercase SQL column Use the SELECT command to view

Convention Element Example

Copyright © Oracle Corporation, 2000. All rights reserved.

R11i Order Management Suite of Products: Pricing Process Table of Contents

Commas Key sequences Press and release keys one at a time:

Typographic Conventions in Code

Convention Element Example

Passwords DROP USER scott

Lowercase Syntax variables CREATE ROLE role

Typographic Conventions in Navigation Paths

This simplified path translates to the following:

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

3. (B) Click the Approve button.

R11i Order Management Suite of Products: Pricing Process Table of Contents

Typographical Conventions in Help System Paths

The following help navigation path, for example—

(Help) General Ledger > Journals > Enter Journals

—represents the following sequence of actions:

2. Under the General Ledger entry, expand Journals.

3. Under Journals, select Enter Journals.

To display help for a current window:

A web browser window appears, containing search and navigation frames on

The document frame provides information on the window containing the

Copyright © Oracle Corporation, 2000. All rights reserved.