Practice - Creating a Discount Modifier Using Qualifiers

Overview
In this practice, you will learn how to create a discount modifier to apply a 5% discount.
You will then create a sales order and see the discount applied automatically.

Creating a Discount Modifier

Responsibility = Oracle Management Super User, Vision Operations

QP: Allow Buckets For Manual Modifiers
Default Value: No
This profile option enables you to define buckets for manual line or group of line level modifiers.
Yes: Enables you to define buckets for manual line or group of line level modifiers.
No: You cannot define buckets for manual line or group of line level modifiers.

1. Navigate to the Define Modifier window.

2. (T) Main:
 Modifier Type = Discount List
 Number = SH-Discount 1
 Active = Deselected (to start)
 Automatic = Selected
 Name = SH-Discount 1
 Version =1
 Start Date = Today’s date
 Description = 4
3. (B) List Qualifiers. Enter the following qualifiers:
Qualifier Context Qualifier Attribute Operator Value From
Customer Customer Name = Global Communications
Modifier List Price List = SH-Price List 4
4. (B) OK.
This action applies the qualifier to the modifier and modifier lines defined in the Modifiers Summary tab.
5. (T) Modifiers Summary tab:
Modifier Modifier Modifier Start/ Finish Pricing Phase Incompatibility Bucket
Number Level Type Dates Level
1 Line Discount Optional 10 – List Line (blank) 1
Adjustment
6. (T) Discounts/Charges:
 Application Method = Percent
 Value = 5

7. A discount of 5% will be applied for all products ordered, but only when:
  Customer is Global Communications, and
 Price list for the order is SH-Price List 4
8. Return to the header of the modifier and select the Active check box.

9. (I) Save.
Creating a Sales Order Using a Discount Modifier
Responsibility = Order Management Super User, Vision Operations
10. Navigate to the Sales Orders window.
 (N) Orders, Returns > Sales Orders
11. (T) Order Information, (T) Main:
 Customer = Global Communications. Required sales order header information defaults from your customer
setup.
 Order Type = Mixed
 Price List = SH-Price List 4
12. (T) Line Items:
 Ordered Item = DD-00010-0040-01
 Qty = 10
13. (I) Save. Note the order number 66399.
14. (B) Actions > View Adjustments.
15. (T) Adjustments. Note that the 5% modifier discount has been applied.

Manual Apply
 Freight and Special Charge List Modifier

Add freight charges that are applied to the sales order total

Order Total > $500 Order Total < $500

10% 20%
Freight Freight
Charge Charge

Copyright © 2007, Oracle. All rights reserved.

Practice - Creating a Freight and Special Charge List Modifier
Overview
In this practice, you create a Freight and Special Charge List modifier using formulas, modifiers, and qualifiers.
In this exercise you will define:
 Two Special Charge Formulas
 A Modifier List with four line modifiers that determine how to use the formulas
 List and line qualifiers to determine eligibility
Note: For freight charge modifiers, you can apply freight charges corresponding to ONLY ONE Charge name (such
as "Freight Costs") even if several charge names qualify.

Assumptions
 Oracle Order Management Super User responsibility
 You must have access to an Oracle Application Vision database or comparable training or test instance
at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this practice. If you are running
Basic Pricing, the pricing system software components restrict exposure of advanced features in the pricing windows.
Therefore, the screenshots may differ from the pricing windows in the Oracle Application Vision database or
comparable training or test instance you use at your site to complete this practice.

Defining the First Formula

Responsibility = Oracle Order Management Super User, Vision Operations (USA)

1. Navigate to the Pricing Formulas window.

 (N) Pricing > Pricing Formulas > Formulas Setup

2. Enter the following:
 Name = SH-Freight
 Description = Dollar Amount x Constant .01
 Formula = 1*2
Formula Type Pricing Attribute Context Pricing Attribute Component Step
Pricing Attribute Volume Item Amount N/A 1
Numeric Constant N/A N/A .01 2
3. (I) Save.

Defining the Second Formula

4. Enter the next formula
 Name = SH-Handling
 Description = Item Quantity x Constant .05
 Formula = 1*2
5. Formula Lines region:
Formula Type Pricing Attribute Context Pricing Attribute Component Step
Pricing Attribute Volume Item Quantity N/A 1
Numeric Constant N/A N/A .05 2

6. (I) Save.
7. Run Build Formula Package
8. Build Attribute Mapping Rules
Defining a Freight and Special Charge List Modifier
Note: For freight charge modifiers, you can apply freight charges of one Charge Name (such as "Freight Costs") only
once even if more number of charges qualifies.
7. Navigate to the Define Modifier window.

 (N) Pricing > Modifiers > Modifier Setup

8. (T) Main. Enter the following:
 Type = Freight and Special charge List
 Number = SH-Freight and Handling
 Active = Deselected (to start)
 Automatic = Selected
 Name = SH-Freight and Handling
 Version = 1
 Start Date = Default
 Currency =Defaults
 Description = Enter a meaningful description

9. (B) List Qualifiers.

Grouping Number Qualifier Context Qualifier Attribute Precedence Operator Value From
1 Modifier List Price List Defaults = SH-Price List 1
1 Order Order Type Defaults = Mixed
10. (B) OK.
11. (T) Main, (T) Modifiers Summary.
Modifier Number Level Modifier Type Start/End Dates Automatic Pricing Phase Bucket
Freight1 Line Freight/Special Charge Optional Selected 50 (Line Charges) 1
12. (T) Discounts/Charges.
Charge Name Formula Application Method Value
Freight Costs SH-Freight Lumpsum (blank)

13. (B) Line Qualifiers:

Grouping Qualifier Context Qualifier Attribute Precedence Operator Value From Value
Number To
1 Volume Order Amount Defaults BETWEEN 0 10000
14. (B) OK.
15. (T) Modifiers Summary to create a new modifier line:
Modifier Number Level Modifier Type Start/End Automatic Pricing Phase Bucket
Dates
Freight2 Order Freight/Special Charge Optional Selected 70 (Charges: (Blank)
Header/All Lines)

16. (T) Discounts/Charges.

Charge Name Application Method Value
Freight Costs Lumpsum 100

17. (B) Line Qualifier.

Grouping Qualifier Qualifier Value Value
Number Context Attribute Precedence Operator From To
1 Volume Order Amount Defaults BETWEEN 0 10000
18. (B) OK.
19. (T) Modifiers Summary. Create a new modifier line

Modifier Number Level Modifier Type Start/End Dates Automatic Pricing Phase Bucket
Handling1 Line Freight/Special Charge Optional Selected 50 (Line Charges) 1
20. (T) Discounts/Charges.
Charge Name Formula Application Method Value
Handling Costs SH-Handling Lumpsum Blank

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

Grouping Number Qualifier Context Qualifier Precedence Operator Value From Value To
Attribute
1 Volume Order Amount Defaults BETWEEN 0 10000.99
22. (B) OK.
23. (T) Modifiers Summary. Create a new modifier line:
Modifier Level Modifier Type Start/End Dates Automatic Pricing Phase Bucket
Number
Handling2 Order Freight/Special Charge Optional Selected 70 (Charges: Header/All (blank)
Lines)
24. (T) Discounts/Charges.

Charge Name Application Method Value

Handling Costs Lumpsum 50

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

Grouping Qualifier Qualifier Operator Value Value To
Number Context Attribute Precedence From

1 Volume Order Amount Defaults BETWEEN 10001 9999999

26. (B) OK.
27. (T) Main tab.
28. Select the Active check box.

29. (I) Save your work.

Creating a Sales Order Using the Freight and Special Charge Modifier

Responsibility = Oracle Order Management Super User, Vision Operations (USA)

30. Navigate to the Sales Orders window.

 (N) Orders, Returns > Sales Orders

31. (T) Order Information, (T) Main
 Customer = XX-Big City Electronics
 Order Type = Mixed
 Required Header information defaults from your customer setup
 Price List = XX-Price List 1
32. (T) Line Items
 Ordered Item = DD-00010-0040-01
 Quantity =10

33. (I) Save your work and note the order number 66402.
34. (B) Actions > Charges and Freight Costs to view your charges.
35. Close the window.
36. (T) Order Information.
37. (B) Actions > Charges.

38. Close the Charges window.

39. Increase the quantity ordered (such as quantity 20) of the order line so that the ordered amount exceeds $1,000.
40. (I) Save.
41. (B) Actions > Charges and Freight Costs. There should be no changes provided that the Order Total is above $1,000.
42. Close the window.
43. (T) Order Information tab.
44. (B) Actions > Charges.
There should be a line for Freight Costs of $750 and a line for Handling Costs of $100 (provided the Order Total is
greater than $1,000).

45. Save your work.

Discount Per Item And Quantity
For any 10 compact discs purchased by Jan 2016, the customer receives two Currency Discount
1. Create a modifier.
Modifier Type: Discount

Modifier Level: Line

End Date: 31 Jan 2016

Product Attribute: Item Number

Product Attribute Value: DD-00010-0040-01

Volume Type: Item Quantity

Break Type: Recurring

Value From: 10
Application Method: Lumpsum
Value: 2

Test Scenario
Explain New Selling Price
Quantity List Price Extended Lump sum NEW Selling Price
Amount
100 20 2000 (100/10)=10 ---- (10*2)=20 (2000-20)/100=19.8
Line 2

Explain New Selling Price

Quantity List Price Extended Amount Lump sum NEW Selling Price
20 25 500 (20/5)=4---(4*2)=8 (500-8)/20=24.6
Discount for Third Unit
Customers who buy two bottles of shampoo receive one Currency unit off of the third bottle of
shampoo.
1. Create a modifier.
Modifier Type: Discount

Modifier Level: Line

Product Attribute: Item Number

Product Attribute Value: DD-00030-0110-01

Volume Type: Item Quantity

Break Type: Recurring

UOM: Each

Value From: 3

Application Method: Lumpsum

Value: 1

Test Scenario
.
Explain New Selling Price
Quantity List Price Extended Amount Lump sum NEW Selling Price
100 30 3000 (100/3)=33---(33*1)=33 (3000-33)/100=29.67