Oracle Advanced Pridcing

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Oracle Advanced Pricing

Users Guide

Release 11i

August 2002

Part No. A90830-03


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Oracle Advanced Pricing Users Guide, Release 11i

Part No. A90830-03

Copyright 1996, 2002, Oracle Corporation. All rights reserved .

Primary Au thor s: Tom Myers, John Salvini, James Siri

Contributing Authors: Manoj Arya, Rajendra Badadar, Vishwajit Bhave, Reb Bowman, RajeshwariChellam, Amy Cui, T. Geresh, Sripriya Gopal, Vivek Gulati, Dharmender Gupta, Nitin Hase, LeslieHer shey, Jayar ama Holla, Ash utosh Itkelw ar, Jeff Lee, Vivian Lee, Yang Li, Shu -Hu i Lin, Tony M axey,Sameer Phatarpekar, Abhijit Prasad, Alison Schofield, Renganathan Sreenivasan, Kannan Tarakad, RaviTata, Boon Tea, , Maria Viglionese Mathen y, Steve Mosur a, Navneet Ritolia, Giridhar Tippired dy,Hock-Shan Wong, Linda Xu.

Contributors: Elizabeth Looney, David Reitan

The Programs (which include both the software and docum entation) contain prop rietary information ofOracle Corporation; they are provid ed u nd er a license agreement containing restrictions on use an ddisclosure and are also protected by copyright, patent, and other intellectual and ind ustrial propertylaws. Reverse engineering, d isassembly, or d ecompilation of the Programs is p rohibited.

Program d ocumentation is licensed for use solely to sup port the d eployment of the Programs and n ot forany other purpose.

The information contained in this docum ent is subject to change w ithout notice. If you find any p roblemsin the docum entation, please report them to u s in writing. Oracle Corporation does not warr ant that thisdocum ent is error free. Except as ma y be expressly permitted in your license agreement for thesePrograms, no part of these Programs may be reprodu ced or transmitted in any form or by any means,electronic or mechanical, for any pu rpose, withou t the express w ritten perm ission of Oracle Corporation.

If the Programs are d elivered to the U.S. Government or a nyone licensing or u sing the program s onbehalf of the U.S. Government, the following notice is applicable:

Restricted Rights Notice Programs d elivered su bject to the DOD FAR Sup plement are "commercial

compu ter software" and use, du plication, and d isclosure of the Programs, includ ing docum entation,shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement.Otherw ise, Programs d elivered subject to th e Federal Acquisition Regulations are "restricted compu tersoftware" and use, du plication, and disclosure of the Programs sh all be subject to th e restrictions in FAR52.227-19, Comm ercial Comp uter Software - Restricted Rights (June, 1987). Oracle Corp oration , 500Oracle Parkway, Redwood City, CA 94065.

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Oracle is a registered trad emark, and OracleMetaLinkis a tradema rk or registered trad emark of OracleCorporation. Other names m ay be tradem arks of their respective owners.


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Contents

Send Us Your Comments .................................................................................................................. vii

Preface............................................................................................................................................................ ix

How To Use This Guide ....................................................................................................................... ix

Conventions....................................................................................................................................... x

Shortcu t Keys ................................................................................................................................... xi

Documentation Accessibility ........................................................................................................ xiii

Other Information Sources ................................................................................................................. xv

On line Documentation................................................................................................................... xv

Related Users Gu ides .................................................................................................................... xv

Gu ides Related to All Prod ucts ................................................................................................... xvi

User Gu ides Related to This Product ......................................................................................... xvi

Reference Manuals ....................................................................................................................... xvii

Installat ion an d System Administration ................................................................................... xviii

Other Implem entation Documentation ...................................................................................... xix

Training an d Sup port .................................................................................................................... xxi

Do Not Use D atabase Tools to Modify Oracle Applications Data............................................ xxii

About Oracle ........................................................................................................................................ xxiiYour Feedback ..................................................................................................................................... xxiii

1 Oracle Advanced Pricing

Overview of Oracle Advanced Pricing ........................................................................................... 1-2

Pr icing Com ponents ..................................................................................................................... 1-7


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2 Creating Pricing Qualifier Groups

Overview of Oracle Advanced Pricing Qualifiers ....................................................................... 2-2

Creating a Qualifier Group ............................................................................................................... 2-7

Querying a Qualif ier Group ........................................................................................................... 2-11

Modifying or Deleting Qualifier Groups .................................................................................... 2-12

Using Qualifiers w ith Price Lists................................................................................................... 2-12

Using Qualifiers wi th Modifiers ................................................................................................... 2-12

3 Modifiers

Overview of Modif iers ...................................................................................................................... 3-2

Creating a Modifier List .................................................................................................................. 3-24

Creating List Level Qualifiers ........................................................................................................ 3-27

Creating Modifier Lines .................................................................................................................. 3-32

Creating Line Level Qualifiers ....................................................................................................... 3-57

Attaching Pricing Attributes to Modifier Lines .......................................................................... 3-60

Excluding Items ................................................................................................................................. 3-61

Using the Pricing Organizer ........................................................................................................... 3-62

Copying a Modifier List .................................................................................................................. 3-94

Overview of Promotional Limits ................................................................................................... 3-97

Creating Limits............................................................................................................................ 3-99

Viewing Limit Balan ces and Tran saction Details ................................................................3-108Up dat ing an Existing Lim it Balan ce ...................................................................................... 3-112

Enforcing Limits........................................................................................................................ 3-114

Ad just ing the Limit Am ou nt................................................................................................... 3-115

Chan gin g Modifier Incom patibility ....................................................................................... 3-117

Redeeming Accruals ....................................................................................................................... 3-120

4 FormulasOverview of Formulas ........................................................................................................................ 4-2

Creating a Pricing Formula ............................................................................................................... 4-3

Finding Formula Factor Lines ......................................................................................................... 4-12

Updating Formula Prices ................................................................................................................. 4-14


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5 Price Lists

Overview of Price Lists...................................................................................................................... 5-2

Creating a Price List............................................................................................................................ 5-9

Copying a Price List Line ................................................................................................................ 5-19

Creating a GSA Price List ................................................................................................................ 5-20

Maintaining a Price List .................................................................................................................. 5-25

Querying Price List Lines ................................................................................................................ 5-27

Deleting Price List Information ..................................................................................................... 5-27Copying a Price List.......................................................................................................................... 5-28

Adjusting a Price List ....................................................................................................................... 5-31

Adding Items to a Price List............................................................................................................ 5-34

6 Multi-Currency Conversion Lists

Overview of Multi-Currency Conversion Lists ............................................................................ 6-2

Creating a Multi-Currency Conversion List .................................................................................. 6-5

Round ing Behavior during Curren cy Conversion Calcu lation ........................................... 6-13

Attaching the Multi-Currency Conversion List to a Price List or Pricing Agreement ........ 6-16

Updating the Multi-Currency Conversion List........................................................................... 6-19

7 Agreements

Overview of Creating Agreements .................................................................................................. 7-2Creating Agreements.......................................................................................................................... 7-5

Revising an Existing Agreement.................................................................................................... 7-13

Finding Agreements ......................................................................................................................... 7-16

Deleting Agreements ....................................................................................................................... 7-17

8 Attribute Management

Overview of Attribute Management............................................................................................... 8-2

Creating Context and Attributes to be used for Pricing Setup w indows ................................ 8-5

Linking Attributes to a Pricing Transaction Entity .................................................................... 8-11

Running the Build Attribute Mapping Rules Program ............................................................ 8-16

Restoring Seeded Context Default Settings ................................................................................ 8-17


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9 Pricing Engine Request Viewer

Overview of the Pricing Engine Request Viewer ........................................................................ 9-2

Viewing Information in the Pricing Engine Requ est View er ................................................. 9-5

10 Reports and Concurrent Programs

Overview of Reports ........................................................................................................................ 10-2

Cross Order Volume Report............................................................................................................ 10-3

Modif ier Details Report .................................................................................................................. 10-4Price Lists Report .............................................................................................................................. 10-6

Pricing Formulas Report.................................................................................................................. 10-8

Qualifier Grouping Report ............................................................................................................. 10-9

Build Attribute Mapping Rules Program .................................................................................. 10-10

Cross Order Volume Load ............................................................................................................. 10-12

QP: Maintains the Denormalized Data in QP Qualif iers ....................................................... 10-14

QP: Purge Pricing Engine Requests ............................................................................................ 10-16

QP: Update Price Lists w ith Multi-Currency Conversion Criteria ....................................... 10-17

A Attribute Seed Data

Overview of Attribute Seed Data .................................................................................................... A-2

B Modifier ScenariosModif ier Scenarios ............................................................................................................................. C-2

C Formula Scenarios

Formula Scenarios ............................................................................................................................... D-2

D Windows and Navigator Paths

Windows and Navigator Paths ......................................................................................................... E-1

Glossary

Index


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Send Us Your Comments

Oracle Advanced Pricing Users Guide, Release 11i

Part No. A90830-03

Oracle Corporat ion welcomes your commen ts and su ggestions on the quality and u sefulness of this

pu blication. Your inp ut is an imp ortant p art of the information used for revision.

Did you find any errors?

Is the information clearly presented ?

Do you need more information? If so, where?

Are the examp les correct? Do you need more examp les?

What features did you like most about this manu al?

If you find any errors or have any other suggestions for improvement , please indicate the documen ttitle and par t nu mber, and the chapter, section, and p age nu mber (if available). You can send com-

ments to u s in the following w ay:

Electron ic ma il: [email protected]

If you wou ld like a reply, please give your name, ad dress, telephone n um ber, and (optionally) elec-

tronic ma il address.

If you h ave p roblems w ith the software, please contact you r local Oracle Sup port Services.


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Preface

Welcome to Release 11i of the Oracle Advanced Pricing Users Guide. This gu ide is

intended for anyone w ho is interested in setting u p and using Oracle Advan ced

Pricing.

This guide assumes you have a w orking knowledge of the following:

The principles and custom ary practices of your business area.

Oracle Advanced Pr icing: If you have never u sed Oracle Advanced Pricing,

Oracle suggests you attend one or more of the Oracle Advanced Pricing

training classes available through Oracle University.

The Oracle App lications graphical user interface.

To learn more about the Oracle Applications graph ical user interface, read the

Oracle App lications Users Guid e.

Implementation steps and setup p rocedures d ocum entation is located in the Oracle

Advanced Pricing Implementation M anual.

See Other Information Sources on p age xv for more information about Oracle

Applications product information.

How To Use This GuideThis guide contains the information you need to und erstand and use Oracle

Advanced Pricing:

Chap ter 1 Introdu ces Oracle Advanced Pricing concepts and provid es an

overview of Oracle Advan ced Pricing functionality.


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ConventionsIn this manu al, we use a nu mber of notational and t ext convent ions to visua lly

identify different kind s of information.

Text ConventionsThe following text conventions are used in this manua l:

Chapter 2 Introduces Oracle Advanced Pricing Qualifiers and associated

qualifier functionality.Chap ter 3 Introdu ces Oracle Advanced Pricing Mod ifiers, pricing limits, and

associated modifier functionality.

Chapter 4 Introduces Oracle Advanced Pricing Formulas and associated

formula functionality.

Chapter 5 Explains Oracle Advanced Pricing Price Lists and associated price

list usage and functionality.

Chapter 6 Explains Oracle Advanced Pricing multi-currency conversion lists

and how to use them w ith price lists and agreements.

Chapter 7 Introduces Oracle Advanced Pricing Agreements and associated

agreement functionality.

Chapter 8 Introduces Oracle Advanced Pricing attribute management, data

sourcing ru les, and associated functionality.

Chapter 9 Introduces Oracle Advanced Pricing Pricing Engine RequestViewer and associated functionality.

Chapter 10 Listing and definition of Oracle Advanced Pricing Reports.

Appendix A Provides a listing of Oracle Advanced Pricing Attribute seed d ata.

Appendix B Provides Oracle Advanced Pricing Modifier usage scenarios.

Appendix C Provides Oracle Advanced Pricing Formulas usage scenarios.

Appendix D Provides a listing of Oracle Advanced Pricing Navigation Paths.


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Note

A N ote calls attention to an imp ortant feature or fact that is related to th e contentsof the previous p aragrap h. Here is an examp le of a Note:

Warning

A Warning represents information abou t a cond ition that could p revent app lication

or Ap plication Integration from w orking correctly. Here is an example of a Warning:

Shortcut KeysOracle Advanced Pricing provid es comp uter keyboard sh ortcut keys that can be

used as an alternative to the mou se pointer for navigating and enabling bu ttons and

check boxes in the Advanced Pricing wind ows.

The following tables provide the shortcut key combinations and fun ctions that are

used in the Advan ced Pricing wind ows:

Shortcut keys: Advanced Pricing - Price Lists window

Note: A Note calls attention to an imp ortant feature or fact that is

related to th e contents of the previous paragrap h.

Warning: A Warning rep resents information about a cond ition

that could p revent application or Application Integration from

working correctly.

Region Function Shortcut Key

Price List region Mobile Dow nload check box Alt+M

Price List region Active check box Alt+A

List Lines tab Price Break button Alt+B

List Lines tab Pricing Attributes button Alt+P

Qualifier tab Copy Group button Alt+C


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Shortcut keys: Copy Price List / Copy Modifiers w indow

Shortcut keys: Adjust Price List window

Shortcut keys: GSA Price List window

Shortcut keys: Modif ier Setup window


Copy From Include Discounts check box Alt+D

Copy From Retain Effective dates check box Alt+R

N/ A Submit button Alt+U


N/ A Submit button Alt+U


Main tab List Limits button Alt+L

Main tab List Qualifiers button Alt+Q

H ead er Level qualifiers Cop y Grou p bu tton Alt+G

Modifier Summary Line Limits button Alt+I


Main tab List Limits button Alt+L

Main tab List Qualifiers button Alt+Q

Main tab Active check box Alt+C

Main tab Automatic check box Alt+U

Header Level qualifiers Copy Group button Alt+G

Modifier Summary Line Limits button Alt+I

Modifier Summary Exclude button Alt+X

Mod ifier Sum mary Pricing Attribu tes button Alt+P


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Shortcut keys: Incompatibility Groups wi ndow

Shortcut keys: Pricing Agreements w indow

Documentation AccessibilityOur goal is to make Oracle prod ucts, services, and sup porting docum entation

accessible, with good usability, to the d isabled commun ity. To tha t end , our

docum entation includes features that make information available to users of

assistive technology. This d ocumen tation is available in H TML format, and contains

markup to facilitate access by the disabled comm un ity. Stand ards will continu e to

evolve over time, and Oracle Corporation is actively engaged with other

market-leading technology vend ors to add ress technical obstacles so that ou r

docum entation can be accessible to all of our customers. For add itional information,visit the Oracle Accessibility Program Web site at

http:/ / ww w.oracle.com/ accessibility/ .

Accessibility of Code Examples in Documentation

JAWS, a Wind ows screen read er, may not a lways correctly read the code exam ples

in this docum ent. The conventions for wr iting code requ ire that closing braces

Modifier Summary Line Qualifiers button Alt+N

Modifier Summary Define Details button Alt+D


N/ A Modifiers button Alt+M


Payment Tab/ OverrideFlag section

Accounting Rule check box Alt+R

Payment Tab/ OverrideFlag section

Invoicing Ru le check box Alt+I

N/ A Price Breaks button Alt+B

N/ A Pricing Attributes button Alt+A



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shou ld appear on an otherw ise emp ty line; how ever, JAWS may not always read a

line of text tha t consists solely of a bracket or brace.


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Other Information SourcesYou can choose from m any sou rces of information, includ ing online documen tation,

training, and supp ort services, to increase your know ledge an d und erstanding of

Oracle Advanced Pricing.

If this guid e refers you to other Oracle App lications documen tation, use only the

Release 11i versions of those guides.

Online DocumentationAll Oracle Applications docum entation is available online (HTML or PDF).

Online Help - The new featu res section in the HTML help d escribes new

features in 11i. This information is u pd ated for each new release of Oracle

Advanced Pr icing. The new features section also includ es information abou t

any features that were not yet available wh en this guide was printed. For

example, if your ad ministrator h as installed software from a m ini-packs an

up grad e, this docum ent describes the new features. Online help patches areavailable on MetaLink.

11i Features Matrix - This docum ent lists new features available by patch and

identifies any associated n ew d ocumen tation. The new features matrix

docum ent is available on MetaLink.

Readme File - Refer to the readm e file for patches that you have insta lled to

learn about new documentation or d ocum entation patches that you can

download.

Related Users GuidesOracle Advanced Pricing shares business and setup information w ith other Oracle

Applications prod ucts. Therefore, you m ay want to refer to other docum ents wh en

you set up and use Oracle Advan ced Pricing.

You can read the gu ides on-line by choosing Library from the expand able menu on

your H TML help w indow, by read ing from the Oracle Applications Documen tLibrary CD included in your m edia pack, or by using a Web browser w ith a URL

that your system adm inistrator provides.

If you requ ire pr inted gu ides, you can pu rchase them from the Oracle store at

http:/ / oraclestore.oracle.com.


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Guides Related to All Products

Oracle Applications User Guide

This gu ide explains how to navigate the system, enter data, and qu ery information,

and introdu ces other basic features of the GUI available with this release of Oracle

Advanced Pricing (and any oth er Oracle App lications prod ucts). You can a lso

access this docum ent on -line by choosing Gett ing S tarted and Using Oracle

Applications from the Oracle Applications help system.

Oracle Alert User Guide

Use this guide to define period ic and event alerts that mon itor the status of your

Oracle Applications data.

Oracle Applications Implementation Wizard User Guide

If you are imp lementing m ore than one Oracle prod uct, you can use the Oracle

App lications Implementation Wizard to coordinate your setup activities. This guidedescribes how to use the w izard.

Oracle Applications Developers Guide

This gu ide contains the coding stand ards followed by the Oracle App lications

developm ent staff. It describes the Oracle App lication Object Library components

needed to implem ent the Oracle App lications user interface described in the Oracle

Applications User Interface Standards. It also provides information to h elp you build

your custom Oracle Developer forms so that they integrate w ith Oracle

Applications.

Oracle Applications User Interface Standards

This guide contains the user interface (UI) stand ards followed by the Oracle

App lications d evelopmen t staff. It d escribes the UI for the Oracle App lications

produ cts and how to app ly this UI to the d esign of an app lication built by using

Oracle Forms.

User Guides Related to This Product

Oracle Applications Demonstration Users Guide

This guide d ocumen ts the functional storyline and p rodu ct flows for Vision

Enterprises, a fictional man ufacturer of personal comp uters p rodu cts and services.


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As well as includ ing prod uct overviews, the book contains d etailed d iscussions and

examples across each of the m ajor p rodu ct flows. Tables, illustrations, and chartssum marize key flows and d ata elements.

Oracle Order Management Users Guide

This guide d escribes how to enter sales orders and return s, copy existing sales

orders, schedu le orders, release orders, create price lists, discounts for ord ers, run

processes, and create reports.

Oracle Self Service Web Applications Users Guide

This guide d escribes how Oracle Self Service Web Ap plications enable companies to

provid e a self-service and secure web interface for its emp loyees, customers and

sup pliers. Employees can change their personal statu s, subm it expense reports or

request supp lies; customers can check on their orders; and su pp liers can share

prod uction schedules with their trading pa rtners. This guide is available in HTML

only.

Reference Manuals

Oracle Technical Reference Manuals

Each technical reference manu al contains d atabase diagrams and a d etailed

description of da tabase tables, forms, reports, and programs for a sp ecific Oracle

Applications prod uct. This information helps you convert d ata from your existing

app lications, integrate Oracle App lications da ta w ith non-Oracle app lications, andwrite custom rep orts for Oracle App lications products. You can order a technical

reference manu al for any Oracle App lications prod uct you have licensed.

Oracle Manufacturing and Distribution Open Interfaces Manual

This manu al contains up -to-da te information abou t integrating with other Oracle

Manufacturing ap plications an d with your other systems. This d ocum entation

includ es open interfaces foun d in Oracle Manu facturing.

Oracle Applications Message Reference Manual

This manu al describes all Oracle Applications m essages. This manu al is available in

HTML format on the d ocumen tation CD-ROM for Release 11i.


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Oracle Project Manufacturing Implementation Manual

This manu al describes the setup steps and imp lementation for Oracle ProjectManufacturing.

Oracle Self-Service Web Applications Implementation Manual

This man ual d escribes the setu p steps for Oracle Self-Service Web Ap plications and

the Web Ap plications dictionary.

Oracle Applications Flexfields GuideThis guide p rovides flexfields p lanning, setup , and reference informat ion for the

Oracle Advanced Pricing imp lementation team , as well as for users responsible for

the ongoing m aintenan ce of Oracle Applications prod uct da ta.This guide also

provid es information on creating custom reports on flexfields data.

Installation and System Administration

Oracle Advanced Pricing Implementation Manual

This man ual contains the information you need to set up and implement Oracle

Advanced Pricing.

Oracle Applications Concepts

This guide p rovides an introd uction to the concepts, features, technology stack,

architecture, and terminology for Oracle Applications Release 11i. It provid es auseful first book to read before an installation of Oracle App lications. This gu ide

also introduces the concepts behind , and m ajor issues, for Applications-wide

features such as Business Intelligence (BIS), languages and character sets, and

self-service applications.

Installing Oracle Applications

This guide p rovides instructions for managing the installation of OracleApp lications p rodu cts. In Release 11i, much of the installation process is hand led

using O racle Rapid Install, wh ich m inimizes the time it takes to install Oracle

App lications and th e Oracle 8i Server technology stack by au tomating m any of the

required step s. This guide contains instructions for using Oracle Rapid Install and

lists the tasks you need to perform to finish your installation. You should use this

guide in conjunction with individual p roduct user gu ides and implementation

guides.


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Upgrading Oracle Applications

Refer to th is guid e if you are u pgrad ing you r Oracle Applications Release 10.7 orRelease 11.0 products to Release 11i. This guide describes the upgrade process in

general and lists database up grad e and p rodu ct-specific up grad e tasks. You must be

at either Release 10.7 (NCA, Smar tClient, or character m ode) or Release 11.0 to

up grad e to Release 11i. You can not u pgrad e to Release 11i directly from releases

pr ior to 10.7.

Maintaining Oracle Applications

Use this guide to help you run the various Oracle app lications, such as

Au toUpgrade, AutoPatch, AD Administration, AD Controller, Relink, and others. It

contains how-to steps, screen shots, and other information that you n eed to run th e

Oracle app lications.

Oracle Applications Product Update Notes

Use this guid e as a reference if you are responsible for up grad ing an installation of

Oracle App lications. It provid es a history of the changes to individual OracleApplications prod ucts betw een Release 11.0 and Release 11i. It includes n ew

features and enh ancements and changes mad e to database objects, profile options,

and seed data for this interval.

Oracle Applications System Administrators Guide

This guide provid es plann ing and reference information for the Oracle Applications

System Adm inistrator. It contains information on how to define security, custom izemenu s and on-line help, and manage p rocessing.

Oracle Workflow Guide

This guide explains how to d efine new workflow bu siness processes as well as

customize existing Oracle App lications-embed ded workflow processes. You also

use this guid e to comp lete the setup steps necessary for any Oracle App lications

product that includes workflow-enabled processes.

Other Implementation Documentation

Oracle Applications Product Update Notes

Use this gu ide as a reference for upgrad ing an in stallation of Oracle Applications. It

provid es a history of the changes to individu al Oracle App lications products


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betw een Release 11.0 and Release 11i. It includ es new features, enhancements, and

changes made to database objects, profile options, and seed d ata for this interval.

Multiple Reporting Currencies in Oracle Applications

If you u se the Multiple Reporting Cu rrencies feature to record tr ansactions in more

than on e currency, use this manu al before implemen ting Oracle Advanced Pricing.

This m anual d etails add itional steps and setup considerations for implementing

Oracle Advanced Pr icing with th is feature.

Multiple Organizations in Oracle Applications

This guid e describes how to set up and use Oracle Advanced Pricing with O racle

App lications' Multiple Organ ization supp ort feature, so you can define and sup port

different organization stru ctures wh en ru nning a single installation of Oracle

Advanced Pricing.

Oracle Workflow Guide

This guid e explains how to define new w orkflow bu siness processes as well as

customize existing O racle Applications-embed ded w orkflow processes.You also use

this guide to comp lete the setup steps necessary for any Oracle App lications

product that includes workflow-enabled processes.

Oracle Applications Flexfields Guide

This guide p rovides flexfields p lanning, setup and reference information for the

Oracle Advanced Pricing imp lementation team , as well as for users responsible forthe ongoing m aintenan ce of Oracle Applications prod uct da ta. This man ual also

provid es information on creating custom reports on flexfields data.

Oracle eTechnical Reference Manuals

Each eTechnical Reference Manu al (eTRM) contains da tabase d iagrams and a

detailed d escription of da tabase tables, forms, reports, and p rograms for a specific

Oracle Applications prod uct. This information helps you convert d ata from yourexisting applications, integrate Oracle App lications data w ith non -Oracle

app lications, and w rite custom reports for Oracle App lications produ cts. Oracle

eTRM is available on Metalink.


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Oracle Manufacturing APIs and Open Interfaces Manual

This manu al contains up -to-da te information abou t integrating with other OracleManufacturing ap plications an d with your other systems. This d ocum entation

includ es APIs and open interfaces foun d in Oracle Manu factur ing.

Oracle Order Management Suite APIs and Open Interfaces Manual

This manu al contains up -to-da te information abou t integrating with other Oracle

Manufacturing ap plications an d with your other systems. This d ocum entationinclud es APIs and open interfaces foun d in Oracle Order Man agemen t Suite.

Oracle Applications Message Reference Manual

This manu al describes all Oracle Applications m essages. This manu al is available in

HTML format on the d ocumen tation CD-ROM for Release 11i.

Training and Support

Training

Oracle offers a comp lete set of training courses to help you and your staff master

Oracle Advanced Pricing and reach full prod uctivity quickly. These courses are

organized into functional learning p aths, so you take only those courses approp riate

to you r job or area of responsibility.

You have a choice of educational env ironments. You can attend courses offered byOracle University at any one of our m any Edu cation Centers, you can arrange for

our trainers to teach at your facility, or you can u se Oracle Learning N etwork

(OLN), Oracle University's online education u tility. In addition, Oracle training

professionals can tailor stand ard cour ses or develop custom cour ses to meet your

needs. For example, you may w ant to u se your organization structure, terminology,

and data as examples in a customized training session d elivered at you r own

facility.

Support

From on-site sup port to central sup port, our team of experienced professionals

provides the help and information you need to keep Oracle Advan ced Pricing

working for you . This team includ es your Technical Representative, Account

Manager, and Oracles large staff of consultants and sup port specialists with


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expertise in you r business area, managing an Oracle8i server, and your h ardw are

and software environment.

Do Not Use Database Tools to Modify Oracle Applications DataOracle STRONGLY RECOMMENDS t hat y ou never use SQL*Plus, Oracle Data

Brow ser, da tabase t riggers, o r any ot her t oo l t o modify Oracle Appli cat ions data

unless ot herw ise inst ructed.

Oracle provides p owerful tools you can u se to create, store, change, retrieve, and

maintain information in an Oracle database. But if you u se Oracle tools such as

SQL*Plus to m odify Oracle App lications data, you r isk destroying the integrity of

your d ata and you lose the ability to aud it changes to your d ata.

Because Oracle Applications tables are interrelated, any chan ge you m ake using

Oracle Applications can up da te many tables at once. But w hen you mod ify Oracle

App lications data u sing anything other than Oracle Applications, you may change a

row in one table without m aking correspond ing changes in related tables. If your

tables get out of synchronization with each other, you risk retrieving erroneou sinformation and you risk unpredictable results throughout Oracle Applications.

When you use Oracle App lications to mod ify your d ata, Oracle App lications

autom atically checks that you r changes are valid. Oracle Applications also keeps

track of wh o changes information. If you en ter information into d atabase tables

using d atabase tools, you may store invalid information. You also lose the ability to

track who has chan ged you r information because SQL*Plus and other database

tools do not keep a record of chan ges.

About OracleOracle Corporation develops and markets an integrated line of software products

for da tabase managemen t, app lications developm ent, decision supp ort and office

autom ation, as well as Oracle App lications. Oracle App lications provid es the

E-business Suite, a fully integrated suite of more than 70 software modu les for

financial managemen t, Internet p rocurement, business intelligence, sup ply chainmanagement, manufacturing, project systems, human resources and sales and

service management.

Oracle prod ucts are available for mainframes, minicomp uters, personal compu ters,

netw ork compu ters, and person al digital assistants, enabling organizations to

integrate d ifferent comp uters, d ifferent operating system s, different n etworks, and

even different database managemen t systems, into a single, un ified compu ting and

information resource.


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xxiii

Oracle is the worlds leading sup plier of software for information m anagem ent, and

the wor lds second largest software comp any. Oracle offers its database, tools, and

app lication produ cts, along with related consu lting, edu cation and sup port services,

in over 145 coun tries around the world.

Your FeedbackThank you for using Oracle Advanced Pricing and th is user s guide.

Oracle values you r commen ts and feedback. At the beginning of this guide is a

Reader s Comm ent Form you can u se to explain w hat you like or dislike about

Oracle Advanced Pricing or this user s guide.

You can send your commen ts to the following e-ma il address:

[email protected].


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xxiv


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Oracle Advanced Pricing 1-1

1Oracle Advanced Pricing

This chap ter explains Oracle Advanced Pr icing and includ es the following top ic:

Overview of Oracle Advanced Pricing on p age 1-2.

Overview of Oracle Advanced Pricing


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1-2 Oracle Advanced Pricing Users Guide

Overview of Oracle Advanced PricingOracle Advanced Pricing su pp orts e-business app lications by p roviding a flexiblepricing engine that executes pricing an d p romotional calculations for Oracle Ord er

Management and other Oracle App lications. This app lication is licensed as Oracle

Advanced Pricing.

Oracle Advan ced Pricing p rovides the flexibility to m eet the need s of comp lex

pricing situations for a ran ge of deman ding ind ustry bu siness requirements w hich

include:

Consumer goods, telecomm un ications, services, high technology, autom otive,

and aerospace/ defense businesses which sell to other bu sinesses.

Telemarketing, mail order catalog, and web store businesses w hich sell directly

to consumers.

Oracle Advanced Pr icing provides advanced p ricing capabilities that enable you to

set up your p ricing information and to mod el complex data relationships to

determ ine the correct p rice.

With Oracle Advanced Pr icing, you can perform the following functions:

Set a list pr ice for an item or item hierarchy

Set a list price based on volume breaks

Usage Pricing / counter p rice - calculate p rice based on u sage brackets

Point break (all quantity in one bracket)

Range Break (quan tity in each bracket gets th e pr ice of that br acket)

Set a list price/ discounts at m ultiple levels of flattened hierarchies and useprecedence to select the right price/ discount.

Dynam ically calculate the p rice based on simp le or a comp lex formu la

Define a formu la to create a price relation (price of item A is Price of Item B

+ $20)

Create mu ltiple currency conversion criteria for a single base cur rency price

list

Note: Implementation steps, setup procedures, and profile

options documen tation is located in the Oracle Advanced Pricing

Implementation Manual.



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Set up GSA pr ices

Define p ricing ag reements

Get a price/ discount from an external source (my price = competitors price

- 5%)

Set a percent/ fixed/ lump su m discount or surcharge

N-Dimensional Pricing (if wid th betw een 2-4 and thickness between 1-3

then mu ltiple the p rice by 0.3)

Benefit/ surcharge based on total volum e of mu ltiple order lines of the sameorder

Set up deals and p romotions

Buy one get one free

Coup on issue (Buy over $1000 and get a coup on of $100 for futu re

purchase)

Issue gift-certificates

Other item d iscoun t (Buy A and B get 20% off on C)

Item Up grad e (For the p rice of 12 Oz. Sham poo get 16 Oz. Sham poo)

Terms upgrade (Buy over $100 and get up grad ed to air shipmen t)

Set discounts as to be accrued

Set up freight and special charges

Mark d iscoun ts as exclusive or incompatible to each other

Create Cascad ing discounts (discounts to be app lied on su btotals)

Set spend ing and usage constraints to stop app lication of promotion w hen

limit is reached

Query on m ultiple mod ifier criteria across all mod ifier setups

Create your ow n eligibility conditions by grouping th e qualifiers

Define you r own qu alifier and qua lifier sourcing rules (if today = Sund ay

then give 10%)

View the criteria that the engine u ses to select p rice and mod ifiers for a

pr icing request



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g


Oracle Advanced Pr icing and its pricing engine w ork throu gh open, business object

oriented APIs. The following Or acle App lication suites use th e pricing engine:

Oracle Order Man agement

Oracle Customer Relationship Management

The Pricing Concept

The pricing engine receives transaction information, prep ares pricing requests,

selects p rice lists and mod ifier lists, and app lies pr ice ad justm ents (benefits) to the

transaction.

The pricing engine, displayed in the grap hic below, answ ers the following qu estions

as it determines a p rice:

Who qualifies for prices and benefits?

What is the p roduct hierarchy and wh at pricing attributes pertain to this item or

service?

How should I adjust the order price or order line p rice?

The following diagram show s the elements of the pr icing concept:

A sales order

The qu alifier hierarchy

The pricing requ est

The pricing eng ine The list price and ad justm ents

The setup entities: Price lists, qualifiers, mod ifiers, produ cts, formu las, and

pricing attributes

After the diagram , the text explains these elements.



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Figure 11 Pricing Overview



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Who Qualifies?

Pricing qualifiers control who is eligible for certain prices (price lists) and benefits(modifiers).

Some example qua lifiers are:

Custom er Class = VIP

Order Type = Special

What is the Product Hierarchy and Pricing Attributes?

The product hierarchy an d pricing attributes control what is being p riced or m odified

on a pr ice list or mod ifier list.

An examp le of a prod uct hierarchy with pricing attributes is All Plastic items of

Grade B quality get 50% discount.

How Should I Adjust the Price?

Pricing modifiers control how a modifiers affect the final price (selling price).Some exam ple modifiers are:

Discoun t of 2%

Buy 1 get 1 free

Get 480 ml shamp oo for the sam e price as 360 ml sham poo

Get a coup on for 100 cur rency un its if you buy over 1000 currency units

The Pricing Engine

The adv anced, flexible pricing engine p erforms p ricing and benefit calculations for

Oracle Order Managem ent prod ucts and Oracle Customer Relationship

Management prod ucts through open APIs.

The pricing engine p erforms the following functions:

Prepares the price request structure

Selects applicable price lists and modifier lists

Determines base list price

Calculates final selling price

Applies benefits and surcharges (from m odifier lists) to list price to determine

selling price



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Preparing the Price Request Structure

The calling app lications submit p rice requests. This fun ction configures a p ricingrequest into a pr icing request structu re. The pricing request structure provid es

information abou t all the qua lifiers and prod uct pricing attributes.

Selecting the Price List or Modifier List

This function selects w hich p rice lists are eligible for the curren t p ricing request. It

uses th e qualifiers and pr icing attribu tes to select an eligible list of prices or

mod ifiers it can app ly to the pricing request lines according to th e certain ru les.

Determining List Price

This fun ction takes the va lidated p rice list lines and ap plies them to th e pricing

requ est lines. You can sp ecify the list price on a price list as un it pr ice, percent pr ice,

or formula.

Applying Price and Modifier Adjustments

This fun ction takes the validated mod ifier list lines and app lies them to th e pricingrequest lines.

The mod ifier fun ction p rovides pr ice adjustm ents such as d iscoun ts, price breaks,

surcharges, coupons, item an d term substitutions, and other item d iscounts.

Discoun t and surcharges m odifiers affect the selling price; freight charge m odifiers

do not affect the selling price.

Pricing Components

Qualifiers

Qualifiers control wh o receives benefits. They can assign d iscoun ts and prom otions

to:

Specific custom ers

Customer group s

Order types

Order amount

Specific custom er or grou p of custom ers



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Qualifier Groups

Qualifier group s allow you to grou p mu ltiple cond itions and to assign them to asingle benefit. For more information, see: Oracle Advanced Pricing Users Guide,

Qua lifier Groups.

Pricing Attributes

Pricing attribu tes control what is being priced or m odified on a pr ice list or mod ifier

list.

Price ListsPrice lists contain p rices and currencies associated w ith prod ucts and services. Each

price list contains basic header information w ith one or m ore item lines. Price lists

can have:

Prices for specific produ cts and services or for prod uct group s

Prices as absolute va lues, percents of other p rices, or as formulas

Prices app licable to the entire organization or to one operat ing un it

Negative prices

For more information, see: Oracle Advanced Pricing Users Guide, Price Lists.

Modifiers

Pricing m odifiers control how th e pricing engine can mod ify the p ricing requests

and pricing request lines. The m odifiers are: Discoun t: Reduces the price by a fixed am oun t or percentage or provides a new

price.

Surcharge: Increases the price by a fixed am oun t or p ercentage or p rovides a

new price.

Item up grad e: Replaces an ordered item w ith another item for the same price as

the original item.

Other item discount: Gives a price ad justm ent or benefit to a specified item on

an order w hen the customer orders one or m ore specified items on that sam e

order.

Coup on: Issues a coupon as an offer of discount on oth er goods and services

which is redeemable on a futu re pricing request.

Terms substitution: Upgrades payment, shipping, and freight terms.



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Freight/ Special charges: Charges for shipp ing and miscellaneous situa tions, for

example, du ty, handling charges, and insurance

Promotional goods: Add s a new item to an order an d gives this item a p rice

ad justm ent or benefit wh en the customer orders one or more specific items on

the same order.

Price break: App lies a variable discount or su rcharge price adjustment to a

pricing request based on th e break type and condition met. You can u se both

point- and range-type breaks.

The following t able show s scenarios with examples of the qualifiers, mod ifiers, andpricing attributes that sup port them :

For more information, see: Oracle Advanced Pricing Users Guide, Modifiers.

Formulas

Pricing formu las allow th e pricing engine to d etermine item p rices based on the

following:

A combination of pricing attribu tes and factors based on the value of a p ricingattribute

The list p rice on the pr ice list line to wh ich th e formula is attached

The list price on an y specific price list line

A n um eric constant

A custom izable fun ction

Table 11 Scenarios where Qualifiers,Modifiers, and Pricing Attributes are Used

Scenario Qualifier ModifierProductHierarchy

Pricingattribute

XYZ corpora tion gets 10%

discount on all theproducts

Customer =

XYZCorporation

10% discount Null Null

If Order_Type = Returnand customer class =Retail then ap ply 15%surcharge for all theElectronic items.

Order Type =ReturnCustomer Class =Retail

15% Surcharge ElectronicItems

Null

Grade B Motor Oil gets$20 off

Null $20.00 discount Motor Oil Grade B



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You can also attach a formu la to a modifier line for the pr icing engine to u se to

calculate d iscoun ts.

You can u se two types of formu las:

Static: You specify the formu la and execute a concurrent process which

calculates absolu te p rice values.

Dynam ic: You sp ecify the formu la and the p ricing engine uses the formu la in its

calculations each time tha t someone orders the prod uct.

For more information, see: Oracle Advanced Pricing Users Guide, Formu las.

Pricing Service Items

The pricing engine p rices service items in the sam e way that it p rices inventory

items. In Oracle Order Management , the parent item is the serviceable item and

mu st be in the install base. Oracle Order Managem ent passes both the serviceable

item and the service item to the p ricing engine; the pr icing engine first prices the

serviceable item and then prices the service item.

You can pr ice service items as follows:

Unit pr ice: You set a list p rice for the serv ice item.

Percent p rice: You set a p ercentage; the p rice of the service item is tha t

percentage of the serviceable item list p rice.To u se this m ethod , select the flag

Service Item in the Service tab w hen you d efine the item.

When p ricing service items, attend to the following order managem ent attributes

wh en pr icing service items. They are passed throu gh the p ricing engine ap plicationprogram interface (API):

Ordered Quantity (API: P_Line_Tbl.Line_Quan tity): The order qua ntity of the

service item expressed in the in the serviceable item u nit of measure.

Ordered UOM Code (API: P_Line_Tbl.Line_Uom_Code): The un it of measure

in the tim e scale.

Service Durat ion and Service Period (API: P_line_Tbl.UOM_Quant ity): Thedu ration of the service being ordered , for example, to order Comp uter

Main tenance for one year, set Service Duration to 1 and Service Period to Year.

You set these values in th e Service tab w hen you en ter the item in the ord er. In

the API, P_line_Tbl.UOM_Quant ity is the service du ration expressed in

Ordered UO M Code service period.



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Oracle Order Management Service Item Pricing Example

Price list setup for lap top comp uter: Product: Laptop Comp uter

App lication Method : Unit Price

UOM Code: EA

List Price: 1000 currency units

Price list setup for comp uter serv iceunit price method :

Produ ct: Comp uter Service

App lication Method : Unit Price

UOM Code: Month

List Price: 10 curren cy un its

Price list setup for comp uter serv icepercent pr ice method:


App lication Method : Percent Price

UOM Code: Month

Percent Price: 2

Order line:


Ordered Qu antity: 1

Ordered UO M: Month Service Period: Year

Service Duration: 1

Serviceable Item: Laptop Comp uter

List p rice calculation for computer service:



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Unit p rice method : 10 cur rency un its per m onth * 12 mon ths service

period/ du ration = 120 currency units

Percent price method: (1000 cur rency un it laptop compu ter * 2% compu ter

service percent price) * 12 mon ths service period/ du ration = 240 curren cy units

Implementation Planning

Visualizing the price bands of an organization may assist you in developing an

effective implementation p lan for Oracle Advan ced Pricing.

The following table provides a visual guid e for map ping the mod ifiers of an

organization to the components of Oracle Advanced Pricing.

The source pricing data is based up on the assum ptions that item Super Wine hasan item category ofWine. An order for a quan tity 15 was placed on 15-Jun-2000 for a

customer XYZ Corporation, who belongs to a custom er class VIP.

Note: Implementation steps, setup procedures, and profile

options documen tation is located in the Oracle Advanced Pricing

Implementation Manual.

Table 12 Implementation Planning:

Buckets

Pricing

Phases

Incompatibility

Group

Qualifiers/ProductAttributes

(Precedence)

Modifiers/

Price List Discount

Sub

Total

BasePrice

ListLineBasePrice

EXCLUSIVE CustomerClass - VIP(310)

Item Cod e -Super Wine(220)

CorporateList - $1000

Null Null

BasePrice ListLineBasePrice

EXCLUSIVE Item Category- Wine (290) PreferredVendors -$800

Null Null

BasePrice

ListLineBasePrice

Null Null Null Null $1,000



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Bucket 1 ListLineAdjust-ments

Level 1 Item Quantity> 10 (800)

Item Cod e -Super Wine(220

4th JulyPromotion10%

$100 Null


Level 1 CustomerClass - VIP(310)

SummerPromotion15%

Null Null


Level 2 Customer id -XYZ Corp (260)

VIPdiscount$40

$40 Null


Level 2 Customer id -XYZ Corp (260)

WeekdayDiscount$20

Null Null

Bu cket 1 All LineAdjustments

Level 1 Item Category- Wine (290)

GeneralDiscoun t -$20

$10 Null

Bu cket 1 All LineAdjust-ments

Exclusive Order Date 100 quantity

To be eligible for the mod ifierModifier_Shampoo1, the following order lines mu st

meet the following criteria: the item category m ust be Shampoo and th e total item

quantity mu st be greater than (>) 100:

Order Lines 1 and 2 qualify forModifier_Shampoo1 because Shamp oo is the eligiblecategory for that m odifier and the item total meets the item quantity am ount.

Example 2: Modif ier_Shampoo2 (Exclusion Applied)

A mod ifierModifier_Shampoo2 has the following set up :

Level: Group of Lines

Group of Lines Discount, Pr ice BreakHeader

Item Quantity, Item Amou nt

Table 315 Shampoo Modifier Example

OrderLine ID Item Qty Category

1 Shampoo1 100 Shampoo


3 Shampoo3 30 Conditioner

Creating Modifier Lines

Item Category: Sham poo

Quantity: > 100 quan tity

Exclusion Item: Shampoo1

To be eligible for the mod ifierModifier_Shampoo2, the item category mu st be


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Modifiers 3-35

g g y

Sham poo, the item qu antity must be greater than (>) 100, and if the item is

Sham poo1, it cannot receive the mod ifier (exclusion item):

Order Line 2 wou ld have been eligible for the m odifierModifier_Shampoo2

(Sham poo1 is the exclud ed item); how ever, because the item quan tity for OrderLine 2 is less than 100, it is no t eligible for the mod ifier.

The pricing engine d etermines if the p ricing request is eligible for this m odifier by

validating the pricing request head er. It applies this mod ifier at the order level but

prora tes a percentage value to each line.

If you are creating a Discoun t, Surcharge, or Freight/ Special Charges mod ifier list,

and using a formula to calculate the am oun t, select either Line or Ord er.

4. Select a m odifier type. If you p lan to set u p p romotional limits for the mod ifier,

confirm u sing the table below th at prom otional limits can be applied to the

modifier type:

Table 316 Shampoo Modifier Example (Exclusion Item)

Order

Line ID Item Qty Category



3 Conditioner1 30 Conditioner

Note: If you select Ord er, you can only select Percent for the

App lication Method .

Table 317 Promotional Limits for Modifier

Modifier TypePromotional Limitscan be applied?

Coupon Issue No


Discount Yes

Item Upgrade No

Table 317 Promotional Limits for Modifier

Modifier TypePromotional Limitscan be applied?


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5. Enter the Start and End Date for the m odifier line.

6. Print On Invoice is reserved for futu re use.

7. Select or clear th e Au tomatic box. If selected, the p ricing engine au tomat ically

app lies this mod ifier. If cleared, it mu st be man ually app lied to an order.

For Promotional Limit s: If you are u sing prom otional limits w ith the m odifier, the

Automa tic check box mu st be enabled and remain enabled at both the mod ifier

head er and list level. Limits do n ot function with a modifier that is app lied

manually.

Item Upgrade No

Other Item Discount No

Price Break Head er Yes

Promotional Goods No

Surcharge Yes

Term Substitution No

Note: The start and end date for the mod ifier line mu st be

between th e start and end da te on the mod ifier list. The pricingengine confirms that the dates for the m odifier line are valid so th at

the modifier line can be applied.


Note: If you select the Automatic box, the Au tomat ic box for each

mod ifier line also becomes selected.

In the Ad vanced Pricing - Define Mod ifier wind ow, you can clear

the Autom atic box for the following line level mod ifiers: Discoun t,

S h d F i ht/ S i l Ch Cl th A t t i b if


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Modifiers 3-37

8. Select or clear Override. If selected, the value of this modifier on each order tha t

you en ter can be changed : for example, the value of a Discoun t mod ifier can be

changed from 5 to 10 percent.

9. Enter the Pricing Phase for this mod ifier line. Only valid p hases for this

mod ifier level app ear in the list of values.

10. Enter incompatibility level in Incompatibility Group .

11. Enter a Bucket value.

12. Proration Type is reserved for futu re use.

13. Enter a nu meric value in the Com par ison Value field. The p ricing engine u sesthis value to compare m odifier types of Promotional Goods (PRG), Other Item

Discoun t (OID), and other m odifier types to resolve incomp atibility and

determ ine wh ich modifier(s) to app ly. This is used wh en the p ricing phase

incompatibility resolution isBest Price.

14. In Produ ct Attribute, select an attribu te in the item context of the Pricing

Context such as Item, Item Category, or All Items.

Surcharge, and Freight/ Special Charges. Clear the Automat ic box if

you w ant the mod ifier to be manu ally app lied.

If you a re using p romotional limits with th e mod ifier, the

Au tomat ic box must remain selected.

Note: For Promotional Limits: If the Overr ide box is selected, you

cannot create a line limit for this line.

Note: For manual d iscoun ts, leave Bucket nu ll.

You can define order-level adjustments only in th e nu ll bucket so

that th e pricing engine always app lies them to the list prices of the

order lines.


15. Select a Produ ct Attribu te Value such as Item or Item Category. If you select

ALL ITEMS for Prod uct Att ribu te the Prod uct Att ribu te Value is ALL

Note: Use All Items to d efine a m odifier that applies to all items in

your p rodu ct hierarchy.


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ALL_ITEMS for Prod uct Att ribu te, the Prod uct Att ribu te Value is ALL.

16. The Precedence value may default and , if desired, you can change th is value.

For mod ifiers that have a prod uct, enter a Precedence value.

17. Enter a Volum e Type to instru ct the pricing eng ine wh ich item at tribute to u se

when qualifying for a m odifier.

18. Enter = or BETWEEN in O perator ; for examp le, item qu antity = 5 or item

quantity between 5 and 20.

19. To create greater than and less than conditions, leave From Value an d To Value

blank, as follows:

From Value = 5 and To Value blank creates the cond ition Value > 5

From Value blank and To Value = 100 creates the cond ition Value < 100

From Value = 5 and To Value = 100 creates the cond ition Value >= 5 and

valu e


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Modifiers 3-39

21. Enter Value From and Value To.

22. Enter Break Type.Break Type performs d ifferently d epend ing on Mod ifier Type.

It is optional for the following types:

Discount

Surcharge

Freight Charge

Promotional Goods

Coupon Issue

Select either :

Point

Recurring

The following table provides an examp le of a setup for a point p rice break.

Note: For Promotional Limits:

If no Prod uct UOM is defined for the Mod ifier Line, line limits

with basis ofItem Quant ity will not get created .

If no Benefit UOM is defined for a Mod ifier Line, line limits

with basis asAccrual Units will not get created.

If no Benefit or Prod uct UOM is d efined , neitherItem Quant ity

or Accrual Units displays in the Basis list of values (LOV) to

preven t line limits from being created.

Table 318 Point Break Type

Field Value

Break Type Point


Modifier Line Type Discount

Product Attribute Item

Product Att ribu te Va lue Item A

Table 318 Point Break Type

Field Value


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The pricing engine interprets th is point setu p a s follows: an order of 100 cases of

item A gets a 2 currency u nit d iscoun t. If you order 200 cases of item A, you receive

a 2 currency un it discoun t.

The following table details an examp le setup for a recurring p rice break.


Volume Type Item Quantity

Operator Between

UOM Cases

Value From 100

Application Method Amount

Value 2

Table 319 Recurring Break Type

Field Value

Break Type Recurring

Modifier Line Type Discount

Product Attribute Item


Volume Type Item Quantity

Operator Between

UOM Cases

Value From 100

Application Method Percent

Value 2


The pricing engine interp rets this recurring setup a s order 100 cases of item A

and get a 2 currency un it discount. If you ord er 200 cases of item A you receive

a 4 currency unit discount.

23. You m ust en ter a valu e for Modifier Type Price Break to d etermine the m ethod

of calculating the volum e break.

S l i h


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Modifiers 3-41

Select either :

Point: For Point, the p ricing engine charges each unit of volume at the price

of the break within w hich the total falls.

Range: The p ricing eng ine charges each un it of volum e at the p rice of the

break w ithin w hich it falls.

The following table show s a sam ple p rice break sequen ce. After the table, the

text explains how the pr icing engine applies this information for the p rice break

types:

Using the exam ple in th is table, the p ricing engine calculates the d iscoun t

differently depend ing on the typ e of price break.

Point: If the total qu antity of Item A is 150, the d iscount is again st 150 at 10%.

Range: If the total quantity of Item A is 150, the discount is against 100 at 5%

and 50 at 10%.

24. Save your w ork.

Table 320 Price Break

Product Attribute Value From Value To Value (%)

Item A 1 100 5

Item A 101 200 10

Item A 250 15


To enter discount/charges information:

Figure 37 Advanced Pricing - Define Modifier window: Discounts/ Charges tab


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1. In the Discounts/ Charges tab, select or clear Includ e on Returns. If you select it,

the p ricing engine includes freight charge on retu rns.

2. For mod ifier line types of Discoun t, Surcharge or Price Break H eader, enter a

formu la name if you are using a formu la to calculate the amount.

If the formu la equation includesModifier Value (MV), the valu e for MV

originates from the Value field in the Discoun ts/ Charges tab. Consider the

following formu la with the equation (List Price *Modifier Value = Final Discount):

Table 321 Example of Formula and Modifier Value

FormulaList Price(LP)

ModifierValue (MV) Final Discount

LP *MV=Final Discount 20 3 60


At Order Entry, when th e mod ifier is selected and the formu la LP *MV is

app lied , the list price of the item on the ord er (LP) is mu ltiplied by th e value

tha t is entered in the modifier s Value field. In this case, the valu e is 3. So the

final d iscount is 20*3=60.

A formu la withou t a Modifier Value component can be attached to a m odifier

even if a value is entered on th e mod ifier line. In th is case, the formula takes


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Modifiers 3-43

precedence and the mod ifier value is not u sed. Instead, the nu mber returned by

the formu la is considered as a final discount.

3. Select an Ap plication Method that d efines how the pr icing engine app lies this

modifier:

Percent: Creates a percentage p rice ad justm ent on each un it using the

percentage en tered in the Value field .

Amount: Creates a fixed p rice adjustmen t on each un it using the amoun t

entered in the Value field.

Lumpsum : Creates a price adjustment for this lump sum amoun t on the

entire line.

New price: Overrides the selling pr ice of this item and makes the new price

specified in the Value field the n ew selling p rice. Creates a price ad justm ent

for the d ifference in list pr ice and the new p rice.

The following table shows examp les of how the p ricing engine u ses the

Application Method to calculate the extended selling price of an ord er line:

4. Enter a nu meric value (this is the mod ifier value or MV). The app lication value

selected in the preceding step d etermines how the value is applied. For

example, if the ap plication value is Percent, then the va lue is app lied as a

percent.

Table 322 Pricing Engine Calculating Extended Selling Price

ListPrice Item

QuantityOrdered

ApplicationMethod Value

PriceAdjustment

ExtendedSellingPrice

10 Item A 200 Amount 5 5 per unit 1000

10 Item A 200 Percent 5 5% 1900

10 Item A 200 New Price 5 5 1000

10 Item A 200 Lumpsum 5 5 off 1995


If a formula is attached to the modifier line: If you have attached a formula and the

formu la equation includ es a compon ent typ e of Modifier Value (MV), the value

entered in the mod ifier line is used in the equation.

If a formu la withou t a Mod ifier Value component is attached to the modifier

line, then the value is not used d uring the formula calculation when the final

discount is returned .


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Comp lete the remaining steps if you enter an accrual:

5. For line typ e Discount, select Accrue to enter an accrua l.

6. Enter Benefit Qty an d Benefit UOM of the benefit that you w ant to accrue. Use

the benefit columns to d efine non -monetary accrua ls.

7. Enter Expiration Da te to specify when th e accrued transactions expire.

8. Enter Expiration Period and Period Type. The p ricing engine calculates

expiration date. Expiration period begins when item begins to accrue.

9. Rebate Transaction is reserved for futu re use.

10. % Estimated Accrual Rate is reserved for futu re use.

11. Enter Accrual Conversion Rate to specify the conversion of the Benefit UOM to

the p rimary currency. For example, if one air m ile is 0.50 currency u nits, the

accrual conversion r ate is 0.50.12. Save your w ork.

To enter freight charge information:

1. Enter the following information in the Mod ifiers Sum mary tab:

Level: Use Line or Ord er

Modifier Type: Use Freight/ Special Charge Phase: If Level is Line: use Line Charge or Line Man ua l Charge. If level is

Order, enter the Charge Nam e.

Bucket

2. In the Discounts/ Charges tab, enter charge name in Charge Nam e.

Note: You cannot en ter these fields if you enter an Expiration

Date.


Figure 38 Advanced Pricing - Define Modifier window: Discounts/Charges tab


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Modifiers 3-45

3. The Include on Returns box is selected by default so that the p ricing engine

includ es freight charge on return s. Alternately, clear th is selection if you do not

want the pricing engine to include freight charge on return s.

4. Enter a Formula nam e to use a formu la to calculate a discoun t, surcharge, or

freight charge.

5. Enter the App lication Method to instruct the pricing engine how to app ly this

mod ifier. Valid values are:

Percent

Amount

Lumpsum


6. Enter Value unless you are u sing a formu la.

Note: If Level is Order, you can on ly select Percent .

If you are using a formu la, set App lication Method to Amou nt and

leave Value blank.


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7. Save your w ork.

To enter item upgrade information:


Level

Modifier Type: Use Item Up grad e

Phase

Bucket

Product Attribute Produ ct Attribute Value

UOM

2. In the Promotion Up grades tab, enter Upgrade Item.


Figure 39 Advanced Pricing - Define Modifier window: Promotion Upgrades tab


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Modifiers 3-47

When the pr icing engine applies the qua lifying item on th e order line, it

changes the original item to th e up graded item and retains the p rice of the

original item.

3. Save your w ork.

To enter terms substitution information:

1. Enter the following information in the Mod ifiers Sum mar y tab:

Level

Modifier Type

Note: Before entering the u pgrade item, relate the item and its

up grad e item in Oracle Inventory. Select Promotional Upgrade for

Relationship Type. When you complete this relationship, the relateditem ap pear s in the list of values for this field.


Phase

Bucket

2. In the Prom otion Terms tab, enter the Terms Attribute.

Figure 310 Advanced Pricing - Define Modifier window: Promotion Terms tab


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The pricing engine substitutes the term s on the order or line the terms that you

specify:

3. Enter the new terms in Terms Value.

4. Save your w ork.

To enter coupon issue information:1. Enter the following information in the Mod ifiers Sum mary tabbed region:

Modifier N um ber


Level

Note: You m ust enter a valu e. The pricing engine u ses the num ber

to generate a uniqu e num ber series for the coup on. It passes the

coupon n um ber to the calling application; the customer qu otes thisnu mber wh en redeeming the coupon .


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Modifiers 3-49

Modifier Type

Phase

2. In the Cou pons tab, skip Benefit Qty and Benefit UOM fields. Enter th e last datethat the custom er can redeem the coup on in the Expiration Date field.

Alternately, if you enter values for th e Expiration Period Start Date, Expiration

Period, and Period Type, the p ricing engine automatically calculates the

Expiration Da te. For examp le, for the following coup on set u p, the p ricing

engine calculates an expiration d ate of 20 July:

Expiration Period Start Date: 20 April

Expiration Period: 3

Period Type: Month


Figure 311 Advanced Pricing - Define Modifier window


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3. Enter the Redemp tion Rate to specify the p ercentage p robability that customers

might redeem this coup on.

4. Enter Coup on Conversion Rate to specify the conversion of the Benefit UOM to

the p rimary currency. For example, if one air m ile is 0.50 currency u nits, the

accrual conversion r ate is 0.50.

5. Enter the Coup on Mod ifier Nu mber to select an existing d iscoun t orprom otional good as a benefit of the coupon .

Note: If you do n ot enter Expiration Period Start Date, the p ricing

engine will use the d ate that the calling app lication issued th e

coupon.


6. Save your w ork.

Note: Modifier type coupon issues use a predefined mod ifier type

d iscoun t or prom otional good to specify the benefit (the get) that

you receive when you redeem the coupon. When you create acoupon issue, you attach an existing d iscoun t or promotional good.


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Modifiers 3-51

To enter other item discount and promotions information:

Other Item Discount gives a p rice ad justm ent or benefit to a specific item already on

an ord er (the get item) wh en the customer orders one or m ore other specified items

(the buy items) on the same order.

Promotional Goods ad ds a new item to an order and provides a price adjustment or

benefit for the item w hen the custom er orders one or more specified items on th e

same ord er. The item d oes not need to be or iginally on th e order. Even if the item is

on the order, the pricing engine creates a new line for the item.

1. Enter the following information in the Mod ifiers Sum mar y tab:

Level

Modifier Type

Phase: For Other Item Discount, Phase d efaults to 30 All Lines Ad justm ent.

If you create a new phase to use for th is mod ifier type, set Phase to 30 All

Lines Adjustment.

Bucket

Product Attribute

Note: Qualifiers that you attach to a coup on issue determ ine

wh ich customer gets the coup on. When the customer redeems the

coup on, the pricing engine validates the coup on nu mber againstthe custom er qualifier and also valida tes the qualifiers for the

d iscoun t or p romotional goods benefit (the get).

Note: If you are using Promotional Good (PRG) type of Modifier Linewith Multi-Currency, see: Using Promotional Good type of Modifier Lineon page 6-12.


Produ ct Attribute Value

UOM

2. Click Define Details to d isplay th e Define Modifier Details w indow.

Figure 312 Advanced Pricing - Define Modifier window: Details for Modifier List


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3. Perform steps 4 through 10 for each buy p rodu ct.

4. In the Add itional Buy Prod ucts region, enter the Group N um ber to specify the

AN D or OR condition of the bu y side of the m odifier. To join lines with AN D,

Note: Use the Ad d itional Buy Prod ucts region to specify the buy

condition of the mod ifier along w ith the original produ ct from the

Mod ifiers Sum mar y tab. The pr icing engine considers th e product

that you d efine in the Mod ifier Sum mary as th e primary item an duses it to d etermine the eligibility of the get condition. It also

verifies other bu y items.


use the same grou p n um ber on each line; to join lines with OR, use a different

group n um ber on each line

5. Select a Product Attribute, for example, Item, Item Category, or All Items

6. Select a Prod uct Attribu te Value for the Prod uct Attribu te selected in the

preceding step.

7. Enter the un it of measu re of the item or item category in Buy UOM.


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Modifiers 3-53

8. Enter Pricing At tribute.

9. Enter = or Between in Operator.

10. Enter Value From and Value To.

11. Perform steps 12 - 18 for each prom otions get prod uct.

12. In the Get region, enter the item number or item category in Get Produ ct

Attribute.

13. Enter the item nu mber or item category in Get Product Value.

14. Select the un it of measu re (UOM) that Enter

15. Enter the quan tity of the prod uct that you want to offer in this mod ifier in Get

Quantity.

16. Enter the un it of measu re of this prod uct in Get UOM.

17. Enter Get Price. The list of values d isplays all price lists that contain the item.

18. Enter Application Meth od. Valid valu es are:

Amount

Percentage

Lumpsum

19. Enter the Value of the app lication method .

Note: This is a volum e pricing attribute; use either item quan tityor item amou nt.

Note: Use the Get region to sp ecify the get condition of the

modifier.


20. Perform steps 20 - 24 for each other item discount get prod uct.

21. In the Get region, Product Attribute defaults to Item N um ber.

22 Enter the item nu mber in Produ ct Attribute Value

Note: Use the Get region to sp ecify the get condition of the

modifier.


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22. Enter the item nu mber in Produ ct Attribute Value.

23. You cannot enter values for th e UOM, Get Qu antity, and Get Price fields.

24. Enter Application Method. Valid values are: Amount

Percentage

Lumpsum

25. Enter the Value of the app lication meth od.

26. Save your w ork.

To enter price break information:


Level

Mod ifier Type: Use Price Break H ead er

Phase

Bucket

Break Type: Use Point or Range

Product Attribute

Produ ct Attribute Value

UOM

Volume Type

2. In the Pr ice Breaks tab, enter Ad justm ent Type.


Figure 313 Advanced Pricing - Define Modifier window: Price B

Oracle Advanced Pridcing

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