Sie sind auf Seite 1von 14

11i Advanced Pricing

Fundamentals
Student Guide - Volume 1

D17037GC20
Edition 2.0
December 2004
D40099

Copyright Oracle Corporation, 2004. All rights reserved.


This documentation contains proprietary information of Oracle Corporation. It is provided under a license agreement containing
restrictions on use and disclosure and is also protected by copyright law. Reverse engineering of the software is prohibited. If this
documentation is delivered to a U.S. Government Agency of the Department of Defense, then it is delivered with Restricted Rights
and the following legend is applicable:
Restricted Rights Legend
Use, duplication or disclosure by the Government is subject to restrictions for commercial computer software and shall be deemed
to be Restricted Rights software under Federal law, as set forth in subparagraph (c)(1)(ii) of DFARS 252.227-7013, Rights in
Technical Data and Computer Software (October 1988).
This material or any portion of it may not be copied in any form or by any means without the express prior written permission of the
Education Products group of Oracle Corporation. Any other copying is a violation of copyright law and may result in civil and/or
criminal penalties.
If this documentation is delivered to a U.S. Government Agency not within the Department of Defense, then it is delivered with
Restricted Rights, as defined in FAR 52.227-14, Rights in Data-General, including Alternate III (June 1987).
The information in this document is subject to change without notice. If you find any problems in the documentation, please report
them in writing to Worldwide Education Services, Oracle Corporation, 500 Oracle Parkway, Box SB-6, Redwood Shores, CA 94065.
Oracle Corporation does not warrant that this document is error-free.
Oracle and all references to Oracle Products are trademarks or registered trademarks of Oracle Corporation.
All other products or company names are used for identification purposes only, and may be trademarks of their respective owners.

Author
John Salvini
Technical Contributors and Reviewers
Manoj Arya, David Barnacle, Amit Batra, Steven Best, Vanessa Graziano, Vivek Gulati, Anwar
Hussain, Jeff Lee, Vivian Y. Lee, Maria Viglionese Matheny, Abhijit Prasad, David Reitan,
Kalyani Subramanyan, Pius Sebastian, Nancy Szeto, Giri Tippireddy, Li Yang, Rebecca
Zarchikoff
This book was published using:

oracletutor

Table of Contents
Overview of Advanced Pricing .......................................................................................................................1-1
Overview of Advanced Pricing .....................................................................................................................1-2
Objectives ......................................................................................................................................................1-3
Agenda...........................................................................................................................................................1-5
What is Oracle Advanced Pricing..................................................................................................................1-6
Benefits of Advanced Pricing........................................................................................................................1-8
Overview of Advanced Pricing in the Order to Cash Process .......................................................................1-9
Agenda...........................................................................................................................................................1-10
From Basic Pricing to Advanced ...................................................................................................................1-11
Advanced Pricing ..........................................................................................................................................1-12
Basic/Advanced Pricing Summary: Pricing Security ....................................................................................1-15
Basic/Advanced Pricing Summary: Price Lists .............................................................................................1-16
Basic/Advanced Pricing Summary: Agreements...........................................................................................1-18
Basic/Advanced Pricing Summary: Formulas ...............................................................................................1-19
Basic/Advanced Pricing Summary: Modifiers ..............................................................................................1-20
Agenda...........................................................................................................................................................1-24
Pricing Engine Overview...............................................................................................................................1-25
Pricing Engine ...............................................................................................................................................1-28
Pricing Engine Process ..................................................................................................................................1-30
Agenda...........................................................................................................................................................1-32
Advanced Pricing Features ............................................................................................................................1-33
The Advanced Pricing Process ......................................................................................................................1-34
Qualifiers .......................................................................................................................................................1-35
Qualifier Groups ............................................................................................................................................1-36
Modifiers .......................................................................................................................................................1-37
Accruals.........................................................................................................................................................1-39
Formulas ........................................................................................................................................................1-40
Price Lists ......................................................................................................................................................1-42
Pricing Attributes...........................................................................................................................................1-43
Contexts.........................................................................................................................................................1-44
Attribute Management...................................................................................................................................1-45
Responsibility Levels ....................................................................................................................................1-46
Oracle Pricing Administrator.........................................................................................................................1-47
Oracle Pricing Manager.................................................................................................................................1-48
Oracle Pricing User .......................................................................................................................................1-49
Agenda...........................................................................................................................................................1-50
Oracle Advanced Pricing HTML User Interface (UI) ...................................................................................1-51
Description of Major Changes.......................................................................................................................1-52
Pricing Home Page (HTML UI) ....................................................................................................................1-53
Modifier Setup (HTML UI)...........................................................................................................................1-54
Shortcut Region from HTML Home page.....................................................................................................1-56
Shortcut Region (HTML Home page) ...........................................................................................................1-57
Summary........................................................................................................................................................1-58
Generic Implementation Setup.......................................................................................................................2-1
Generic Implementation Setup ......................................................................................................................2-2
Objectives ......................................................................................................................................................2-3
Agenda...........................................................................................................................................................2-4
Perform System Administration Steps...........................................................................................................2-5
Set Profile Options.........................................................................................................................................2-6
Set Multi-Currency Profile Options...............................................................................................................2-8
Perform System Sourcing ..............................................................................................................................2-9
Verify or Create Pricing Transaction Entity ..................................................................................................2-10
Copyright Oracle Corporation, 2004. All rights reserved.

11i Advanced Pricing Fundamentals Table of Contents


i

Create Qualifier Contexts and Qualifier Attributes .......................................................................................2-11


Create Pricing Contexts, Pricing Attributes, and Product Attributes.............................................................2-12
Perform Attribute Management.....................................................................................................................2-13
Define Unit of Measure .................................................................................................................................2-14
Define Unit of Measure Conversions ............................................................................................................2-15
Define Item Category Sets and Item Categories............................................................................................2-16
Set Up Inventory Organization......................................................................................................................2-17
Define Item Information ................................................................................................................................2-18
Create Item Relationships..............................................................................................................................2-19
Define Pricing Lookups.................................................................................................................................2-20
Define Oracle Order Management Lookups..................................................................................................2-21
Define Shipping Lookups ..............................................................................................................................2-22
Set Up Customer Class and Profile Class......................................................................................................2-24
Define Customers and Customer Sites ..........................................................................................................2-25
Define Transaction Types..............................................................................................................................2-26
Define Freight Terms.....................................................................................................................................2-27
Define Freight Cost Type ..............................................................................................................................2-28
Define Payment Terms ..................................................................................................................................2-29
Enable Currencies..........................................................................................................................................2-31
Create Events and Phases ..............................................................................................................................2-32
Set up Pricing Security ..................................................................................................................................2-34
Agenda...........................................................................................................................................................2-35
Advanced Pricing Concepts...........................................................................................................................2-36
Pricing Rules .................................................................................................................................................2-37
Pricing Actions ..............................................................................................................................................2-38
Pricing Controls.............................................................................................................................................2-39
Pricing Extensibility ......................................................................................................................................2-40
Attribute Mapping .........................................................................................................................................2-41
APIs ...............................................................................................................................................................2-42
Basic Flow of Pricing ....................................................................................................................................2-43
Agenda...........................................................................................................................................................2-44
Methodology Steps ........................................................................................................................................2-45
Agenda...........................................................................................................................................................2-46
Analyzing Pricing Needs ...............................................................................................................................2-47
Agenda...........................................................................................................................................................2-50
Developing Pricing Solutions ........................................................................................................................2-51
Single or Multiple Currency Price Lists ........................................................................................................2-52
Customer Hierarchy.......................................................................................................................................2-54
Trading Community Architecture (TCA) Attributes .....................................................................................2-56
Product Hierarchy..........................................................................................................................................2-57
Item Categories and Category Sets................................................................................................................2-59
Pricing Attributes...........................................................................................................................................2-60
Structuring Your Pricing Rules and Actions .................................................................................................2-62
Establishing Pricing Controls ........................................................................................................................2-63
Defining Unit of Measure..............................................................................................................................2-65
Defining Unit of Measure Conversions .........................................................................................................2-66
Adjusting UOM Setups for Advanced Pricing ..............................................................................................2-67
Primary UOM Versus Pricing UOM .............................................................................................................2-68
Multiple Organizations and Pricing Actions..................................................................................................2-70
Using Qualifiers with Multiple Organizations...............................................................................................2-71
QP: Item Validation Organization .................................................................................................................2-72
Cross Order Volume Loader..........................................................................................................................2-73
Organization Specific Seeded Qualifiers and Pricing Attributes...................................................................2-75
Agenda...........................................................................................................................................................2-77
Testing Your Pricing Solutions .....................................................................................................................2-78
Agenda...........................................................................................................................................................2-79
Selected Advanced Pricing Lookups .............................................................................................................2-80
Copyright Oracle Corporation, 2004. All rights reserved.

11i Advanced Pricing Fundamentals Table of Contents


ii

Price List LOV in Order Management ..........................................................................................................2-81


Agreement Type ............................................................................................................................................2-82
Arithmetic Operator.......................................................................................................................................2-83
Comparison Operator ....................................................................................................................................2-84
Currency Precision Type ...............................................................................................................................2-85
Effective Date Types .....................................................................................................................................2-86
Incompatibility Groups..................................................................................................................................2-87
Incompatibility Resolution Code...................................................................................................................2-88
List Line Type Code ......................................................................................................................................2-89
List Type Code ..............................................................................................................................................2-93
Modifier Level Code .....................................................................................................................................2-95
Price Break Type Code..................................................................................................................................2-96
Price Formula Line Type Code......................................................................................................................2-97
Pricing Events................................................................................................................................................2-99
Pricing Buckets..............................................................................................................................................2-101
Related Modifier Group Type .......................................................................................................................2-102
Request Type .................................................................................................................................................2-103
Source System ...............................................................................................................................................2-104
Agenda...........................................................................................................................................................2-105
Order Management Profile Options for Advanced Pricing ...........................................................................2-106
OM: Discounting Privileges ..........................................................................................................................2-107
OM: GSA Discount Violation Action ...........................................................................................................2-108
OM: Negative Pricing....................................................................................................................................2-109
OM: Promotion Limit Violation....................................................................................................................2-110
OM: Show Discount Details on Invoice ........................................................................................................2-111
Advanced Pricing Profile Options .................................................................................................................2-112
QP: Accrual UOM Class ...............................................................................................................................2-113
QP: Accumulation Attributes Enabled ..........................................................................................................2-114
QP: Administer Public Queries .....................................................................................................................2-115
QP: Allow Buckets for Manual Modifiers.....................................................................................................2-116
QP: Batch Size for Bulk Import.....................................................................................................................2-117
QP: Blind Discount Option............................................................................................................................2-118
QP: Break UOM Proration Allowed..............................................................................................................2-119
QP: Build Attributes Mapping Options .........................................................................................................2-120
QP: Cross Order Volume Period 1 ................................................................................................................2-121
QP: Cross Order Volume Period 2 ................................................................................................................2-122
QP: Cross Order Volume Period 3 ................................................................................................................2-123
Advanced Pricing Profile Options .................................................................................................................2-124
QP: Custom Sourced .....................................................................................................................................2-125
QP: Debug .....................................................................................................................................................2-126
QP: Get Custom Price Customized................................................................................................................2-127
QP: High Volume Order Processing Compliance .........................................................................................2-129
QP: Insert Formula Step Values into Temp Table.........................................................................................2-130
QP: Inventory Decimal Precision ..................................................................................................................2-131
QP: Item Validation Organization .................................................................................................................2-132
Advanced Pricing Profile Options .................................................................................................................2-133
QP: Licensed for Product ..............................................................................................................................2-134
QP: Limit Exceed Action ..............................................................................................................................2-135
QP: Line Volume UOM Code .......................................................................................................................2-136
QP: Line Weight UOM Code ........................................................................................................................2-138
QP: Modifier Find Window - Show records..................................................................................................2-140
QP: Multi-Currency Installed ........................................................................................................................2-141
QP: Multi Currency Usage ............................................................................................................................2-143
QP: Negative Pricing .....................................................................................................................................2-144
QP: Pass Qualifiers to Get_Custom_Price API .............................................................................................2-145
QP: Price Rounding .......................................................................................................................................2-146
QP: Pricing Transaction Entity......................................................................................................................2-148
Copyright Oracle Corporation, 2004. All rights reserved.

11i Advanced Pricing Fundamentals Table of Contents


iii

QP: Promotional Limits Installed ..................................................................................................................2-150


QP: Qualify Secondary Price Lists ................................................................................................................2-151
QP: Return Manual Discounts .......................................................................................................................2-152
Advanced Pricing Profile Options .................................................................................................................2-154
QP: Satisfied Qualifiers Option .....................................................................................................................2-155
QP: Security Control .....................................................................................................................................2-156
QP: Security Default Maintain Privilege ......................................................................................................2-157
QP: Security Default ViewOnly Privilege.....................................................................................................2-158
QP: Selling Price Rounding Options .............................................................................................................2-159
QP: Set Request Name ..................................................................................................................................2-161
QP: Source System Code...............................................................................................................................2-162
QP: Time UOM Conversion..........................................................................................................................2-164
Profile Options for UOM...............................................................................................................................2-166
QP: Accrual UOM Class ...............................................................................................................................2-167
QP: Line Volume UOM Code .......................................................................................................................2-168
QP: Line Weight UOM Code ........................................................................................................................2-169
QP: Unit Price Precision Type.......................................................................................................................2-170
QP: Valueset Lookup Filter ...........................................................................................................................2-171
QP: Verify GSA Violations ...........................................................................................................................2-172
Summary........................................................................................................................................................2-173
Pricing Security ...............................................................................................................................................3-1
Pricing Security .............................................................................................................................................3-2
Objectives ......................................................................................................................................................3-3
Agenda...........................................................................................................................................................3-4
Overview .......................................................................................................................................................3-5
Pricing Security Administrator ......................................................................................................................3-7
Levels of Pricing Security .............................................................................................................................3-8
Functional Security........................................................................................................................................3-9
PTE + Source System Code level Security....................................................................................................3-10
Levels of Pricing Security .............................................................................................................................3-11
Agenda...........................................................................................................................................................3-12
Step 1: Mapping Security Requirements .......................................................................................................3-13
Step 2: Assign Existing Pricing Entities to Operating Units (Entity Usage) .................................................3-14
Assign Existing Pricing Entities to Operating Units (Entity Usage) .........................................................3-15
Solution - Assign Existing Pricing Entities to Operating Units (Entity Usage).........................................3-16
Step 3: Create Privileges for Existing Pricing Entities ..................................................................................3-18
Create a Privilege.......................................................................................................................................3-19
Solution - Create a Privilege......................................................................................................................3-20
Step 4: Set up Default Security Profile Options ............................................................................................3-24
Set up Default Security Profile Options.....................................................................................................3-25
Solution - Set up Default Security Profile Options....................................................................................3-26
Step 5: Turning Security On using the profile option QP: Security Control .................................................3-30
Agenda...........................................................................................................................................................3-31
Multiple Organizations and Pricing Actions..................................................................................................3-32
Security for Operating Units..........................................................................................................................3-33
Entity Usage ..................................................................................................................................................3-34
Owned by Operating Unit..............................................................................................................................3-36
Global Usage .................................................................................................................................................3-37
Agenda...........................................................................................................................................................3-38
Creating Privileges ........................................................................................................................................3-39
Privileges: Grantee Types..............................................................................................................................3-40
Privileges: Using Grantee Types/Grantees ....................................................................................................3-42
Privileges: Access Level................................................................................................................................3-43
Privileges .......................................................................................................................................................3-44
Agenda...........................................................................................................................................................3-45
Entity Sets......................................................................................................................................................3-46
Copyright Oracle Corporation, 2004. All rights reserved.

11i Advanced Pricing Fundamentals Table of Contents


iv

Agenda...........................................................................................................................................................3-47
Security Implementation Steps Setting up Default Security Profile Options .............................................3-48
Security Implementation Steps Turning Security On .................................................................................3-50
After the Security Upgrade: Impact of Changes............................................................................................3-52
Summary........................................................................................................................................................3-53
Qualifiers and Qualifier Groups ....................................................................................................................4-1
Qualifiers and Qualifier Groups ....................................................................................................................4-2
Objectives ......................................................................................................................................................4-3
Agenda...........................................................................................................................................................4-5
Overview of Qualifiers ..................................................................................................................................4-6
Agenda...........................................................................................................................................................4-8
Creating Qualifiers for Price Lists or Modifiers ............................................................................................4-9
Creating List Qualifiers in Creation Flow (HTML UI) .................................................................................4-10
Creating Line Qualifiers in Creation Flow (HTML UI) ................................................................................4-11
Typical Qualifier Setup (HTML UI) .............................................................................................................4-12
Agenda...........................................................................................................................................................4-13
Qualifier Terminology...................................................................................................................................4-14
Example of Qualifier Hierarchy ....................................................................................................................4-15
Qualifiers (HTML UI) ...................................................................................................................................4-16
Unique Qualifiers (HTML UI) ......................................................................................................................4-17
Common Qualifiers (HTML UI) ...................................................................................................................4-18
Agenda...........................................................................................................................................................4-19
Creating Qualifier Groups .............................................................................................................................4-20
Qualifier Grouping Number ..........................................................................................................................4-21
Practice - Create a Qualifier Group ...........................................................................................................4-23
Solution Create a Qualifier Group ..........................................................................................................4-25
Agenda...........................................................................................................................................................4-29
Appending Qualifier Groups .........................................................................................................................4-30
Agenda...........................................................................................................................................................4-31
Entering Qualifier Information (Forms UI) ...................................................................................................4-32
Qualifier Grouping Number (Forms UI) .......................................................................................................4-34
Selected Qualifier Groups..............................................................................................................................4-35
Agenda...........................................................................................................................................................4-36
Appending Qualifier Groups (Forms UI) ......................................................................................................4-37
Retaining Grouping Numbers Across Qualifier Groups................................................................................4-38
Generating Unique Grouping Numbers Across Qualifier Groups.................................................................4-39
Summary........................................................................................................................................................4-40
Price Lists .........................................................................................................................................................5-1
Price Lists ......................................................................................................................................................5-2
Objectives ......................................................................................................................................................5-3
Agenda...........................................................................................................................................................5-5
Overview of Pricing Process .........................................................................................................................5-6
Price Lists Overview .....................................................................................................................................5-7
Price List Information....................................................................................................................................5-8
Basic List Information ...................................................................................................................................5-10
Agenda...........................................................................................................................................................5-12
Bulk Uploading of Price Lists .......................................................................................................................5-13
Bulk Loader for Price List .............................................................................................................................5-14
Setting up Bulk Loader for Price List Step 1: Loading Data ........................................................................5-15
Setting up Bulk Loader for Price List Step 2: Pre-Processing Steps ............................................................5-16
Setting up Bulk Loader for Price List Step 3: Importing Data .....................................................................5-17
Bulk Loader Processing.................................................................................................................................5-18
Bulk Loader: Profile Options.........................................................................................................................5-19
Agenda...........................................................................................................................................................5-22
Creating Price Lists .......................................................................................................................................5-23
Creating Price Lists: Flow .............................................................................................................................5-26
Copyright Oracle Corporation, 2004. All rights reserved.

11i Advanced Pricing Fundamentals Table of Contents


v

Create List: General Information...................................................................................................................5-27


Secondary Price List......................................................................................................................................5-29
Secondary Price List Region: Precedence .....................................................................................................5-30
QP: Qualify Secondary Price Lists ................................................................................................................5-32
Create List: List Qualifier..............................................................................................................................5-33
Create List: Review .......................................................................................................................................5-35
Practice - Create a Price List......................................................................................................................5-37
Solution - Creating a Price List..................................................................................................................5-39
Adding Price List Lines (HTML UI).............................................................................................................5-47
Price List Lines..............................................................................................................................................5-48
Default UOM for Price Lists .........................................................................................................................5-50
List Line Information.....................................................................................................................................5-51
Price List Line Values ...................................................................................................................................5-53
Price List Lines Example...............................................................................................................................5-55
Practice - Create Price List Lines ..............................................................................................................5-56
Solution - Create Price List Lines..............................................................................................................5-58
Agenda...........................................................................................................................................................5-65
Overview of Price Breaks..............................................................................................................................5-66
Types of Price Breaks....................................................................................................................................5-67
Price Breaks...................................................................................................................................................5-68
Block Pricing .................................................................................................................................................5-72
Usage Proration of Price Breaks....................................................................................................................5-73
Advantages of Usage Proration .....................................................................................................................5-74
Usage Proration of Price Breaks....................................................................................................................5-75
Usage Modification - Proration Dependencies and Interactions...................................................................5-77
Practice - Create Point and Range Price Breaks for Price List Items ........................................................5-78
Solution - Working with Point and Range Price Breaks............................................................................5-81
Agenda...........................................................................................................................................................5-92
Price List Maintenance Feature .....................................................................................................................5-93
Practice - Use Price List Maintenance to Find and Change Price Lists .....................................................5-94
Solution - Use Price List Maintenance to Find and Change Price Lists ....................................................5-96
Agenda...........................................................................................................................................................5-103
Overview of Multi-Currency Conversion Lists .............................................................................................5-104
Multi-Currency Conversion Lists ..................................................................................................................5-106
Attributes .......................................................................................................................................................5-107
Markup Values and Formulas........................................................................................................................5-108
Implementation Decisions for Creating Multi-Currency Conversion Lists ...................................................5-109
Combining Price Lists ...................................................................................................................................5-111
Rounding .......................................................................................................................................................5-113
Rounding Behavior During Currency Conversion Calculations: Non-Service Items....................................5-114
Rounding Behavior During Currency Conversion Calculations: Service Items............................................5-115
QP: Selling Price Rounding Options = Individual.........................................................................................5-116
QP: Selling Price Rounding Options = N (No)..............................................................................................5-117
Profile: QP Multi-Currency Installed ............................................................................................................5-118
Multi-Currency Conversion Lists ..................................................................................................................5-120
Using Conversion Types ...............................................................................................................................5-121
Creating a Multi-Currency Conversion List ..................................................................................................5-123
Creating Conversion Criteria Detail ..............................................................................................................5-125
Example of Using Precedence .......................................................................................................................5-127
Attaching Multi-Currency Conversion Lists to Price Lists or Agreements ...................................................5-129
Multi-Currency Changes to Price Lists and Agreements...............................................................................5-132
Upgrading from Single Currency to Multi-Currency Price Lists...................................................................5-134
Using Multi-Currency Price Lists with Other Oracle Products .....................................................................5-136
Practice - Create a Multi-Currency Conversion List .................................................................................5-137
Solution - Create a Multi-Currency Conversion List.................................................................................5-139
Agenda...........................................................................................................................................................5-145
Maintaining Price Lists..................................................................................................................................5-146
Copyright Oracle Corporation, 2004. All rights reserved.

11i Advanced Pricing Fundamentals Table of Contents


vi

Copying Price Lists .......................................................................................................................................5-147


Practice - Copy a Price List .......................................................................................................................5-150
Solution - Copy a Price List.......................................................................................................................5-151
Copying Price List Lines ...............................................................................................................................5-155
Adding Inventory Items to Price Lists...........................................................................................................5-156
Adding Items to Price Lists ...........................................................................................................................5-157
Updating Prices Manually for Price List Lines..............................................................................................5-159
Adjusting Price Lists .....................................................................................................................................5-160
Querying Price List Lines..............................................................................................................................5-163
Deleting Price List Information .....................................................................................................................5-165
Agenda...........................................................................................................................................................5-166
Creating Agreements .....................................................................................................................................5-167
Agenda...........................................................................................................................................................5-169
Overview of General Services Administration (GSA) Pricing ......................................................................5-170
What is GSA? ................................................................................................................................................5-171
Creating GSA Price Lists ..............................................................................................................................5-172
Main Tab Information ...................................................................................................................................5-174
Modifiers Summary Tab Information............................................................................................................5-175
Discounts/Charges Tab Information..............................................................................................................5-176
Creating GSA List Qualifiers ........................................................................................................................5-177
Creating GSA Price Lists ..............................................................................................................................5-182
OM: Allow Negative Pricing.........................................................................................................................5-184
Overview of Creating Agreements ................................................................................................................5-185
Generic or Customer Specific Agreements....................................................................................................5-188
Types of Agreements.....................................................................................................................................5-189
Standard Price List.........................................................................................................................................5-190
Agreement Price List .....................................................................................................................................5-191
Merging Customers .......................................................................................................................................5-192
Creating Agreements .....................................................................................................................................5-193
Agreement Tab Information ..........................................................................................................................5-194
Pricing Tab Information ................................................................................................................................5-195
Payment Tab Information ..............................................................................................................................5-196
Creating Agreement Lines for Standard Price Lists ......................................................................................5-197
Creating Agreement Lines for Agreement Price Lists...................................................................................5-198
Creating Agreement Lines.............................................................................................................................5-199
Defining Pricing Attributes............................................................................................................................5-201
Defining Price Breaks....................................................................................................................................5-202
Revising Existing Agreements ......................................................................................................................5-203
Create Revision Window...............................................................................................................................5-206
Finding Agreements ......................................................................................................................................5-207
Deleting Agreements .....................................................................................................................................5-208
Agenda...........................................................................................................................................................5-209
Blanket Sales Agreement (BSA) ...................................................................................................................5-210
Changes To Price List for Blanket Sales Agreements ..................................................................................5-211
Summary........................................................................................................................................................5-212
Formulas...........................................................................................................................................................6-1
Formulas ........................................................................................................................................................6-2
Objectives ......................................................................................................................................................6-3
Agenda...........................................................................................................................................................6-5
Overview of Formulas ...................................................................................................................................6-6
Formulas ........................................................................................................................................................6-7
Component Types..........................................................................................................................................6-8
Agenda...........................................................................................................................................................6-10
Types of Formulas .........................................................................................................................................6-11
Static Calculation...........................................................................................................................................6-12
Dynamic Calculation .....................................................................................................................................6-13
Copyright Oracle Corporation, 2004. All rights reserved.

11i Advanced Pricing Fundamentals Table of Contents


vii

Pricing Formulas ...........................................................................................................................................6-14


Pricing Formula Example ..............................................................................................................................6-15
Linking Formulas ..........................................................................................................................................6-16
Agenda...........................................................................................................................................................6-18
Component Types..........................................................................................................................................6-19
Component Type: Function ...........................................................................................................................6-20
Component Type: List Price..........................................................................................................................6-21
Component Type: Factor List........................................................................................................................6-22
Component Type: Modifier Value.................................................................................................................6-24
Component Type: Numeric Constant ............................................................................................................6-25
Component Type: Price List Line..................................................................................................................6-26
Component Type: Pricing Attribute ..............................................................................................................6-27
Advanced Pricing-Pricing Formula Window.................................................................................................6-28
Practice - Define a Simple Pricing Formula ..............................................................................................6-29
Solution Define a Simple Pricing Formula .............................................................................................6-31
Practice - Enter Sales Orders Using Simple Pricing Formulas ..................................................................6-41
Solution - Enter Sales Orders Using Simple Pricing Formulas .................................................................6-42
Agenda...........................................................................................................................................................6-46
Creating Pricing Formulas.............................................................................................................................6-47
Creating Pricing Formula Lines.....................................................................................................................6-48
Build Formula Package .................................................................................................................................6-50
Formula Line Types.......................................................................................................................................6-51
Agenda...........................................................................................................................................................6-53
Factor List Details .........................................................................................................................................6-54
Defining Factor List Details ..........................................................................................................................6-55
Finding Formula Factor Lines .......................................................................................................................6-58
Null Values in Formulas................................................................................................................................6-61
Null Values Example.....................................................................................................................................6-62
Updating Formula Prices Window ................................................................................................................6-64
Updating Formula Prices for Static Formula Calculations ............................................................................6-65
Practice - Define a Formula Using Pricing Attributes and Factors............................................................6-67
Solution - Practice - Define a Formula Using Pricing Attributes and Factors ...........................................6-73
Practice - Enter a Sales Order Using the Car Options Formula .................................................................6-97
Solution - Enter a Sales Order Using the Car Options Formula ................................................................6-99
Agenda...........................................................................................................................................................6-105
Get_Custom_Price API .................................................................................................................................6-106
GET_CUSTOM_PRICE Example ................................................................................................................6-107
Customizing GET_CUSTOM_PRICE ..........................................................................................................6-109
Using GET_CUSTOM_PRICE .....................................................................................................................6-110
GET_CUSTOM_PRICE Parameters.............................................................................................................6-111
Implementing Get Custom Price ...................................................................................................................6-112
Agenda...........................................................................................................................................................6-114
Seeded Freight and Special Charge Formulas ...............................................................................................6-115
Agenda...........................................................................................................................................................6-116
Formula Step Values Window.......................................................................................................................6-117
Using the Formula Step Values Window ......................................................................................................6-119
Agenda...........................................................................................................................................................6-121
Setting up Formula Profiles ...........................................................................................................................6-122
QP: Debug .....................................................................................................................................................6-123
QP: Set Request Name ..................................................................................................................................6-124
QP: Insert Formula Step Values into Temp Table.........................................................................................6-125
QP: Get Custom Price Customized................................................................................................................6-126
QP: Unit Price Precision Type.......................................................................................................................6-128
QP: Verify GSA Violations ...........................................................................................................................6-129
Order Management Profiles...........................................................................................................................6-130
OM: GSA Discount Violation Action ...........................................................................................................6-131
Agenda...........................................................................................................................................................6-132
Copyright Oracle Corporation, 2004. All rights reserved.

11i Advanced Pricing Fundamentals Table of Contents


viii

Formula Scenario 1........................................................................................................................................6-133


Formula Scenario 2........................................................................................................................................6-137
Agenda...........................................................................................................................................................6-140
Pricing Formula Problem and Solution .........................................................................................................6-141
Summary........................................................................................................................................................6-144
Modifiers ..........................................................................................................................................................7-1
Modifiers .......................................................................................................................................................7-2
Objectives ......................................................................................................................................................7-3
Agenda...........................................................................................................................................................7-5
Overview .......................................................................................................................................................7-6
Modifiers in Business Scenario Process ........................................................................................................7-7
Pricing Concept: Modifiers............................................................................................................................7-8
Example of Modifier Use ..............................................................................................................................7-9
Example of Surcharge Modifier ....................................................................................................................7-10
Modifier Components....................................................................................................................................7-11
Agenda...........................................................................................................................................................7-12
Modifier Setup...............................................................................................................................................7-13
Modifier Setup (HTML UI)...........................................................................................................................7-14
Create Modifier List Flow (HTML UI) .........................................................................................................7-15
Types of Modifier Lists .................................................................................................................................7-16
Create List: General Information...................................................................................................................7-17
Currency ........................................................................................................................................................7-18
Optional Currency .........................................................................................................................................7-19
General Information: Optional Currency.......................................................................................................7-20
General Information: Optional Currency Modifier Advantages....................................................................7-21
Create List: List Qualifier..............................................................................................................................7-22
Create List: Review .......................................................................................................................................7-24
Agenda...........................................................................................................................................................7-25
Adding Modifier Lines ..................................................................................................................................7-26
Modifier List and Line Type Relationships ...................................................................................................7-27
Agenda...........................................................................................................................................................7-29
Create Modifier Line Flow (HTML UI) ........................................................................................................7-30
Modifier Line Types......................................................................................................................................7-32
Discount Modifier..........................................................................................................................................7-34
Practice - Create a Discount Modifier with a Qualifier Group ..................................................................7-35
Solution - Create a Discount Modifier with a Qualifier Group .................................................................7-38
Surcharge Modifier........................................................................................................................................7-55
Practice - Create a Surcharge Modifier......................................................................................................7-56
Solution - Create a Surcharge Modifier .....................................................................................................7-58
Freight and Special Charges Modifier ...........................................................................................................7-70
Creating Freight and Special Charges Modifiers...........................................................................................7-71
Practice - Create a Freight and Special Charge List Modifier ...................................................................7-72
Solution Create a Freight and Handling Charges Modifier ....................................................................7-77
Promotional Goods Modifier.........................................................................................................................7-98
Practice - Create a Promotional Goods (Free Good) Modifier ..................................................................7-99
Solution Creating the Benefit that Customers Receive...........................................................................7-102
Term Substitution Modifier ...........................................................................................................................7-114
Practice - Create a Terms Substitution Modifier .......................................................................................7-115
Solution Create a Terms Substitution Modifier ......................................................................................7-117
Item Upgrade Modifier..................................................................................................................................7-126
Implementation Considerations: Item Upgrade Modifier..............................................................................7-127
Practice - Create an Item Upgrade Modifier..............................................................................................7-128
Solution Create an Item Upgrade Modifier ............................................................................................7-131
Other Item Discount Modifier .......................................................................................................................7-140
Coupon Issue Modifier ..................................................................................................................................7-141
Practice - Create a Coupon Issue Modifier ................................................................................................7-142
Copyright Oracle Corporation, 2004. All rights reserved.

11i Advanced Pricing Fundamentals Table of Contents


ix

Solution Create the Coupon Issue Modifier............................................................................................7-146


Price Breaks Modifier....................................................................................................................................7-161
Price Break Modifiers: Point Break...............................................................................................................7-163
Price Break Modifiers: Range Breaks ...........................................................................................................7-164
Price Breaks: Net Amount .............................................................................................................................7-165
Price Breaks: Net Amount Example..............................................................................................................7-166
Accumulated Range Breaks...........................................................................................................................7-168
Practice - Create a Modifier with Point and Range Breaks .......................................................................7-171
Solution - Create a Modifier with Point and Range Breaks.......................................................................7-175
Modifier Line: Start/End Dates .....................................................................................................................7-197
Agenda...........................................................................................................................................................7-199
Controls .........................................................................................................................................................7-200
Pricing Controls Hierarchy ............................................................................................................................7-201
Controls: Implementation Considerations .....................................................................................................7-202
How Pricing Engine Processes Pricing Controls ...........................................................................................7-203
Controls: Modifier Level ...............................................................................................................................7-204
Controls: Pricing Phase .................................................................................................................................7-205
Seeded Pricing Phases ...................................................................................................................................7-206
Events ............................................................................................................................................................7-208
Events and Phases: Table ..............................................................................................................................7-211
Seeded Phases Example.................................................................................................................................7-212
Phase and Event Implementation Decision ...................................................................................................7-213
Event Phases..................................................................................................................................................7-214
Event Phases: Line Event ..............................................................................................................................7-215
Event Phases: Order Event ............................................................................................................................7-216
Event Phases: Book and Ship Events ............................................................................................................7-217
Event Phases: Batch Event ............................................................................................................................7-218
Controls: Buckets ..........................................................................................................................................7-219
Buckets: Implementation Considerations ......................................................................................................7-221
Null Buckets ..................................................................................................................................................7-223
Buckets For Manual Modifiers......................................................................................................................7-224
Controls: Incompatibility...............................................................................................................................7-226
Controls: Incompatibility Groups Implementation Decisions .......................................................................7-227
Controls: Determining Incompatibility Groups .............................................................................................7-228
Controls: Resolving Modifier Incompatibility...............................................................................................7-229
Exclusivity.....................................................................................................................................................7-230
Exclusivity: Implementation Considerations.................................................................................................7-231
Best Price.......................................................................................................................................................7-232
Create Product ...............................................................................................................................................7-234
Define Product...............................................................................................................................................7-235
Product: Excluded Products...........................................................................................................................7-236
Precedence Value ..........................................................................................................................................7-237
Precedence Number.......................................................................................................................................7-238
Define Benefit ...............................................................................................................................................7-239
Adjustment Methods......................................................................................................................................7-240
Modifier Implementation Considerations: Accruals......................................................................................7-241
Agenda...........................................................................................................................................................7-243
Overview of Promotional Limits ...................................................................................................................7-244
Limit Types ...................................................................................................................................................7-245
Hard Limit .....................................................................................................................................................7-246
Soft Limit.......................................................................................................................................................7-247
Limits: Viewing Transactions........................................................................................................................7-248
Limits: Exceptions.........................................................................................................................................7-250
Practice - Create a Discount Modifier Using Promotional Limits .............................................................7-251
Solution Create a Discount Modifier with Promotional Limits ..............................................................7-254
Summary........................................................................................................................................................7-262

Copyright Oracle Corporation, 2004. All rights reserved.

11i Advanced Pricing Fundamentals Table of Contents


x

Attribute Management....................................................................................................................................8-1
Attribute Management...................................................................................................................................8-2
Objectives ......................................................................................................................................................8-3
Agenda...........................................................................................................................................................8-4
What is Attribute Management? ....................................................................................................................8-5
Common Terms .............................................................................................................................................8-7
Attributes in Advanced Pricing .....................................................................................................................8-9
Attributes and Contexts .................................................................................................................................8-10
How Can Attributes Control Pricing Actions? ..............................................................................................8-11
Steps in Creating Attributes...........................................................................................................................8-12
Agenda...........................................................................................................................................................8-13
Overview of Pricing Transaction Entity (PTE) .............................................................................................8-14
Components of a Pricing Transaction Entity .................................................................................................8-16
Source Systems and Request Types...............................................................................................................8-18
Example: Order Fulfillment PTE...................................................................................................................8-19
Reviewing Available PTEs............................................................................................................................8-20
Role of PTEs in Attribute Management ........................................................................................................8-21
PTE in Attribute Creation Process.................................................................................................................8-22
Linking Attributes to a PTE...........................................................................................................................8-23
Creating a New Pricing Transaction Entity ...................................................................................................8-25
Defining Pricing Transaction Entity Associations.........................................................................................8-27
Agenda...........................................................................................................................................................8-28
What is a Context?.........................................................................................................................................8-29
Context Examples..........................................................................................................................................8-30
Understanding Contexts ................................................................................................................................8-31
Contexts.........................................................................................................................................................8-32
Qualifier Contexts..........................................................................................................................................8-34
Qualifier Context Examples ..........................................................................................................................8-35
Product Contexts............................................................................................................................................8-36
Pricing Contexts ............................................................................................................................................8-37
Agenda...........................................................................................................................................................8-38
Context/Attribute Creation Process ...............................................................................................................8-39
Creating Attributes for Contexts....................................................................................................................8-40
Attribute Selection: Pricing Engine Processing.............................................................................................8-41
Pricing Attributes and Flexfields ...................................................................................................................8-42
Pricing Attributes...........................................................................................................................................8-43
Practice - Create a Pricing Qualifier Context and Attributes.....................................................................8-46
Solution Create a Pricing Qualifier Context and Attributes.....................................................................8-48
Agenda...........................................................................................................................................................8-52
Overview of Attribute Mapping Methods .....................................................................................................8-53
Stages in Attribute Creation...........................................................................................................................8-54
Linking Attributes to a Pricing Transaction Entity........................................................................................8-55
Advanced PricingPTEAttribute Linking Window.....................................................................................8-56
Setting Attribute Levels.................................................................................................................................8-58
Attribute Levels .............................................................................................................................................8-60
Attributes and Pricing Window LOVs...........................................................................................................8-61
Disabling an Attribute from a PTE ................................................................................................................8-63
Practice - Link Attributes to a Pricing Transaction Entity (PTE) ..............................................................8-64
Solution Link the Attribute to a Pricing Transaction Entity (PTE).........................................................8-66
Agenda...........................................................................................................................................................8-69
Assigning an Attribute Mapping Method ......................................................................................................8-70
Attribute Mapping .........................................................................................................................................8-72
Setting Up a New Mapping Rule for a Qualifier/Pricing Attribute ...............................................................8-73
Attribute Mapping Window...........................................................................................................................8-75
Practice - Use Attribute Mapping to Define an Attribute ..........................................................................8-77
Solution Use Attribute Mapping to Define an Attribute.........................................................................8-80
Agenda...........................................................................................................................................................8-86
Copyright Oracle Corporation, 2004. All rights reserved.

11i Advanced Pricing Fundamentals Table of Contents


xi

Build Attribute Mapping Rules Program.......................................................................................................8-87


Build Attribute Mapping Rules Program Checklist.......................................................................................8-89
Restoring Defaults .........................................................................................................................................8-91
Agenda...........................................................................................................................................................8-93
QP: Source System Code...............................................................................................................................8-94
Seeded Values for Source System Applications............................................................................................8-96
QP: Source System Code Example................................................................................................................8-97
Summary........................................................................................................................................................8-101
Diagnostics and Troubleshooting ...................................................................................................................9-1
Diagnostics and Troubleshooting ..................................................................................................................9-2
Objectives ......................................................................................................................................................9-3
Agenda...........................................................................................................................................................9-4
Overview of the Pricing Engine Request Viewer ..........................................................................................9-5
Setting Profile Options for Pricing Engine Request Viewer..........................................................................9-7
Pricing Engine Request Viewer.....................................................................................................................9-8
Using the Pricing Engine Request Viewer ....................................................................................................9-9
Pricing Engine Request Viewer Window ......................................................................................................9-10
Agenda...........................................................................................................................................................9-11
Debug Log window .......................................................................................................................................9-12
Agenda...........................................................................................................................................................9-13
Pricing Engine Messages and Diagnosis .......................................................................................................9-14
Summary........................................................................................................................................................9-15

Copyright Oracle Corporation, 2004. All rights reserved.

11i Advanced Pricing Fundamentals Table of Contents


xii