11i Adv Pricing3

11i Advanced Pricing
Fundamentals
Student Guide - Volume 3
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D17037GC20
Edition 2.0
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December 2004
D40111
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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
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The information in this document is subject to change without notice. If you find any problems in the documentation, please report
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All other products or company names are used for identification purposes only, and may be trademarks of their respective owners.
Author
John Salvini
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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
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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
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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
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11i Advanced Pricing Fundamentals Table of Contents

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

QP: Qualify Secondary Price Lists ................................................................................................................2-151
QP: Return Manual Discounts .......................................................................................................................2-152
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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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
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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
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Preface
Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
Thorough knowledge of the Advanced Pricing general concepts.
Working experience with Oracle Advanced Pricing.
Prerequisites
11i E-Business Suite Essentials for Implementers
11i Order to Cash Fundamentals
How This Course Is Organized

11i Advanced Pricing Fundamentals is an instructor-led course featuring lecture and hands-on
exercises. Online demonstrations and written practice sessions reinforce the concepts and skills
introduced.
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Related Publications
Oracle Publications
Title
Part Number
Oracle Advanced Pricing Implementation Manual Release 11i
B14385_01
Oracle Advanced Pricing User's Guide Release 11i
B13966-01
Oracle Order Management Implementation Manual Release 11i
A95861_03
Oracle Order Management User's Guide Release 11i
A88765_05
Additional Publications
System release bulletins
Installation and users guides
Read-me files
International Oracle Users Group (IOUG) articles
Oracle Magazine
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Typographic Conventions
Typographic Conventions in Text
Convention
Bold italic
Caps and
lowercase
Courier new,
case sensitive
(default is
lowercase)
Initial cap
Element
Glossary term (if
there is a glossary)
Buttons,
check boxes,
triggers,
windows
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
Italic
Graphics labels
(unless the term is a
proper noun)
Emphasized words
and phrases,
titles of books and
courses,
variables
Interface elements
with long names
that have only
initial caps;
lesson and chapter
titles in crossreferences
SQL column
names, commands,
functions, schemas,
table names
Menu paths
Key names
Key sequences
Quotation
marks
Uppercase
Example
The algorithm inserts the new key.
Click the Executable button.
Select the Cant Delete Card check box.
Assign a When-Validate-Item trigger to the ORD block.
Open the Master Schedule window.
Code output: debug.set (I, 300);
Directory: bin (DOS), $FMHOME (UNIX)
Filename: Locate the init.ora file.
Password: User tiger as your password.
Pathname: Open c:\my_docs\projects
URL: Go to http://www.oracle.com
User input: Enter 300
Username: Log on as scott
Customer address (but Oracle Payables)
Do not save changes to the database.
For further information, see Oracle7 Server SQL Language
Reference Manual.
Enter user_id@us.oracle.com, where user_id is the
name of the user.
Select Include a reusable module component and click Finish.
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This subject is covered in Unit II, Lesson 3, Working with

Objects.
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Use the SELECT command to view information stored in the

LAST_NAME
column of the EMP table.
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Arrow
Brackets
Commas
Plus signs
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Key combinations
Select File > Save.

Press [Enter].
Press and release keys one at a time:
[Alternate], [F], [D]
Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]

xv
Typographic Conventions in Code

Convention
Caps and
lowercase
Lowercase
Element
Oracle Forms
triggers
Column names,
table names
Example
When-Validate-Item
Passwords
DROP USER scott

IDENTIFIED BY tiger;
OG_ACTIVATE_LAYER
(OG_GET_LAYER (prod_pie_layer))
SELECT last_name
FROM s_emp;
PL/SQL objects
Lowercase
italic
Uppercase
Syntax variables
CREATE ROLE role
SQL commands and SELECT userid

FROM emp;
functions
Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you
through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
This simplified path translates to the following:
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1.
(N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2.
(M) From the menu, select Query then Find.
3.
(B) Click the Approve button.
Notations:
(N) = Navigator
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(M) = Menu
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(T) = Tab
(B) = Button
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(I) = Icon
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(H) = Hyperlink
(ST) = Sub Tab

xvi
Typographical Conventions in Oracle Application Help System Paths

This course uses a navigation path convention to represent actions you perform to find
pertinent information in the Oracle Applications Help System.
The following help navigation path, for example
(Help) General Ledger > Journals > Enter Journals
represents the following sequence of actions:
1.
In the navigation frame of the help system window, expand the General Ledger entry.
2.
Under the General Ledger entry, expand Journals.
3.
Under Journals, select Enter Journals.
4.
Review the Enter Journals topic that appears in the document frame of the help system
window.
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xviii
Modifiers
Chapter 7
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Modifiers
Chapter 7 - Page 1
Modifiers
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Modifiers
Chapter 7 - Page 2
Objectives
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Lesson Aim
This lesson explains how to set up and use modifiers in Oracle Advanced Pricing. Modifiers
enable you to set up price adjustments such as discounts and surcharges; benefits such as free
goods or coupons; and freight and special charges that the pricing engine applies immediately
to pricing requests or accrues for later disbursement. Using modifiers, you can:
Set up a modifier list with multiple modifier lines that define the terms of the price
adjustment.
Create eligibility rules for modifiers by assigning list and line level qualifiers.
Define modifiers that are incompatible with other modifiers.
Create exclusive modifiers.
Create cascading modifiers.
Accrue monetary and non-monetary benefits.
Create monetary or usage limits that a customer can receive for a promotion, deal, or other
modifier.
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Modifiers
Chapter 7 - Page 3
Objectives
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Modifiers
Chapter 7 - Page 4
Agenda
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Modifiers
Chapter 7 - Page 5
Overview
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Modifiers
Chapter 7 - Page 6
Modifiers in Business Scenario Process
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Modifiers
Chapter 7 - Page 7
Pricing Concept: Modifiers
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Modifiers
Chapter 7 - Page 8
Example of Modifier Use
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Modifiers
Chapter 7 - Page 9
Example of Surcharge Modifier
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Example of Surcharge Modifier

A Surcharge modifier increases the cost of an item. It can be applied using the following
methods:
Percent
Amount
New price
Lumpsum
It is used to include taxes, handling charges, and other special costs in the price.
Scenario 1
Customers in the National Accounts territory who spends less than 1000 currency units per
order receives a 2-percent surcharge.
Scenario 2
Any customer placing a rush order (delivery required within two days) has to pay a $50
surcharge for special handling.
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Modifiers
Chapter 7 - Page 10
Modifier Components
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Modifier Components
Each modifier list that you set up consists of modifier lines--both are set up in the modifier
setup window.
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Modifiers
Chapter 7 - Page 11
Agenda
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Modifiers
Chapter 7 - Page 12
Modifier Setup
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Modifiers
Chapter 7 - Page 13
Modifier Setup (HTML UI)
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Modifier Setup (HTML UI)

Use guided create flows to create and maintain your modifier lists and lines. These lists include
deals, discount lists, promotions, and surcharge lists. Guided create flows are available for
modifier lines types of discount, surcharge, price break and promotional goods. For
promotional goods in HTML, additional buy items are not supported.
For modifier types or features unavailable in HTML, you must use the Forms-enabled UI
(accessed from the Oracle Pricing Manager responsibility). Within each create flow, you can
verify your setup data before saving on the review page.
Note: Modifiers created in the HTML UI are initially in inactive state (by default). You must
query the modifier header again and select the the Active check box to make the modifier
active.
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Modifiers
Chapter 7 - Page 14
Create Modifier List Flow (HTML UI)
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Create Modifier List Flow (HTML UI)

This diagram shows the general guided steps to create a modifier list:
1. Enter the general information for the list such as the name, currency, and description.
2. Assign the list qualifiers by attaching an existing qualifier group, or creating new qualifiers.
3. Review the list details before saving and moving on to create the list lines.
query the modifier header again and select the the Active check box to make the modifier
active.
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Modifiers
Chapter 7 - Page 15
Types of Modifier Lists
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Types of Modifier Lists

Select the type of modifier list you want to create. Using modifier lists, you can create
groupings of price adjustments, benefits, and freight and special charges that you offer and
report together to meet various business needs. At the list level, you define criteria that is
common to all of the line level modifiers. You can use the following list types:
Deal (Must associate a Parent Promotion with the Deal)
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Discount List
Freight and Special charge List (Forms-enabled UI only)
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Promotion
Surcharge List
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Chapter 7 - Page 16
Create List: General Information
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Create List: General Information

In the Forms-enabled UI, enter this information in the Modifier List region.
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Chapter 7 - Page 17
Currency
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Currency
Select a Currency for the modifier. Alternately, you can select Optional Currency to make the
modifier list available to all currencies.
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Chapter 7 - Page 18
Optional Currency
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Optional Currency
You can set up a modifier list that can be applied to any transaction regardless of currency. No
currency conversion is done by these modifiers. For example, this type of modifier could be
used to give a world-wide discount of 10% without creating a modifier in each of the
transaction currencies in which you do business.
It can be used with all application methods and modifier types.
This feature is supported in both Forms and HTML, and is available for both Basic and
Advanced Pricing users.
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Chapter 7 - Page 19
General Information: Optional Currency
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General Information: Optional Currency

Selecting Optional Currency as the Currency for the modifier list enables users to easily create
one modifier to apply to all transactions regardless of the order currency.
When a modifier with Optional Currency selected is used, it is applied without currency
conversion and the discount or benefit is calculated in units of the transaction currency.
For example, a modifier for a 10 currency unit discount offered to customers worldwide would
be applied to the three orders above:
10 Japanese Yen for Sales Order #1
10 British Pounds Sterling for Sales Order #2 and
10 US dollars in Sales Order #3
To set up an optional currency modifier, select the Optional Currency code from the list of
values for currency (HTML UI) or clear the currency value on the Define Modifier window
(Forms-enabled UI). Now this modifier can be used with all transactions of any currency.
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Chapter 7 - Page 20
General Information: Optional Currency Modifier Advantages
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General Information: Optional Currency Modifier Advantages

If you do business in many currencies, you could select 'optional currency' for a modifier setup.
This enables you to use and maintain the same modifier setup for all transaction currencies
rather than creating a modifier for each currency in which you do business. The 'optional
currency' modifier can be used with both single and multiple currency price lists.
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Chapter 7 - Page 21
Create List: List Qualifier
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In the second step, create qualifiers by: creating a qualifier(s) and/or appending a qualifier
group.
Note: You can only create qualifier groups in the Forms-based UI not HTML UI.
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Chapter 7 - Page 22
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Qualifier Contexts
Qualifier contexts are flattened hierarchies where similar qualifying attributes can be
grouped into logical categories. The specificity is indicated by precedence.
Qualifiers
Qualifiers are specific attributes that assist Oracle Advanced Pricing with limiting the who
for benefit or price eligibility.
Qualifier Value
A qualifier value is a value you chose to associate a qualifier attribute.
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Chapter 7 - Page 23
Create List: Review
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Create List: Review

The last step enables you to review and save the modifier list details before creating the
modifier lines.
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Chapter 7 - Page 24
Agenda
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Chapter 7 - Page 25
Adding Modifier Lines
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Modifier Line Types

You can select a modifier line type that defines the type of price adjustment, benefits, or freight
and special charges that the pricing engine applies to pricing requests. The modifier list type
you select when creating the modifier determines the modifier line types that you can use. For
example, if you select the Freight and Special charge List as the Modifier List Type in the
Modifier List region, you can only select Freight/Special Charge at the Modifier Line level.
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Chapter 7 - Page 26
Modifier List and Line Type Relationships
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This table displays the relationships between the Modifier List types and the Modifier Line
types. When creating modifiers, it is important to consider the restrictions and associations for
the modifier type you are creating.
Accessibility Description
The table describes the relationship between the Modifier List types and the Modifier Line
types.
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Chapter 7 - Page 27
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This table displays the relationships between the Modifier List types and the Modifier Line
types. When creating modifiers, it is important to consider the restrictions and associations for
the modifier type you are creating.
The table describes the relationship between the Modifier List types and the Modifier Line
types.
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Chapter 7 - Page 28
Agenda
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Chapter 7 - Page 29
Create Modifier Line Flow (HTML UI)
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This diagram shows the general guided steps to create modifier lines in the HTMl UI:
1. Select the modifier line type.
2. Select controls that determine how the modifier is applied.
3. Create the product and benefit for the modifier adjustment.
4. Assign the qualifiers by appending (attaching) an existing qualifier group, or creating new
qualifiers.
5. Review the list details before saving the modifier list and creating the list lines.
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Chapter 7 - Page 30
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This diagram shows the general guided steps to create modifier lines in the HTMl UI:
1. Select the modifier list line type.
2. Assign the list qualifiers by attaching an existing qualifier group, or creating new qualifiers.
3. Review the list details before saving and moving on to the list lines.
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Chapter 7 - Page 31
Modifier Line Types
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The modifier line types listed above can be created for modifier list types. Although some
modifier line types (indicated above) can only be created in the Forms-based user interface,
they can be viewed and used in the HTML UI. See the Oracle Advanced Pricing Users Guide
for more information on setting up modifiers in the Forms-based UI.
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Chapter 7 - Page 32
Modifier Line Types
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Modifier Line Types

The modifier line types listed above can be created for modifier list types. Although some
modifier line types (indicated above) can only be created in the Forms-based user interface,
they can be viewed and used in the HTML UI. See the Oracle Advanced Pricing Users Guide
for more information on setting up modifiers in the Forms-based UI.
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Chapter 7 - Page 33
Discount Modifier
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Discount Modifier
A discount can be a percentage of a basic value. For example, a corporate customer can be
offered a 15-percent discount. A discount can also be a fixed amount. For example, a discount
of $10 can be offered to a customer who spends more than $300.
Scenario 1
If a customer is a preferred customer or customer spends more than $150, they receive 10% off
the order.
Scenario 2
For any 10 compact discs purchased by April 2000, the customer receives $2 off.
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Chapter 7 - Page 34
Practice - Create a Discount Modifier with a Qualifier Group

Overview
In this practice you will create a discount modifier and append a qualifier group that was created
in your previous practice. You then apply the modifier to an order. You will use Business World
as the customer.
Important: After creating the modifier, query it in the Home Page, and select the Active box to
activate it. This enables the modifier to be applied to the sales order.
Assumptions
Oracle Pricing User and Order Management Super User, Vision Operations
responsibility
Prior practices are completed. Practices build on earlier exercises.
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
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Define General Information for the Discount Modifier
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Responsibility = Oracle Pricing User, Vision Operations
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1.
Navigate to the Create Discount List: General Information page.
2.
Enter the following data:

Name = XX-Discount 1
Number = XX-Discount 1
Version Number = 1
Description = Enter a meaningful description
Currency = Defaults
Start Date = Default
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3.
Click Next to display the Create Discount List: Qualifiers page.
4.
Click Append Group.
5.
Query and then select qualifier group XX-Qualifier Group 1.
6.
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Click Next to display the Review page. Review your work.

Click Finish to save the modifier header information.
Modifiers
Chapter 7 - Page 35
A Confirmation page displays.

8.
Click Yes to confirm that you want to save your changes, and add modifier lines.
The Update Discount List: Modifier Lines page displays.
9.
Click Create Line to create a new modifier line. The modifier line defines details about the
actual discount to be applied:
Modifier Type = Discount
Start Date = Current
10. Click Continue to display the Controls page.

11. Enter Controls:
Modifier Level = Line
Pricing Phase = List Line Adjustment
Incompatibility = Blank
Automatically Apply = Selected
12. Click Next to display the Create Discount Line: Product and Benefit page.
13. Enter product and benefit information:
Product Level = All Items
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14. In Benefit region:

Value = 5
Adjustment Method = Percent
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You will have a discount of 5% for all products ordered if one of the following conditions
exists (as defined by the conditions of the Qualifier Group attached to the modifier):
[Customer = Business World AND Price List = Corporate] OR
[Customer Name = ABC Application Software] OR
[Price List = Web Special]
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15. Click Next to display Qualifiers page, but do not select any line qualifiers.
16. Click Finish to save your changes.
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17. Important: After creating the modifier, query it in the Home Page, select the Active box to
activate it, and click Apply to save the changes. This enables the modifier to be applied to
the sales order.
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Entering a Sales Order
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Responsibility = Order Management Super User, Vision Operations

18. Enter a Sales Order for Business World. At the sales order line level enter item AS55888
with a quantity of 1.
Modifiers
Chapter 7 - Page 36
19. Book the sales order.

20. Check the results to confirm that the modifier was applied.
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Chapter 7 - Page 37
Solution - Create a Discount Modifier with a Qualifier Group

Create a Discount Modifier with a Qualifier Group
1.
(N) Oracle Pricing User > Home > Advanced Pricing Home page
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2.
[B] Create Discount List.
3.

Name = XX-Discount 1
Number = XX-Discount 1
Version Number = 1
Description = Enter a meaningful description.
Currency = Defaults
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Chapter 7 - Page 38
4.
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(B) Next.
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Chapter 7 - Page 39
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Append a Qualifier Group

5.
(B) Append Group.
6.
Select your XX-Qualifier Group 1.
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Chapter 7 - Page 40
7.
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(B) Apply
This appends the qualifier group to the modifier defined in the General Information page.
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Chapter 7 - Page 41
8.
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(B) Next. Review your entries.
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Chapter 7 - Page 42
9.
(B) Finish.
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10. (B) Yes.
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Create a Discount Modifier Line

11. (B) Create Line.
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Chapter 7 - Page 43
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12. Select the modifier line details:

Line Number = Defaults
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Chapter 7 - Page 44
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13. (B) Continue.
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Chapter 7 - Page 45
Define Controls
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14. Enter Controls:

Pricing Phase = List Line Adjustment
15. (B) Next.
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Chapter 7 - Page 46
Define Product and Benefit
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Value = 5
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Chapter 7 - Page 47
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18. (B) Next.
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Chapter 7 - Page 48
Define Qualifiers
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If you click Create Qualifier or Append Qualifier, you can create a new qualifier that would
qualify for just this modifier line (not all modifier lines in the list). We will not add a
Modifier Line level qualifier.
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19. (B) Finish.
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20. (B) Apply to save your changes.

21. Save your work.
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22. Important: After creating the modifier, query it in the Home Page, select the Active box to
activate it, and click Apply to save the changes. This enables the modifier to be applied to
the sales order.
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Chapter 7 - Page 49
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23. (B) Apply.
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Chapter 7 - Page 50

Order Management Super User, Vision Operations
24. Navigate to the Sales Order window.
25.
(N) Orders, Returns > Sales Orders

(T) Order Information, (T) Main tab
Customer = Business World
Price List = Corporate
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26. Enter a Sales Order for Business World:
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(T) Line Items, (T) Main.

Ordered Item = AS55888
Qty = 1
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Chapter 7 - Page 51
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27. (B) Book Order.
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28. Confirm that a discount has been applied.
(B) Actions > View Adjustments.
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Chapter 7 - Page 52
29. (B) OK.
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30. Confirm that the modifier has been applied.
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Chapter 7 - Page 53
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31. (B) Cancel.

32. Save your work.
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Chapter 7 - Page 54
Surcharge Modifier
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Surcharge Modifier
A Surcharge modifier increases the cost of an item. It can be applied using the following
application methods:
Percent
Amount
New price
Lump sum
A surcharge can be used to apply taxes, handling charges, and other special costs in the price.
Scenario 1
Customers in the National Accounts territory who spends less than $1000 per order receives a
2-percent surcharge.
Scenario 2
Any customer placing a rush order (delivery required within two days) has to pay a $50
surcharge for special handling.
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Chapter 7 - Page 55
Practice - Create a Surcharge Modifier

Overview
In this practice you will create a surcharge modifier. You then enter a sales order to see the
surcharge applied. You will use XX-Big City Electronics as the customer.
Assumptions
Oracle Pricing User, Vision Operations responsibility
Tasks
Define General Information for the Surcharge Modifier
1.
Navigate to the Create Surcharge List: General Information page.
2.

Name = XX-Surcharge 1
Number = Surcharge example.
Version Number = Blank
Currency = Defaults
End Date = Tomorrow's date
3.
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Price List
Customer Name
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Enter the following qualifiers:

Attribute
5.
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Create Qualifiers
4.
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Operator
Value From
Is
XX-Price List1
Is
XX-Big City Electronics
Click Apply, then click Next to add a surcharge modifier line. The modifier line defines
details about the actual surcharge to be applied.
Click Create Line to create a new modifier line:
Modifiers
Chapter 7 - Page 56
Modifier Type = Surcharge

End Date = Tomorrow
Create Controls
8.
Click Continue to display the Controls page.
9.
Enter Controls:
Pricing Phase = All Lines Adjustment
Bucket = Pricing Adjustments Bucket 1
10. Click Next to display the Create Surcharge Line: Product and Benefit page.
Create Surcharge Line: Product and Benefit
UOM = Ea
Value = 10
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You now have a surcharge of 10% for all products ordered, only when
The customer is XX-Big City Electronics and
The price list used for the order is XX-Price List1
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14. Click Apply to save your changes.
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Enter a Sales Order
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15. Enter a Sales Order for XX-Big City Electronics. At the sales order line level enter item
AS54888 with a quantity of 1.
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17. After saving the order, there should be a surcharge of 10% added to your lines.
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Chapter 7 - Page 57
Solution - Create a Surcharge Modifier

Define General Information for the Surcharge Modifier
1.
Navigate to the Create Surcharge List: General Information page.
(N) Oracle Pricing User > Home > Advanced Pricing Home page > Create Surcharge
List
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In General Information page:

Name = XX-Surcharge 1
Number = Surcharge example.
Version Number = Blank
Currency = Defaults
End Date = Tomorrow's date
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Chapter 7 - Page 58
3.
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Chapter 7 - Page 59
4.
(B) Create Qualifier.
Create Qualifiers
5.
Enter the following qualifiers. After adding the first qualifier, click Add Another Row to
enter the second qualifier:
Attribute
Operator
Value From
Price List
Is
XX-Price List1
Customer Name
Is
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Chapter 7 - Page 60
7.
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(B) Finish.
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Chapter 7 - Page 61
8.
(B) Yes.
Create a Surcharge Modifier Line

9.
(B) Create Line.
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Create Modifier Line

Modifier Type = Surcharge
End Date = Tomorrow
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11. (B) Continue

Create Controls for the Modifier Line
12. Enter Controls:
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Chapter 7 - Page 63
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(B) Next.
Enter Product and Benefit information
UOM = Ea
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Chapter 7 - Page 64
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Value = 10
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14. (B) Next to display Qualifiers page.
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Note: If you click Create Qualifier or Append Qualifier, you can create a new qualifier that
would qualify for just this modifier line (not all modifier lines in the list). Instead, select (B)
Finish. We will not add a Modifier Line level qualifier.
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Chapter 7 - Page 65
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15. (B) Finish.
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Chapter 7 - Page 66
(B) Apply.
16. Save your work.
Enter a Sales Order
18.

(T) Main tab
Customer = XX-Big City Electronics
Price List: XX-Price List1
AS54888 with a quantity of 1.
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20. [T] Line Items:
Ordered Item
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XX-Standard Phone
XX-Palm Pilot
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Quantity
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5
Modifiers
Chapter 7 - Page 67
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21. [I] Save your work.
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22. After saving the order, there should be a surcharge of 10% added to your lines.
23. (B) Actions > View Adjustments. View your price adjustments and see which modifier
attached.
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Chapter 7 - Page 68
24. (B) OK.
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25. Save your work.
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Chapter 7 - Page 69
Freight and Special Charges Modifier
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Freight and Special Charge Modifier

This modifier can be used to apply freights costs that are applied to the order total. For
example, any customer placing an order for less than $500 pays a freight charge of 10-percent
of the order cost.
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Chapter 7 - Page 70
Creating Freight and Special Charges Modifiers
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Creating Freight and Special Charges Modifiers

Freight and Special Charges Modifiers enable you to define how to apply charges to orders.
You can apply the modifiers automatically or manually. Here are the steps for setting up
automatic order level charges using qualifiers along with the modifiers:
1. Select the Freight and Special Charges List as the type of modifier. Then at the Modifier
Summary tab.
2. Enter the modifier lines, specifying that the modifier is to be applied at the order level.
3. Select the header level qualifiers applicable at the list level.
You can define the qualifier to accept only orders with Freight Terms of Prepay and Add. Now
when you enter an order with Freight Terms of Prepay and Add, the charges are applied to the
order automatically and you can view them in the order window.
Note: This is only one example of a type of setup--Freight and Special Charges Modifiers can
be set up in other ways.
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Chapter 7 - Page 71
Practice - Create a Freight and Special Charge List Modifier

Overview
In this practice, you create a Freight and Special Charge List modifier using formulas, modifiers
and qualifiers. In this exercise you will define:
Two Special Charge Formulas
A Modifier List with four line modifiers that determine how to use the formulas
List and line qualifiers to determine eligibility
Note: For freight charge modifiers, you can apply freight charges of one Charge Name only
(such as "Freight Costs") once even if more number of charges qualifies.
Assumptions
Order Management Super User responsibility
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Tasks
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Define the First Formula

1.
Navigate to the Pricing Formulas window.
2.
Enter the following:

Name = XX-Freight
Description = Dollar Amount x Constant .01
Formula = 1*2
Formula Type
Pricing Attribute
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Volume
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Numeric Constant
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Pricing Attribute
Context
N/A
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Pricing
Attribute
Component
Step
Item Amount
N/A
N/A
.01
Save your work
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Define the Second Formula

4.
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Name = XX-Handling
Description = Item Quantity x Constant .05
Modifiers
Chapter 7 - Page 72
Formula = 1*2
Formula Type
Pricing Attribute
Context
Pricing
Attribute
Component
Step
Pricing Attribute
Volume
Item Quantity
N/A
Numeric Constant
N/A
N/A
.05
5.
Save your work.
Define a Freight and Special Charge Modifier List

6.
Navigate to the Advanced Pricing Define Modifier window.
7.
In the Main tab enter the following List information:

Type = Freight and Special Charge List
Name = XX-Freight and Handling
Currency =Defaults
Number = XX-Freight and Handling
Version = 1
Active = Cleared (to start).
Automatic = Selected
8.
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Click List Qualifiers to add the following qualifier:

Grouping
Number
9.
Qualifier
Context
Qualifier
Attribute
Precedence
Modifier List
Price List
Defaults
Order
Order Type
Defaults
Click OK.
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Operator
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Value From
XX-Price List1
Mixed
10. In the Modifiers Summary tab, enter the following modifier line information:
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Modifier
Number
Level
Modifier Type
Line
Freight/Special
Charge
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Start/End Dates
Optional
Automatic
Selected
Pricing Phase
50 (Line
Charges)
11. In the Discounts/Charges tab, enter the following information:
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Charge Name
Freight Costs
Formula
XX-Freight
Application Method
Lumpsum
Modifiers
Chapter 7 - Page 73
Bucket
Value
(blank)
12. Click Line Qualifiers and enter the following qualifier data:
Group
Number
1
Qualifier
Context
Volume
Qualifier
Attribute
Order Amount
Precedence
Defaults
Operator
BETWEEN
Value
From
0
Value
To
10000
13. Click OK.

14. In the Modifiers Summary tab, create a new modifier line:
Modifier
Number
2
Level
Order
Modifier Type
Freight/Special
Charge
Start/End
Dates
Optional
Automatic
Selected
Pricing Phase
70 (Charges:
Header/All Lines)
Bucket
(blank)
15. In the Discounts/Charges tab:

Charge Name
Freight Costs
Application Method
Lumpsum
Value
750
16. Click Line Qualifier to create a Line Level Qualifier.

Group
Number
1
Qualifier
Context
Volume
Qualifier
Attribute
Order Amount
Precedence
Defaults
Operator
BETWEEN
18. In the Modifiers Summary tab, create a new modifier

Level
Line
Modifier Type
Freight/Special
Charge

Charge Name
Handling Costs
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Formula
XX-Handling
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Automatic
Selected
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Start/End
Dates
Optional
Value To
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17. Click OK.
Modifier
Number
3
Value
From
Pricing Phase
50 (Line Charges)
Application Method
Lumpsum
Bucket
1
Value
Blank
20. Click Line Qualifiers and create a Line Level Qualifier.
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Group
Number
Qualifier
Context
Volume
Qualifier
Attribute
Order Amount
Precedence
Operator
Defaults
BETWEEN
Modifiers
Chapter 7 - Page 74
Value
From
0
Value
To
10000
21. Click OK.

22. In the Modifier Summary tab, create a new modifier line:
Modifier
Number
4
Level
Modifier Type
Order
Freight/Special
Charge
Start/End
Dates
Optional
Automatic
Pricing Phase
Bucket
Selected
70 (Charges:
Header/All Lines)
(blank)

Charge Name
Application Method
Handling Costs
Value
Lumpsum
50
24. Click Line Qualifier to create a Line Level Qualifier.

Group
Number
1
Qualifier
Context
Volume
Qualifier
Attribute
Order Amount
Precedence
Operator
Defaults
BETWEEN
Value
From
10001
Value
To
999999
9
25. Click OK.
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26. Return to the Main tab of the Modifier header and select the Active check box.
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27. Save your work.
Enter a Sales Order Using the Freight and Handling Charge Modifier
28. Navigate to the Sales Orders window.
29. In the
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Main tab:
Required Header information defaults from your customer setup
Price List = XX-Price List1
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30. In Line Items tab:

Ordered Item = XX-Palm Pilot
Quantity =1
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31. Save your work and note the order number ---------------.
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32. Click Actions > Charges and Freight Costs to view your charges. You should have charges
for both Freight Costs and Handling Costs. Close the window
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33. In the Order Information tab, click Actions > Charges. Should see a $750 lumpsum.
Modifiers
Chapter 7 - Page 75
34. Increase the order line to a dollar amount greater than $10,000 (quantity 15)
35. Save your work.
36. Click Actions > Select Charges to view your charges. There should be none (provided
Order Total is above $10,000).
37. Close the window and select the Order Information tab.
38. Click Actions > Charges. There should be only one line for Handling Costs of $50 and no
Freight Costs (provided the Order Total is greater than $10,000).
39. Save your work.
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Chapter 7 - Page 76
Solution Create a Freight and Handling Charges Modifier

Define the First Formula
1.
Navigate to the Pricing Formulas window.
(N) Pricing > Pricing Formulas > Formulas Setup
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The Pricing Formulas window displays.

2.

Name = XX-Freight
Description = Dollar Amount x Constant .01
Formula = 1*2
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Chapter 7 - Page 77
Formula Type
Pricing Attribute
Context
Pricing
Attribute
Component
Step
Pricing Attribute
Volume
Item Amount
N/A
Numeric Constant
N/A
N/A
.01
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(I) Save.
Define the Second Formula

4.
5.
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Enter the next formula

Name = XX-Handling
Description = Item Quantity x Constant .05
Formula = 1*2
Formula Lines region:
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Formula Type
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Pricing Attribute
Context
Pricing
Attribute
Component
Step
Pricing Attribute
Volume
Item Quantity
N/A
Numeric Constant
N/A
N/A
.05
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Chapter 7 - Page 78
6.
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(I) Save your work.
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Define a Freight and Special Charge List Modifier
Note: For freight charge modifiers, you can apply freight charges of one Charge Name (such as
"Freight Costs") only once even if more number of charges qualifies.
7.
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(N) Pricing > Modifiers > Modifier Setup
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Chapter 7 - Page 79
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8.
(T) Main.
9.

Type = Freight and Special charge List
Name = XX-Freight and Handling
Currency =Defaults
Number = XX-Freight and Handling
Version = 1
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Chapter 7 - Page 80
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10. (B) List Qualifiers.

Grouping
Number
Qualifier
Context
Qualifier
Attribute
Precedence
Modifier List
Price List
Defaults
Order
Order Type
Defaults
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Chapter 7 - Page 81
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Operator
Value From
XX-Price List1
Mixed
11. (B) OK.

12. (T) Main, (T) Modifiers Summary.
Modifier
Number
1
Level
Line
Modifier Type
Freight/Special
Charge
Start/End
Dates
Automatic
Pricing Phase
Bucket
Optional
Selected
50 (Line Charges)
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13. (T) Discounts/Charges.

Charge Name
Freight Costs
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Formula
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XX-Freight
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Application Method
Lumpsum
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Chapter 7 - Page 82
Value
(blank)
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14. (B) Line Qualifiers:

Grouping
Number
1
Qualifier
Context
Volume
Qualifier
Attribute
Order Amount
Operator
Value
From
Value
To
Defaults
BETWEEN
10000
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Modifiers
Chapter 7 - Page 83
15. (B) OK.

16. (T) Modifiers Summary to create a new modifier line:
Modifier
Number
Level
Modifier Type
Order
Freight/Special
Charge
Start/End
Dates
Optional
Automatic
Pricing Phase
Bucket
Selected
70 (Charges:
Header/All Lines)
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Chapter 7 - Page 84
(blank)
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Charge Name
Application Method
Freight Costs
Lumpsum
750
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18. (B) Line Qualifier.

Group
Number
1
Qualifier
Context
Volume
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Qualifier
Attribute
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Order Amount
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Value
Precedence
Defaults
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Operator
BETWEEN
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Chapter 7 - Page 85
Value
From
Value
To
10000
19. (B) OK.

20. (T) Modifiers Summary. Create a new modifier line
Modifier
Number
Level
Modifier Type
Line
Freight/Special
Charge
Start/End
Dates
Optional
Automatic
Pricing Phase
Selected
50 (Line Charges)
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Charge Name
Formula
Application Method
Value
Handling Costs
XX-Handling
Lumpsum
Blank
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Chapter 7 - Page 86
Bucket
1
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22. (B) Line Qualifier and create a Line Level Qualifier.
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Group
Number
Qualifier
Context
Qualifier
Attribute
Precedence
Operator
Value
From
Value
To
Volume
Order
Amount
Defaults
BETWEEN
10000
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Chapter 7 - Page 87
23. (B) OK.

24. (T) Modifiers Summary. Create a new modifier line:
Modifier
Number
Level
Modifier Type
Start/End
Dates
Automatic
Pricing Phase
Order
Freight/Special
Charge
Optional
Selected
70 (Charges:
Header/All Lines)
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Charge Name
Application Method
Value
Handling Costs
Lumpsum
50
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Bucket
Modifiers
Chapter 7 - Page 88
(blank)
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26. (B) Line Qualifier. Create a Line Level Qualifier:

Group
Number
1
Qualifier
Context
Volume
Qualifier
Attribute
Order Amount
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BETWEEN
27. (B) OK.
29. Select the Active check box.
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Operator
Precedence
Defaults
Modifiers
Chapter 7 - Page 89
Value
From
10001
Value To
9999999
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30. (I) Save your work.
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Enter a Sales Order Using the Freight and Special Charge Modifier
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32. (T) Order Information, (T) Main

Customer: XX-Big City Electronics
Price List: XX-Price List1
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Chapter 7 - Page 90
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33. (T) Line Items

Ordered Item = XX-Palm Pilot
Quantity =1
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Chapter 7 - Page 91
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34. (I) Save your work and note the order number ______________.
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35. (T) Line Items.
36. (B) Actions > Charges and Freight Costs to view your charges. You should have charges
for both Freight Costs and Handling Costs.
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Chapter 7 - Page 92
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37. Close the window.

38. (T) Order Information.
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39. (B) Actions > Charges. Should see the $750 lumpsum freight costs applied.
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Chapter 7 - Page 93
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40. (T) Line Items, (T) Main.
41. Increase the quantity ordered (such as quantity 15) of the order line so that the ordered
amount exceeds $10,000.
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Chapter 7 - Page 94
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43. (I) Save your work.
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44. (B) Actions > Charges and Freight Costs to view your charges. There should be none
(provided Order Total is above $10,000).
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Chapter 7 - Page 95
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45. Close the window.
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46. (T) Order Information tab.

47. (B) Actions > Charges.
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There should be only one line for Handling Costs of $50 and no Freight Costs (provided the
Order Total is greater than $10,000).
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Chapter 7 - Page 96
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48. Save your work.
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Chapter 7 - Page 97
Promotional Goods Modifier
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Promotional Goods Modifier

Additionally, you can create ask for promotions or deals that the pricing engine does not
apply unless the customer specifically asks for them.
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Chapter 7 - Page 98
Practice - Create a Promotional Goods (Free Good) Modifier

Overview
You are still not satisfied with the sales revenue from your mobile phones and accessories. You
therefore decide to end-date the two previous promotions and create a new promotion. This time
you will offer your customers a free Palm Pilot when ordering a XX-Standard Phone and a XXPhone Card. You are not sure of the availability of stock so you limit the promotion to the next
few days.
Assumptions
Tasks
Define the Promotional Goods Modifier
1.
2.
In the Main tab, enter the following modifier list information:

Type = Promotion
Name = XX-Free Good (XX is a unique identifier such as your initials)
Currency = Defaults
Number = XX-Free Good
Version = Blank
Start/End Dates = Optional
Automatic box = Selected (check box selected)
Active = Deselected (to start)
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3.
Click List Qualifiers.
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Note: Click (OK) if Qualifier Groups window displays.

4.
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Grouping No.
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1
Context
Attribute
Operator
Value From
Customer
Customer Name
Modifier
List
Price List
XX-Price List5
Modifiers
Chapter 7 - Page 99
5.
Click OK.
6.
In the Modifiers Summary tab, enter the following modifier line information:
Modifier
No.
Level
XXPromo
Line
Modifier
Type
Start
Date
End
Date
Promotional Today
Goods
One
week
from
today
Automatic
Selected
Override
Cleared
7.
Modifiers Summary tab continued:

Incomp. Level = Level 1
Bucket = 1
Product Attribute = Item Number
Product Attribute Value = XX-Standard Phone
Volume Type = Item Quantity
Break Type = Point
Operator = BETWEEN
UOM = Ea
Value From = 1
Value To = 999999
8.
Click Define Details. The Products tab displays.
9.
Enter the following data in the Additional Buy Products region:
Group
No.
Product
Attribute
Item
Number
Product
Value
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XX-Phone
Card
Pricing
Attribute
Item Quantity
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Pricing
Phase
30 (All Lines
Adjustment)
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Value From
Between
Value To
999999999
10. Enter the following data in the Get region:
Get
Product
Attribute
Item
Number
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Get
Product
Value
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XX-Palm
Pilot
UOM
Ea
Get Quantity
Get Price***
XX-Price List5
Application
Method
Percent
Value
100
***This field is used to enter the price list that you would like the value of the get item to
default from. The value will default into this field.
Modifiers
Chapter 7 - Page 100
11. Save your work.

12. Return to the Main tab of the Modifier and select the Active check box.
13. Save your work.
Enter a Sales Order Using the Promotional Goods Modifier
15. In the Order Information tab, enter the following data:
Order Type = Standard
16. In the Lines tab, enter the following order line:
Ordered Item
Quantity
XX-Standard Phone
XX-Phone Card
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17. Save your work.
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You should receive the following message. A new line has been created for item XX-Palm
Pilot and for Quantity 1.
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18. Go to the line that was automatically added, that is, the line for the XX-Palm Pilot.
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19. Click Actions > View Adjustments. You will see the details of the modifier you applied.
20. Click Related Details. Note that the XX-Standard Phone is listed as the related line.
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21. Return to the sales order line with XX-Standard Phone.
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22. Click Actions > View Adjustments. View the details of the modifier you applied.
23. Click Related Details. Note the XX-Palm Pilot as the related item.
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Solution Creating the Benefit that Customers Receive

Creating a Coupon Issue Modifier
1.
(N) Modifiers > Modifier Setup
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The Advanced Pricing Define Modifier window displays.
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2.
(T) Main tab

Type = Promotion
Name = XX-Free Good (XX is a unique identifier such as your initials)
Currency = Defaults
Number = XX-Free Good
Version = Blank
Start/End Dates = Optional
Active = Deselected (to start)
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(B) List Qualifiers.
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Create List Qualifiers

Note: Click (OK) if the Qualifier Groups window displays.
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Enter the following data in the Header Level Qualifiers window:
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Grouping No.
1
1
Context
Attribute
Operator
Value From
Customer
Customer Name
Modifier List
Price List
XX-Price List5
Modifiers
5.
(B} OK.
6.
(T) Modifiers Summary
7.
Modifier
No.
Level
Modifier
Type
Start
Date
XXPromo
Line
Promotional
Goods
Today
End
Date
One
week
from
today
Automatic
Override
Selected
Cleared
(T) Modifier Summary (continued)

Incomp. Group = Level 1 Incomp.
Bucket = 1
Volume Type = Item Quantity
Break Type = Point
Operator = BETWEEN
UOM = Ea
Value From = 1
Value To = 999999
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30 (All Lines
Adjustment)
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Pricing
Phase
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Define the Additional Buy Products

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(T) Products, Additional Buy Products region:
Group
No.
1
Product
Attribute
Item
Number
Product
Value
XX-Phone
Card
Pricing
Attribute
Item
Quantity
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Operator
Between
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Value
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1
Value To
999999999
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Define the Get Product
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10. Get region:

Get
Product
Attribute
Item
Number
Get
Product
Value
XX-Palm
Pilot
UOM
Get
Quantity
Ea
Get Price***
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XX-Price List5
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Application
Method
Percent
Value
100
***This field is used to enter the price list that you would like the value of the get item to
default from. The value will default into this field.
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11. (I) Save.
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12. (T) Main

Active = Selected
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13. (I) Save.
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Enter a Sales Order Using the Promotional Goods Modifier

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16. (T) Line Items, (T) Main
Ordered Item
XX-Standard Phone
Quantity
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XX-Phone Card
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17. (I) Save.
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18. You should receive the following message. A new line has been created for item XX-Palm
Pilot and for Quantity 1.
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19. (B) OK
20. Go to the line that was automatically added, that is, the line for the XX-Palm Pilot
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22. (B) Related Details. Note that the XX-Standard Phone is listed as the related line.
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23. Return to the sales order line with XX-Standard Phone.
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25. (B) Related Details. Note the XX-Palm Pilot as the related item.
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26. (B) OK.
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Modifiers
Term Substitution Modifier
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Term Substitution Modifier

Replaces freight terms, shipping method, and payment terms with typically more favorable
terms for the customer. For example, substituting Express Delivery service for Standard
Delivery (normally a higher price) without charging the customer the additional charges.
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Practice - Create a Terms Substitution Modifier

Overview
Set up a payment term substitution for orders that are at least $3000, as a marketing tool. Your
Customer Service Department can use this as an opportunity to increase revenue when a
customer is uncertain whether to buy now or later. Limiting the time period will allow you to
analyze the benefits of this modifier.
Assumptions
Tasks
Create a Terms Substitution Modifier
1.
Navigate to the Modifier Setup window.
2.
In the Main tab, enter the following data:

Type = Promotion
Name = XX-Terms
Currency =Defaults
Number = XX-Terms
Version = 1
Active = Cleared, to start.
3.
4.
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In the Modifiers Summary tab, enter the modifier line details:

Modifier
Number
Level
Defaults
Line
Modifier
Type
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Term
Substitution
Automatic
Override
Selected
Cleared
Pricing
Phase
30 (All Lines Blank

Adjustment)
In the Promotion Terms tab, enter the following:

Terms Attribute = Payment Terms
Terms Value = Net 90
Modifiers
Incomp.
Group
Bucket
Blank
5.
Save your work.
Enter Line Qualifiers

6.
Click Line Qualifiers to add the following qualifiers:

Grouping
Number
Qualifier
Context
Qualifier
Attribute
Customer
Customer Name
Volume
Order Amount
Operator
Value
From
BETWEEN
Value To
End Date
XX-Big
City
Electronics
Grayed
Out
Tomorrow
3000
99999999 Blank
7.
Click OK.
8.
Return to the Header (main tab) and select the Active checkbox.
9.
Save your work.
10. Now enter an order to confirm that the terms substitution modifier is applied.
Create a Sales Order
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12. Enter the following in the Main tab:

Price List = Corporate
13. In Line Items tab, Main sub-tab, enter the following:
Ordered Item
AS54888
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Quantity
4
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14. In Pricing tab:

Payment Terms = 30 Net (Defaults)
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16. In the Pricing tab, the Payment Terms field should now change to Net 90.
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17. Save your work.
Modifiers
Solution Create a Terms Substitution Modifier

Create a Terms Substitution Modifier
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The Advanced Pricing - Define Modifier window displays.

2.
(T) Main:
Type = Promotion
Name = XX-Terms
Currency =Defaults
Number = XX-Terms
Version = 1
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Active = Cleared, to start.

(T) Modifiers Summary. Enter the term substitution details:
Modifier
Number
Level
Modifier
Type
Automatic
Override
Defaults
Line
Term
Substitution
Selected
Cleared
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Pricing Phase
30 (All Lines
Adjustment)
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Incom.
Group
Bucket
Blank
Blank
3.
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(T) Promotion Terms:

Terms Attribute = Payment Terms
Terms Value = Net 90
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Enter Line Qualifiers

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

Grouping
Number
Qualifier
Context
Qualifier
Attribute
Customer
Customer
Name
Volume
Order
Amount
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Operator
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BETWEEN
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Value
From
XX-Big
Grayed
City
Out
Electronics
3000
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Value To
End Date
Tomorrow
99999999 Blank
5.
Click OK.
6.
(T) Main tab.

Active check box = Selected
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Save your work.

Modifiers
Create a Sales Order

8.
Navigate to the Sales Orders window.
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(T) Order Information, (T) Main

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Ordered Item = AS54888
Quantity = 4
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11. (T) Pricing:

Payment Terms = 30 Net (Defaults)
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12. [I] Save. Note the order number ___________.
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13. In the Pricing tab, the Payment Terms field should now change to Net 90.
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14. Save your work.
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Modifiers
Item Upgrade Modifier
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Item Upgrade Modifier

Replaces a specific item ordered with another item for the same price. For example, all
customers in the VIP class who order item A receive an automatic upgrade of item B in its
place.
Implementation Considerations
This modifier can only be defined at the item level. When setting up, the item relationships
must be set up in Inventory between the item and the upgraded items: select Promotional
Upgrade as the Relationship Type in the Item Relationships window (N) Inventory > Item
Relationships.
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Implementation Considerations: Item Upgrade Modifier
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Practice - Create an Item Upgrade Modifier

Overview
You want to increase sales volume by offering your customers the Mobile Phone with WAP for
the same price as a standard mobile phone without WAP access. When a customer orders the
standard phone, they will automatically upgrade to the WAP Phone.
Assumptions
Tasks
Create an Item Relationship For the Upgrade
You first must define the item upgrade relationship.
1.
Navigate to the Item Relationships window. If the Organizations window opens, select M1.
In the Find Item Relationships window, press the New button.
2.

From Item = XX-Standard Phone
To Item = XX-WAP Phone
Type = Promotional Upgrade
Reciprocal = Selected
Define a Modifier to Apply the Upgrade
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3.
Navigate to the Modifier Setup window.
4.

Type = Promotion
Name = XX-Upgrade1
Currency =Defaults
Number = XX-Upgrade1
Version = Blank
Start Date = Today
End Date = Tomorrow
Active = Selected
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5.
Click List Qualifiers and add the following qualifier:

Grouping
No.
Context
Attribute
Customer
Operator
Customer Name
Value From
XX-Big City
Electronics
6.
Click OK.
7.
Enter the modifier line details in the Modifiers Summary tab:

Modifier Number = XX-Upgrade 1
Level = Line
Modifier Type = Item Upgrade
Start Date = Today
End Date = Tomorrow
Override = Cleared
Pricing Phase = 10 (List Line Adjustment)
Precedence = Defaults
UOM = Ea
8.
In the Promotion Upgrades tab, select the Upgrade Item = XX-WAP Phone.
9.
Save your work.
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Now enter an order to confirm that the item gets upgraded to the XX-WAP Phone.
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Enter a Sales Order Using the Upgrade Modifier

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Ordered Item
XX-Standard Phone
Quantity
1
The XX-Standard Phone item should be replaced by XX-WAP Phone.

Modifiers
13. Save your work.
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Solution Create an Item Upgrade Modifier

Creating an Item Upgrade Modifier
1.
(N) Inventory > Items > Item Relationships
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The Item Relationships window displays.
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2.
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Save your work
Define a Modifier to Apply the Upgrade Item

4.
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From Item = XX-Standard Phone
To Item = XX-WAP Phone
Type = Promotional Upgrade
Reciprocal = Selected
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Navigate to the Advanced Pricing - Define Modifier window.
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5.
(T) Main. Enter the following modifier header data:

Type = Promotion
Name = XX-Upgrade1
Currency =Defaults
Number = XX-Upgrade1
Version = Blank
Start Date = Today
End Date = Tomorrow
Active = Selected
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Create a Qualifier for the Modifier List

6.
[B] List Qualifiers. Enter the following data:
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Grouping
No.
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Qualifier
Context
Customer
Qualifier Attribute
Operator
Customer Name
Modifiers
Value From
7.
Click OK.
Enter Modifier Line Details for the Item that you must buy to get the Upgrade
8.
(T) Modifiers Summary.
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(T) Modifiers Summary tab:

Modifiers
Modifier Number = XX-Upgrade 1

Level = Line
Modifier Type = Item Upgrade
Start Date = Today
End Date = Tomorrow
Override = Cleared
Pricing Phase = 10 (List Line Adjustment)
UOM = Ea
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Enter Promotion Upgrade Item
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10. (T) Promotion Upgrades.

Upgrade Item = XX-WAP Phone
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11. Save your work.
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Enter a Sales Order Using the Upgrade Modifier

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13. (T) Order Information > (T) Main.

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14. (T) Line Items > (T) Main.

Line
1.1
Ordered Item
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Quantity
XX-Standard Phone
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The XX-Standard Phone item should be replaced by XX-WAP Phone.
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15. [B] Actions > View Adjustments.
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You should see the details of the upgrade modifier that you applied.
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Other Item Discount Modifier
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Other Item Discount Modifier

Gives a price adjustment or benefit to a specified item on an order when the customer orders
one or more other items on the same order. For example, if item A is purchased singularly, it is
priced at $20. However, using an OID (Other Item Discount) modifier, you can define a rule
that says when Item A is purchased at the same time as B, C, and D, the price of A is reduced
from $20 to $18.50.
Pricing phase must be tied to an event that looks at all lines on the order
Benefit items can only defined at the item level, not item category
Recurring Other Item Discounts are not applicable because the pricing engine should be
evaluating the entire order
Cannot use the Override or Automatic Flag
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Coupon Issue Modifier
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Coupon Issue Modifier

For example, a Coupon Issue modifier has been set up to issue a coupon to every customer in
the VIP class who places an order exceeding $45. The customer can then redeem the coupon
on a future order to receive 50-percent off item B. So if item B is originally $10, the price with
the coupon is reduced $5 (50-percent off).
When setting up a coupon issue, two modifier lines must be set up. The price adjustment or
benefit (in this case, the 50-percent discount) will be linked to the coupon issue. When setting
up the coupon issue line, a modifier number is mandatory. The pricing engine uses the number
to generate as unique number series for the coupon. It passes the coupon number to the calling
application. The customer then quotes this number when redeeming the coupon.
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Practice - Create a Coupon Issue Modifier

Overview
In this practice you will create a coupon issue modifier. This modifier generates a coupon(s) that
the customer can redeem on future orders. Coupons can be used to motivate your customers to
increase the order value for each order. For example, for an order over $1000, the customer gets
a $20 coupon that they can redeem on their next sales order. On the next sales order, when the
customer redeems the coupon, the sales order value will be discounted by $20.
So the benefit for the customer is a $20 discount each time he spends $1000 (not an immediate
discount on the current purchase, only for the next purchase). The benefit for you is a higher
order value per sales order, so a better relation between cost relation between cost for processing
a sales order and the revenue per sales order. This encourages customer loyalty since the
customer must place another order to receive the discount.
You will use XX-Big City Electronics as the customer. However if this customer does not exist,
it is recommended that you create a new customer (XX-Customer New) with a bill-to and shipto. The coupon issue will then be restricted to the specified customer.
Assumptions
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Create a Coupon Issue Modifier
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You first must create the benefit (such as a discount) that the customer receives when the
coupon is redeemed.
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In the Main tab enter the following List information:

Type = Promotion
Number = JS001J
Name = XX-Disc (XX is a unique identifier such as your initials)
Automatic box = Selected (check box selected)
3.
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Modifier No = XX-CoupD (where XX are your initials and CoupD stands for
Coupon Discount)
Level = Line
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Automatic box = Selected
Product Attribute: Item Number
Product Attribute Value: AS54888
4.
In the Discounts/Charges tab, enter the following information:

Application Method = Amount
Value = 20. This is the amount of the discount.
5.
Save your work.
Now you have to create the Coupon Issue modifier line (this is the coupon that will be generated
for the customer).
6.
Go to the next modifier line.
7.
Modifier No = XX-Coup (where XX are your initials).
When issuing coupons, the system generates coupon numbers based on the
modifier number. So the first coupon to be issued based on the Modifier No. The
customer will quote the modifier number when redeeming the coupon so it is very
important that the modifier number (Modifier No) enables you to recognize the
type of coupon.
Level = Line
Modifier Type = Coupon Issue
Automatic = Yes
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Select the Coupons tab and enter the following information:

Coupon Modifier Number = Select the Modifier List Type XX-CoupD (the first
modifier line)
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Note: The Redemption Rate field (Coupons tab) is used in situations where it is necessary to
convert the value in the Benefit UOM field to the primary currency. For example, if one air
mile is 0.50 currency units, redemption rate is 0.50.
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Although Expiration fields are not used in this practice they are useful for setting redemption
dates for the coupon. The pricing engine will take as a start date the first day a coupon is
issued. The pricing engine will then calculate the expiration end date using the values entered
for Expiration Period and Expiration Period Type (or Expiration Date only if that was used).
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The coupon is issued when the customer places an order from $1000. To create this, you
must create a qualifier for the modifier Coupon Issue.
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10. Click the Line Qualifiers button to display the Qualifier-Line Level Qualifiers window.
Modifiers
11. Enter the following information:

Grouping Number = 1
Qualifier Context = Volume
Qualifier Attribute = Order Amount
Operator = Between
Value From = 1000
Value to = 999999999999999999
12. When you have completed your entries, click on the next line to enter a second qualifier
based on customer name:
Grouping Number = 1
Qualifier Context = Customer
Qualifier Attribute = Customer Name
Operator = =
Value From = XX-Big City Electronics (the customer you created earlier in the
practice where XX are your initials)
13. Save your work.
Enter a Sales Order
AS54888 with a quantity that ensures the resulting sales order line amount is more than
$2000.
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19. To confirm that a coupon has been issued, click the Action button then select View
Adjustments.
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At the order level, you will see the most recent coupon number that was issued. Go to the
first line on the sales order, click the Action button, select View Adjustments. You will see
that a coupon has been issued with number XX-Coup### (where # is the number generated).
At the order line level, you can see the first coupon being issued.
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The pricing engine has created additional qualifiers to ensure that the discount is only
applied when one of the created coupon numbers is quoted.
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To Redeem and Issue Coupons
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20. Enter a new sales order for XX-Big City Electronics. At the sales order line level, enter the
item eligible for the discount AS54888.
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21. Save your work.
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To confirm that that the coupon has been applied:
22. Go to Actions, select Promotion/Pricing Attribute.

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23. Select the Coupon tab. From the list of values, select the coupon number that was issued
XX-Coup### and click Apply.
The line price should be decreased by $20.
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Solution Create the Coupon Issue Modifier

Create a Coupon Issue Modifier
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Create the Benefit for the Coupon

2.
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(T) Main tab

Type = Promotion
Number = JS001J
Active = Selected (select the check box)
Global (if visible) = Selected
Name = XX-Disc (XX is a unique identifier such as your initials)
Automatic = Cleared (not selected)
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3.
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(T) Modifiers Summary tab:

Modifier No = XX-CoupD (where XX are your initials and CoupD stands for
Coupon Discount)
Level = Line
Incompatibility Group = Level 1 Incompatibility
Product Attribute: Item Number
Product Attribute Value: AS54888
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4.
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(T) Discounts/Charges tab

Enter the amount of the discount:
Application Method = Amount
Value = 20. This is the amount of the discount.
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Save your work.
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Now you have to create the Coupon Issue modifier (the actual coupon that the customer can
redeem).
Create the Coupon Issue Modifier line
6.
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Select the next modifier line, and enter the following:

Modifier No = XX-Coup (where XX are your initials).
Modifier Type = Coupon Issue
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Note: When issuing coupons, the system generates coupon numbers based on the modifier
number. So the first coupon to be issued will be number XX-Coup### (where ### are the
generated numbers). The customer will quote the modifier number when redeeming the
coupon so it is important that the Modifier No enables you to recognize the type of coupon.
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7.
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(T) Coupons
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Select the coupon information:

Coupon Modifier Number = XX-CoupD
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Note: The Redemption Rate field (Coupons tab) is used in situations where it is necessary to
convert the value in the Benefit UOM field to the primary currency. For example, if one air
mile is 0.50 currency units, redemption rate is 0.50.
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Although Expiration fields are not used in this practice they are useful for setting
redemption dates for the coupon. The pricing engine will take as a start date the first day a
coupon is issued. The pricing engine will then calculate the expiration end date using the
values entered for Expiration Period and Expiration Period Type (or Expiration Date only if
that was used).
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The coupon is only issued when the customer orders more than $1000. To enforce this, you
must create a qualifier for XX-Coup.
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Create a Line Qualifier for the Coupon Issue line

9.
Select the XX-Coup line.
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10. (B) Line Qualifiers.
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11. Enter the following information:

Grouping Number = -1
Qualifier Context = Volume
Qualifier Attribute = Order Amount
Operator = Between
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Value From = 1000

Value to = 9999999999
12. When you have completed your entries, click on the next qualifier line to enter a second
qualifier based on customer name:
Grouping Number = -1
Qualifier Context = Customer
Qualifier Attribute = Customer Name
Operator = =
Value From = XX-Big City Electronics (or if thats not available use the XXCustomer New--the customer you created earlier in the practice where XX are your
initials)
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13. (B) OK.

14.
Navigate to the Sales Order window.
15.

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AS54888 with a quantity that ensures the resulting sales order line amount is more than
$1000.
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17. (B) Book Order.
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18. (B) Actions > View Adjustments. Confirm that a coupon has been issued:
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19. (B) OK.
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In the Adjustments tab, you will see the coupon number (XX-Coup141) that was issued
based on your modifier XX-CoupD.
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The pricing engine has created additional qualifiers for the Discount modifier line to ensure
that the discount is only applied when one of the created coupon numbers is quoted.
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To Redeem and Issue Coupons
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20. Enter a new sales order for XX-Customer New. At the sales order line level, enter the item
eligible for the discount item AS54888. Enter a quantity that ensures the sales order line
amount is more than $2000.
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21. (B) Save.
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Apply the Coupon

22. (B) Actions > Promotion/Pricing Attributes
23. (T) Coupon
Coupon Number = XX-Coup###.
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24. (B) Apply.

The line price should be decreased by $20.
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25. (B) Book Order.
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26. (B) Actions > View Adjustments

Confirm that the correct coupon XX-Coup### has been applied against the item AS54888
and that the discount has been applied.
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Price Breaks Modifier
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Price Break Header Modifier

Applies a variable discount or surcharge price adjustment to a pricing request that meets the
condition of a break type. You can use both point and range break types.
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Price Breaks Modifier
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Using Modifier Price Breaks

To select the Net Amount box, the following must also be selected:
Modifier Line Type: Price Break
Automatic box: Selected
Volume Based on: Item Amount
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Price Break Modifiers: Point Break
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Price Break Modifiers: Point Break

Applies a variable discount or surcharge price adjustment to a pricing request that meets the
condition of the break specified. You can use either a point or range break. The example above
displays the use of a point break header. Since the total value of 150 for Item A falls between
the 101 to 200 level, a 10-percent discount is applied.
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Price Break Modifiers: Range Breaks
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Price Break Header: Range Breaks

For range break, the pricing engine charges each unit of volume at the price of the break within
which it falls. For example, if the total quantity of Item A is 150, the discount is applied as
follows:
Value from 1-100: 5-percent discount
Value from 101-200: 10-percent discount
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Price Breaks: Net Amount
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Net Amount Price Break Modifiers

You can define net amount price break modifiers. These price breaks are calculated based on
the net amount of the previous buckets.
Available for automatic price breaks with the Volume Type equals to Item Amount.
Forms-based: Click the Net Amount Flag on the Price Breaks tab.
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Price Breaks: Net Amount Example
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Here is an example of net amount price breaks.
In this scenario, three modifiers are defined, and will be applied to an order:
Discount A is for 40% and its bucket 1.
Discount B is for 30% and its also in bucket 1.
The third modifier is an automatic price break with the net amount checked and Volume
Type equal to Item Amount. The break ranges are 5% for $0-1000 and 7% for $10012000.
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Now lets look at the order. The list price for item AS54888 is $2000. The pricing Engine
will:
Calculate the Discount A and Discount B from the 1st buckets (from the list price) which
results in a 1400 discount.
Since Price Break C is in bucket 2, the pricing engine will look at the net selling price from
bucket 1 to determine which break line to use. 2000-1400 is 600, so the engine will use the
first break line and return a 5% discount.
The discount will be 5% of 600, not 2000. So 2000-800-600-30=570.
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Accumulated Range Breaks
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Values can be accumulated across different orders or within an order. For example, suppose a
customer places the following two orders:
Order A: Orders 2 of Item "Shampoo"
Order B: Orders 3 of Item "Shampoo"
Under regular range price break processing, each order would be evaluated independently of
each other. However, with accumulated range price breaks, the accumulated quantity value
from Order A is the starting point for evaluating the range break for Order B.
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You can create two types of accumulation volume attributes in Attribute Management to use
this feature.
Use mapping method Attribute Mapping to source the accumulation value from the
pricing request.
Use the new attribute mapping method Runtime_Sourced to enable the pricing engine to
source the attribute and accumulation values from a custom API. A new package has been
created, QP_RUNTIME_SOURCE, containing a specification for the custom API.
Customers are required to write a corresponding body to this package. For more
information, see: Advanced Pricing Implementation Manual.
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Values can be accumulated across different orders or within an order. For example, suppose a
customer places the following two orders:
Order A: Orders 2 of Item "Shampoo"
Order B: Orders 3 of Item "Shampoo"
Under regular range price break processing, each order would be evaluated independently of
each other. However, with accumulated range price breaks, the accumulated quantity value
from Order A is the starting point for evaluating the range break for Order B.
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Practice - Create a Modifier with Point and Range Breaks

Overview
In this practice you will define a discount modifier using point and range breaks. You will then
apply the modifier to a sales order.
Assumptions
Oracle Pricing User, Vision Operations responsibility
Tasks
Define the Point and Range Break Modifier Header Information
1.
2.

Name = XX-Price Break
Number = XX-Price Break
Version Number = Leave blank
Currency = Defaults
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3.
Click Next to display the Qualifiers: Create Qualifier page.
4.
Select the following:

Attribute = Customer Name
Operator = Is
Value From = XX-Big City Electronics
5.
Click Apply, then Finish to add the modifier line details.
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Create the First Price Break Modifier Line

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

Modifier Type: Price Break
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7.
Click Continue to display the Controls page.

Modifiers
8.
Enter Controls:
Modifier Level: Line
Pricing Phase: Modifiers for BOOK Event
Bucket: Pricing Adjustments Bucket 1
Incompatibility: Blank
9.
Click Next to display the Create Price Break Line: Products page.
10. Enter Products information:

Product Level: Item Number
Product = XX-Palm Pilot
UOM = Ea
11. Pricing Attributes region = Leave blank
12. Enter Price Break Benefits:
Adjustment Type = Discount
Volume Based on = Item Quantity
Volume Method = Range
Accumulation Attribute = Blank
13. Click Next to display the Create Price Break Line: Benefits page.
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14. In the Benefits region, enter the following Price Break Line Benefits information. Click Add
Another Row to add each row.
Value From
Value To
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Adjustment Value
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Adjustment Method
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100
Amount
101
400
50
Amount
401
700
100
701
999999
150
Amount
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16. Click Next to review your entries in the Create Price Break Line: Review page.
17. Click Finish.
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Create the Second Price Break Modifier Line
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18. Click Create Line to create a new modifier line:

Modifier Type = Price Break
Modifiers
19. Click Continue to display the Controls page.

20. Enter Controls:
Pricing Phase = Modifiers for BOOK Event
21. Click Next to display the Create Price Break Line: Products page.
Product = XX-Pager
UOM = Ea
24. Enter Price Break Benefits:
Volume Method = Point
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25. Click Next to display the Create Price Break Line: Benefits page.
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26. In the Benefits region, enter the following Price Break Line Benefits information. Click Add
Another Row to add each row.
Value From
Value To
Adjustment Value
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Adjustment Method
100
Percent
101
400
Percent
401
700
10
701
999999
15
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Percent
Percent
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28. Click Next to review your entries in the Create Price Break Line: Review page.
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29. Click Finish.
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30. Navigate to the Update Discount List: General Information page, and select the Active
check box to make the modifier active.
Modifiers
Creating a Sales Order Using Price Break Modifiers

In this section, you will create a sales order. The modifier will then be automatically applied to
the order.
32.

Customer = XX-Big City Electronics (Additional customer information defaults)
33. In Line Items tab, Main sub-tab:

Line
Ordered Item
Quantity
UOM
Price (retrieved as)
1.1
XX-Palm Pilot
400
Ea
$700.00 (Range)
2.1
XX- Pager
400
Ea
$700.00 (Point)
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Note on Calculation:
The XX-Palm Pilot used the Range Point Break. The first 100 units receive a discount
of zero. The Modifier calculation is based on the applicable volume of 300 divided by
the quantity ordered (400). In other words X 50 = 37.50 discount per item
The XX-Pager used the Point Price Break. The calculation for the Pager simply applies
5% of the list price based on the order point of 400 or $35.00 per unit
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34. Click Save. Note the order number ___________
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35. Click Book Order. Book your order and note that since these modifiers are at the Book
pricing event, the unit prices will change at booking based on the calculations above:
XX-Palm Pilot $662.50
XX-Pager
$665.00
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36. To view the adjustments, click Actions > View Adjustments for each list line:
(B) Actions > View Adjustments
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37. Click OK. From the Adjustments window, click Related Details to view additional details
about how the price break was applied.
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(N) Adjustments window > (B) Related Details
Modifiers
Solution - Create a Modifier with Point and Range Breaks

Create the Modifier List
1.
(N) Oracle Pricing User > Home > Advanced Pricing Home page
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2. [Link] Create Discount List.
3.

Name = XX-Price Break
Number = XX-Price Break
Version Number = Leave blank
Currency = Defaults
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4.
(B) Next.
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Create a List Qualifier

5.
Select the following data:

Attribute = Customer Name
Operator = Is
Value From = XX-Big City Electronics
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(B) Apply.
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7.
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(B) Next. Review your entries.
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8.
9.
(B) Finish.
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(B) Yes.
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Create the First Price Break Modifier Line
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12. (B) Continue.
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Define Controls
13. Enter Controls:

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Define Products
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15. Enter product information:

Product = XX-Palm Pilot
UOM = Ea
Precedence = 220
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17. Price Break Benefits region:

Volume Method = Range
18. (B) Next.
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Define Benefits
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19. Enter the following:
Modifiers
Value From
Value To
Adjustment Value
100
Amount
101
400
50
Amount
401
700
100
Amount
701
999999
150
Amount
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20. (B) Next.
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Adjustment Method
22. Do not select any line qualifiers in the Create Price Break Line: Qualifiers page.
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23. (B) Next. Review your entries.
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25. (B) Finish.
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Create the Second Price Break Line

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28. (B) Continue.
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Define Controls
29. Enter Controls:

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Define Products
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Product Level = Item Number
Product = XX-Pager
UOM = Ea
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33. Price Break Benefits region:

Volume Method = Point
34. (B) Next.
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Define Benefits
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35. Enter the following values in the Benefits page. Click Add Another Row to create each new
line:
Modifiers
Value
From
Value To
Adjustment Value
Adjustment
Method
100
Percent
101
400
Percent
401
700
10
Percent
701
999999
15
Percent
36. (B) Next. Do not select any line qualifiers in the Create Price Break Line: Qualifiers page.
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37. (B) Next. Review your entries.
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38. (B) Finish.
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39. (B) Apply.
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Creating a Sales Order Using Price Break Modifiers
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(T) Order Information, (T) Main tab

Customer = XX-Big City Electronics (Additional customer information defaults)
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42. (T) Line Items, (T) Main:

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Ordered Item
Quantity
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UOM
Price (retrieved as)
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1.1
XX-Palm Pilot
400
Ea
$700.00 (Range)
2.1
XX- Pager
400
Ea
$700.00 (Point)
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Note on Calculation:
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The XX-Palm Pilot used the Range Point Break. The first 100 units receive a discount
of zero. The Modifier calculation is based on the applicable volume of 300 divided by
the quantity ordered (400). In other words X 50 = 37.50 discount per item
The XX-Pager used the Point Price Break. The calculation for the Pager simply applies
5% of the list price based on the order point of 400 or $35.00 per unit
43. (I) Save. Note the order number ___________
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44. (B)Book Order. Book your order and note that since these modifiers are at the Book pricing
event, the unit prices will change at booking based on the calculations above:
XX-Palm Pilot $662.50
XX-Pager
$665.00
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45. To view the adjustments, click Actions > View Adjustments for each list line:
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(B) Actions > View Adjustments
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46. (B) OK. From the Adjustments window, click Related Details to view additional details
about how the price break was applied.
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47. (B) OK.
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Modifier Line: Start/End Dates
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A modifier is assigned an effective period to indicate the period for which the modifier is
applicable. The star and end dates assigned to a modifier determine its effective period.
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Effectivity Periods: Example

The effective period of a modifier is especially useful when an organization is launching a
special campaign for promoting some of its products. The effective period is also useful when
special charges or taxes are imposed on an item or a service for a certain period.
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Agenda
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Select Controls
Select Controls in the Controls page (HTML UI). These are set rules that can be used to
control how pricing applies actions. For example, effective dates can be used to control when
rules are in effect and when they are not.
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Pricing Controls Hierarchy
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Pricing Controls Hierarchy

Controls interact with one another in a hierarchical structure.
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Modifiers
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Controls: Implementation Considerations

The interrelationship between pricing controls is an important factor to consider when setting
up modifiers. For example, modifiers are linked to incompatibility groups that are linked to
phases. If a modifier is assigned to an incompatibility group that is linked to a different phase
than is intended, the pricing engine may apply it at the wrong time giving an erroneous result.
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How Pricing Engine Processes Pricing Controls
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Pricing Controls
The pricing engine makes control selections from the top down. The engine processes each
pricing request in the following sequence:
1. Events from the calling application.
2. Phases for the specified events.
3. Selects appropriate lines for the phase.
4. Selects price list and modifiers that match qualifiers and pricing attributes rules.
5. Resolves incompatibility between price lists and modifier lists using precedence, best
price, or exclusivity.
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Controls: Modifier Level
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Controls: Modifier Level

The modifier level controls how a modifier behaves and what the engine evaluates when
computing its effect. You can select from available application methods available depend on
the modifier line type and level selected:
Line: Applies the modifier at the order line
Group of Lines: Applies the modifier to a group of lines on the order
Order: Applies the modifier to the entire order
For example, a volume-based discount modifier with a level of LINE will only consider the
volume of the line that that qualifies for the modifier. However, a modifier giving a discount
based on volume with a GROUP OF LINES level will accumulate the volume across all the
lines that share this level in the product hierarchy that qualifies for the discount.
Note: Not all modifier types can be applied to all levels. Refer to the Oracle Advanced Pricing
Implementation Manual for more information on the application methods that can be used with
various modifier levels.
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Controls: Pricing Phase
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Modifiers
Seeded Pricing Phases
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Seeded Phases
The following table outlines the seeded phases for pricing. All price lists are hard coded to be
automatically placed in the seeded phase sequence 0 which is the List Line Base Price. Price
lists cannot be assigned to any other phase.
The table describes the types of seeded phases, their names, and levels.
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The following table outlines the seeded phases for pricing. All price lists are hard coded to be
automatically placed in the seeded phase sequence 0 which is the List Line Base Price. Price
lists cannot be assigned to any other phase.
The table describes the types of seeded phases, their names and levels.
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Events
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Events
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Events
A pricing event is the point in a process at which the pricing engine is invoked. For example,
the following events in Order Management invoke the pricing engine: enter order line, book
order, and reprice order.
The above events are seeded lookup codes that integrate with Oracle Order Management (other
events are associated with different Oracle applications). Each event represents a point in the
order process flow at which the pricing engine is called to return a base price, price
adjustments, freight charges, promotions, benefits, etc. The following outlines the function
which calls each event:
Price Event: Called after user enters item, quality, and unit of measure
Line event: Called when the user exits the order line
Order event: Called when the user saves the order
Book event: Called when the user books the order
Ship event: Called by OM after the order is ship confirmed--when the field-shipped
quantity on the order line is updated with a value
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Reprice line: An event which the user inserts into the workflow activity. It is seeded in
Pricing to occur after the order is shipped but before the order is invoiced. This event takes
place after the Ship event. Potentially, the user could set this up to run anytime during the
workflow.
Note
In this release it is not possible to create new pricing Events.
Reprice Line: This event always passes just one order line that is being worked on to the
engine. That means any order level/liner group kind of discounts cannot be given in this event.
The table describes the relationship between events and their actions.
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Events and Phases: Table
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Pricing Events and Phases

This table shows an example of certain pricing events and pricing phases associated with
selected events. In the Enter Order Line event, the pricing engine applies all the line-level
modifiers together to a pricing request. The level of a modifier is defined while creating the
modifier.
The table describes relations between pricing events and associated pricing phases.
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Seeded Phases Example
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Seeded Phases Example

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

Phases and events enable you to fine tune pricing. Since events break up the order cycle into
distinct points in time to which you can attach pricing actions, it is possible to exercise control
over when and what pricing actions are taken.
Used correctly, this can improve performance. For example, if it is not necessary to calculate
pricing or view intermediate subtotals until an order is booked, as in the case of EDI orders,
you can set up the event/phase mapping to avoid calling the pricing engine repeatedly just to
process an order in batch.
You need to decide which phases you discounts and/or promotions belong. For example, you
may decide to set up the following:
Place Line level discounts in the List Line Adjustment phase
Place Modifiers that span multiple lines in the All Lines Adjustment phase
Place Modifiers that apply to shipping in the Line charges phase
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Event Phases
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Event Phases
When a certain event occurs, a call is made to the pricing engine. All the phases that are
mapped to that event are executed at that time and returned to the requesting application. The
information returned by pricing can include base prices, price adjustments, promotions, or
freight charges depending on the event and the phases associated with that event.
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Event Phases: Line Event
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Event Phases: Order Event
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Event Phases: Book and Ship Events
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Event Phases: Batch Event
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Controls: Buckets
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Controls: Buckets
A bucket is a level introduced at each step of pricing. You assign different modifiers to various
bucket levels to create cascading price adjustments. The modifiers assigned at each bucket
level are applied on the resultant amount of the previous bucket.
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Controls: Buckets
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Controls: Buckets
Consider an example where Vision Operations offers a 20-percent discount to its distributors.
It imposes a 10-percent surcharge on the order amount. If a distributor places an order for an
item priced $1,000, the price specified for the distributor is $800.
When the Surcharge modifier is assigned to a Level-2 bucket, the pricing engine first applies
the Level-1 bucket modifier (order total of $800) then applies the Level-2 bucket modifier
(10% surcharge on the $800 order so the distributor pays $880).
If both modifiers are contained within the same Level-1 bucket, the pricing engine applies each
modifier to the original base pricenot the discounted price. This is how the final order cost of
the single bucket use is calculated:
Level-1 bucket: Order amount ($1000) * Discount modifier (20%) = $800
Level-1 bucket: Surcharge modifier (10%) * order amount ($1000) = $100
Total of buckets = $900
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Buckets: Implementation Considerations
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Modifiers
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Whether to define additional buckets, and how many you need is a key implementation
decision. You can use pricing buckets to control how you sequence your calculation of
discounts and other benefits. You can get different net selling prices depending on how you
can group.
Tip: A useful way to calculate how many buckets are required is to review the clients invoice.
Count the subtotals with beginning list price being the first, and final net price being the last
and adding the number in between.
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Null Buckets
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Buckets For Manual Modifiers
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Buckets for Manual Modifiers

In prior releases, cascading adjustments using buckets was available for only automatic line
level and group of lines level modifiers.
Now manual modifiers can be used in cascading adjustments. Once the profile QP: Allow
Buckets for Manual Modifiers is set to 'Yes,' you can then define a bucket value for manual
modifiers. These modifier types include discounts, surcharges, price breaks, and freight and
special charges. Manual adjustments are applied after automatic adjustments within the same
bucket. Once a bucketed manual adjustment is applied, adjustments in subsequent buckets are
recalculated. This feature is supported in both Forms and HTML, and is available only for
Advanced Pricing users.
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Buckets For Manual Modifiers
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Controls: Incompatibility
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Controls: Incompatibility
Incompatible modifiers are modifiers that you do not want a pricing engine to apply together to
an order. For example, Vision operations applies a 5-percent surcharge to distributors paying
after 30 days but it also offers a 10-percent discount to distributors who place an order amount
greater than $50,000. A distributor could be given either the surcharge or the discount if the
distributor pays after 30 days AND places an order more than $50,000.
To prevent the application of incompatible modifiers to an order, you assign incompatible
modifiers to different incompatibility levels. A pricing engine applies modifiers in a single
incompatibility level to an order.
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Controls: Incompatibility Groups Implementation Decisions
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Controls: Incompatibility Groups Implementation Decisions

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

Incompatibility groups only work in a phase. If you have two discounts in the same
incompatibility group, but one is a line phase and the other a line group phase, the engine will
not treat them as incompatible. To prevent the application of incompatible modifiers to an
order, you assign incompatible modifiers to different incompatibility levels. A pricing engine
applies modifiers in a single incompatibility level to an order.
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Controls: Resolving Modifier Incompatibility
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Controls: Resolving Modifier Incompatibility

If an order is eligible for modifiers belonging to multiple incompatibility levels, a pricing
engine uses three methods to select a modifier to be applied:
Precedence
best price
exclusivity
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Exclusivity
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Exclusivity
If a modifier is marked exclusive, a pricing engine ignores the precedence and the best price
and applied only the exclusive modifier. Pricing engine uses the Best Price method if there is
more than one modifier with the lowest precedence number. In these situations the pricing
engine selects the modifier that provides the best price to the customer.
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Exclusivity: Implementation Considerations
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Exclusivity: Implementation Considerations

If a modifier is marked exclusive, a pricing engine ignores the precedence and the best price
and applied only the exclusive modifier. Pricing engine uses the Best Price method if there is
more than one modifier with the lowest precedence number. In these situations the pricing
engine selects the modifier that provides the best price to the customer.
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Best Price
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Best Price
You can use the Best Price method to have the pricing engine select the modifier that provides
the best price to the customer.
Enter a numeric value in the Comparison Value field in the Modifier window for best price
resolution for Promotional Goods,Other Item Discount, Item Upgrade,Coupon Issue, and Term
Substitution.
Notes on Best price:
Can only be used when the monetary value is easily estimated
Cannot be used for price list lines
Cannot be used with the following order-level modifier list types:
Discount
Surcharge
Freight and Special Charges
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Best Price
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Best Price
If there is more than one modifier with the lowest precedence in an Incompatibility level, the
pricing engine Pricing engine uses the Best Price method if there is more than one modifier
with the lowest precedence number. In these situations the pricing engine selects the modifier
that provides the best price to the customer.
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Create Product
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Create Product and Benefit

Select Controls in the Controls page (HTML UI). Pricing controls are a set rules that can be
used to control how pricing applies actions. For example, effective dates can be used to control
when rules are in effect and when they are not.
query the modifier header again and select the Active check box to make the modifier
active.
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Define Product
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Define Product
On the Product page (HTML UI), you can define the product to be evaluated for the benefit.
You can specify any pricing attributes or volume requirements (if applicable) for the product.
Depending on the modifier line type, the product and benefit information is set up on the same
page, or on separate pages (first the Product page, followed by the Benefit page). After
defining the product, you can define the benefit.
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Product: Excluded Products
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Precedence Value
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Precedence
Using precedence, a pricing engine applies the modifier with the highest precedence to a
pricing request. Precedence is the sequence in which a pricing engine retrieves modifiers. The
lower the numeric value, the higher its precedence.
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Precedence Number
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Precedence Number
Precedence number is the value for Precedence that displays in the:
Define Modifier window (Forms-based UI)
Products page (HTML UI)
If a modifier is assigned the precedence number 200 and another modifier is assigned 50, then
the pricing engine applies the modifier with the precedence 50.
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Define Benefit
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Define Benefit
After defining the product, you can define the benefit. Depending on the modifier line type, the
benefit may be set up in a single page or two separate pages (HTML UI).
This may be the discount or surcharge adjustment, free good products, or price break. After
defining the benefit, you have the option to add line qualifiers to the modifier by assigning
existing qualifier groups or adding qualifiers. On the last page of the flow, you can review all
your setup before saving the line.
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Adjustment Methods
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Modifier Adjustment Methods

The Adjustment Method determines how the modifier applies the price adjustment. The
adjustment method you can select depends on the Level selected for that modifier line such as
Order, Line, or Group of Lines. You can select from the following adjustment methods:
Amount: Creates a fixed price adjustment on each unit for the amount specified in the value
field.
Lumpsum: Creates a price adjustment for the entire sum amount of the line.
New Price: Overrides the selling price of the item and makes it the new price.
Percentage: Creates a percentage price adjustment on each unit for the percentage specified
in the value field.
Note: In the Forms-based UI, the Adjustment Method is known as the Application Method.
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Modifier Implementation Considerations: Accruals
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Modifier Implementation Considerations: Accruals

Accruals can be applied as a:
Percent
Amount
Lumpsum
Accrual conversion rate example: If one air mile is 0.50 currency units, the accrual conversion
rate is 0.50.The Level field controls how a modifier behaves and what the engine looks at in
computing its effect. You can select from available application methods available depend on
the modifier line type and level selected.
Line: Applies the modifier at the order line
Group of Lines: Applies the modifier to a group of lines on the order
Order: Applies the modifier to the entire order
For example, a volume-based discount modifier with a level of LINE will only consider the
volume of the line that that qualifies for the modifier. However, a modifier giving a discount
based on volume with a GROUP OF LINES level will accumulate the volume across all the
lines that share this level in the product hierarchy that qualifies for the discount.
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Note: Not all modifier types can be applied to all levels. Refer to the Oracle Advanced Pricing
Implementation Manual for more information on the application methods that can be used with
various modifier levels.
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Agenda
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Overview of Promotional Limits
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Overview of Promotional Limits

Enables you to set limits for benefits that a customer can receive for a promotion, deal, or other
modifier. By limiting the amount of a benefit that can be received, you can keep promotional
spending within budget and prevent promotion budget overruns.
Within a promotion, deal, or modifier, you can also set eligibility for limits by customer,
product, or other entity:
Customer: Define a limit by customer, a group of customers, or at any level in your
customer hierarchy.
Product: Define a limit for a product or group of products in your product hierarchy.
Note: System Administrator must set QP: Promotional Limits Installed to Yes.
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Limit Types
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Limit Types
If the limit is defined as a hard limit, and the benefit amount exceeds the available
balance, the pricing engine will adjust the benefit amount on the transaction by the
remaining available balance at which time no further benefit is available to anyone.
If the limit is defined as a soft limit, and the benefit amount exceeds the available
balance, the pricing engine will apply the full amount of the benefit to the transaction but
indicate to the calling application that the benefit has been exceeded.
You will be able to specify whether it is a hard or soft limit by setting the profile QP: Limit
Exceed Action to either Hard Adjust Benefit Amount or Soft Full Benefit Amount.
This profile can be set at the user level.
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Hard Limit
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Hard Limit
If the limit is defined as a hard limit, and the benefit amount exceeds the available balance,
the pricing engine will adjust the benefit amount on the transaction by the remaining available
balance at which time no further benefit is available to anyone.
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Soft Limit
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Limits: Viewing Transactions
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Limits: Viewing Transactions

For a limit, you will be able to view the:
Amount of the limit, which has been consumed
Amount still available
Date on which the limit started to be consumed
Date on which the limit was exceeded
Line Limits
Different Limit Basis
Other Attribute functionality in Limit
Enforced within transaction
Different Limit Exceed Action
You will be see details of the transactions that have consumed the balance against limit,
including,
Transaction Type
Transaction Amount
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Transaction Date
Source Application, e.g. Contract, Order Management, Order Capture etc.
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Limits: Exceptions
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Limits: Exceptions
For a Modifier List to have a List limit, it must have at least one Modifier line for which a line
limit can be created.
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Modifiers
Practice - Create a Discount Modifier Using Promotional Limits

Overview
Your Marketing Department wants to create a 10% order level promotion for the first 25
customers with a limit of one order per customer. In this practice, you will create a modifier and
define limits for that modifier. Then you apply the modifier to a sales order.
Note: Limits can be created for the following modifier list types: Discount, Surcharge,
Promotion or Freight and special Charge. It is not mandatory to have Promotion as the modifier
list type.
Assumptions
Tasks
Define the Modifier
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You first must define the promotion by setting up the promotion modifier.
1.
2.
In the Main tab enter the following modifier list information:

Type = Promotion
Name = XX-Promotional Limit 1
Currency =Defaults
Number = XX-Promotional Limit
Version = 1
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Enter List Qualifier

3.
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Click List Qualifiers to add the following qualifier criteria:
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Grouping
Number
Qualifier
Context
Qualifier
Attribute
Modifier List
Price List
Operator
Value From
XX-Price List 1
Modifiers
4.
Click OK.
5.
Modifier No = 1
Level = Order
Start Date/End Date = Optional
Note: The Override check box should not be selected for limits.
6.
In the Discounts/Charges tab, enter the following information:

Application Method = Percent
Value = 10
7.
Save your work.
8.
Click List Limits (in the modifier list header).
9.
Enter the following limits:

Basis
Enforced
Amount
Constraint 1
Context 1
Attribute 1
Usage
Across All
Transactions
Qualifier
Attribute
Customer
Customer
Name
Usage
Across All
Transactions
25
Qualifier
Attribute
Order
Request
Date
10. Save your work and close the window.
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When
Exceeded
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Hard-Adjust Benefit
Amount
Hard-Adjust Benefit
Amount
Enter a Sales Order Using the Discount Modifier With Promotional Limits
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Modifiers
13. In Line Items tab, Main sub-tab, enter the following:

Line Number
Ordered Item
Quantity
1.1
XX- Palm Pilot
2.1
AS54888
14. Save your work.

15. Each Item should receive a 10% discount.
16. Repeat steps 11 to 15 to create a new order for the same customer. Because of the
promotional limits, you should not receive the 10% discount on this second order. The
limits were for one customer. We also set a limit of 25 total orders (one per customer) but
we will not test that.
Note: Review the balances to confirm that each customer has consumed the limit.
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Modifiers
Solution Create a Discount Modifier with Promotional Limits

Create a Discount Modifier with Promotional Limits
1.
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2.
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(T) Main tab

Type = Promotion
Name = XX-Promotional Limit 1
Currency =Defaults
Number = XX-Promotional Limit
Version = 1
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Modifiers
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Enter List Qualifier

3.
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(B) List Qualifiers:

Grouping
Number
1
Qualifier
Context
Qualifier
Attribute
Modifier List Price List
Precedence
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Operator
=
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Modifiers
Value From
XX-Price List 1
4.
(B) OK.
5.
(T) Main, (T) Modifiers Summary:

Modifier No = Defaults
Level = Order
Start Date/End Date = Optional
Note: The Override check box should not be selected for limits.
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6.
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(T) Discounts/Charges tab. Define the discount:

Application Method = Percent
Value = 10
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Modifiers
7.
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Save your work.
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Create the Limits

8.
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(B) List Limits (at the modifier list header). Enter the following limits:
Basis
Enforced
Usage
Usage
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Amount
Constraint
1
Context 1
Across All
Transactions
Qualifier
Attribute
Customer
Customer
Name
Hard-Adjust
Benefit Amount
Across All
Transactions
25
Qualifier
Attribute
Order
Request
Date
Hard-Adjust
Benefit Amount
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Attribute 1
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Modifiers
When Exceeded
9.
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Select the Active check box.
10. Save your work and close the window.
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Enter a Sales Order

11.
Navigate to the Sales Order window.
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Modifiers
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13. (T) Line Items, Main (T)

Line
Number
Ordered Item
Quantity
1.1
XX- Palm Pilot
2.1
AS54888
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Modifiers
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14. (I) Save.
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15. Each Item should receive a 10% discount.
(B) Actions > View Adjustments.
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Modifiers
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16. Repeat steps 11 to 14 to create a new order for the same customer. Because of the
promotional limits, the customer should not receive the 10% discount on this second order.
A customer can only get the discount once as defined in the limits setup. We also set a limit
of 25 total orders (one per customer) but we will not test that.
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Note: Review the balances to confirm that each customer has consumed the limit.
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Modifiers
Summary
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Modifiers
Summary
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Modifiers
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Modifiers
Attribute Management
Chapter 8
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Chapter 8 - Page 1
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Chapter 8 - Page 2
Objectives
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Chapter 8 - Page 3
Agenda
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Chapter 8 - Page 4
What is Attribute Management?
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What is Attribute Management?

Pricing objects in Advanced Pricing enable you to define pricing actions and pricing rules for
a given business process. Through price lists, modifiers, and formulas, these pricing actions
provide the ability to define prices, price adjustments, and other benefits. You can define
pricing rules such as qualifiers and pricing attributes to drive your pricing actions. The
attributes can be used as elements to express your product or customer hierarchy.
A product hierarchy element is a level at which pricing characteristics can be defined.
Examples of product hierarchy are item number, category, or brand. Customer hierarchy is an
example of a qualifier hierarchy, such as customer group.
Through Attribute Management, the Pricing Engine receives all the values of the attributes
defined in the qualifier and pricing attributes in order to determine which price lists and
modifiers the transaction is qualified for.
The data sources for the qualifiers and pricing attributes can be within Oracle Applications or
from outside Oracle Applications. You can use Attribute Mapping to easily extend Pricing to
tap into data from a wide variety of non-standard sources to drive pricing actions. In the
attribute management windows, you can create new attributes, update existing attribute
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Chapter 8 - Page 5
properties, or disable Attribute Mapping rules at various levels such as PTE-Attribute link level
or at Order at line level.
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Chapter 8 - Page 6
Common Terms
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Chapter 8 - Page 7
Common Terms
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Common Terms
A Pricing Transaction Entity (PTE) consists of a group of applications sharing the same setup
data. A Pricing Transaction Entity consists of multiple source systems and request types.
Note: Source systems can be shared between PTEs.
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Chapter 8 - Page 8
Attributes in Advanced Pricing
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Attributes in Advanced Pricing

When the pricing engine gets a pricing request, attribute management retrieves all values for
the qualifier and pricing attributes associated with the transaction. The pricing engine evaluates
these values to determine which price lists and modifiers are eligible for the transaction. The
data sources for the qualifiers and pricing attributes can be within Oracle Applications or from
outside Oracle Applications.
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Chapter 8 - Page 9
Attributes and Contexts
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Attributes and Contexts

Pricing objects in Advanced Pricing enable users to define pricing actions and pricing rules for
a given business process. The attributes can be used as elements to express your product or
customer hierarchy.
A product hierarchy element is a level at which pricing characteristics can be defined.
Examples of product hierarchy are item number, category, or brand. Customer hierarchy is an
example of a qualifier hierarchy, such as customer group.
Through Attribute Management, the Pricing Engine receives all the values of the attributes
defined in the qualifier and pricing attributes in order to determine which price lists and
modifiers the transaction is qualified for.
The data sources for the qualifiers and pricing attributes can be within Oracle Applications or
from outside Oracle Applications. Users can use the feature of Attribute Mapping to easily
extend Pricing to tap into data from a wide variety of non-standard sources to drive their
pricing actions. In the attribute management windows, users can create new attributes, update
existing attribute properties, or disable Attribute Mapping rules at various levels such as PTEAttribute link level or at Order at line level.
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Chapter 8 - Page 10
How Can Attributes Control Pricing Actions?
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How can attributes control pricing actions?

Attaching qualifiers and pricing attributes to price lists and modifiers allows you to control
your pricing actions (to get a list price or price adjustment). These attributes provide
information to the pricing engine during a pricing engine call. The extensibility feature that
allows these attributes to be provided to the pricing engine during a pricing engine call is
Attribute Management.
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Chapter 8 - Page 11
Steps in Creating Attributes
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Chapter 8 - Page 12
Agenda
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Chapter 8 - Page 13
Overview of Pricing Transaction Entity (PTE)
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Overview
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A new entity has been created in Advanced Pricing called a Pricing Transaction Entity. A
Pricing Transaction Entity (PTE) is an ordering structure that has associated Request Types
and Source Systems. Different applications may have different request structures when they
make requests to the pricing engine. For example, Istore and Order Management can be part
of the Order Fulfillment PTE because they are both Order Fulfillment systems and share the
same setup data
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Note: The QP: Pricing Transaction Entity profile option can be set at the site or application
level using the System Administrator responsibility. This profile options value indicates
the current Pricing Transaction Entity in use.
Only those contexts and attributes assigned to the current Pricing Transaction Entity will be
available in the list of values (LOVs) on the setup forms. Likewise, querying up setup data
(Price list lines, Modifiers, Qualifiers, etc.) will cause the description to be shown only for
those contexts and attributes that are assigned to the current Pricing Transaction Entity.
Therefore it is important to set this profile option to the right value before creating or
querying any setup data in the Pricing Application.
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Chapter 8 - Page 14
The QP: Pricing Transaction Entity profile is set to Order Fulfillment by default.
Therefore, for example, Logistics users must change this profile to point to Logistics
PTE so that they can look at the attributes that are linked to Logistics PTE.
This profile can be set at site or application level only and cannot be set at user level. The
value of this profile must be correctly set for applications that are different from Order
Management.
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Chapter 8 - Page 15
Components of a Pricing Transaction Entity
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Components of a Pricing Transaction Entity

A new entity has been created called a Pricing Transaction Entity. Each PTE consists of a
group of applications with the same setup data and attributes. The purpose is to narrow the data
the search engine has to review.
Each Pricing Transaction Entity (PTE) is an ordering structure with associated Request Types
and Source Systems. Different applications may have different request structures when they
make requests to the pricing engine.
Source System
The Source System is the application that captures the pricing setup data. The Application
Name is not the same as the Source System for an attribute. The Application Name is the
name of the application that created the attribute. Typically, the application that would create
an attribute after Attribute Manager is installed are Marketing, Order Capture, Contracts core
and Advanced Pricing.
Though Source systems also use valid Applications as their values, Source systems act as
pricing related data repositories for various Pricing Transaction Entities and should not be
confused with Application names, even if they have matching names and same valid values.
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Chapter 8 - Page 16
All source systems belonging to the same PTE will return the same price and adjustments for
all request types.
Request Type
The Request Type identifies the type of transaction that is being priced. Different applications
make requests to the pricing engine. Request types of these applications may be different.
Some applications may share their request types.
For example: iStore and Order Capture share the same request type. On the other hand, Order
Management and iStore have different request structures.
Advanced Pricing provides seeded Pricing Transaction Entities (PTEs); however, you can
define additional PTEs.
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Chapter 8 - Page 17
Source Systems and Request Types
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Source Systems and Request Types

Source system is an application that captures the pricing setup data such as pricing, marketing,
or inventory. The request type is the calling application such as Order Management or iStore.
All source systems belonging to the same Pricing Transaction Entity will return the same price
and adjustments for all request types.
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Chapter 8 - Page 18
Example: Order Fulfillment PTE
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Example: Order Fulfillment PTE

In the example above, the Pricing Transaction Entity is Order Fulfillment. Within this PTE,
there are several source systems. Istore, Order Capture, and Order Management will be
evaluating pricing data defined in all these source systems.
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The graphic displays the Pricing Transaction Entity - Order Fulfillment.
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Chapter 8 - Page 19
Reviewing Available PTEs
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Reviewing Available PTEs
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View existing PTEs in the Pricing Transaction Entity Source System and Request Types
window.
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Chapter 8 - Page 20
Role of PTEs in Attribute Management
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Role of PTEs in Attribute Management

The Pricing Transaction Entity narrows the data the search engine reviews. The search engine
examines only the setup data generated by the source systems defined for that Pricing
Transaction Entity. All applications belonging to the same pricing transaction entity have the
same set of attributes available to them. A same PTE ensures that the applications sharing the
same data always give the same price for an item irrespective of the request type.
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Chapter 8 - Page 21
PTE in Attribute Creation Process
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PTE in Attribute Creation Process

Once you have created the attribute, you can link it to a pricing transaction entity.
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Chapter 8 - Page 22
Linking Attributes to a PTE
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Linking Attributes to a PTE

Once you have set the context and attributes, you can link an attribute grouping to a specific
Pricing Transaction Entity (PTE). From the PTE-Attribute Linking window, you are linking
specific attributes to a PTE. Attributes can be defined for different levels such as line, order, or
both.
Level
Indicates what level the attribute is: Order, Line, or Both
For example, the level is Order for an attribute agreement_id. It means that only the header
level agreement_id will be attribute mapped whereas agreement_id on order lines will not be
attribute mapped.This level is also used to selectively display pricing attributes/qualifiers in the
list of values (LOVs) while setting up modifiers/formulas/price list/qualifier. The attribute
mapping method shows how the data for an attribute it derived.
There are check boxes to show if the attribute displays in the list of values of the pricing setups
and whether the attribute displays in the Limits windows. This check box is selected by the
user if the attribute is part of the LOVs of pricing setup window. If cleared, the attribute will
not be available in pricing setups. However, existing modifiers defined using that attribute will
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Chapter 8 - Page 23
behave the same way. All seeded attributes will have this flag selected so that all seeded
attributes will be available in the list of values (LOVs) of the setup windows.
If you select the mapping method as attribute mapping, then you must select the attribute
mapping enabled box. Otherwise, the mapping rule will not work properly.
The Attribute Mapping Status box will not be selected initially after you create the mapping
rule. It will only get selected if the attribute has been used in a pricing setup and you have run
the build attribute mapping rules program (which we will go into later).
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Chapter 8 - Page 24
Creating a New Pricing Transaction Entity
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Creating a New Pricing Transaction Entity

How do I know if I need to define a new Pricing Transaction Entity?
When a new request type is created so that a new ordering structure is developed, the business
must decide if the request type will use the same set of pricing data (the same source systems)
in the existing Pricing Transaction Entity. A new Pricing Transaction Entity needs to be
created only if the new request type uses a different ordering structure AND a different set of
source systems. Request types also have to be unique across Pricing Transaction Entity.
To create a new Pricing Transaction Entity:
1. Navigate to the Pricing Lookups window.
2. Query on QP_PTE_TYPE as lookup type.
3. Enter a code (short name) for a Pricing Transaction Entity.
4. Enter Meaning.
5. Enter a Description.
6. Enter optional fields.
7. Save the record.
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Chapter 8 - Page 25
The Pricing Transaction Entity that you created must also be attached to a new Request Type.
Without a new Request type, you cannot attach Attribute Mapping rules to that Pricing
Transaction Entity. In other words, a Pricing Transaction Entity without Request type cannot be
attribute mapped, because of the absence of Request types.
Note: This is not applicable to Basic Pricing where the Pricing Transaction Entity you just
created displays in the Pricing Transaction Entity LOV, as Attribute Mapping method is
User Entered whenever new PTE-Attributes links are created.
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Chapter 8 - Page 26
Defining Pricing Transaction Entity Associations
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Defining Pricing Transaction Entity Associations

Define the request types and source system for a given Pricing Transaction Entity in the
Pricing Transaction Entity - Source System and Request Types window.
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Chapter 8 - Page 27
Agenda
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Chapter 8 - Page 28
What is a Context?
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What is a Context?
Qualifier Contexts and its attributes can be used to create qualifiers that determine eligibility
for a modifier (who is eligible to receive the modifier). Qualifiers can be attached to price lists
(only in Advanced Pricing) and modifiers.
Product Contexts and its attributes define the product hierarchy and are related to product
information. For example, the product context Item may consist of attributes such as Item
Number and Item Category.
Note
Pricing Contexts are associated with pricing attributes. They further define eligibility for a
price list line or modifier. They can be used for a price list line, as a formula component, or in
Modifiers.
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Chapter 8 - Page 29
Context Examples
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The table describes the three Context Types and their names.
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Chapter 8 - Page 30
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Understanding Contexts
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Chapter 8 - Page 31
Contexts
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Contexts
Oracle Pricing Manager Responsibility
(N) Pricing > Setup > Attribute Management > Context and Attributes > Context Setup
Advanced Pricing
Contexts are a group of related pricing elements that can have attributes linked to them. Once
the context is defined, you can create its attributes. Attributes determine the specific values in
which you define pricing rules. For example, customer hierarchy can include pricing
characteristics such as customer name = Customer ABC.
Context/attribute combinations are available for use in the Pricing Setup windows once they
are created and linked to a specific Pricing Transaction Entity (PTE).
Code
Short name for a context. Once defined and saved , user can not modify it later.
Name
Name of a context. It will be displayed in the context LOVs available in
Qualifier/Modifier/formula screens. User can modify it if needed.
Description
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Chapter 8 - Page 32
Description of a context. User can modify it if needed.

Seeded
This check box is selected automatically if the context is seeded ( oracle apps user is
datamerge). It remains selected even if you manually overwrite the seeded context.
Enabled
Select the Enabled check box to make this context available in qualifier/modifier/price
list/formula setups. When a context is disabled, it will not display in the context LOV on
qualifier/modifier/formula/price list windows and hence, all the attributes defined for this
context will also be unavailable for setup.
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Chapter 8 - Page 33
Qualifier Contexts
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Qualifier Contexts
Predefined (seeded) qualifier contexts and associated qualifier attributes that use Oracle
Application database tables as the data source wherever applicable are provided.
Advanced Pricing lets you define qualifiers to determine eligibility rules governing who can
receive a particular price, discount, promotion, or benefit. Qualifiers and qualifier groups can
then be linked to Oracle price lists and
modifiers. The following are common qualifier terms:
Qualifier Contexts
Qualifier contexts are flattened hierarchies where similar qualifying attributes can be grouped
into logical categories.
Qualifiers
Qualifiers are specific attributes that assist Oracle Advanced Pricing with limiting the who for
benefit or price eligibility.
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Chapter 8 - Page 34
Qualifier Context Examples
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Qualifier Context Examples

Qualifiers determine eligibility rules governing who can receive a particular price, discount,
promotion, or benefit.
Qualifier Contexts and its attributes can be used to create qualifiers that determine eligibility
for a modifier (who is eligible to receive a particular price, discount, promotion, or benefit).
Qualifiers can be attached to price lists (only in Advanced Pricing) and modifiers.
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Chapter 8 - Page 35
Product Contexts
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Product Contexts
Number and Item Category.
Warning
You cannot add new contexts of Product Context type. However, you can add attributes to the
existing Product Context Item.
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Chapter 8 - Page 36
Pricing Contexts
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Pricing Contexts
price list line or modifier. They can be used for a price list line, as a formula component, or in
modifiers.
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Chapter 8 - Page 37
Agenda
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Chapter 8 - Page 38
Context/Attribute Creation Process
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Chapter 8 - Page 39
Creating Attributes for Contexts
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Creating Attributes for Contexts

(N) Pricing > Setup > Attribute Management > Context and Attributes > Context Setup
Advanced Pricing
Once the context is defined, you can create its attributes. Attributes determine the specific
values in which you define pricing rules. For example, customer hierarchy can include pricing
Attributes can further express product or customer hierarchies for a given context. To create
new attributes, use the Attribute Management setup windows.
(N) Oracle Pricing Manager Responsibility > Setup > Attribute Management > Context and
Attributes.
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Chapter 8 - Page 40
Attribute Selection: Pricing Engine Processing
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Attribute Selection: Pricing Engine Processing

In Attribute Management, you can use external data to create attributes. Users can enter values
during runtime for these attributes or mapping rules can be created to extract the data. Within
the UI of attribute Management, you can view and make changes to the seeded attribute.
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Chapter 8 - Page 41
Pricing Attributes and Flexfields
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Pricing Attributes and Flexfields

A context of type Pricing Attribute will also be created as Flexfield Pricing Contexts in the
Flexfield, once it is created using the Contexts and Attributes window. All the above
definitions of contexts and attributes are stored in QP tables. However, the same data will be
stored in flexfield tables as well, if the context type is Pricing
Attribute. This occurs because Order Management (OM) uses flexfield structure for pricing
attributes. Hence for pricing attributes to display on OM's windows, these definitions need to
be in the flexfield tables as well.
However, Pricing Attribute setup must always be done in the Context and Attributes setup
menu. If user does a pricing attribute setup in flexfield tables, the setup data will not be
available in the QP tables as data is not copied from flexfield tables to QP tables. So even
though the pricing attribute displays in OM windows, it will never be selected by the engine.
A context and attributes of type Pricing Attribute will get updated and deleted in the flexfield,
if updated and deleted in the Context and Attributes window if it meets the deletion criteria.
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Chapter 8 - Page 42
Pricing Attributes
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Pricing Attributes
Pricing attributes control what is being priced or modified on a price list or modifier list.
Creating Context and Attributes to be used for Pricing Setup Windows
Contexts are a group of related pricing elements that can have attributes linked to them. Once
the context is defined, you can create its attributes. Attributes determine the specific values in
which you define pricing rules. For example, customer hierarchy can include pricing
Creating Contexts
In Attribute Management, you can set up three types of contexts:
Qualifier Contexts and its attributes can be used to create qualifiers that determine
eligibility for a modifier (who is eligible to receive the modifier). Qualifiers can be attached
to price lists (only in Advanced Pricing) and modifiers.
Number and Item Category. You cannot add new contexts of Product Context type.
However, you can add attributes to the existing Product Context Item.
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Chapter 8 - Page 43
price list line or modifier. They can be used for a price list line, as a formula component, or
in Modifiers.
For example, a product context such as Item can be further categorized by attributes such as
Item Name and Item Number while a qualifier context such as Customer can consist of
attributes such Customer Name and Customer ID.
Creating Attributes
The pricing engine evaluates attributes during engine run time to determine which price lists
and modifiers are eligible for the transaction. Attribute values can be derived at the order level,
line level, or for both order and line levels.
You must create all new attributes using the Attribute Management setup windows. Oracle
Pricing Manager Responsibility > Setup > Attribute Management > Context and Attributes.
With the Attribute Management feature, you can define attributes for a given context,
determine how they are sourced, decide which attributes can be selected from a list in the
Pricing Setup windows, and determine which ones are used in promotional limits.
Pricing Attributes
The following are examples of pricing attributes used to specify conditions of a product or
service that affects the price:
Product ID = HMO Plan 15; Pricing Attribute = State = Connecticut; List Price = $200.00
per month.
Product = HMO Plan 15; Pricing Attribute = State = New York; List Price = $250.00 per
month.
Product ID = Motor Oil; Pricing Attribute = Grade = Regular; List Price = $3.50 per Quart
Product ID = Motor Oil; Pricing Attribute = Grade = Premium; List Price = $4.25 per quart
Product ID = Usage Charge; Pricing Attribute = Time of Day = Evening (7:00pm to
11:00pm); list price =.08 per minute
Product ID = Usage Charge; Pricing Attribute = Time of Day = Late night (6:00am to
5:30am) list price =.05 per minute
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Chapter 8 - Page 44
Pricing Attributes
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Pricing Attributes
Order Management Super User Responsibility
(N) Pricing > Price Lists > Price List Setup (T) List Lines (B) Pricing Attributes
1.
Choose Pricing Attributes in the List Lines tab to display the Pricing Attributes window.
2.
Enter a pricing context.
3. Enter a pricing attribute.
4. Select = or BETWEEN for Operator.
5.
Enter Value From.
6.
If the Operator is BETWEEN, enter Value To.
Note: The pricing attributes are joined as AND conditions since they apply to one price list
line.
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Chapter 8 - Page 45
Practice - Create a Pricing Qualifier Context and Attributes

Overview
In Oracle Advanced Pricing, each level of a hierarchical pricing structure is defined as a
qualifier. When several qualifiers exist, it is necessary to sequentially order each qualifier to
prioritize the evaluation of the qualifiers.
Oracle Advanced Pricing provides some seeded qualifiers. However, if you require additional
pricing qualifiers you should define these in this setup step. If you skip this step, users will only
be able to choose predefined Oracle qualifier contexts and qualifier attributes for price and
benefit eligibility.
In this guided practice you will define a new Pricing qualifier context. Then you will
create new qualifier attributes associated with this qualifier context. NOTE: A solution
table is provided at the end of the practice.
These new qualifier contexts and attributes can be used to create qualifier groups. The
qualifying groups can used to determine who qualifies for certain pricelists and discounts.
Assumptions
Oracle Pricing Manager responsibility.
You can navigate standard Oracle Applications.
You have basic knowledge of Oracle Advanced Pricing.
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Tasks
Define a New Qualifier Context
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Oracle Pricing Manager responsibility
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1.
Navigate to the Context Setup window.
2.
In the Type field in the Context region, select Pricing Context.
3.
Enter QPPM-PA in the Code field. This is the short name for the context.
Once it has been saved, it cannot be changed.
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Chapter 8 - Page 46
4.
Enter the remaining context information in the Context region:

Field Name
5.
Topic
Name
QPPMs Pricing Context
Description
Pricing context example
Select the Enabled box.
When you have completed your entries for the context, you can enter information to create the
attribute.
Creating a New Pricing Attribute
6.
In the Attributes region of the Context Setup window, enter the following information:
Field Name
Topic
Code
QPPM
Name
QPXXs Age
Precedence
300
Application Name
Oracle Pricing
Column Mapped
PRICING_ATTRIBUTES35
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Value Set
Datatype
7.
Select a Column Mapped value to which the attribute will be mapped.
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The columns PRICING_ATTRIBUTES1 through 30 of each context are reserved for seeded
pricing attributes. You can select from PRICING_ATTRIBUTES31 through 100.
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8.
Select the Value Set QP: Number to define a value set for the attribute. In this field, you can
define a new value set or use an existing value set.
9.
Save your work.
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Creating Additional Qualifier Attributes
You can create additional attributes for a context. In the Attributes region, tab to the second row
to create a second attribute for this qualifier context.
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Chapter 8 - Page 47
Solution Create a Pricing Qualifier Context and Attributes

Create a New Context
Responsibility = Oracle Pricing Manager
1.
Navigate to the Context Setup window.
(N) Setup > Attribute Management > Context and Attributes
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Enter the following in the Context region:

Field Name
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Code
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Name
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Value
Pricing Context
QPPM-PA
QPPMs Pricing Context
Description
Pricing context example
Enabled box
Selected
Chapter 8 - Page 48
Create a New Pricing Attribute

3.
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In the Attributes region of the Context Setup window, enter the following information:
Field Name
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Code
QPPM
Name
QPXXs Age
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Note: The XX in QPXX represents your initials. Type your initials in the place of the XX.
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Chapter 8 - Page 49
4.
Enter a Precedence value such as 300. This decides the processing sequence of qualifier
attributes. For Pricing Attributes, this value is not taken into consideration.
5.
Select Oracle Pricing (the default) as the Application Name. This identifies the name of the
application creating this attribute.
6.
Select a Column Mapped value to which the attribute will be mapped.
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The columns PRICING_ATTRIBUTES1 through 30 of each context are reserved for seeded
pricing attributes. You can select from PRICING_ATTRIBUTES31 through 100.
7.
Select QP: Number from the Value Set field.
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The value set define the values that can be used for the selected attribute such as the
maximum number of In this case, numbers. You can view additional information or create a
new value set by clicking the Value Sets button.
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(B) Value Sets
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Chapter 8 - Page 50
Since the Validation Type for QPXXs Age value set is set to None, values are not required.
By entering a minimum and maximum value in the QPXXs Age value set, you determine
that the age must fall between 0 and 110 years.
8.
Close the window.
9.
Save your work.
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Chapter 8 - Page 51
Agenda
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Chapter 8 - Page 52
Overview of Attribute Mapping Methods
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Overview of Attribute Mapping Methods

Select an Attribute Mapping Method to determine how the attribute is mapped:
Attribute Mapping: If this is selected, attribute mapping is required.
Custom Sourced: User provides a code
Runtime Sourced: Sourced in the pricing engine by a Custom API. This is used to source
an accumulation attribute at runtime. During accumulated range break calculations, the
pricing engine calls the Runtime Sourcing API to acquire an accumulation value for the
accumulation attribute
User Entered: Attribute value is entered by user, therefore attribute mapping is not required
If you select User Entered or Custom Sourcing as the Attribute Mapping Method, you
have finished assigning the attribute. You can now use it in a pricing setup
Note: You will not have to run the Build Attribute Mapping rules program for User entered or
Custom sourced attributes.
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Chapter 8 - Page 53
Stages in Attribute Creation
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Chapter 8 - Page 54
Linking Attributes to a Pricing Transaction Entity
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Linking Attributes to a Pricing Transaction Entity

Attributes can be linked to one or more Pricing Transaction Entities. The Pricing Transaction
Entity has the following characteristics:
Reduces the data the search engine evaluates--uses only the setup data generated by the
source systems defined for that PTE.
All applications belonging to the same pricing transaction entity have the same set of
attributes available to them.
The following check boxes are used with the Advanced PricingPricing Transaction Entity
Attribute Linking window:
Seeded check box (for seeded contexts)
Enabled check box (to enable the context in a pricing setup), and
Assigned to PTE check box (shows which contexts and its attributes have been assigned to
a PTE.)
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Chapter 8 - Page 55
Advanced PricingPTEAttribute Linking Window
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Advanced PricingPTEAttribute Linking Window

From the PTE-Attribute Linking window, you can link specific attributes to a PTE:
Level
Attributes can be defined at the following levels: Line, Order, or Both.
For example, an attribute agreement_id set at the Order level means that only the header level
agreement_id will be attribute mapped; however, the agreement_id on order lines will not
be attribute mapped.
The attribute level is also used to selectively display pricing attributes/qualifiers in the LOVs
while setting up modifiers/formulas/price list/qualifiers.
Attribute Mapping Method
The attribute mapping method shows how the data for an attribute it derived. There are three
types of methods which will be discussed in another slide. another slide.
There are check boxes to show if the attribute will appear in the list of values of the pricing
setups and in the limits windows. If this check box is selected, then the attribute is part of the
LOVs of pricing setup windows. If deselected, the attribute will not be available in pricing
setups. However existing modifiers defined using that attribute, will behave the same way.
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Chapter 8 - Page 56
All seeded attributes will have this check box selected so that all seeded attributes will be
available in the LOVs of the setup windows.
If you select the mapping method as Attribute Mapping, then you should select the Attribute
Mapping Enabled box. Otherwise, the mapping rule will not work properly.
The Attribute Mapping Status check box will not be selected initially after you create the
mapping rule. It will only get selected if the attribute has been used in a pricing setup and you
have run the build attribute mapping rules program.
Note: If the attribute is not assigned, it will not be available in pricing setups
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Chapter 8 - Page 57
Setting Attribute Levels
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Setting Attribute Levels

Price List setup window
1. The LOV for Qualifier Attributes in the Qualifiers tab displays qualifier attributes with
attribute levels of Line or Both. This occurs because an Order Line may qualify for a price
list based on a qualifier attribute of the Order Line or both the Order Header and Order
Line.
2. The LOV for pricing attributes displays pricing attributes with Attribute Level = Line.
Modifier List setup window
1. The LOV for Qualifier Attributes in the Line Qualifiers window displays qualifier
attributes with attribute levels: Order or Both if the Modifier Level Code is Order.
2. The LOV for Qualifier Attributes in the Line Qualifiers window displays qualifier
attributes with attribute levels of Line or Both, if the Modifier Level Code is Line or Line
Group.
3. The LOV for Qualifier Attributes in the List Qualifiers window displays qualifier attributes
with attribute levels: Line, Order, or Both.
4. The LOV for Pricing Attributes will show pricing attributes with attribute level of Line.
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Chapter 8 - Page 58
Qualifier Setup window

The LOV for qualifier attributes on the Qualifier Group setup window displays will show all
levels of Qualifier Attributes. However, a qualifier group cant have one qualifier attribute
with the level ORDER and another qualifier attribute with the level LINE with the
same Qualifier Grouping No.. All the qualifiers within a Qualifier Grouping No must
have the attributes with the level either as ORDER or BOTH or as LINE or BOTH.
Formula Lines and Factors List
Since a formula can be applied either at order level or at line level, it is not possible at the
definition time to restrict the attributes appearing in the LOVs, based on the attribute
level. Hence there will be no level based restrictions in the LOV.
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Chapter 8 - Page 59
Attribute Levels
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Chapter 8 - Page 60
Attributes and Pricing Window LOVs
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This slide describes what attributes are shown in each of the pricing component setup LOVs
based on the Attribute Level assigned to the attribute. All attributes display in the Attributes
Setup window if Advanced Pricing is installed.
The following conditions apply when defining qualifiers or pricing attributes in price lists,
modifiers, or other pricing entities:
a) Only those attributes with the LOV Enabled check box selected display in the LOVs on
these setup windows.
b) All attributes that are set up are available to Advanced Pricing users, subject to meeting
the other conditions (as described in (a) and (c)).
c) Ensure that the Attribute Level is appropriate.
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Chapter 8 - Page 61
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Chapter 8 - Page 62
Disabling an Attribute from a PTE
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Chapter 8 - Page 63
Practice - Link Attributes to a Pricing Transaction Entity (PTE)

Overview
Once you have created a context/attribute combination, you must link the attribute to a Pricing
Transaction Entity (PTE). When you do this, this attribute and its corresponding properties will
be unique to the PTE.
In this guided practice you will link the attribute created to an existing PTE and assign an
attribute mapping method to the attribute.
Assumptions
You have access to the Oracle Pricing Manager Responsibility.
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Tasks
Link the Attribute to a PTE
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1.
Navigate to the Pricing Transaction Entity Attribute Linking window.
2.
In the Pricing Transaction Entity field, select Order Fulfillment.
3.
In the Context Type field, select Pricing to display the contexts defined for the Pricing
Context Type. If the context is currently assigned to the Order Fulfillment PTE, then the
Assigned to PTE box will be selected.
4.
Find the context you created by searching the Code column in the Contexts region.
Seeded contexts will have the seeded box selected.
5.
Select the Enabled box so that the context displays in the list of values for pricing setups.
6.
Select the context from the Contexts region in the Pricing Transaction Entity-Attribute
Linking window.
7.
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Click the Link Attributes button to display the Link Attributes window. In this window, you
can link this attribute to the Pricing Transaction Entity: Order Fulfillment.
Chapter 8 - Page 64
Assign an Attribute Mapping Method to the Attribute

In the Link Attributes window, you define more properties for the attribute:
8.
Select the attribute from the Code field.

The Attribute Code, Attribute Name, and Precedence default in because this is the only
attribute defined for this context.
9.
Select the Level for the attribute. A Level is used to selectively display pricing attributes and
qualifiers in the list of values from the pricing setup windows.
Attributes can be set at the LINE, ORDER or BOTH levels. Select LINE.
10. Select ATTRIBUTE MAPPING as the Attribute Mapping Method. The choices for attribute
mapping are: USER ENTERED, CUSTOM SOURCED, ATTRIBUTE MAPPING, and
RUNTIME SOURCED (this should only be selected for accumulation attributes).
When ATTRIBUTE MAPPING is selected as the Attribute Mapping Method, the

attribute must be mapped once you have set up the attribute in the Assign Attributes
window.
Attribute mapping is not required for USER ENTERED or CUSTOM SOURCED

attributes.
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11. Select LOV Enabled.
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12. Select Use in Limits box if you want this attribute to show up in the Attribute list of values
in the Limits setup window.
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The following steps apply if ATTRIBUTE MAPPING is selected as the Attribute Mapping
Method:
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13. Select the Attribute Mapping Enabled box if you want this attribute to be mapped.
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The Attribute Mapping Status box is selected automatically by the Build Mapping Rules
program which generates the Build Context API for mapping. The Build Mapping Rules
program must be run after you have completed attribute mapping.
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Chapter 8 - Page 65
Solution Link the Attribute to a Pricing Transaction Entity (PTE)

1.
(N) Setup > Attribute Linking and Mapping
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2.
In the Pricing Transaction Entity field, select Order Fulfillment.
3.
In the Context Type field, select Pricing to display the contexts defined for the Pricing
Context Type. Contexts currently assigned to the Order Fulfillment PTE will have the
Assigned to PTE box selected.
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Chapter 8 - Page 66
4.
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Select the Code for the context you created: QPPM-PA.
The Assigned to PTE box will be selected automatically once the attribute has been
successfully created and mapped (the mapping process is required only for attributes that
have ATTRIBUTE MAPPING in the Attribute Mapping Method field).
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5.
Select the Enabled box.
6.
(B) Link Attributes. The Assign Attributes window displays.
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Assign an Attribute Mapping Method to the Attribute
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The following steps are completed in the Link Attributes window:

Code = QPPM.
The Attribute Code, Attribute Name, and Precedence default in because this is the
only attribute defined for this context.
Attribute Mapping Method = ATTRIBUTE MAPPING.
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Chapter 8 - Page 67
7.
Complete the remaining entries:

Field Name
8.
Value
LOV Enabled
Selected
Use in Limits
Selected
Attribute Mapping Enabled
Selected
Column Mapped
PRICING_ATTRIBUTE58
Attribute Mapping Status
Cleared
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(I) Save.
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Attribute Mapping is required because ATTRIBUTE MAPPING has been selected for this
attribute. If USER ENTERED or CUSTOM SOURCED had been selected as the attribute
mapping method, then attribute mapping would not be required and the attribute would be
ready for use in the pricing setup windows.
9.
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(B) Attribute Mapping.
10. See the next practice to continue with Attribute Mapping.
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Chapter 8 - Page 68
Agenda
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Chapter 8 - Page 69
Assigning an Attribute Mapping Method
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Assigning an Attribute Mapping Method
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Attributes Mapping is a mandatory step before any pricing element is used by the pricing
engine. The pricing engine also provides flexibility that a transaction area can define the
attributes mapping specific for its use.
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For example, Customer Region can be derived from a OE_ORDER_PUB.G_

HDR.sold_to_org_id for Order Management. However this same element may have to be
derived from ASO_PRICING_INT.G_HEADER_REC.cust_account_id for Order Capture.
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After linking the context/attribute combination, you must select an attribute mapping method
that determines how the attribute is sourced:
Select one of the following Attribute Mapping Methods to determine how the attribute is
mapped:
Attribute Mapping: If this is selected, attribute mapping is required.
Custom Sourced: User provides a code
Runtime Sourced: Sourced in the pricing engine by a Custom API. This is used to source
an accumulation attribute at runtime. During accumulated range break calculations, the
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Chapter 8 - Page 70
pricing engine calls the Runtime Sourcing API to acquire an accumulation value for the
accumulation attribute
User Entered: Attribute value is entered by user, therefore attribute mapping is not required
If you select User Entered or Custom Sourcing as the Attribute Mapping Method, you
have finished assigning the attribute. You can now use it in a pricing setup
Note: You will not have to run the Build Attribute Mapping rules program for User entered or
Custom sourced attributes.
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Chapter 8 - Page 71
Attribute Mapping
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Attribute Mapping
Complete your entries, if Attribute Mapping is selected as the Attribute Mapping Method then
click the Attribute Mapping button to define the Attribute Mapping rules for the selected
attribute.
If Custom Sourced, Runtime Sourced, or User Entered is the Attribute Mapping Method, then
the process is complete-- you do not have to run the Build Attribute Mapping rules program for
these attributes.
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Chapter 8 - Page 72
Setting Up a New Mapping Rule for a Qualifier/Pricing Attribute
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Setting Up a New Mapping Rule for a Qualifier/Pricing Attribute

1. Navigate to the Pricing Transaction Entity - Attribute Linking window.
2. Find the Pricing Transaction Entity.
3. In the Context Type Field Select the Context Type from LOV.
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4. Click Link Attributes to open the Link Attributes window.

5. Find the attribute to which you want to define mapping rule.
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6. Click Attribute Mapping to display the Attribute Mapping window: Context, Attribute are
display-only fields.
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7. Select request type.
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8. Enter information in Header Level or Line Level region, or both the regions, depending on
the Level of the attribute in the previous window.
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The Global structure/view name is already displayed for that Request type chosen.
9. Select the user source type from LOV.
10. Enter a User Value String.
Chapter 8 - Page 73
11. Save the record.
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Chapter 8 - Page 74
Attribute Mapping Window
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Attribute Mapping Window

Request types region (Attribute Mapping window)
This region displays all the enabled Request types defined for the given PTE.
You need to define attribute mapping for all the request types listed in this region.
Application Name: This column indicates the Application that created the mapping rule.
You can enter the Application before creating a mapping rule. In case an Application name
is not entered, the system defaults Oracle Pricing as the creator of the mapping rule.
Header level region
Enter data here if the Attribute Mapping level (defined in the Assign Attributes window) of
the attribute is Order or Both. This region will be grayed out if the level is Line.
Global structure/View Name: This is a display only field. It will show the value defined in
Request type tab of the Pricing Transaction entity setup window.
User Source type: The possible values of source type are:
Application Profile: Profile option: Select the profile option from where you want to get
the default value for this attribute. A LOV will provide a list of valid profile options
such as OE: Item Validation Organization.
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Chapter 8 - Page 75
PL/SQL API: Attribute can be sourced directly from a global structure defined for the
given source system. The following flexfield window will pop up. For OM all the
record structures are defined in the package OE_ORDER_PUB. For example , if you
want to use payment term id as the source value for the new segment that you have
defined , enter G_LINE.payment_term_id in the function name. You have two record
structures available. OE_ORDER_PUB.G_LINE contains all the possible values of a
sales order line. OE_ORDER_PUB.G_HDR contains Fields from Order headers.
Structure of the Line_rec_type and header_rec_type can be obtained from the
Manufacturing Open Interface Manual. (For IStore/OC the equivalent global structures
are defined in the package ASO_PRICING_INT.
PL/SQL API Multi-Record: You can write a custom API (must be a function) that
returns multiple values. The output of your function can only be a table of
VARCHAR2s: for example, to get the inventory categories for an item. The flexfield
window above displays. For more information, see seeded sourcing for Item Categories
or customer class as an example of multi-Value pl/sql API.
Package: Enter the PL/SQL package name.
Function: Enter the function name.
Constant Value: Constant: Enter a constant value that will always
be mapped to this attribute for the given condition.
System Variable: Enter the system variable that will be mapped to
the attribute for the given condition such as SYSDATE.
Seeded Source type: It will have value if the record is seeded. This field is protected against
update. If user wants to modify seeded mapping, user can enter data into corresponding
user field (user source type).
Value String (user and seeded): It is a value of the source type. Seeded value string will
have seeded value. This field is protected against update. If user wants to modify seeded
mapping, user can enter data into corresponding user field (user value string).
Seeded: This is a non-navigable field indicating, whether the mapping rule is seeded or not.
Line level region
You can enter data here if the level ( defined in assign attribute form ) of the attribute is
Line or Both . This region will be grayed out if the Segment level in the previous screen is
Order. Rest of the fields are the same as the Header level region.
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Chapter 8 - Page 76
Practice - Use Attribute Mapping to Define an Attribute

Overview
Once you have created a context/attribute combination and linked the attribute to a Pricing
Transaction Entity (PTE), you need to use attribute mapping to map an attribute. After mapping
the attribute, you need to run the Build Attribute Mapping Rules program, which creates the
mapping rules.
Attribute mapping is required only for attributes with ATTRIBUTE MAPPING selected as the
Attribute Mapping Method. Attribute mapping is not required for attributes that have USER
ENTERED or CUSTOM SOURCED defined as the Attribute Mapping Method.
In this guided practice, you will use attribute mapping to map the attribute QPPM and
then run the Build Attribute Mapping Rules program.
Assumptions
You have access to the Oracle Pricing Manager Responsibility.
Tasks
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Map the Attribute

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1.
2.
Do a query to find the context QPPM-PA.
3.
Select the QPPM-PA context.
4.
Click the Link Attributes button to display the Link Attributes window.
5.
Select the attribute you created from the Code field.
6.
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Ensure that ATTRIBUTE MAPPING is selected in the Attribute Mapping Method field and
that the checkbox for the following fields is selected: LOV Enabled, Use in Limits, and
Attribute Mapping Enabled.
Chapter 8 - Page 77
7.
Click the Attribute Mapping button to display the Attribute Mapping window.
8.
The Attribute Mapping Status box is automatically selected once the Build Attribute
Mapping Rules program which generates the Build_Contexts API for mapping runs
successfully.
In this window, you can define the attribute mapping rule for each request type listed in
the Request Types region.
Enter Oracle Pricing in the Application name field for the ONT Request Type.
The Application Name indicates the application creating the attribute mapping rule.
Now you will define the attribute mapping rule for the ONT request type.
Since the Level for this attribute is Both, fields in the Header Level and Line Levels
regions are enabled.
In the Header Level:

9.
Select PL/SQL API from the User Source Type field.
10. Enter the User Value String: QP_SOURCING_API_PUB.
For seeded attributes, you can view the Source Type and Value String in the Seeded
fields. To change the seeded attribute mapping rules, enter data in the corresponding
User fields.
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In the Line Level:

11. Select PL/SQL API from the User Source Type field.
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12. Enter B.G.HDR.sold_to_org_id).
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Note: The following warning message may appear: Warning You must source this
Attribute for all the Request types.
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This message appears if attribute mapping rules have not been defined for all the request
types in the Request Types region. Defining attribute mapping rules for all requesting types
ensures that all the requesting applications that look at the same set of data receives the same
price.
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13. Once you have completed your entries, save your work.
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Running the Build Attribute Mapping Rules program
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For improved system performance, it is recommended that you run the Build Attribute Mapping
Rules concurrent program after you define your mapping rules (although it is not mandatory,
since dynamic attribute mapping is supported). Running the Build Attribute Mapping Rules
program generates the mapping rules for attributes with the following conditions: 1) Attribute
Chapter 8 - Page 78
Mapping Enabled box is selected and 2) ATTRIBUTE MAPPING is selected as the Attribute
Mapping Method.
14. To run the Build Attribute Mapping Rules program, select Build Attribute Mapping Rules
from the Tools menu.
A Message box appears to indicate that the attribute mapping was successful.
The Assigned to PTE box is selected in the Pricing Transaction Entity-Contexts window
because the attributes and properties are now linked to the Pricing Transaction EntityOrder Fulfillment.
15. Save your work.
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Chapter 8 - Page 79
Solution Use Attribute Mapping to Define an Attribute

Map the Attribute
1.
(N) Setup > Attribute Management > Attribute Linking and Mapping
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3.
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In the Pricing Transaction Entity Attribute Linking window:

Pricing Transaction Entity = Order Fulfillment
Context Type = Pricing Context
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Contexts region:
Select Code = QPPM-PA
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Chapter 8 - Page 80
4.
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(B) Link Attributes

Code = QPPM. This is the attribute that you created for the Context QPPM-PA.
The Attribute Code, Attribute Name, and Precedence default in because this is the
only attribute defined for the QPPM-PA context.
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Chapter 8 - Page 81
5.
Ensure that ATTRIBUTE MAPPING is selected in the Attribute Mapping Method field and
that the checkbox for the following fields is selected: LOV Enabled, Use in Limits, and
Attribute Mapping Enabled.
6.
The Attribute Mapping Status box is automatically selected once the Build Attribute
Mapping Rules program which generates the Build_Contexts API for mapping runs
successfully.
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Chapter 8 - Page 82
7.
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Request Type = ONT

Application name = Oracle Pricing
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This indicates that Oracle Pricing is the application creating the attribute mapping rule. You
can then define the attribute mapping rule for the ONT request type.
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Since the Level for this attribute is Both, the Header Level and Line Levels regions are
enabled:
Header Level:
User Source Type = PL/SQL API
User Value String = QP_SOURCING_API_PUB.
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For seeded attributes, you can view the Source Type and Value String in the Seeded fields.
To change the seeded attribute mapping rules, enter data in the corresponding User fields.
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Line Level:
User Source Type = PL/SQL API.
User Value String = B.G.HDR.sold_to_org_id
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Chapter 8 - Page 83
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Note: If the following message displays if attribute mapping rules have not been defined for
all the request types in the Request Types region. Defining attribute mapping rules for all
requesting types ensures that all the requesting applications that look at the same set of data
receives the same price.
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10. Once you have completed your entries, save your work.
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Run the Build Attribute Mapping Rules program
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For improved system performance, it is recommended that you run the Build Attribute Mapping
Rules concurrent program after you define your mapping rules (although it is not mandatory,
since dynamic attribute mapping is supported).
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Chapter 8 - Page 84
The Build Attribute Mapping Rules program generates mapping rules only for attributes with the
Attribute Mapping Enabled box selected and ATTRIBUTE MAPPING selected as the Attribute
Mapping Method.
11. (M) Tools >Build Attribute Mapping Rules
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After the program has run, a Message box confirms if the attribute mapping was successful.
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The Assigned to PTE box is selected in the Pricing Transaction Entity-Contexts window
because the attributes and properties are now linked to the Pricing Transaction EntityOrder Fulfillment.
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12. (I) Save.
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Chapter 8 - Page 85
Agenda
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Chapter 8 - Page 86
Build Attribute Mapping Rules Program
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Build Attribute Mapping Rules program
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The Build Attribute Mapping Rules program will map the attributes that are used only in the
active pricing setup if the profile value QP: Check For Active Flag is set to Yes. If the profile
value QP: Check For Active Flag is set to No, this program will map the attributes that are used
in both the active and inactive setup.
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The program Build Attribute Mapping Rules dynamically generates the package
QP_BUILD_SOURCING_PVT, which contains attribute mapping calls to build attribute
mapping rules for Attributes. The package QP_BUILD_SOURCING_PVT is generated when
the concurrent program is run. This package contains only the rules of used attributes
(Qualifiers/Pricing Attributes used in any pricing setup) that can be mapped at run-time. This
means anytime you use a new attribute (one that has not been used by any other modifier, price
list, formula), you will need to run the program Build Attribute Mapping Rules accessible in
the Oracle Pricing Manager Responsibility or from the Tools Menu of the Attribute Linking
and Mapping windows. Also anytime you change any attribute mapping rules you will need to
run this program.
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The program generates the attribute mapping rules for all the attributes that have the Attribute
Mapping Enabled box selected. When the Build Attribute Mapping Rules program runs
Chapter 8 - Page 87
successfully, the Attribute Mapping Status is checked for those attributes for which an attribute
mapping rule is generated.
The Build Attribute Mapping Rules reports back success or failure to the user. If the Attribute
Mapping Status box changes to selected status for the attributes that were successfully mapped
then it was successful. The window automatically re-queries the database if the Build Attribute
Mapping Rules process is successful and moves focus to the Attribute Mapping Status box.
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Chapter 8 - Page 88
Build Attribute Mapping Rules Program Checklist
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Chapter 8 - Page 89
Build Attribute Mapping Rules Program Checklist
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Chapter 8 - Page 90
Restoring Defaults
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Restoring Defaults
The Restore Defaults button replaces values with their original seeded values.
Sourcing Rules
For all seeded sourcing rules, Restore Defaults button will restore back the seeded Source type
and the seeded Value string as User source type and User value string respectively. If the
seeded Source type and the seeded Value string are same as user Source type and user Value
string, the Restore Defaults button will be grayed out.
You can restore the default seeded settings in the following windows:
Context Setup
Link Attributes
Context Setup
Contexts
For contexts, the Restore Default button restores the context to the original seeded values. So
even if a seeded context has been changed, the values are restored to their original condition.
The Name and Description fields display the seeded values rather than the user-entered values.
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Chapter 8 - Page 91
For seeded contexts, the Name and Description fields display their seeded values. However if
these seeded values are changed, these fields show the user-entered values and the seeded
values will be preserved in seeded name, seeded description fields respectively. These seeded
fields will always be hidden.
Attributes
For attributes, the Restore Default button restores the original seeded values. So if a seeded
attribute has been changed, the values can be restored to their original condition. Precedence,
name, valueset, datatype window fields display the seeded values in place of user entered
values.
For seeded attributes, the precedence, name, valueset, and datatype fields display their seeded
values. However, if you change the seeded values, these fields display the user-entered values
and the seeded values will be preserved in separate fields named as seeded precedence, seeded
name, seeded valueset, seeded datatype. These seeded fields will always be hidden.
Link Attributes
For seeded attributes, the Attribute Mapping Method column displays the seeded value of the
attribute. However, if you change the attribute mapping method, this field displays the userentered value; the seeded value will be preserved in a separate field named as seeded Attribute
Mapping Method. This seeded Attribute Mapping Method field will always be hidden.
The Restore Default button restores the original seeded attribute mapping method for an
attribute. If you overwrite a seeded attribute and later want to restore the original seeded
values, click the Restore Default button to restore the seeded values.
This button will be grayed out for non-seeded attributes. However, the button remains 'grayed
out' for seeded attributes, if the user-entered Attribute Mapping method is the same as the
seeded Attribute Mapping method.
Attribute Mapping
For all seeded Attribute Mapping rules, the Restore Defaults button restores the seeded Source
type and the seeded Value string as User source type and User value string respectively. If the
seeded Source type and the seeded Value string are same as user Source type and user Value
string, the Restore Defaults button will be grayed out.
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Chapter 8 - Page 92
Agenda
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Chapter 8 - Page 93
QP: Source System Code
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QP: Source System Code

Default value: Blank
This profile option is used in all pricing setup windows to identify the application through
which the pricing information is being entered. This source system code is held on all price and
modifier lists to identify the origin of the data. At the time of pricing, the pricing engine may
restrict its search to pricing information which originated from a particular application
depending on the request type to source system setup.
By default, the value of the profile option QP_SOURCE_SYSTEM_CODE is QP (Oracle
Pricing) at the Site level. However, to differentiate between applications and prevent update of
modifiers among several applications, the value of this profile can be set up at the Application
level.
If modifiers are created in different applications such as Oracle Advanced Pricing, Order
Management, or Trade Management, then changes to the modifier can only be made in the
application where the modifier was originally created. These changes include changes to the
modifier header (as deleting is already prevented) or changes such as inserting, updating, or
deleting modifier lines, pricing attributes, and qualifiers.
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Chapter 8 - Page 94
If you do not want to differentiate between applications or prevent update of modifiers created
by different applications, then no specific setup is required. In this case, all modifiers are
created with same value for source system code (assuming the value of this profile is set only
at site level by default or same value if set for all applications which create modifiers).
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Chapter 8 - Page 95
Seeded Values for Source System Applications
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Chapter 8 - Page 96
QP: Source System Code Example
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Example
The following customer requirements need to be established when setting up the profile
options:
Modifiers created by the Trade Management application can only be changed by Trade
Management.
Modifiers created by Oracle Pricing and Order Management applications can be
interchangeably updated but not by other applications.
All other applications can update the modifiers of other applications except Trade
Management, Oracle Pricing and Order Management.
To accommodate these requirements, the value of the profile QP_SOURCE_SYSTEM_CODE
is set up as follows:
Site level: QP (default)
Trade Management: XXX
Oracle Pricing: YYY
Order Management: YYY (same as Oracle Pricing)
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Chapter 8 - Page 97
The default value should only be changed if the source of the pricing data is any application
other than Oracle Advanced Pricing. Set this to the source system lookup code of the
application which is interfacing the pricing data.
After Attribute Mapping Manger is installed, this profile can be set at Site, Application and
User level. The default value for this profile at the time of installation at the Site level is Oracle
Pricing. The seeded value of this profile for various applications is shown in the table below:
Application Name
Default Value
Site Level Profile Value
Oracle Pricing (QP)
Oracle Transportation (FTE)
Oracle Inventory (INV)
Oracle Marketing (AMS)
All other Applications
Defaulted from Site
Note: Set the QP: Source System Code Profile to the source system lookup code of the
application from which the QP Setup or other application setup windows are called.
Values
QP: Oracle Pricing (and other source system lookup codes of related applications).
This profile option can be updated at the site and responsibility levels.
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Chapter 8 - Page 98
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Example
The following customer requirements need to be established when setting up the profile
options:
Modifiers created by the Trade Management application can only be changed by Trade
Management.
Modifiers created by Oracle Pricing and Order Management applications can be
interchangeably updated but not by other applications.
All other applications can update the modifiers of other applications except Trade
Management, Oracle Pricing and Order Management.
To accommodate these requirements, the value of the profile QP_SOURCE_SYSTEM_CODE
is set up as follows:
Site level: QP (default)
Trade Management: XXX
Oracle Pricing: YYY
Order Management: YYY (same as Oracle Pricing)
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Chapter 8 - Page 99
The default value should only be changed if the source of the pricing data is any application
other than Oracle Advanced Pricing. Set this to the source system lookup code of the
application which is interfacing the pricing data.
After Attribute Mapping Manger is installed, this profile can be set at Site, Application and
User level. The default value for this profile at the time of installation at the Site level is Oracle
Pricing. The seeded value of this profile for various applications is shown in the table below:
Application Name
Default Value
Site Level Profile Value
Oracle Pricing (QP)
All other Applications
Defaulted from Site
Note: Set the QP: Source System Code Profile to the source system lookup code of the
application from which the QP Setup or other application setup windows are called.
Values
QP: Oracle Pricing (and other source system lookup codes of related applications).
This profile option can be updated at the site and responsibility levels.
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Summary
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Diagnostics and
Troubleshooting
Chapter 9
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Diagnostics and Troubleshooting

Chapter 9 - Page 1
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Chapter 9 - Page 2
Objectives
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Chapter 9 - Page 3
Agenda
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Chapter 9 - Page 4
Overview of the Pricing Engine Request Viewer
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Pricing Engine Request Viewer

Historical data is maintained because the Pricing Engine Request Viewer window updates the
display information each time the pricing engine captures a new transaction. The latest
pricing request is displayed. Previous pricing requests are saved in Pricing tables.
End-to-End Process for the Pricing Engine Request Viewer
The following series of activities occur when a pricing call is made:
1. The calling application makes a call to the Build Attribute Mapping Rules package to
generate the attributes defined by the Attribute Mapping Function.
2. The calling application then calls the pricing engine with the attributes generated by
attributes mapping.
3. The pricing engine processes the request. Then searches for and evaluates eligible price list
and modifier lines.
4. If the profile option QP: Debug is set to Request Viewer On, then pricing engine inserts
records into the permanent pricing debug tables and generates a unique request ID, storing
the information from the calling application.
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Chapter 9 - Page 5
5. The pricing request information can then be viewed by querying the request in the Pricing
Engine Request Viewer from the OM Sales Order Pad or through the Pricing Manager
responsibility menu.
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Chapter 9 - Page 6
Setting Profile Options for Pricing Engine Request Viewer
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Setting Profile Options for Pricing Engine Request Viewer

To start the Pricing Engine Request viewer, set the profile QP: Debug to "Request Viewer On".
Alternately, select Request Viewer Off to turn the Request Viewer off. This profile option can
be updated at the user level.
The pricing engine request viewer is only active for the transactions of the user who set this
profile option; other users' transactions are not affected. The default value is set to Request
Viewer Off.
If the profile is set to "Request Viewer On, but the Debug Log is not visible in the Request
Viewer", then the Request Viewer captures pricing request details into the pricing debug
tables, but the debug log information is not written into the debug log table. The debug log text
file will be created.
QP: Set Request Name
Set the value of the profile option QP: Set Request Name to append the value of the profile
with Order ID to be stored in the Request Name field. The default value is Null.
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Chapter 9 - Page 7
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Using the Pricing Engine Request Viewer window, you can do the following:
View the controls passed by the calling application to the pricing engine such as Events,
Rounding Flag, Search and Calculate Flag, GSA Flag.
View price request line passed in by the calling application.
View which modifier lines the pricing engine applied or rejected for benefit adjustments
along with the details of the modifier line.
View the pricing, qualifiers, and product attributes passed to the pricing engine along with
the other data generated by the engine.
View the relationship between order lines for promotional modifiers, price breaks, and
service lines (OID, PRG, PBH, Service Items).
View the formula step values generated by the pricing engine used in formula calculation.
View and query fields in the Pricing Debug Log.
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Chapter 9 - Page 8
Using the Pricing Engine Request Viewer
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Using the Pricing Engine Request Viewer

From Order Management:
Order Management Super User, Vision Operations Responsibility
(N) Order, Returns > Sales Orders (M) Tools > Pricing Engine Request Viewer
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Chapter 9 - Page 9
Pricing Engine Request Viewer Window
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Regions in the Pricing Engine Request Viewer Window

The Pricing Engine Request Viewer window consists of the Pricing Engine Requests window,
Attributes window, Related Lines window, Formula Step Values window, and Debug Log
window.
The Pricing Engine Requests window consists of three regions: Requests region, Lines region
and Line Details region.
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Chapter 9 - Page 10
Agenda
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Chapter 9 - Page 11
Debug Log window
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Debug Log window

Maps to the qp_debug_text table.
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Chapter 9 - Page 12
Agenda
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Chapter 9 - Page 13
Pricing Engine Messages and Diagnosis
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Chapter 9 - Page 14
Summary
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Chapter 9 - Page 15
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Chapter 9 - Page 16

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

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Thorough knowledge of the Advanced Pricing general concepts.

Working experience with Oracle Advanced Pricing.

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DROP USER scott

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