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OracleAppsOrderManagementOverviewofPriceLists|OracleApps
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OracleAppsOrderManagementOverviewofPriceLists
Pricelistsareessentialtoorderingproductsbecauseeachitementeredonanordermust
haveaprice.Eachpricelistcontainsbasiclistinformationandoneormorepricinglines,
price breaks, pricing attributes, qualifiers, and secondary price lists. Basic information
includes the price list name, effective dates, currency, pricing controls, rounding factor,
andshippingdefaultssuchasfreighttermsandfreightcarrier.

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CONTENTS

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Note: You can only view or update a price list in your pricing transaction entity. The
profile QP: Pricing Transaction Entity must match the pricing transaction entity of the
pricelist.Youcanonlyvieworupdateapricelistinyoursourcesystem.TheprofileQP:
SourceSystemCodemustmatchthesourcesystemofthepricelist.Otherwise,theprice
listisviewonly.TheprofileoptionQP:SellingPriceRoundingOptionsaffectstherounding
of adjustments. For more information on this and other profile options, see: Oracle
AdvancedPricingImplementationManual,ProfileOptions.
EffectiveDates
Pricelistscanhavestartingandendingdates.Thisallowsyoutopreparepricelistsahead
ofwhentheyarevalidandtoensuretheywillnotbeuseduntiltheirstartdates.
InactivePriceLists
You can temporarily or permanently inactivate a price list using the Active check box.
Onceapricelistisinactivated,youcanstilldothefollowing:
Querytheinactivepricelist: In query mode, the check box is enabled, but the
underlying value is null. To retrieve only inactive price lists, unable the check
box to retrieve only price lists that are active, unable the check box, then
selectit.

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Updateit.
Baseaformulaonaninactivepricelist.
Note: The pricing engine does select inactive price lists when doing a pricing
request. Other applications can call an inactive price list and use relevant
information.
PriceListCurrency
If you have international sales, you can record transactions in different currencies by
definingapricelistforeachcurrency.Afterenteringthecurrencyforanorderorreturn,
youmustchooseapricelistinthesamecurrency.

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RoundingFactor
Youcandefinethenumberofplacestotherightorleftofthedecimalpointtowhichthe
pricingengineroundspricesfrompricelistsandmodifiersfrommodifierlists:
anegativeroundingnumbersuchas3roundsthenumberofcharacterstothe
right of the decimal point. For example, a rounding factor of 3 indicates
roundingtothenearestthousandsso1.1445roundsto1.145.
apositiveroundingnumbersuchas+2roundsthenumberofcharacterstothe
leftofthedecimalpoint.Aroundingfactorof2indicatesroundingtothenearest
hundredsso107roundsto100.

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Ifyouenterzero,youaffectnothing
Note.: You can limit the rounding factor value by the number of positions you
specify in the extended precision format of the price list's currency. For more
information, see Oracle Advanced Pricing Implementation Manual, Profile Options
QP_UNIT_PRICE_PRECISION_TYPE.

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SecondaryPriceLists

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The pricing engine uses secondary price lists when it cannot determine the price for an
itemusingthepricelistassignedtoanorder.Primaryandsecondarypricelistshavethe
samecurrency.
If the item that you are ordering an item is not in the primary price list, the pricing
engineusesthehighestprecedencesecondarypricelist(thesecondarypricelistwiththe
lowestvaluefortheprecedencefield).
Ifanitemappearsonboththeprimaryandasecondarypricelistwiththesameeffective
dates,thepricingengineusestheprimarypricelisttopricetheitem.Ifanitemappears
ontheprimarypricelistbutisnotactive(theeffectiveenddatehaspassed),thepricing
engineusesthepriceonthesecondarypricelist.
AgreementPriceLists
Oracle Advanced Pricing allows you to establish agreements with your customers that
definetheprices,paymentterms,andfreighttermsthatyounegotiate.
Therearetwomethodsbywhichyoucanmanageagreements:
Standardagreementswhichusestandardpricelists(PRL)
Pricingagreementswhichuseagreementpricelists(AGR)
DefiningPriceLists
Price lists contain item and item category prices. You can define and maintain multiple
pricelists.
Youcandefinethefollowingtypesofpricesonpricelists:
Unitprice:Afixedprice.
PercentPrice:Apricewhichisapercentofthepriceofanotheritem.
Formula: Multiple pricing entities and constant values related by arithmetic
operators. For example, you define the price of an item to be a percentage
priceofanotherpricelistline.
Price Break: If the price of an item varies with the quantity ordered, you can
define bracket pricing or price breaks. The following table illustrates a price
break:
Table:PriceBreaks
Attribute

Value

ValueFrom ValueTo Price

ItemNumber A11111 1

11

50

ItemNumber A11111 12

<all9's> 45

Therearetwotypesofpricebreaks:
Point:Thepricingengineretrievestheabsolutepricethatbracketsthe
attribute.
Range: The pricing engine computes the price based on the range of
price breaks defined, starting from the lowest value of the price
relatedtotheattribute.
YoumustenterbothValueFromandValueTo.Tocreatenoupperlimit,enterall
9's in Value To. You cannot overlap ranges between the price ranges of price
break for example, if one price range is from 1 to 11, you cannot have another
pricerangethatis5to20.
Ifyoudefineapricebreakforanitemcategory,alltheitemswithinthecategory
areeligibleforthepricebreak.
QualifierGroupingNumberOptions
You can attach both qualifiers and qualifier groups to price list lines. When you attach
qualifiergroups,youareattachingallofthequalifiersinthequalifiergroup.Thequalifier
grouping number is important when you attach multiple qualifiers because it indicates to
thepricingenginehowtoevaluatethequalifiers:
Qualifiers with the same grouping number are evaluated as a boolean AND
condition(anentitymustmeetalloftheconditionstoqualify).
Qualifiers with different grouping numbers are evaluated as a boolean OR
condition(anentitymustmeetoneoftheconditionstoqualify).
Before you attach multiple qualifier groups, you must indicate how the process should
coordinate the grouping numbers. You select one of the following grouping number
options:
Retain Grouping Numbers Across Qualifier Groups: The grouping numbers of
eachattachedqualifierremainsasitappearsinitsqualifiergroup.Inthiscase,
the collection of attached qualifiers does not mirror the AND and OR
combinationswithineachoftheoriginalqualifiergroups.
Generate Unique Grouping Numbers Across Qualifier Groups: The process
maintains the AND and OR combinations within each of the original qualifier
groups and then create OR conditions between the groups. It attaches the first
qualifier group with grouping numbers as is, then finds the highest grouping
numberused,increasesitbyone,andincreasesallofthegroupingnumbersof
the second group by this number. It attaches subsequent groups in the same
manner,usingthehighestgroupingnumberusedbythejustpreviouslyattached
group.
Both: If you attach qualifiers using one option and then reaccess the window
and attach additional qualifiers using the other option, the second round
qualifiersattachdifferentlydependingontheoption.Ifthesecondroundoption
isRetainGroupingNumbersAcrossQualifierGroups,theprocessattachesthose
qualifiers among the already existing qualifiers. If the second round option is
GenerateUniqueGroupingNumbersAcrossQualifierGroups,theprocessbegins

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attachinggroupsusinggroupingnumbersincrementedfromthehighestexisting
groupingnumber.
Several tables that follow show how the process sets the grouping numbers
when you use each option. The following table shows the sample qualifier
groups for these examples and, after the table, the text clarifies how to
translatethetableinformationintoqualifierlogic:
Table:SelectedQualifierGroups
QualifierGroup Qualifier QualifierGroupingNumber
G1

Q1

G1

Q2

G1

Q3

G1

Q4

Null

Null

Null

G2

Q5

G2

Q6

G2

Q7

Null

Null

Null

G3

Q8

G3

Q9

G3

Q10

The grouping numbers within group G1, for example, create the qualification that the
entityqualifiesifitmeetsconditionQ1OR(conditionQ2ANDconditionQ3)ORcondition
Q4.
The following table shows the results of combining the sample qualifier groups using the
option Retain Grouping Numbers Across Qualifier Groups. The table emphasizes the
combination of qualifiers from different qualifier groups into the same qualifier grouping
number:
Table:Option:RetainGroupingNumbersAcrossQualifierGroups
QualifierGroup Qualifier QualifierGroupingNumber
G1

Q1

G2

Q5

G2

Q6

G2

Q7

G3

Q8

Null

Null

Null

G1

Q2

G1

Q3

G3

Q9

Null

Null

Null

G1

Q4

G3

Q10

The following table shows the results of combining the sample qualifier groups using the
optionGenerateUniqueGroupingNumbersAcrossQualifierGroups.Thetableemphasizes
thepreservationofeachqualifiergroupwithrecalculationofqualifiergroupingnumbers:
Table:Option:GenerateUniqueGroupingNumbersAcrossQualifierGroups
QualifierGroup Qualifier QualifierGroupingNumber
G1

Q1

G1

Q2

G1

Q3

G1

Q4

Null

Null

Null

G2

Q5

4(3+1)

G2

Q6

4(3+1)

G2

Q7

4(3+1)

Null

Null

Null

G3

Q8

5(4+1)

G3

Q9

6(4+2)

G3

Q10

7(4+3)

CREATINGAPRICELIST

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Tocreateapricelist:
1. NavigatetothePriceListswindow.
2. EnterapricelistName.
3. Select the Mobile Download box if you are using an Oracle Mobile application and
wanttodownloadspecificpricelistsontoamobiledevicesuchasalaptopcomputer
orhandhelpscanningdevice.

ThedefaultvalueisNo(disabled).
4. Determinethestatusofthepricelist:
Inactive:Activeboxiscleared.
Active:Activeboxisselected.
Note: When in initiating query mode functionality within the Price list
window, the Active box will appear selected (checked) but the underlying
value is Null. If you wish to query for price lists that are active, you must
firstdeselecttheActivebox,thenreselectit.
5. EnteradescriptionofthepricelistinDescription.
6. EnterthepricelistcurrencyinCurrency.
7. EnteraroundingfactortobeappliedtothepricelistinRoundTo.

A positive number indicates number of places to the left of the decimal point a
negativenumberindicatesnumberofplacestotherightofthedecimalpoint.The
default is 2. The Round To value entered in the price list is used to store the
roundedvalueforstoringandtheprecisiontypefordisplayinglistprice.
OraclePricingroundsthebasepriceandalldiscountamountsbeforeusingthemin
calculations.
Note: The Round To value in the Price Lists window cannot be updated if the
profileoptionQP:UnitPricePrecisionTypeissettoEnforceCurrencyPrecision.
The following example provides different scenarios different values display for
pricelistdependingonhowtheprofileoptionisset.Assumethepricelistprice=
6.15andmarkupchange=1.52%,withtheresult=6.24348
Table:RoundingExample
Profile
Option:
Blank
(Default)

Prices

Profile Option:
Profile
Option: Enforce
Enforce Price List Currency
RoundingFactor
Precision

Round To value from 2

Price List window (see
rowonright).

ListPrice

6.15

6.15

6.15

Markup

1.52%

1.52%

1.52%

ListPrice(new)

6.24348

6.24

6.2435

Forexample,aroundingfactorof2andacurrencyprecisionof5,woulddisplay
thefollowingresults:
115.24000
9.23000
100.00000
RoundingConsiderations
The following description explains the different settings for the profile option QP:
Price Rounding and how it affects price list rounding. Typically, this profile option
value is set by your System Administrator. The following descriptions explain the
theavailablesettingsfortheprofileoption:
Blank(Default):
Nolimitisimposedonthenumberofplacesthatcanbeentered
onthepricelistafterthedecimalpoint.
Thevalueforapricelistlineisnotrounded.
The list price that displays will not be rounded by either
CurrencyPrecisionortheRoundTovalue.
Staticformulacalculationresultswillnotberounded.
TheRoundTovaluespecifiedforthepricelistroundsthepricing
engineresults.
Enforce Price List Rounding factor: If this option is selected, the value
enteredintheRoundTofieldofthePriceListswindowisusedto:
Roundthevalueonthepricelistline.
Roundthepricingenginecalculationresults.
Calculatetheresultsforstaticformulacalculations.
Enforce Currency Precision: The currency precision setting determines
how the list price displays. If the profile option has been set to Enforce
CurrencyPrecisionthen a Round To value cannot be entered in the Price
Listwindow.
Instead the Rounding To value defaults from the profile QP: Unit Price
Precision Type (either Standard/Extended precision) for the price list

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currency.Thedecimalplacesthatdisplayforthelistpriceisdeterminedby
theCurrencyPrecisionsetting.
Formoreinformationontheseprofileoptionsandtheireffectonrounding,
see:OracleOrderManagementImplementationManual,ProfileOptions.
8. Enter the starting and ending effectivity dates of this price list in Effective
Dates.
TheStartDatedefaultstothecurrentdate.
9. EnterdefaultPaymentTerms.
10. EnterdefaultFreightTerms.
11. EnteradefaultFreightCarrierfield.
12. EnteranyComments.
13. NavigatetotheListLinesregion.

Complete the remaining steps for each price list line that you want to
create.
14. TheProductContextisalwaysItem.
15. SelectItemNumber,ItemCategory,orAllItemsinProductAttributefield.
16. DependingonthevalueofProductAttribute,selectanitemnumberoranitem
categoryfortheProductValue.
17. SelectaunitofmeasureinUOMfield.
18. Select the Primary UOM box if this price list line uom is the primary pricing
unitofmeasurefortheitem.

Note: Oracle Pricing uses the primary pricing unit of measure and the
Oracle Inventory unit of measure conversion information to price an order
whoseunitofmeasuredoesnothaveapricelistline.Forexample,aprice
list has two price list lines for item A11111, one with unit of measure EA
theprimaryUOMandoneforcases(CS).Whenthepricingenginereceives
anorderinunitofmeasureCS,itaccessestheunitofmeasureconversion
tablestoconvertCStoEA.
19. SelectApplicationMethod.
Use the Unit Price for inventory items and either the Unit Price or Percent
Priceforserviceitems
20. EnterValueandFormulaasfollows:
Forinventoryitems,enterthebaselistpriceoftheiteminValue.
For service items, enter a value in the Value field. If Application
Method is Unit Price, enter the base list price of the item. If
Application Method is Percent Price, enter a percent of another
item'sprice.
Enter the name of a previously defined static formula in Static
Formula.
If you enter a static formula, you must submit the concurrent
programUpdateFormulaPrice'stocalculatethevalue.Theresultof
thecalculationchangesthevalueofValue.
21. Enter the starting and ending effectivity dates of this price list line in Start
DateandEndDate.
The dates should be within the start and end effectivity dates of the price
list.
22. EnteranumericvalueinPrecedencethisistheproductprecedence.
When the pricing engine is trying to locate a price, it uses the lowest
precedence numeric value to resolve conflicts when it selects more than
onepricelistlinefromapricelist.
23. Saveyourwork
Todefinepricingattributes:
1. SelectthePricingAttributesbuttonintheListLinesregion.
2. EnteraPricingContext.
3. EnterapricingattributeinPricingAttribute.
4. Select=orBETWEENforOperator.
5. EnterValueFrom.
6. IfOperatorisBETWEEN,enterValueTo.
7. Saveyourwork.

Note: The pricing attributes are joined as AND conditions since they apply
toonepricelistline.
Todefinesecondarypricelists:
1. NavigatetotheSecondaryPriceListsregion.

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2. SelectapricelistinSecondaryPricelist.
3. Saveyourwork.

Todeletepricelistinformation:
You cannot delete price lists, price list lines, or pricing attributes. To make price
list or price list lines ineffective, change the effective dates. To make pricing
attributesineffective,makethepricelistlineineffective.
CREATINGAGSAPRICELIST
GSA Price List enables you to define a GSA Price List for your GSA customers. The GSA
PriceListactuallyusesthemodifiersformandusesthenewprice.Youcreateadiscount
thatadjuststhebasepriceoftheitemtotheGSAprice.
YoucansetupmultipleGSApriceliststhatareeffectiveduringthesametimeperiod.
TocreateaGSApricelist:
1. NavigatetotheDefineModifierDefineGSAPricewindow.
TheDefineModifierDefineGSAPricewindowdisplays.
Note:GSAPriceListactuallyusestheDefineModifierswindowtosetupyourGSA
prices.
2. IntheMaintabbedregion,enterDiscountListinModifierListType.
3. EnterthemodifierlistnumberinNumber.
4. EntermodifierlistnameinName.
5. EnterCurrency.

Pricingappliesmodifierstosalesordersofthesamecurrency.
6. EnterthestartdateandenddateduringwhichtheGSApricelistiseffective.
7. EnteradescriptionoftheGSApricelistinDescription.
8. In the Modifiers Summary tabbed region, enter a modifier number as an identifier
fortheGSApricelist.

TheLeveldefaultstoLineandtheModifierTypedefaultstodiscount.
9. EnterthestartdateandenddateofthisGSApricelistline.
Note:TheStartandEndDatesonthediscountlinemustbebetweenthestartdate
and end date of the GSA price list. Pricing uses the discount line dates to
determineifthislineiseffective.
10. PhasedefaultstoListLineAdjustment.
11. IncompatibilitydefaultstoExclusive.
12. Bucketdefaultsto1.
13. EnterItemNumberinProductAttribute.
14. EntertheitemnumberinProductAttributeValue.
15. EnterPrecedence.
16. Entertheitemunitofmeasure.

The Application Method defaults to New price in the Discounts/Charges tabbed

region.
17. EntertheitempriceinValue.
18. Saveyourwork.

TocreateGSAlistqualifiers:
YoucanattachmultipleGSAcustomersasqualifierstoaGSAPriceList.
Note: You can only attach customers only at the list level. You cannot assign line level
qualifiers.
1. SelectListQualifiers.
Refertosteps2through8ifyouwanttoqualifytheGSAprice.
2. EnterGroupingNumber.
Note: Since Qualifier Context is Customer, make OR conditions by creating each
qualifierwithadifferentgroupingnumber.
3. QualifierContextdefaultstoCustomer.
4. QualifierAttributedefaultstoCustomerName.

Precedencedefaultsfromtheitemsegmentofthedescriptiveflexfield.
5. EnterOperator.
6. EntercustomernameinValueFrom.
7. Enterstartdateandenddateforthecustomer.

Note: The start and end dates of the list qualifiers must be within the start and
enddateofthemodifierlist.
8. Saveyourwork.

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Warning GSA behavior is affected if the Qualifier flexfield sequence for
GSAqualifierischangedintheflexfieldsetup.
COPYINGAPRICELIST
Usethisproceduretocreateanewpricelistoradditemstoanexistingpricelist.
Note:Thisfunctioncanbeperformedoneffectivepricelistsonly.
Tocopyapricelist:
1. NavigatetotheCopyPriceListwindow.
TheCopyPriceListwindowdisplays.
2. NavigatetotheCopyFromtabbedregion.
3. Selectthepricelistyouwanttocopy.

CurrencyandDescriptiondisplay.
Refertosteps4through5toselecttheitemsthatyouwantaddedtothepricelist.
Skipsteps4and5ifyouwanttocopyallpricelistlines.
4. Optionally,enterarangeofitemstoadd.
Note: You cannot use wild cards when you specify the beginning and ending item
numbers.
5. Select an item category and item category set to limit the items to add.When you
additemsfromanitemcategory,theprocessaddsallitemsoftheitemcategoryto
thepricelistitdoesnotaddtheitemcategoryitself.
Note: You must enter both Item Category Set and Item Category for this criteria
tobeeffective.
6. SelectIncludeDiscountstoinstructtheprocesstocopydiscounts.
7. Select Retain Effective Dates to instruct the process to copy the effective dates of
pricelistlines.

Note: The process does not copy the effective dates of the price list header. You
specifytheeffectivedatesforthenewpricelist.
8. NavigatetotheCopyTotabbedregion.
9. Youcancopytoanewpricelistoranexistingpricelist.

Refer to steps 10 through 12, and 14 for new price lists and steps 13 through 14
forexistingpricelists.
10. EntertheNameofthenewpricelist.
11. EntertheDescriptionofthenewpricelist.
12. EntertheEffectiveDatesofthenewpricelist.
13. Selectanexistingpricelist.

TheDescriptionandEffectiveDatesdisplays.
14. SelecttheSubmitbutton.
ADJUSTINGAPRICELIST
Toadjustapricelist:
1. NavigatetotheAdjustPriceListwindow.
TheAdjustPriceListwindowdisplays
2. Selectthepricelistyouwanttoadjust.CurrencyandDescriptionwilldefault.
Refer to steps 3 through 6 to select the items that you want to adjust on a price
list.
Enterarangeofitemstoadjust.
Note: You cannot use wild cards when you specify the beginning and ending item
numbers.
3. Selectanitemcategoryanditemcategorysettolimittheitemstoadjust.Whenyou
select items from an item category, the process adjusts all items of the item
categorywithinthepricelist.
Note: You must enter both Item Category Set and Item Category for this criteria
tobeeffective.
4. Enteranitemstatustolimittheitemstoadjust.
5. Enter a creation date to limit the items to adjust. Pricing adjusts only the items
addedtothepricelistonthatdate.
6. SelectPercentorAmountforAdjustBy,asfollows:

Percent: The process increases or decreases value in the Price List by a

percentage.
EnterthepercentageintheValuefield.
Amount: The process increases or decreases value in the Price List by a
fixedamount.
EnterthefixedamountintheValuefield.
7. SelecttheSubmitbutton.TherequestIDisdisplayedintheRequestIDfield.
ADDINGITEMSTOAPRICELIST

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Prerequisite
Youmustfirstdefineapricelistheader.
Note: : Pricing submits a concurrent process when you add inventory items. The
concurrentprocessonlyaddsnewitemstoapricelistitdoesnotreplaceexistingitems,
eveniftheexistingitemsareineffective.
Toadditemstoapricelist:
1. NavigatetotheAddItemstoPriceListwindow.
TheAddItemstoPriceListwindowdisplays.
2. Selectthepricelisttoadditems.
Performanyorallofsteps35belowtoselecttheitemsthatyouwantaddedtotheprice
list.
3. Enterarangeofitemstoadd.
Note: You cannot use wild cards when you specify the beginning and ending item
numbers.
4. Select an item category and item category set to limit the items to add.When you
additemsfromanitemcategory,theprocessaddsallitemsoftheitemcategoryto
thepricelistitdoesnotaddtheitemcategoryitself.
Note: You us enter both Item Category Set and Item Category for this criteria to
beeffective.
5. Enteranitemstatustolimittheitemstoadd.
6. SelectSetListPriceEqualtoCostFromcheckifyouhaveOracleInventoryinstalled
andyouwanttosetthelistpriceoftheinventoryitemequaltoitscost.

Note: The list price becomes zero if you clear the List Price Equal to Cost From
andtheInventoryOrganizationdoesnotusethestandardcostingmethod.
7. Enter Inventory Organization to indicate which organization to get the cost from if
youaresettingthepriceequaltocost.
If you do not specify an organization, the process uses the organization specified in the
profileoptionQP:OrganizationID.
8. SelecttheSubmitbutton.
TherequestIDdisplaysintheRequestIDfield.
QUERYINGPRICELISTLINES
Whenqueryingpricelistlines,usetheFindPriceListLinesquerywindowtofindpricelist
lineswithinaspecificpricelist.Tocreateanewquery,entertherelevantsearchcriteria
suchastheproductattributecontext,productattribute(forexample,ItemNumber),and
product attribute value (for example, Product A), and click Find to retrieve the price list
linesthatmatchyoursearchcriteria.
Toquerypricelistlines:
1. DisplaythepricelistinthePriceListswindow.
2. From a price list line in the Price Lists window, click the Find icon to display the
FindPriceListLineswindow.
3. Enteronlythecriteriarequiredforyoursearch:

SelectaProductAttributeContextsuchasItem.
EnteraProductAttributefortheContextsuchasItemNumber.
EnteraProductAttributeValuesuchasaspecificItemNumber.
4. ClickFindtodisplaytheresultsofyourquery.

Note: To clear existing search criteria, click Clear in the Find Price List Lines
window.

PostedbyVenkatatFriday,September06,2013

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Disclaimer:OpinionsexpressedinthisblogareentirelymyownanddonotreflectthepositionofmyEmployer,OracleCorp.oranyothercorporation.Iam
NOTresponsibleforanydamagesinwhateverformcausedbytheusageofthecontentofthisblog.Icreatedthisblogtosharemyknowledge,especiallywith
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