Practice - Creating a Discount Modifier Using Qualifiers

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

Creating a Discount Modifier

Responsibility = Oracle Management Super User, Vision Operations

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

1. Navigate to the Define Modifier window.

2. (T) Main:
Modifier Type = Discount List
Number = SH-Discount 1
Active = Deselected (to start)
Automatic = Selected
Name = SH-Discount 1
Version =1
Start Date = Todays date
Description = 4
3. (B) List Qualifiers. Enter the following qualifiers:
Qualifier Context Qualifier Attribute Operator Value From
Customer Customer Name = Global Communications
Modifier List Price List = SH-Price List 4
4. (B) OK.
This action applies the qualifier to the modifier and modifier lines defined in the Modifiers Summary tab.
5. (T) Modifiers Summary tab:
Modifier Modifier Modifier Start/ Finish Pricing Phase Incompatibility Bucket
Number Level Type Dates Level
1 Line Discount Optional 10 List Line (blank) 1
Adjustment
6. (T) Discounts/Charges:
Application Method = Percent
Value = 5

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

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

Manual Apply
 Freight and Special Charge List Modifier

Add freight charges that are applied to the sales order total

Order Total > $500 Order Total < $500

10% 20%
Freight Freight
Charge Charge

Copyright 2007, Oracle. All rights reserved.

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

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

Defining the First Formula

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

1. Navigate to the Pricing Formulas window.

(N) Pricing > Pricing Formulas > Formulas Setup

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

Defining the Second Formula

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

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

(N) Pricing > Modifiers > Modifier Setup

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

9. (B) List Qualifiers.

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

13. (B) Line Qualifiers:

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

16. (T) Discounts/Charges.

Charge Name Application Method Value
Freight Costs Lumpsum 100

17. (B) Line Qualifier.

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

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

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

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

Charge Name Application Method Value

Handling Costs Lumpsum 50

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

Grouping Qualifier Qualifier Operator Value Value To
Number Context Attribute Precedence From
1 Volume Order Amount Defaults BETWEEN 10001 9999999
26. (B) OK.
27. (T) Main tab.
28. Select the Active check box.

29. (I) Save your work.

Creating a Sales Order Using the Freight and Special Charge Modifier

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

30. Navigate to the Sales Orders window.

(N) Orders, Returns > Sales Orders

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

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

38. Close the Charges window.

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

45. Save your work.

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

Modifier Level: Line

End Date: 31 Jan 2016

Product Attribute: Item Number

Product Attribute Value: DD-00010-0040-01
Volume Type: Item Quantity

Break Type: Recurring

Value From: 10
Application Method: Lumpsum
Value: 2

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

Explain New Selling Price

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

Modifier Level: Line

Product Attribute: Item Number

Product Attribute Value: DD-00030-0110-01

Volume Type: Item Quantity

Break Type: Recurring

UOM: Each

Value From: 3

Application Method: Lumpsum

Value: 1

Test Scenario
.
Explain New Selling Price
Quantity List Price Extended Amount Lump sum NEW Selling Price
100 30 3000 (100/3)=33---(33*1)=33 (3000-33)/100=29.67
Price Discounts for Customers Based on Volume of an Item on a Sales Order
How does one setup to price discounts for customers based on volume on an order?
For example.
Volume From Volume To Application Method Value
0 5 Percent 1
5 10 Percent 2
10 Percent 3

1. Create a modifier.
Modifier Type: Discount List
Modifier Number: SH Break
Select the Modifiers Summary tab.
Modifier Level: Group of Lines
Modifier Type : Price Break Header
Select Automatic to have the modifier applied automatically by the pricing engine.
Complete the following entries:
-- Pricing Phase: All Lines Adjustment
-- Bucket: (optional)
-- Break Type: Point
-- Volume Type=item quantity
-- Product Attribute = item number
-- Product Attribute Value = SH A
Select the Price Breaks tab.
Adjustment type: Discount

click on define details (button) and entered as follows:

Volume From Volume To Application Method Value
0 5 Percent 1
5 10 Percent 2
10 Percent 3
Run QP: Maintains the denormalized data in QP Qualifiers
Responsibility = Oracle Pricing Manager
Navigate to: Reports
Select 'single request' then 'OK'
Name: QP: Maintains the denormalized data in QP Qualifiers
Parameters:
Enter the list header id (low) by selecting the lowest value from the LOV (list of values).
This is the first value listed.
Enter the list header id (high) by selecting the lowest value from the LOV (list of values).
Click OK
Submit Request by clicking on the Submit button.
Defining Price List For Item SH A OR Put Item In Existing Price List
Test Scenario
Create a new sales order For Customer Elshayeb Cust

Enter Order Line

Unit Selling Price = 100

Save

Review Unit Selling Price = 98

To View Modifier Applied click on Action (button) and Select View Adjustment s
Because We Choose Group Line In The Modifier Line Level

If We Add Another Line The Price Breaks Is applied For All Lines

Save
Save

Book Order And Complete Your Cycle

Scenario Is Done