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Oracle Advanced Pricing Features
Oracle Advanced Pricing Features
Oracle Advanced Pricing Features
The following is a summarized list of Oracle Advanced Pricing features supported by Oracle Applications:
Qualifiers
Qualifiers determine who is eligible for a modifier. Qualifiers and qualifier groups can be linked
to price lists and modifiers to define rules for who can receive a particular price, discount,
promotion, or benefit. They can assign discounts and promotions to:
■ Specific customers
■ Customer groups
■ Order types
■ Order amount
Qualifier Groups
Qualifier groups enable you to define multiple qualifiers relationships in preparation for
association with either price lists or modifiers. You can save these qualifier groups and copy
them to one or more price lists and modifiers.
Modifiers
The term modifier is essentially synonymous with the term adjustment. Modifiers are pricing
actions that, when applied to a transaction, adjust the selling price up or down. The specific
action that a modifier takes is defined by its type. In Oracle Advanced Pricing, a modifier has
two levels of functionality that define its action: a list type and a line type. A modifier list type
enables you to define behavior = characteristics that are common to all lines, that enables you
to define a modifier with several different lines, each line representing a specific pricing action.
The following are the modifier list types supported in Oracle Advanced Pricing:
■ Discount
■ Surcharge
■ Freight/Special Charges
■ Promotion
■ Deal
For each list type that you define, you can associate certain line types. The available line types
are:
■ Discount: Creates a negative price adjustment.
■ Surcharge: Creates a positive price adjustment.
■ Freight charge: Creates a freight charge.
■ Item upgrade: Replaces a specific item ordered with another item for the same price.
■ Terms Substitution: Replaces freight charges, shipping charges, and payment terms with
more favorable charges.
■ Other item discount: 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.
■ Promotional goods: Adds a new item with a price adjustment or benefit when the customer
orders one or more other items on the same order.
■ Coupon issue: Issues a coupon on one order for the customer to redeem for a price
adjustment or benefit on a later order.
■ Price Break: Applies a variable discount or surcharge price adjustment to a pricing request
based meeting the condition of a break type. You can use both point and range type breaks.
Not all line types can be used with all list types. See the Oracle Advanced Pricing
User’s Guide for a listing of valid modifier list and line type combinations.
You can define a modifier that the pricing engine automatically applies, or you can manually
enter a modifier. With proper setup, modifiers can be defined as manual or overridable.
Modifiers can be used to compute price breaks. You can define breaks at the line level to be
computed as percent, amount, or fixed price. Both point and range breaks are supported.
When using freight and special charges, you set up freight and special charges as pricing
modifiers. The pricing engine applies the qualified freight and special charges to order lines.
You can view the application of freight and special charges to orders. Oracle Order
Management captures costs at shipping and converts them to charges. Freight and special
charges appear on invoices.
With Oracle Advanced Pricing, the full functionality of qualifier rules can be used to determine
which orders should have freight and logistics charges applied to them, and to exclude certain
orders from having charges. Additionally, formulas can be used to mark freight charges up or
down before they are placed on the order.
Attribute Mapping
Oracle Advanced Pricing enables you to refer to data sources and attributes that are not seeded
in the delivered product. This capability is called attribute mapping.
Pricing Security
Oracle Advanced Pricing provides an additional level of security called "pricing security" to
enhance the existing functional security. Pricing security enables you to restrict pricing activities
such as updating and viewing pricing entities to users granted specific access privileges.
Get_Custom_Price API
Oracle Advanced Pricing provides an API that enables the pricing engine to execute user
supplied code to obtain a price, as an alternative to housing the price in a price list or in a
formula. This gives you the capability to obtain a starting or beginning list price from sources
that are outside Oracle Advanced Pricing’s tables, yet are accessible to code that you write.
The Get_Custom_Price is called by the pricing engine while evaluating a formula that contains a
formula line (step) of type Function.
PTE (Pricing Transaction Entity )
Default: Order Fulfillment ; Required
A Pricing Transaction Entity (PTE) is an ordering structure that has associated Request Types
and Source Systems. Request Types and Source Systems in the same PTE share pricing setup
data. Additional Source System and Request Types can be added to existing PTE's.
There are very rare instances where it is necessary to create a new PTE. A new PTE needs to
be created only if the new request type uses a different ordering structure and a different set of
source systems that is not already predefined.
Pricing Security
Oracle Advanced Pricing provides pricing security in addition to the existing functional security.
Pricing security enables you to grant privileges that control users’ access to pricing entities such
as price lists, pricing agreements, and modifiers.
During implementation, the Oracle Pricing Administrator can set up pricing security for pricing
entities as follows:
■ Assign or reassign pricing entities to operating units.
■ Set Global Usage to share or not share a pricing entity across operating units.
■ Assign privileges to pricing entities to control who (the Grantee) can view or maintain the
specified entity.
■ Set up default security profile options that set the access privileges for new pricing entities.