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Setting Up Price Lists for PRM

Brand owners can maintain and publish price lists for their products, so that partners can use them when creating special pricing requests. Brand owner administrators can create multiple price lists and can associate each account or partner organization with one of them. Multiple products can be assigned to a price list and given a specfic price

On a special pricing request, the customer price list determines the Manufacturer’s Suggested Retail Price (MSRP) of the products, and the owner partner price list determines the reseller purchase cost. Maintaining these prices in price lists streamlines administration and facilitates the special pricing process.

NOTE: Access to price lists is restricted to brand owner administrators who have the specific privilege of Manage PRM Access.

To create a price list

  1. In the upper-right corner of any page, click the Admin global link.
  2. In the Content Management section, click Content Management.
  3. In the Product Catalog section, click Price Lists.
  4. On the Price List page, do one of the following:
    • To add a price list, click New.
    • To update price list information, click Edit for the required record.

      NOTE: To limit the records displayed on this page, click the menu in the title bar, and change the selection. The list contains the standard lists distributed with Oracle CRM On Demand along with the lists that you or your managers created.

  5. On the Price List Edit page, complete the information.

The following table describes the field information for price lists. A company administrator can add, relabel, or delete fields, so the fields you see might differ from those in this table.

Field

Description

Key Price List Information

Price List Name

The name of the price list.

Effective From

The date that begins the effective period during which the indicated price list is valid.

Effective To

The date that ends the effective period during which the indicated price list is valid. If this field is empty, then the price list is effective indefinitely.

Type

The type of price list. The valid values are: DIST COST and MSRP.

DIST COST contains the distributors’ costs, which are the original stocking costs that the partner or reseller must pay to purchase products from the brand owner.

MSRP contains the Manufacturer’s Suggested Retail Prices, which are the prices that the brand owner recommends for products sold to customers.

New price list types can be added through customization. However, the values provided by default must not be changed. If they are changed, then the corresponding fields on the special pricing requests will not be populated using the price lists.

Status

The current status of the price list (In Progress or Published). The default value for all new price lists is In Progress. When a price list can be made available to users, change its status to Published.

Currency

The type of currency used by the price list. All prices in a price list are in the same currency, which is defined when the price list is created. On saving the new price list record, this field becomes read-only and further updates to the record are not allowed.

Additional Information

Created

The name of the person who created the price list, as well as the date and time when the price list was created.

Modified

The name of the person who last modified the price list, as well as the date and time when the price list was most recently modified.

Description

Additional information about the price list. This field has a limit of 2,000 characters.

Publishing Price Lists

After a price list has been updated by the administrator, it can be published to users and used when creating special pricing requests.

To publish a price list

  1. Select a price list that you want to publish from the Price Lists section of the Content Management administration area.

    For information on selecting special pricing requests, see Finding Records.

  2. On the Price List Detail page, click Edit.
  3. On the Price List Edit page, choose Published from the Status menu.
  4. Click Save.

When you change the status to Published, the following occurs:

  • The price list becomes available for selection on the price list pick applet and can be associated with an account or partner organization.
  • If the price list has been associated with a customer or partner on a special pricing request, then upon creation of each special pricing product, the price list is used to populate the Manufacturer’s Suggested Retail Price (MSRP) and the partner Purchase Cost.
  • On the special pricing request, the End Customer Price List is used for the former and the Owner Partner Price List for the latter. The following conditions should also be met:
    • The Price List associated with the End Customer is of type 'MSRP' and the Price List associated with the Owner Partner is of type ‘DIST COST’.
    • The status of this Price List is 'Published'.
    • The Product that is added on the special pricing request exists on this Price List.
    • The Start Date of the special pricing request falls between the Effective From/To dates of the Price List (and the Price List Line Item).

Adding Price List Line Items

After creating a price list you add products to it. Each price list can contain multiple products, but a single product can be listed only once.

To add a product to a price list

  1. On the Price List list page, click a price list name.
  2. On the Price List detail page, click Add in the Price List Line Item section.
  3. On the Price List Line Item Edit page, complete the information.

Note: You can also access the Price List Line Item Edit page from a Product Edit page.

The following table describes the field information for price list line items. A company administrator can add, relabel, or delete fields, so the fields you see might differ from those in this table.

Field

Description

Key Price List Information

Price List

The name of the price list.

Product

Select the product for the price list line item.

Effective From

The date that begins the effective period during which the indicated price list is valid. This date must be within the price lists Effective From and Effective To dates.

Effective To

The date that ends the effective period during which the indicated price list is valid. If this field is empty, then the price list is effective indefinitely.

Price Type

Denotes the type of the price (such as Standard, Recurring, and so on). This field is available for future use. The current default value is Standard.

List Price

The price for the line item during the indicated effective period.

Additional Information

Created

The name of the person who created the price list, as well as the date and time when the price list was created.

Modified

The name of the person who last modified the price list, as well as the date and time when the price list was most recently modified.

Description

Additional information about the price list. This field has a limit of 2,000 characters.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.