PeopleSoft Enterprise Pricer 9.1 for CRM PeopleBook

Creating Price Rules

This chapter provides an overview of price rules and discusses how to set up price rules.

Understanding Price Rules

This section discusses:

Price rules.
Price rule conditions.
Price rule formulas.
Price rule setup examples.

Price Rules

A price rule defines the conditions of the transaction that must be met before the adjustments are applied to the base price and the recurring price. The price rule is made up of one or more price conditions and one or more price formulas. A price condition defines the set of circumstances that make a price rule applicable to a transaction. A price formula defines the actions that occur when the pricing conditions are met.

PeopleSoft Enterprise CRM provides an advanced search capability for looking up existing price rules by rule conditions.

Price Rule Conditions

Enterprise Pricer supports the definition of price rule conditions in two modes: basic and advanced. Basic mode enables you to create price rules using the And operator. Advanced mode enables you to create more complex conditions. You can use the Or operator, in addition to the And operator. Advanced mode enables you to enter the valid values directly for the price by fields without having to go through the search or prompt page for the field.

Adding Price Rule Conditions in Basic Mode

To add a price rule condition in basic mode:

Add a new price rule for the selected setID. On the Conditions page that appears, select basic mode by clicking the Change to Basic mode link.

The transaction for which this rule is created is Order Capture. This transaction determines the valid price-by field names available for the conditions.
Enter a long and a short and description for the price rule.
Add a rule condition by first selecting a price-by key field in the Rule Conditions group box.

Choose the transaction field that you want to price by. For example, if you want this rule to apply to every order in a particular business unit, select Business Unit.
Click the Search Push Button to select values for the corresponding field.

When you click the Search Push Button, the system transfers you to a page from which you can search for and select valid values for the field name that you select. For example, if you selected Business Unit as a price-by key field, then you would get a list of business units to choose from. Values that were previously selected for the condition automatically appear as selected. You can restrict the search further by entering additional search data in the fields provided at the top of the page and clicking the Search button. Select one or more values that you want to apply to the rule condition and click OK.

The condition appears in the Rule Definition section. The system displays the rule definition based on the last condition that you built. If you are updating an existing condition, you may need to click the Build Rule Definition button to have the system rebuild the entire price rule condition.

Enter all the conditions needed for the rule.
Update the status of the rule to an appropriate value. Typically, set it to Ready to Test to be tested later. A price rule supports these values:

Pending: Price rule is incomplete.

Deployed: Price rule is currently in use for pricing in the pricing system.

Ready to Test: Price rule is complete but can be used by the simulator only, not for pricing calculations.

Inactive: Price rule is no longer active. Use to inactivate a rule that was previously in use.
Save the change.

Adding Price Rule Conditions in Advanced Mode

To add a price rule condition in advanced mode:

Add a new price rule for the selected setID. The Conditions page appears in the advanced mode by default.

The transaction for which this rule is created is Order Capture. This transaction determines the valid price-by field names available for the conditions.
Enter a long and a short and description for the price rule.
Add a rule condition by first selecting a price-by key field in the Rule Conditions group box.

You may enter multiple fields by inserting a new row for each new field name.
Enter the field name values directly in the Identifier field, or click the Search Push Button to find desired values.

Enter multiple values by separating the values with commas. Alternatively, you can click the Search Push Button. The system transfers you to a page from which you can search and select valid values for the field name that you selected for the condition. Values that were already selected for the condition automatically appear as selected. You can further restrict the search by entering additional search data in the fields provided on top of the page and clicking the Search button. Select the fields that you want to apply to the rule condition and click OK.

The field name and value conditions defined in the Rule Conditions section appear in the Combined Conditions section. The individual rows in the Combined Conditions section serve as a foundation for you to create more complex conditions.
To create a combined condition with two individual conditions, select the conditions in the Combined Conditions section and a desired operator (And or Or ) to combine them.
Click the Build Rule Definition button to create the advanced price rule.

The system automatically inserts the new condition in the Combined Conditions section. The condition also appears in the Rule Definition section.

You can create more complex conditions by selecting new rows in the Combined Conditions section, selecting an operator, and clicking the Build Rule Definition button until you have created the desired rule definition.
Update the status of the rule to an appropriate value. Typically, set it to Ready to Test to be tested later. A price rule supports these values:

Pending: Price rule is incomplete.

Deployed: Price rule is currently in use for pricing in the pricing system.

Ready to Test: Price rule is complete but can be used by the simulator only, not for pricing calculations.

Inactive: Price rule is no longer active. Use to inactivate a rule that was previously in use.
Save the change.

Price Rule Formulas

Enterpriser Pricer provides a robust architecture that supports the setup of various types of price rules to suit your needs. You can create price rules that are as simple or as complex as needed. As delivered, the Order Capture transaction supports the definition of these types of price rules:

Discount or surcharge.

This type of price rule applies a discount or surcharge (either an actual amount or at a percentage) to the product list price or recurring price in an order line. For the total order discount or surcharge action type, the adjustment applies to the entire order.
Free period promotion.

This type of price rule offers no recurring charge to products and services for a specified number of times.
Giveaway or product add.

This type of price rule gives away additional products for free or at a discounted price if the customer purchases a particular product (also known as Buy-One-Get-One or BOGO). For discounted giveaways, the list price or recurring price can be used to calculate the actual discounts.

For an overview of discounted giveaway rules, refer to the Discounted Giveaways and “Buy One, Get One Free” Rules section in the Understanding Enterprise Pricer chapter of the PeopleSoft Enterprise Pricer 9.1 PeopleBook (FSCM).
Minimum or maximum target discount.

This type of price rule evaluates the sum of discounts that were given to the final product price or recurring price by other applicable price rules; if the discount amount exceeds the range that is set by the minimum and maximum amounts of this rule, an additional adjustment is applied so that the final discount amount falls within the allowable discount range.
Minimum or maximum target price.

This type of price rule evaluates the final product price or recurring price after all the pricing adjustments were made; if the price exceeds the range that is set by the minimum and maximum prices of this rule, an additional adjustment is applied so that the final net or recurring price falls within the allowable price range.
Minimum or maximum target surcharge.

This type of price rule evaluates the sum of surcharges that were given to the final product price or recurring price by other applicable price rules; if the surcharge amount exceeds the range that is set by the minimum and maximum amounts of this rule, an additional adjustment is applied so that the final surcharge amount falls within the allowable surcharge range.
Price list only condition.

This type of price rule matches its rule condition with related objects of price lists and uses the list price of the product from the matching price list.
Price override.

This type of price rule replaces the existing list price or recurring price with a new one as defined in the price rule. The definition of this new price can be a simple number value, or a derived value of an expression or an external application class.
Rollup only rule. This type of price rule is used to roll up quantities. Referenced in other price rules as a rollup option, a rollup rule is used to match the formula break for adjustment consideration. Because a rollup rule is intended to group products for formula consideration, rollup is always by transaction.

One-Time Only Price Rules

Enterprise Pricer supports the creation of price rules that are identified as one-time only, per price rule or per customer. When the one-time only price rule is determined to apply to the order, it can apply to multiple order lines in the same order. An example of a one-time price rule per customer can be “Gives a 10 percent off an order to customer 1005 if the order is made in the month of February and the order total is USD 1000 or more.” This rule will be applied to the first matching transaction made by customer 1005 and becomes inactive afterwards.

Note. In addition to orders, one-time only price rules are also applicable to quotes. However, when a quote, using a one-time only price rule for pricing, is expired, that rule becomes available again for the next eligible order or quote.

Mutually Exclusive Price Rules

Normally you enable the mutually exclusive option on price rules if they are truly very good deals that you don't want other discounts to be applied in conjunction with them. A mutually exclusive arbitration type enables you to create or modify arbitration plans to sort mutually exclusive rules appropriately. An example of a mutually exclusive price rule can be “Gives a 50 percent off the order to customer 1005 if the order total is greater than USD 1000 and the quantity purchased for product 10050 exceeds 200. Not combined with other discounts.” You can limit the occurrence of a mutually exclusive price rule to once simply by enabling the one-time only option.

If one of the matching price rules returned for an order capture transaction is mutually exclusive, the mutually exclusive price rule is used and other price rules are ignored. If more than one mutually exclusive price rule is matched, only the first (use the arbitration plan to specify the order) mutually exclusive price rule is applied and others are ignored.

Price Rules with Mathematical Expressions

Enterprise Pricer enables you to create mathematical expressions in the price rule that are used to calculate the net price for a given product. Suppose you want to give a 5 percent discount plus a discount of USD 5.00 to all orders of product 10050 that are made in the month of February, you can create a price override rule and represent the total discount for each product unit using this expression:

LIST_PRICE * 0.95 - 5

Enterprise Pricer delivers pricing variables that can be used in defining expressions. If you wish to introduce user-defined variables, customization of the system is needed to accept and process values properly, if the record and field pair that is selected for the user-defined variable is not available in the component buffer.

Price Rules with External Classes

In addition to mathematical expressions, you can create custom processes to perform multiple calculations to determine the net price to use, and returns the result to Enterprise Pricer. This is accomplished by creating an application class that conforms to the application programming interface (API) specified and identifying the name of the application class in the price formula. During pricing process, when Enterprise Pricer processes such a formula, instead of performing the calculation, it instantiates the application class to perform the calculation. The application class returns the net price to Enterprise Pricer.

To get an idea on how to build an API-compliant application class that performs pricing calculations, review the class called EOEP_API:Sample:TestNetPriceCalculator that is provided in the system. This sample class, when called, gives a 1 percent discount to the first matching product, a 2 percent discount to the second matching product, and so on.

Price Rules with Compound Date and Formula Breaks

When you define a price rule, you need to specify a date range and a formula range that transactions must match (in addition to the conditions specified on the Conditions page) for the price formula to apply. The Price Rule component supports the reference of multiple date ranges and formula ranges (by product price or quantity) in a price formula. For example, you can define a price formula that includes these date and formula ranges:

Date range #1: 12/31/2010 > order date > 01/01/2000
Formula range #1: 99999 > Price > 1
Formula range #2: 5000 > Quantity > 1

And the price formula will be applicable to transactions that match all of the associated date and formula ranges.

See Establishing Price Rule Formulas.

Price Rule Action Types and Supported Adjustments

Price action types support a range of methods used for calculating pricing adjustments. Based on the selected action type and adjustment method, the system updates the display and label of numeric and textual fields so that adjustment information can be entered appropriately. This screenshot shows how the Price Formulas section looks like for the Discount/Surcharge price rule action type:

Price Formulas section of the Formulas page

This table lists the adjustment methods that each price rule action type supports, the fields that appear based on selected adjustment method, and the labels of the fields that are updated based on the selected rule action type and adjustment method:

Note. For discount or surcharge action types, use a negative number to indicate discount amounts or percentages, for example, -10 for a discount of 10 percent or dollar amount. A positive number represents surcharges by percentage or amount.

Price Rule Action Type	Label of the Adjustment Field and Supported Method	Numeric Field Label	Text Field Label
Discount/Surcharge	Label: Discount / Surcharge By Supported adjustment methods: Amount Amount and mathematical expression Expression External class Percentage and expression Percentage	Label: Amount / Percentage This field appears if the selected adjustment includes calculation by amount or percentage. Example of a valid amount: -10 (a discount of the amount of 10 off the list price) Example of a valid percentage: 15 (a surcharge of 15 percent to the list price)	Label: Class / Expression This field appears if the selected adjustment includes calculation by an expression or external application class. In addition, the Small or Large field is shown for these adjustment types: Amount and mathematical expression Percentage and expression Example of a valid external class: RB_PRICER:AdjustmentCalculator Example of a valid expression: LISTPRICE 0.95*
Free Period Promotion	Label: Free Period By The only supported value is Quantity.	Label: Quantity	N/A
Giveaway / Product Add	Label: Product Add By BOGO BOGO and price Quantity and price Quantity expression Quantity	Label: Quantity / BOGO Factor	Label: Expression
Min/Max Target Discount	Label: Target Discount By Supported adjustment methods: Amount Percentage	Label: Min Amount / Percentage and Max Amount / Percentage	N/A
Min/Max Target Price	Label: Target Price By The only supported value is Price.	Label: Minimum Price and Maximum Price	N/A
Min/Max Target Surcharge	Label: Target Surcharge By Supported adjustment methods: Amount Percentage	Label: Min Amount / Percentage and Max Amount / Percentage	N/A
Price List Only Condition	N/A	N/A	N/A
Price Override	Label: Price Override By Supported adjustment methods: Expression External class Price and expression Price	Label: Price	Label: Class / Expression In addition, the Small or Large field is shown for the price and expression adjustment.
Rollup Only Rule	N/A	N/A	N/A
Total Order Discount/Surcharge	Label: Discount / Surcharge By Supported adjustment methods: Amount Amount and expression Expression External class Percentage and expression Percentage	Label: Amount / Percentage	Label: Class / Expression In addition, the Small or Large field is shown for these adjustment types: Amount and expression Percentage and expression

Price Rule Setup Examples

Here are several high-level pricing scenarios that Enterprise Pricer supports.

Note. For detailed examples on how to set up price rules to address these pricing requirements, refer to the Pricing Formula Scenarios section in the Creating Price Rules chapter of the PeopleSoft Enterprise Pricer 9.1 PeopleBook (FSCM).

Applying Discounts or Surcharges

Pricing scenario: Offers different discount values to orders based on product quantity for customer 1005. Specifically:

EUR 10.00 dollars for 1-10 units of product 10050 purchased.
EUR 20.00 dollars for 11-20 units of product 10050 purchased.
3% discount for more than 20 units of product 10050 purchased.

Applying Product Adds or Discounted Giveaways

Pricing scenario A: Gives away one product 10049 at no charge for each order with 20-49 units of product 10050 purchased by customer 1005. The promotion is valid through the end of the year.

Pricing scenario B: Gives away one product 10049 at no charge and offers three other units of product 10049 at half price for each order that is made in the month of January by customer 1005.

Applying BOGO (Buy One Get One) Promotions

Pricing scenario: Gives away one product 10049 for free for each purchase of three units of product 10050 by customer 1005 in the month of January.

Applying Adjustment Caps on Product Unit Prices

Pricing scenario: Puts a cap on adjustments made to the unit price of product 10050, so that the final unit price falls within the USD 122.50–144.50 range.

Applying Discounts Based on Date Ranges

Pricing scenario: Gives a 5 percent discount off the order total for customer 1005 for each purchase of USD 1000.00 worth of product 10050 with an order date and schedule ship date in the month of February.

Applying Discounts Based on Product Price and Quantity Ranges

Pricing scenario: Gives a 10 percent discount off the order total for customer 1005 for each purchase with a total amount of USD 50,000 or more AND a total ordered quantity of 500 or more.

Applying Rollup Rule to Price Rules

Pricing scenario: Uses a rollup rule to determine the product quantity of the order that will be used to match against the quantity breaks in an applicable price rule.

For instance, a price rule called tubs contains several quantity breaks and each break is associated with a discount rate, the more the quantity ordered the better the rate. Suppose that this price rule references a rollup rule, which calculates a rollup quantity by summing up quantities of products that belong to the Bathroom product group in an order transaction (rule condition of this rollup rule is Product Group = Bathroom). If the tub price rule matches an order that has three order lines, each line with a product belonging to the Bathroom product group (for example, tub, faucet, and sink), then the total quantity of these three lines becomes the rollup quantity, which will be used to determine the level of discount that the tub order line gets. Now, suppose that only two of these three order lines are for products that belong to the Bathroom product group, then the total quantity of these two lines becomes the rollup quantity, which may end up falling into lower quantity break with a less attractive discount rate.

Applying Special Pricing to Certain Quantity of Products Purchased

Pricing scenario: Offers special pricing to any product of product group 1234 at USD $25 a unit for a maximum of 10000 units. Once the maximum is reached, the regular product price is used.

For more information, refer to the Creating Price Rules chapter of the PeopleSoft Enterprise Pricer 9.1 PeopleBook (FSCM).

Setting Up Price Rules

To set up price rules, use the Price Rule (EOEP_RULE) component.

This section discusses how to:

Establish price rule conditions.
Establish price rule formulas.
Validate mathematical expressions.
Review price rule usage.
Search for price rules.

Pages Used to Set Up Price Rules

Page Name	Definition Name	Navigation	Usage
Conditions	EOEP_CONDITION	Pricing Configuration, Price Rule, Conditions	Select the price by fields, values for the price by fields, and the operator (which determines how the price by fields are related to the transaction).
Formulas	EOEP_FORMULA	Pricing Configuration, Price Rule, Formulas	Define the actions that take place when the price rule conditions are met.
Expression Validator	EOEP_MATH_EXPR_VAL	Click the Calculator button next to the Class/Expression field on the Formulas page. The Class/Expression field appears if the selected discount/surcharge method is either Pct & Expr or Amt & Expr.	Enter and validate mathematical expressions created for the formula.
Price Rule Usage	RO_RULEUSAGE	Click the Price Rule Usage button on the Formulas page.	Review price rule usage information.
Price Rule Advanced Search	EOEP_RULE_SRCH_PG	Pricing Configuration, Price Rule Advanced Search, Price Rule Advanced Search	Search for existing price rules using rule conditions.

Establishing Price Rule Conditions

Access the Conditions page (Pricing Configuration, Price Rule, Conditions).

Mode

Use to determine the data entry method:

Basic: Enables you to search for values for the field names that you selected. The Match These Values column is populated with the description of the values that you selected after you made a selection. Rule conditions are automatically joined with the And conditional operator.

Advanced: Basic mode plus additional data entry features. Enables you to manually enter values for the identifiers or search for identifiers. If adding them manually, separate the values by commas without a space between values. The Match These Values column is populated with the description of the identifiers that you enter.

The Combined Conditions grid is available and automatically populated with the basic field name and value rule conditions. The Combined Conditions grid enables you to create rule conditions that you can combine into more complex conditions. You can use logical And or Or operators.

Advanced mode is the default.

Save Price Rule As

Click to clone a new price rule from the current one.

Price Rule Usage

Click to access the Price Rule Usage page to review the usage log of the price rule. Information available on this page includes the numbers of customers and orders to which the rule has already applied, total price adjustments that have been made, and so on.

See Reviewing Price Rule Usage.

Rule Attributes

Transaction

Select a value from the available options to create a new price rule. Select a value to populate the list of values for the field names.

This field is visible only in add mode. Once the rule is created for a transaction, you cannot change the transaction.

Note. In PeopleSoft Enterprise CRM installations, this field is read-only and the default is Order Capture.

Status

Values are:

Deployed: Activates the price rule so that it is used to determine price adjustments. You must enter data on the Formulas page before you can save the price rule in this status. You can also use the simulator to test price scenarios in this status.

Inactive: The price rule is no longer active. Use to cancel a rule that was previously in use.

Pending: This status appears by default. You can save the price rule in this status without adding data on the Formulas page. Use this status when you want to save the price rule but you don't want the system to process any edits on the rule. You cannot use a rule in this status in the simulator.

Ready to Test: Use this status to test the rule with the simulator. The rule is available to the pricing system.

Description

Enter a descriptive text for the price rule.

Short Description

Use for the short description of a rule. The first 20 characters of the description appear by default. This field is used as the label on pages and inquiries.

Rule Conditions

Error	If an error exists in the price rule definition, a red square box appears in this column. Correct the error. This field appears only if an error exists.
Field Name	Select the price by field to use with the rule condition. The valid list of price by fields is established on the Transaction Price By Keys page by the PeopleSoft Enterprise Pricer system administrator. The list of fields available when you create the price rule is determined by the transaction.
Identifier	Enter values for the corresponding price by field. This value is available only if you are using the advanced mode.
(search push button)	Click to access the Search page (EOEP_SEARCH_PAGE) to find valid values for the selected price by field in the price rule condition. Note. If you selected values previously, those values remain selected until you clear them. You can restrict the search further by entering the appropriate ID and description values at the top of the search page.

Combined Conditions

In the advanced mode, the field names and values that were entered for the rule conditions are included in the Combined Conditions grid when you click the Build Rule Definition button and select an operator. The items in the Combined Conditions grid are a foundation used to build more complex conditions. Select two or more rows to build the complex condition. Every new complex condition that you create is added to the Combined Conditions grid. You can continue to use the new conditions to create more complex conditions for the rule definition.

And/Or

After selecting two or more combined conditions, select either operator to combine the conditions. This option is available if you are using the Advanced mode.

Note. In basic mode, the system automatically uses only the And operator.

Build Rule Definition

After selecting the conditions to use and the conditional operator, click this button to build the rule definition. The new condition is added to the Combined Conditions grid, and the definition appears in the Rule Definition section.

Rule Definition

Displays the final definition in both advanced and basic modes. When using the basic mode, the system displays the rule definition automatically. Click Save to save the price rule.

Establishing Price Rule Formulas

Access the Formulas page (Pricing Configuration, Price Rule, Formulas).

See Setting Up Price Transaction Code Options.

The price action type that is selected determines the additional data that is required on the price formula. The date ranges and formula ranges are required for each formula. You must create at least one date range and formula range. Date range IDs and formula range IDs on each formula must point to a valid date and formula range.

To apply the formula to a transaction, the transaction must match all the date ranges identified by date range IDs and all of the formula ranges identified by formula range IDs. For example, date range ID 1 that is specified in the Price Formulas section indicates that the formula must match the date range conditions for ID 1 that is specified in the Date Ranges section. The same is true for formula ranges: to apply the formula, the transaction must match all of the formula ranges identified by formula range IDs. For example, formula range ID 1 that is specified in the Price Formulas section indicates that the formula must match formula range conditions for ID 1 that is specified in the Formula Ranges section. Click the Price Formulas: Break Description section to see a text description of the rule formula.

See Price Rule Setup Examples.

Rule Attributes

Price Action Type	Select the action that the price rule performs when the rule is applied to a transaction. Enterprise Pricer delivers a list of price action types and you specify the ones that are supported by a transaction on the Price Transaction Code page of that transaction. The complete list of action types includes: Discount/Surcharge: Apply discounts or surcharges to order lines. It is selected by default. Free Period Promotion: Define periods and frequency for which a recurring charge is not applied. The Apply to Recurring Price field is by default selected and unavailable for edit when this price action type is selected. Giveaway/Product Add: Apply free or discount products that can be based on the line or order. Min/Max Target Discount (minimum/maximum target discount): Compare the discount adjustment and apply a target discount. Min/Max Target Price (minimum/maximum target price): Compare the price adjustment and apply a target price. Min/Max Target Surcharge (minimum/maximum target surcharge): Compare the surcharge adjustment and apply a target surcharge. Note. Use the target price action types to limit the total adjustments made to the transaction by the pricing engine. For example, if you define a maximum target discount for a product as 25 percent, the system applies discounts to the list price up to 25 percent. If you define a minimum surcharge for a product as 5.00 USD, the system always applies a minimum 5.00 USD surcharge. If you define a minimum target price for a product as 50.00 USD, the system applies adjustments to the base price, but does not discount the price below 50.00 USD. Price List Only Condition: Use the product list price from the price list that is returned as a result of matching the price rule condition with related objects of price lists. Price Override: Apply a new price to replace the existing price. Note. If the price rule is defined only for product ID, we recommend that you use the Price List feature to define the base price for the product. Rollup Only Rule: Indicate that the rule is used for rolling up quantities. Total Order Discount/Surcharge: Apply discounts or surcharges to orders. See Setting Up Price Transaction Code Options.
Apply to Recurring Price	Select to indicate that the price rule applies to recurring price calculation. This field is only available for edit if the corresponding pricing action type is enabled for recurring pricing on the Price Transaction Code page. See Setting Up Price Transaction Code Options.
Cascading/Summed	Determines how the system applies the adjustment for the Discount/Surcharge price action type. Cascading: Applies the adjustment as the discounts are found. A second discount is applied to the previously discounted price, a third discount is applied to a price that was previously discounted twice, and so on. For example, if the system encounters two discounts, 10 percent and 20 percent off the list price of 100.00 USD, the system applies the discounts in this way: 10 percent off of 100.00 USD and 20 percent off of 90.00 USD. Thus, the unit price for the order schedule line is 72.00 USD. Summed: When the system finds multiple discounts, it adds them together and applies the discounts once. For the summed example, the system would combine the 10 percent and 20 percent discounts for 30 percent off of 100.00 USD. The resulting unit price for the order schedule line is 70.00 USD.
Stop Processing Here	Select to prevent the system from applying further price adjustments when the system finds a match with a price rule. This occurs for total order or line adjustments. The system stops applying price adjustments after encountering the first price rule match that has this option selected. Note. This option applies only for price adjustments. It does not apply for price lists that are associated with price rules. The stop processing option is handled separately for total order and line adjustments.
One-Time Only	Select to limit the applicability of the rule to only once. Values are: No: The rule is not a one-time rule. Per Customer: The rule can only be applied once for each customer. Per Rule: The rule can only be applied once in the system. One-time rules are typically used for price discounts that are so good they are not allowed on multiple orders. The are effective for encouraging large first orders instead of many smaller orders.
Mutually Exclusive	Click to make the price rule the only one that applies to an entire order, if the price rule is found to match the order during arbitration. No other discounts or surcharges apply to the order even if other eligible price rules are available. Mutually exclusive rules are typically used for discounts that are so good no other discounts are allowed in conjunction with the discount provided by this rule. An example of a mutually exclusive price rule is “Spend USD 10,000 or more, and get 25 percent off the order. No other discounts allowed.” If more than one mutually exclusive price rule is matched, only the first (use the arbitration plan to specify the order) mutually exclusive price rule is applied. All other price rules are ignored, including the normal price rule that is sorted before the applied mutually exclusive rule.
Rollup By	Specify the manner in which rollup (totals to select price formulas) is calculated. Values are: Line: Rollup value is the order line quantity. Rollup Rule: Rollup quantity is calculated using the rollup only price rule that is specified in the ID field. Transaction: Rollup is calculated by adding all lines (which match the same price rule) within the Order Capture transaction. Rollup is not available to these price action types: Free Period Promotion, Price List Only Condition, and Rollup Only Rule. For Total Order Discount/Surcharge price rules, the Rollup By field is not editable, and the rollup method is always by transaction.
ID	Enter the rule whose rollup is used to select the matching price formula for the current price rule.
Rollup By UOM (rollup by unit of measure)	Select to set the rollup to be based on the unit of measure of the transaction. This field appears if the rollup method is by transaction.
Rounding Rule ID	Identify a specific rounding rule to use when determining values such as net price and adjustments.
For	Select which calculations should have a rounding rule applied to them before arriving at a final value. Values are: Adjustment: Round each adjustment. Both: Round both adjustments and the net price. Net Price: Round only the net price. None: Do not round adjustments or the net price.

Date Ranges

Use this section to define various date breaks to be referenced in price formulas.

Pricing Date

Select the date of the transaction used for defining the date break.

Available values are established on the Pricing Dates page. For the Order Capture transaction, delivered values are:

Arb Plan Price Date

Fulfillment Date

Order Date

Requested Arrival Date

System Date

In order to apply a price rule to an order transaction, the actual value of the selected pricing date for that transaction must fall within the date break that is specified in the price rule formula.

Start Date and End Date

Enter the start and end date to form a date break.

Formula Ranges

Use this section to define various formula breaks to be referenced in price formulas.

Price Type

Select the type of transaction value used for defining the formula break.

Available values for the Order Capture transaction are:

Extended Price: Indicates the formula range defined pertains to the order value of the item purchased in the minimum and maximum purchase ranges identified.

Quantity: Indicates the formula range pertains to the number of units of the item purchased in the minimum and maximum purchase ranges identified.

In order to apply a price rule to an order transaction, the actual transaction value (price or ordered quantity) must fall within the formula break that is specified in the price rule formula.

Minimum Amount and Maximum Amount

Enter the lower and higher limits of the range, quantity or purchase total, for the corresponding price type to form a formula break (formula range).

Price Formulas - Formula Definition

Use this section to define price formulas. A price formula comprises at least a date range and a formula range that further specifies when and which transactions that the price rule deems applicable. It also includes the price action details that the system needs to process the price adjustment when this rule is applied.

Fields in this section vary depending on the price action type and price type selected.

Date Range IDs	Enter the ID of the date range that transactions must match for the formula to apply. If you want to include multiple date ranges to a formula, separate the IDs by commas (for example, 1,2,3). If multiple IDs are specified, transactions must meet all the date range conditions in order for the price rule formula to apply.
Formula Range IDs	Enter the ID of the formula range that transactions must match for the formula to apply. If you want to include multiple formula ranges to a formula, separate the IDs by commas (for example, 1,2,3). When multiple IDs are specified, transactions must meet all the formula range conditions in order for the price rule formula to apply.
UOM (unit of measure)	Enter the unit of measure that transactions must match for the formula to apply. If not provided, all unit of measures are considered.
Frequency and Recurrence	Specify how often and the number of times that price adjustments by this recurring price rule need to occur. If recurrence is not specified, price adjustments on the recurring charge are offered as long as the customer of the order has the service. Frequency is required for recurring price rules. These fields appear if the price rule is set to apply to recurring price calculations.
Currency	Specify the currency in which the price formula is measured. If not provided, apply to all currencies.
Discount/Surcharge By	Select how the discount or surcharge adjustment is performed. This field appears if the selected price action type is Discount/Surcharge or Total Order Discount/Surcharge. Values are: Amount: Indicates that the adjustment is by amount. Amt & Expr (amount and expression): Indicates that the adjustment is a calculated value derived by the amount or an expression. Expression: Indicates that the adjustment is derived from a specific expression. Ext Class (external class): Indicates that the adjustment is derived from an external class. Pct & Expr (percentage and expression): Indicates that the discount is a calculated value derived by a percent or an expression. Percentage: Indicates that the adjustment is by percent. Important! To indicate a discount, enter a negative value for the amount or percentage. A positive value indicates surcharge.
Amount/Percentage	Enter the adjustment amount (or percent) if the discount (or surcharge) by value is either Amount or Amt & Expr. Important! Enter negative numbers for discounts and positive numbers for surcharges.
Class/Expression	Enter the external class (or mathematical expression) to use in the price formula. This field appears if the discount (or surcharge) by value is Amt & Expr, Expression, Ext Class, and Pct & Expr.
Small or Large	Specify which net price (smaller or larger) to use as the final net price. If the selected price action type is either a discount or surcharge (discount/surcharge by value: Amt & Expr or Pct & Expr) , or a price override (price override by value: Prc & Expr), Enterprise Pricer performs two calculations and chooses either the larger or the smaller net price based on the selected value of this field. For example, the product's list price is 100 USD. The formula is specified as discount by amount and expression and the smaller net price is used. The discount amount is -10 and the expression is LIST_PRICE 0.95.* Discount by –10 results in a net price of 90. The expression is evaluated as 100 * 0.95=95. Because 90 is smaller than 95, a discount of –10 is applied for a net price of 90. This field appears if the selected discount (or surcharge) by value is either Amt & Expr or Pct & Expr, or if the selected price override by value is Prc & Expr.
Free Period By	Select Quantity as the criterion that is used to apply free promotions to orders with recurring charges. This field appears if the selected price action type is Free Period Promotion. When you define a free period promotion price rule, specify the free period by value as well as the number of times that the recurring charge should be waived in the Quantity field. For example, if the specified quantity is 3, and the free period promotion price rule is applied to an order with a cell phone for 30 USD per month, then the first three months are free. If you want the free period promotion price rule to be applicable only to transactions with certain UOM or frequency (or both), specify the values in the corresponding fields; transactions must match these values for the formula to apply.
Product Add By	Select how the giveaway or product add is performed. Values are: BOGO (buy one get one): Enterprise Pricer computes the quantity of the promoted item given away by summing the quantities from the order that match the price rule and dividing them by the BOGO factor, and taking the whole number. BOGO & Prc: Discounted giveaway, for example, buy one product and get another product at half price. Specify the BOGO factor used to calculate the quantity of the selected product to be given away at a price that is computed using a mathematical expression. Qty & Prc: Specify the product add quantity to be given away at a price that is computed using a mathematical expression. Qty Expr: Specify the mathematical expression used to calculate the product add quantity to be given away. Quantity: Specify the product add quantity to be given away.
Quantity/BOGO Factor	Enter the quantity to be used in the product add formula, or the factor that is used to calculate the product add quantity in the BOGO-specific product add formula. This field appears if the selected product add by value is any but Qty Expr This is the formula used to compute the final product add quantity for BOGO-specific product add formula: Total Quantity of Lines Matching the Price Rule/BOGO Factor The resulting number derived from the calculation is truncated so that only the whole number is used. For example, with a BOGO factor of three, when the customer buys two they get zero free. When they buy three, four, or five items, they get one free. When they buy six, seven, or eight items, they get two free items, and so on.
Target Discount By orTarget Surcharge By	Select how target discount (or target surcharge) is calculated, by amount or by percent. The Target Discount By field appears if the price action type is Min/Max Target Discount; the Target Surcharge By field appears if Min/Max Target Surcharge is the selected action.
Target Price By	Select Price, indicating that the target price is matched by item unit price This field appears if the price action type is Min/Max Target Price.
Min Amount/Percentage (minimum amount/percentage) and Max Amount/Percentage (maximum amount/percentage)	Enter the lower and upper amounts or percentages for the corresponding target discount/surcharge by value. This field appears if the selected price action types is Min/Max Target Discount or Min/Max Target Surcharge.
Minimum Price and Maximum Price	Enter both of these values if the selected price action type is Min/Max Target Price.
Price Override By	Select how price override is performed. Values are: Expression: Indicates that the price is derived from a specific expression. Ext Class:Indicates that the price is derived from an external class. Prc & Expr: Indicates two prices, one on the Price field that appears and the other derived from an expression. The value of the Small or Large field determines which of the two prices to select as the final net price. Price: Indicates item price is defined by the price in the Price field.
Price	Enter the new price, if the price override by value is Price. This field appears if the price override by value is Prc & Expr or Price.

Price Formula - Formula Detail

Select the Formula Detail tab.

Note. This section appears if the selected price rule action type is Giveaway/Product Add.

Product ID

Select the ID of the product to be given away for free or at a discounted price for the corresponding price formula.

At the time when an order is being evaluated for pricing, if a product add/giveaway price rule is found to be applicable to an order, the specified giveaway product will be added automatically to the Line Summary grid of the Order - Entry Form page, as well as on the Line Details page.

UOM Promo (unit of measure promotion)

Select the UOM for the product that is given away or added to the order.

Product Add Type

Applies to only giveaways. Specify whether the giveaway is applied to each line of the transaction (sales order) or applied only once to the header of the transaction.

Per Line: The system applies this giveaway to every line.

Per Order: The system applies this giveaway only once to the entire sales order.

Price Formula - Break Description

Select this section to see a text description of the rule formula.

Price List

If a price list is specified in this section, the pricing engine uses list prices of products that are available in the price list as the base price for calculating net or recurring prices.

Validating Expressions

Access the Expression Validator page (click the Calculator button next to the Class/Expression field on the Formulas page. The Class/Expression field appears if the selected discount/surcharge method is either Pct & Expr or Amt & Expr).

Enter the mathematical expression in the text field and click the Validate Expression button to verify it.

Valid Variables

This section lists the available variables that can be applied in the expression.

Test Value	Enter a value for a variable to be used to test the expression.
Evaluate with Test Values	Click to calculate the result of the expression using the test value.

Reviewing Price Rule Usage

Access the Price Rule Usage page (click the Price Rule Usage button on the Formulas page).

Rule Usage Summary

Customer Count

Displays the number of customers to whom this price rule has applied.

If the price rule has applied to the only one customer multiple times, the customer count is 1.

Order Count

Displays the number of orders to which this price rule has applied.

Total Adjustment

Displays the total adjustment value that has been made thus far by this rule.

Detail Search

Use this section to perform specific search on price rule usage by business unit, order ID, sold to customer, or any of the combination.

Rule Usage Details

This section displays the summary of all pricing adjustments that were made by this price rule.

Searching for Price Rules

Access the Price Rule Advanced Search page (Pricing Configuration, Price Rule Advanced Search, Price Rule Advanced Search).

In addition to the search fields that are available on the search page of the Price Rule component, the Price Rule Advanced Search page provides the ability to find price rules by conditions. You can enter price-by key field and value pairs as criteria of a price rule search. You can also look up price rules that are applicable to recurring pricing.