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Oracle Advanced Pricing User's Guide
Release 12.1
Part Number E13427-04
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Price Books

This chapter covers the following topics:

Overview of Price Books

The price book feature enables you to generate and publish documents called price books that list products and their prices for a specific customer. You can generate a full price book that lists all orderable products and their prices, or a delta price book that shows only those items whose prices changed since the last full price book was published, as well as any prices for items that were added or deleted. You can publish a price book either immediately or schedule a future publishing date. You can use the price book feature to:

From the Create Price Book page (HTML user interface), you can publish a price book that lists items and their list and net prices (applicable modifiers, price breaks, or formulas for items, are reflected in the net price). You can publish the price book in formats such as EXCEL, PDF, and RTF. You can send the price book by e-mail, print on a designated printer, or publish it as an XML Message in the OAG Standard (Sync Catalog 003). You can also view the formatted document by selecting View Document.

Related Topics

Creating Price Books

Creating Delta Price Books

Creating Price Books

You can publish a price book for a specific customer that lists products (items) and their related list and net prices. You can create a full price book that lists all orderable products and their prices, or a delta price book that lists items and prices that have changed since the last full price book was published. You can generate a price book either immediately or schedule a future publishing date.

The price book can cross multiple price lists to derive the list price for a customer and can include any associated multicurrency price lists and formula pricing. For an item, you will see the price list used to derive the list price. Any automatic line level discounts, surcharges, price breaks, or freight and special charge modifiers appear below the list price line. If pricing buckets have been defined for any modifiers, the modifiers appear in the order of the pricing buckets, with the null bucket modifiers appearing last. Although freight and special charges do not affect the unit selling price in Advanced Pricing, these charges do affect the Net Price in the price book.

Other applicable pricing entities used to derive prices for the price book include qualifiers and pricing attributes. Qualifier and pricing attributes help to determine which list prices and modifiers get applied in the price book. For example, if a pricing attribute is used in a formula on a price list line, then that pricing attribute needs to be supplied to derive the list price.

You can enter current, past, or future effective pricing dates for the price book; however, if you have not created effective date ranges to record product price changes in the price lists, then only the current price is reflected. When creating the price book, you can specify internal items, and the price book will display the customer item number (where available), making it easy for the customer to identify their items.

After you click Apply to publish the price book, a concurrent program automatically generates and publishes the price book. You can review the status of your concurrent requests in the Requests window.

Publishing Formats

You can publish the price book in various formats such as EXCEL, PDF, and RTF and select various publishing options to generate the price book:

Using Electronic Messaging to Request and Publish a Price Book

Alternatively, an external user (such as a buyer) can request the price book from a seller by using the XML electronic message GET_CATALOG_002. In the GET_CATALOG_002 message, the price book requester must define the selection criteria for generating the price book. The frequency for publishing the price book can be for a given period or other terms as negotiated between the seller and buyer in their Trading Partner Agreement.

Note: The Get_Catalog_002 XML message can only be initiated by external users.

When the price book request is received, the price book supplier (such as the seller) can publish a price book using the XML message called SYNC_CATALOG_003. For more information, see Oracle Advanced Pricing Implementation Guide, Price Books.

Price Book Profile Options

The price book feature uses the following profile options to define the default settings:

For more information on setting up and using the profile options, see Oracle Advanced Pricing Implementation Guide, Profile Options.

To create a price book

  1. Navigate to the Create Price Book page and select the generation and publishing criteria for the price book:

    Create Price Book page

    the picture is described in the document text

    Note: The available list of values may vary depending on whether you are an internal or external user. For example, for internal users, the Customer field displays all parties; however, external users can view only:

    For example, if Nicole Burg, who is a customer and works for Business World, logs in as an external user, then both Nicole Burg and Business World appear in the list of values for the Customer field but not any other unrelated party.

    An external user can query, create, or publish only price books specific to the logged in customer, related customer, or parent customer, but not for any other customer.

  2. Complete your entries in the Create Price Book page:

  3. Complete your entries in the Price Calculation Criteria region:

  4. In the Additional Criteria region, you can enter additional pricing criteria such as pricing and qualifier attributes that can be used to generate the price book. Attributes such as Customer, Product, Price list, Agreement, and Sales Agreement that are already defined as main criteria in the create price book steps cannot be entered as additional criteria.

  5. Complete your entries in the Publishing Options region:

  6. After completing your entries, click Apply to generate and publish the price book. A concurrent program automatically generates and publishes the price book. You can review your concurrent requests to track the status of your price book request.

    Alternatively, you can view the price book (or its current status) by searching for the price book on the price book Search page. From the search results, view the request status by clicking View Request Status.

To republish an existing price book

  1. To publish an existing price book, do a search to display the price books in the Reports page, then click Name to display the price book details.

  2. Click the Publishing Options tab, select the publishing options, then click Publish Price Book. The price book is republished, not regenerated, and overrides existing formatted documents or templates.

Related Topics

Overview of Price Books

Viewing Price Books

Creating Delta Price Books

Viewing Price Books

In the Search page, do a search to find information about published full or delta price books, and view the published price book. From the search results, you can:

Note: The following conditions apply to the search process:

To view price books

  1. Navigate to the Search page and search to find the price books.

    Reports-Search page

    the picture is described in the document text

    The search results display additional information about the price books (selected fields listed). You can sort the Price Book Name, Customer, and Pricing Effective Date columns by clicking the column title.

To view details about a specific price book

  1. From the price book search results, click the price book name to display the Price Book Details window.

    Note: If the pricing perspective is Purchasing, then the Customer and Customer Number fields are not displayed in the header region of the Price Book Details page.

    Price Book Details page

    the picture is described in the document text

  2. You can view the following information in the Price Book Details page:

To delete a price book

From the price book search results, select the price book to be deleted, and then click Delete. When a full price book is deleted, its related delta price book is also deleted. You cannot delete a full or delta price book whose concurrent request is in progress (such as create or publish).

Related Topics

Creating Price Books

Creating Delta Price Books

Creating Delta Price Books

A full price book lists products (items) and their related list and net prices. However, you can generate a delta price book to view only the products and prices that have changed since you published a specific full price book. The delta price book lists:

The pricing engine evaluates the following dates to determine if changes occurred since the full price book was generated:

When you generate the delta price book, only the changed items are published.

For example, if Item AS54888 was $5 when the original full price book was generated (Pricing Effective Date = June 12, 2006) but the item is now $7 (New Pricing Effective Date = current date), then this item and its new price would be published in the delta price book.

To create a delta price book

  1. Navigate to the Create Delta Price Book page.

    Create Delta Price Book Page

    the picture is described in the document text

  2. Select the price calculation criteria:

    New Pricing Effective Date: Enter the new pricing effective date for the delta price book. The delta price book compares the prices and products on the new pricing effective date to those published in the full price book based on the pricing effective date. Only the prices and products that have changed are published in the delta price book.

  3. Select the publishing options. All other input criteria are identical to those available in the corresponding full price book.

Related Topics

Creating Price Books