Oracle Advanced Pricing Implementation Guide

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Preface

Introduction

Overview of Oracle Advanced Pricing

Oracle Advanced Pricing Versus Basic Pricing

Terminology

Oracle Advanced Pricing Features

Process Flow for Implementation

Implementation Overview

Setup Flow to Implement Oracle Advanced Pricing

Implementation Methodology

Overview of Implementation Methodology

Using Oracle Advanced Pricing in the HTML Interface

Methodology Steps

Oracle Advanced Pricing Command Center Implementation

Setting Up Advanced Pricing Command Center

Setup and Configuration Steps for Advanced Pricing Command Center

Reviewing Security Setup for Advanced Pricing Command Center

Profile Options for Advanced Pricing Command Center

Configuring Descriptive Flexfields for Search

Loading Pricing Data

Profile Options and Pricing Parameters

Overview of Profile Options

Profile Options Setup Summary

Overview of Pricing Parameters

Viewing Pricing Parameter Definitions

Viewing and Updating Pricing Parameter Values

Seeded Pricing Parameters

Pricing Security

Overview of Oracle Pricing Security

Pricing Security and Operating Units

Setup Steps for Implementing Pricing Security

Changes to Pricing User Interfaces (UI) after Upgrading and Turning On Security

Assigning Pricing Entity Usage

Implementation Suggestions for Privileges

Creating Privileges

Creating Entity Sets

Setting Security Profile Options

Turning On Pricing Security

Pricing Data Bulk Loader

Overview of Pricing Data Bulk Loader

Populating the Interface Table

QP: Bulk Import of Price List Program

Price Lists

Overview of Price Lists

Bulk Importing of Price Lists

Usage Price Break Proration

Price Book

Overview of Price Book

Implementation Steps for Price Book

Setting Up Price Book Profile Options

Setting Up the E-mail Server

Setting Up the Default Printer

Setting Up Oracle XML Publisher

Setting Up the XML Gateway Message Maps

Setting Up the Price Book User Interface (UI)

Confirm Pricing Parameter Setup

Modifiers

Overview of Modifiers

Implementation Planning

Modifier Levels and Application Methods

Other Modifier Considerations

Pricing Controls

Modifier Type Setup

Setting up Accrual Discounts

Using Accumulated Range Breaks

Setting Up Runtime Sourcing for Accumulated Range Breaks

Archiving and Purging Pricing Entities

Overview of Archiving and Purging Pricing Entities

Using API to Archive Pricing Entities

Using API to Purge Pricing Entities

Auditing

Auditing

Setting up Auditing

Audit Setup

Multicurrency Price Lists and Agreements

Overview of Multicurrency Price Lists and Agreements

Example of Multicurrency Price List Usage

Fresh Install Using Multiple Currency Price List

Upgrading from Single Currency Price List to Multiple Currency Price List

Implementation Decisions for Creating Multicurrency Conversion Lists

Using Multiple Currency Price List with Other Oracle Products

Unit of Measure

Overview of Unit of Measure

Defining UOM

Pricing Actions: Primary UOM and Pricing UOM

Pricing Controls: Profile Options

Multiple Organizations

Overview of Multiple Organization Model

Operating Units

Item Validation Organizations

Precedence and Best Price

Overview of Precedence and Best Price

Default Precedence Numbers

Matched Qualifiers for Modifiers/Price Lists

Price List Incompatibility Resolution

Modifier Incompatibility Resolution

Setting Up Incompatibility Groups

Incompatibility Resolution Examples

Attribute Management

Overview of Attribute Management

Creating Contexts and Attributes for Pricing Setup Windows

Deleting Contexts and Attributes

Linking Attributes to a Pricing Transaction Entity

Mapping Attributes of Type ATTRIBUTE MAPPING

Running the Build Attribute Mapping Rules Program (Attribute Mapping Only)

Creating Source Systems

Creating a New Pricing Transaction Entity

Using Custom Sourced Attributes

Restoring Seeded Data Using the Restore Defaults Button

Troubleshooting While Setting Up Attributes

Troubleshooting in Pricing Setup windows Related to Attribute Management

Troubleshooting During Pricing Setup

Troubleshooting During Integration or Runtime

Upgrading Considerations

Upgrading Context and Attributes

Mapping of Seeded Request Types and Source Systems

Creating PTE and Attribute Links

Upgrade Attribute Mapping Rules

Assigning PTE to Existing Modifiers

Get Custom Price

Overview of Get_Custom_Price Implementation

Implementing Get_Custom_Price

Get_Custom_Price_Customized

Events and Phases

Overview of Events and Phases

What Are Pricing Events?

What Are Pricing Phases?

Assigning Pricing Phases

Pricing Engine Request Viewer Window

Overview of Pricing Engine Request Viewer

Setting Up the User Profiles

Regions in the Pricing Engine Request Viewer

Pricing Engine Requests Region

Pricing Engine Request Lines Region

Pricing Engine Request Line Details Region

Attributes Window

Related Lines Window

Formula Step Values Window

Debug Log Window

Analyzing Error Messages

Integrating with Oracle Advanced Pricing

Overview of Integrating with Oracle Advanced Pricing

Integration Steps Required for Pricing

Pricing Engine Interaction Details

Changed Lines API

Oracle Service Contracts (OKS) Integration: Proration and Price List Locking

Integration Flow for Price List Locking

Integration Flow for Proration

Duration and Partial Period Pricing of Service Items

Pricing Features to Support Telecommunications Industry Flows [Oracle Telecommunications Service Ordering (TSO)]

High Volume Order Processing

Overview of High Volume Order Processing

Technical Considerations

Basic versus Oracle Advanced Pricing

Oracle Advanced Pricing Engine Processing

Search Engine

Calculation Engine

Extendibility Features

Diagnostics and Troubleshooting

Overview of Diagnostics and Troubleshooting

Summary of Pricing Engine Messages and Diagnosis

Common Troubleshooting Problems in Pricing Windows

Other Technical Considerations

Attribute Management Troubleshooting

Windows and Navigation Paths

Windows and Navigation Paths

Attribute Seed Data

Overview of Attribute Seed Data

Complex Maintenance Repair and Overhaul PTE Attributes

Demand Planning PTE Attributes

Intercompany Transaction PTE Attributes

Logistics PTE Attributes

Order Fulfillment PTE Attributes

Procurement PTE Attributes

Seeded Formulas

Overview of Seeded Formulas

Seeded Cost-to-Charge Conversion Formulas

Seeded Markup Formulas

Optimal Performance

Overview of Optimal Performance

Oracle Advanced Pricing Setup Considerations

Qualifier Selectivity

Qualifier Selectivity Examples

Pattern Search

Ignore Pricing

Additional Tips for Better Performance

Analyzing your Data Distributions Using a Script

Technical Improvements

Case Study: Pricing Scenarios in the High-Tech Industry

Overview of Pricing Scenario

Applying Oracle Advanced Pricing

Results of Pricing Scenario

Case Study: Using Oracle Advanced Pricing Formulas for Healthy Fast Food

Lookups

Index

Oracle Advanced Pricing Implementation Guide

Contents