PeopleSoft Enterprise Pricer 9.1 PeopleBook

Working With the Pricing Simulator

This chapter provides an overview of the pricing simulator and discusses how to run the pricing simulator.

Understanding the Pricing Simulator

The pricing simulator enables you to test the pricing information that you set up. Use it to view the outcome of pricing under different scenarios, or use it to test specific pricing criteria with a particular customer. You can adjust the price rules, price lists, and arbitration plan until you receive the desired pricing adjustments. For those transactions that use the header and line structure such as the sales order, you can enter criteria and view the adjustment at the header and line level.

If the installation includes PeopleSoft Order Management, you can also test pricing on the Pricing and Availability page.

The Pricing Simulator is used to review basic pricing simulation. Price rules with historical data, such as Period-to-Date price rules, One-time-only price rules, and price rules specifying a maximum quantity are not simulated.

Additionally, the pricing simulator cannot simulate PeopleSoft Order Management-specific features such as Grace days, Exclusive Pricing, and Buying agreement. Finally, you cannot use the pricing simulator to view product-specific data including product cost and KVI/NDP values. These values are not retrieved during simulation, however, you can enter them on the Simulator page.

Viewing Simple Item Adjustments in the Pricing Simulator

A price rule exists where Customer 1005 will receive a discount amount of 10.00 euro for purchasing between 1–10 units of product 10050. This is valid for the period through the end of the year.

To test the scenario in the simulator, complete these steps:

Create one new price rule:

Add Sales Orders as the Transaction on the Rule Attributes section of the Conditions page. Enter a Description and change the Mode to Basic.
Add Sold to Customer 1005 and Product ID 10050 to the Rule Conditions section of the Conditions page.

Note. When the price rule is in basic mode the price rule conditions, in this case Sold to Customer 1005 and Product ID 10050, are automatically AND'd together.
On the Rule Attributes section of the Formula page, select Discount/Surcharge as the Price Action Type, and Cascading in the Cascading/Summed field.
Set the Rollup By field to Transaction.

On the Date Range section of the Formula page, enter this information:

Date Range ID	Pricing Date	Start Date	End Date
1	Order Date	Today	December 31, 2005

On the Formula Range section of the Formula page, enter this information:

Formula Range ID	Price Type	Minimum Amount	Maximum Amount
1	Quantity	1	10

On the Formula Definition section of the Formula page, enter this information:

Date Range ID	Formula Range ID	UOM	Currency	Discount/Surcharge By	Amount/Percentage
1	1	<blank>	EUR	Amount	–10

Create a simple arbitration plan on the Arbitration page with Pricing Key as the Arbitration Type. Select both Sold To Customer and Product ID in the Pricing Keys section.
On the Pricing Keys section of the Simulator page, enter the 1005 Sold to Customer and 10050 Product ID.
- In the Line Information group box, enter the line:
  
  Product ID
  
  UOM
  
  Quantity
  
  10050
  
  EA
  
  5
- Click the Calculate button. The results bring back the net unit price for the product (List price 39.99 euro – 10.00 discount amount = 29.99 euro). The transaction total also appears to indicate how the scenario is priced on the transaction when the price rules are deployed. In the Statistics group box, you will see how many price rules were applied. To verify if the correct price rule is applied, click the Details button in the Line Info tab.

Product ID	UOM	Quantity
10050	EA	5

Viewing Product Adds in the Pricing Simulator

Enterprise Pricer enables you to create price rules that giveaway products, discount products, and even offer buy-one-get one deals to customers.

Create one new price rule:

Add Sales Orders as the Transaction on the Rule Attributes section of the Conditions page. Enter a Description.
Add Product ID 10050 to the Rule Conditions section of the Conditions page.
On the Rule Attributes section of the Formula page, select Product Add as the Price Action Type.
Set the Rollup By field to Transaction.

On the Date Range section of the Formula page, enter this information:

Date Range ID	Pricing Date	Start Date	End Date
1	Order Date	January 1, 2005	December 31, 2005

On the Formula Range section of the Formula page, enter this information:

Formula Range ID	Price Type	Minimum Amount	Maximum Amount
1	Quantity	1	10
2	Quantity	11	999999.00

On the Formula Definition section of the Formula page, enter this information:

Date Range IDs	Formula Range IDs	UOM	Currency	Product Add By	Qty/BOGO Factor	Product	UOM	Per
1	1	<blank>	EUR	Quantity	1	10049	EA	Order
1	2	<blank>	EUR	Quantity	2	10049	EA	Order

On the Formula Detail page, in the Product ID field, input the item number for the giveaway item, for our example 10049, and select EA for the UOM. Select the Per Order option for the Product Add Type.

Create one simple arbitration plan on the Arbitration page. It should have the Arbitration Type of Price Rule and identify the price rule you just created.

In the Header group box of the Simulator page attach the newly created arbitration plan.

In the Line Information group box, enter the line:

Product ID	UOM	Quantity
10050	EA	5
10050	EA	5
10050	EA	5

Click the Calculate button.

The results bring back the net unit price for the product. In this example, the order has an additional line added to it, in the product adds section, with two giveaway items (Item ID 10049) that are granted to the customer based on the applied price rule. Two items are given away because the rollup for this price rule is set to by transaction, which is 15 (the sum of all of the order lines). To verify that the correct price rule is applied, click the Details button in the Line Info tab.

The applicable product add lines appear in a grid called Product Adds below the Line Information grid.

Running the Pricing Simulator

This section lists common elements and discusses how to run the pricing simulator.

Common Elements Used in this Section

Key field code

Represents the transaction field that is used to match to the price rules. The available values are based on the pricing keys established for the transaction.

Note. You can update the pricing keys in the simulator in two places. Update the header level pricing keys on the main page of the Simulator page. The line-level pricing keys are updated on the Pricing Keys page.

Value

Represents the transaction value of the key field code. The available values are based on the selection in the Key field code field.

Note. Line-level information that is entered in the Header Information section is applied to all lines in the simulation unless other values are entered explicitly for each line.

Pages Used to Run the Pricing Simulator

Page Name	Definition Name	Navigation	Usage
Simulator	EOEP_TEST	Pricing Configuration, Create Pricing Information, Simulator Promotions, Manage Promotions, Simulate Pricing Click the Simulate Pricing link on the Promotions, Manage Promotions, Create Customer-Specific Promotion, Product Details or Product Prices page.	Use to test the pricing information that is set up with Enterprise Pricer and to select values for the transaction price-by keys that are used in the pricing simulation.
Pricing Keys, User Dates/Variables	EOEP_TEST_LN_KEY	Click the Pricing Keys, User Variables button on the Simulator page.	Use to select and view the line-level pricing keys that are used in the pricing simulation. It also enables you to enter test values for user dates and user pricing variables.
Header Adjustments	EOEP_TEST_HD_ADJST	Click the Adjustments button on the Simulator page.	View the details of the adjustments that apply to the header. Note. The link for this page is only available if adjustments apply to the header.
Line Adjustments	EOEP_TEST_LN_ADJST	Click the Adjustments button on the Simulator page.	View the details of the adjustments that apply to the line. You can view the adjusted unit price and the price rule, formula, and keys that are used for the adjustment. Note. The link for this page is only available if adjustments apply to the line.

Running the Pricing Simulator

Access the Simulator page (Pricing Configuration, Create Pricing Information, Simulator).

Note. When you use the simulator page, enter the arbitration plan, pricing key values, and product information. You must enter all applicable values for the transaction that you are trying to simulate, otherwise the system does not create the adjustments.

If you do not receive the desired results using the simulator, check that:

The price rule assigned to the arbitration plan has a status of Deployed or Ready to Test.
The quantity or amount reflect what was specified on the Formulas page of the price rule.
The date matches the date break of the formula.

Review the text in the Rule Definition group box on the Conditions page to ensure that it accurately reflects how the conditions for the rule are applied.

Description

Enter descriptive text for each of the simulations that you are testing. For example, you might create one for giveaways, price overrides, and so on. You can save a simulation for later use and modify it as you make changes to the price lists, rules, and arbitration plan.

Header Information

Select information to simulate the transaction header and lines.

Currency Code	Enter the currency code of the simulated transaction.
Base Currency	Enter the base currency of the business unit for the simulated transaction.
Transaction Date	Used to determine applicable price formulas. The current date appears by default.
Arbitration Plan	The list of available options is based on the transaction that you select. If you do not select an arbitration plan, the default is used.
Transaction to be Priced	Allows the user to test pricing for those child transactions whose Pricing Data Used is Parent Application on the Price Transaction Code page.

Line Information

Select the Line Info tab.

Select product, ordering unit of measure, pricing unit of measure (if applicable) and quantity to simulate the transaction line detail.

Unit Cost	Enables you to specify the unit cost for the item directly in the simulator.
List Price	View the list or base price for the product.
Net Unit Price	View the price after the adjustments are applied.
Recurring Price and Frequency	Retrieves from the list price that is applied to the line. These fields appear only if you use PeopleSoft Order Capture.
Protected	Select if the product is price protected on the applied price list.
	Click the Pricing Keys, User Variables button to edit or view the pricing keys, user dates, and user variables for additional line level transaction information (in addition to the pricing keys on the Simulator page). You can use the page if you want to price the line by different values that the header or entire order. The available values are based on the pricing keys that are established for the transaction.
	Click the Adjustments button to view the line-level price adjustments for the simulation. The button is visible only if there are header or line adjustments that match the criteria of the price simulation.
Additional Information Tab	Use to enter the schedule ship and arrival dates for the order as well as to simulate different pricing for KVI, NDP, and regular products.
Pricing Details Tab	Use to view a summary result of the pricing process for the line.
Pricing Quantity	View the quantity in the pricing unit of measure that is used in the pricing calculation.
List Price Origin	View the origin of the list price. Price List: The price is retrieved from a price list. The price list ID appears next to Price List Origin field. Price List (base): The price is retrieved in the base currency from a price list. The price list ID appears next to Price List Origin field. Note. This value is used in PeopleSoft CRM only. Product Price: The price is retrieved from the Product Price definition. Product Price (base): The list price is retrieved in the base currency from the Product Price definition.
Price List ID	View the ID for the price list from which the list price is retrieved.
Pricing Base Price	View the base price for the item in the pricing UOM.
Pricing List Price	View the list price for the item in the pricing UOM.
Pricing Net Unit Price	View the net unit price for the item in the pricing UOM.
Payment Terms	View the terms that are retrieved from the price rule that matches the simulation. Note. This option is used in PeopleSoft SCM installations only.
Margin Violated	This box is checked if the line violates any minimum or maximum margin rules.

Product Adds

Additional lines for the Product Adds sorted and matched by the arbitration plan appear here.

Transaction Total

View the total net price for the simulated transaction including adjustments that apply to the entire order (total order discounts and total order surcharges).

Statistics

View statistical results of the simulation.

Calculate

Calculate

Click to calculate or recalculate the price simulation and view the price adjustments.