|
Administering Oracle CRM On Demand > Content Management > Setting Up Price Lists for Life Sciences
Setting Up Price Lists for Life Sciences
Companies that use Oracle CRM On Demand Life Sciences Edition can create price lists that can be associated with orders. You can associate multiple products with a price list. Each product has a specific price for a particular price list.
To set up price lists for Oracle CRM On Demand Life Sciences Edition, you must have both the Manage Content privilege and the Enable Order Access privilege enabled for your role. To associate price lists with orders, users must have either the Enable Order Access privilege or the Enable Basic Samples Operations privilege enabled for their role.
To add products to the price list, you must be able to access the Price List Line Items related information section on the Price List Detail page. This section is not available on the page by default. Company administrators can create a customized page layout that includes the Price List Line Items related information section and then assign the customized layout to each role that sets up price lists. To assign page layouts for the Price List record type to a user role, the company administrator must have the Manage PRM Access privilege. If the Manage PRM Access privilege is not enabled for your company administrator’s role, then contact Oracle CRM On Demand Customer Care.
NOTE: After the Manage PRM Access privilege is enabled for your company administrator's role, the record types that are used for Oracle CRM On Demand for Partner Relationship Management are available in Oracle CRM On Demand. For more information about these record types, see the Partner Relationship Management and High Tech section of the online help. Price lists that have the Published value in the Status field can be associated with some of the record types that are used in Oracle CRM On Demand for Partner Relationship Management. Any price list can be associated with an order record, regardless of the value in the Status field of the price list.
To set up a price list
- In the upper-right corner of any page, click the Admin global link.
- In the Content Management section, click Content Management.
- In the Product Catalog section, click Price Lists.
- On the Price List List page, do one of the following:
- To add a price list, click New.
- To update price list information, click the Edit link for the price list.
- On the Price List Edit page, complete the information.
The following table describes the fields 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 price list is valid.
|
Effective To
|
The date that ends the effective period during which the price list is valid. If this field is empty, then the price list is effective indefinitely.
|
Type
|
The type of price list. The following values are available by default:
- DIST COST. The costs for the pharmaceutical company, which are the original stocking costs that the physician or pharmacy must pay to purchase products from the pharmaceutical company.
- MSRP. The Manufacturer’s Suggested Retail Prices, which are the prices that the pharmaceutical company recommends for products sold to customers.
Your company can add values to the picklist for the Type field.
|
Status
|
The current status of the price list. The values available by default are In Progress and Published. The default value for all new price lists is In Progress.
NOTE: The price list is available in the Lookup window for the Price List field on order records regardless of the value in the Status field of the price list.
|
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. When you save the new price list record, this field becomes read-only and cannot be updated.
|
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.
|
Adding Price List Line Items
After creating a price list, you can add products as line items for the price list. A price list can contain multiple products, but each product can be listed only one time in any given price list.
To add a price list line item
- In the upper-right corner of any page, click the Admin global link.
- In the Content Management section, click Content Management.
- In the Product Catalog section, click Price Lists.
- Click the name of the price list that you want to update.
- On the Price List Detail page, in the Price List Line Items related information section, click Add.
- On the Price List Line Item Edit page, complete the information.
The following table describes the fields 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
|
The product for the price list line item.
|
Effective From
|
The date that begins the effective period during which the indicated price list line item is valid. This date must be within the Effective From and Effective To dates for the price list.
|
Effective To
|
The date that ends the effective period during which the indicated price list line item is valid. If this field is empty, then the price list line item is effective indefinitely.
|
Product Part #
|
The product part number is defined as part of the product setup. For products in Oracle CRM On Demand Life Sciences Edition, the part number is typically made up of the product name and the strength or dosage of the product.
|
Price Type
|
Denotes the type of the price. 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 line item, as well as the date and time when the price list line item was created.
|
Modified
|
The name of the person who last modified the price list line item, as well as the date and time when the price list line item was most recently modified.
|
Description
|
Additional information about the price list line item. This field has a limit of 2,000 characters.
|
|
