Administering Oracle CRM On Demand > Content Management > Setting Up Price Lists for PRM
Setting Up Price Lists for PRM
Brand owners can maintain and publish price lists for their products, so that partners can use them when creating special pricing requests. Brand owner administrators can create multiple price lists and can associate each account or partner organization with one of them. Multiple products can be assigned to a price list and given a specific price.
On a special pricing request, the customer price list determines the Manufacturer’s Suggested Retail Price (MSRP) of the products, and the owner partner price list determines the reseller purchase cost. Maintaining these prices in price lists streamlines administration and facilitates the special pricing process.
Before you begin: To perform the procedures described in this topic, your role must include the Manage Content privilege.
NOTE: Access to price lists is restricted to brand owner administrators who have the Manage PRM Access privilege in their role.
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.
NOTE: To limit the records displayed on this page, click the menu in the title bar, and change the selection. The list contains the standard lists distributed with Oracle CRM On Demand along with the lists that you or your managers created.
- 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.
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Field
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Description
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Key Price List Information
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Price List Name
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The name of the price list.
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Effective From
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The date that begins the effective period during which the price list is valid.
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Effective To
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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.
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Type
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The type of price list. The following values are available by default:
- DIST COST. The distributors’ costs, which are the original stocking costs that the partner or reseller must pay to purchase products from the brand owner.
- MSRP. The Manufacturer’s Suggested Retail Prices, which are the prices that the brand owner recommends for products sold to customers.
Your company can add values to the picklist for the Type field. However, the values provided by default must not be changed. If they are changed, then the corresponding fields on the special pricing requests will not be populated using the price lists.
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Status
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The current status of the price list (In Progress or Published). The default value for all new price lists is In Progress. When a price list can be made available to users, change its status to Published.
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Currency
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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.
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Additional Information
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Created
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The name of the person who created the price list, as well as the date and time when the price list was created.
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Modified
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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.
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Description
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Additional information about the price list. This field has a limit of 2,000 characters.
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Publishing Price Lists
After a price list has been updated by the administrator, it can be published to users and used when creating special pricing requests.
To publish 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.
- Click the Edit link for the price list that you want to publish.
- On the Price List Edit page, choose Published from the Status menu.
- Click Save.
When you change the status to Published, the following occurs:
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.
NOTE: You can also access the Price List Line Item Edit page from a Product Edit page.
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.
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Field
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Description
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Key Price List Information
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Price List
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The name of the price list.
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Product
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The product for the price list line item.
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Effective From
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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.
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Effective To
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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.
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Price Type
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Denotes the type of the price. The current default value is Standard.
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List Price
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The price for the line item during the indicated effective period.
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Additional Information
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Created
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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.
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Modified
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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.
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Description
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Additional information about the price list line item. This field has a limit of 2,000 characters.
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