Understanding Enterprise Pricer Implementation
The following diagram provides an overview of the pricing setup tasks that includes the Enterprise Pricer setup process and defining the price-by keys, price list fields, pricing variables and the pricing dates.
The setup for Enterprise Pricer is separated into two parts: performing setup tasks and establishing pricing options. Setup tasks involve configuring the pricing features available in your pricing implementation. It may also be used by developers and others who intend to customize the Enterprise Pricer module by adding price-by fields to the list of delivered fields or by adding transactions to be priced. Pricing options are tasks performed to initially configure your system to establish pricing variables, fields you will use to perform your pricing, dates to be used in mathematical equations, and fields to use as Price List business objects.
Note: The general Enterprise Pricer user should not have access to the setup pages. These pages are available to the Enterprise Pricer developer to modify the Enterprise Pricer system data and to modify the pricing features available to the users. You can configure the Enterprise Pricer data entry pages and restrict which price-by fields are available to the general Enterprise Pricer user, but this is not required for a standard implementation of Enterprise Pricer. The system data described in these topics are delivered for each pricing transaction implementation.
Setup Tasks
A predetermined set of price-by key fields and price list fields are delivered as part of the standard pricing implementation, but the person administering Enterprise Pricer should know that these areas are available for customizations. If a new pricing key is added, the developer must also customize both online and batch pricing to use the new key. In general, these pages are not accessed; however, it is important that you understand how these pages are used to create a pricing structure. Setup tasks, such as expanding the list of price-by keys or expanding the list of price list fields, are considerably more complex. Only a knowledgeable PeopleSoft application developer or information technology person should perform these tasks.
The implementation options are:
Set up Price-by Keys: The All Price-by Key Fieldnames page contains the standard list of available fields that are used when defining price rule conditions at the line level.
All delivered price-by keys are available at implementation. Here you can add fields that are considered for price list determination and price rule creation.
Set up Transaction Code Options: The options for each transaction are delivered as system data and appear on the online pricing pages.
They also determine how Enterprise Pricer prices each transaction. Changes to these pages are considered a customization and are not supported by PeopleSoft.
Warning! The Enterprise Pricer application is delivered with standard setup data for the supported applications. Any changes made to the standard delivered data, or customer created pricing variables and dates, and custom mathematical expressions created by the customer are considered system customization and are not supported.
Pricing Options
The basic setup options task are:
Set up system pricing keys on the All Price-by Fieldnames page.
This defines the list of record fields that are used by the system.
Set up the application on the Price Transaction Code page.
This sets up the options for the application by defining the acceptable transaction codes.
Set up the price-by keys for the application using the Transaction Price-By Keys page.
This identifies the price-by keys used by the application when defining price lists and price rules.
Note: If a price-by field is currently assigned to a price rule or an arbitration plan, you cannot remove it from the list of values assigned to the pricing transaction.
Set up the pricing dates for the application on the Pricing Variables page.
This defines the pricing date variables used in the creation of price rules and arbitration plans. The dates are used to create breaks on the formula and select price lists.
Set up the pricing variables for the application on the Pricing Dates page.
This defines the pricing variables used for price formulas when creating price rules. The Pricing Variables page is used to establish the variables to use for calculating the net price using mathematical expressions.