Basic Pricing Procedure Workflow

The Basic Pricing Procedure workflow, as shown in the following figure, provides basic pricer license functionality where the list price, volume discounts, and service pricing are supported.

Workflow Description

This workflow does the following:

1. Stamps error codes by checking for various conditions on the Price list.

2. From the error codes stamped in step 2, branches out to the different actions listed in step 4.

3. Does the following:

   1. Raises Expired Error

   2. Raises Not Expired Error

   3. Calculates the quantity of each component in a customizable product instance, and rolls down the price list ID and promotion ID from the root.

4. Determines the price action code based on the item’s Action Code and Price Type.

5. Using the Simple Look-up Transform business service, searches for the correct price list and stamps various price fields on the line item.

6. Gets Root Price List Item Id|Start = List|Net = Start.

7. Splits Unpriced Actions.

   Note: Do not price line items with Skip Pricing Flag = 'Y'.

8. Splits service and nonservice line items so they can be priced separately.

   Note: In this Pricing Procedure, products and service products need to be split and handled differently. Service procedures are services that are tied to products, for example, a maintenance service on a car. The pricing of a service is tied to the product it covers. Later in the this workflow, steps named " XXX service Pricing" will consume the Service Product Row Set.

9. Applies the volume discount adjustment that matches the quantity on the line item.

10. Finds out the upsell discount information.

11. Applies tiered volume discounts to the net price.

12. Finds out the tiered upsell discount information.

13. Forces the net price to be within the minimum and maximum values defined in the price list item.

14. Sets the manual adjustment and applies line item and header-level manual discounts.

15. Sets the pricing adjustment. Before adjustments and discounts, the Net Price = Start Price.

16. Updates the net price for any covered products that were repriced.

17. Looks up the list price information for covered products.

18. Calculates the start price for the service product by applying the percentage in the price list item to the net or start price of the covered product.

19. Before adjustments and discounts, ensures that the Net Price = Start Price.

20. Applies the volume discount adjustment that matches the quantity on the line item.

21. Determines the upsell discount information.

22. Applies tiered volume discounts to the net price.

23. Determines the tiered upsell discount information.

24. Applies line item and header-level manual discounts.

25. Merges service and nonservice line items.

26. Merges unpriced line items.

27. Gets the MPT Prices and the NRC and MRC price components.

28. Spreads discounts from bundle product root to subcomponents.

29. Calculates the total extended price of the customizable product, including all subcomponents.

    The following table lists the steps in the Basic Pricing Procedure with the business service and the method that is called by each step.

    Name	Type	Business Service	Method	Sub Process	Description
    Check Header Price List	Business Service	Row Set Transformation Toolkit Service	Query Transform	Not applicable	Stamps error codes by checking for various conditions on the Price list.
    Price List Error	Not applicable	Not applicable	Not applicable	Not applicable	From the error codes stamped in step 1, branches out to different actions in the next step.
    Raise Expired Error	Business Service	Pricing Manager	Raise Price List Expired Error	Not applicable	Halts execution and provides an error message to the user if the header Price List is expired.
    Raise Not Effective Error	Business Service	Pricing Manager	Raise Price List Not Effective Error	Not applicable	Halts execution and provides an error message to the user if the header Price List is not yet effective.
    Customizable Product Roll-Down	Business Service	Row Set Transformation Toolkit Service	Hierarchical Transform	Not applicable	Calculates the quantity of each component in a customizable product instance. Rolls down the price list ID and promotion ID from the root.
    Determine Price Action	Not applicable	Not applicable	Not applicable	Not applicable	Determines the price action code based on the item Action Code and Price Type.
    Get List Price	Business Service	Row Set Transformation Toolkit Service	Hierarchical Transform	Not applicable	Gets the list price for each row in the row set. Appends other values from the price list item Buscomp to the row.
    Get Root Price List Item Id|Start = List|Net = Start	Not applicable	Not applicable	Not applicable	Not applicable	Not applicable
    Split Unpriced Actions	Business Service	Row Set Transformation Toolkit Service	Split	Not applicable	Moves service products from the row set into another row set for use in the service pricing subprocedure.
    Split Service Products	Business Service	Row Set Transformation Toolkit Service	Not applicable	Not applicable	Splits service and nonservice line items so they can be priced separately. (Note: Later in the workflow, steps named " XXX service Pricing" would consume the Service Product Row Set).
    Simple Volume Discount for Keep Price <> Y	Not applicable	Not applicable	Not applicable	Not applicable	Applies the volume discount adjustment that matches the quantity on the line item.
    Split Service Products	Business Service	Row Set Transformation Toolkit Service	Not applicable	Not applicable	Splits service and nonservice line items so they can be priced separately. (Note: Later in the workflow, steps named " XXX service Pricing" would consume the Service Product Row Set).
    Simple Volume Discount for Keep Price <> Y	Not applicable	Not applicable	Not applicable	Not applicable	Applies the volume discount adjustment that matches the quantity on the line item.
    Simple Volume Discount Upsell for Keep Price <> Y	Not applicable	Not applicable	Not applicable	Not applicable	This is a step to find out upsell discount information.
    Tiered Volume Discount for Keep Price <> Y	Not applicable	Not applicable	Not applicable	Not applicable	Applies tiered volume discounts to the Net Price.
    Tiered Volume Discount Upsell for Keep Price <> Y	Not applicable	Not applicable	Not applicable	Not applicable	This is a step to find out tiered upsell discount information.
    Check Min or Max Price for Keep Price <> Y	Not applicable	Not applicable	Not applicable	Not applicable	Forces the Net Price to be within the Minimum and Maximum defined in the price list item.
    Manual Adjustment	Not applicable	Not applicable	Not applicable	Not applicable	Applies line item and header-level manual discounts.
    Set Pricing Adjustment	Business Service	Row Set Transformation Toolkit Service	Split Transform	Not applicable	Before adjustments and discounts, Net Price = Start Price.
    Update Covered Product Net Prices	Business Service	Row Set Transformation Toolkit Service	Row Set Lookup Transform	Not applicable	Updates the net price for any covered products that were repriced.
    Get Covered Product List Price	Not applicable	Not applicable	Not applicable	Not applicable	Looks up list price information for the covered product.
    Update Covered Product Net Prices	Business Service	Row Set Transformation Toolkit Service	Row Set Lookup Transform	Not applicable	Updates the net price for any covered products that were repriced.
    Get Covered Product List Price	Not applicable	Not applicable	Not applicable	Not applicable	Looks up list price information for the covered product.
    Calculate Covered Product Service Price	Not applicable	Not applicable	Not applicable	Not applicable	Calculates the Start Price for a service product by applying the percentage in the price list item to the Net or Start Price of the covered product.
    Net = Start:Service Price	Not applicable	Not applicable	Not applicable	Not applicable	Before adjustments and discounts, Net Price = Start Price.
    Update Covered Product Net Prices	Business Service	Row Set Transformation Toolkit Service	Row Set Lookup Transform	Not applicable	Updates the net price for any covered products that were repriced.
    Get Covered Product List Price	Not applicable	Not applicable	Not applicable	Not applicable	Looks up list price information for the covered product.
    Calculate Covered Product Service Price	Not applicable	Not applicable	Not applicable	Not applicable	Calculates the Start Price for a service product by applying the percentage in the price list item to the Net or Start Price of the covered product.
    Net = Start:Service Price	Not applicable	Not applicable	Not applicable	Not applicable	Before adjustments and discounts, Net Price = Start Price.
    Simple Volume Discount for Keep Price <> Y:Service Price	Not applicable	Not applicable	Not applicable	Not applicable	Applies the volume discount adjustment that matches the quantity on the line item.
    Simple Volume Discount Upsell for Keep Price <> Y:Service Price	Not applicable	Not applicable	Not applicable	Not applicable	This is a step to find out upsell discount information.
    Tiered Volume Discount for Keep Price <> Y:Service Price	Not applicable	Not applicable	Not applicable	Not applicable	Applies tiered volume discounts to the Net Price.
    Tiered Volume Discount Upsell for Keep Price <> Y:Service Price	Not applicable	Not applicable	Not applicable	Not applicable	Tiered Volume Discount Upsell for Keep Price <> Y:Service Price.
    Check Min or Max Price for Keep Price <> Y:Service Price	Not applicable	Not applicable	Not applicable	Not applicable	Forces the Net Price to be within the Minimum and Maximum defined in the price list item.
    Simple Volume Discount for Keep Price <> Y:Service Price	Not applicable	Not applicable	Not applicable	Not applicable	Applies the volume discount adjustment that matches the quantity on the line item.
    Manual Adjustment:Service Price	Not applicable	Not applicable	Not applicable	Not applicable	Applies line item and header-level manual discounts.
    Set Pricing Adjustment:Service Price	Not applicable	Not applicable	Not applicable	Not applicable	Before adjustments and discounts, Net Price = Start Price.
    Merge Service Products	Business Service	Row Set TransformationToolkit Service	Merge Transform	Not applicable	Merges service and nonservice line items.
    Merge Unpriced Actions	Business Service	Row Set TransformationToolkit Service	Hierarchical Transform	Not applicable	Merges the priced and unpriced row sets into one.
    Get MPT Prices	Business Service	Row Set TransformationToolkit Service	Conditional Action Transform	Not applicable	Gets NRC and MRC price components.
    Roll-Down Bundle Prices	Business Service	Row Set Transformation Toolkit Service	Hierarchical Transform	Not applicable	Spreads the discount from the bundle product root to subcomponents.
    Customizable Product Roll-Up	Business Service	Row Set Transformation Toolkit Service	Hierarchical Transform	Not applicable	Calculates the total extended price of the customizable product including all subcomponent.