Use Closed Lines to Help Price Items

Allow Oracle Pricing to consider closed lines when it needs to price an item that involves a pricing promotion. Oracle Order Management doesn't usually include shipped, billed, or closed lines when it sends a request to Pricing to price a revision. However, these lines might be critical when determining whether to apply the promotion. Consider some examples:

  • Your promotion applies a 10% discount when the order's total is more than $1,000.  The order's total value is $1,200, order line 1 has a value of $750 and already shipped. You revise the order, line 2 is still open but it's value is $450, so Pricing doesn't apply the discount.
  • Your promotion says buy a laptop, get a laptop bag for free.  The sales order contains a laptop, mouse, set of cables, and the free bag. You revise the order. Order Management already shipped the laptop separately, but he mouse and cables don't support the free bag, so Pricing doesn't apply the promotion on the revision.
  • Your promotion provides a 10% discount if you buy 10 to 19 items, a 15% discount if you buy 20 to 29 items, and a 20% discount if you buy 30 or more items.  You buy 35 items and Order Management ships 15 of them, leaving you with 20 items that haven't shipped.  You revise the order.  You bought 35 items so you expect a 20% discount, but Pricing applies only a 15% discount because it doesn't consider the 15 items that already shipped.

If you opt into this feature, then Order Management will include the shipped, billed, and closed lines. Pricing will consider these lines when it determines whether to apply the promotion but it won't reprice them.

Produce more accurate pricing for revisions.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Order Management

Tips And Considerations

If you have a large volume of orders and order lines, then including shipped, billed, and closed lines might affect performance.

Key Resources

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

  • Manage Draft Pricing Promotions (QP_MANAGE_DRAFT_PRICING_PROMOTIONS)
  • Manage Pricing Promotions (QP_MANAGE_PRICING_PROMOTIONS)
  • View Pricing Promotions (QP_VIEW_PRICING_PROMOTIONS)
  • Activate Pricing Promotions (QP_APPROVE_PRICING_PROMOTIONS)
  • Manage Dynamic Rules (QP_MANAGE_DYNAMIC_RULES)
  • Manage HCM Rules (HRC_MANAGE_HCM_RULES_PRIV)
  • Manage File Import and Export (FND_MANAGE_FILE_IMPORT_AND_PRIV)