How to Set Up Custom Qualifiers Based on Order Header Extensible Flexfields
Here's how you can set up and use custom qualifiers based on order header extensible flexfields in your Supplier Ship and Debit programs.
Identify the Order Header Flexfields
- With roles having the required access, navigate to the Setup and Maintenance work
area.
- Offering: Order Management
- Functional Area: Orders
- Task: Manage Order Extensible Flexfields
- On the Manage Order Extensible Flexfields page, in the Search area, enter Header Information as the name, then click Search.
- Select the flexfield from the search results and click Edit.
- On the Edit Extensible Flexfield: Header Information page, click to expand Additional Header Information in the Category section.
- On the Associated Contexts tab, click Manage Contexts, create
a new context with required details, and then save your work. For example:
Field Value Display Name Channel Program2 Code Channel Program2 API Name ChannelProgram2 Enabled Ensure that the check box is selected Behavior Single Row Description Channel Program Qualifier Context Usages Additional Header Information Add these additional details to your sales order through Order Management > Create Order > Actions > Edit Additional Information.
- In the Context Sensitive Segments section of the Edit Context page, click
Actions > Create to add a new
segment for example:
Field Value Name Service Level Code Service Level API Name serviceLevel Enabled Ensure that the check box is selected - Click Create Value Set.
- On the Create Value Set page, enter the details, and save your work. For
example:
Field Value Value Set Code Service Level Description Service Level Module Order Management Validation Type Independent Value Data Type Character - In the Definition section, enter the following details, and
save your work. For example:
Field Value Value Subtype Text Maximum Length 10 - Click Manage Values and ensure that the values are enabled,
and save your work. For example:
Attribute Value Description Value Gold Gold Level Value Silver Silver Level Value Bronze Bronze Level - Return to the Create Segment page, enter the required
details, and save your work. For example:
Region Attribute Value Column Assignment Data Type Character Column Assignment Table Column ATTRIBUTE_CHAR1 Validation Value Set Service Level Validation Value Set Description Service Level Display Properties Prompt Service Level Display Properties Display Type List of Values Display Properties Display Size 10 Display Properties Display Height 1 - On the Edit Context page, ensure that the details in the Context
Sensitive Segments section show accurately. For example:
Field Value Sequence 10 Name Service Level Code Service Level Value Data Type Character Display Type List of Values Value Set Service Level Enabled Ensure that this check box is selected Prompt Service Level - Navigate to the Manage Context page and search for the Header Information EFF and click Edit.
- On the Edit Extensible Flexfield: Header Information page, select Additional Header Information from the Category list and add an Associated Context in the Additional Header Information Details section.
- Search for and add the context you created. For example, Channel Program2. Save your work.
- Click on the Pages tab. Click Actions >
Create to create a new page and add the required details.
For example:
Field Value Display Name Channel Program Qualifiers2 Code Channel Program Qualifiers2 Description Channel Program Qualifiers Usage Additional Header Information - Select the page you just created, search for, and associate the context you created with this page. For example, Channel Program2. Save your work.
- On the Manage Order Extensible Flexfields page, search for the Header Information extensible flexfield, and click Deploy Flexfield. Wait for the deployment dialog to indicate that deployment successfully finished, then click OK.
- Verify your setup.
Download the Flexfield Archive and Obtain the View Object Details for the Extensible Flexfields Context
- From the Manage Order Extensible Flexfields page, select your flexfield.
- From the Actions menu, select Download Flexfield Archive. Wait for the dialog to indicate that the archive successfully finished, then click Download. Save the 10008_DOO_HEADERS_ADD_INFO.zip file to your local hard drive.
- Open the file, extract, and get the information for the context from the
location:
10008_DOO_HEADERS_ADD_INFO\oracle\apps\scm\doo\processOrder\flex\headerContextsB\view
- Open the XML file HeaderEffBChannelProgram2privateVO.xml. See the VO name for your flexfield. For example, name = HeaderEffBChannelProgram2privateVO.
- You can also get the attribute name from the XML file. For example, ViewAttribute Name=serviceLevel.
Manage Service Mapping Setup Using Sandbox after Identifying the Order Extensible Flexfields
- With the appropriate pricing administrator role, navigate to the Sandboxes page.
- In the Navigator, click Sandboxes.
- On the Sandbox page, click Create Sandbox.
- On the Create Sandbox page, enter a name for the sandbox.
- Select the check box for the Manage Service Mappings tool, then click Create and Enter.
- Navigate to the Pricing Administration work area. Select Manage Service
Mappings from the panel.Note: A yellow banner displays at the top of the page to indicate that you're in the sandbox.
- On the Manage Service Mappings page, click Sales. Pricing comes predefined with the Sales service mapping that prices sales orders and order lines.
- On the Edit Service Mappings: Sales page, click the Entities tab. You use the
Entities tab to define the entity and its attribute details that receive the output
of the service mapping. On the Entities tab, click Action >
Add Row, and enter the following details:
Field Value Entity Name of your entity, for example, ServiceLevel_Custom Description A description containing information about the entity for the flexfield on the order header. - In the Details section, add the following attributes, for example, and then save
your work.
Attribute Type Primary Key Allow Null HeaderId_Custom Long Selected Selected ServiceLevelCode_Custom String Leave this blank Selected - To specify the services, click the Services tab, and select ProgramEligibility.
- In the Program Eligibility: Details section, select the Entities tab, click
Actions > Add Row, enter the
following values, for example, and then save your work.
Field Value Entity ServiceLevelCode_Custom Read Selected Write Selected - In the Details section, add the following attributes, for example, and then save
your work.
Attribute Alias Read Write Parent Attribute HeaderId_Custom Leave this blank. Selected Leave this blank. Leave this blank. ServiceLevelCode_Custom Leave this blank. Selected Leave this blank. Leave this blank. - On the Edit Service Mappings: Sales page, select the Sources tab. Pricing comes predefined with the Sales service mapping that prices sales orders and order lines.
- For each of the following sources, add the entity you created, and add the following
details in the Entity Mappings tab of the Details section:
Source - ChannelProgramsforOrder
Field Value Source ChannelProgramsForOrder Entity The name of the entity you created. For example, ServiceLevel_Custom Type View object View Object The name of the view object. You retrieve this information from the downloaded flexfield definition XML file. For example, HeaderEffBChannel__Program2privateVO Query Type Unique identifier Query Attribute HeaderId In the details section of your entity, click the Attributes Mappings tab. Enter the attributes of the entity that you created and the view object attributes from the XML file, for example:
Field Value HeaderId_Custom HeaderId ServiceLevelCode_Custom serviceLevel Source - ChannelProgramsforOrderLine
Field Value Source ChannelProgramsForOrderLine Entity The name of the entity you created. For example, ServiceLevel_Custom Type View object View Object The name of the view object. You retrieve this information from the downloaded flexfield definition XML file. For example, HeaderEffBChannelProgram2privateVO Query Type Unique identifier Query Attribute HeaderId In the details section of your entity, click the Attributes Mappings tab. Enter the attributes of the entity that you created and the view object attributes from the XML file, for example:
Attribute View Object Attribute HeaderId_Custom HeaderId ServiceLevelCode_Custom serviceLevel Source - ManualChannelProgramsforOrder
Field Value Source ManualChannelProgramsForOrder Entity The name of the entity you created. For example, ServiceLevel_Custom Type View object View Object The name of the view object. You retrieve this information from the downloaded flexfield definition XML file. For example, HeaderEffBChannel__Program2privateVO Query Type Unique identifier Query Attribute HeaderId In the details section of your entity, click the Attributes Mappings tab. Enter the attributes of the entity that you created and the view object attributes from the XML file, for example:
Attribute View Object Attribute HeaderId_Custom HeaderId ServiceLevelCode_Custom serviceLevel - Click Save.
Pricing Algorithm Setup
After making any customizations, you must update the changes in the Pricing algorithm and publish it.
- From the Navigator, select Pricing Administration.
- From the Tasks panel, click Manage Algorithms. Select the
algorithm for program eligibility, Get Eligible
Programs.Note: You can either create a new version of Get Eligible Programs or you can modify the existing version. To modify the existing version, first set it to inactive, make the changes, make it active again, and then publish it.
- If you're setting up for supplier rebate programs, then on the Edit Algorithm: Get
Eligible Programs page, from the Algorithm tab, select the step Process
Supplier Rebate Programs. Select the Process Each Program
Header row, then select Process Header Eligibility,
, and then select Invoke Header Eligibility
Matrix. Add the entity you created using Service
Mappings. Add the following details below the Header data set
row:
Field Value Name Enter your custom entity name here. For example, ServiceLevel_Custom. Variable Path Add the variable path to your custom entity here. For example, EligibilityRequest.ServiceLevel_Custom. Primary Leave this blank. Cardinality Zero or one Data Set Join [HeaderId_Custom:{Header.HeaderId}] Order By Leave this blank. - If you're setting up for supplier ship and debit or customer rebate programs, then
on the Edit Algorithm: Get Eligible Programs page, from the Algorithm tab, select the
step Process Supplier Ship and Debit or Customer Rebate
Programs. Select the row Process Eligible Program
Headers and add the entity you created using Service
Mappings. Add the following details below the Header data set
row:
Field Value Name Enter your custom entity name here. For example, ServiceLevel_Custom. Variable Path Add the variable path to your custom entity here. For example, EligibilityRequest.ServiceLevel_Custom. Primary Leave this blank. Cardinality Zero or one Data Set Join [HeaderId_Custom:{Header.HeaderId}] Order By Leave this blank. - On the Edit Algorithm: Get Eligible Programs page, in the Data Sets section of the
Algorithm tab, select Process Each Program
Candidate, select Process Program Eligibility
and select the Invoke Program Eligibility Matrix Row add the
entity you created using Service Mappings. Add the following
details below the Header data set row:
Field Value Name Enter your custom entity name here. For example, ServiceLevel_Custom. Variable Path Add the variable path to your custom entity here. For example, EligibilityRequest.ServiceLevel_Custom. Primary Leave this blank. Cardinality Zero or one Data Set Join [HeaderId_Custom:{Line.HeaderId}] Order By Leave this blank. - Verify your setup, save, and then click Actions and Publish to publish the algorithm.
Adding the Qualifier
- In the Setup and Maintenance work area, go to:
- Offering: Order Management
- Functional Area: Channel Revenue Management
- Task: Manage Channel Lookups
- On the Manage Channel Lookups page, search for ORA_CJM_QUALIFIER_TYPE as the Lookup Type.
- Click Action > New to add the
following lookup code:
Field Value Lookup Code Enter a name here. For example, SERVICE_LEVEL. Enabled Selected Meaning Service Level - Click Save and Close.
- From the Navigator, select Pricing Administration.
- In the Overview page, from the Tasks panel select Manage Matrix Classes.
- In the Manage Matrix Classes pages, select Channel Program Eligibility.
-
Field Value Name Add the name of the qualifier that you entered in the lookup to the Condition Columns of the Edit Matrix Class: Channel Program Eligibility page. For example, Service Level Equals. Source Code Name Enter the lookup code that you entered in ORA_CJM_QUALIFIER _TYPE concatenated with the operator abbreviation. The source code name of the matrix condition must match the newly created lookup code. The supported operator abbreviations are E for equal to, NE for not equal to, EGT for greater than or equal to, and ELT for less than or equal to. For example, SERVICE_LEVEL_E. Comparison Choose the comparison operator. For example, =. Compare to Attribute Select the required attribute. If you're unable to view the attribute, make any update to the description of the Channel context and save it before publishing the sandbox.
Note: The format of the Compare To Attribute must be Entity Name.Attribute Name (from Service Mappings). For example, ServiceLevel_Custom.ServiceLevelCode_CustomRequired Leave this blank. Allow Null Selected Null is Wildcard Selected - Click the icon next to Domain to edit the column domain
values.
Add the required Domain Values, for example:Field Value Name Enter a name here. For example, Service Level Equals. Default Value Leave this blank Default is fixed value Don't select this. Domain Type Custom Data Type Text Field Value Domain Value Gold Display Value Gold Domain Value Silver Display Value Silver Domain Value Bronze Display Value Bronze - Click Save and Close.
You can now add the qualifier value used in the program in the EFF context field to the sales order line additional information.