Add Adjustment Matrix to Price List

Add an adjustment matrix to a price list and see how it affects order lines in Order Management.

For example:

  • Set the unit price.

  • Set the start and end dates when the price applies.

  • Use an adjustment matrix. For example, apply a discount according to quantity.

  • Use a tier adjustment.

For details, see Manage Price Lists.

Assume you must modify a predefined price list that references the AS54888 Desktop Computer.

  • Reduce the base price from $2,500 to $2,000 for each computer.

  • If the order line quantity is 10 or more, then discount the sale price by 20%.

This topic uses example values. You might need different values, depending on your business requirements.

Summary of the Steps

  1. Examine the current behavior.

  2. Modify the price list.

  3. Verify your work.

Examine the Current Behavior

  1. Go to the Order Management work area, then click Tasks > Create Order.

  2. Complete attributes in the header.

  3. In the Order Lines area, add an item.

    Attribute

    Value

    Item

    AS54888, Desktop Computer

    Quantity

    10

    UOM

    Each

    Sale Price

    2,500

  4. Click 2,500 next to Sale Price, then examine the details.

    details next to Sale Price

    You will modify the price list so it applies a unit price of $2,000, and a discount of 20%.

  5. Click Done, and then sign out of Order Management.

Modify the Price List

  1. Sign into Oracle Pricing with administrative privileges.

  2. Go to the Pricing Administration work area, then click Tasks > Manage Price Lists.

  3. On the Manage Price List page, enter the value, and then click Search.

    Attribute

    Value

    Name

    Corporate Segment Price List

  4. In the Search Results, click Corporate Segment Price List.

  5. On the Edit Price List page, enter the value, then click Search.

    Attribute

    Value

    Item

    AS54888

  6. Enter the value.

    Attribute

    Value

    Base Price

    2000

  7. Click the down arrow next to Create Charge, then click Create Price Adjustment Matrix.

  8. In the Create Price Adjustment Matrix dialog, add a check mark to Ordered Quantity, then click OK.

  9. In the Sale Price, Price Adjustments area, add a row.

    Ordered Quantity

    Adjustment Type

    Adjustment Amount

    10

    Discount Percent

    20

  10. Click Save and Close, then sign out of Pricing.

Verify Your Set Up

  1. Go to the Order Management work area, then click Tasks > Create Order.

  2. Complete attributes in the header.

  3. In the Order Lines area, add an item.

    Attribute

    Value

    Item

    AS54888, Desktop Computer

    Quantity

    10

    UOM

    Each

    Sale Price

    1,600

  4. Click 1,600 next to Sale Price, then verify values in the Amount dialog.

    value next to Sale Price