Assign Pricing Strategy According to Customer
Assign the pricing strategy according to the value that you set in the Customer attribute on each sales order.
You can assign a different strategy for each customer according to the customer number or the customer name.
Assume you want to assign a different strategy for each customer according to the customer number.
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If the segment is Tier 1 and the customer is Computer Service and Rentals, then assign the Commercial pricing strategy.
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If the segment is Tier 1 and the customer is ABC Telecommunications, then assign the Corporate pricing strategy.
Assigning the pricing strategy according to customer is similar to assigning according to business unit. Do the set up described in the Assign Pricing Strategy According to Business Unit topic, but with these following important differences:
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Get the customer number. Skip this step if you need to assign according to customer name.
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Modify the matrix class.
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Modify the strategy assignment.
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Modify the service mapping.
Get the Customer Number
You will reference the customer number instead of the customer name because the number is unique. Using the number helps to avoid problems when you have the same customer name in more than one customer record.
Use the Manage Customers task to get the customer numbers. Assume you identify the numbers.
Customer |
Registry ID |
---|---|
Computer Service and Rentals |
2145 |
ABC Telecommunications |
2150 |
For details, see Display Account Details on Sales Orders.
Modify the Matrix Class
Modify the matrix class so you can set the customer in the strategy assignment.
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Go to the Pricing Administration work area, then click Tasks > Manage Matrix Classes.
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On the Manage Matrix Classes page, in the Name column, click Sales Pricing Strategy Assignment.
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On the Edit Matrix Class page, in the Condition Columns area, click Actions > Add Row, then set the values.
Attribute
Value
Name
Customer
Source Code Name
Customer
Comparison
=
Compare to Attribute
Header.CustomerId
Required
Doesn't contain a check mark.
Allow Null
Contains a check mark.
Null is Wildcard
Contains a check mark.
Domain
Click the pencil, then set the values.
To set the Domain, click the pencil in the Domain column, then set the values in the Edit Column Domain Values dialog. Set them in the same sequence that this table displays them.
Sequence
Attribute
Value
1
Domain Type
View Object Query
2
Application Module
MatrixDomainAM (oracle.apps.scm.pricing.common.publicModel.applicationModule.MatrixDomain.AM)
3
Configuration
MatrixDomainAMLocal
4
View Object
CustomerPVO
5
Key Attribute
PartyId
For details, see Overview of Displaying Customer Details on Sales Orders.
6
Display Attribute
PartyNumber
If you want to use the customer name, set this attribute to PartyName instead of PartyNumber.
7
View Criteria
CustomerPVOPartyTypeAndStatusCriteria
Also, add these bind variables.
- Add the bindPartyStatus bind variable and set it's value to A.
- Add the bindPartyType bind variable and set it's value to ORGANIZATION.
8
Data Type
Number
Leave all other attributes empty.
Modify the Strategy Assignment
Next, modify the strategy assignment.
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Click Tasks > Manage Pricing Strategy Assignments.
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On the Manage Pricing Strategy Assignments page, click Actions > Add Row, set the values, then click Save.
Attribute
Value
Assignment Level
Header
Pricing Context
Sales
Transaction Type
All
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Click Create Assignment Matrix.
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In the Create Assignment Matrix dialog, in the Select Optional Condition Columns area, set the values, then click OK.
Attribute
Value
Pricing Segment
Contains a check mark.
Customer
Contains a check mark.
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In the Pricing Strategy Assignment Rules area, create 2 rows.
Pricing Segment
Customer
Pricing Strategy
Precedence
Tier 1
2145
Commercial
5
Tier 1
2150
Corporate
5
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Continue with the rest of the work described in the Assign Pricing Strategy According to Business Unit topic, such as modifying the pricing algorithm and testing your set up.