Modify Your Pricing Algorithm's Variables

In this example, you modify variables to allow your users to set the value for the Calculation GSA price, to set the value for segment price list charges, and to validate that segment prices are greater than or equal to GSA prices.

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. Create a new version of the algorithm.

3. Examine the pricing strategy and pricing strategy assignment.

4. Verify your set up.

Examine the Current Behavior

1. Make sure you have the privileges that you need to manage sales orders.

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

3. On the Create Order page, add a customer and add an item.

   Attribute	Value
   Customer	Computer Service and Rentals
   Select Item	AS54888

4. In the Amount column, click the link, then notice that the Amount dialog doesn't include pricing for GSA.

   Price Component	Amount
   List Price	2,500
   Discount	100
   Tax	200
   Net Price Plus Tax	2,600

Create a New Version of the Algorithm

1. Sign out, then sign in with the privileges that you need to administer pricing.

2. Go to the Pricing Administration work area.

3. On the Overview page, click Tasks > Manage Algorithms.

4. On the Manage Algorithms page, locate the algorithm you must modify.

   To locate the pricing algorithm you must modify, examine the links in the Name column, click one that looks promising, then examine the steps. It might be necessary to examine more than one algorithm.

   For this example, you must allow your users to modify the price for a sales transaction, so, select the row that includes Price Sales Transactions in the Name column.

5. Click Actions > Create Version.

   Pricing creates a new version and sets the Status to In Progress.

6. In the Name column of the version you just created, click Price Sales Transactions.

7. On the Edit Algorithm page, examine the step names to verify that the algorithm can implement the behavior your require.

   This algorithm includes step names that set the value for the GSA price, such as Calculate GSA Price, so its likely you can modify it to implement the behavior you need.

8. Click Variables.

9. In the row that contains CalculateGSAPrice in the Name column, set the value, then click Save and Close.

   Attribute	Value
   Default Expression	true

10. On the Manage Algorithms page, choose the row that contains the highest version of Price Sales Transaction, then click Actions > Publish.

Examine the Pricing Strategy and Pricing Strategy Assignment

1. Click Tasks > Manage Pricing Strategy Assignment.

2. Click the Strategy Assignment header row, then examine the line that includes GSA Corporate Segment in the Pricing Segment.

   Examine the setup for the customer pricing profile, pricing segment, and pricing strategy assignment. For example, notice how Pricing assigns GSA Corporate Strategy to the Corporate Segment pricing segment for customer Computer Service and Rentals.

3. Examine the price list and verify that it contains these values.

   Attribute	Value
   Item	AS5488
   Pricing Charge Definition	Sale Price
   Charge Type	One Time
   Charge Sub Type	Price
   Calculation Method	Price
   Base Price	200

Verify Your Set Up

1. Sign out, then sign into Order Management.

2. Create a sales order, add a customer, then add an item.

3. In the Amount column, click the link, then make sure the Amount dialog doesn't include an amount for tax.

   Price Component	Amount
   List Price	2,500
   Discount	100
   Net Price Plus Tax	2,400