1. Administering Pricing
  2. Roadmap to Manage Oracle Pricing

Roadmap to Manage Oracle Pricing

Use this road map to get the big picture of how to manage Oracle Pricing, including setup and administration.

  • Sign into Oracle Applications. Make sure you have the privileges that you need to administer pricing. For details, see the Pricing Administrator chapter in Security Reference for Order Management.

  • Do the setup first, then the administration.

  • Do the work in the same sequence that each roadmap lists the topics.

  • All steps are optional. The roadmap provides a generic approach to manage Pricing. You might find you only need to do a few steps, depending on the Pricing functionality you need.

Set Up Pricing

Get started. See these topics.

  1. Manage Pricing Charge Definitions

  2. Manage Price Elements

  3. Manage Pricing Bases

  4. Manage Pricing Parameters

  5. Manage Rounding Rules

Set up user interfaces.

  1. Manage Pricing Totals

  2. Manage Pricing Results Presentations

  3. Manage Pricing Messages

  4. Manage Pricing Message Tokens

  5. Manage Pricing Lookups

  6. Manage Pricing Descriptive Flexfields

Administer Pricing

Administer profiles, segments, strategies, and lists.

  1. Manage Pricing Profiles.

  2. Manage Pricing Segments.

  3. Manage Pricing Strategies. Create a pricing strategy but don't add any lists.

  4. Manage Price Lists.

  5. Manage Cost Lists.

  6. Manage Discount Lists.

  7. Manage Shipping Charge Lists.

  8. Manage Currency Conversion Lists.

  9. Manage Pricing Strategies. Add lists and other objects you created in steps 4 through 8 to the pricing strategy you created in step 3.

  10. Assign Pricing Strategies.

  11. Test your set up. Use an Oracle Application, such as Oracle Order Management, to verify pricing works correctly.

Administer algorithms, service mappings, and matrixes.

  1. Manage Pricing Matrix Types

  2. Map Pricing Operations to Pricing Algorithms

  3. Manage Pricing Algorithms

  4. Manage Service Mappings

  5. Manage Matrix Classes

Quick Start

Use this section only if must do a few tasks, depending on the Pricing functionality you need.

Modify How Order Management Displays Pricing Details

Description

Topic

Modify how Pricing calculates the price details that Order Management displays for an order line, such as the unit price, list price, sale price, and discount.

Modify Prices on Order Lines

Specify the details that Order Management displays in the Amount dialog.

Modify Pricing Algorithm Variables

Specify the details that Order Management displays in the Total dialog.

Manage Pricing Totals

Specify how to display each price element in a price breakdown. For example, how to display the rounding adjustment in the price breakdown that Order Management displays in the Amount Sale Price dialog.

Manage Pricing Results Presentations

Modify Pricing Logic

Description

Topic

Specify the logic that Pricing uses to calculate price. For example, remove the tax calculation.

Modify Pricing Algorithms

Specify the logic that Pricing uses to calculate totals. For example, calculate credit before you calculate tax.

Manage Pricing Totals

Add an attribute to the pricing calculation. For example, add freight details to an order line.

Manage Service Mappings

Apply conditional logic. For example, apply a different percent discount depending on whether the customer resides in a North, South, East, or West geographical region.

Managing Matrix Classes

Specify how Pricing rounds the values it calculates. For example, round each price to 0.97 or 0.99 for companies that reside in the United States, and round each price to 88 for companies that reside in China.

Manage Rounding Rules

Create a pricing rule that controls how Pricing calculates the price for each item. For example:

  • Set the base price to $500 USD for a cell phone, and allow the user to manually adjust the price.

  • Add a 5% increase to the invoice price to capture cost of goods sold.

  • Provide an 8% discount if the customer purchases a recurring service for 12 months, such as a monthly service call.

  • Price shipping for a Desktop Computer at $50 for Standard Delivery and $100 for Express Delivery.

  • Set up the base price for a computer monitor at $400 USD (United States Dollar), and use a 1.38 conversion rate to offer it for sale in CAD (Canadian Dollar) at $553.88.

Pricing Rules

Use tier pricing or a pricing matrix to adjust the price that a pricing rule calculates.

Adjust Prices

Specify a pricing charge definition that determines the total price of an item. For example, add a handling fee to an item that currently includes only a sale charge and an administration charge.

Manage Pricing Charge Definitions

Specify the basis that Pricing uses to calculate an adjustment according to a percent or amount. For example, sell to a distributor who ships items and handles freight and shipping, but exclude freight charges from your pricing basis.

Manage Pricing Bases

Modify Pricing for Strategies and Customers

Description

Topic

Use a pricing profile to categorize customers who exhibit similar characteristics. For example, categorize a customer as high size and high revenue.

Manage Pricing Profiles

Use a pricing segment to categorize customers, understand their business motivations, and to offer a pricing solution. Track pricing performance to improve revenue and profit margins.

Manage Pricing Segments

Create a pricing strategy that helps you achieve a profitability goal.

Manage Pricing Strategies

Related Topics