How to Set Up Custom Qualifiers Based on Order Line Extensible Flexfields

Here's how you can setup and use custom qualifiers based on order line extensible flexfields in your Supplier Ship and Debit programs.

Create a New EFF Attribute in OM Order Line

1. 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

2. On the Manage Order Extensible Flexfields page, in the Search area, enter Fulfillment Line Information as the name, then click Search.

3. Select the flexfield from the search results and click Edit.

4. Click Manage Contexts and then create a new context, and then save your work. For example:

   Field	Value
   Display Name	Channel Program
   Code	ChannelProgram
   API Name	ChannelProgram
   Enabled	Ensure the check box is selected
   Behavior	Single Row
   Description	Channel Program Qualifier
   Context Usages	Additional Fulfillment Line Information

5. Add a new Segment, add the segment details, and save your work. For example:

   Field	Value
   Name	SSD Authorization Code
   Code	SSD Authorization Code
   API Name	ssdAuthorizationCode
   Description	Channel Program SSD Authorization Code
   Data Type	Character
   Table Column	ATTRIBUTE_CHAR1

6. Click Create Value Set.

   Field	Value
   Value Set Code	SSD Authorization Code
   Description	SSD Authorization Code
   Module	Order Management
   Validation Type	Format Only
   Value Data Type	Character

7. In the Definition section, enter the following details, and save your work.

   Field	Value
   Value Subtype	Text
   Maximum Length	10

8. Return to the Create Segment page, enter details, and save your work. For example:

   Region	Attribute	Value
   Column Assignment	Data Type	Character
   Column Assignment	Table Column	ATTRIBUTE_CHAR1
   Validation	Value Set	SSD Authorization Code
   Validation	Value Set Description	SSD Authorization Code
   Display Properties	Prompt	SSD Authorization Code
   Display Properties	Display Type	Text Box
   Display Properties	Display Size	10
   Display Properties	Display Height	1

9. Navigate to the Manage Context page and search for the Fulfillment Line Information EFF and click Edit.

10. On the Edit Extensible Flexfield: Fulfillment Line Information page, select Additional Fulfillment Line Information from the Category list and add an Associated Context in the Additional Fulfillment Line Information section.

11. Search for and add the context you created, for example Channel Program. Save your work.

12. Click the Pages tab, and then click Actions > Create to create a new page. Add required details, for example:

    Field	Value
    Display Name	Channel Program Qualifiers
    Code	Channel Program Qualifiers
    Description	Channel Program Qualifiers
    Usage	Additional Fulfillment Line Information

13. Search and associate the context you created with this page, fo example Channel Programs.

14. Click Save and Close.

15. On the Manage Order Extensible Flexfields page, search for the Fulfillment Line Information extensible flexfield, and click Deploy Flexfield. Wait for the deployment dialog to indicate that deployment successfully finished, then click OK.

16. Navigate to the Create Orders page and verify your setup.
    Note: These additional details are added to your sales order through Order Management > Create Order > Select the order line > Actions > Edit Additional Information.

Obtain the View Object Details for the Extensible Flexfields Context

1. From the Manage Order Extensible Flexfields page, select your flexfield.

2. 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_FULFILL_LINES_ADD_INFO.zip file to your local hard drive.

3. Open the file, extract and get the information for the context from the location:

   10008_DOO_FULFILL_LINES_ADD_INFO\oracle\apps\scm\doo\processOrder\flex\fulfillLineContextsB\view

4. Open the XML file FulfillLineEffBChannelProgramprivateVO.xml. for your flexfield to see the VO name. For example, name = FulfillLineEffBChannelProgramprivateVO.

5. You can also get the attribute name from the XML file. For example, ViewAttribute Name=ssdAuthorizationCode.

Manage Service Mapping Setup Using Sandbox after Identifying the Order Line Extensible Flexfields

1. With the appropriate pricing administrator role, navigate to the Sandboxes page.

2. In the Navigator, click Sandboxes.

3. On the Sandbox page, click Create Sandbox.

4. On the Create Sandbox page, enter a name for the sandbox.

5. Select the check box for Manage Service Mappings tool, then click Create and Enter.

6. 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.

7. On the Manage Service Mappings page, click Sales to edit the service mapping. Pricing comes predefined with the Sales service mapping that prices sales orders and order lines.

8. On the Edit Service Mappings: Sales page, click Entities. You use the Entities tab to define the line entity and its attribute details that receives the output of the service mapping. Click Action > Add Row and enter the following details, for example:

   Field	Value
   Entity	SSDAuthCode_Custom
   Description	Enter a description.

9. In the Details section, add the following attributes, and then save your work.

   Attribute	Type	Primary Key	Allow Null
   LineId_Custom	Long	Selected	Selected
   SSDCode_Custom	String	Leave this blank	Selected

10. Click the Services tab, select ProgramEligibility.

11. In the ProgramEligibility: Details section, add the entity and its details that you just created.

    Field	Value
    Entity	SSDAuthCode_Custom
    Read	Selected
    Write	Selected

12. In the Details section, add the following attributes, and then save your work.

    Attribute	Alias	Read	Write	Parent Attribute
    LineId_Custom	Leave this blank.	Selected	Leave this blank.	Leave this blank.
    SSDCode_Custom	Leave this blank.	Selected	Leave this blank.	Leave this blank.

13. Click Save and Close.

14. 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.

15. 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, SSDAuthCode_Custom.
    Type	View Object
    View Object	Add the view object from the XML file. For example, FulfillLineEffBChannelProgram2privateVO.
    Query Type	Join
    Query Attribute	FulfillLineId
    Joined Entity	Line
    Joined Entity Attribute	LineId

    Note: Ensure you add the custom entity below the Line entity.

    In the details section of your entity, on the Attributes Mappings tab, enter the attributes of the entity you created and the view object attributes from the XML file, for example:

    Attribute	View Object Attribute
    LineId_Custom	FulfillLineId
    SSDCode_Custom	ssdAuthorizationCode

    Source - ChannelProgramsforOrderLine

    Field	Value
    Source	ChannelProgramsForOrderLine
    Entity	The name of the entity you created. For example, SSDAuthCode_Custom.
    Type	View Object
    View Object	Add the view object from the XML file. For example, FulfillLineEffBChannelProgram2privateVO.
    Query Type	Join
    Query Attribute	FulfillLineId
    Joined Entity	Line
    Joined Entity Attribute	LineId

    Note: Ensure you add the custom entity below the Line entity.

    In the details section of your entity, on the Attributes Mappings tab, enter the attributes of the entity you created and the view object attributes from the XML file, for example:

    Attribute	View Object Attribute
    LineId_Custom	FulfillLineId
    SSDCode_Custom	ssdAuthorizationCode

    Source - ManualChannelProgramsforOrder

    Field	Value
    Source	ChannelProgramsForOrder
    Entity	The name of the entity you created. For example, SSDAuthCode_Custom.
    Type	View Object
    View Object	Add the view object from the XML file. For example, FulfillLineEffBChannelProgram2privateVO.
    Query Type	Join
    Query Attribute	FulfillLineId
    Joined Entity	Line
    Joined Entity Attribute	LineId

    Note: Ensure you add the custom entity below the Line entity.

    In the details section of your entity, on the Attributes Mappings tab, enter the attributes of the entity you created and the view object attributes from the XML file, for example:

    Attribute	View Object Attribute
    LineId_Custom	FulfillLineId
    SSDCode_Custom	ssdAuthorizationCode

16. Click Save.

Pricing Algorithm Setup

After any customizations you must update the changes in the Pricing algorithm and publish it.

1. Sign in to Order Management with administrative privileges.
2. From the Navigator, select Pricing Administration.
3. From the Tasks panel click Manage Algorithms. Select the algorithm for program eligibility, Get Eligible Programs.
   Note: If you have previously extended your algorithms, you will need to create a new version from version 0, reconcile your algorithm extension changes to this new version, and then promote the algorithms.
4. On the Edit Algorithm: Get Eligible Programs page, in the Data Sets section of the Algorithm tab, select Process Each Program Candidate, select the Process Program Eligibility, and then select the Invoke Program Eligibility Matrix Row add the entity you created using Service Mappings. Add the following details below the Line data set row:

   Field	Value
   Name	Enter your custom entity name here. For example, SSDAuthCode_Custom.
   Variable Path	EligibilityRequest.SSDAuthCode_Custom
   Primary	Leave this blank.
   Cardinality	Zero or one
   Data Set Join	[LineId_Custom:{Line.LineId}]
   Order By	Leave this blank

5. Verify your setup and then click Actions and Publish to publish the algorithm.

Adding the Qualifier

1. In the Setup and Maintenance work area, go to:

   • Offering: Order Management

   • Functional Area: Channel Revenue Management

   • Task: Manage Channel Lookups

2. Search for the configurable lookup: ORA_CJM_QUALIFIER_TYPE. Add the qualifier to the lookup code. For example, Lookup Code = SSDAuthCode; Meaning = SSD Auth Code.

3. Click Save and Close.

4. From the Navigator, select Pricing Administration. In the Overview page, from the Tasks panel select Manage Matrix Classes.

5. In the Manage Matrix Classes pages, select Channel Program Eligibility. Enter the following details:

   Field	Value
   Name	Enter the meaning for the lookup code you entered in ORA_CJM_QUALIFIER _TYPE along with the operator. For example, SSDAuthCode.
   Source Code Name	Enter the lookup code you entered in ORA_CJM_QUALIFIER _TYPE concatenated with the operator abbreviation. 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,SSDAuthCode_E.
   Comparison	Choose the comparison operator. For example, =.
   Compare to Attribute	Select the attribute you created using service mappings. Note: The format of the Compare To Attribute must be Entity Name.Attribute Name (from Service Mappings). For example, SSDAuthCode_Custom.SSDCode_Custom.
   Required	Leave this blank.
   Allow Null	Selected
   Null is Wildcard	Selected
   Domain	Text

6. Click Save and Close.

Now you should be able to enter the qualifier value used in the program in the EFF context field to the sales order line additional information.