Add Your Own Attributes to Items in Pricing

Set up item extensible attributes on an item class to represent details about the item, then reference them in a pricing rule that determines the price or discount.

Caution: The example in this topic describes one way to set up pricing. It is intended only as a general outline that you can use to learn about different ways to set up Pricing. You will need to use different procedures, different steps, different values, and different objects for your implementation, depending on your business requirements.

Vision Corporation sells a microprocessor item and provides a discount according to processor speed. You can create an item extensible attribute named Processor Speed, and set up a discount for the microprocessors that run at 1.1 GHz.

Note

• Use the Setup and Maintenance work area to create an item extensible attribute named Processor Speed, and to add it to the Processor Specifications attribute group.

• Use the Pricing Administration work area to create a pricing term adjustment that references the Processor Speed attribute.

• Use the Domain to reference Processor Speed.

Here's the format that the Domain column uses.

• attribute_group_identifier.attribute_identifier:attribute_group.attribute_name. = default_value

where

• attribute_group_identifier specifies the attribute of the service data object to use when comparing against the attribute group code.

• attribute_identifier specifies the attribute of the service data object to use when comparing against the attribute code.

Note

• AttributeGroupCode specifies to use the Processor Specifications attribute group when comparing against the attribute group code.

• AttributeCode specifies to use the Processor Speed attribute when comparing against the attribute code.

Summary of the Set Up

1. Create the item extensible attribute.

2. Add your attribute group to an item class.

3. Edit the matrix class.

4. Create the discount list.

Create the Item Extensible Attribute

1. Sign into Oracle Pricing with administrative privileges.

2. Go to the Setup and Maintenance work area, then go to the task.

   • Offering: Product Management

   • Functional Area: Items

   • Task: Manage Item Attribute Groups and Attributes

3. Create the attribute group.

   • On the Manage Attribute Groups page, click Actions > Create.

     For details, see Item Attribute Groups and Attributes.

   • On the Create Attribute Group page, create an attribute group.

     Attribute	Value
     Display Name	Processor Specifications
     Internal Name	Processor Specifications
     API Name	ProcessorSpecifications
     Behavior	Single Row
     Enabled	Contains a check mark
     Flexfield Code	EGO_ITEM_EFF

   • On the Context Usages tab, click Actions > Create, then set the value. Other values are optional.

     Attribute	Value
     Name	Item

   • Click Save

4. Create the attribute.

   • In the Attributes area, click Actions > Create.

   • On the Create Attribute page, set the values.

     Attribute	Value
     Name	Processor Speed
     Internal Name	Processor Speed
     API Name	ProcessorSpeed
     Flexfield Code	EGO_ITEM_EFF
     Data Type	Number

   • Click Create Value Set.

   • On the Create Value Set page, set the values.

     Attribute	Value
     Value Set Code	GHz
     Description	Gigahertz
     Module	Product Model
     Validation Type	Independent You must select Independent or Format Only for each item extensible attribute that you plan to use with Pricing.
     Value Data Type	Number

   • Click Save and Close.

   • In the Display Properties area, set the value, then click Save and Close.

     Attribute	Value
     Display Type	Text Box You must select Text Box or List of Values for each item extensible attribute that you plan to use with Pricing.

5. On the Edit Attribute Groups page, click Save and Close.

Add Your Attribute Group to An Item Class

For details, see Item Classes.

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

   • Offering: Product Management

   • Functional Area: Items

   • Task: Manage Item Classes

2. On the Manage Item Classes page, scan the Name column for an appropriate item class, then click the row that includes the class.

   For this example, click Processors. You can also use Root Item Class.

3. Click Actions > Edit.

4. On the Edit Item Class page, click Pages and Attribute Groups.

5. Add the attribute group to the class.

   • Click Actions > Select and Add.

   • In the Select and Add dialog, search for Processor Specifications, which is the attribute group you created earlier in this procedure, wait a moment, then click the line in the search results that includes Processor Specifications in the Name column.

   • Click Apply, wait until the application moves your result from the dialog to the page, then click OK.

6. Add the page to the class.

   Do this step only if Pricing Item Attributes doesn't already display in the Display Name Column.

   • Click Pages, click Actions > Create.

   • In the Create Page dialog, set values, then click OK

     Attribute	Value
     Display Name	Pricing Item Attributes
     Internal Name	Pricing Item Attributes
     Data Level	Item

7. Add the attribute to the page.

   • Click Pages, then click the row that contains Pricing Item Attributes in the Name column.

   • In the Attribute Groups area, click Actions > Select and Add.

   • In the Select and Add dialog, search for Processor Specifications, wait a moment, then click the line in the search results that includes Processor Specifications in the Name column.

   • Click Apply, wait until the application moves your result from the dialog to the page, then click OK.

   • Select the row that includes the page you just added. It includes Pricing Item Attributes in the Name Column.

   • Click Save.

8. In the Attribute Groups area, add Processor Specifications.

9. Click Functional Item Pages, verify values for the Pricing functional area, then click Save and Close.

   Attribute	Value
   Functional Area	Pricing
   Usage	Pricing
   Item Page	Pricing Item Attributes

   Make sure your set up assigns only the attributes that are associated with the attribute group for the Pricing Item Attributes page to the Pricing functional area. Pricing will examine only the attributes from the attribute groups that the Pricing Item Attributes page references.

Edit the Matrix Class

Edit the matrix class so you can reference it from a rule in a discount list. For details, see Pricing Matrix Class.

1. Go to the Pricing Administration work area, then click Tasks > Manage Matrix Classes.

2. On the Manage Matrix Classes page, click Pricing Term Adjustment.

3. On the Edit Matrix Class page, in the Condition Columns area, click Actions > Add Row, then set the values.

   Attribute	Value
   Name	My_Processor_Speed
   Source Code Name	Accept the default value.
   Comparison	= (equals sign)
   Compare to Attribute	Select an attribute. For this example, processor speed is a Number data type, so select itemExtensibleAttribute.NumberValue. Make sure you select the same data type that you specify when you set up the attribute on the Manage Item Attribute Groups and Attributes page. If these data types don't match, then Pricing can't calculate the price. You can select only one of these values. itemExtensibleAttribute.AttributeGroupCode itemExtensibleAttribute.AttributeCode itemExtensibleAttribute.VarCharValue itemExtensibleAttribute.NumberValue itemExtensibleAttribute.DateValue itemExtensibleAttribute.TimeStampValue

4. Set the domain.

   • In the Domain column, click Edit Domain.

   • In the Edit Column Domain Values dialog, set the value.

     Attribute	Value
     Domain Type	Item Extensible Attribute

   • In the Attribute field, click the magnifying glass.

   • In the Search and Select dialog, set the value, then click Search.

     Attribute	Value
     Attribute Name	Processor Pricing uses the attribute you specify in the input SDO (service data object) of the service mapping. For details, see How Service Mappings, Pricing Algorithms, and Matrixes Work Together.

     Note

     • The Search and Select dialog gets the attributes that it displays from the Manage Item Attribute Groups and Attributes page. You can search on any text as long as it matches the attributes that you define on this page.

       For example, if the Processor Specifications attribute group in the Manage Item Attribute Groups and Attributes page contains the Processor Speed attribute, then you can search Attribute Group for Processor Specifications.

     • Only some of the attributes from the Manage Item Attribute Groups and Attributes page are useful for Pricing. For example, it might contain several thousand attributes for processors for use in different contexts. You can use the attribute group to help filter the search results so they're specific to Pricing.

   • In the Search Results, select the attribute that your pricing matrix must reference, such as Processor Speed, then click OK.

   • Here's the dot notation that the Attribute field uses to indicate your choice.

     • Attribute_group_name.attribute_name

     For example:

     • Processor Specifications.Processor Speed

   • Set the values.

     Attribute	Value
     Attribute Group Identifier	ItemExtensibleAttribute.AttributeGroupCode
     Attribute Identifier	ItemExtensibleAttribute.AttributeCode

   • Set the value, then click OK.

     Attribute	Value
     Default Value	1.1

     As an option, if you set Default Value, then Pricing will display it on the Discount List page that you administer later in this topic.

     Pricing gets the attribute values from that item extensible attribute that you set up. In this example, Processor Speed is a Number data type, so you can enter a numeric value. You might define another attribute differently. For example, you might define Color as a Varchar value, and with a set of values, such as blue, green, and red. So, you would select from a list instead of entering a number.

   • Set the value, then click OK.

     Attribute	Value
     Default Is Fixed Value	Doesn't contain a check mark. If you enable Default Is Fixed Value, then you can't modify the default value on the Discount List page.

5. On the Edit Matrix Class page, in the Condition Columns area, set the values, then click OK.

   Attribute	Value
   Allow Null	Doesn't contain a check mark. You usually don't enable Allow Null. If you enable it, then the condition column can remain empty when you create the matrix rule. Pricing will evaluate the rule even if the attribute doesn't contain a value.
   Null is Wildcard	Doesn't contain a check mark. You usually don't enable Null is Wildcard. If you enable it, then Pricing will accept an empty value when it processes the matrix rule.

Create the Discount List

Set up a discount list so it provides a $10 discount for all 1.1 Ghz processors, to apply only on the sales charge.

1. On the Overview page, click Tasks > Manage Discount Lists.

2. Click Actions > Create.

3. In the Create Discount List dialog, set the values, then click Save and Edit.

   Attribute	Value
   Name	Processor_Discount
   Currency	USD
   Business Unit	Vision Operations

4. In the Search Results area, click Actions > Add Row, then set the values.

   Attribute	Value
   Item Level	All Items
   Pricing UOM	GHz
   Line Type	Buy

5. Expand Discount Rules, then click Actions > Create > Attribute Based Rule.

6. In the Create Attribute Based Rule dialog, add a check mark to Processor Speed, then click OK.

7. In the Create Discount Rule dialog, set the values, then click OK.

   Attribute	Value
   Price Type	One Time
   Charge Type	Sale
   Charge Subtype	Price
   Name	Discount for Processor

8. In the Attribute Based rule area, notice that the dialog displays the Condition Column you set up earlier in this topic, then set the values.

   Attribute	Value
   Processor Speed	1.1 Notice that the attribute defaults to a value of 1.1, which is the value you set up earlier in this topic.
   Adjustment Type	Discount Amount
   Adjustment Amount	10

9. Click OK.

Test Your Setup

1. Sign into Order Management, then create a sales order.

   Attribute	Value
   Customer	Computer Service and Rentals

2. Add an order line.

   Attribute	Value
   Item	AS54888 Standard Desktop
   Quantity	1

3. On the order line, in the Amount column, click the value.

4. In the Amount Line 1 Sale Price dialog, verify that the price breakdown includes the discount.

   Price Component	Amount
   Base List Price Applied from Corporate Segments Price List	2,500.00
   List Price	2,500.00
   Attribute-based discount rule applied because Customer = Computer Service and Rentals	-10.00
   Your Price	2490.00
   Exclusive Tax (20%)	498.00
   Net Price Plus Tax	2988.00