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.

• If the segment is Tier 1 and the customer is Computer Service and Rentals, then assign the Commercial pricing strategy.

• If the segment is Tier 1 and the customer is ABC Telecommunications, then assign the Corporate pricing strategy.

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.

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:

1. Get the customer number. Skip this step if you need to assign according to customer name.

2. Modify the matrix class.

3. Modify the strategy assignment.

4. 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.

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

2. On the Manage Matrix Classes page, in the Name column, click Sales Pricing Strategy Assignment.

3. 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.

1. Click Tasks > Manage Pricing Strategy Assignments.

2. 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

3. Click Create Assignment Matrix.

4. 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.

5. 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

6. 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.