Adjust Price According to FOB Attribute

Set up pricing so it adjusts price according to the FOB attribute on the order line.

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.

FOB (free on board) indicates you won't charge your customer for shipping costs you incur to get them item from your warehouse or factory to the FOB location.

Assume.

• The customer is Computer Service and Rentals.

• The item is the AS54888.

• Your factory is in Culver City, a suburb of Los Angeles, but you ship from the Port of Los Angeles.

• You don't charge for shipping you incur to get the AS54888 from Culver City to the Port of Los Angeles.

• You do charge for the cost of shipping from the Port of Los Angeles to the ship-to site.

• You offer a $100 discount when you ship the AS54888 out of the Port of Los Angeles.

• You already added the AS54888 to the Corporate Segment Price List, and set the base price to 2500.

Summary of the Set Up

1. Examine the current behavior.

2. Modify the lookup.

3. Set up the service mapping.

4. Create the pricing basis.

5. Create lookup type.

6. Modify the matrix class.

7. Modify the price list.

8. Test your set up.

Examine the Current Behavior

1. Sign into Order Management with administrative privileges.

2. Go to the Order Management work area, then create a sales order.

   Attribute	Value
   Customer	Computer Service and Rentals
   Business Unit	Vision Operations

3. Add the AS54888 item to an order line, then notice the value of Your Price on the order line is 2500.

4. Click Shipment Details > Shipping, change the value in the FOB attribute, then click Save.

   Order Management reprices the order when you click Save.

5. Click Lines, then notice the value of Your Price on the order line is still 2500.

6. Notice the sales order number. For this example, assume its 508670.

Modify the Lookup

1. In the Setup and Maintenance work area, click Search, search for, then open Manage FOB Lookup.

2. On the Manage FOB Lookup page, in the Standard Lookup Type area, select the row.

   Attribute	Value
   Lookup Type	FOB
   Meaning	Valid FOB Codes

3. In the Lookup Codes area, Click Actions > New, set the values, then click Save and Close.

   Attribute	Value
   Lookup Code	FOB_LA
   Enabled	Contains a check mark.
   Meaning	Port of Los Angeles
   Description	Shipping charges start at the Port of Los Angeles.

4. Propagate your lookup across Oracle applications.

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

     • Offering: Supply Chain Planning

     • Functional Area: Supply Chain Planning Configuration

     • Task: Collect Planning Data

   • On the page that displays, verify that Process Name is Collection Job Set, then set the values.

     Attribute	Value
     Source System	GPR
     Collection Type	Net Change

   • On the Reference Data tab, move Order Orchestration Reference Objects from the Reference Entities list to the Selected Entities list.

     You use Order Orchestration Reference Objects for any data entity you need for Order Management, such as free on board, return reason, invoicing and accounting rules, payment terms, document categories, sales credit types, receipt methods, shipment priority, payment method, freight charge terms, and so on.

     Note that the Supply Planning Data tab includes the Sales Orders supply entity. You use this entity for each sales order you create or import, and scheduling details for these sales orders.

   • Click Submit.

   • Wait for one hour for the collection process to finish.

     For details, see Overview of Data Collections for Supply Chain Planning.

Set Up the Service Mapping

1. Sign out, then sign into Oracle Pricing with administrative privileges.

2. Go to the Pricing Administration work area, then click Tasks > Manage Service Mappings.

3. On the Manage Service Mappings page, open the Sales service mapping.

4. Create the source for the order header.

   • On the Edit Service Mappings page, click Sources, then click the row.

     Attribute	Value
     Source	OrderHeader

   • In the Details area, on the Entity Mappings tab, click the row.

     Attribute	Value
     Entity	Line
     Type	View Object
     View Object	Fline
     Query Type	Unique Identifier
     Query Attribute	HeaderId

   • In the Line Details area, on the Attribute Mappings tab, click Actions > Add Row, then set the values.

     Attribute	Value
     Attribute	FOB Code
     View Object Attribute	FobPointCode

   • In the Line Details area, click Sources, click Actions > Add Row, then set the values.

     Attribute	Value
     Attribute	FOB Code
     View Object Attribute	FobPointCode

5. Create the source for the order line.

   • In the Sources list, click the row.

     Attribute	Value
     Source	OrderLine

   • In the Details area, on the Entity Mappings tab, click the row.

     Attribute	Value
     Entity	Line
     Type	View Object
     View Object	Fline
     Query Type	Unique Identifier
     Query Attribute	HeaderId

   • In the Line Details area, on the Attribute Mappings tab, click Actions > Add Row, then set the values.

     Attribute	Value
     Attribute	FOB Code
     View Object Attribute	FobPointCode

   • Click Save and Close.

Create the Pricing Basis

1. Sign out of Pricing, then sign into Order Management with administrative privileges.

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

   • Offering: Order Management

   • Functional Area: Pricing

   • Task: Manage Pricing Bases

3. On the Manage Pricing Bases page, click Actions > Create, set the values, then click Save and Close.

   Attribute	Value
   Name	Adjustment Basis for Base Price List
   Usage	Adjustment Basis
   Price Element	Base List Price
   Active	Contains a check mark.

Create the Lookup Type

1. Go to the Order Management work area, then open the sales order you created earlier. In this example, open order 508670.

2. On the order line, set the FOB attribute to Port of Los Angeles, then click Save.

3. Use SQL to query the Oracle database.

   SELECT  DHA.source_order_number,
           DFLA.FOB_Point_Code
   FROM    doo_headers_all DHA,
           doo_lines_all DLA  ,
           doo_fulfill_lines_all DFLA
   WHERE   DHA.header_id               = DLA.header_id
           AND DLA.Header_id           = DFLA.header_ID
           AND DLA.Line_id             = DFLA.line_ID
           AND DHA.Source_order_number = '&Source_Order_Number';
   

   For details, see Use SQL to Query Order Management Data.

   Replace Source_Order_Number with your order number. For example:

   AND DHA.Source_order_number = 508670;

   The query gets the numeric value that the database stores in the FOB_Point_Code attribute of table doo_fulfill_lines_all. You need this value because the price adjustment matrix uses the internal ID for the FOB attribute.

   Assume the query returns the value 11251.

4. In the Setup and Maintenance work area, click Tasks > Search, then search for and open Manage Standard Lookups.

5. On the Manage Standard Lookups page, click Actions > New, set values, then click Save.

   Attribute	Adjustment Basis for Base Price List
   Name	FOB_MSC_CODE
   Meaning	FOB MSC Codes
   Description	FOB MSC Codes for price adjustment
   Module	Application Common

6. In the Lookup Codes area, click Actions > New, set the values, then click Save and Close.

   Attribute	Adjustment Basis for Base Price List
   Lookup Code	11251
   Enabled	Contains a check mark.
   Meaning	Port of Los Angeles

Modify the Matrix Class

1. Sign out, then sign into Pricing.

2. Click Tasks > Manage Matrix Classes.

3. On the Manage Matrix Classes page, open the Price List Charge Adjustment class.

4. In the Condition Columns area, click Actions > Add Row, set values, then click Save and Close.

   Attribute	Value
   Name	FOB
   Source Code Name	FOB
   Comparison	=
   Compare to Attribute	Line.FOBCode
   Domain	Set Domain Type to Lookup Set Lookup to FOB_MSC_CODE

Modify the Price List

1. Click Tasks > Manage Price Lists.

2. On the Manage Price Lists page, search for, then open price list Corporate Segment Price List.

3. On the Edit Price List page, search for the AS54888 item.

4. In the Charge area, verify values.

   Attribute	Adjustment Basis for Base Price List
   Base Price	2500
   Allow Manual Adjustment	Contains a check mark.

5. Click Create Charge > Create Price Adjustment Matrix.

6. In the Create Price Adjustment Matrix dialog, add a check mark to FOB, then click OK.

7. In the Price Adjustments area, click Actions > Add Row, set values, then click Save and Close.

   Attribute	Value
   FOB	Port of Los Angeles
   Adjustment Type	Discount Amount
   Adjustment Amount	100
   Adjustment Basis	Adjustment Basis for Base Price List Recall that this is the basis you created earlier in this topic. It instructs Pricing to apply the adjustment to the Base List Price.

Test Your Set Up

1. Sign out, then sign into Order Management.

2. Go to the Order Management work area, then open the sales order you created earlier.

   In this example, open order 508670.

3. On the order line, set the FOB attribute to any value other than Port of Los Angeles, then click Save.

4. Notice the value of Your Price on the order line is 2500.

5. Set the FOB attribute to Port of Los Angeles, then click Save.

6. Verify that the value of Your Price on the order line is 2400, which is Base Price of 2500 minus discount of 100.