Adjust Price According to Predefined Attributes

Set up Oracle Pricing so it adjusts price according to modifications you make to a predefined attribute.

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.

Free On Board specifies the point during transit where the obligation, cost, and risk involved in shipping transfers from seller to buyer. Assume you maintain a sales agreement with customer Computer Service and Rentals to ship through your preferred distribution depot, and to offer a $100 discount when using this depot as free-on-board point.

You will add a Preferred Depot value to the list of values for the predefined FOB (Free On Board) attribute. The Order Management work area displays this attribute on the Shipment Details tab of the sales order. You will set up Pricing so it discounts $100 from the base list price when the Order Entry Specialist sets FOB to Preferred Depot.

1. Set up the lookup.

2. Set up the service mapping.

3. Create the pricing basis.

4. Set up a unique lookup.

5. Modify the price list.

6. Test your set up.

Set Up the Lookup

1. Sign into Order Management with administrative privileges.

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

   • Offering: Procurement

   • Functional Area: Procurement Foundation

   • Task: Manage FOB Lookup

3. On the Manage FOB Lookup page, in the Standard Lookup Type area, click the row that includes the value.

   Attribute	Value
   Lookup Type	FOB

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

   Attribute	Value
   Lookup Code	Preferred Depot
   Meaning	Preferred Depot
   Description	Transfer ownership at the distribution depot

Set Up the Service Mapping

Set up the service mapping.

1. Sign out of Order Management, and then sign back in as the pricing manager.

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

3. On the Manage Service Mappings page, click the row that includes the value.

   Attribute	Value
   Name	Sales

4. Map the attribute to the order header.

   • On the Edit Service Mapping page, click Sources, then click the row that includes the value.

     Attribute	Value
     Source	OrderHeader

   • In the OrderHeader Details area, on the Entity Mappings tab, click the row that includes the value.

     Attribute	Value
     Entity	Line

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

     Attribute	Value
     Attribute	FOBCode
     View Object Attribute	FOBPointCode

     For example:

     

5. Map the attribute to the order line.

   • On the Sources tab, click the row that includes the value.

     Attribute	Value
     Source	OrderLine

   • In the OrderLine Details area, on the Entity Mappings tab, click the row that includes the value.

     Attribute	Value
     Entity	Line

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

     Attribute	Value
     Attribute	FOBCode
     View Object Attribute	FOBPointCode

   • Click Save and Close.

Create the Pricing Basis

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

   • Offering: Order Management

   • Functional Area: Pricing

   • Task: Manage Pricing Bases

2. On the Manage Pricing Bases page, click Actions > Create.

3. On the Create Pricing Basis page, set the values, then click Save and Close.

   Attribute	Value
   Name	Adjustment Basis for Base List Price
   Usage	Adjustment Basis
   Price Element	Base List Price
   Description	Adjustment basis for base list price
   Active	Contains a check mark

Set Up a Unique Lookup

1. Sign out of Order Management, and then sign back in with order administrator privileges.

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

   • Set the FOB attribute on the Shipment Details tab to Depot.

   • Click Submit.

3. Run SQL (Structured Query Language) on your 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';

   This query gets the numeric value stored in the FOB_Point_Code attribute of the doo_fulfill_lines_all table. You will use this value when you modify the price adjustment matrix.

   To get details about how to run this query, see Use SQL to Query Order Management Data.

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

   • Offering: Order Management

   • Functional Area: Orders

   • Task: Manage Order Lookups

5. On the Manage Order Lookups page, search for the value.

   Attribute	Value
   Lookup Type	FOB%

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

   Attribute	Value
   Lookup Code	Enter the value that your SQL query returned, such as 11251.
   Meaning	Depot
   Description	Transfer ownership at the distribution depot

Modify the Price List

1. Sign out of Order Management, then sign back in with pricing administrator privileges.

2. Click Pricing Administration.

3. On the Overview page, click Tasks > Manage Price Lists.

4. On the Manage Price Lists page, search for the value. This topic assumes you already created this price list. For details, see Manage Price Lists.

   Attribute	Value
   Name	Price List for Computer Service and Rentals

5. On the Price List Lines tab, search for the value.

   Attribute	Value
   Item	AS54888

6. In the Buy Each area, verify the values.

   Attribute	Value
   Base Price	2500
   Allow Manual Adjustments	Contains a check mark

7. Click Create Charge > Create Price Adjustment Matrix.

8. In the Create Price Adjustment Matrix dialog, add a check mark to FOB Preferred Depot, then click Next.

9. In the Select Optional Result Column area of the next dialog page that displays, add a check mark to Adjustment Amount, then click Finish.

10. In the Price Adjustments area, click Actions > Add Row, then set the values.

    Attribute	Value
    Adjustment Type	Discount Amount
    Adjustment Amount	100
    Adjustment Basis	Adjustment Basis for Base Price List
    FOB Depot	FOB Preferred Depot

11. Click Save, then click Approve.

Test Your Set Up

1. Sign out of Pricing, then sign into Order Management with the privileges that you need to manage sales orders.

2. Create a sales order. Use these values.

   Attribute	Value
   Customer	Computer Service and Rentals
   Item	AS54888
   Quantity	1

3. Click Save, then verify that the order header displays this value.

   Attribute	Value
   Total	$2,500

4. Set this value.

   Attribute	Value
   FOB	FOB Depot To access this attribute, click Shipment Details, and then click Shipping.

5. Click Save, then verify that the order header displays these values.

   Attribute	Value
   Total on the order header	$2,400 Notice that the value is $100 less than the value you examined before you set the FOB attribute.
   Amount on the order line	$2,400