5User Interfaces

This chapter contains the following:

Totals, Order Lines, Lookups, Flexfields

A pricing total is the sum of more than one charge. Use it to combine and display the values of charges as a single value.

  • Oracle Fusion Pricing uses the Calculate Sales Order Totals pricing algorithm to calculate the totals that Order Management Cloud displays in the Total dialog when the order entry specialist creates a sales order.

  • Use the Manage Pricing Totals page to set up the pricing totals to include in the dialog.

  • Each pricing total references a pricing algorithm that calculates the total. For example, the predefined Total List Price pricing total references a pricing algorithm that adds up the extended amounts of each one-time price charge for every Buy line for the charge components where the price element equals LIST_PRICE. For details, see the Pricing Algorithm topic.

Assume Order Management displays the Total dialog.

values in the Total dialog

Assume you must modify the dialog.

  • Calculate total credit before you calculate total tax.

  • Move the Total Tax line to immediately below Total Credit.

  • Change the Pay Now text to Your Total Price.

You modify the pricing algorithm to change the calculation sequence and the sequence of lines in the dialog, and you use the Manage Pricing Totals page to modify the text.

This topic includes example values. You might use different values, depending on your business requirements.

Summary of the Steps

  1. Examine the current behavior.

  2. Modify the pricing algorithm.

  3. Modify the pricing totals setup.

  4. Test your set up.

Examine the Current Behavior

  1. Sign into Order Management with administrative privileges.

  2. In the Navigator, click Order Management.

  3. On the Overview page, click Tasks > Create Order.

  4. Complete attributes in the header.

  5. In the Order Lines area, add an item.

    Item Your Price

    AS54888, Desktop Computer

    2,490

  6. Click 2,490 next to Sale Price, then examine the price details.

  7. Click 2,490 next to Add, examine price details in the Amount Sale Price dialog, then click Add.

    For details about how to modify the dialog, see the Manage Pricing Results Presentations topic.

  8. Click 2,490 next to Total at the top of the page, then examine the price details in the Total dialog.

    For this example, assume Order Management displays the Total dialog included earlier in this topic.

Modify the Pricing Algorithm

  1. In the Navigator, click Pricing Administration.

  2. On the Overview page, click Tasks > Manage Algorithms.

  3. On the Manage Algorithms page, click the Calculate Sales Order Totals row, then click Actions > Create Version.

  4. in the row that includes In Progress in the Status column, click Calculate Sales Order Totals.

  5. On the Edit Algorithm page, click the Total Credit row, click Move Up, then verify your modification resembles this sequence.

    sequence On the Edit Algorithm page
  6. Click Save and Close.

  7. On the Manage Algorithms page, click the Calculate Sales Order Totals row that includes In Progress in the Status column, then click Actions > Publish.

Modify the Pricing Totals Setup

  1. Sign into Order Management with setup privileges, such as ORDER_MGR_OPERATIONS.

  2. In the Navigator, click Setup and Maintenance.

  3. In the Setup and Maintenance work area, open the task.

    • Offering: Order Management

    • Functional Area: Pricing

    • Task: Manage Pricing Totals

  4. On the Manage Pricing Totals page, in the Search area, set Transaction Enabled to Yes, then click Search.

  5. Notice that the values in the Name column match the values you observed in the Total dialog.

  6. In the Name column, change the value, then click Save and Close

    Old Value New Value

    Pay Now

    Your Total Price

Test Your Set Up

  1. In the Navigator, click Order Management.

  2. On the Overview page, click Tasks > Create Order, add the same item you added earlier, click Add, click 2,490 next to Total at the top of the page, then verify the Total dialog displays Total Credit immediately above Total Tax, and that it displays the Your Total Price text.

Modify Pricing Totals for Order Management

Modify the pricing totals that the Order Management work area displays.

Assume you need to add total cost and total margin to the price breakdown, and include the charge amount of each return line in the tax total.

Here's an example that includes pricing for a sales order that includes only return lines.

example that includes pricing for a sales order
that includes only return lines

Summary of the Setup

  1. Set up your new totals.

  2. Set up the calculate sales totals pricing algorithm.

  3. Set up the identify usage totals pricing algorithm.

  4. Set up the compute simple totals pricing algorithm.

  5. Test your setup.

Set Up Your New Totals

  1. Sign into Order Management as the order administrator.

  2. In the Navigator, click Setup and Maintenance.

  3. In the Setup and Maintenance work area, open the task.

    • Offering: Order Management

    • Functional Area: Pricing

    • Task: Manage Pricing Totals

  4. On the Manage Pricing Totals page, use Actions > Add Row to create your new totals.

    Total Name Description

    TOTAL_COST

    Total Cost

    Total cost for price and shipping charges on the order line.

    TOTAL_MARGIN

    Total Margin

    Total of the margin for price and shipping charges on the order line.

    Make sure you enable these options when you add the totals.

    • Transaction Enabled

    • Return Not Null

    Leave the Process Name attribute empty.

  5. Click Save.

Set Up the Calculate Sales Totals Pricing Algorithm

Set up the algorithm that calculates sales totals and specifies how to display them in the price breakdown.

  1. Sign out, then sign in as the pricing administrator.

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

  3. On the Manage Algorithms page, click Query By Example, then search the Name column for Calculate Sales Totals.

  4. Click the row that contains the highest value in the Version column, then click Actions > Create Version.

  5. On the Edit Algorithm page, click the Post Process Totals step.

  6. In the Conditional Actions area, examine the TotalAnnotation property for each total.

    examine the TotalAnnotation property for each total

    The annotation uses dot notation to specify how each total displays in the price breakdown.

    section.sequence.font

    where

    • section specifies a section in the price breakdown.

    • sequence specifies where to display the total in the top to bottom sequence of lines in the price breakdown

    • font specifies the font style. Use 0 (zero) for font that isn't bold and 1 for bold.

    For example.

    If This Condition Is True Then Do This Action

    'QP_TOTAL_PAY_NOW' == Total.TotalCode

    Total.TotalAnnotation = '3.7.1'

    This condition states to place the Pay Now total in the third section, 7th in the sequence of totals, and to use bold font.

    The screen print doesn't include PrimaryFlag, for brevity. If you add a row, make sure you add PrimaryFlag under Total.TotalAnnotation. Set it to false for all rows except Pay Now. Set it true for Pay Now.

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

    If This Condition Is True Then Do These Actions

    'TOTAL_COST' == Total.TotalCode

    Total.TotalAnnotation = '3.8.0'

    Total.PrimaryFlag =false

    'TOTAL_MARGIN' == Total.TotalCode

    Total.TotalAnnotation = '4.9.0'

    Total.PrimaryFlag =false

  8. On the Manage Algorithms page, click the row that contains the algorithm you just edited, then click Actions > Publish.

  9. Verify that the status on the row changes to Published.

Set Up the Identify Usage Totals Pricing Algorithm

Set up the algorithm that identifies the usage totals you want to display in the price breakdown for the sales order.

  1. On the Manage Algorithms page, click Query By Example, then search the Name column for Identify Usage Totals.

  2. Click the row that contains the highest value in the Version column, then click Actions > Create Version.

  3. On the Edit Algorithm page, click the Create Usage Total Entities step.

  4. In the Conditional Actions area, add actions for your new totals. Add them to the row that contains the 'ORA_SALES_ORDER' == Header.TotalUsageCode condition.

    Add the bold code.

    If This Condition Is True Then Do These Actions

    'ORA_SALES_ORDER' == Header.TotalUsageCode

    UsageTotal.insert([TotalCodeForUsage:'QP_TOTAL_LIST_PRICE', HeaderId:Header.HeaderId])

    UsageTotal.insert([TotalCodeForUsage:'QP_TOTAL_DISCOUNT', HeaderId:Header.HeaderId])

    UsageTotal.insert([TotalCodeForUsage:'QP_TOTAL_NET_PRICE', HeaderId:Header.HeaderId])

    UsageTotal.insert([TotalCodeForUsage:'QP_TOTAL_SHIP_CHARGE', HeaderId:Header.HeaderId])

    UsageTotal.insert([TotalCodeForUsage:'QP_TOTAL_TAX', HeaderId:Header.HeaderId])

    UsageTotal.insert([TotalCodeForUsage:'QP_TOTAL_CREDIT', HeaderId:Header.HeaderId])

    UsageTotal.insert([TotalCodeForUsage:'QP_TOTAL_PAY_NOW', HeaderId:Header.HeaderId])

    UsageTotal.insert([TotalCodeForUsage: 'TOTAL_COST', HeaderId:Header.HeaderId])

    UsageTotal.insert([TotalCodeForUsage:'TOTAL_MARGIN', HeaderId:Header.HeaderId])

  5. Click Save and Close.

  6. On the Manage Algorithms page, click the row that contains the algorithm you just edited, then click Actions > Publish.

Set Up the Compute Simple Totals Pricing Algorithm

Set up the algorithm that identifies the usage totals you want to display in the price breakdown for the sales order.

  1. On the Manage Algorithms page, click Query By Example, then search the Name column for Compute Simple Totals.

  2. Click the row that contains the highest value in the Version column, then click Actions > Create Version.

    This step iterates the ChargeComponents for each order header.

  3. Declare your variables.

    • Scroll down to the Local Variables area.

    • In the Local Variables area, add variables. Click Add Row to add each variable.

      Variable Name Default

      MarginTotalCode

      'TOTAL_MARGIN'

      You must include the single quotation marks.

      RunningMarginSum

      0.0

      MarginTotal

      Leave empty

  4. Add code to calculate the total.

    • In the Steps area, click the Compute Total step.

    • Add code in the Group Each Row Actions area.

      //TotalMargin
      totalUsage = TotalUsage.locate([TotalCodeForUsage: MarginTotalCode])
      if ('ORDER' == Line.LineCategoryCode && Charge.ChargeAppliesTo in ['PRICE', 'SHIPPING'] && ChargeComp.PriceElementCode == 'QP_MARGIN' && null != totalUsage) {
          if (null == MarginTotal) {
              MarginTotal = Total.locate([TotalCode: MarginTotalCode, HeaderId: Header.HeaderId]) TotalDef = getTotalDefinitionFromInternal(TotalDefinition, MarginTotalCode)
              if (TotalDef ? .TransactionEnabledFlag) {
                  TotalId = getNextId()
                  MarginTotal = Total.insert([TotalId: TotalId, TotalCode: MarginTotalCode, EstimatedFlag: IsEstimated, CurrencyCode: Header.AppliedCurrencyCode, HeaderId: Header.HeaderId, ParentEntityId: Header.HeaderId, ParentEntityCode: 'ORA_HEADER'])
      
                  TotalAmount = MarginTotal.createDataObject('TotalAmount')
                  TotalAmount.CurrencyCode = MarginTotal.CurrencyCode
                  TotalAmount.Value = 0.0
              }
          }
          if (null != MarginTotal) {
              RunningMarginSum += ChargeComp.HeaderCurrencyExtendedAmount.Value
              TotalComp.insert([TotalComponentId: getNextId(), TotalId: MarginTotal.TotalId, ChargeComponentId: ChargeComp.ChargeComponentId])
          }
      }

      Here's an explanation.

      Add code in the Group Each Row Actions area.
    • Add code in the Group Last Row Actions area. This code locates the new Total and assigns the calculated Sum value.

      if (null == MarginTotal) MarginTotal = Total.locate([TotalCode: MarginTotalCode, HeaderId: Header.HeaderId])
      
      if (MarginTotal != null) {
          MarginTotal.TotalAmount.Value = RunningMarginSum
      }
  5. Add code to handle a situation where the total is empty.

    • In the Steps area, click the Write Empty Totals step.

    • Add code in the Default Action area.

      //Empty TotalPayNow
      TotalCode = 'TOTAL_MARGIN'
      CheckTotal = Total.locate([TotalCode: TotalCode])
      totalUsage = TotalUsage.locate([TotalCodeForUsage: TotalCode])
      TotalDef = getTotalDefinitionFromInternal(TotalDefinition, TotalCode)
      if (null != totalUsage && null == CheckTotal &&
          TotalDef ? .ReturnNullTotalFlag && TotalDef ? .TransactionEnabledFlag) {
          CheckTotal = Total.insert([TotalCode: TotalCode, TotalId: getNextId(),
              CurrencyCode: Header.AppliedCurrencyCode, EstimatedFlag: IsEstimated
          ])
          TotalAmount = CheckTotal.createDataObject('TotalAmount')
          TotalAmount.CurrencyCode = CheckTotal.CurrencyCode
          TotalAmount.Value = 0.0
      }
  6. Click Save and Close.

  7. On the Manage Algorithms page, click the row that contains the algorithm you just edited, then click Actions > Publish.

Test Your Setup

  1. Open another browser application and sign into Order Management.

  2. Create a sales order and add an order line.

  3. Click Total at the top of the order, then verify the price breakdown includes your new totals and correctly calculates the values.

Use the pricing results presentation to determine how Order Management Cloud displays each price element in the price breakdown on the order line.

  • You can also set up the Sales service mapping to specify some aspects of the display.

  • Oracle Fusion Pricing provides the details that Order Management displays in different price breakdowns, such as the breakdown in the Amount dialog for an order line, or the Total dialog of a sales order.

  • Order Management supports only one recurring charge for each fulfillment line. You can't add more than one recurring charge on the same line.

Summary of the Set Up

  1. Examine the current behavior.

  2. Manage the pricing results presentation.

  3. Create a sandbox.

  4. Set up the service mapping.

Assume you must display the Cost of Goods Sold price component in the price breakdown that Order Management displays in the Amount Sale Price dialog on the order line.

This topic includes example values. You might use different values, depending on your business requirements.

Examine the Current Behavior

  1. Sign into Order Management with setup privileges, such as ORDER_MGR_OPERATIONS.

  2. In the Navigator, click Order Management.

  3. On the Overview page, click Tasks > Create Order.

  4. Specify attributes in the header.

  5. In the Order Lines area, add the item.

    Item Your Price

    AS54888, Desktop Computer

    2,500

  6. Click 2,500 next to Sale Price, then examine price details.

  7. Click 2,500 next to Add, examine price details in the Amount Sale Price dialog, then click Add.

    Order Management displays the Amount dialog. Assume you must add Cost of Goods Sold to this dialog.

    Order Management displays the Amount dialog.
  8. Click 2,500 next to Total at the top of the page, then examine price details in the Total dialog.

    For details about how to modify the Total dialog, see the Manage Pricing Totals topic.

Manage the Pricing Results Presentation

  1. In the Navigator, click Setup and Maintenance.

  2. In the Setup and Maintenance work area, open the task.

    • Offering: Order Management

    • Functional Area: Pricing

    • Task: Manage Pricing Results Presentations

  3. On the Manage Pricing Results Presentations page, in the Name attribute, enter %, then click Search.

    The Manage Pricing Results Presentations page displays the predefined pricing results presentations.

  4. Examine the pricing results presentations.

    To reduce maintenance, use a predefined pricing results presentation instead of creating a new one.

  5. Click the row that includes QP_SALES_PRICE_BREAKDOWN in the Name column.

    Order Management comes predefined to use this pricing results presentation to display the Amount Sale Price dialog.

  6. In the Price Elements area, choose Selected Price Elements.

  7. Click Actions > Select and Add.

  8. In the Select and Add dialog, in the Element Name attribute, click %, then click Search.

    The results display all the elements. Use this dialog to specify the elements that Order Management displays in the Amount Sale Price dialog.

  9. Set values, then click Search.

    Attribute Value

    Element Type

    Cost

    Element Name

    Cost of Goods Sold

    I the results, click the row that includes Cost of Goods Sold in the Element Name column, then click Apply > OK.

    The Amount dialog in Order Management only displays elements that you add, and only elements that apply for the order line. For example, if the amount on the order line doesn't require rounding, then the dialog won't display a line for the rounding adjustment. To avoid an empty dialog that doesn't contain any price lines, add at least one element that will display in most situations, such as Your Price.

  10. Click Save and Close.

  11. Test your set up.

    • Sign into Order Management, create a sales order, specify a customer, then add an order line.

    • On the order line, click the link in the Amount column.

      The price breakdown displays in the Amount dialog.

    • Verify that the Amount dialog displays the price elements that you specified on the Manage Pricing Results Presentations page.

Create a Sandbox

You must create a sandbox that you can use to edit the service mapping.

  1. Open another browser and sign into Pricing as the pricing administrator.

  2. In the Navigator, click Sandboxes.

  3. On the Sandbox page, click Create Sandbox.

  4. On the Create Sandbox page, set the value.

    Attribute Value

    Name

    Enter any text. For this example, enter Sandbox for Pricing Administration.

  5. Add a check mark to the Manage Service Mappings tool, then click Create and Enter.

Edit the Service Mapping

Edit the Sales service mapping so Order Management displays cost and margin in the price breakdown on the order line.

Modify the Sales service mapping so Order Management
displays cost and margin in the price breakdown on the order line.

Try it.

  1. Sign in to Oracle Fusion Pricing with the Pricing Manager or Order Administrator job role, then, in the Navigator, click Pricing Administration.

  2. On the Overview page, click Tasks, then, in the Pricing Configuration area, click Manage Service Mappings.

  3. On the Manage Service Mappings page, click Sales.

  4. On the Edit Service Mappings page, click Sources, then click the row that includes OrderChargePriceBreakdown in the Source column.

  5. On the Entity Mappings tab, click the row that includes PricingResultsParameter in the Entity column.

  6. In the Attribute Mappings area, notice the predefined mappings.

    Attribute Expression Description

    PresentationPrivilege

    'VIEW_PRICE_ADJ_ELEMENTS'

    Specifies to display only price adjustment elements when the Order Entry Specialist views the price breakdown.

    ResultPresentationCode

    'QP_SALES_PRICE_BREAKDOWN'

    Specifies to use the QP_SALES_PRICE_BREAKDOWN pricing results presentation when displaying the price breakdown.

  7. Set the value.

    Attribute Expression Description

    PresentationPrivilege

    'VIEW_ALL_PRICE_ELEMENTS'

    Specifies to display all price adjustment elements, including cost and margin details, when the Order Entry Specialist views the price breakdown.

  8. At the top of the page, click Sandbox for Pricing Administration > Publish.

Manage Pricing Lookups

Oracle Fusion Pricing comes predefined with the lookups that it displays in the Pricing Administration work area and in some of the Pricing pages of the Setup and Maintenance work area. You can't delete a predefined lookup, but you can modify some attributes of some lookups.

Summary of the Setup

  1. Examine the current behavior.

  2. Modify the pricing lookup.

  3. Test your set up.

Assume you must add a new value that you can use to specify a loss leader pricing strategy. You add this value to the Pricing Strategy Objectives lookup.

This topic includes example values. You might use different values, depending on your business requirements.

Caution: Only modify a lookup when the modification is critical to meet your business requirements. Most predefined lookups make sense in their predefined context. In most situations, it isn't necessary to modify them. If you must modify a predefined lookup, then you must make sure you don't modify a lookup that affects Pricing logic. The example in this topic doesn't modify Pricing logic. It affects only your requirement to document how you use a pricing strategy. Some lookups are required. For example, the Customer Size attribute of a pricing profile is required. You can modify some of these lookups. If you aren't certain whether modifying a lookup will affect Pricing logic, then you must consult with Oracle before you make the modification.

Examine the Current Behavior

  1. In the Navigator, click Pricing Administration.

  2. On the Overview page, click Tasks > Manage Pricing Strategies.

  3. On the Manage Pricing Strategies page, click Actions, and then click Create.

  4. On the Create Pricing Strategies dialog, click the Objectives attribute, and notice that it displays these values.:

    • Competitive pricing

    • Profit maximization

    • Revenue maximization

  5. Click Cancel.

Modify a Pricing Lookup

  1. In the Navigator, click Setup and Maintenance.

  2. On the Setup and Maintenance page, click Order Management, then click Setup.

  3. On the Setup page, search for, then open Manage Pricing Lookups.

  4. On the Manage Standard Lookups APPLICATION QP page, in the Search area, set one or more attributes to filter the search results, then click Search.

    For this example, set this value.

    Attribute Value

    Module

    Pricing Administration

  5. In the Search Results area, scan the Meaning column for a lookup that describes the attribute you must modify.

    For this example, you modify the Pricing Strategy Objectives lookup.

  6. Click the row that includes Pricing Strategy Objectives in the Meaning column.

  7. In the ORA_QP_STRATEGY_OBJECTIVES area, click Actions > New, then set values.

    Attribute Value

    Lookup Code

    LOSS_LEADER

    Display Sequence

    4

    Meaning

    Loss leader

    Description

    Business objective to stimulate sales for other, more profitable items

  8. Modify the values in the Display Sequence column so it uses this sequence.

    Lookup Code Display Sequence

    LOSS_LEADER

    1

    ORA_COMPETITIVE_PRICING

    2

    ORA_MAXIMIZE_PROFIT

    3

    ORA_MAXIMIZE_REVENUE

    4

  9. Click Save and Close > Done.

Test Your Set Up

  1. In the Navigator, click Pricing Administration.

  2. On the Overview page, click Tasks > Manage Pricing Strategies.

  3. On the Manage Pricing Strategies page, click Actions > Create.

  4. On the Create Pricing Strategies dialog, click the Objectives attribute, then verify that it displays these values.

    • Loss leader

    • Competitive pricing

    • Profit maximization

    • Revenue maximization

  5. Click Cancel.

Manage Descriptive Flexfields for Pricing

Use the descriptive flexfields that come predefined with Oracle Fusion Pricing to store details.

Summary of the Steps

  1. Examine the current behavior.

  2. Modify the descriptive flexfield.

  3. Test your set up.

Assume you must add a new field you can use to describe details about the pricing strategy objective.

This topic includes example values. You might use different values, depending on your business requirements.

For details about flexfields, see the Descriptive Flexfields topic.

Examine the Current Behavior

  1. In the Navigator, click Pricing Administration.

  2. On the Overview , click Tasks > Manage Pricing Strategies.

  3. On the Manage Pricing Strategies page, click Actions > Create.

  4. On the Create Pricing Strategies dialog, click the Objectives attribute, then notice the values it displays.

  5. Expand and contract the Additional Information area.

    Notice that this area is empty. You will add a text box you can use to describe the pricing strategy objective.

  6. Click Cancel.

Modify a Flexfield

  1. In the Navigator, click Setup and Maintenance.

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

    • Offering: Order Management

    • Functional Area: Pricing

    • Task: Manage Pricing Descriptive Flexfields

  3. On the Manage Pricing Descriptive Flexfields page, in the Search area, set one or more attributes to filter the search results, then click Search.

    For this example, set this value.

    Attribute Value

    Module

    Pricing Administration

  4. In the Search Results area, scan the Name column for a flexfield that describes the pricing entity you must modify.

    For this example, you modify flexfield Pricing Strategy Header DFF.

  5. Click the row that includes Pricing Strategy Header DFF in the Name column, then click Actions > Edit.

  6. In the Edit Descriptive Flexfield dialog, click Actions > Create.

  7. In the Create Segment dialog, set values.

    Attribute Value

    Name

    LOSS_LEADER

    Data Type

    Character

    Value Set

    150 Characters Optional

    Prompt

    Description of the business objective

    Display Type

    Text Box

    Display Size

    150

    Display Height

    4

    Enabled

    Contains a check mark

    Range Type, Required

    Doesn't contain a check mark

    Instruction Help Text

    Enter details that describe how you intend to meet the objective for this strategy

  8. Click Save and Close > Save and Close.

  9. On the Manage Pricing Descriptive Flexfields page, click the row that includes Pricing Strategy Header DFF in the Name column, then click Deploy Flexfield.

  10. In the dialog that displays, wait until the indicator reaches 100%, then click OK.

  11. On the Manage Pricing Descriptive Flexfields page, click Done.

Test Your Set Up

  1. In the Navigator, click Pricing Administration.

  2. On the Overview page, click Tasks > Manage Pricing Strategies.

  3. On the Manage Pricing Strategies page, click Actions > Create.

  4. Expand and contract the Additional Information area.

    Verify that this area includes the flexfield you added, and that you can enter text.

  5. Click Cancel.

Pricing Guidelines

Create a pricing guideline to control modifications that your users can make to price, net price, margin, and so on. You apply it on an item, user role, customer detail, or time period.

  • Set a maximum discount amount, or set a maximum discount percent.

  • Set a minimum margin percent.

  • Control pricing for a nonconfigured or configured item.

  • Make sure the Order Entry Specialist sets values that remain within your company profitability policy while negotiating a price with the customer.

  • Reference a pricing matrix so you can leverage the conditions, constraining values, and violation type that the matrix specifies.

Pricing can validate each sales order against a pricing guideline at one of these predefined events.

  • Save

  • Customer Update

  • Reprice

  • Validate

  • Submit

Note.

  • Pricing validates the entire transaction.

  • Pricing validates only the order line for a line pricing event or for a manual price adjustment.

  • Pricing validates against each charge component. For example, assume you create a guideline that disallows a manual price adjustment that exceeds 10%. Assume the Order Entry Specialist applies adjustments.

    • One adjustment for 9%

    • One adjustment for 9%

    • One adjustment for 8%

    Pricing individually evaluates each adjustment. It doesn't evaluate the sum of adjustments, such as the entire 27%. None of the adjustments exceeds 10%, so Pricing accepts them.

  • If Pricing determines that a sales order exceeds a guideline, then it displays a warning. The Order Entry Specialist can submit a sales order that contains a warning.

How it Works

  1. An Order Entry Specialist does an action in Order Management that requires pricing, such as editing the sale price.

  2. Order Management sends a request to Pricing to price the transaction and validate the sales price.

  3. Pricing runs a pricing process to validate the sales price. It runs the pricing process according to the assignments that the Manage Pricing Process Assignments page specifies.

  4. Pricing runs a pricing algorithm that evaluates the pricing guidelines that you created for the pricing strategy when it prices the transaction.

  5. Pricing sends violations it finds for the order line charges for each charge component to Order Management.

  6. Order Management displays each violation as a warning or error, depending on how you set up the pricing guideline.

    warning that describes the violation

You can also set up a rule or constraint to control the sales order when a pricing violation occurs.

  • Approval rule. Require the Order Entry Specialist to get approval before submitting a sales order that contains a pricing violation. For details, see the Use Visual Information Builder to Create Rules topic.

  • Processing constraint. Prevent the Order Entry Specialist from submitting a sales order that contains a pricing violation. For details, see the Manage Processing Constraints topic.

In this example, create a pricing guideline that controls the pricing adjustment the Order Entry Specialist can make on the AS54111 Standard Desktop item.

  • If the manual price adjustment exceeds 20% of the list price, then display a warning, and allow the Order Entry Specialist to submit the sales order.

  • If the manual price adjustment exceeds 40% of the list price, then display an error.

  • Make sure the net price is 80% or more of the list price.

This topic includes example values. You might use different values, depending on your business requirements.

Summary of the Steps

  1. Add the control for the manual price adjustment.

  2. Add the control for Your Price.

  3. Add the pricing guideline to a pricing strategy.

  4. Test your set up.

Add the Control for the Manual Price Adjustment

  1. On the Overview page, click Tasks > Manage Guidelines.

  2. On the Manage Guidelines page, click Actions > Create.

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

    Attribute Value

    Name

    My guideline

    Business Unit

    Vision Operations

  4. Add the control for the manual price adjustment. In the Charge Guideline Components area, click Actions > Add Row, set values, then click Save.

    Attribute Value

    Component

    Custom Adjustment

    Specify the component where Pricing must apply the pricing guideline. In this example, you're creating a pricing guideline against the Custom Adjustment charge component that affects the adjustment the Order Entry Specialist can make.

    The Used in Guidelines attribute of the Manage Price Elements page determines the price element to use. At runtime, the evaluation occurs against the charge component because Pricing returns charge components in the runtime environment.

    You can also apply a pricing guideline that controls the changes the user can make on other components, such as Your Price, List Price, and so on.

    If the list is empty or it doesn't have the component you need, do this.

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

      • Offering: Order Management

      • Functional Area: Pricing

      • Task: Manage Price Elements

    2. On the Manage Price Elements page, click Search.

    3. In the Search Results, click the row that contains the element you need.

    4. In the row you clicked, add a check mark to the Used in Pricing Guidelines option.

    Calculation Type

    Percent of

    Operator

    Less than or equal to

    Calculation Component

    List Price

  5. In the search results, click Actions > Add Row, then set values. Use this area to specify where to apply the pricing guideline at a detailed level.

    Attribute Value

    Item Level

    Item

    Choose All Items to apply the guideline to all items in the pricing strategy that this guideline references.

    Name

    AS54111

    In this example, you apply the pricing guideline on the AS54111 Standard Desktop item.

    Line Type

    Buy

    In some implementations, you can apply the pricing guideline only to Buy order lines.

    Applies To

    Price

    Note that Applies To can also apply to shipping charges.

    Pricing UOM

    Each

    Price Type

    All

    Charge Type

    Sale

    Charge Subtype

    Price

  6. Click Create Charge Guideline Rule Matrix.

  7. In the Charge Guideline Rules area, click Actions > Add Row, then set values. This area sets the rule to apply for the pricing guideline.

    Attribute Value

    Constraining Value

    20

    Violation Type

    Warning

    To add more conditions, you add more rows to the matrix.

  8. At the top of the page, click Save.

    Notice that the Statement attribute now contains a value. If the Order Entry Specialist makes an adjustment that violates the guideline, then Order Management displays a similar message in the Price Adjustments dialog.

Add the Control for Your Price

  1. Create the pricing guideline for the manual price adjustment. In the Charge Guideline Components area, click Actions > Add Row, then set values.

    Attribute Value

    Component

    Your Price

    Calculation Type

    Percent of

    Operator

    Greater than or equal to

    Calculation Component

    List Price

  2. In the search results, click Actions > Add Row, set values, then click Save.

    Attribute Value

    Item Level

    Item

    Name

    AS54111

    Line Type

    Buy

    Applies To

    Price

    Pricing UOM

    Each

    Price Type

    All

    Charge Type

    Sale

    Charge Subtype

    Price

  3. Click Create Charge Guideline Rule Matrix.

  4. In the Charge Guideline Rules area, click Actions > Add Row, set values, then click Save.

    Attribute Value

    Constraining Value

    80

    Violation Type

    Warning

  5. Click Access Set.

  6. Click Actions > Add Row, set the value, then click Save.

    Attribute Value

    Set Code

    COMMON

  7. Click Approve.

Add Your Pricing Guideline to a Pricing Strategy

  1. Click Tasks > Manage Pricing Strategies.

  2. On the Manage Pricing Strategies page, search for, then open Corporate Pricing Strategy for editing.

  3. On the Edit Pricing Strategies page, click Guidelines.

  4. In the Charge Guidelines area, click Actions > Select and Add.

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

    Attribute Value

    Name

    Corporate Pricing Strategy

  6. In the Search Results, click the row, click Apply, then click OK.

  7. In the Charge Guidelines area, set the Start Date for your guideline.

  8. At the top of the page, click Save and Close.

Test Your Set Up

  1. Sign into Order Management.

  2. Create a sales order.

    Attribute Value

    Customer

    Computer Service and Rentals

    Business Unit

    Vision Operations

  3. Add an order line.

    Attribute Value

    Item

    AS54111 - Sentinel Standard Desktop

    Quantity

    1

    UOM

    Each

    Notice the order line displays a Sale Price of 2,000.00 and a Recycling Fee of 10.00.

  4. In the AS54111 - Sentinel Standard Desktop row, click the Pencil.

  5. In the Edit Sale Price dialog, set the values.

    Attribute Value

    Type

    Discount Amount

    Amount

    500

    Reason

    Price Match

  6. Notice that the Edit Sale Price dialog displays these values.

    Attribute Value

    List Price

    2,000

    Automatic Adjustments

    0

    Manual Adjustments

    500

    Net Price

    1,500

    Recall that you set up these controls.

    • Make sure the manual price adjustment doesn't exceed 20% of the list price.

    • Make sure the net price is 80% or more of the list price.

      Your manual adjustment violates each of the controls.

      • The $500 manual adjustment is 25% of the $2,000 list price.

      • The net price is less than 80% of the list price. $1,600 is 80% of the list price.

  7. In the Edit Sale Price dialog, click Save and Close.

  8. At the top of the page, click Save.

    Order Management calls Pricing to validate the sales price. Pricing evaluates the pricing guidelines that reference the pricing strategy for the transaction, then applies the guidelines. In this example, it finds two violations, then sends the results to Order Management.

  9. Notice that Order Management displays a Warning icon on the far left side of the order line.

  10. Click the warning on the order line.

  11. Verify that Order Management displays a warning.

    The charge has a pricing violation for the charge component Your Price. The charge component Your Price must be greater than or equal to 1,600 USD (value 80% of the charge component List Price).

Messages

Use a pricing message to describe a price element.

  • Describe a price element, such as Total List Price, Discount, Shipping, Total Tax, and so on, that Order Management Cloud displays in the Total dialog on the Create Order page.

  • Describe the reason for a sale price violation. For example, Pricing displays the QP_FLOOR_PRICE_VIOLATION message when a cost element is less than the floor price.

  • Describe how Oracle Fusion Pricing identifies the pricing segment or pricing strategy that it uses for a sales order.

  • Describe other details, such as the name of an adjustment and the reason why Pricing applied it.

Summary of the Steps

  1. Identify predefined tokens.

  2. Create a pricing message.

You will create a pricing message that Pricing displays for the Sentinel Desktop item in the Corporate price list. Pricing then uses the pricing rule to determine the token value, then displays the message at run time.

This topic includes example values. You might use different values, depending on your business requirements.

Identify Predefined Tokens

You can use a predefined token. You must identify the token name so you can reference it in you message. If you can't find a predefined token that meets your requirements, then see the Manage Pricing Message Tokens topic.

Identify predefined tokens.

  1. In the Navigator, click Setup and Maintenance.

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

    • Offering: Order Management

    • Functional Area: Pricing

    • Task: Manage Pricing Message Token Attribute Definitions

  3. On the Manage Pricing Message Token Attribute Definitions page, choose the pricing entity where Pricing must display the message, then click Search. For this example, use this value.

    Attribute Value

    Pricing Entity

    Price List Items

  4. In the Search Results area, click Price List Message.

  5. On the Edit Pricing Message Token Attribute Definition page, click Refresh Token Attributes.

  6. Scan the search results for the tokens that look like might meet your requirements, and then note the values in the Token Name column.

    For this example, you must display the name of the price list and the name of the item, so note these token names.

    • PRICE_LIST_NAME

    • ITEM_NAME

  7. Click Cancel > Done > Done > Save and Close.

Create the Pricing Message

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

    • Offering: Order Management

    • Functional Area: Pricing

    • Task: Manage Pricing Messages

  2. On the Manage Pricing Messages page, choose the pricing entity where Pricing must display the message, then click Search. For this example, set this value.

    Attribute Value

    Pricing Entity

    Price List Items

  3. Examine the predefined pricing messages.

    To reduce maintenance, use a predefined pricing message instead of creating a new one.

  4. If you can't locate a pricing message that meets your requirements, then click Actions > Add Row, then set values.

    Attribute Description

    Name

    Enter text that Pricing can use to reference this pricing message.

    • Enter only alphabetic text.

    • Use all capital letters.

    • Use an underscore to separate each word.

    Description

    Enter text that describes the purpose of the pricing message. The description is intended only to help you administer and manage pricing messages. Pricing doesn't display it elsewhere.

    Message Text

    Enter the text that Pricing will display.

    Enclose each token that you use with curly brackets.

    For this example, enter Item {ITEM_NAME} in price list {PRICE_LIST_NAME}is discontinued.

    Pricing Entity

    Choose the pricing entity where Pricing must display the message.

  5. Click Save.

  6. Modify the pricing rule so it can determine the token value.

Create a token that specifies the attributes that Oracle Fusion Pricing uses to determine the token value for a pricing entity. Use the token in a pricing message.

Pricing uses the token to get and display the token value at run time.

A token is placeholder for variable content, such as text or a number. An application replaces the token with a value at run time. For example, assume COST_ELEMENT_NAME is the token in message The {COST_ELEMENT_NAME} is less than the floor price. The application assembles this message at run time to The list price is less than the floor price.

For another example, assume you select the CurrencyCode attribute and the Price List pricing entity, and you use this attribute as a token in a pricing message. At run time, Pricing returns the value of the CurrencyCode attribute in the pricing message, then displays it in the price breakdown.

You will create a token that Pricing uses when it displays a message for the Sentinel Desktop item in the Corporate price list. You define Corporate and Sentinel Desktop each as a token value.

Manage pricing message tokens.

  1. In the Navigator, click Setup and Maintenance.

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

    • Offering: Order Management

    • Functional Area: Pricing

    • Task: Manage Pricing Message Token Attribute Definitions

  3. On the Manage Pricing Message Token Attribute Definitions page, in the Active attribute, click Yes, then click Search.

    The Manage Pricing Messages page displays the predefined tokens.

  4. Click Detach, then examine the pricing message tokens.

    To reduce maintenance, use a predefined pricing message token instead of creating a new one.

  5. If you can't locate a pricing message token that meets your requirements, then click Actions > Create, then set values.

    Attribute Description

    Name

    Enter text that Pricing can use to reference this pricing message token.

    • Enter only alphabetic text.

    • Use headline capitalization.

    For this example, enter Custom Price List Message.

    Description

    Enter text that describes the purpose of this pricing message. This description is intended only to help you administer and manage pricing messages. Pricing doesn't display it elsewhere.

    For this example, enter This definition contains custom tokens for prices.

    Pricing Entity

    For this example, choose Price List Items.

    Active

    Add a check mark.

    Package Name

    Enter oracle.apps.scm.pricing.setup.pricingMessages.publicModel.applicationModule.

    You must use this value for all tokens.

    Application Module

    Enter PricingMessageTokenAttrDefnAM. You must use this value for all tokens

    Application Module Configuration

    Enter PricingMessageTokenAttrDefnAMShared. You must use this value for all tokens.

    View Object

    Enter the name of the view object where Pricing must display this message. Use this format.

    <entityName>MessageVO

    where

    • entityName. Identifies the name of pricing entity you set in the Pricing Entity attribute of this token.

    For this example, Pricing must display this message on a price list, so enter PriceListChargeMessageVO.

    Here's the values you can use, depending on how you set the Pricing Entity attribute.

    • CostListChargeMessageVO

    • ItemChargeGuidelineMessageVO

    • ManualChargeAdjustmentMessageVO

    View Criteria

    For this example, choose PriceListChargeMessageVC.

  6. Click Save and Edit.

  7. On the Edit Pricing Message Token Attribute Definition page, in the Pricing Message Token Attributes area, click Refresh Token Attributes.