Price List and Price Item Pricing Upload

Oracle Revenue Management and Billing enables you to create new price lists and edit the existing price lists using the File Upload Interface utility. You can upload the price list file in the XML or CSV format using the File Upload Interface utility.

You can specify the following in the XML and CSV files along with the basic details of the price list:

  • Divisions which you want to associate with the price list

  • Characteristics for the price list

  • Eligibility criteria for the price list

  • Hierarchy details for the price list

To upload the price list file in the XML format using the File Upload Interface utility, you need to do the following:

  1. Define a file request type with the following specifications:

    • Set theFile Format field to Extensible Markup Language.

    • Attach an algorithm created using the C1-FRHVA algorithm type to the File Validation Algorithm field.

    • Add the C1_​PRICEASSIGN_​SERVICE business service in the Services section.

    • Set the Operation field to Add or Replace depending on whether you want to create new price lists or edit the existing price lists using the file request type.

  2. Execute the File Transformation and Upload Batch (C1-FTRAN) batch to upload the price list file.

  3. Execute the File Request Processing (C1-FREQP) batch to create or edit the price lists in the system.

Note: For more information about the XML file format, refer to Oracle Revenue Management and Billing Banking User Guide or Oracle Revenue Management and Billing Insurance User Guide.

To upload the price list file in the CSV format using the File Upload Interface utility, you need to do the following:

  1. Define a file request type with the following specifications:

    • Set the File Format field to Comma Separated Values.

    • Select the Data Transformation Required option.

    • Attach an algorithm created using the C1-FRHVA algorithm type to the File Validation Algorithm field.

    • Attach an algorithm created using the C1-FRTA algorithm type to the Data Transformation Algorithm field.

    • Add the C1_​PRICEASSIGN_​SERVICE business service in the Services section.

    • Set the Operation field to Add or Replace depending on whether you want to create new price lists or edit the existing price lists using the file request type.

    • Specify the following details in the Field Transformation section:

      • Sequence - Used to specify the data field in the CSV record which should be uploaded in the system.

      • Field Name - Used to indicate the field for which the data is uploaded in the system.

      • Map Field XPath - Used to specify the XPath of the field where you want to store the data field from the CSV record.

      For example,

      Sequence Field Name Map Field XPath
      1 PRICELISTID C1_​PRICEASSIGN_​SERVICE/0/pricelist/priceListId
      2 DESCRIPTION C1_​PRICEASSIGN_​SERVICE/0/pricelist/description

    This means that the system should upload the first value (i.e. price list ID) and second value (i.e. price list description) from the CSV record in the priceListId and description fields using the C1_​PRICEASSIGN_​SERVICE business service.

  2. Execute the File Transformation and Upload Batch (C1-FTRAN) batch to upload the price list file.

  3. Execute the File Request Processing (C1-FREQP) batch to create or edit the price lists in the system.

Note: For more information about the CSV file format, refer to Oracle Revenue Management and Billing Banking User Guide or Oracle Revenue Management and Billing Insurance User Guide.

The system also enables you to create new price item pricing for an account, customer, or price list and edit the existing price item pricing assigned to an account, customer, or price list using the File Upload Interface utility. You can upload price item pricing along with the price list or separately based on the requirements.

You can specify the following in the XML and CSV files along with the basic details of price item pricing:

  • Person, account, or price list to which you want to assign the price item pricing

  • Characteristics for the price item pricing

  • Price item parameters based on which you want to define the price item pricing

  • Basic details for the price components

  • Tiering criteria for the price component (if the Tiering Type of the corresponding rate component is set to STEP or Threshold)

  • Eligibility criteria for the price component (if the Tiering Type of the corresponding rate component is set to STEP or Threshold)

To upload the price assignments file in the XML format using the File Upload Interface utility, you need to do the following:

  1. Define a file request type with the following specifications:

    • Set the File Format field to Extensible Markup Language.

    • Attach an algorithm created using the C1-FRHVA algorithm type to the File Validation Algorithm field.

    • Add the C1_​PRICEASSIGN_​SERVICE business service in the Services section.

    • Set the Operation field to Add or Replace depending on whether you want to create new price item pricing or edit the existing price item pricing using the file request type.

  2. Execute the File Transformation and Upload Batch (C1-FTRAN) batch to upload the price assignments file.

  3. Execute the File Request Processing (C1-FREQP) batch to create or edit the price item pricing in the system.

Note: For more information about the XML file format, refer to Oracle Revenue Management and Billing Banking User Guide or Oracle Revenue Management and Billing Insurance User Guide.

To upload the price assignments file in the CSV format using the File Upload Interface utility, you need to do the following:

  1. Define a file request type with the following specifications:

    • Set the File Format field to Comma Separated Values.

    • Select the Data Transformation Required option.

    • Attach an algorithm created using the C1-FRHVA algorithm type to the File Validation Algorithm field.

    • Attach an algorithm created using the C1-FRTA algorithm type to the Data Transformation Algorithm field.

    • Add the C1_​PRICEASSIGN_​SERVICE business service in the Services section.

    • Set the Operation field to Add or Replace depending on whether you want to create new price item pricing or edit the existing price item pricing using the file request type.

    • Specify the following details in the Field Transformation section:

      • Sequence - Used to specify the data field in the CSV record which should be uploaded in the system.

      • Field Name - Used to indicate the field for which the data is uploaded in the system.

      • Map Field XPath - Used to specify the XPath of the field where you want to store the data field from the CSV record.

  2. Execute the File Transformation and Upload Batch (C1-FTRAN) batch to upload the price assignments file.

  3. Execute the File Request Processing (C1-FREQP) batch to create or edit the price item pricing in the system.

Note: For more information about the CSV file format, refer to Oracle Revenue Management and Billing Banking User Guide or Oracle Revenue Management and Billing Insurance User Guide.

Parent Topic: Oracle Revenue Management and Billing Generic Business Processes