Price Item Selection during Deal Creation

Oracle Revenue Management and Billing enables you to select the price items which you want to offer in a deal. If you create a deal for an existing customer, the system, by default, selects the following price items:

  • Whose pricing is directly assigned to the customer

  • Whose pricing is inherited by the customer

Note that the system does not by default select the price items assigned to the customer's accounts and the price items assigned to the child customers and their accounts. And, if you create a deal for an existing account, the system, by default, selects the following price items:

  • Whose pricing is directly assigned to the account

  • Whose pricing is inherited by the account

The default price item selection is done when the following conditions are met:

  • Deal is created for an existing customer or an account

  • Default commitments are not defined in the respective deal type

However, if the deal is created for a proposed customer or if the default commitments are defined in the respective deal type, the system does not select the price items, by default, in the Price Item Selection screen. You have to manually select the required price items in the Price Item Selection screen. Only then, the system considers the pricing and commitments of the selected price items in the deal.

If required, you can deselect a price item the Price Item Selection screen. You can access the Price Item Selection screen in either of the following ways:

  • By clicking the Edit (The Edit Icon) icon in the Price Item Selection column corresponding to the customer or account in the Simulation Details zone of the Deal Information screen

  • By clicking the Select Price Item Group button in the Pricing and Commitments screen

  • By clicking the Save and Select Price Item Group button in the Price List Assignment screen

Only the selected price items are then considered in the deal for simulation. On assigning a price list to an entity in the customer hierarchy, you need to select the price items whose pricing you want to inherit from the price list. Only the selected price items from the price list will be considered in the deal for simulation. If you remove a price list which is newly assigned to an entity in the deal, the price item pricing inherited from the price list is removed from the Pricing and Commitments screen.

However, if you override a price list pricing and create a customer or account agreed pricing for the entity, the system does not delete the customer or account agreed pricing when the assigned price list is removed from the deal.

The system enables you to select or deselect all price items within a root level or non-root level hierarchy entity by selecting the check box corresponding to the root level or non-root level hierarchy entity. On clicking the check box corresponding to the root level hierarchy entity, all the subsequent non-root level hierarchy entities and their price items are selected.