Price List Assignments in Deal through Inbound Web Service

Oracle Revenue Management and Billing enables you to assign a price list to an existing or prospect customer or account in a deal through a web service. It also enables you to edit and delete a price list assignment of a deal and view the details of a price list assignment through a web service. You can send a request from the external system to do the following through an inbound web service:

• Assign a price list to an existing or prospect customer or account in a deal

• Edit a price list assignment of a deal

• Delete a price list assignment of a deal

• View the details of a price list assignment

At a time, you can send a request either for viewing the details of one or more price list assignments or for creating, updating, and/or deleting one or more price list assignments of a deal. We have shipped the following two inbound web services in this release:

• C1-DealPricelistAssignment - This is a SOAP based web service. You can use this web service when you want to send the above requests with respect to price list assignment in the XML format.

• C1-DealPricelistAssignmentREST - This is a REST based web service. You can use this web service when you want to send the above requests with respect to price list assignment in the XML or JSON format.

Both these inbound web services call the C1-DealPricelistAssignmentBS business service. This business service is used to do the following:

• Assign a price list to a customer or an account in a deal - While assigning a price list to a customer or an account in a deal, you can specify the following details:

  • Deal Version ID or Deal ID or Deal Identifier to determine the deal version in which you want to assign the price list to an entity

  • Entity (i.e. person or account) to whom you want to assign the price list

  • Price list that you want to assign

  • Start and end dates of the price list assignment

  • Priority of the price list assignment

  • Whether the customer or account can inherit pricing from the parent price list

  To assign a price list to a customer or an account in a deal through the web service, you must set the action flag to ADD. On processing the request, the system assigns the price list to the entity in the deal in the Proposed status.

• Edit a price list assignment of a deal - While editing a price list assignment of a deal, you need to:

  • Specify the deal version ID or deal ID or deal identifier to determine the deal version whose proposed price list assignment you want to edit

  • Specify the price list assignment ID

  • Specify the entity (i.e. person or account) whose price list assignment you want to edit

  • Set the action flag to UPD

  During the update operation, the system replaces the price list assignment data instead of editing it. Therefore, you should provide all details of the price list assignment including the data that you want to change.

• Delete a price list assignment of a deal - While deleting a price list assignment of a deal, you need to:

  • Specify the deal version ID or deal ID or deal identifier to determine the deal version whose proposed price list assignment you want to delete

  • Specify the price list assignment ID

  • Specify the entity (i.e. person or account) whose price list assignment you want to delete

  • Set the action flag to DEL

  On processing the request, the system deletes the proposed price list assignment of the entity from the deal.

• View the details of a price list assignment - While viewing the details of a price list assignment, you can specify either of the following:

  • Price List Assignment ID - Used when you want to view the details of a particular price list assignment.

  • Entity Type and Entity ID - Used when you want to view all price list assignments of a particular entity (i.e. person or account).

  • Deal Version ID, Deal ID, or Deal Identifier - Used when you want to view the price list assignments of all customers and accounts in a particular deal.

  Note that if you provide the price list assignment ID, entity details, and deal details, the system fetches the details of a price list assignment using the price list assignment ID and ignores the entity and deal details. However, if you provide the entity and deal details, the system fetches the price list assignments of the given entity and ignores the deal details. Similarly, if you only provide the deal details, the system fetches all price list assignments of all entities from the given deal.

  To view the details of a price list assignment through the web service, you must set the action flag to READ. On processing the request, the system displays the details of the price list assignment in the response.

If both the deal version and deal ID or deal identifier are given in the request, the system considers the deal version. However, if only the deal ID or deal identifier is given in the request, the system derives the deal version. Note that an error occurs when the given deal has multiple deal versions. For more information about the Deal Management functionality, refer to Oracle Revenue Management and Billing Banking User Guide.