Add Adjustment Matrix to Price List

Add an adjustment matrix to a price list and see how it affects order lines in Order Management.

For example:

  • Set the unit price.

  • Set the start and end dates when the price applies.

  • Use an adjustment matrix. For example, apply a discount according to quantity.

  • Use a tier adjustment.

For details, see Manage Price Lists.

Assume you must modify a predefined price list that references the AS54888 Desktop Computer:

  • Reduce the base price from $2,500 to $2,000 for each computer.

  • If the order line quantity is 10 or more, then discount the sale price by 20%.

This topic uses example values. You might need different values, depending on your business requirements.

Summary of the Steps

  1. Examine the current behavior.

  2. Modify the price list.

  3. Verify your work.

Examine the Current Behavior

  1. Go to the Order Management work area, then create a new sales order.

  2. Complete attributes in the header.

  3. Add an item on the order line:

    Attribute

    Value

    Item

    AS54888, Desktop Computer

    Quantity

    10

    UOM

    Each

    Amount

    2,500

  4. Click 2,500 in the Amount column, then examine the details:
    Price Components Unit Selling Price Amount
    Base List Price Applied from Corporate Segment Price List 2,500.00 25,000.00
    List Price 2,500.00 25,000.00
    Your Price 2,500.00 25,000.00

    You will modify the price list so it applies a unit price of $2,000, and a discount of 20%.

  5. Click Done, and then sign out of Order Management.

Modify the Price List

  1. Sign into Oracle Pricing with administrative privileges.

  2. Go to Home > Order Management > Pricing Administration > Price Lists..

  3. Enter the value, then click Search:

    Attribute

    Value

    Name

    Corporate Segment Price List

  4. In the search results, click Corporate Segment Price List.

  5. On the Price List, enter the value, then click Search:

    Attribute

    Value

    Item

    AS54888

  6. Select the row that has the item, then click More Actions > Add Matrix Pricing.

  7. Add the Ordered Quantity column.

  8. Click Add Row, then add one:

    Ordered Quantity

    Adjustment Type

    Adjustment Amount

    10

    Discount Percent

    20

  9. Click Save, then sign out of Pricing.

Verify Your Set Up

  1. Go to the Order Management work area, then create a new sales order.

  2. Complete attributes in the header.

  3. Add an item on the order line:

    Attribute

    Value

    Item

    AS54888, Desktop Computer

    Quantity

    10

    UOM

    Each

    Amount

    1,600

  4. Click 1,600 in the Amount column, then verify values:
    Price Components Unit Selling Price Amount
    Base List Price Applied from Corporate Segment Price List 2,000.00 20,000.00
    Price list matrix adjustment rule applied because Ordered Quantity Exceeds 10 -400.00 -4,000.00
    List Price 1,600.00 16,000.00
    Your Price 1,600.00 16,000.00