Professional Documents
Culture Documents
Fundamentals
Student Guide - Volume 1
D17037GC20
Edition 2.0
December 2004
D40099
Author
John Salvini
Technical Contributors and Reviewers
Manoj Arya, David Barnacle, Amit Batra, Steven Best, Vanessa Graziano, Vivek Gulati, Anwar
Hussain, Jeff Lee, Vivian Y. Lee, Maria Viglionese Matheny, Abhijit Prasad, David Reitan,
Kalyani Subramanyan, Pius Sebastian, Nancy Szeto, Giri Tippireddy, Li Yang, Rebecca
Zarchikoff
This book was published using:
oracletutor
Table of Contents
Overview of Advanced Pricing .......................................................................................................................1-1
Overview of Advanced Pricing .....................................................................................................................1-2
Objectives ......................................................................................................................................................1-3
Agenda...........................................................................................................................................................1-5
What is Oracle Advanced Pricing..................................................................................................................1-6
Benefits of Advanced Pricing........................................................................................................................1-8
Overview of Advanced Pricing in the Order to Cash Process .......................................................................1-9
Agenda...........................................................................................................................................................1-10
From Basic Pricing to Advanced ...................................................................................................................1-11
Advanced Pricing ..........................................................................................................................................1-12
Basic/Advanced Pricing Summary: Pricing Security ....................................................................................1-15
Basic/Advanced Pricing Summary: Price Lists .............................................................................................1-16
Basic/Advanced Pricing Summary: Agreements...........................................................................................1-18
Basic/Advanced Pricing Summary: Formulas ...............................................................................................1-19
Basic/Advanced Pricing Summary: Modifiers ..............................................................................................1-20
Agenda...........................................................................................................................................................1-24
Pricing Engine Overview...............................................................................................................................1-25
Pricing Engine ...............................................................................................................................................1-28
Pricing Engine Process ..................................................................................................................................1-30
Agenda...........................................................................................................................................................1-32
Advanced Pricing Features ............................................................................................................................1-33
The Advanced Pricing Process ......................................................................................................................1-34
Qualifiers .......................................................................................................................................................1-35
Qualifier Groups ............................................................................................................................................1-36
Modifiers .......................................................................................................................................................1-37
Accruals.........................................................................................................................................................1-39
Formulas ........................................................................................................................................................1-40
Price Lists ......................................................................................................................................................1-42
Pricing Attributes...........................................................................................................................................1-43
Contexts.........................................................................................................................................................1-44
Attribute Management...................................................................................................................................1-45
Responsibility Levels ....................................................................................................................................1-46
Oracle Pricing Administrator.........................................................................................................................1-47
Oracle Pricing Manager.................................................................................................................................1-48
Oracle Pricing User .......................................................................................................................................1-49
Agenda...........................................................................................................................................................1-50
Oracle Advanced Pricing HTML User Interface (UI) ...................................................................................1-51
Description of Major Changes.......................................................................................................................1-52
Pricing Home Page (HTML UI) ....................................................................................................................1-53
Modifier Setup (HTML UI)...........................................................................................................................1-54
Shortcut Region from HTML Home page.....................................................................................................1-56
Shortcut Region (HTML Home page) ...........................................................................................................1-57
Summary........................................................................................................................................................1-58
Generic Implementation Setup.......................................................................................................................2-1
Generic Implementation Setup ......................................................................................................................2-2
Objectives ......................................................................................................................................................2-3
Agenda...........................................................................................................................................................2-4
Perform System Administration Steps...........................................................................................................2-5
Set Profile Options.........................................................................................................................................2-6
Set Multi-Currency Profile Options...............................................................................................................2-8
Perform System Sourcing ..............................................................................................................................2-9
Verify or Create Pricing Transaction Entity ..................................................................................................2-10
Copyright Oracle Corporation, 2004. All rights reserved.
Agenda...........................................................................................................................................................3-47
Security Implementation Steps Setting up Default Security Profile Options .............................................3-48
Security Implementation Steps Turning Security On .................................................................................3-50
After the Security Upgrade: Impact of Changes............................................................................................3-52
Summary........................................................................................................................................................3-53
Qualifiers and Qualifier Groups ....................................................................................................................4-1
Qualifiers and Qualifier Groups ....................................................................................................................4-2
Objectives ......................................................................................................................................................4-3
Agenda...........................................................................................................................................................4-5
Overview of Qualifiers ..................................................................................................................................4-6
Agenda...........................................................................................................................................................4-8
Creating Qualifiers for Price Lists or Modifiers ............................................................................................4-9
Creating List Qualifiers in Creation Flow (HTML UI) .................................................................................4-10
Creating Line Qualifiers in Creation Flow (HTML UI) ................................................................................4-11
Typical Qualifier Setup (HTML UI) .............................................................................................................4-12
Agenda...........................................................................................................................................................4-13
Qualifier Terminology...................................................................................................................................4-14
Example of Qualifier Hierarchy ....................................................................................................................4-15
Qualifiers (HTML UI) ...................................................................................................................................4-16
Unique Qualifiers (HTML UI) ......................................................................................................................4-17
Common Qualifiers (HTML UI) ...................................................................................................................4-18
Agenda...........................................................................................................................................................4-19
Creating Qualifier Groups .............................................................................................................................4-20
Qualifier Grouping Number ..........................................................................................................................4-21
Practice - Create a Qualifier Group ...........................................................................................................4-23
Solution Create a Qualifier Group ..........................................................................................................4-25
Agenda...........................................................................................................................................................4-29
Appending Qualifier Groups .........................................................................................................................4-30
Agenda...........................................................................................................................................................4-31
Entering Qualifier Information (Forms UI) ...................................................................................................4-32
Qualifier Grouping Number (Forms UI) .......................................................................................................4-34
Selected Qualifier Groups..............................................................................................................................4-35
Agenda...........................................................................................................................................................4-36
Appending Qualifier Groups (Forms UI) ......................................................................................................4-37
Retaining Grouping Numbers Across Qualifier Groups................................................................................4-38
Generating Unique Grouping Numbers Across Qualifier Groups.................................................................4-39
Summary........................................................................................................................................................4-40
Price Lists .........................................................................................................................................................5-1
Price Lists ......................................................................................................................................................5-2
Objectives ......................................................................................................................................................5-3
Agenda...........................................................................................................................................................5-5
Overview of Pricing Process .........................................................................................................................5-6
Price Lists Overview .....................................................................................................................................5-7
Price List Information....................................................................................................................................5-8
Basic List Information ...................................................................................................................................5-10
Agenda...........................................................................................................................................................5-12
Bulk Uploading of Price Lists .......................................................................................................................5-13
Bulk Loader for Price List .............................................................................................................................5-14
Setting up Bulk Loader for Price List Step 1: Loading Data ........................................................................5-15
Setting up Bulk Loader for Price List Step 2: Pre-Processing Steps ............................................................5-16
Setting up Bulk Loader for Price List Step 3: Importing Data .....................................................................5-17
Bulk Loader Processing.................................................................................................................................5-18
Bulk Loader: Profile Options.........................................................................................................................5-19
Agenda...........................................................................................................................................................5-22
Creating Price Lists .......................................................................................................................................5-23
Creating Price Lists: Flow .............................................................................................................................5-26
Copyright Oracle Corporation, 2004. All rights reserved.
Attribute Management....................................................................................................................................8-1
Attribute Management...................................................................................................................................8-2
Objectives ......................................................................................................................................................8-3
Agenda...........................................................................................................................................................8-4
What is Attribute Management? ....................................................................................................................8-5
Common Terms .............................................................................................................................................8-7
Attributes in Advanced Pricing .....................................................................................................................8-9
Attributes and Contexts .................................................................................................................................8-10
How Can Attributes Control Pricing Actions? ..............................................................................................8-11
Steps in Creating Attributes...........................................................................................................................8-12
Agenda...........................................................................................................................................................8-13
Overview of Pricing Transaction Entity (PTE) .............................................................................................8-14
Components of a Pricing Transaction Entity .................................................................................................8-16
Source Systems and Request Types...............................................................................................................8-18
Example: Order Fulfillment PTE...................................................................................................................8-19
Reviewing Available PTEs............................................................................................................................8-20
Role of PTEs in Attribute Management ........................................................................................................8-21
PTE in Attribute Creation Process.................................................................................................................8-22
Linking Attributes to a PTE...........................................................................................................................8-23
Creating a New Pricing Transaction Entity ...................................................................................................8-25
Defining Pricing Transaction Entity Associations.........................................................................................8-27
Agenda...........................................................................................................................................................8-28
What is a Context?.........................................................................................................................................8-29
Context Examples..........................................................................................................................................8-30
Understanding Contexts ................................................................................................................................8-31
Contexts.........................................................................................................................................................8-32
Qualifier Contexts..........................................................................................................................................8-34
Qualifier Context Examples ..........................................................................................................................8-35
Product Contexts............................................................................................................................................8-36
Pricing Contexts ............................................................................................................................................8-37
Agenda...........................................................................................................................................................8-38
Context/Attribute Creation Process ...............................................................................................................8-39
Creating Attributes for Contexts....................................................................................................................8-40
Attribute Selection: Pricing Engine Processing.............................................................................................8-41
Pricing Attributes and Flexfields ...................................................................................................................8-42
Pricing Attributes...........................................................................................................................................8-43
Practice - Create a Pricing Qualifier Context and Attributes.....................................................................8-46
Solution Create a Pricing Qualifier Context and Attributes.....................................................................8-48
Agenda...........................................................................................................................................................8-52
Overview of Attribute Mapping Methods .....................................................................................................8-53
Stages in Attribute Creation...........................................................................................................................8-54
Linking Attributes to a Pricing Transaction Entity........................................................................................8-55
Advanced PricingPTEAttribute Linking Window.....................................................................................8-56
Setting Attribute Levels.................................................................................................................................8-58
Attribute Levels .............................................................................................................................................8-60
Attributes and Pricing Window LOVs...........................................................................................................8-61
Disabling an Attribute from a PTE ................................................................................................................8-63
Practice - Link Attributes to a Pricing Transaction Entity (PTE) ..............................................................8-64
Solution Link the Attribute to a Pricing Transaction Entity (PTE).........................................................8-66
Agenda...........................................................................................................................................................8-69
Assigning an Attribute Mapping Method ......................................................................................................8-70
Attribute Mapping .........................................................................................................................................8-72
Setting Up a New Mapping Rule for a Qualifier/Pricing Attribute ...............................................................8-73
Attribute Mapping Window...........................................................................................................................8-75
Practice - Use Attribute Mapping to Define an Attribute ..........................................................................8-77
Solution Use Attribute Mapping to Define an Attribute.........................................................................8-80
Agenda...........................................................................................................................................................8-86
Copyright Oracle Corporation, 2004. All rights reserved.