Default: None, Required Assign users who set up Oracle Advanced Pricing to the Oracle Pricing Manager responsibility Perfor! this step for each user who will access the Oracle Pricing Manager responsibility Step 2: Set Profile Options Required During i!ple!entation, you set a value for each user profile option to specify how Oracle Advanced Pricing controls access to and processes data "he syste! ad!inistrator sets and updates profile values Step 3: Set Multi-Currency Profile Options Default: None, Optional "he profile option #P: Multi$%urrency &nstalled enables the !ulti$currency price list feature Multi$%urrency Price 'ists enables you to !aintain a single price list for !ultiple currencies Once the profile option is set to (, the price list and agree!ent for!s are converted to !ulti$currency %hanging the profile option #P: Multi$ %urrency &nstalled bac) to N *No+ !ay cause undesired results if conversion criteria were used Oracle does not support this Step 4: Perform System Sourcing Default: Predefined Oracle Advanced Pricing record "his step is required if: $ (our pricing data application source is anything other than Oracle Advanced Pricing $ (ou are integrating Oracle Advanced Pricing with an application other than Oracle Order Manage!ent Warning: %hanging the syste! source code can severely affect pricing engine behavior "he pricing engine uses request types to deter!ine the source of pricing data to be used when pricing a particular transaction Request type is used to identify the type of transaction being priced ,henever the pricing engine prices a request, the request !ust be sta!ped with the request type so the pricing engine can identify the type of transaction "he source syste! is recorded on all price and !odifier lists and is used to identify which application created this pricing data -se the Pricing "ransaction .ntities Associations window to control which pricing data is used to price transactions Perfor! this step for each source syste! you want to !ap to a request type Step : !erify or Create P"# Default: Order /ulfill!ent, Required A Pricing "ransaction .ntity *P".+ is an ordering structure that has associated Request "ypes and 0ource 0yste!s Request "ypes and 0ource 0yste!s in the sa!e P". share pricing setup data Additional 0ource 0yste! and Request "ypes can be added to e1isting P".2s "here are very rare instances where it is necessary to create a new P". A new P". needs to be created only if the new request type uses a different ordering structure and a different set of source syste!s that is not already predefined Step $:Create %ualifier Conte&ts and %ualifier Attri'utes Default: Predefined Oracle Advanced Pricing qualifier conte1ts, Optional &f you s)ip this step, users will be able to chose only predefined Oracle qualifier conte1ts and qualifier attributes for price and !odifier eligibility #ualifiers provide a highly configurable and fle1ible !ethod of defining the rules which your business uses to !anage pricing #ualifiers are used by the pricing engine to deter!ine eligibility for price lists and !odifiers Step (: Create Pricing Conte&ts) Pricing Attri'utes) and Product Attri'utes Default: Predefined Oracle Advanced Pricing3Product attribute conte1ts, Optional Pricing3Product attributes are a feature of Oracle Advanced Pricing which enables you to define necessary ite! attributes in order to price or apply a !odifier and attributes used in for!ulas &f you do not perfor! this step, users will be able to select only predefined Oracle Advanced Pricing conte1ts and associated attribute values for benefit options Step *: Perform Attri'ute Mapping Default: Predefined Oracle Advanced Pricing attribute !apping rules Optional Do this step if you have defined any additional qualifiers or pricing attributes in steps 4 and 5, or if you wish to change the defaulting !apping that has been seeded for a seeded qualifier or pricing3product attribute Oracle provides predefined rules for attribute !apping, for both qualifiers and pricing conte1ts, that enable a list of values when selecting eligibility criteria #ualifier and pricing attribute !apping is required to supply a value for a qualifier or non$user entered pricing attribute before pricing a transaction A !apping rule is set up to derive the value for the qualifier or pricing attribute fro! the transaction itself or fro! another attribute of the transaction Attribute !apping builds additional infor!ation about a transaction that can be used to qualify for or derive a price, benefit, or charge for the transaction Attribute !apping includes rules that enable you to configure !apping to source qualifiers and pricing attributes according to your business needs Step +: ,efine -nit of Measure Default: None, Optional -nits of !easure *-OM+ are used in Oracle Advanced Pricing to deter!ine the unit value for what the pricing engine is pricing, !odifying, returning a benefit, or creating an accrual Do this step if you have not installed and set up Oracle &nventory or perfor!ed this co!!on$applications setup for another Oracle Product Step 1.: ,efine -nit of Measure Con/ersions Default: None, Optional (ou !ust define conversion rates between the base unit of !easure and other units of !easure within a -OM class if you want to price and discount an ite! in a -OM other than its pri!ary -OM Oracle Advanced Pricing uses these conversions to auto!atically convert transaction quantities to the pri!ary pricing unit of !easure defined on the price list when pricing cannot find a price in the transaction unit of !easure &n addition, all price ad6ust!ents, benefits, and charges need to be defined in the sa!e unit of !easure as the unit of !easure used on the price list Perfor! this step if you have not installed and set up Oracle &nventory or perfor!ed this co!!on$applications setup for another Oracle Product Step 11: ,efine 0tem Category Sets and 0tem Categories Default: 0eeded structure na!e of ite! categories, category set inventory ite!s, and associated default seeded category code co!bination M&0%, Optional &te! categories have been seeded as an ite! attribute in pricing attributes and can be used for defining price lists lines and !odifier lines On the Price 'ist and Modifier for!s, the ite! categories are select in the product attribute field "he value set for the ite! category attributes uses the ite! categories defined in Oracle &nventory Oracle Advanced Pricing uses only one fle1field structure (ou can setup !ultiple categories and !ultiple category sets "hese categories and category sets should be defined for the defaulted standard fle1field structure (ou can create other ite! categories in the product attributes ite! conte1t by creating a new attribute in the ite! conte1t and attaching a value set Perfor! this step if you have not installed and set up Oracle &nventory or perfor!ed a co!!on$applications setup for another Oracle product &f you do not plan on using Oracle category functionality for associated price or benefits, you can s)ip this step Step 12: Set -p 0n/entory Organi1ation Default: None, Required with defaults (ou !ust define at least one ite! validation organi7ation in Oracle &nventory "his is the organi7ation that ite!s are validated and viewed against when entering ite!s in the Price 'ist and Modifier 0etup for!s Perfor! this step if you have not installed and set up Oracle &nventory or perfor!ed a co!!on$applications setup Step 13: ,efine 0tem 0nformation Default: None, Optional Define the ite!s that you wish to price and discount and assign the! to the validation organi7ations defined in step 89 &f you want to define qualifier rules which include the seeded qualifiers 'ine :olu!e or 'ine ,eight you !ust set the volu!e or weight attributes of each ite! as this is used by attribute !apping to derive the transaction line, weight, or volu!e Perfor! this step if you have not installed and set up Oracle &nventory or perfor!ed this co!!on$applications setup for another Oracle product Step 14: Create 0tem 2elations3ips Default: None, Optional "his step is required if you wish to give ite! upgrade benefits (ou !ust define a Pro!otional -pgrade ite! relationship fro! the ordered ite! to the ite! you wish to give as an upgrade Define your ite! relationships for the ite! validation organi7ation 0etup 0teps 0et up pro!otional upgrade ite!s as follows: $ "he ordered ite! and the pro!otional ite! need to have the sa!e base unit of !easure and unit of !easure conversions $ "he !odifier unit of !easure and the pricing unit of !easure on the order line need to be the sa!e &f those entities are not the sa!e, the substitution can fail Step 1: ,efine Pricing 4oo5ups Default: 'oo)up type dependent, Optional 'oo)up codes supply !any of the lists of values in Oracle Advanced Pricing 'oo)up code values are the valid entries that appear in the list of values "hey si!plify infor!ation selection, and ensure that users enter only valid data into Oracle Advanced Pricing (ou can add new loo)up values at any ti!e (ou can set the .nable flag to No so that it will no longer appear in the list of values, or you can use start and end dates to control when a value will appear in a list Step 1$: ,efine Oracle Order Management 4oo5ups Default: 'oo)up type dependent, Optional /or a list of valid default values for these loo)ups please refer to Oracle Order Management Users Guide, 'oo)ups Appendi1 "he following table depicts loo)up types with their descriptions: 4oo5up "ype 4oo5up ,escription Define sales channel Required if you price, give benefits or charge by sales channel Define order categories Required if you price, give benefits or charge by order category Define line categories Required if you price, give benefits or charge by order line category 0etup 0teps Perfor! this step if you have not installed and set up Oracle Order Manage!ent or perfor!ed a co!!on$applications setup Step 1(: ,efine S3ipping 4oo5ups Default: 'oo)up type dependent,Optional Perfor! this step if you have not installed and set up Oracle Order Manage!ent or perfor!ed a co!!on$applications setup Step 1*: Set -p Customer Class and Profile Class Set -p Customer Class Default: None, Required if you price, give benefits or charge by custo!er class Do this step if you have not installed and set up Oracle Receivables or perfor!ed a co!!on$applications setup Set -p Profile Classes Default: None, Required if you price, give benefits or charge by custo!er account type Define order sources Required if you price, give benefits or charge by order line category Define ship!ent priorities, Required if you price, give benefits or charge by ship!ent Priority Define ship !ethods, Required if you price or give benefits, including upgrading shipping !ethod or charge by ship!ent !ethod 4oo5up "ype 4oo5up ,escription 0etup 0teps Perfor! this step if you have not installed and set up Oracle Receivables or perfor!ed a co!!on$applications setup Step 1+: ,efine Customers and Customer Sites Default: None, Required if you price, give benefits or charge by custo!er Perfor! this step if you have not installed and set up Oracle Receivables or perfor!ed a co!!on$applications setup ,efine Customer Sites Default: None, Required if you price, give benefits or charge by custo!er site Perfor! this step if you have not installed and set up Oracle Receivables or perfor!ed a co!!on$applications setup Step 2.: ,efine Order "ype Default: None, Required if you price, give benefits or charge by order type Perfor! this step if you have not installed and set up Oracle Order Manage!ent or perfor!ed a co!!on$applications setup Step 21: ,efine 4ine "ype Default: None, Required if you price, give benefits, or charge by order line type 0etup 0teps: Perfor! this step if you have not installed and set up Oracle Order Manage!ent or perfor!ed a co!!on$applications setup Step 22: ,efine 6reig3t "erms Default: None, Required if you price, give benefits, including upgrading freight ter!s, or charge by freight ter!s Perfor! this step if you have not installed and set up Oracle Order Manage!ent or perfor!ed a co!!on$applications setup Step 23: ,efine 6reig3t Cost "ype Default: None, Required if you price, give benefits or calculate charges using freight cost types Perfor! this step if you have not installed and set up Oracle Receivables or perfor!ed a co!!on$applications setup Step 24: ,efine Payment "erms Default: None, "his step is required if you price, give benefits, or charge by pay!ent ter!s Perfor! this step if you have not installed and set up Oracle Receivables or perfor!ed a co!!on$applications setup Step 2: #na'le Currencies Default: All !a6or currencies predefined with Oracle Applications, Optional "he syste! ad!inistrator perfor!s this step "he codes are &0O standard codes for currencies (ou !ust enable the specific currencies you want to use on your price and !odifier lists Perfor! this step if you have not installed and set up Oracle ;eneral 'edger or perfor!ed a co!!on$applications setup Step 2$: Perform System Sourcing Default: Predefined Oracle Advanced Pricing record "his step is required if: $ (our pricing data application source is anything other than Oracle Advanced Pricing $ (ou are integrating Oracle Advanced Pricing with an application other than Oracle Order Manage!ent "he pricing engine uses request types to deter!ine the source of pricing data to be used when pricing a particular transaction Request type is used to identify the type of transaction being priced ,henever the pricing engine prices a request, the request !ust be sta!ped with the request type so the pricing engine can identify the type of transaction "he source syste! is recorded on all price and !odifier lists and is used to identify which application created this pricing data Step 2(:Create #/ents and P3ases Default: 0eeded Oracle Advanced Pricing phases "his step is required if you !ust create additional pricing phases or change the seeded pricing phases &f your business !anages pricing requires certain types of benefits at a particular point or event in the transaction process flow, perfor! this step Step 2*: Set Profile Options Required During i!ple!entation, you set a value for each user profile option to specify how Oracle Advanced Pricing controls access to and processes data Warning: %hanging the syste! source code can severely affect pricing engine behavior 0etup 0teps "he syste! ad!inistrator sets and updates profile values