Oracle Advanced Pricing (Creating a discount modifier using qualifiers)

Practice - Creating a Discount Modifier Using Qualifiers
Overview
In this practice, you will learn how to create a discount modifier to apply a 5% discount.
You will then create a sales order and see the discount applied automatically.
Creating a Discount Modifier
Responsibility = Oracle Management Super User, Vision Operations
QP: Allow Buckets For Manual Modifiers
Default Value: No
This profile option enables you to define buckets for manual line or group of line level modifiers.
Yes: Enables you to define buckets for manual line or group of line level modifiers.
No: You cannot define buckets for manual line or group of line level modifiers.
1. Navigate to the Define Modifier window.
2. (T) Main:
Modifier Type = Discount List
Number = SH-Discount 1
Active = Deselected (to start)
Automatic = Selected
Name = SH-Discount 1
Version =1
Start Date = Today’s date
Description = 4

3. (B) List Qualifiers. Enter the following qualifiers:
Qualifier Context Qualifier Attribute Operator Value From
Customer Customer Name = Global Communications
Modifier List Price List = SH-Price List 4

4. (B) OK.
This action applies the qualifier to the modifier and modifier lines defined in the Modifiers Summary tab.
5. (T) Modifiers Summary tab:
Modifier
Number
Modifier
Level
Modifier
Type
Start/ Finish
Dates
Pricing Phase Incompatibility
Level
Bucket
1 Line Discount Optional 10 – List Line
Adjustment
(blank) 1
6. (T) Discounts/Charges:
Application Method = Percent
Value = 5
7. A discount of 5% will be applied for all products ordered, but only when:

 Customer is Global Communications, and
 Price list for the order is SH-Price List 4
8. Return to the header of the modifier and select the Active check box.
9. (I) Save.
Creating a Sales Order Using a Discount Modifier
Responsibility = Order Management Super User, Vision Operations
10. Navigate to the Sales Orders window.
 (N) Orders, Returns > Sales Orders
11. (T) Order Information, (T) Main:
Customer = Global Communications. Required sales order header information defaults from your customer
setup.
Order Type = Mixed
Price List = SH-Price List 4

12. (T) Line Items:
Ordered Item = DD-00010-0040-01
Qty = 10

13. (I) Save. Note the order number 66399.
14. (B) Actions > View Adjustments.
15. (T) Adjustments. Note that the 5% modifier discount has been applied.
Manual Apply

Oracle Advanced Pricing (Creating a discount modifier using qualifiers)

Copyright © 2007, Oracle. All rights reserved.
Freight and Special Charge List Modifier
Add freight charges that are applied to the sales order total
Order Total > $500
10%
Freight
Charge
Order Total < $500
20%
Freight
Charge

Practice - Creating a Freight and Special Charge List Modifier
Overview
In this practice, you create a Freight and Special Charge List modifier using formulas, modifiers, and qualifiers.
In this exercise you will define:
 Two Special Charge Formulas
 A Modifier List with four line modifiers that determine how to use the formulas
 List and line qualifiers to determine eligibility
Note:For freight charge modifiers, you can apply freight charges corresponding to ONLY ONE Charge name (such
as "Freight Costs") even if severalcharge names qualify.
Assumptions
 Oracle Order Management Super User responsibility
 You must have access to an Oracle Application Vision database or comparable training or test instance
at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this practice. If you are running
Basic Pricing, the pricing system software components restrict exposure of advanced features in the pricing windows.
Therefore,the screenshots may differ from the pricing windows in the Oracle Application Vision database or
comparable training or test instance you use at your site to complete this practice.
Defining the First Formula
Responsibility = Oracle Order Management Super User, Vision Operations (USA)
1. Navigate to the Pricing Formulas window.
 (N) Pricing > Pricing Formulas > Formulas Setup
2. Enter the following:
Name = SH-Freight
Description = Dollar Amount x Constant .01
Formula = 1*2
Formula Type Pricing Attribute Context Pricing Attribute Component Step
Pricing Attribute Volume Item Amount N/A 1
Numeric Constant N/A N/A .01 2

3. (I) Save.
Defining the Second Formula
4. Enter the next formula
Name = SH-Handling
Description = Item Quantity x Constant .05
Formula = 1*2
5. Formula Lines region:
Formula Type Pricing Attribute Context Pricing Attribute Component Step
Pricing Attribute Volume Item Quantity N/A 1
Numeric Constant N/A N/A .05 2
6. (I) Save.
7. Run Build Formula Package
8. Build Attribute Mapping Rules

Defining a Freight and Special Charge List Modifier
Note:For freight charge modifiers, you can apply freight charges of one Charge Name (such as "Freight Costs") only
once even if more number of charges qualifies.
7. Navigate to the Define Modifier window.
 (N) Pricing > Modifiers > Modifier Setup
8. (T) Main. Enter the following:
Type = Freight and Special charge List
Number = SH-Freight and Handling
Active = Deselected (to start)
Automatic = Selected
Name = SH-Freight and Handling
Version = 1
Start Date = Default
Currency =Defaults
Description = Enter a meaningful description
9. (B) List Qualifiers.
Grouping Number Qualifier Context Qualifier Attribute Precedence Operator Value From
1 Modifier List Price List Defaults = SH-Price List 1
1 Order Order Type Defaults = Mixed

10. (B) OK.
11. (T) Main, (T) Modifiers Summary.
Modifier Number Level Modifier Type Start/End Dates Automatic Pricing Phase Bucket
Freight1 Line Freight/Special Charge Optional Selected 50 (Line Charges) 1
12. (T) Discounts/Charges.
Charge Name Formula Application Method Value
Freight Costs SH-Freight Lumpsum (blank)
13. (B) Line Qualifiers:
Grouping
Number
Qualifier Context Qualifier Attribute Precedence Operator Value From Value
To
1 Volume Order Amount Defaults BETWEEN 0 10000

14. (B) OK.
15. (T) Modifiers Summary to create a new modifier line:
Modifier Number Level Modifier Type Start/End
Dates
Automatic Pricing Phase Bucket
Freight2 Order Freight/Special Charge Optional Selected 70 (Charges:
Header/All Lines)
(Blank)
Charge Name Application Method Value
Freight Costs Lumpsum 100
17. (B) Line Qualifier.
Grouping
Number
Qualifier
Context
Qualifier
Attribute Precedence Operator
Value
From
Value
To

18. (B) OK.
19. (T) Modifiers Summary. Create a new modifier line
Modifier Number Level Modifier Type Start/End Dates Automatic Pricing Phase Bucket
Handling1 Line Freight/Special Charge Optional Selected 50 (Line Charges) 1
Charge Name Formula Application Method Value
Handling Costs SH-Handling Lumpsum Blank
21. (B) Line Qualifier and create a Line Level Qualifier.
Grouping Number Qualifier Context Qualifier
Attribute
Precedence Operator Value From Value To
1 Volume Order Amount Defaults BETWEEN 0 10000.99

22. (B) OK.
23. (T) Modifiers Summary. Create a new modifier line:
Modifier
Number
Level Modifier Type Start/End Dates Automatic Pricing Phase Bucket
Handling2 Order Freight/Special Charge Optional Selected 70 (Charges: Header/All
Lines)
(blank)
Charge Name Application Method Value
Handling Costs Lumpsum 50
25. (B) Line Qualifier. Create a Line Level Qualifier:
Grouping
Number
Qualifier
Context
Qualifier
Attribute Precedence
Operator Value
From
Value To

26. (B) OK.
27. (T) Main tab.
28. Select the Active check box.
29. (I) Save your work.
Creating a Sales Order Using the Freight and Special Charge Modifier
Responsibility = Oracle Order Management Super User, Vision Operations (USA)
30. Navigate to the Sales Orders window.
 (N) Orders, Returns > Sales Orders
31. (T) Order Information, (T) Main
Customer = XX-Big City Electronics
Order Type = Mixed
Required Header information defaults from your customer setup
Price List = XX-Price List 1

32. (T) Line Items
Ordered Item = DD-00010-0040-01
Quantity =10
33. (I) Save your work and note the order number 66402.
34. (B) Actions > Charges and Freight Costs to view your charges.

35. Close the window.
36. (T) Order Information.
37. (B) Actions > Charges.
38. Close the Charges window.
39. Increase the quantity ordered (such as quantity 20) of the order line so that the ordered amount exceeds $1,000.
40. (I) Save.
41. (B) Actions > Charges and Freight Costs. There should be no changes provided that the Order Total is above $1,000.

42. Close the window.
43. (T) Order Information tab.
44. (B) Actions > Charges.
There should be a line for Freight Costs of $750 and a line for Handling Costs of $100 (provided the Order Total is
greater than $1,000).
45. Save your work.

Discount Per Item And Quantity
For any 10 compact discs purchased by Jan 2016, the customer receives two Currency Discount
1. Create a modifier.
Modifier Type: Discount
Modifier Level: Line
End Date: 31 Jan 2016
Product Attribute: Item Number
Product Attribute Value: DD-00010-0040-01
Volume Type: Item Quantity
Break Type: Recurring
Value From: 10

Application Method: Lumpsum
Value: 2
Test Scenario

Explain New Selling Price
Quantity List Price Extended
Amount
Lump sum NEW Selling Price
100 20 2000 (100/10)=10 ---- (10*2)=20 (2000-20)/100=19.8
Line 2

Quantity List Price Extended Amount Lump sum NEW Selling Price
20 25 500 (20/5)=4---(4*2)=8 (500-8)/20=24.6

Discount for Third Unit
Customers who buy two bottles of shampoo receive one Currency unit off of the third bottle of
shampoo.
Modifier Type: Discount
Modifier Level: Line
Product Attribute: Item Number
Product Attribute Value: DD-00030-0110-01
Volume Type: Item Quantity
Break Type: Recurring
UOM: Each
Value From: 3
Application Method: Lumpsum
Value: 1
Test Scenario

Quantity List Price Extended Amount Lump sum NEW Selling Price
100 30 3000 (100/3)=33---(33*1)=33 (3000-33)/100=29.67

Price Discounts for Customers Based on Volume of an Item on a Sales Order
How does one setup to price discounts for customers based on volume on an order?
For example.
Volume From Volume To Application Method Value
0 5 Percent 1
5 10 Percent 2
10 Percent 3
Modifier Type: Discount List
Modifier Number: SH Break
Selectthe Modifiers Summary tab.
Modifier Level: Group of Lines
Modifier Type : Price Break Header
Select Automatic to have the modifier applied automatically by the pricing engine.
Complete the following entries:
-- Pricing Phase: All Lines Adjustment
-- Bucket: (optional)
-- Break Type: Point
-- Volume Type=item quantity
-- Product Attribute = item number
-- Product Attribute Value = SH A

Select the Price Breaks tab.
Adjustment type: Discount
click on define details (button) and entered asfollows:
Volume From Volume To Application Method Value
0 5 Percent 1
5 10 Percent 2
10 Percent 3

Run QP: Maintains the denormalized data in QP Qualifiers
Responsibility = Oracle Pricing Manager
Navigate to: Reports
Select 'single request' then 'OK'
Name: QP: Maintains the denormalized data in QP Qualifiers
Parameters:
Enter the list header id (low) by selecting the lowest value from the LOV (list of values).
This is the first value listed.
Enter the list header id (high) by selecting the lowest value from the LOV (list of values).
Click OK
Submit Request by clicking on the Submit button.

Defining Price List For Item SH A OR Put Item In Existing Price List

Test Scenario
Create a newsales order For Customer Elshayeb Cust
Enter Order Line
Unit SellingPrice = 100

Save
ReviewUnitSellingPrice =98
To ViewModifierApplied clickonAction(button) andSelectView Adjustments

Because We Choose Group Line In The Modifier Line Level
If We Add Another Line The Price Breaks Is applied For All Lines
Save

Save
Book Order And Complete Your Cycle
Scenario Is Done ‫هلل‬ ‫الحمد‬

Oracle Advanced Pricing (Creating a discount modifier using qualifiers)

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