Setup Steps

Step 1: Perform System Administration Steps

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