Qualifiers and Qualifier Groups ...
Qualifiers and Qualifier GroupsSystem ReferencesNoneDistributionOracle Advanced PricingJob Title*OwnershipThe Job Title [l...
Qualifiers and Qualifier Groups Copyright © Oracle, 2007. All rights reserved.Qualifiers ...
Objectives Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups ...
Objectives Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups ...
Overview of QualifiersOverview of Qualifiers • Qualifier Contexts: Flattened hierarchies where similar qualifying attribu...
Overview of Qualifiers Copyright © Oracle, 2007. All rights reserved.Qualifiers and Quali...
Creating Qualifiers for Price Lists or Modifiers Copyright © Oracle, 2007. All rights res...
Creating List Qualifiers in Creation Flow (HTML UI)Creating List Qualifiers in Creation Flow (HTML UI) This diagram shows ...
Creating Line Qualifiers in Creation Flow (HTML UI)Creating Line Qualifiers in Creation Flow (HTML UI) The modifier line c...
Typical Qualifier Setup (HTML UI)Typical Qualifier Setup (HTML UI) A qualifier consists of one or more qualifier condition...
Qualifier TerminologyQualifier Terminology • Attribute: Specific attributes that assist Oracle Advanced Pricing with limi...
Example of Qualifier HierarchyExample of Qualifier Hierarchy You can set up hierarchies using qualifier contexts and attri...
Qualifiers (HTML UI)Qualifiers (HTML UI) If ALL the qualifier conditions are met within the qualifier, then the qualifier ...
Unique Qualifiers (HTML UI)Unique Qualifiers (HTML UI) Multiple conditions within the same qualifier (each unique qualifie...
Common Qualifiers (HTML UI)Common Qualifiers (HTML UI) A Common qualifier enables you to make a qualifier a mandatory cond...
Applies To Party Hierarchy check boxApplies to Party Hierarchy check box The Applies to Party Hierarchy check box is enabl...
Creating Qualifier GroupsCreating Qualifier Groups When a qualifier group is attached to a price list or modifier, all the...
Forms UI: Qualifier Grouping NumberForms UI: Qualifiers Grouping Number Order Management Super User Responsibility (N) Pri...
• Generate Unique Grouping Numbers Across Qualifier Groups: The process maintains the AND and OR combinations within ...
Appending Qualifier GroupsAppending Qualifier Groups When a qualifier group is appended to a modifier or price list, all t...
Qualifier Grouping Number (Forms UI) Copyright © Oracle, 2007. All rights reserved.Qualif...
Selected Qualifier GroupsSelected Qualifier Groups The grouping numbers within group G1, for example, create the qualifica...
Appending Qualifier Groups (Forms UI)Appending Qualifier Groups (Forms UI) Order Management Super User, Vision Operations ...
Retaining Grouping Numbers Across Qualifier GroupsRetaining Grouping Numbers Across Qualifier Groups This table shows the ...
Generating Unique Grouping Numbers Across Qualifier GroupsGenerating Unique Grouping Numbers Across Qualifier Groups This ...
Summary Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups ...
of 27

Pricing Useful materials

Published on: Mar 4, 2016
Published in: Education      
Source: www.slideshare.net


Transcripts - Pricing Useful materials

  • 1. Qualifiers and Qualifier Groups Overview Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 1 of 27 Rev 1
  • 2. Qualifiers and Qualifier GroupsSystem ReferencesNoneDistributionOracle Advanced PricingJob Title*OwnershipThe Job Title [list@YourCompany.com?Subject=EDUxxxxx] is responsible for ensuring thatthis document is necessary and that it reflects actual practice. Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 2 of 27 Rev 1
  • 3. Qualifiers and Qualifier Groups Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 3 of 27 Rev 1
  • 4. Objectives Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 4 of 27 Rev 1
  • 5. Objectives Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 5 of 27 Rev 1
  • 6. Overview of QualifiersOverview of Qualifiers • Qualifier Contexts: Flattened hierarchies where similar qualifying attributes can be grouped into logical categories. The specificity is indicated by precedence. • Qualifiers: Specific attributes that assist Oracle Advanced Pricing with defining the who for benefit or price eligibility. • Qualifier Value: Value you chose to associate with a qualifier attribute. Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 6 of 27 Rev 1
  • 7. Overview of Qualifiers Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 7 of 27 Rev 1
  • 8. Creating Qualifiers for Price Lists or Modifiers Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 8 of 27 Rev 1
  • 9. Creating List Qualifiers in Creation Flow (HTML UI)Creating List Qualifiers in Creation Flow (HTML UI) This diagram shows where you can add qualifiers in the guided steps for creating a price list or modifier list in the HTML UI: 1. In the first step, enter the general information for the list such as the name, currency, and description. 2. In the second step, assign the list qualifiers by attaching an existing qualifier group, or creating new qualifiers. 3. In the last step, review the list details before saving and creating the list lines. Using the guided flow model, you can identify the stage you are in the creation flow. Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 9 of 27 Rev 1
  • 10. Creating Line Qualifiers in Creation Flow (HTML UI)Creating Line Qualifiers in Creation Flow (HTML UI) The modifier line create flow consists of the following guided steps: 1. Controls page: On this page, you will define pricing parameters such as when the pricing adjustment/benefit will be applied (pricing phase and incompatibility group), how to apply the adjustment (automatic and override flag), and calculation parameters (pricing bucket). 2. The next step is the Product and Benefit pages. Depending on the modifier line type, these pages may be on a single page or two separate pages. On the Product page, you can define what product can receive the benefit. You can further specify any pricing attributes or volume requirements (if applicable) for your product. 3. The next step is to define the benefit. This may be the discount or surcharge adjustment, free good products, or price break. 4. After defining the benefit, you can either add line qualifiers to the modifier by assigning existing qualifier groups or add qualifiers. 5. On the last page of the flow, review all your setup before saving the line. Note: You can also add, update, or delete qualifiers for an existing modifier line. Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 10 of 27 Rev 1
  • 11. Typical Qualifier Setup (HTML UI)Typical Qualifier Setup (HTML UI) A qualifier consists of one or more qualifier conditions that are joined together by AND conditions. Multiple qualifiers created for the same modifier or price list are joined by OR conditions. For example (see slide), a customer qualifies for the list or line, only if the customer name is Business World, Order type is Standard, and the order amount is between 1,000-15,000 OR the customer name is Business World and the price list is Corporate. Common Qualifier A Common qualifier contains mandatory conditions that must be met first before the other qualifier conditions are considered. You can define a common qualifier by selecting this is a common qualifier check box on the Create or Update Qualifier pages. Note: In the forms UI, the common qualifier is identified with a grouping number of -1. Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 11 of 27 Rev 1
  • 12. Qualifier TerminologyQualifier Terminology • Attribute: Specific attributes that assist Oracle Advanced Pricing with limiting the who for benefit or price eligibility. • Context: Flattened hierarchies where similar qualifying attributes can be grouped into logical categories. The specificity is indicated by precedence. • Value: Value you chose to define for a qualifier attribute. Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 12 of 27 Rev 1
  • 13. Example of Qualifier HierarchyExample of Qualifier Hierarchy You can set up hierarchies using qualifier contexts and attributes. The following table illustrates a hierarchy with different levels of qualifier attributes. For example, you could create a qualifier context of Geography and define additional attributes such as State and Territory. Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 13 of 27 Rev 1
  • 14. Qualifiers (HTML UI)Qualifiers (HTML UI) If ALL the qualifier conditions are met within the qualifier, then the qualifier evaluates as true, and the modifier or price list can be applied. Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 14 of 27 Rev 1
  • 15. Unique Qualifiers (HTML UI)Unique Qualifiers (HTML UI) Multiple conditions within the same qualifier (each unique qualifier) are joined to each other by AND. Multiple unique qualifiers are joined by OR conditions. Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 15 of 27 Rev 1
  • 16. Common Qualifiers (HTML UI)Common Qualifiers (HTML UI) A Common qualifier enables you to make a qualifier a mandatory condition across all qualifiers for a price list or modifier. For example, suppose you wanted to give a 10% discount with the following qualifying conditions. • Qualifier 1: Customer is Preferred status or • Qualifier 2: Customers must order more than $150 from your web site. So far the customer can receive the discount if their status is Preferred OR if they order more than $150 from your web site. However, suppose you wanted to make a mandatory condition that the customer must pay by Credit Card. To do this, you must set up a Common Qualifier where the payment method = Credit Card. • Common Qualifier: Payment method is Credit Card This makes it a mandatory condition across all qualifiers. This means that either Qualifier 1 OR Qualifier 2 could qualify but regardless, the payment method must be Credit Card. Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 16 of 27 Rev 1
  • 17. Applies To Party Hierarchy check boxApplies to Party Hierarchy check box The Applies to Party Hierarchy check box is enabled only for attributes that are based on Oracle TCA (Trading Community Architecture) Parties and if the Party Hierarchy Enabled check box has been selected for this attribute on attribute management setups. See the Oracle Advanced Pricing Implementation Manual for more details. Hierarchies consist of tiered relationships where one party is ranked above another; for example, a corporate hierarchy where different companies are related as parent, subsidiary, headquarters, division and so on. If Applies To Party is selected, then the modifier adjustment or price list (depending on what the qualifier is set up for) would be available to the parent party specified in the Attribute Value field and its subsidiaries. This saves you time from creating multiple qualifiers, one for each subsidiary or division. Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 17 of 27 Rev 1
  • 18. Creating Qualifier GroupsCreating Qualifier Groups When a qualifier group is attached to a price list or modifier, all the qualifiers in the qualifier group are assigned to the modifier or price list. Note: You can create qualifier groups only in the Forms-based UI. Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 18 of 27 Rev 1
  • 19. Forms UI: Qualifier Grouping NumberForms UI: Qualifiers Grouping Number Order Management Super User Responsibility (N) Pricing > Price Lists > Price List Setup (T) Qualifiers (B) Copy Group When you attach qualifier groups, you are attaching all of the qualifiers in the qualifier group. The qualifier grouping number is important when you attach multiple qualifiers because it indicates to the pricing engine how to evaluate the qualifiers: • Qualifiers with the same grouping number are evaluated as a boolean AND condition (an entity must meet all of the conditions to qualify). • Qualifiers with different grouping numbers are evaluated as a boolean OR condition (an entity must meet one of the conditions to qualify). Before you attach multiple qualifier groups, you must indicate how the process should coordinate the grouping numbers. You select one of the following grouping number options: • Retain Grouping Numbers Across Qualifier Groups: The grouping numbers of each attached qualifier remains as it appears in its qualifier group. In this case, the collection of attached qualifiers does not mirror the AND and OR combinations within each of the original qualifier groups. Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 19 of 27 Rev 1
  • 20. • Generate Unique Grouping Numbers Across Qualifier Groups: The process maintains the AND and OR combinations within each of the original qualifier groups and then create OR conditions between the groups. It attaches the first qualifier group with grouping numbers as is, then finds the highest grouping number used, increases it by one, and increases all of the grouping numbers of the second group by this number. It attaches subsequent groups in the same manner, using the highest grouping number used by the just previously attached group. • Both: If you attach qualifiers using one option and then re-access the window and attach additional qualifiers using the other option, the second round qualifiers attach differently depending on the option. If the second round option is Retain Grouping Numbers Across Qualifier Groups, the process attaches those qualifiers among the already existing qualifiers. If the second round option is Generate Unique Grouping Numbers Across Qualifier Groups, the process begins attaching groups using grouping numbers incremented from the highest existing grouping number. Refer to Practice - Create a Qualifier Group [LAB30FDY] Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 20 of 27 Rev 1
  • 21. Appending Qualifier GroupsAppending Qualifier Groups When a qualifier group is appended to a modifier or price list, all the qualifiers in the qualifier group are attached to the modifier or price list. You can append but not create a qualifier group in the HTML UI. You must use the Forms UI to create qualifier groups. Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 21 of 27 Rev 1
  • 22. Qualifier Grouping Number (Forms UI) Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 22 of 27 Rev 1
  • 23. Selected Qualifier GroupsSelected Qualifier Groups The grouping numbers within group G1, for example, create the qualification that the entity qualifies if it meets condition Q1 OR (condition Q2 AND condition Q3) OR condition Q4. Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 23 of 27 Rev 1
  • 24. Appending Qualifier Groups (Forms UI)Appending Qualifier Groups (Forms UI) Order Management Super User, Vision Operations Responsibility (N) Pricing > Price Lists > Price List Setup (T) Qualifiers (B) Copy Group 1. Select Copy Group to display the Qualifier Groups window. 2. Select the qualifier groups that you want to attach. All the qualifiers that are associated with the group will appear in the Qualifiers tabbed region. 3. Select one of the grouping options (Retain Grouping Numbers Across Qualifier Groups or Generate Unique Grouping Numbers Across Qualifier Groups). 4. After selecting the qualifier groups that you want, attend to the grouping numbers to verify that the window displays the correct combination of AND and OR conditions. Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 24 of 27 Rev 1
  • 25. Retaining Grouping Numbers Across Qualifier GroupsRetaining Grouping Numbers Across Qualifier Groups This table shows the results of combining the sample qualifier groups using the option Retain Grouping Numbers Across Qualifier Groups. The table emphasizes the combination of qualifiers from different qualifier groups into the same qualifier grouping number. Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 25 of 27 Rev 1
  • 26. Generating Unique Grouping Numbers Across Qualifier GroupsGenerating Unique Grouping Numbers Across Qualifier Groups This table shows the results of combining the sample qualifier groups using the option Generate Unique Grouping Numbers Across Qualifier Groups. The table emphasizes the preservation of each qualifier group with recalculation of qualifier grouping numbers. Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 26 of 27 Rev 1
  • 27. Summary Copyright © Oracle, 2007. All rights reserved.Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.docEffective 07/13/07 Page 27 of 27 Rev 1