Oracle OM Student guide2

8/10/2019 Oracle OM Student guide2

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Copyright Oracle, 2007. All rights reserved.

Basic Pricing SetupChapter 8 - Page 56

Add Items to Price List

Add Items to Price List (cont.)Order Management Super User, Vision Operations (USA)(N) Pricing > Price Lists > Add Items to Price ListYou can use the Add Items to Price List program to add Product Lines to existing price lists.When new product lines are added to your inventory, assign unique Categories to them, so thatyou can add them to your existing price lists using the Add Items feature by Item Category.If you are in an industry where your selling prices are set at a given Percent over cost, add youritems at cost with a Future Effective Start date; then use the Adjust Price List program tomarkup the new items.

Note that the Add Items to Price List program does not overwrite any list lines that have thesame Item Number and Unit of Measure as the Inventory Item Number and its Primary unit ofmeasure. This means that you cannot accidentally overwrite current valid values.


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Practice - Adding an Item Category to a Price List

Overview

In this practice, you will learn how to add an item category to a price list.

Assumptions

Oracle Management Super User, Vision Operations responsibility

Prior practices are completed. Practices build on earlier exercises.

You must have access to an Oracle Application Vision database or comparable trainingor 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 restrictexposure of advanced features in the pricing windows. Therefore, the screenshots may differfrom the pricing windows in the Oracle Application Vision database or comparable trainingor test instance you use at your site to complete this practice.

Tasks

Creating a Price List

1. Navigate to the Price Lists window.

2. Enter the following information in the price list header using (all remaining informationdefaults in):

Name = XX-Price List 3 Active = Selected Description = Accessories Price List Round To = -2 (defaults from multicurrency list) Effective Date = Todays Date

3. Save your work.

Adding an Item Category to a Price List

4. Navigate to the Add Items to Price List window.

5. Complete the following entries: Price List = XX-Price List 3 Item Category Set = Inv.Items Item Category = MISC.ACCESSORY Item Status = Active


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6. Select the Set List Price Equal to Cost From check box.

7. Select Seattle Manufacturing in the Inventory Organization field.

8. Click Submit and record the Request ID.

9. Review the status of the request you submitted. The concurrent request should readCompleted, Normal.

10. Navigate to your price list XX-Price List 3 to verify that many items have been added toyour price list, including the item cost from M1 inventory organization.


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Solution - Adding an Item Category to a Price List

Creating a Price List

Responsibility = Oracle Management Super User, Vision Operations

1. Navigate to the Price Lists window.

(N) Pricing > Price Lists > Price List Setup

2. Enter the following information in the price list header using (all remaining informationdefaults in):

Name = XX-Price List 3 Description = Accessories price list. Round To = -2 (defaults from multicurrency list) Effective Date = Todays Date

3. (I) Save.

Adding an Item Category to a Price List

4. Navigate to the Add Items to Price List window.

(N) Pricing > Price Lists > Add Items to Price List


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5. Enter the following data: Price List = XX-Price List 3 Item Category Set = Inv.Items Item Category = MISC.ACCESSORY Item Status = Active Set List Price Equal to Cost From check box = Selected Inventory Organization = Seattle Manufacturing

6. (B) Submit.

7. Record the Request ID number: __________.

8. Review the request status to ensure the concurrent request completed successfully.

(M) View > Requests9. Find your price list XX-Price List 3.

(N) Pricing > Price Lists > Price List Setup

(I) Find > XX-Price List 3

10. Verify that many items have been added to your price list, including the item cost from M1inventory organization.


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Overview of Modifiers

Overview of ModifiersUse modifiers to adjust the list price. Select from the following modifier types in basic pricing:Discounts, Surcharges, Point Price Breaks, Freight and Special Charges.

Create Order Level Modifiers to apply modifier to all order lines. Create Line Level Modifiers to apply modifier to only the current line.

Using qualifiers with modifier lists can improve processing time because the pricing engineselects only those modifiers that are applicable to the current pricing request. By creatingqualifiers for your modifier list and lines, you can create rules that will be automaticallyapplied by the pricing engine.From the order or order line you can use the Action View Adjustments to see the details ofmodifiers that were applied automatically by the pricing engine or to apply manual discounts.Also, if the modifier is overridable, you can use this window to enter new values or overridethe pre-defined values.


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Creating Modifier Lists

Creating Modifier ListsHeader level details such as currency are applied to the modifier lines.


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Creating Modifier Lists

Creating Modifier Lists (cont.)Order Management Super User, Vision Operations (USA)(N ) Pricing > Modifiers > Modifier SetupThe Modifier Type restricts the kinds of lines that can be attached. Basic Pricing supports threetypes of Modifier Lists:

Discounts create a negative price adjustment. Surcharges create a positive price adjustment. Freight and Special Charges (including Handling charges) create a charge amount.

Elements within the Modifier List window:

The Active check box allows the modifier list to be evaluated by the pricing engine. The Start and End Dates define when the modifier list is effective. The currency on the modifier list must match the currency on the pricing request. Use a combination of qualifiers to establish pricing rules that will be respected by the

pricing engine. Modifiers can remain price list independent or you can use your price lists as qualifiers.


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Adding Modifier Lines

Adding Modifier LinesYou can select a modifier line type to define the type of price adjustment, benefits, or freightand special charges that the pricing engine applies to pricing requests. The modifier list typeyou select when creating the modifier determines the modifier line types that you can use. Forexample, if you select the Freight and Special charge List as the Modifier List Type in theModifier List region, you can select only Freight/Special Charge at the modifier line level.


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Creating Modifiers Lines

Creating Modifier LinesOrder Management Super User, Vision Operations (USA)(N) Pricing > Modifiers > Modifier Setup (T) Modifier SummaryThe modifier number is a unique alphanumeric number that identifies a modifier list. Levelsfor modifier lines:

If you create an Order Level modifier, the adjustment will be applicable to all lines on theorder. A Freight Charge is applied only once to the Order Header.

Line Level modifiers adjust only the pricing requests line.Types of modifier lines:

Define Discounts to decrease the price list price. Define Surcharges to increase the order price. Create Freight and Special Handling charges to meet your business requirements. Price Breaks can either be discounts or surcharges. You can create price breaks based on

order quantity or amount.Elements when defining a modifier line:


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The pricing engine uses the Start and End Dates to establish effective dates for themodifier line.

The Print on Invoice feature is controlled by a profile option: OM: Show Discount Detailson Invoice. If it is selected the discounts will print on your invoices. Otherwise, the netamount is passed to Receivables.

Select the Automatic check box if you want the pricing engine to apply the modifier to allqualified orders and order lines.

To create Manual discounts, deselect the Automatic check box.You can use the Action >View Adjustments in the Sales Orders window to apply manual modifiers.

To avoid changing the Selling Price calculated by the pricing engine, deselect theOverride check box.

Some businesses have such a flexible selling price where they need to overwrite thecalculated price with a new price. To do this, create a modifier line and deselect theAutomatic check box and select the Override check box. Optionally, restrict the modifierto a specific Item number or item category by using the Product Attribute.

If multiple discounts are eligible to be applied, then the pricing engine applies the modifier that

gives the lowest price to the customer (incompatibility resolution using best price rather than precedence).View your Discounts and Surcharges from the Sales Orders Action View Adjustmentsmenu. View your Freight and Special Handling charges from the Action Charges menu.


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Modifier Line Examples

Modifier Line ExamplesYou can create the following pricing modifier line types in Basic Pricing:

Discount: When the seller offers a discount on the list price of the item. The discount can be a percent, lump sum, amount, or new price.

Surcharge: The price of the item attracts an additional charge. As with discounts, thesurcharge can be a percent, lump sum, amount, or new price.

Freight and Special Charges: These are charges applicable during the shipping of items. Price Breaks: Price Break modifiers are applied only at the line level. In this type of

modifier, when the quantity or amount falls within a particular price bracket, thecorresponding price is applied.


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Modifier Types

Modifier TypesThe table shows modifier list types and the line types that can be associated with each modifierlist type: discounts, surcharges, and freight and special charges. The check mark ( ) indicatesthat the line modifier is available for the list modifier. The ( ) indicates that the line modifier isnot available for the list modifier.


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Discount Modifier

Discount ModifierA discount can be a percentage of a basic value. For example, a corporate customer can beoffered a 15 percent discount. A discount can also be for a fixed amount. For example, adiscount of $10 can be offered to a customer who spends more than $300.Scenario 1If a customer is either a preferred customer or a customer who spends more than $150, theyreceive 10 percent off the order.Scenario 2For any 10 compact discs purchased by April 2000, the customer receives $2 off.


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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.

Assumptions

You can navigate standard Oracle Applications.

You have basic knowledge of Oracle Order Management.


You have access to the Order Management Super User, Vision Operationsresponsibility.


Tasks

Creating a Discount Modifier


1. Navigate to the Define Modifier window.

2. Enter the following in the Main tab: Type = Discount List Number = XX-Discount 1 Active = Deselected (to start) Automatic = Selected Name = XX-Discount 1 Version =1 Start Date = Todays date Description = Enter a meaningful description


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3. Click the List Qualifiers button and create the following list qualifiers:

Qualifier Context Qualifier Attribute Operator Value From

Customer Customer Name = XX-Big City Electronics

Modifier List Price List = XX-Price List 2

4. In the Modifiers Summary tab:

ModifierNumber

ModifierLevel

ModifierType

Start/ FinishDates

PricingPhase

IncompatibilityLevel

Bucket

1 Line Discount Optional 10 (blank) 1

5. In the Discounts/Charges tab: Application Method =Percent Value = 5

6. You now have a discount of 5% for all products ordered, only when the following criteria ismet:

Customer is XX-Big City Electronics, and

Price list for the order is XX-Price List 2

7. Return to the modifier header and select the Active check box.

8. Save your work and close the window.

Creating a Sales Order Using a Discount Modifier

Responsibility = Order Management Super User, Vision Operations

9. Navigate to the Sales Orders window.

10. Enter the following data in the Order Information tab: Customer = XX-Big City Electronics. Required Header information defaults from

your customer setup. Order Type = Standard Price List = XX-Price List 2

11. In the Line Items tab: Ordered Item = XX-Palm Pilot Qty = 1

12. Save your work, and note the order number ____________.


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13. Select Actions > View Adjustments.

14. On the Adjustments tab note that the 5% discount modifier has been applied.


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Solution - Creating a Discount Modifier Using Qualifiers

Creating a Discount Modifier



2. (T) Main: Modifier Type = Discount List Number = XX-Discount 1 Active = Deselected (to start) Automatic = Selected Name = XX-Discount 1 Version =1 Start Date = Todays date Description = Enter a meaningful description


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3. (B) List Qualifiers. Enter the following qualifiers:

Qualifier Context Qualifier Attribute Operator Value From

Customer Customer Name = XX-Big City Electronics

Modifier List Price List = XX-Price List 2

4. (B) OK.

This action applies the qualifier to the modifier and modifier lines defined in the ModifiersSummary tab.

5. (T) Modifiers Summary tab:

ModifierNumber

ModifierLevel

ModifierType

Start/FinishDates

PricingPhase

IncompatibilityLevel

Bucket

1 Line Discount Optional 10 ListLineAdjustment

(blank) 1

6. (T) Discounts/Charges: Application Method = Percent Value = 5


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7. A discount of 5% will be applied for all products ordered, but only when:

Customer is XX-Big City Electronics, and

Price list for the order is XX-Price List 2

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


(N) Orders, Returns > Sales Orders

11. (T) Order Information, (T) Main: Customer = XX-Big City Electronics. Required sales order header information

defaults from your customer setup. Order Type = Standard Price List = XX-Price List 2


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12. (T) Line Items: Ordered Item = XX-Palm Pilot Qty = 1


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13. (I) Save. Note the order number ____________.

14. (B) Actions > View Adjustments.

15. (T) Adjustments. Note that the 5% modifier discount has been applied.


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Price Break Modifiers: Point Breaks

Price Break Modifiers: Point BreaksApplies a variable discount or surcharge price adjustment to a pricing request that meets thecondition of the specified price break. The example above displays the use of a point breakheader: Item A qualifies for a 10 percent discount because the total value of 150 falls betweenthe 100 to 200 price break bracket.


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Surcharge Modifier

Surcharge ModifierA Surcharge modifier increases the cost of an item, and can be applied using the followingapplication methods:

Percent Amount Lumpsum New Price

A surcharge can be used to apply taxes, handling charges, and other special costs in the price.Scenario 1

Customers in the National Accounts territory who spend less than $1000 per order receive a 2 percent surcharge.Scenario 2Any customer placing a rush order (delivery required within two days) has to pay a $50surcharge for special handling.


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Example of Qualifier Hierarchy

Example of Qualifier HierarchyQualifier attributes represent values that can be compared to values on your sales order. The

pricing engine evaluates these qualifier attributes to determine which modifier list and modifierlines should be applied to the order. Basic Pricing limits the seeded qualifier contexts for boththe modifier list and the modifier line.Qualifiers for Modifier Lists

Customer: - Customer Name- Bill to

- Ship to- Customer Class

Modifier List: Price ListQualifiers for Modifier Lines

Customer:- Agreement Name- Agreement Type


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Order:- Customer PO- Order Type

Note: When a qualifier has a grouping number 1, it implies that the qualifier will be taken asmandatory in comparison to other qualifiers.


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Using Qualifiers with Modifier Lists

Using Qualifiers with Modifier ListsCreate qualifiers to define eligibility rules for the modifier list or lines.

Qualifier Contexts: Flattened hierarchies where similar qualifying attributes can begrouped into logical categories. The specificity is indicated by precedence.

Qualifier Attributes: Specific attributes associated with a context that define eligibilitycriteria for a benefit or price. For example, the Customer context includes the followingattributes: Customer class (defined in RA customers); Site; and Customer Name.

Value From: Defines the specific value for the selected qualifier attribute. For example,for the qualifier attribute Customer Name, you could select the customer name XYZCorporation (the qualifier value).


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Freight and Special Charge List Modifier

Freight and Special Charge List ModifierUse this modifier to apply freight costs to the order total. For example, any customer who

places an order for less than $500 pays a freight charge of 20 percent of the order cost.


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Freight and Special Charge List Modifier

Freight and Special Charge List ModifierFreight and special charges are costs associated with the shipment of goods. You can useFreight and Special Charge List modifiers to apply different freight charges to an order or lineand thereby, increase the selling price. Additionally, you can enter the freight and shippingcosts in Shipping Execution and have the Freight and Special Charge List modifiers convertthem into charges in Order Management. The freight charge may be equal to the freight cost,or it could be the freight cost with a markup.


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Seeded Freight Charges


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Setting Up Freight and Special Charge List Modifiers

Setting Up Freight and Special Charge List ModifiersUsing Freight and Special Charge List modifiers, you can apply charges to sales orders eitherautomatically or manually. Here is an example of how to set up automatic order level chargesusing modifiers:

1. Select Freight and Special Charge List as the type of modifier.2. In the Modifier Summary tab, enter the modifier lines, specifying that the modifier is to be

applied at the order level.3. Set up header level qualifiers that will be applicable at the list level. You can define the

qualifier to accept only orders with Freight Terms of Prepay and Add.4. When you enter an order with Freight Terms of Prepay and Add, the charges are applied

to the order automatically and you can view them in the order window.Please note that this is only one example of a type of setup, various other ways of setting upFreight and Special Charges Modifiers are possible.


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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 ONLYONE Charge name (such as "Freight Costs") even if several charge names qualify.

Assumptions

Oracle Order Management Super User responsibility



Tasks

Defining the First Formula

1. Navigate to the Pricing Formulas window.

2. Enter the following: Name = XX-Freight Description = Dollar Amount x Constant .01 Formula = 1*2

Formula Type Pricing AttributeContext

PricingAttribute

Component Step

Pricing Attribute Volume Item Amount N/A 1

Numeric Constant N/A N/A .01 2

3. Save your work


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Define the Second Formula

4. Place your cursor on the Formula name field, clear the record, and enter the next formula: Name = XX-Handling Description = Item Quantity x Constant .05 Formula = 1*2


PricingAttribute

Component Step

Pricing Attribute Volume Item Quantity N/A 1


5. Save your work.

Defining a Freight and Special Charge Modifier List


7. In the Main tab enter the following List information: Type = Freight and Special charge List Number = XX-Freight and Handling Active = Deselected (to start) Automatic = Selected Name = XX-Freight and Handling Version = 1 Start Date = Default Currency =Defaults Description = Enter a meaningful description

8. Click List Qualifiers to add the following qualifier:

GroupingNumber

QualifierContext

QualifierAttribute

Precedence Operator Value From

1 Modifier List Price List Defaults = XX-Price List 1

1 Order Order Type Defaults = Mixed

9. Click OK.

10. In the Modifiers Summary tab, enter the following modifier line information:

ModifierNumber Level Modifier Type Start/End Dates Automatic Pricing Phase Bucket

Freight1 Line Freight/SpecialCharge

Optional Selected 50 (LineCharges)

1


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11. In the Discounts/Charges tab, enter the following information:

Charge Name Formula Application Method Value

Freight Costs XX-Freight Lumpsum (blank)

12. Click Line Qualifiers and enter the following qualifier data:

GroupingNumber

QualifierContext

QualifierAttribute Precedence Operator

ValueFrom

ValueTo

1 Volume Order Amount Defaults BETWEEN 0 10000

13. Click OK.

14. In the Modifiers Summary tab, create a new modifier line:

ModifierNumber Level Modifier Type

Start/EndDates Automatic Pricing Phase Bucket

Freight2 Order Freight/SpecialCharge

Optional Selected 70 (Charges:Header/All Lines)

(blank)

15. In the Discounts/Charges tab:

Charge Name Application Method ValueFreight Costs Lumpsum 750

16. Click Line Qualifier to create a Line Level Qualifier.

GroupingNumber

QualifierContext


ValueFrom

Value To


17. Click OK.

18. In the Modifiers Summary tab, create a new modifier line:

ModifierNumber Leve

l

Modifier TypeStart/End

Dates Automatic Pricing Phase Bucket

Handling1 Line Freight/SpecialCharge

Optional Selected 50 (LineCharges)

1




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Handling Costs XX-Handling Lumpsum Blank

20. Click Line Qualifiers and create a Line Level Qualifier.

GroupingNumber

QualifierContext

QualifierAttribute

Precedence Operator ValueFrom

ValueTo


21. Click OK.

22. In the Modifier Summary tab, create a new modifier line:

ModifierNumber

Level Modifier Type Start/EndDates

Automatic Pricing Phase Bucket

Handling2

Order Freight/SpecialCharge


(blank)


Charge Name Application Method Value

Handling Costs Lumpsum 50


GroupingNumber

QualifierContext

QualifierAttribute


Value To

1 Volume Order Amount Defaults BETWEEN 0 10000.99

25. Click OK.

26. In the Modifier Summary tab, create a new modifier line:

ModifierNumber



Handling2



(blank)


Charge Name Application Method Value

Handling Costs Lumpsum 50



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GroupingNumber

QualifierContext

QualifierAttribute


Value To


29. Return to the Main tab of the Modifier header and select the Active check box.

30. Save your work.

Creating a Sales Order Using the Freight and Handling Charge Modifier


32. In the Main tab: Customer = XX-Big City Electronics Required Header information defaults from your customer setup Price List = XX-Price List1

33. In Line Items tab: Ordered Item = XX-Palm Pilot Quantity =1

34. Save your work and note the order number ---------------.

35. Click Actions > Charges and Freight Costs to view your charges.

36. Close the window.

37. Navigate to the Order Information tab, and select Actions > Charges. No charges shouldapply.

38. Close the Charges window

39. Increase the quantity ordered (such as quantity 20) of the order line so that the orderedamount exceeds $10,000.

40. Save your work.

41. Click Actions > Select Charges and Freight Costs to view your charges. There should benone (provided Order Total is above $10,000).

42. Close the window and select the Order Information tab.

43. Click Actions > Charges. There should be a line for Freight Costs of $750 and a line forHandling Costs of $50 (provided the Order Total is greater than $10,000).

44. Save your work.


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Solution - Creating a Freight and Handling Charges Modifier

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 = XX-Freight Description = Dollar Amount x Constant .01 Formula = 1*2


PricingAttribute

Component Step

Pricing Attribute Volume Item Amount N/A 1


3. (I) Save.


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Defining the Second Formula

4. Enter the next formula Name = XX-Handling Description = Item Quantity x Constant .05 Formula = 1*2

5. Formula Lines region:


PricingAttribute

Component Step

Pricing Attribute Volume Item Quantity N/A 1


6. (I) Save.

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.



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(N) Pricing > Modifiers > Modifier Setup

8. (T) Main. Enter the following: Type = Freight and Special charge List Number = XX-Freight and Handling Active = Deselected (to start)

Automatic = Selected Name = XX-Freight and Handling Version = 1 Start Date = Default Currency =Defaults Description = Enter a meaningful description

9. (B) List Qualifiers.

GroupingNumber

QualifierContext

QualifierAttribute

Precedence Operator Value From

1 Modifier List Price List Defaults = XX-Price List1

1 Order Order Type Defaults = Mixed


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10. (B) OK.

11. (T) Main, (T) Modifiers Summary.

ModifierNumber



Freight1 Line Freight/SpecialCharge

Optional Selected 50 (Line Charges) 1

12. (T) Discounts/Charges.


Freight Costs XX-Freight Lumpsum (blank)


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13. (B) Line Qualifiers:

GroupingNumber

QualifierContext

QualifierAttribute


ValueTo



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14. (B) OK.

15. (T) Modifiers Summary to create a new modifier line:

ModifierNumber



Freight2 Order Freight/SpecialCharge


(Blank)


Charge Name Application Method ValueFreight Costs Lumpsum 750


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17. (B) Line Qualifier.

GroupingNumber

QualifierContext


ValueFrom

ValueTo



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18. (B) OK.

19. (T) Modifiers Summary. Create a new modifier line

ModifierNumber



Handling1 Line Freight/SpecialCharge

Optional Selected 50 (Line Charges) 1



Handling Costs XX-Handling Lumpsum Blank

21. (B) Line Qualifier and create a Line Level Qualifier.

GroupingNumber

QualifierContext

QualifierAttribute


ValueTo

1 Volume OrderAmount

Defaults BETWEEN 0 10000.99


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22. (B) OK.

23. (T) Modifiers Summary. Create a new modifier line:

ModifierNumber



Handling2



(blank)


Charge Name Application Method ValueHandling Costs Lumpsum 50


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25. (B) Line Qualifier. Create a Line Level Qualifier:

GroupingNumber

QualifierContext

QualifierAttribute Precedence

Operator ValueFrom

Value To



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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)


(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 = XX-Palm Pilot


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Quantity =1

33. (I) Save your work and note the order number ______________.

34. (B) Actions > Charges and Freight Costs to view your charges.


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36. (T) Order Information.

37. (B) Actions > Charges. No charges should apply.


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38. Close the Charges window.

39. Increase the quantity ordered (such as quantity 20) of the order line so that the orderedamount exceeds $10,000.

40. (I) Save.

41. (B) Actions > Charges and Freight Costs. There should be no changes provided that theOrder Total is above $10,000.


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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 $50(provided the Order Total is greater than $10,000).


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45. Save your work.


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Overview of Price Books

Overview of Price BooksA price book is a pricing report that displays item list and net prices (for a specific customer)

based on a specific pricing date. Within the price book, you can view details of the list price,discounts, surcharges, price breaks, and freight and special charges. The price book supportsformula-based prices, and you can view price break and pricing attribute details.Freight and special charges: Although freight and special charges do not affect the unit selling

price in Basic Pricing, they will affect the net price in the price book.Pricing buckets: If pricing buckets have been defined for any modifiers, the modifiers will bedisplayed in the order of the pricing buckets, with the null bucket modifiers displayed lastFrom the online view, you can view any price break details or any pricing attributes used in the

price calculation. Pricing errors (such as missing pricing attribute for formula processing orduplicate prices) are also displayed on a separate page.


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Overview of Price Books


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Price Book Example 1


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Benefits of Price Books


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Price Book Implementation


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Implementation Steps: Setting Key Profile Options

Implementation Steps: Setting Key Profile Options QP: E-mail - From AddressYou need to set up the profile option QP: E-mail - From Address to specify the sender's e-mailaddress for any e-mails that are sent from the price book feature. When the price book is e-mailed, the recipient can identify and respond to the senders return e-mail address. There is nodefault value for the profile option and can be updated at the Site and User level.Important: Publishing a price book to a printer or as an e-mail attachment and creation of theView Document (formatted document) is dependent on the availability of the Delivery ServerComponent of the Oracle XML Publisher (XDO) product.QP: External Default Pricing PerspectiveThis profile option sets the default pricing perspective for all external users. The value defaultsto the Pricing Perspective field in the Create Price Book page. This profile can be set at the siteor user level and the default value is Order Management Order.


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Implementation Steps: Setting Key Profile Options

Implementation Steps: Setting Key Profile OptionsQP: Internal Default Pricing PerspectiveThis profile sets the default value for the pricing perspective for all internal users using the

price book feature. The values can be applications like Oracle Order Management or OraclePurchasing that request information from the pricing application. The Pricing Perspective fieldin the Create Price Book page displays the default value; however, an internal user canoverride this value by selecting a different pricing perspective. This profile can be set at the sitelevel only and default value is Order Management Order Note: Oracle Advanced Pricing is not one of the valid values for this profile option.QP: Pricing Perspective Request TypeThis profile option is used for the price book feature to map the Pricing Perspective to theRequest type calling the price book. It can be set at system administrator site and systemadministration application levels. The default value at the site level is Order ManagementOrder.Note: External users cannot view or change the Pricing Perspective field. The value PO(Oracle Purchasing) is valid for internal users but not external users.


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Demand Planning: Batch Contracts: Batch Contracts for Service: Batch Order Management: Batch Purchase Order: PO Batch


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Implementation Steps: Setting Up the Default Printer

Implementation Steps: Setting Up the Default PrinterYou have the option of publishing the price book to a printer. The default printer you define inthe configuration is used if no printer name is specified when publishing the price book.To define the default printer, add the printer for your site to the Oracle XML PublisherDelivery Manager configuration and specify it as the default entry.


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Implementation Steps: Setting up Oracle XML Publisher

Implementation Steps: Setting up Oracle XML PublisherUsing Oracle XML Publisher, you can publish your price books in a variety of formats such asPDF, RTF, and EXCEL (XLS). The Delivery Server Component of the Oracle XML Publisher(XDO) product (available with XML Publisher 5.0 and newer versions) is required to send the

price book to a printer or as an e-mail attachment. Use the seeded XML templates to generateyour price books, or create additional templates depending on the desired publishing option (e-mail or print) and the output format [EXCEL (XLS), PDF, RTF]; for example, you may want aseparate template for print versions and another for e-mail.Note: To send the price book as an e-mail attachment, you also need to configure the e-mailserver in XML Publisher. Oracle XML Publisher is required to create and maintain XML

Publisher templates that define the layout for the published price book.


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Creating a Price Book

Creating a Price BookYou can create price books to generate prices for a single item, an item category, all items, oritems within a specified price lists. The prices generated in the price book are based on the

pricing perspective. The value for the operating unit defaults from the Multi-Org AccessControl (MOAC) setup.The pricing perspective mimics the calling application so as to simulate prices coming from anorder, service contract, or purchase order. An internal user can edit the value but an externalcannot view or edit it. These prices are currency specific, but the price book does handle multi-currency (price list) conversions supported in price lists.Note: All item/UOM combinations will be priced.You can set the pricing effective date for a past date, current date, or future date. Informationin the Price Calculation Criteria will be input parameters to generate the price book. Currency,Quantity, and Customer are mandatory fields. The quantity will always default to 1, but can beupdated. You can specify a price list, pricing agreement, or sales agreement as a starting pointfor the price book. The pricing engine will always perform a search across all the valid pricingsetups to derive the price.


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Creating a Price Book: Defining General Price Book Criteria

Creating a Price Book: Defining General Price Book CriteriaSelect details about the price book including the name and pricing perspective. The value youselect in the Product Criteria field determines what items will appear in the price book. Youcan select a single item, item category, all items, or price list. If price list is selected, all itemsand UOM combinations within the price list will get priced, but the final list price may bederived from a different price list.Notes:

The Operating Unit value defaults from the Multi-Org Access Control (MOAC) setup. An internal user can edit the pricing perspective value but an external cannot view or edit

it.


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Creating a Price Book: Selecting Price Book Publishing Options

Creating a Price Book: Selecting Price Book Publishing OptionsYou can publish the price book using the following options:

Send Email: Specifies the e-mail addresses to which the price book will be sent. You canenter multiple e-mail addresses, separated by commas.

Send to Printer: Enter the name of the printer where the price book is to be printed. If no printer is specified, the default printer defined in the XDO configuration file is used.

View Document: Select a Template and Document Type to view the document online.Note: The e-mail and printer server must be configured properly to use the e-mail and printer

publishing options. For more details on publishing options, please refer to the XML Publishingdocumentation.


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Price Book Publishing Templates

Price Book Publishing TemplatesIn XML Publisher, you can create and maintain price book templates. You can select thefollowing seeded templates to enable output formats of PDF, RTF, and Excel:

Price Book Details report: Shows all the items in their respective categories with list price,net price, and all modifiers.

Price Book Errors report: Provides information on any pricing error that occurred duringthe generation of the price book.

Price Book Summary report: Displays an items list and net price. To generate the ViewDocument, a template and template type must be selected.

You may need to create multiple templates depending on the desired publishing option (e-mail or print) and the desired output format (Excel, HTML, PDF, RTF).


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Price Book Publishing: Document Types


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Generating and Publishing Price Books

Generating and Publishing Price BooksIn the background, two concurrent requests are completed to generate or republish a price

book. The first concurrent request will create the price book header and items. The secondconcurrent request calls the pricing engine to get the list price, net price, and associatedmodifiers.Note: The completed price book can be viewed only after this concurrent request is completed.


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Viewing Price Book Details Online

Viewing Price Book Details OnlineThe price book determines all the items to be priced and then displays each item in theirrespective item category. If an item belongs in more than one category, then the price book willdisplay multiple categories. For an item, you will see the price list used to derive the list price.If there are any line level discounts, surcharges, price breaks, or freight and special chargemodifier, then these will be displayed below the list price line. If pricing buckets have beendefined for any modifiers, the modifiers will be displayed in the order of the pricing buckets,with the null bucket modifiers displayed last. Although freight and special charges do notaffect the unit selling price in pricing, they will affect the Net Price in the price book.From the online view, you can view any price break details or any pricing attributes used in the

price calculation. Pricing errors (such as missing pricing attribute for formula processing orduplicate prices) are also displayed on a separate page.


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Maintaining Price Books

Maintaining Price BooksResponsibility: Oracle Pricing User(N) Home > ReportsYou can maintain price books on the Price Book Main page > Reports tab.You can search for price books using the Simple Search. To add additional search criteria,click the Show More Options link. You can sort your search results by Price Book Name,Customer, or Price Effective Date of the price book. You can also delete one or more price

books.


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Republishing Price Books

Republishing Price BooksIf you decide to republish a price book, the price book is not regenerated meaning the data inthe price book will remain the same. All the publishing options (e-mail, print, XML Message,View Document) are available and this process will override existing documents or templates.


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Viewing Errors

Viewing ErrorsErrors in your price book will be indicated in the Search Results and within your price book.There is also a seeded template to view pricing errors.


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Profile Options in Basic Pricing

Profile Options in Basic PricingThe system administrator sets up the pricing profile options that determine how the applicationaccesses and controls data. The level at which the profile options can be set are user,responsibility, application and site. The permissions for setting the profile options are View,View and Update, No Access. The Required column determines if the profile option requires avalue or not. If it is Required, then you must provide a value. If it is Optional, you may leave it

blank. The Default Value column allows you to provide a default value for the profile. Thefollowing are some common profile options used in Basic Pricing:Profile Option Required Default Value----------------- ----------- -----------------

QP: Allow Duplicate Modifiers Required YesQP: Blind Discount Option Required YesQP: Debug Optional Request Viewer OffQP: Inventory Decimal Precision Required 10QP: Item Validation Organization Required No DefaultQP: Negative Pricing Required No Default


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QP: Price Rounding Required BlankQP: Qualify Secondary Price Lists Optional NoQP: Return Manual Discounts Optional YesQP: Satisfied Qualifiers Option Optional YesQP: Security Control Optional Off

QP: Security Default Maintain Privilege Required BlankQP: Security Default ViewOnly Privilege Required BlankQP: Selling Price Rounding Options Optional Individual : =

round(list price) +round(adj)QP: Set Request Name Required BlankQP: Unit Price Precision Type Required StandardQP: Valueset Lookup Filter Optional YesQP: Verify GSA Violations Required NoPlease refer to the Oracle Order Management Implementation Manual for further details.


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Summary


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Overview of Shipping ExecutionChapter 9 - Page 1

Overview of ShippingExecutionChapter 9


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Overview of Shipping Execution


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Objectives


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Shipping Execution Flow

Shipping Execution FlowAfter a sales order has been booked, the sales order lines must complete all workflow activitiesleading up to the shipping activity. Two typical preceding workflow activities are Schedule -Line and Ship - Line, Manual .Schedule LineScheduling the line makes the order lines demand visible to Oracle Inventory for planning.It also sets the Shipment Schedule Date.Create SupplyVariety of subflow paths can be taken within Create Supply Line based on the type of itemshipped. They are as follows:

Configurable Items: Configurable items must complete the Create Supply activity whichtakes an order line through a build cycle. The final assemblies that are completed out ofOracle Work in Process are received into Oracle Inventory as Reserved for a specificcustomers order.

Drop ship: Drop ship order lines must complete the Create Supply activity too. After aPurchase Requisition has been passed to Oracle Purchasing the order line advances to theShipping Activity.


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Standard Shippable Items: Standard shippable items dont need to perform any of theCreate Supply activities so directly advance to the Shipping activity.

ShippingWhat happens when the order line reaches Ship Line workflow activity?

Oracle Order Management calls Oracle Shipping Execution APIs to indicate that a line isReady to Release.

The sales order line status is changed to Awaiting Shipping. Order lines that are awaitingshipping have corresponding records in Oracle Shipping Execution module calledDelivery Lines.

Pick Release process creates move orders to move items to the staging location and createreservation in Oracle Inventory.

From the staging area shipments are weighed, packed and shipped. Deliveries are Ship Confirmed out of the staging location. When a delivery is Ship Confirmed, Oracle Shipping Execution calls OM APIs to

communicate the event, triggering the line flow to move forward.


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Delivery and Delivery Lines

Delivery and Delivery LinesDelivery Lines When sales order lines are booked or scheduled in Order Management, associated deliverylines are created in Oracle Shipping Execution.DeliveryYou can either manually or automatically group delivery lines to create a delivery. If a deliveryis auto-created, the delivery lines are grouped together by the mandatory default criteria, ShipFrom Location and Ship To Location. However, additional grouping criteria can be includedsuch as:

- Customer- Freight Terms- FOB Code- Intermediate Ship To Location- Ship Method


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Trips and Stops

Trips and StopsTripsA trip is an instance of a specific freight carrier departing from a particular location containingdeliveries. A trip is carrier specific and contains at least two stops such as the pick-up stop anddrop-off stop. Trips can be created automatically or manually.StopsA stop is a point along the route of a trip where goods are either picked up, dropped off, or

both.


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Delivery Leg

Delivery LegA delivery leg is synonymous to bill of lading and consists of at least two stops. A bill oflading is an agreement between the shipper and carrier acknowledging receipt of goodsshipped. The bill of lading has all the details specifying the terms of delivery. A delivery mightconsist of several delivery legs to reach its final destination.


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Containers/LPNs

Containers/LPNsLicense Plate Numbers (LPNs), also known as containers, are used for packing delivery lines.You can create containers without assigning them to a delivery. This is useful if you want tocreate multiple containers of the same type then pack them with unassigned delivery lines.


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Pick Release

Pick ReleasePick release is the process of finding and releasing eligible delivery lines that meet the releasecriteria that you specify. Pick release creates move orders for picking from inventory. Therelease criteria is defined based on your business requirements. You customize the releasecriteria by defining the following:

Release Rules: The release rules identify which delivery lines should be considered for pick release and the picking operations that should be performed on the selected lines.

Release Sequence Rules: The release sequence rules define the order in which eligible picks are allocated inventory.

Pick Slip Grouping Rules: The pick slip grouping rules define how released order linesare grouped on the pick slips for ease of picking.


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Move Orders

Move OrdersA move order is a request to transfer materials from a subinventory to a staging location. The

pick release process creates move orders pre-approved requests for subinventory transfer. Themove order consists of move order lines that must be moved from the subinventory to thestaging location. To release the move order lines, the lines must be allocated with the materialsfrom the subinventory. Oracle Inventory picking engine fills in the move order lines with thetransaction details. It also places a high-level reservation on the material if no reservation

previously exists. This process is called allocation.Staging LocationA staging location is the destination subinventory where the materials are deposited after

picking. Material deposited in the staging location is then in position for its next step, which isship confirm. Each organization must designate at least one staging subinventory. In awarehouse, the staging location is physically located typically near the shipping dock. Stagingsubinventories should be reservable. Each pick release batch created at pick release will havethe same destination staging subinventory.


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Ship Confirm

Ship ConfirmShip Confirm is the process of confirming that items have been shipped from the staginglocation. Delivery lines must be in the Staged/Pick Confirmed status to perform Ship Confirm.During Ship Confirm you can perform the following actions:

Backordering: Backordering when only a partial quantity of items that were pick releasedrequire shipping. When a delivery line is backordered, the delivery line is split into twodelivery lines. The original line quantity is the detailed quantity. The new line quantity isthe difference between the requested quantity and the detailed quantity.

Consolidating Backorders: Consolidating backorders is an automatic process thatcombines several backordered delivery lines having the same source line, back into onedelivery line. Consolidating Backorders is performed during Pick Release, Cycle Count,or Ship Confirm. When a backorder occurs, Oracle Shipping Execution searches for theexisting backorder delivery lines for a particular source line.Note: To consolidate backorders the Consolidate Backorder Lines field in the GlobalParameters window must be selected.

Making Items Non-Reservable: Making items non-reservable places a reservation on theitems such that they are not available for other delivery lines. While making the items


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non-reservable you must specify the subinventory and stock locator to pick the itemsfrom. If the items are serial controlled, lot controlled, or revision controlled you mustspecify the respective details while making items non-reservable.

Models: You can ship Model items non-proportionately, for example:- You ship all the components but not in the correct proportion- You do not ship all of the components


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Automated Shipping Process

Automated Shipping ProcessThe automated shipping processes will be useful when the shipping personnel rarely alter ormodify the attributes of the shipment. The automated shipping process can be used to performthe following automatically:

Pick Release: The pick release process can be automated to perform delivery creation, pick selection, pick allocation, and pick confirmation.

Packing: You can run Auto-Pack SRS to run the packing process periodically. Ship Confirm: You can run Auto Ship Confirm SRS to run the ship confirm process

periodically.One Step Shipping performs Pick Release, Pack, and Ship Confirm all in one go.


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One Step Shipping

One Step ShippingOne step Shipping involves picking and shipping, or picking, packing, and shipping of one ormore deliveries or delivery lines. When you perform one step shipping you achieve thefollowing:

Auto create deliveries for delivery lines, if delivery lines are not associated with adelivery.

Pick release and pick confirm all delivery lines assigned to the deliveries. This includesthe deliveries that were autocreated.

Auto pack all delivery lines assigned to the deliveries that are in the Staged/PickConfirmed status.

Note: To automatically pack all delivery lines into LPNs,you must set the autopack level for your organization as Yesor Autopack Master in the Shipping Transaction tab ofShipping Parameters window. For more information, see thelesson titled Shipping Transaction Parameters slide.Note: Container-load relationship should be defined for thedelivery line items


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Ship confirm all delivery lines assigned to the deliveries that are in the Staged status andwhich does not require assignment of serial numbers.

Note: To automatically ship confirm, you must assign a shipconfirm rule to your organization. You can assign the samein the Shipping Transaction tab of Shipping Parameterswindow. For more information, see the lesson titledShipping Transaction Parameters slide.

Auto create trips, if trips and stops are not manually created for the delivery lines.Note: If pick, pack, and ship process is not successful for even one delivery line of a delivery,the one step shipping cannot be performed on the entire delivery.Note: To ship confirm from the Shipping Transactions form, the organization to which thesales order belongs should be attached with a ship confirm rule.


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Guided Demonstration Shipping Transaction Form

Responsibility: Order Management Super User, Vision Operations(USA)

Querying using Query Manager

1. (N) Shipping > Transactions

2. Search for region Lines (B) - Select

3. (T) Lines Line Status: Not Shipped

4. Saved Query region

Name: XX-Notshipped Description: Not Shipped Lines Saved Query?: Select. This makes the query public to all users

5. (B) Find. All lines which are not shipped are displayed in the Shipping Transaction Form

Shipping Transaction Form

9. Click on the Vertical Splitter on the left of the Shipping Transaction Form to view the Querydetails.

10. Click on the Vertical Splitter on the right of the Shipping Transaction Form to view thePacking Calculator.


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Query Manager

Query Manager(N) Shipping > Transactions > Query ManagerThe Query Manager is a window used to search and save queries created on the shippingentities. You create customized queries by entering your search criteria and saving them. Youcan use the saved query for future searches. The queries are classified into the following:

Personal Query: Queries you save for your personal use. This query is not available toother users.

Public Query: Queries you save and share with other users. This is very useful if youwant to centrally manage the queries.

Temporary Query: Queries that are not used frequently such as those that you use onlyonce. These are queries which are not used frequently. Temporary queries are not savedand are valid for that session only.


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Data Manager

Data ManagerThe data manager is a part of the Shipping Transactions form. You can perform the followingusing the data manager:

Create or modify data pertaining to shipping entities Plan shipping entities Perform shipping operations such as Pick Release and Ship Confirm Generate reports


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Quick Ship Window

Quick Ship Window(N) Shipping > Quick ShipQuick Ship enables you to enter minimum requirements and process a shipment.The Quick Ship window provides the following features:

Visibility to trips, deliveries, and delivery lines in the same window Ship confirm multiple deliveries at the same time Change ship quantities and also specify the inventory controls for each delivery line View and resolve the shipping exceptions for the delivery, trip and delivery lines Customization of the display of fields, initial view (delivery or trip), and folder options for

each entity based on your business needs


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Guided Demonstration Quick Ship Window

Responsibility: Order Management Super User, Vision Operations(USA)

(N) Shipping > Quick Ship

Changing Quick Ship View

1. (N) Shipping > Quick Ship

2. (M) Tools > Change View to toggle between the two Quick Ship views. The two Quick Shipviews are as follows:

Delivery Confirm View Trip Confirm View

Finding Deliveries3. Ensure that you are in the Delivery Confirm View.

4. You can find the deliveries in the Quick Ship window using any one the following methods: Enter the delivery in the Name field and click Tab Click on Name LOV to find for a delivery. Click on the Find icon to find the delivery using Find Deliveries window. In the

Find Deliveries window, you can find the delivery based on the search criteria youenter.

Using Folder Option5. To hide the Number of LPNs field. Click on the field. You can hide a field using any one of

the following option (M) Folder > Hide Field. Right click on the field, select Folders option on the popmenu, and click Hide Field.

6. To show a field, you can use anyone of the following methods: (M) Folder > Show Field. Select a field, which you want to display from the LOV. Right click on any field, select Folders option on the popmenu and click Show field.

Select a field, which you want to display from the LOV.

7. To change the position of a field in the Quick Ship window, you can use anyone of thefollowing methods.

Click on the field to be moved. Click (M) Folder and click on Move Right, Move Left,Move Up, and Move Down to move to respective position.


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Right click on the field to be moved. Select the Folders option in the popment, and clickon Move Right, Move Left, Move Up, and Move Down to move to respective position.

Creating New Folder

8. (M) Folder > New

9. Enter XX-Folder in the Folder field.

10. Select the Show Additional Delivery to display the Additional tab.

11. Select the Show Trip Information to display the Trip tab

12. (M) File > Save.


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Reports and Processes

Reports and ProcessesOracle Shipping Execution provides you with a variety of flexible and easy-to-use reports tohelp you improve productivity and increase control. Text attachments can be used with reportsand documents to print shipping application data: for example, unpacking instructions enteredon a delivery line can be printed on the Packing Slip. You use the Shipping Reports andDocuments window to select the report you want to generate. The Shipping Execution Reportsare displayed based on the report parameters that you enter.PrintersOrder Management Super User, Vision Operations (USA)(N) Shipping > Setup > Documents > Choose PrintersYou can assign shipping documents and reports to specific printers. Printers can be assigned atmultiple levels, including the following:

User Responsibility Applications Site


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Integration With Oracle Order Management

Integration With Oracle Order ManagementAfter a sales order is booked, the sales order lines must complete all workflow activitiesleading up to the shipping activity. Two typical preceding workflow activities are Schedule Line and Ship Line Manual:Schedule Line:The Schedule Line subprocess schedules an order line for all order lines that must beshipped. This activity makes the order lines demand visible to Oracle Inventory for planning.It also sets the shipment schedule date for the order line.Ship Line Manual:The Ship Line Manual enables you to manually initiate shipping for an order line. The Ship Line Manual process can return one of the following and reaches the end activity:

Over Shipped Beyond Tolerance Ship Confirm Non Shippable Unreserved


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Integration With Oracle Transportation Management

Integration With Oracle Transportation ManagementIf Oracle Transportation Management is installed, you can utilize the following functionality inOracle Shipping Execution:

Freight Payment and Audit: Enables you to automate in-house auditing of freight bills, reducing the costs associated with manual freight bill auditing and the costsof 3rd party audit firms that you might use. Auditing takes place upon receipt of afreight bill from the carrier after shipment delivery has been completed.

Load Tendering: Enables you to communicate the characteristics of a delivery with yourcarriers to facilitate shipment pickup.

Inbound Carrier Selection: Enables you to select preferred carriers for inbound purchaseorders.


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Integration With Oracle Warehouse Management

Integration with Oracle Warehouse ManagementIf Oracle Warehouse Management is installed, it provides the following functionality to OracleShipping Execution

Plan Tasks: The planning tasks of warehouse such as pick, put away, moves andreplenishments are done by Oracle Warehouse Management.

Pick Methodologies: The pick methodologies are determined by WarehouseManagement.


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Integration with Oracle Workflow

Integration with Oracle WorkflowOracle Shipping Execution enables you to utilize Oracle Workflow to enhance your day-to-day

business. Using Oracle Workflow with Oracle Shipping Execution is optional; however, if youchoose to enable Oracle Workflow with Oracle Shipping Execution, then specific tasks andoutput are enabled through the use of customized business objects. For example, the workflowcan be configured so that specific users receive a notification email when an overship or

backorder occurs.Workflows available in Oracle Shipping Execution include:Delivery Flow Generic: This process is initiated when a delivery line is assigned to adelivery and completed when the delivery reaches its final drop off location.Trip Flow Generic: This process is initiated when a trip is created and completed when theultimate drop off stop is closed.Ship to Deliver Process Workflow: This process models the ship confirm process throughthe Order Management and Inventory interfaces.


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Summary


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Shipping Execution SetupChapter 10 - Page 1

Shipping Execution SetupChapter 10


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Shipping Execution Setup


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Objectives


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Roles

Roles(N) Shipping > Setup > Grants and Role Definitions > Define RolesOracle Shipping Execution provides a role to each user that controls the access of Action listand Tools menu in the various user interfaces.Defining Roles:

Roles provide data access controls. You can assign the following data access controls toeach role:

- Data Access Edit: This enables you to edit and view data pertaining to shippingentities

- Data Access View: This enables you to only view data pertaining to shipping entities- Data Access None: This prevents y

Oracle OM Student guide2

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