Step 1: Perform System Administration Steps
Default: None
Assign users who set up Oracle Advanced Pricing to the Oracle Pricing Manager responsibility.
Step 2: Set Profile Options
Required
You set a value for each user profile option to specify how Oracle Advanced Pricing controls access to and processes data.
Step 3: Set Multi-Currency Profile Options
Default: None
The profile option QP: Multi-Currency Installed enables the multi-currency price list feature. Multi Currency Price Lists enables you to maintain a single price list for multiple currencies.
Step 4: Perform System Sourcing
Default: Predefined Oracle Advanced Pricing record
This step is required if:
■ Your pricing data application source is anything other than Oracle Advanced Pricing.
■ You are integrating Oracle Advanced Pricing with an application other than Oracle Order Management.
Warning: Changing the system source code can severely affect pricing engine behavior.
Step 5: Verify or Create PTE
Default: Order Fulfillment
Required
A Pricing Transaction Entity (PTE) is an ordering structure that has associated Request Types and Source Systems. Request Types and Source Systems in the same PTE share pricing setup data. Additional Source System and Request Types can be added to existing PTE's.
There are very rare instances where it is necessary to create a new PTE. A new PTE needs to be created only if the new request type uses a different ordering structure and a different set of source systems that is not already predefined.
Step 6: Create Qualifier Contexts and Qualifier Attributes
Default: Predefined Oracle Advanced Pricing qualifier contexts
Optional
If you skip this step, users will be able to chose only predefined Oracle qualifier contexts and qualifier attributes for price and modifier eligibility.
Qualifiers provide a highly configurable and flexible method of defining the rules which your business uses to manage pricing. Qualifiers are used by the pricing engine to determine eligibility for price lists and modifiers.
Step 7: Create Pricing Contexts, Pricing Attributes, and Product Attributes
Default: Predefined Oracle Advanced Pricing/Product attribute contexts
Optional
Pricing/Product attributes are a feature of Oracle Advanced Pricing which enables you to define necessary item attributes in order to price or apply a modifier and attributes used in formulas.
If you do not perform this step, users will be able to select only predefined Oracle Advanced Pricing contexts and associated attribute values for benefit options.
Step 8: Perform Attribute Mapping
Default: Predefined Oracle Advanced Pricing attribute mapping rules.
Optional
Step 9: Define Unit of Measure
Default: None
Optional
Units of measure (UOM) are used in Oracle Advanced Pricing to determine the unit value for what thepricing engine is pricing, modifying, returning a benefit, or creating an accrual.
Do this step if you have not installed and set up Oracle Inventory or performed this common-applications setup for another Oracle Product.
Step 10: Define Unit of Measure Conversions
Default: None
Optional
You must define conversion rates between the base unit of measure and other units of measure within a UOM class if you want to price and discount an item in a UOM other than its primary UOM. Oracle Advanced Pricing uses these conversions to automatically convert transaction quantities to the primary pricing unit of measure defined on the price list when pricing cannot find a price in the transaction unit of measure. In addition, all price adjustments, benefits, and charges need to be defined in the same unit of measure as the unit of measure used on the price list.
Step 11: Define Item Category Sets and Item Categories
Default: Seeded structure name of item categories, category set inventory items, and associated default seeded category code combination MISC
Optional
Step 12: Set Up Inventory Organization
Default: None
Required with defaults
You must define at least one item validation organization in Oracle Inventory. This is the organization that items are validated and viewed against when entering items in the Price List and Modifier Setup forms.
Perform this step if you have not installed and set up Oracle Inventory or performed a common-applications setup.
Step 13: Define Item Information
Default: None
Optional
Define the items that you wish to price and discount and assign them to the validation organizations defined in step 10. If you want to define qualifier rules which include the seeded qualifiers Line Volume or Line Weight you must set the
volume or weight attributes of each item as this is used by attribute mapping to derive the transaction line, weight, or volume.
Perform this step if you have not installed and set up Oracle Inventory or performed this common-applications setup for another Oracle product.
Step 14: Create Item Relationships
Default: None
Optional
This step is required if you wish to give item upgrade benefits. You must define a Promotional Upgrade item relationship from the ordered item to the item you wish to give as an upgrade. Define your item relationships for the item validation organization.
Set up promotional upgrade items as follows:
■ The ordered item and the promotional item need to have the same base unit of measure and unit of measure conversions.
■ The modifier unit of measure and the pricing unit of measure on the order line need to be the same.
If those entities are not the same, the substitution can fail.
Step 15: Define Pricing Lookups
Default: Lookup type dependent
Optional
Lookup codes supply many of the lists of values in Oracle Advanced Pricing. Lookup code values are the valid entries that appear in the list of values. They simplify information selection, and ensure that users enter only valid data into
Oracle Advanced Pricing. You can add new lookup values at any time. You can set the Enable 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 16: Define Oracle Order Management Lookups
Default: Lookup type dependent
Optional
Perform this step if you have not installed and set up Oracle Order Management or performed a common-applications setup.
Step 17: Define Shipping Lookups
Default: Lookup type dependent
Optional
Perform this step if you have not installed and set up Oracle Order Management or performed a common-applications setup.
Step 18: Set Up Customer Class and Profile Class
Set Up Customer Class
Default: None
Required if you price, give benefits or charge by customer class.
Do this step if you have not installed and set up Oracle Receivables or performed a common-applications setup.
Set Up Profile Classes
Default: None
Required if you price, give benefits or charge by customer account type.
Perform this step if you have not installed and set up Oracle Receivables or performed a common-applications setup.
Step 19: Define Customers and Customer Sites
Default: None
Required if you price, give benefits or charge by customer.
Perform this step if you have not installed and set up Oracle Receivables or performed a common-applications setup.
Define Customer Sites
Default: None
Required if you price, give benefits or charge by customer site.
Perform this step if you have not installed and set up Oracle Receivables or performed a common-applications setup
Step 20: Define Order Type
Default: None
Required if you price, give benefits or charge by order type.
Step 21: Define Line Type
Default: None
Required if you price, give benefits, or charge by order line type.
Step 22: Define Freight Terms
Default: None
Required if you price, give benefits, including upgrading freight terms, or charge by freight terms.
Step 23: Define Freight Cost Type
Default: None
Required if you price, give benefits or calculate charges using freight cost types.
Step 24: Define Payment Terms
Default: None
This step is required if you price, give benefits, or charge by payment terms.
Perform this step if you have not installed and set up Oracle Receivables or performed a common-applications setup.
Step 25: Enable Currencies
Default: All major currencies predefined with Oracle Applications
Optional
The system administrator performs this step. The codes are ISO standard codes for currencies. You must enable the specific currencies you want to use on your price and modifier lists.
Perform this step if you have not installed and set up Oracle General Ledger or performed a common-applications setup.
Step 26: Perform System Sourcing
Default: Predefined Oracle Advanced Pricing record
This step is required if:
■ Your pricing data application source is anything other than Oracle Advanced Pricing.
■ You are integrating Oracle Advanced Pricing with an application other than Oracle Order Management.
Step 27: Create Events and Phases
Default: Seeded Oracle Advanced Pricing phases
Step 28: Set Profile Options
Required
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