Contents

A. Create an order Header Flexfield to enter the discount. ......................................................................... 2 B. Create a Pricing Context ........................................................................................................................... 7 C. Link the flexfield to a pricing attribute ..................................................................................................... 8 D. Reference the pricing attribute in a formula .......................................................................................... 11 E. Apply the formula in a modifier so that the discount is applied. ........................................................... 13 F. Housekeeping. ......................................................................................................................................... 14 G. Setup Screen shots Including Special Considerations Needed for Manual Modifier Application.......... 15

A. Create an order Header Flexfield to enter the discount.

1. Switch responsibility to System Administrator 2. Navigate to Application > Flexfield > Descriptive > Segments 3. Find Application = Order Management, Title = Additional Header Information

4. De-select > Freeze Flexfield

Click Ok when this caution box is shown.

5. Click the - New record icon (green plus sign) Enter a Code and Name and optionally a description, then click segments. In this example, Code = KS-TEST, name = KS TEST

6. Enter the following values with your desired values examples are shown: Name: <Discount on Net> Column: <ATTRIBUTE20> Enter value set = QP: Number Check Displayed and Enabled. Click on Open (button).

7. Review the setup for the segment. In this case, the display size defaults to 32, but I chose to update it to 5. The following caution is shown.

Click OK to this caution message. Save. Exit this form.

8. Ensure that the Context has enabled checked. Save. 9. Check the Freeze Flexfield Definition.

Click OK to the message above.

10. Click on the Compile button.

Click OK to the message above.

Click OK to the message above. Exit the form

B. Create a Pricing Context

1. Switch Responsibility to Oracle Pricing Manager 2. Navigate to Setup > Attribute Management > Contexts and Attributes 3. Select Context Type = Pricing context 4. Enter Code, Name and Description and check enabled.

5. At Attributes enter Code, Name, Description, Precedence and application name= Advanced Pricing.

6. Scroll to the right 8. Column Mapped, Select a Pricing Attribute = PRICING_ATTRIBUTEQQ (where QQ is the number chosen from the list of values)

9. Value Set = QP: Number (same value set as used earlier)

10. Save and exit the form.

C. Link the flexfield to a pricing attribute

Responsibility: Oracle Pricing Manager Navigate to: Setup > Attribute Management > Attribute Linking and Mapping Select Pricing Transaction Entity = Order Fulfillment (ORDFUL) and Context Type = Pricing Context (PRICING_ATTRIBUTE). At Contexts, place the cursor on the pricing context created in previous step (B.4). One may need to scroll down to locate the code. Click on - Link Attributes

Enter a record as follows Select the code from the list of values. For this example it returns ENTERDISC. Level = Line Attribute Mapping Method = Attribute Mapping Click on Attribute Mapping

At Request Types Select the Line where Request Type is ONT, Description is Order Management Order Select Application Name = Advance Pricing

At Line Level Select User Source Type = PL/SQL API Enter User Value String = OE_ORDER_PUB.G_HDR.ATTRIBUTE99 For our example, this will be OE_ORDER_PUB.G_HDR.ATTRIBUTE20. Check enabled.

Save. From the top menu bar, select Tools > Build Attribute Mapping Rules. Once the following note is shown, exit all attribute mapping forms.

D. Reference the pricing attribute in a formula

1. 2. 3. 4. Navigate to Formulas Setup Enter a Name and Description Formula = nvl(1,2) - the formula is designed to return 0 where no discount is entered. At Formula Lines create the following two lines.

4.1. Line one 4.1.1. Formula type = Pricing Attribute 4.1.2. Pricing Context = The Pricing Context create at Step B 4.1.3. Step = 1 4.2. Line two 4.2.1. Formula Type = Numeric Constant 4.2.2. Component = 0 4.2.3. Step = 2 Save.

From the top menu bar, select Tools > Build Formula Package. Once the following note is shown, click OK and exit the form.

E. Apply the formula in a modifier so that the discount is applied.

1. Navigate to Modifier Setup and create a Discount Modifier 1.1. Type = Discount List 1.2. Automatic is selected 2. Create a Modifier line 2.1. Modifier No = as required and/or defaulted 2.2. Level = Line 2.3. Modifier Type = Discount 2.4. Automatic is selected 2.5. Pricing Phase = List Line Adjustment (modifier will be applied when the order / order line is saved) 2.6. Bucket = 3 (this ensures that the modifier is applied after all other buckets are considered) 2.7. Formula = The formula created at step D. 2.8. Application Method = Percent.

3. The modifier can be qualified as required. 4. Save.

F. Housekeeping.
To use the modifier the following functions / requests will need to be executed. 1. Compile the flexfield (step A,10.) 2. Build Attribute Mapping Rules (last step in step C) 3. Build Formula Package (last step in step D).

G. Setup Screen shots Including Special Considerations Needed for Manual Modifier Application
If you wish to use a manual modifier, then to have this net discount applied to the value set by the manual adjustment, one will need to ensure to place the manual modifier in a bucket. Please see the example as illustrated below.

Business Need
Items on the price list are set at zero list price. Once the item is added to the sales order line, then the unit selling price is entered using a manual modifier. Hence wishes to have the discount on the net of the order which would include this manual adjustment.

Manual Modifier Setup Needed

1. Set profile option, QP: Allow Buckets for Manual Modifiers = Yes Responsibility: System Administrator Navigate to: Profile System Do a FIND for QP: Allow Buckets For Manual Modifiers Choose Yes from the list of values at Site level. Save. Do a FIND for QP: Pattern Search Note if this profile has a value or is null. Exit the form. 2. Responsibility: Oracle Pricing Manager Navigate to Modifiers < Modifier Setup Query the manual modifier setup with application method = New Price. Under modifiers summary scroll to the right to field = bucket. Enter 1 in the bucket field. Save. Exit the form. 3. Run QP: Maintains Denormalized Data in QP Qualifiers for this manual modifier. 4. In step #1, if QP: Pattern Search was not null, then also run QP: Pattern Upgrade wide open.

Testing the Manual Modifiers Impact with the Net Price Modifier.

1. Test with a brand new sales order (not a copied order as some characteristics are also copied. Enter the sales order header including the value into the Additional Header Information flexfield that was setup in step A.

2. Enter a sales order line for an item with 0 (zero) for the list price.

Do Actions > View Adjustments It should show that the modifier setup in Step E is applied, but at 0 for the rate since 5%*0=0. On a new record, bring up the list of values for the Modifier No field. Select the manual modifier that was added to bucket = 1. Under column for New Price enter 200.

Click Apply.

Click Actions > View Adjustments Notice that the manual adjustment (200) is applied first. Then the 10% discount is applied on top of that value.