Oracle Fusion Pricing

Price Adjustment based on EFF at Order Line

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 1 of 28
Table of Contents
Create Value Sets....................................................................................................................................... 3
Create Flexfields........................................................................................................................................ 5
Add Sales Order related line Flexfield entities to Sales Service Context.............................................8
Add a new data set to Apply Matrices algorithm to enable Line Flexfield attributes..........................17
Enable Flexfield attribute for Matrix Class..............................................................................................20
Price List Change....................................................................................................................................... 22
Test Case.................................................................................................................................................... 24

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 2 of 28
Create Value Sets

Steps
1. Navigate to Setup and Maintenance
2. Go to Manage Value Sets task
3. Click “+” Create icon
Field Value
Value Set Code LineType_CUSTOM
Description LineType_CUSTOM
Module Application Flexfields
Validation Type Independent
Value Data Type Character
Value Subtype Text
Maximum Length 10

4. Click Save and close

5. Select Manage Values button

6. Click “+” Create icon
Field Value
Value WS
Description WholeSale
Enabled Checked

7. Click Save and close

8. Click “+” Create icon

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 3 of 28
 Field Value
Value Buy
Description Buy
Enabled Checked

9. Click Save and close

10. Click Save and close

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 4 of 28
Create Flexfields

Steps
1. Navigate to Setup and Maintenance
2. Go to Manage Extensible Flexfields task
3. Search for Name “Fulfillment Line Information”
4. Click “Edit”
5. Select Additional Fulfillment Line Information and click Manage Contexts from top
right.
6. Click “+” Create icon

Field Value
Display Name CustomerType
Code CustomerType
API Name CustomerType
Description CustomerType
Enabled Checked
Behavior Single Row

7. Go to Context Usage tab below

8. Click “+” Create icon

Field Value
Name Additional Fulfillment Line
Information
View Privileges None
Edit Privileges None

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 5 of 28
9. Click Save
10. In Context Sensitive Segments click “+” Create icon

Field Value
Name Customer Type
Code CustomerType
API Name customertype
Description Customer Type
Enabled Checked
Data Type Character
Table Column ATTRIBUTE_CHAR1
Value Set LineType_CUSTOM (the value
set created at first step)
Prompt CustomerType
Display Type List of Values

11. Click Save and Close

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 6 of 28
12. Click Save and Close in Edit Context: CustomerType
13. Click Done in Manage Contexts
14. In the Edit Extensible Flexfield: Fulfillment Line Information view select Additional
Fulfillment Line Information
15. Select Associated Contexts tab

16. Click “ ” Select and Add

17. Search for name “CustomerType” and Add
18. Select Pages tab
19. In “Category:Details” click on “+” Create

Field Value
Display Name CustomerType
Code CustomerType (delete any
blanks)
Description CustomerType
Usage Additional Fulfillment Line
Information

20. Click OK
21. Click “Save”

22. In CustomerType: Associated Contexts Details below click “ ” Select and Add
23. Search for name “CustomerType” and Add

24. Click Save and Close

25. Click “Deploy Flexfield”

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 7 of 28
Add Sales Order related line Flexfield entities to Sales Service
Context
Steps

1. In the Navigator, click Pricing Administration.

2. Click the Tasks panel and select Manage Service Mappings.
3. On the Manage Service Mappings page, you can view the predefined Sales service
mappings.
4. Click the Sales link.
5. From the Entities tab, click the Add Row icon, and enter the following values:
Field Value
Entity OrderLineEff_Custom
Description Sales Order Line to derive
customer type
Screenshot for your reference after keying the above data:

6. In the OrderLineEff_Custom: Details region, click the Add Row icon, and enter following
values:
Field Value
Attribute HeaderId_Custom
Type Long
Allow null Yes
7. In the OrderLineEff_Custom: Details region, click the Add Row icon to add another
attribute, and enter following values:
Field Value
Attribute CustomerType_Custom
Type String
Allow null Yes

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 8 of 28
8. In the OrderLineEff_Custom: Details region, click the Add Row icon, and enter following
values:
Field Value
Attribute EffLineId_Custom
Type Long
Primary Key Yes
Allow null Yes
9. In the OrderLineEff_Custom: Details region, click the Add Row icon, and enter following
values:
Field Value
Attribute FulfillLineId_Custom
Type Long
Allow null Yes

10. Click on the Save button

11. Click on the Services tab. In this tab, you will select the consumer service.
12. In the Services tab, select the PriceSalesTransaction service.
Screenshot for your reference:

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 9 of 28
13. In the PriceSalesTransaction: Details region
14. From the Entities tab, click the Add Row icon, and enter the following values:
Field Value
Entity OrderLineEff_Custom
Read Checked
Write Unchecked

Screenshot for your reference after keying the above information:

15. In the OrderLineEff_Custom: Entities region, from the Action drop-down list, select Add
Row.
16. Enter the following values:
Field Value
Attribute CustomerType_Custom
Read Checked
Write Unchecked

Field Value

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 10 of 28
 Attribute EffLineId_Custom
Read Checked
Write Unchecked

Field Value
Attribute FulfillLineId_Custom
Read Checked
Write Unchecked

Field Value
Attribute HeaderId_Custom
Read Checked
Write Unchecked

Screenshot for your reference after keying the above information

17. Click on the Save button

18. Click the Sources tab. In this tab, you will select the provider service.
19. In the Sources tab, select OrderHeader source.
Screenshot for your reference after selection:

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 11 of 28
20. In the OrderHeader: Details region, from the Action drop-down list, select Add Row.
21. Enter the following values:
Field Value
Entity OrderLineEff_Custom
Type View Object
View PricingLineInformation
Object Note: This is the EFF context name that
you have crated beforehand. Make
sure the name you enter matches with
the one you have created as a part of
Fulfillment Line Information Flexfield
object (FOM). Also check you are in
which patch build (PB) you are in, if
you are above PB5 then you need to
use View Definition name from EFF
ZIP
(FulfillLineEffBCustomerTypeprivat
eVO), else you can use this name.
Query Join
Type
Query FulfillLineId
Attribute Note: This attribute has to match with the
one that is part of the EFF entity
(Fulfillment Line Information – flexfiled
– FOM)
Joined Line
Entity
Joined LineId
Entity
Attribute

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 12 of 28
22. In the OrderLineEff_Custom: Details region, select the Attribute Mappings tab.
23. In the Attribute Mappings tab, from the Action drop-down list, select Add Row.
24. Enter the following:
Field Value
Attribute HeaderId_Custom
View Object HeaderId
Attribute
Note: This attribute has to
match with the one that is
part of the EFF entity
(Fulfillment Line Information
– flexfiled – FOM)

Field Value
Attribute CustomerType_Custom
View Object customertype
Attribute Note: This attribute has to
match with the one that is
part of the EFF entity
(Fulfillment Line Information
– flexfiled – FOM). Please
make sure the exact name
is provided here, otherwise
your business flow may not
work expected.

Field Value
Attribute EffLineId_Custom
View Object EffLineId

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 13 of 28
 Attribute Note: This attribute has to
match with the one that is
part of the EFF entity
(Fulfillment Line Information
– flexfiled – FOM)

Field Value
Attribute FulfillLineId_Custom
View Object FulfillLineId
Attribute Note: This attribute has to
match with the one that is
part of the EFF entity
(Fulfillment Line Information
– flexfiled – FOM)

25. Click on the Save button

26. In the Sources tab, select OrderLine source.
Screenshot for your reference after selecting:

27. Click on the Save button

28. In the OrderLine: Details region, from the Action drop-down list, select Add Row.
29. Enter the following values:

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 14 of 28
 Field Value
Entity OrderLineEff_Custom
Type View Object
View PricingLineInformation
Object Note: This is the EFF context name that
you have crated beforehand. Make
sure the name you enter matches with
the one you have created as a part of
Fulfillment Line Information Flexfield
object (FOM). Also check you are in
which patch build (PB) you are in, if
you are above PB5 then you need to
use View Definition name from ZIP
EFF
(FulfillLineEffBCustomerTypeprivat
eVO), else you can use this name. (In
this case it will be
Query Join
Type
Query FulfillLineId
Attribute Note: This attribute has to match with the
one that is part of the EFF entity
(Fulfillment Line Information – flexfiled
– FOM)
Joined Line
Entity
Joined LineId
Entity
Attribute

Screenshot for your reference after keying the above information:

30. In the OrderLineEff_Custom: Details region, select the Attribute Mappings tab.
31. In the Attribute Mappings tab, from the Action drop-down list, select Add Row.

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 15 of 28
32. Enter the following:
Field Value
Attribute HeaderId_Custom
View Object HeaderId
Attribute Note: This attribute has to
match with the one that is
part of the EFF entity
(Fulfillment Line Information
– flexfiled – FOM)

Field Value
Attribute CustomerType_Custom
View Object customertype
Attribute Note: This attribute has to
match with the one that is
part of the EFF entity
(Fulfillment Line Information
– flexfiled – FOM). Please
make sure the exact name
is provided here, otherwise
your business flow may not
work expected.

Field Value
Attribute EffLineId_Custom
View Object EffLineId
Attribute Note: This attribute has to
match with the one that is
part of the EFF entity
(Fulfillment Line Information
– flexfiled – FOM)

Field Value
Attribute FulfillLineId_Custom
View Object FulfillLineId
Attribute Note: This attribute has to
match with the one that is
part of the EFF entity

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 16 of 28
 (Fulfillment Line Information
– flexfiled – FOM)
Screenshot for your reference after keying in above information:

33. Click on the Save button

34. Click Save and Close. You now have added custom EFF entities with attributes.

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 17 of 28
Add a new data set to Apply Matrices algorithm to enable Line
Flexfield attributes

Steps

Navigate to the Pricing Administration Work Area

1. In the Navigator, click Pricing Administration.
2. Open the Tasks panel drawer.
3. Select the Manage Algorithms task.
4. Select Apply Matrices algorithm. There may be one or more versions of this algorithm.

5. Click the Actions menu and select Create Version.

Screenshot for your reference:

6. Review the values for the Edit Algorithm: Apply Matrices page:
Field Value
Name Apply Matrices
Status In progress
Version 2
Public Checked

7. Click on Apply Matrices.

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 18 of 28
8. In the list of steps click and select step 2 (Invoke Pricing Matrices -> Evaluate Pricing
Matrices) and add a data set.

Field Value
Name OrderLineEff_Custom (Data set has
to be in sequence, which should
be added last; press on down
arrow to move it last)
Variable Path PriceRequest.OrderLineEff_Custom
Cardinality Zero or one
Primary Unchecked
Data Set Join [FulfillLineId_Custom:{Line.LineId}]
Order By -

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 19 of 28
 Screenshot for your reference:
Data set OrderLineEff_Custom has to be in sequence, which should be added last,
below the Header and line entity data set; press on down arrow to move it last.

9. Click Save and Close.

10. The Manage Algorithms tab is open.
11. Click the Actions menu, and select Publish.
Screenshot for your reference:

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 20 of 28
Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 21 of 28
 Enable Flexfield attribute for Matrix Class
Steps

1. In the Navigator, click Pricing Administration.

2. Click the Tasks panel drawer, and select Manage Matrix Classes.
3. On the Manage Matrix Classes page
4. Click the Price List Charge Adjustment link.
5. In the Condition Column region, select the row, and change the Compare to Attribute
value:
Field Value
Name LineType
Source LineType
Code
Name
Compariso =
n
Compare OrderLineEff_Custom.CustomerType_Custo
to m
Attribut
e
Required Unchecked
Allow null Checked
Null is Checked
Wildcar
d
Domain Lookup if a custom lookup is created in
Type Manage Pricing Lookups task or Text
if it introduces a text at Price Adjustment
Matrix from Price list.
Lookup CUSTOM_LINE_TYPES (create a custom
lookup from Setup and Maintenance >
Manage Pricing Lookups with the
same values as value set created first
(WS &Buy) see below image); put
Domain Type (TEXT) if lookup is not
created.

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 22 of 28
6. Click on the Save button

Value Sets

----------------------------

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 23 of 28
Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 24 of 28
Price List Change
Steps

1. In the Navigator, click Pricing Administration.

2. Click the Tasks panel drawer, and select Manage Price Lists.
3. Search for the price list and open it

4. Click on the arrow next to Create Charge from right and select Create Price Adjustment
Matrix
5. Select “Line Type (=)” and click Next
6. Select “Adjustment Amount” OR “Adjustment Percent” and click Finish
7. Below at Sale Price: Price Adjustments click “+” Add row

Field Value
LineType (=) Select from list of values “WS” or other
values (if you introduce LOOKUP in
Matrix Classes) or introduce by hand
(if it’s TEXT) but it must match the
VALUE SET from EFF setup.
Adjustment Discount Amount
Type
Adjustment Example, 50.
Amount

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 25 of 28
 Adjustment blank
Basis

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 26 of 28
Test Case
Steps

1. Go to Create Order UI
2. Complete all the fields and introduce the item
3. The price from the price list appears without adjustment

4. Go to Line Actions > Edit Additional Information > go to CustomerType eff field
5. Introduce “WS” the same value from Price list

6. Go to Order Header Actions>Reprice Order

7. Now the adjustment is made based on LineType=”WS”

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 27 of 28
Copyright © 2024, Oracle and/or its affiliates. All rights reserved. Page 28 of 28