Attribute Mapping MFG - OM - Advisor - Webcast - 2013 - 0820 PDF

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Oracle Advisor Webcast

Extending Pricing Functionality using
Attribute Mapping
Devaraju Holenarasipur
Agenda
Overview
Components of Attribute Mapping
Setup steps to implement Attribute Mapping
Testing Attribute Mapping
Troubleshooting Attribute Mapping Issues
Summary
What is Attribute Management?

Attribute management is the process of setting up and managing
contexts and attributes used in Oracle pricing

Attributes enable you to define pricing rules such as qualifiers and
pricing attributes to drive your pricing actions

For example, creating a discount for Woolen items in summer
(summer is an attribute and Season is the context)
What is an Attribute?
An attribute is nothing but a variable that stores and passes the values
to the pricing engine to drive the required Price lists and modifiers in
Advanced pricing.
Attributes
Transaction
Price lists
and
Modifiers
Attributes are used within Pricelists, Qualifiers, Modifiers and Pricing
Formulas
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Types of Attributes
Seeded Attributes:
Pre-seeded when the Advanced pricing module is installed.
E.g. Customer Name, Customer Class, Ship To, Bill To, Sales Channel
Non Seeded Attributes(Custom Attributes):
These can store data captured from outside Oracle Pricing and control
the pricing action.
E.g. - Provide discount on tablet pc based on the internet plan the customer buys
- Provide discount based on the color of the car
Some Of The Commonly Used Terms

Context and Attributes
Pricing Transaction Entity(PTE)
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Contexts and Attributes

Contexts : A group of related pricing elements that can have attributes
linked to them. Nothing but the containers for the attributes

Attributes : Specific values within a context used for deriving the price
lists and modifiers
- Customer context has
multiple attributes that
characterize the customer
such as Customer Name Ship
To, Bill To e.t.c.
- You can create up to 100
attributes per context.
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Contexts
There are three types of Context: Product, Pricing and Qualifier
(N)Setup > Attribute Management > Contexts and Attributes
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Product Context and Attributes

Define the product hierarchy and are related to product information.
The product context Item may consist of attributes such as
Item Number and Item Category.
For E.g. We want this discount to get applied on item Demo Item 002.
Product Context : Item
Product Attribute : Item Number( PRICING_ATTRIBUTE1)
Value = Demo Item 002
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Pricing Contexts and Attributes

Pricing Contexts are associated with pricing attributes.
They further define eligibility for a price list line or modifier.
They can be used for a price list line, as a formula component, or in
Modifiers.
E.g. Example: you may want to give a discount based on total freight
costs (freight costs being the pricing attribute)
Pricing Context : PRICING ATTRIBUTE
Pricing Attribute : Freight Cost (PRICING_ATTRIBUTE19)
Value = 1000 USD
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Qualifier Contexts and Attribute

Qualifier Contexts and its attributes can be used to create qualifiers that
determine eligibility for a modifier (who is eligible to receive the modifier).

Qualifiers can be attached to price lists (only in Advanced Pricing)
and modifiers.
E.g. Provide 10% discount for customer Name=ABC
Qualifier Context : CUSTOMER
Qualifier Attribute : Customer Name (QUALIFIER_ATTRIBUTE2)
Value = ABC
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Pricing Transaction Entity(PTE)

A group of applications sharing the same setup
data and Attributes.

For e.g. Oracle Istore and Oracle Order Management belong
to same PTE called Order Fulfillment
( as both these applications share the same setup)
Attributes are linked to the specific PTE

Seeded PTEs in Advanced Pricing:
Order Fulfillment (ORDFUL)
Procurement (PO)
Complex MRO (CMRO)
Demand Planning (DEMAND)
Intercompany Transaction (INTCOM)
Logistics (LOGSTX)
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Attribute Mapping Scenario

Discount will be given on a DEMOTablet PC item based on the following criteria
Buyer Option
Discount
Student Plan
15% Discount
Corporate Plan
10% Discount
General Plan
5% Discount
An Additional Discount is given on the above item based on the internet usage plan
they buy along with the item

Internet Usage Options
Discount
Internet Usage 0- 400 min
10% Discount
Internet Usage 401- 900 min
15% Discount
Internet Usage >901 min
20% Discount
If we choose Student Plan and Internet usage option 2(>400 min), pricing engine calculates Unit Selling
Price as 1445 i.e. 2000(list price)*.85(Student Plan)*.85(Internet usage option 2)

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Generic Attribute Mapping Setup Steps

Create a New/existing Context
Define The Attribute For the Context

Link and Map Attribute to the PTE
Define Attribute Mapping Rules
Test Your setup
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Attribute Mapping Setup Steps

1. Identify the source of Data Capture (Order Management)
2. Configure Order Management DFF
3. Create a context and define the required attributes
4. Map the attribute to the source(PTE)
5. Device method to use the new attribute
Create a formula, Create a modifier and reference the formula
6. Test the scenario
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1. Source Application for captured data

Oracle Order Management (OM) uses the flexfield structure
for capturing pricing attributes.

For this demo purpose we capture the Buyer Option
and Internet Usage option in order management as DFF segments.

Its Important to note that you must set up pricing attributes from the
Context and Attributes setup menu and not in flexfields (If this is not
done, attribute setup may not be available in QP tables).
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2. DFF Setup in Order Management

Define Value sets:
OM Superuser, Vision Operations >(N) > Setup >Financials> Flexfields>Validations>Sets
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DFF Setup in Order Management

Define another Value set to capture Internet Usage Option
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DFF Setup in Order Management

OM Superuser, Vision Operations >(N) > Setup >Financials> Flexfields>Descriptive>Segments
DFF
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Freeze and Compile DFF
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3. Create Context in Advanced Pricing

Decide on whether to use a new context or use an existing context
- Its important to note that the requirement here is to apply discount on

the sales order line item.
- Hence we need a modifier to do that and a pricing formula to
implement the business logic
- This will ensure we need to use a pricing attribute along with
Pricing Formula.
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Create a New context

Pricing Manager>Setup> Attribute Management > Context and Attributes
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4. Link Attribute to the PTE

(N)Pricing Manager>Setup> Attribute Management > Attribute Linking and Mapping
Click here
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Note on different Attribute Mapping Methods
Decide how the pricing engine derives the value for the attribute at run time
- User Entered
: Attribute value is entered by the user
- Attribute Mapping: The pricing engine derives information from other Oracle
Applications and non-Oracle data sources.
- Custom Sourced: Custom code is used to derive an attribute
- Runtime Sourced: The pricing engine derives a runtime sourced value using a custom API
Note: If you use Attribute Mapping method, then you need to run the build attribute mapping
rules program.
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Link Attribute to the PTE

Pricing Manager> Setup>Attribute Management> Attribute Linking and Mapping
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User Value String

Map Order Management to Line Level API
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User Value String
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How to Identify User Value String

Some more examples of identifying user value strings
- OE_ORDER_PUB.G_LINE. SHIP_FROM_ORG_ID(Line Level in OM)
- OE_ORDER_PUB.G_HDR.SOLD_TO_ORG_ID (Header level in OM)
- ASO_PRICING_INT.G_HEADER_REC.cust_account_id (Header Level In Order capture)
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Run Build Attribute Mapping Rules request
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Check if the request completes Normal
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How do we proceed further?

Use the captured data inside a formula and use factor lists
Need to provide discount at the order line level.
This means we need to create a modifier for this purpose
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5. Create Pricing Formula

(N)Pricing Manager> Pricing Formulas>Formulas Setup
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Factor List for Buyer Attribute
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Factor List for Internet Usage Attribute
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Pricing Formula
Formula Expression: 1*NVL(2,4)*NVL(3,4)
Following are the steps created for the above expression.
Step 1: capture the List price
Step2 : Capture the Buyer Option(PRICING_ATTRIBUTE13)
Step3 : Capture the internet Usage Option (PRICING_ATTRIBUTE14)
Step4 : Return Numeric constant value as 1
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Create a price list line for Demo item in corporate Pricelist

(N)Pricing Manager > Price Lists> Price List Setup
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Create a Modifier and Reference Pricing Formula

(N)Pricing Manager>Modifiers>Modifier Setup
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6. Test the scenario in Order Management

(N)Order Returns> Sales Order
Enter the order and in the flexfields choose the context and enter segment
details
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Test the scenario in Order Management

(B) Actions > View Price Adjustments
43

Now Create another Order with different set of Attributes
44

(B) Actions > View Price Adjustments
45

Users are expecting a modifier to get applied and it is not getting applied
is one of the common issue.
Step1: Run the below requests and check if they get completed normal
1. Run Build Attribute Mapping Rules

(Note: Users should not be entering orders/access the pricing engine while this runs)
2. Run QP: Maintains the denormalized data in QP Qualifiers

3. Build Formula Package Program
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Step2: collect QP_LIST_LINE_DETAILS.sql output(Refer Doc ID 163913.1)
Step3: Generate OM Debug,
Set OM:Debug to 5 at User Level
- Open sales order lines and set debug on via Tools > Debug
- Note down debug log name
- Go to Actions -> Price Order
- Turn debug off via Tools > Debug
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Analyze the OM Debug log file

Look for the string Pricing Event: and check the values are sourced correctly for the
contexts and attributes.
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-----------------New Engine Call----------------------
Pricing Event: LINE,
Pricing Engine Version: /* $Header: QPXGPREB.pls 120.70.12010000.54 2011/08/26 06:02:17 jputta ship $ */
Java Engine not Installed ----------
G_SECURITY_CONTROL: OFF
G_CURRENT_USER_OP_UNIT: 204
In direct insert Loop / performance path
Before Pricing Line Index: 1
================================
=CONTEXT PASSED: DEMO_TABLET
=ATTRIBUTE
=VALUE
=LINE INDEX
================================
=CONTEXT PASSED: DEMO_TABLET
=ATTRIBUTE
=VALUE
=LINE INDEX
================================
: PRICING_ATTRIBUTE13
: Student
:1
: PRICING_ATTRIBUTE14
: 500
:1
Analyze the OM Debug log file

Further scroll down and see if the formula has been executed correctly
After populating plsql table of formula lines

Before Calling - QP_BUILD_FORMULA_RULES.Get_Formula_Values
For Formula : 1*NVL(2,4)*NVL(3,4)
After Calling - QP_BUILD_FORMULA_RULES.Get_Formula_Values
Return Status from Get_Formula_Values S
Formula evaluated to 1445
Formula Return Status S
##### Total Time in QP_FORMULA_PRICE_CALC_PVT(in sec) : .02 #####
Formula return status: S
Formula Base Price : 1445
calling Set_Order_List_Rltd
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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Oracle Advisor Webcast Program

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Future Advisor Webcasts

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Safe Harbor Statement

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Oracle Advisor Webcast

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

What is Attribute Management?

contexts and attributes used in Oracle pricing

pricing attributes to drive your pricing actions

(summer is an attribute and Season is the context)

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Attributes are used within Pricelists, Qualifiers, Modifiers and Pricing

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Some Of The Commonly Used Terms

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Contexts and Attributes

linked to them. Nothing but the containers for the attributes

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Product Context and Attributes

Item Number and Item Category.

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Pricing Contexts and Attributes

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Qualifier Contexts and Attribute

determine eligibility for a modifier (who is eligible to receive the modifier).

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Pricing Transaction Entity(PTE)

data and Attributes.

Attributes are linked to the specific PTE

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Attribute Mapping Scenario

they buy along with the item

Internet Usage 0- 400 min

Internet Usage 401- 900 min

Internet Usage >901 min

Price as 1445 i.e. 2000(list price)*.85(Student Plan)*.85(Internet usage option 2)

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Generic Attribute Mapping Setup Steps

Define The Attribute For the Context

Define Attribute Mapping Rules

Test Your setup

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Attribute Mapping Setup Steps

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

1. Source Application for captured data

for capturing pricing attributes.

and Internet Usage option in order management as DFF segments.

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

2. DFF Setup in Order Management

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

DFF Setup in Order Management

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

DFF Setup in Order Management

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Freeze and Compile DFF

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Price as 1445 i.e. 2000(list price).85(Student Plan).85(Internet usage option 2)