Modifiers in OM
Requirement-
Apply a header level fix freight charge, apply the discount and surcharge.
1. Freight and Special charge List
Creating the fixed price charge with lumpsum value of $11.
Oracle Pricing manager Navigation:- Modifiers- Modifiers
Select type as Freight and Special charge List
Enter name and number; I am entering both of them as ORA Fixed Freight
On the modifier summary tab enter the modifier number or use the auto generated number
Select level, modifier type and select pricing phrase (like where you want to apply the charge at order header level or line level).
On the discounts tab,
Enter charge name – for example Freight Costs
Also select application method – which is Lumpsum here
Enter how much value charge should be. I am entering $11 here.
Save the work.
Qualifiers –
We can restrict the modifier by entering the qualifier as customer name.
But before we do so we need to setup qualifiers
Navigate to Qualifier setup- Create group and enter the attribute
Once done come back on the modifier click on the line qualifiers
Once done save the work and run below request.
2. Create Discount modifier
Select type as Discount list and then enter name and number (which is ORA Low Price Discount)
Enter below details under modifier summary tab
Clicking automatic check box will automatically apply the modifier.
Clicking automatic check box will automatically apply the modifier.
Line qualifiers
3. Surcharge modifier using pricing formula
Create Formula- I am creating calculation as NVL(10,20) where 10 &20 are steps.
The logic is for the for item ORATEST_ORDER_ITEM I need surcharge of .3 so adding the same under factor list. And for rest of the items the value will be 0.
Save the formula and run below request.
Once done create modifier of surcharge type
Under discounts/charges specify the formula you have created.
Please note I am not entering any value here as the value will be applied from formula itself.
View the modifiers
Save the work and come back to order management and create a order you shall see the modifier and header level charge is being applied.
You can look the header level charge by actions and select charges
Similarly click on the order line, click on actions and select View Adjustment.
It will show the discount modifier being applied.
Note the list line which is the actual modifier number.
This explains Modifiers in Oracle R12
Thanks,
Ajay