PMCLTD

1
PMCLTD

• Setting Up and Using
• Item Categories for Pricing
• NCOAUG
• August, 2003

Kimberlee DeLong Parker Management Consultants,
Ltd kdelong_at_pmcltd.com www.pmcltd.com
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Overview of Setting Up And Using Item Categories
for Pricing
Item Categories can be setup and used
specifically for pricing purposes. These
categories can be different from the Item
Categories used for Inventory and/or Purchasing
Item Categories. Setup includes creating and/or
compiling a specific Item Category Key Flexfield
to be used for Pricing, then assigning this
structure as the Default Category Set to the
functional area used by Pricing. Valid Category
Codes also need to be entered before items can be
assigned to the Pricing Category. Pricing
Categories can then be used to enter, copy,
and/or adjust Price Lists. Line Level Modifiers
for pricing adjustments can also use the Pricing
Category. By using Pricing Categories,
maintenance of price lists and modifier setup can
be completed more efficiently.
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Basic Setups of Item Categories to be Used for
Pricing
For demonstration purposes, knowledge of Key
Flexfields and Value Sets are assumed. This is
based on 11.5.4 Functionality, OM Patchset G.

• Setup Step One Create and Compile the Item
  Category Key Flexfield.
• Navigation From an Order Management Super User
  ResponsibilitygtSetupgt FinancialsgtFlexfieldsgt
  KeygtSegmentsgtClick on FlashlightgtSelect Oracle
  Inventory-Item CategoriesgtClick on the OK Button
• Place your cursor in the Structure Code field and
  create a new Structure Code or used the seeded,
  PRICELIST_ITEM_CATEGORY, and click on the
  Segments button.
• Enter the Name(s), Window Prompt(s), Column(s),
  and Value Set(s) for the number of Segments
  needed to categorize items for pricing. Up to 20
  segments can be defined with each having a
  different Value Set.
• Save and Close the Segments Summary Form.
• Freeze and Compile the Flexfield. Concurrent
  Requests will be submitted when compiling.
• Note Confirm that your Concurrent Requests
  complete successfully.

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Basic Setups Continued

• Setup Step Two Create the Category Codes for
  the Pricing Category Set, based on the above
  Flexfield Structure.
• Navigation From an Order Management Super User
  ResponsibilitygtSetupgtItemsgt CategoriesgtCategory
  Codes
• From the List of Values, Select the Structure
  Name of the above enabled Key Flexfield from Step
  One. Click on the Find Button.
• To add categories, click on the Green Plus ()
  Icon. It is important to include a
  Description when setting up Category Codes, as
  some seeded forms and reports point to the
  Description field instead of the Category field.
• Save and Close the Categories Form.
• Note A Category Code, such as Undefined or
  Unassigned needs to be setup to be used as the
  Default Category for items that have been setup
  but not yet assigned to the Pricing Category.

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Basic Setups Continued

• Setup Step Three Setting up the Pricing
  Category Set. The Category Set is what links
• the Item Category Key Flexfield Structure to the
  Category Set name.
• Navigation From an Order Management Super User
  ResponsibilitygtSetupgtItemsgt
• CategoriesgtCategory SetsgtChoose an
  Inventory Organization
• Enter a Category Set Name and Description.
• From a List of Values, select the Flex Structure
  of the above enabled Key Flexfield structure from
  Step One.
• Enter the level of control at the Master or Org
  Level.
• From a List of Values, select the Default
  Category code previously defined in
• Step Two (such as Undefined or Unassigned).
• 4. Save!

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Basic Setups Continued
Categories can be assigned to items from the
Category Set form by clicking on the Assign
Button. This is recommended for assigning groups
of items to categories. -OR- From the Item Master
form by clicking on the Tools Icon and selecting
Categories.

• Setup Step Four Assigning Items to the Pricing
  Categories.
• Navigation PathgtFrom an Order Management Super
  User Responsibilitygt SetupgtItemsgtCategoriesgtCatego
  ry SetgtChoose your Inventory OrggtClick on the
  Flashlight IcongtSelect the Category Set created
  in Setup Step Three
• Click on the Assign Button.
• Query the Items to assign Pricing Categories.
• Place your cursor in the Category field.
• Click on the List of Values and select a Pricing
  Category Code.
• Place your cursor in each of the items and repeat
  the above steps. If the Category Code will be
  the same as the item above, place the cursor in
  the category field of the item to be defined,
  then press the Shift and the F5 key
  simultaneously. This will copy the record above
  into the current field.
• Save!
• Note Clicking on the Accept Button will take
  you back to the previous form
• without saving. When exiting that screen, you
  will receive a message
• reminder to save any changes.

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Basic Setups Continued

• Setup Step Five Setting up the Default Pricing
  Category Set.
• Navigation From an Order Management Super User
  ResponsibilitygtSetupgtItemsgt CategoriesgtDefault
  Category Sets
• Note This is where the Pricing Category Set
  (and Flexfield Structure) is linked
• to the Pricing functional area. The
  functional area for Pricing is Order Management.
  This setup determines which category set can be
  used in price lists and modifiers in the pricing
  functionality in Order Management and/or Advanced
  Pricing.
• Place your cursor in the Category Set field for
  the Functional Area, Order Management.
• From a List of Values, select the Pricing
  Category Set previously created in Setup Step
  Three.
• Save!
• Warning! Warning! Warning! The only way to
  change the Default Category Set for a Functional
  Area once items have been assigned to the
  category is to update the items with the new
  default category set before updating the Default
  Category Set associated with the Functional Area.
  Failure to do these steps will result in the
  Error Message 'App-5115 You must assign all
  items of this type to new set first'.

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Using Item Categories for Pricing
Once the Pricing Item Categories have been setup,
you are now ready to use in the pricing
functionality in Order Management and/or Advanced
Pricing.
Entering Price List lines by Item Pricing
Category Navigation From an Order Management
ResponsibilitygtPricinggt Price ListsgtPrice List
SetupgtIn Pricing Lines, Select Item Category for
the Product Attribute fieldgtSelect the Pricing
Category for the Product Value field Copying
Price Lists, Adjusting Price Lists, Adding Items
to the Price List With the above functionality,
you have a choice of Category Sets and are not
restricted to the Pricing Category Set. You have
the option of Category Sets for Inventory,
Purchasing, Pricing, etc. Navigation From an
Order Management ResponsibilitygtPricinggtPrice
ListsgtCopy Price List (or Adjust Price List or
Add Items to Price List)gtSelect an Item Category
SetgtSelect the Item Category
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Using Item Categories for Pricing...

• Note If the Descriptions were not added when
  the Category Codes were setup, the
• List of Values for the Item Category field will
  not be available to be viewed. Refer to Setup
  Step Two.
• Entering Pricing Adjustments or Modifiers
• Navigation From an Order Management
  ResponsibilitygtPricinggt ModifiersgtModifier
  SetupgtIn Modifier Lines, Select Item Category for
  the Product Attribute fieldgtSelect the Pricing
  Category for the Product Value field

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PMCLTD

• Setting Up and Using
• Item Categories for Pricing
• Q A
• NCOAUG
• August, 2003

Kimberlee DeLong Parker Management Consultants,
Ltd kdelong_at_pmcltd.com www.pmcltd.com