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Qualifiers and Qualifier
Groups
Overview

Copyright © Oracle, 2007. All rights reserved.

Qualifiers and Qualifier Groups edu325by-121001080812-phpapp02.doc
Effective 07/13/07 Page 1 of 27 Rev 1

Qualifiers and Qualifier Groups
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Oracle Advanced Pricing

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Qualifiers and Qualifier Groups



Objectives



Overview of Qualifiers

• Qualifier Contexts: Flattened hierarchies where similar qualifying attributes can be
grouped into logical categories. The specificity is indicated by precedence.
• Qualifiers: Specific attributes that assist Oracle Advanced Pricing with defining the who
for benefit or price eligibility.
• Qualifier Value: Value you chose to associate with a qualifier attribute.



Creating Qualifiers for Price Lists or Modifiers



Creating List Qualifiers in Creation Flow (HTML UI)

Creating List Qualifiers in Creation Flow (HTML UI)
This diagram shows where you can add qualifiers in the guided steps for creating a price list or
modifier list in the HTML UI:
1. In the first step, enter the general information for the list such as the name, currency, and
description.
2. In the second step, assign the list qualifiers by attaching an existing qualifier group, or
creating new qualifiers.
3. In the last step, review the list details before saving and creating the list lines. Using the
guided flow model, you can identify the stage you are in the creation flow.



Creating Line Qualifiers in Creation Flow (HTML UI)

Creating Line Qualifiers in Creation Flow (HTML UI)
The modifier line create flow consists of the following guided steps:
1. Controls page: On this page, you will define pricing parameters such as when the pricing
adjustment/benefit will be applied (pricing phase and incompatibility group), how to apply
the adjustment (automatic and override flag), and calculation parameters (pricing bucket).
2. The next step is the Product and Benefit pages. Depending on the modifier line type, these
pages may be on a single page or two separate pages. On the Product page, you can define
what product can receive the benefit. You can further specify any pricing attributes or
volume requirements (if applicable) for your product.
3. The next step is to define the benefit. This may be the discount or surcharge adjustment,
free good products, or price break.
4. After defining the benefit, you can either add line qualifiers to the modifier by assigning
existing qualifier groups or add qualifiers.
5. On the last page of the flow, review all your setup before saving the line.
Note: You can also add, update, or delete qualifiers for an existing modifier line.



Typical Qualifier Setup (HTML UI)

Typical Qualifier Setup (HTML UI)
A qualifier consists of one or more qualifier conditions that are joined together by AND
conditions. Multiple qualifiers created for the same modifier or price list are joined by OR
conditions. For example (see slide), a customer qualifies for the list or line, only if the
customer name is Business World, Order type is Standard, and the order amount is between
1,000-15,000 OR the customer name is Business World and the price list is Corporate.
Common Qualifier
A Common qualifier contains mandatory conditions that must be met first before the other
qualifier conditions are considered. You can define a common qualifier by selecting this is a
common qualifier check box on the Create or Update Qualifier pages.
Note: In the forms UI, the common qualifier is identified with a grouping number of -1.



Qualifier Terminology

Qualifier Terminology
• Attribute: Specific attributes that assist Oracle Advanced Pricing with limiting the who for
benefit or price eligibility.
• Context: Flattened hierarchies where similar qualifying attributes can be grouped into
logical categories. The specificity is indicated by precedence.
• Value: Value you chose to define for a qualifier attribute.



Example of Qualifier Hierarchy

Example of Qualifier Hierarchy
You can set up hierarchies using qualifier contexts and attributes. The following table
illustrates a hierarchy with different levels of qualifier attributes. For example, you could create
a qualifier context of Geography and define additional attributes such as State and Territory.



Qualifiers (HTML UI)

Qualifiers (HTML UI)
If ALL the qualifier conditions are met within the qualifier, then the qualifier evaluates as true,
and the modifier or price list can be applied.



Unique Qualifiers (HTML UI)

Unique Qualifiers (HTML UI)
Multiple conditions within the same qualifier (each unique qualifier) are joined to each other
by AND. Multiple unique qualifiers are joined by OR conditions.



Common Qualifiers (HTML UI)

Common Qualifiers (HTML UI)
A Common qualifier enables you to make a qualifier a mandatory condition across all
qualifiers for a price list or modifier.
For example, suppose you wanted to give a 10% discount with the following qualifying
conditions.
• Qualifier 1: Customer is Preferred status or
• Qualifier 2: Customers must order more than $150 from your web site.
So far the customer can receive the discount if their status is Preferred OR if they order more
than $150 from your web site. However, suppose you wanted to make a mandatory condition
that the customer must pay by Credit Card.
To do this, you must set up a Common Qualifier where the payment method = Credit Card.
• Common Qualifier: Payment method is Credit Card
This makes it a mandatory condition across all qualifiers. This means that either Qualifier 1
OR Qualifier 2 could qualify but regardless, the payment method must be Credit Card.



Applies To Party Hierarchy check box

Applies to Party Hierarchy check box
The Applies to Party Hierarchy check box is enabled only for attributes that are based on
Oracle TCA (Trading Community Architecture) Parties and if the Party Hierarchy Enabled
check box has been selected for this attribute on attribute management setups. See the Oracle
Advanced Pricing Implementation Manual for more details.
Hierarchies consist of tiered relationships where one party is ranked above another; for
example, a corporate hierarchy where different companies are related as parent, subsidiary,
headquarters, division and so on. If Applies To Party is selected, then the modifier adjustment
or price list (depending on what the qualifier is set up for) would be available to the parent
party specified in the Attribute Value field and its subsidiaries. This saves you time from
creating multiple qualifiers, one for each subsidiary or division.



Creating Qualifier Groups

Creating Qualifier Groups
When a qualifier group is attached to a price list or modifier, all the qualifiers in the qualifier
group are assigned to the modifier or price list.
Note: You can create qualifier groups only in the Forms-based UI.



Forms UI: Qualifier Grouping Number

Forms UI: Qualifiers Grouping Number
Order Management Super User Responsibility
(N) Pricing > Price Lists > Price List Setup (T) Qualifiers (B) Copy Group
When you attach qualifier groups, you are attaching all of the qualifiers in the qualifier group.
The qualifier grouping number is important when you attach multiple qualifiers because it
indicates to the pricing engine how to evaluate the qualifiers:
• Qualifiers with the same grouping number are evaluated as a boolean AND condition (an
entity must meet all of the conditions to qualify).
• Qualifiers with different grouping numbers are evaluated as a boolean OR condition (an
entity must meet one of the conditions to qualify).
Before you attach multiple qualifier groups, you must indicate how the process should
coordinate the grouping numbers. You select one of the following grouping number options:
• Retain Grouping Numbers Across Qualifier Groups: The grouping numbers of each
attached qualifier remains as it appears in its qualifier group. In this case, the collection of
attached qualifiers does not mirror the AND and OR combinations within each of the
original qualifier groups.



• Generate Unique Grouping Numbers Across Qualifier Groups: The process maintains the
AND and OR combinations within each of the original qualifier groups and then create
OR conditions between the groups. It attaches the first qualifier group with grouping
numbers as is, then finds the highest grouping number used, increases it by one, and
increases all of the grouping numbers of the second group by this number. It attaches
subsequent groups in the same manner, using the highest grouping number used by the
just previously attached group.
• Both: If you attach qualifiers using one option and then re-access the window and attach
additional qualifiers using the other option, the second round qualifiers attach differently
depending on the option. If the second round option is Retain Grouping Numbers Across
Qualifier Groups, the process attaches those qualifiers among the already existing
qualifiers. If the second round option is Generate Unique Grouping Numbers Across
Qualifier Groups, the process begins attaching groups using grouping numbers
incremented from the highest existing grouping number.
Refer to Practice - Create a Qualifier Group [LAB30FDY]



Appending Qualifier Groups

Appending Qualifier Groups
When a qualifier group is appended to a modifier or price list, all the qualifiers in the qualifier
group are attached to the modifier or price list. You can append but not create a qualifier group
in the HTML UI. You must use the Forms UI to create qualifier groups.



Qualifier Grouping Number (Forms UI)



Selected Qualifier Groups

Selected Qualifier Groups
The grouping numbers within group G1, for example, create the qualification that the entity
qualifies if it meets condition Q1 OR (condition Q2 AND condition Q3) OR condition Q4.



Appending Qualifier Groups (Forms UI)

Appending Qualifier Groups (Forms UI)
Order Management Super User, Vision Operations Responsibility
(N) Pricing > Price Lists > Price List Setup (T) Qualifiers (B) Copy Group
1. Select Copy Group to display the Qualifier Groups window.
2. Select the qualifier groups that you want to attach. All the qualifiers that are associated
with the group will appear in the Qualifiers tabbed region.
3. Select one of the grouping options (Retain Grouping Numbers Across Qualifier Groups or
Generate Unique Grouping Numbers Across Qualifier Groups).
4. After selecting the qualifier groups that you want, attend to the grouping numbers to verify
that the window displays the correct combination of AND and OR conditions.



Retaining Grouping Numbers Across Qualifier Groups

Retaining Grouping Numbers Across Qualifier Groups
This table shows the results of combining the sample qualifier groups using the option Retain
Grouping Numbers Across Qualifier Groups. The table emphasizes the combination of
qualifiers from different qualifier groups into the same qualifier grouping number.



Generating Unique Grouping Numbers Across Qualifier Groups

Generating Unique Grouping Numbers Across Qualifier Groups
This table shows the results of combining the sample qualifier groups using the option
Generate Unique Grouping Numbers Across Qualifier Groups. The table emphasizes the
preservation of each qualifier group with recalculation of qualifier grouping numbers.



Summary



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