A qualifier consists of one or more conditions that define eligibility for a particular price, discount, promotion, or benefit. You can create qualifiers and assign qualifier groups to modifiers lists, modifier lines, and price lists. You can create different qualifying conditions depending on how you set up your qualifiers. The different qualifying rules are outlined as follows:

A qualifier condition defines an eligibility rule, for example, the customer name must be Vision Operations. You can set up one or more conditions for a single qualifier. Multiple conditions within the same qualifier are joined to each other by AND:

• Condition 1: Customer Name must be Vision Corporation AND

• Condition 2: Order Type must be Standard AND

• Condition 3: Credit Type must be Good

If ALL the qualifier conditions are met, then the qualifier evaluates as true, and the modifier or price list can be applied.

Each separate qualifier created for a modifier or price list is called a unique qualifier. Unique qualifiers are evaluated by an OR condition; for example, either Qualifier 1 OR Qualifier 2 can qualify before the price list or modifier is applied.

Each unique qualifier may consist of one or more conditions. The conditions for each unique qualifier are still joined by AND and must evaluate as true before the modifier or price list is applied:

• Qualifier 1

  • Customer = Vision Operations

    AND (Within Qualifier 1, these conditions are ANDed together.)

  • Customer Class = Gold Standard

  OR

• Qualifier 2 : Customer Region = Western

A Common Qualifier is used to create a mandatory condition across all qualifiers. A common qualifier consists of conditions that are joined by AND to all qualifiers in a table. When created, it displays on the qualifier table as a Common Qualifier.

Select the Common Qualifier box to make the qualifier a common qualifier. The search engine processes the common qualifier conditions first, and only processes other unique qualifiers if the pricing request qualifies for the common qualifier conditions.

For example, suppose you wanted to give a 10 percent discount with the following qualifying conditions.

• Qualifier 1: Customer is Preferred status.

• 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 to make 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.

   To create a qualifier:

1. Click Create Qualifier to display the Qualifiers: Create Qualifier page. In the Create Qualifiers page, you can create a qualifier and append an existing qualifier group.

   Note: The page name may vary depending on the modifier type or price list associated with the qualifier.

2. Complete your entries:

   • This is a common qualifier: Optionally, select this check box to define the qualifier as a common qualifier. The conditions defined for a common qualifier will apply in addition to all unique qualifiers.

     Note: When creating a new qualifier, if a common qualifier has been created, the conditions of the common qualifier are displayed as read only.

   • Attribute: Defines a qualifying condition such as the Customer Class (attribute) must be Platinum. You can create one or more conditions for each qualifier. Each condition within a qualifier are linked by AND conditions which means that each condition must be met before the qualifying conditions are satisfied.

     Note: If the qualifier attribute is invalid, then the pricing engine will not apply the price list or modifier.

   • Value From/Value To: If you define a Value From/To range using negative numbers, enter the range from lowest to highest value. For example, to define a Volume Order Amount between -99999 to -1, enter the Value From = -99999 and the Value To = -1.

   • Applies To Party Hierarchy: This check box is enabled only for attributes that are based on Oracle TCA (Trading Community Architecture) Parties and Party Hierarchy Enabled flag has been selected for this attribute on attribute management setups. See the Oracle Advanced Pricing Implementation Guide 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.

   • Start/End Dates: If a qualifier has effective dates, then the pricing entity (such as a modifier) will be applied if the conditions of the qualifier are met within the specified dates. Once the qualifier expires, the pricing engine will not evaluate that price list or modifier list. The alternative is to delete the qualifier from the list.

     Warning: When a qualifier is attached to a price list or modifier header, the effective dates of the qualifier determine the effective dates for the price list or modifier list not the effective dates defined in the price list or modifier list window. For example, suppose you create a price list with an effective start date of 23-NOV-2005 and no end date. Then you create a qualifier at the header level with effective dates of 10-NOV-2005 and 12-NOV-2005 for customer Computer Service and Rentals. However, after 12-NOV-2005, the price list will not be valid for Computer Service and Rentals or any other customer and the price list expires.

   Optionally, click Add Another Row to add another qualifier condition, or Create Qualifier to add a Unique Qualifier.