Creating a Qualifier Group

In the Qualifier Group window, you can create a new qualifier group consisting of associated qualifiers. An example of a qualifier group could be:

The Qualifier Group can use seeded qualifiers (source attributes) such as Customer Name and Order Amount or your own qualifier attributes. These qualifiers could come from one or more qualifier contexts.

Note: You can create qualifier groups in the Forms-based user interface only.

Example of Qualifier Group

Customer must be in territory WEST and Order Amount must be between $2,000 and $5,000 or Order Type must be Standard.

Create a qualifier group, for example, West1. The following table demonstrates field values to define the qualifier group West1.

Grouping Number Context Attribute Operator Value From Value To
1 Geography Territory = West Null
1 Volume Order Amount Between 2,000 5,000
2 Order Order Type = Standard Null

arrow icon   To create a qualifier group:

  1. Navigate to the Qualifier Group window.

  2. Enter the qualifier group Name and a Description.

  3. In the Qualifiers tab, enter a Grouping Number:

    You must enter the exact values for Start Date and End date for each qualifier with a qualifier group when simulating an AND condition. If different dates are entered in either field, then the pricing engine will ignore the entire qualifier grouping. For more information on conditions set up with grouping numbers, see Using Qualifier Grouping Numbers .

  4. Select a qualifier Context.

  5. Select a qualifying Attribute for the selected context.

  6. In the Operator field select a value (=, BETWEEN, NOT =)

  7. Enter values in the Value From and Value To fields. You can select values based on the value set definition of the qualifier attribute chosen.

    Some qualifiers use large value sets, for example, those based on all customers. To reduce the number of items that appear in the Value From and Value To fields, you can enter search criteria in the field, and click the list of values indicator.

    Note: If you do not enter search criteria and click the list of values indicator, a warning advises you that you have not entered search criteria and that the search may take a long time. To view a reduced list of values, click No, enter search criteria, and click the list of values indicator. To view the entire list of values display, click Yes. If you do not want to see the list of values, click Cancel. Set the profile option QP: Valueset Lookup Filter to avoid this message.

  8. The Value From Meaning field displays additional details about the qualifier when you query a qualifier after saving it. For example, if the context is CUSTOMER and the attribute is Ship To, Value From displays the customer name and Value From Meaning displays the site use location for the customer. If the context/attribute combination has no additional details, Value From and Value From Meaning are identical.

  9. In the Start Date field, enter an optional date that the qualifier becomes active.

  10. In the End Date field, enter an optional date that the qualifier becomes inactive.

    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.

  11. Save your work.