A modifier list contains general information that applies to all modifier lines created for the list. You can use modifier lists and lines to adjust net prices either up or down through modifier actions such as discounting, adding surcharges, charging for shipping, or adjusting price based on promotional pricing.

In the HTML UI, you can create the following modifier list types.

• Deal

• Discount List

• Promotion

• Surcharge List

  Note: You must use the Oracle Forms-based UI to create a Freight and Special Charge list.

For each modifier list type, you can create modifier lines that define the price adjustment or benefit to be applied to the pricing requests. To view which modifier line types are supported for each modifier list, see Creating Modifier Lines (HTML Interface).

Creating a modifier list and modifier lines involves the following steps:

1. Enter general modifier list information.

2. Create qualifiers that define eligibility rules for the modifier list. For example, the customer must be a Gold class customer to receive the adjustments and benefits for the modifier list.

3. Review and then save the modifier list.

4. Add modifier lines to the modifier list to define the type and amount of price adjustment or benefit offered.

5. Make the modifier list active by navigating to the General Information page and clicking the Active check box.

   Modifier List Concepts:

The pricing engine applies modifiers to sales orders of the same currency. If a specific currency is selected, such as U.S. dollars (USD), then the modifier list can only be used with a price list with a matching base currency or to currency (for a multi-currency price list).

Select Optional Currency if currency is not used as a criteria to select modifiers for the order (this selection leaves the Currency field in the modifier list blank). Selecting optional currency can provide the following advantages to your business:

• Enables your business to reduce the number of modifiers required to support sales orders in all currencies for which you do business. For example, Optional Currency could be selected for modifiers that are set up with the application method of Percent, since these modifiers could be applied to any sales order regardless of the currency (since no currency conversion is required).

• Reduces the cost of setup and maintenance of modifiers.

• Reduces the cost of data storage.

  Note: Although Optional Currency is applicable to all modifier types and application methods, it may not be appropriate for all types of modifiers since no currency conversion is done with such modifiers. You must determine if it suits your business requirements and in what situations.

The Pricing For Global Use box identifies if this modifier list and lines are available to all operating units or a specific operating unit.

• If selected, then the modifier list and lines are available for all operating units.

• If cleared, then the Operating Unit field appears:

  • If multi-org access is not enabled, the operating unit value is provided by default from profile MO: Operating Unit. This operating unit field cannot be updated by users.

  • If multi-org access is enabled, the operating unit value is provided by default from profile MO: Default Operating Unit. Users can override this default and select an operating unit that they have access to as defined by MO: Security Profile.

  The pricing engine will only consider this modifier if the order has the same operating unit.

The Pricing For Global Use check box appears only after you run the Security Control concurrent program to turn on security. To confirm the security status for your installation, view the profile QP: Security Control to see if security is on or off. Once security is on, all newly created modifier lists will have the global box selected as a default. For more information on pricing security, see the Oracle Advanced Pricing Implementation Guide.

If the By Request Only check box is selected, the customer must specifically request to have the modifier benefit applied (for example, by providing a special discount number), otherwise it will not be applied. This check box is only available for modifier list types of Deal and Promotion.

    To create a modifier list:

1. Navigate to the Modifier Lists page.

2. Select the type of modifier to be created:

   • Deal

   • Discount List

   • Promotion

   • Surcharge List

3. Click Go to display the Create [Modifier Type] General Information page.

   Note: The page name and details may vary slightly depending on the modifier list type being created.

   The Type field displays the modifier list type you are creating. The Pricing Transaction Entity and Source System values appear by default from the profiles QP: Pricing Transaction Entity and QP: Source System Code.

4. Enter a Name for the modifier list. You can use an alphabetic or alphanumeric combination to identify the modifier, for example, Promo Modifier or Mod1234.

   Note: The modifier Name should be unique across PTEs, otherwise an error occurs. For example, if a modifier named Corporate is created in the Order Management PTE, an error message displays if you create a Corporate modifier in the Purchasing PTE.

5. Enter a modifier list Number. This can be an alpha-numeric combination.

6. Enter a Version Number.

7. Enter a Description for the modifier list.

8. Perform one of the following actions:

   • Select a Currency. If a currency is selected such as US dollars (USD), the sales order must match the modifier currency to determine pricing for the order. For more information, see Currency.

   • Optionally, select Optional Currency to leave the Currency field in the modifier list blank. This option can be selected when currency is not used as a criteria to select modifiers for the order. For more information, see Optional Currency.

9. Enter a Start Date and an End Date.

10. Enter an Order Date From and an Order Date To range.

11. Enter a Requested Shipped Date From date and a Requested Shipped Date To date.

12. The Pricing For Global Use box identifies if this modifier list and lines are available to all operating units or a specific operating unit. For more information, see Pricing For Global Use.

13. For modifier types of Deal and Promotion, the By request only check box displays. If selected, the customer must specifically request that the modifier benefit be applied. For example, the customer must provide a special discount number or the benefit will not be applied. If the pricing engine selects multiple modifiers to apply to an order line, the modifiers for By request only receive a higher preference than other modifiers.

    For modifier types of Promotion and Deal, in the Parent Promotions Detail region, a parent-child relationship appears for reporting purposes. A Deal modifier list must be associated with a Parent Promotion by providing the promotion name and version. Since this association is for reporting purposes, information that you define on the promotion is independent of and does not affect the information on the Deal modifier. The Promotion must already exist before you can select it.

14. Click Next to display the Qualifiers page where you can define eligibility rules for the modifier list. See Creating Qualifiers (HTML Interface).

    Warning: When a qualifier is attached to a price list or modifier header, the effective dates of that 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 becomes expired.

15. Complete your entries, then choose one of the following:

    • Click Next to review your entries before saving your work. If changes are required, click the Back button and update the information.

    • Click Finish to save your work. A Confirmation page confirms that the modifier list has been created, and asks if you want to add modifier lines.

    Attention: All modifier (and price lists) created in HTML are created as inactive lists. You must select the Active field (which only appears after the list is created) from the Update General Information page to make the modifier list active.