[ERPR12] OM -How to Set Up Manual Adjustments

Oracle 原始文件
Willie Chou
2012/08/23

可以定義Modifier，讓User在SO上面直接修改價格(Manual Adjustment):

Doc ID:  Note:134323.1 Subject:  How to Set Up Manual Adjustments? Type:  PROBLEM Status:  PUBLISHED  Content Type:  TEXT/PLAIN Creation Date:  04-FEB-2001 Last Revision Date:  12-FEB-2001 Problem Description ------------------- How to set up Manual Adjustments and how to apply them on orders in Order Management? Solution Description -------------------- In order to override the selling price directly on the order line, a manual discount (to decrease the price) or a manual surcharge (to increase the price) has to be defined. The price on the Line can be overtyped, up and down or equal to the original selling price, if both eligible, manual, overridable surcharges and discounts have been defined on the line level.  The manual discount will take the original price and create a discount for the difference in the amount of the new price and original price. Setup steps for Manual Adjustments: 1. Automatic Checkbox is unchecked at the modifier list and at line level. 2. Modifier Line is Overrideable. 3. Bucket must be Null. 4. The Pricing Phase will determine when you will be able to override the    Selling Price:    A. For lines in the pricing phase 'List Line Adjustment', you CANNOT       override the selling price without moving to another line or saving the       order.    B. For Order Level Adjustment, you CANNOT override the selling price without       saving the order. Applying Manual Adjustments: To manually override the selling price, verify the profile option OM: Discounting Privileges is set to UNLIMITED.  This allows you to apply all eligible manual adjustments.  If it is set to Non-Overridable Only then only non-overridable manual adjustments can be applied.  You should also make sure that the Enforce Price checkbox for the Transaction Type is unchecked, so the order allows manual override of the selling price. On the Sales Order Pad, press the Action button, then View Adjustments.  In the Modifier Name field, Select the LOV to view the unapplied manual adjustments for the line.  You can change the rate, amount or enter a new price for order level or line level adjustments. On the Sales Order Pad, Line Items Tab, Choose Selling Price LOV to apply line level manual adjustments.  If there is more than one unapplied manual adjustment, a list of values will appear.  You can type over the Unit Selling Price field to apply manual overridable adjustments for the line. . -------------------------------------------------------------------------------- Special Notes: "Product Attribute" must be set to Null; if set to "All Items" the manual adjustment   will not work.    If can not manually override the selling price, modify the 'Calculate Price Flag' to "Calculate Price" That will back the pricing phase to "List Line Adjustment".

Setting Sample

Step 1. Enable Discounting Privileges

Path: System Administrator > Profile>System

Application: Order Management

Responsibility: Winnovation - Order Management Super User (可選欲設定的Rep.)

Profile: OM: Discounting Privileges

VALUE： Unlimited

Step 2. Define Modifiler for USD

Path: Oracle Pricing Manager > Modifiers > Modifier Setup

Advanced Pricing – Define Modifier
Name	WILLIE-20120113
Number	WILLIE-20120113
Start Date
Currency	USD
Active	Yes
Automatic	No
Modifiers Summary	Modifier No	Level	Modifier Type	Print On Invoice	Automatic	Override		Pricing Phase	Bucket
	Automatic	Line	Discount	Yes	No	Yes		List Line Adjustment
Discounts/Charges	Include On Returns	Application Method	Value
		New Price	0

Pricing Revise Sample

以下是我在R12 Test環境做的設定，提供給您參考：

1. System Profile “OM: Discounting Privileges” 在Responsibility Level 改成 Unlimited

 2. Oracle Pricing Manager職責之下的Modifier Setup，新增一個Modifier，設定內容如之前提供的說明(注意每一個幣別都要設定一組Modifier，才能對各種幣別的訂單都能夠手動改價格)

3. 您可以在 Responsibility “Wintek - Order Management Super User” 之下任意找一張USD的訂單(訂單行尚未關閉)，測試修改價格。(我測試的是112010275這張)

4. 可以在訂單行上按下Actions按鈕，選擇 “View Adjustments”，查看價格由9.3改成93的效果。