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QP Price List Upload

Description:

This upload supports the creation and update of Standard Price Lists in Oracle Advanced Pricing.

The upload supports creation/update/deletion of the following entities within the Price List:

When creating new Price List Lines, the upload can automatically end date any existing matching active price list line by setting the report parameter ‘End Date Matching List Lines?’ to Yes.

Set this parameter to Yes to automatically end date any active matching price list line on upload. This only applies when creating a new Price List Line.

To enter the Price Breaks in the upload, repeat the Price Break Header Line and enter/adjust the Price Break Columns for each Price Break.

By default, the upload will treat all rows with the same Product, Unit of Measure, and Start Date as the same Price List Line.

If you have different Price List Lines that use the same Product, Unit of Measure and Start Date but which have different Pricing Attribute assignments, the use the ‘Line No’ column to distinguish the different Price List Lines. If not specified, then all rows with the same Product, Unit of Measure, and Start Date will be uploaded as a single Price List Line and any Pricing Attributes will be added to that Price List Line.

The Line Number entered here is not uploaded to Oracle. It is only used by the upload to distinguish different lines with the same product, Unit of Measure, and Start date.

Qualifier Groups can be copied to the Price List by selecting the Qualifier Group and leaving all other qualifier columns blank. The upload will copy and attach all the qualifier group’s qualifiers to the price list. Alternatively, you can select specific qualifiers from a Qualifier Group by selecting the Qualifier Group and the Qualifier Group Qualifier ID. The upload excel will then default in the details of that qualifier into the excel. In this scenario you would enter each qualifier on a separate row in the excel.

Note: When downloading existing Price List data into the upload excel:

This is to minimize the duplication of data in the excel. However, when entering data for upload Qualifiers, Secondary Price Lists, Price Breaks, and Pricing Attributes can be added in the same excel row. i.e. You can upload an excel row containing a header level qualifier, header level secondary price list, price list line details with associated price break and pricing attribute.

Parameters

Upload Mode, End Date Matching List Lines?, Price List, Price List Like, Product Attribute Context, Product Attribute, Product Value, Item Category Set, Item Category, Effective Date, Effective Date From, Effective Date To, Download Price List Lines, Line Type, Download Pricing Attributes, Download Qualifiers, Download Secondary Price Lists

Used tables

qp_currency_lists_vl, ra_terms_tl, qp_secu_list_headers_vl, qp_qualifiers_v, qp_list_lines_v, mtl_system_items

Categories

Enginatics, Upload

Dependencies

If you would like to try one of these Oracle EBS SQLs without having Blitz Report installed, note that some of the reports require functions from utility package xxen_util.

Example Report

None

Report SQL

www.enginatics.com/reports/qp-price-list-upload/

Blitz Report™ import options

QP_Price_List_Upload.xml

Case Study & Technical Analysis: QP Price List Upload Report

Executive Summary

The QP Price List Upload is a powerful data management tool designed to streamline the creation and update of standard price lists within Oracle Advanced Pricing. This comprehensive utility supports the bulk management of price list lines, their associated price breaks, pricing attributes, qualifiers, and secondary price lists through a flexible Excel-based interface. It is essential for pricing analysts and system configurators to efficiently implement complex pricing strategies, ensure data accuracy and consistency across products and services, and rapidly adapt to market changes, significantly reducing manual effort and potential pricing errors.

Business Challenge

Oracle Advanced Pricing enables organizations to define intricate pricing structures, but the manual setup and maintenance of these price lists can be a significant operational bottleneck:

The Solution

This comprehensive Excel-based upload tool transforms the management of pricing price lists, making it efficient, accurate, and scalable.

Technical Architecture (High Level)

The upload process leverages Oracle Advanced Pricing’s standard APIs for price list management, ensuring robust data validation and integrity.

Parameters & Filtering

The upload parameters provide granular control over the data operation:

Performance & Optimization

Using an API-based upload for complex pricing list data is inherently more efficient than manual entry.

FAQ

1. What is the benefit of using the ‘End Date Matching List Lines?’ parameter? This parameter is crucial for managing date-effective price changes. When a new price for an item is uploaded with a new effective start date, setting this parameter to ‘Yes’ ensures that the previously active price for that item is automatically end-dated, preventing overlapping prices and ensuring that only the correct, current price is active at any given time.

2. How does the upload handle items with the same product, UOM, and start date but different pricing attributes? As noted in the README.md, if you have such scenarios, you must use the Line No column in the Excel template to explicitly distinguish between these different price list lines. If Line No is not specified, the upload will treat them as the same line and consolidate their pricing attributes.

3. Can this tool be used to manage promotional pricing (e.g., discounts, surcharges)? This specific tool focuses on standard price lists. While price lists are foundational for pricing, promotional pricing (discounts, surcharges, buy/get offers) is typically managed through ‘Modifiers’ in Oracle Advanced Pricing. A separate upload tool (like the QP Modifier Upload report) would be used for those specific configurations.

Oracle E-Business Suite Reporting Library

We provide an open source Oracle EBS SQLs as a part of operational and project implementation support toolkits for rapid Excel reports generation.

Blitz Report™ is based on Oracle EBS forms technology, and hence requires minimal training. There are no data or performance limitations since the output files are created directly from the database without going through intermediate file formats such as XML.

Blitz Report can be used as BI Publisher and Oracle Discoverer replacement tool. Standard Oracle BI Publisher and Discoverer reports can also be imported into Blitz Report for immediate output to Excel. Typically, reports can be created and version tracked within hours instead of days. The concurrent request output automatically opens upon completion without the need for re-formatting.

The Filters, Columns, Rows and Values fields are used to create and deliver the data in pivot table format with full drill down to details.

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The Excel template upload functionality in Blitz Report allows users to create their own layouts by uploading an Excel template with additional sheets and charts, automatically refreshed when the report runs again. This allows to create custom dashboards and more advanced visualizations of report data.

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