QP Pricing Agreements

Description:

Report detailing QP Pricing Agreements

Parameters

Agreement Name, Agreement Number, Revision, Agreement Type, Price List, Invoice To, Invoice Contact, Customer, Customer Number, Contact, Salesperson, Item, Valid on Date, Display Price Breaks, Display Pricing Attributes

Used tables

qp_currency_lists_tl, oe_pricing_contracts_v, oe_agreements_b, qp_secu_list_headers_v, qp_list_lines_v, mtl_system_items_vl, qp_price_formulas_vl, mtl_customer_items_all_v, qp_price_breaks_v, qp_pricing_attributes, qpa, qll, qpb, qpat

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

QP Pricing Agreements 01-Sep-2024 225031.xlsx

Report SQL

www.enginatics.com/reports/qp-pricing-agreements/

Blitz Report™ import options

QP_Pricing_Agreements.xml

Case Study & Technical Analysis: QP Pricing Agreements Report

Executive Summary

The QP Pricing Agreements report is a crucial sales and pricing configuration audit tool within Oracle Advanced Pricing (QP). It provides a comprehensive listing of customer-specific pricing agreements, detailing their terms, associated price lists, and any special pricing conditions. This report is indispensable for sales managers, pricing analysts, and contract administrators to understand and audit complex negotiated pricing, ensure compliance with contract terms, troubleshoot pricing discrepancies, and maintain accurate records of customer-specific pricing strategies.

Business Challenge

For businesses with negotiated customer pricing, managing these “agreements” is vital for sales effectiveness and profitability. However, the complexities of defining and auditing these agreements in Oracle EBS can present significant challenges:

Opaque Agreement Terms: It’s often difficult to get a single, consolidated view of all the pricing terms, associated price lists, and specific item prices defined within a customer pricing agreement. This fragmentation hinders effective contract management.
Ensuring Consistent Application: Without clear reporting, it’s challenging to ensure that sales orders for a specific customer consistently receive the correct negotiated prices as defined in their agreement.
Date-Effective Agreement Management: Pricing agreements often have specific start and end dates or revisions. Accurately tracking which version of an agreement is valid on a given date is crucial for compliance and correct pricing.
Troubleshooting Pricing Errors: When a customer is invoiced incorrectly, diagnosing whether the issue stems from the pricing agreement setup (e.g., wrong price list assigned, incorrect item price) requires precise information on the active terms.
Sales Performance Analysis: Understanding the profitability of individual pricing agreements is essential for sales strategy, but often requires detailed data that is difficult to extract.

The Solution

This report offers a powerful, configurable, and auditable solution for analyzing and managing customer pricing agreements, transforming how sales and pricing teams oversee their negotiated terms.

Comprehensive Agreement Overview: It presents a detailed list of pricing agreements, including their names, numbers, types, associated price lists, and key customer information. This provides a clear, at-a-glance understanding of customer-specific pricing.
Date-Effective Term Visibility: The crucial Valid on Date parameter allows users to view pricing agreement terms as they were defined and active on any specific date, which is vital for historical analysis, troubleshooting, and audit purposes.
Configurable Detail Levels: Parameters like Display Price Breaks and Display Pricing Attributes enable users to dynamically include more granular details about the prices and conditions within each agreement.
Streamlined Audit and Compliance: It serves as a robust audit trail for all pricing agreement configurations, facilitating compliance checks and ensuring that negotiated terms are accurately implemented and applied.

Technical Architecture (High Level)

The report queries core Oracle Advanced Pricing and Order Management tables to extract and present detailed pricing agreement configurations.

Primary Tables/Views Involved:
- oe_agreements_b (the central table for agreement headers).
- oe_pricing_contracts_v (a view that links agreements to pricing lists).
- qp_secu_list_headers_v (for price list headers associated with agreements).
- qp_list_lines_v (for individual item prices within the associated price list).
- mtl_system_items_vl (for item master details).
- hz_cust_accounts and hz_parties (for customer details).
- qp_price_breaks_v and qp_pricing_attributes (for detailed pricing conditions).
Logical Relationships: The report starts by retrieving agreement headers from oe_agreements_b. It then links these agreements to their associated price lists (via oe_pricing_contracts_v and qp_secu_list_headers_v). For each price list, it retrieves item prices from qp_list_lines_v. The Valid on Date parameter is applied to these date-effective tables to ensure that only agreement terms and prices active on the specified date are retrieved.

Parameters & Filtering

The report offers extensive parameters for precise filtering and detailed data inclusion:

Agreement Identification: Agreement Name, Agreement Number, Revision, Agreement Type allow for specific targeting of agreements.
Customer Context: Customer, Customer Number, Invoice To, Invoice Contact, Contact identify specific customer agreements.
Salesperson & Item Filters: Salesperson and Item enable analysis by sales representative or product.
Date-Effective Filter: Valid on Date is the most critical parameter, allowing users to define the point in time for which they want to retrieve active agreement data. This ensures historical accuracy.
Detail Inclusion Flags: Display Price Breaks and Display Pricing Attributes dynamically include granular pricing conditions within the report.

Performance & Optimization

As a configuration and master data report dealing with date-effective tables, it is optimized for efficient historical and current data retrieval.

Date-Effective Table Querying: The core tables (oe_agreements_b, qp_list_lines_v) are designed and indexed by Oracle to efficiently retrieve the correct version of agreement terms and prices for a given Valid on Date, ensuring fast performance.
Indexed Joins: The queries leverage standard Oracle indexes on agreement_id, price_list_id, customer_id, and item_id for efficient joins between the various agreement, pricing, and customer master tables.
Parameter-Driven Scope: Filtering by Agreement Name, Customer, and Item significantly reduces the data volume processed, preventing the report from attempting to process excessively broad datasets when detailed analysis is not required.

FAQ

1. What is the primary purpose of a ‘Pricing Agreement’ in Oracle EBS? A ‘Pricing Agreement’ (also known as a sales agreement or customer agreement in Order Management) defines specific, negotiated pricing and terms for a customer over a period. It allows organizations to offer special pricing to key customers that might differ from standard price list prices or promotional offers, ensuring consistent and agreed-upon pricing.

2. How does the ‘Valid on Date’ parameter ensure accurate agreement terms? Pricing agreements can have revisions or date-effective changes to their terms. The Valid on Date parameter ensures that the report retrieves the exact terms, associated price list, and item prices that were active under that agreement on the specified date, which is crucial for accurate historical analysis, auditing, and troubleshooting.

3. Can this report help troubleshoot why a customer is not getting their agreed-upon price? Yes. By running the report for the specific Customer, Agreement Name, and Item (with the relevant Valid on Date), you can verify if the item is included in the agreement, which price list is linked, and if there are any Price Breaks or Pricing Attributes that might be affecting the final price compared to what was expected.

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Alert	CRM Foundation
ALR Alerts	JTF Grid Datasources
Contracts Core	Lease and Finance Management
OKC Contract Lines Summary	OKL Termination Quotes
Payments	Process Manufacturing Inventory
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Advanced Pricing	Bills of Material
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Order Management	Work in Process
ONT Cancelled Orders ONT Order Holds ONT Orders ONT Orders and Lines ONT Recurring Billing Plan ONT System Parameters ONT Transaction Types Listing ONT Transaction Types and Line WF Processes	WIP Account Distribution WIP Discrete Job Shortage WIP Entities WIP Entities Summary WIP Outside Processing WIP Required Components WIP Value WIP Value Summary
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CE Bank Account Balances CE Bank Branches CE Bank Statement Import Execution CE Bank Statement and Reconciliation CE Bank Transaction Codes Listing CE Cash in Transit CE Cleared Transactions CE General Ledger Cash Account Usage CE General Ledger Reconciliation CE Transactions Available for Reconciliation	CST AP and PO Accrual Reconciliation CST COGS Revenue Matching CST Cost Groups CST Detailed Item Cost CST Inventory Value - Multi-Organization (Element Costs) 11i CST Inventory Value - Multi-Organization (Item Costs) CST Inventory Value Report - by Subinventory (Item Cost) CST Item Cost Reports CST Miscellaneous Accrual Reconciliation CST Period Close Subinventory Value CST Period Close Subinventory Value Summary CST Periodic Inventory Value CST Supply Chain Indented Bills of Material Cost CST Uninvoiced Receipts
Purchasing	Discoverer
PO Approval Assignments PO Approval Groups PO Approved Supplier List PO Cancelled Purchase Orders PO Cancelled Requisitions PO Document Types PO Headers PO Headers 11i PO Headers and Lines PO Headers and Lines 11i PO Internal Requisitions and Sales Orders PO Internal Requisitions/Deliveries Discrepancy PO Invoice Price Variance PO Purchase Price Variance PO Purchase Requisitions with PO Details	DIS Access Privileges DIS Business Areas DIS Discoverer and Blitz Report Users DIS End User Layers DIS Folders, Business Areas, Items and LOVs DIS Import Performance DIS Items, Folders and Formulas DIS Migration identify missing EulConditions DIS Users DIS Workbook Export Script DIS Workbook Import Validation DIS Workbook Owner Export Script DIS Workbooks, Folders, Items and LOVs DIS Worksheet Execution History DIS Worksheet Execution Summary DIS Worksheet SQLs
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FA Additions By Source FA Asset Additions FA Asset Book Details FA Asset Book Details 11i FA Asset Cost FA Asset Impairments FA Asset Inventory FA Asset Inventory Report FA Asset Reclassification FA Asset Register FA Asset Retirements FA Asset Summary (Germany) FA CIP Cost FA Cost Adjustments FA Depreciation Projection FA Depreciation Reserve FA Journal Entry Reserve Ledger FA Revaluation Reserve FA Tax Reserve Ledger	AP 1099 Payments AP Accounted Invoice Aging AP Cash Requirement AP DPIVA Export LSNA AP Expenses AP Final Payment Register 11i AP Intercompany Invoice Details AP Invoice Approval Status AP Invoice Audit Listing AP Invoice Payments AP Invoice Payments 11i AP Invoice on Hold AP Invoice on Hold 11i AP Invoices and Lines AP Invoices and Lines 11i AP Invoices with PO, Intercompany and SLA Details AP Matched and Modified Receipts AP Negative Supplier Balance AP Open Balances Revaluation AP Open Items Revaluation AP Posted Invoice Register AP Posted Payment Register AP Preliminary Payment Register 11i AP Supplier Statement AP Suppliers AP Suppliers 11i AP Suppliers Revenue Summary AP Suppliers Revenue Summary 11i AP Trial Balance AP Trial Balance Report Definitions
Receivables	General Ledger
AR Adjustment Register AR Aging AR Aging Buckets and Interest Tiers Setup AR Applied Receipts AR Autoinvoice Interface Summary AR Customer Credit Limits AR Customer Credit Snapshot AR Customer Open Balances Period Lookback AR Customer Statement AR Customers and Sites AR Disputed Invoice AR European Sales Listing AR Incomplete Transactions AR Miscellaneous Receipts AR Miscellaneous Receipts 11i AR Open Balances Revaluation AR Open Items Revaluation AR Past Due Invoice AR Payment Terms AR Receipt Register AR Sales Journal By Customer AR Transaction Register AR Transaction Types AR Transactions and Lines AR Transactions and Lines 11i AR Transactions and Payments AR Transactions and Payments 11i AR Unaccounted Transaction Sweep AR Unapplied Receipts Register AR to GL Reconciliation	GL Account Analysis GL Account Analysis (Distributions) GL Account Analysis (Distributions) 11g GL Account Analysis (Drilldown) GL Account Analysis (Drilldown) (with inventory and WIP) GL Account Analysis 11g GL Account Analysis 11i GL Balance GL Balance (pivot) GL Balance by Account Hierarchy GL Code Combinations GL Daily Rates GL Data Access Sets GL FSG Reports GL FSG Row Orders GL Financial Statement and Drilldown (FSG) GL Header Categories Summary GL Journals GL Journals (Drilldown) GL Journals (Drilldown) 11g GL Journals 11i GL Ledger Sets GL Ledgers and Legal Entities GL Ledgers and Organizations GL Oracle FSG Converter GL Oracle FSG Converter 11g GL Period Status GL Periods GL Summary Templates GL Trial Balance - Detail GL effective vs accounting vs period start and end date comparison
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