Pricing Lookups

Overview

CPQ’s new Pricing Reference Data (also referred to as ‘lookups’) provides a single place for defining the domains of values for pricing-related attributes. Pricing lookups allow pricing architects to manage the types of pricing that can be defined by pricing and product management personas and assure that the pricing can be accurately applied in downstream invoicing and subscription rating.

Standard Pricing Lookups are provided for Charge Type, Discount Types, Price Periods, Price Types, and Usage Units of Measure. Pricing lookups allow customers to define defaults and domains of values for charge items.

CPQ administrators can access Pricing Lookups by clicking on the Pricing Lookups card in the Pricing Portal.

Pricing Lookup Pages

Pricing Lookups Page -The Pricing Lookup page lists standard and custom Pricing Lookups. Customers can add their own custom Pricing Lookups or use standard Pricing Lookups that are provided in Oracle CPQ 23C automatically by CPQ. Beginning in Oracle 23C, these lists of menu values are used to control the available options for standard pricing attributes such as Price Type, Charge Type or Price Period, and can be used for any menu-type custom attribute used in defining charges.

Pricing Lookups Page

Item	Description
1	Navigate to the Pricing Portal.
2	Click Actions to Add a Pricing Lookup or Manage Columns for the Pricing Lookups list.
3	Enter search criteria to filter Pricing Lookup results, which remain persistent while navigating within Pricing Lookups.
4	Sort Pricing Lookups using Name, Variable Name, Type, Integration ID, or Status column headers.
5	Click the appropriate Name link or click the line ellipsis and select Edit to edit an existing Pricing Lookup.
6	Click the Pricing Lookup line ellipsis to Edit a Pricing Lookup or Delete an inactive custom Pricing Lookup. Note: Standard Pricing Lookups and active custom Pricing Lookups can’t be deleted.

Pricing Lookup Page - When an administrator clicks on the Name of a charge attribute, Basic Details for the charge attribute are displayed.

Item	Description
1	Navigate to the Pricing Lookups list page.
2	Navigate to Next or Previous Pricing Lookup in the Pricing Lookup list or filtered Pricing Lookup search results list.
3	Click the Basic Details Edit button to modify basic details for the Pricing Lookup.
4	Click the Lookup Values Edit button to add, edit, reorder, or delete Pricing Lookup values.

Standard Pricing Lookups

CPQ provides standard Pricing Lookups to support standard charge attributes. View Standard Pricing Lookups

Price Periods - The time frequency, periodicity, or recurrence with which the price is levied or charged. For example, usage prices may be charged to the customer monthly or weekly.
Price Type - Indicates the basis on which the pricing will be levied, whether one time, on a periodic basis or on usage. When pricing is rolled up for a model or system the pricing may contain a mixture of price types and is indicated by the value 'mixed'.
Discount Types - Manual discount types. For example, Discount Percent or Discount Amount. These values are used in quoting to discount charges.
Charge Types - The classification of a charge associated with the price for a product or service. This attribute differentiates the purpose of charges with the same price type and price period. For example, the sale of a network device may have both a one-time purchase price (with charge type of 'Purchase Price') and a one-time installation price (with charge type of 'Installation Fee').
Usage Units of Measure - Units of measures for usage quantities. For example, cell phone calling may be measured by minutes, while cell phone data usage by GB.

You cannot inactivate or delete standard Pricing Lookups but you can add new lookup values and modify the display labels for these lookups.

Administration

Add a Pricing Lookup

Perform the following steps to create a new Pricing Lookup:

Navigate to the Admin page.
Click Pricing Portal in the Products section.
Click on the Charge Attributes card.
Select Add from the Actions drop-down. The Create Pricing Lookup panel opens.
Enter a name in the Name field.
Enter the Variable Name.

Variable names can only contain alpha-numeric characters and underscores. The entry can be changed before saving, but after saving the value is read-only. "_c" is automatically appended to the end o custom Pricing Lookups.
(optional) Enter an Integration ID.
(optional) Enter a Description.
Click Create.
Click the Lookup Values Edit button.
Click Add.
Enter the following information:
1. Enter the Display Text for this option.
2. Enter the Variable Name. Variable names can only contain alpha-numeric characters and underscores. The entry can be changed before saving, but after saving the value is read-only. "_c" is automatically appended to the end of custom Pricing Lookup values.
3. (optional) Enter a Description.
4. (optional) Enter an Integration ID.
5. The Status is automatically set to Active. To inactivate this option, select Inactive.
Perform one of the following:
- Click Update when you done adding lookup values.
- Click Cancel to undo your changes.
- Click Add to create another lookup value.
- To delete a single lookup value set the Status to Inactive, then click the line ellipsis and select Delete.

Associate a Pricing Lookup to a Charge Attribute

Notes

Beginning in 24A, CPQ supports migration of Pricing Lookups and Pricing Lookup Types and bulk services to update Pricing Lookups. Refer to Pricing Migration and Bulk Services.
Oracle CPQ 23C only supports using Pricing Engine Reference Data to define the domain of values for Charge Attributes.