Course Contents
Oracle CRM is the family name for an integrated group of applications that support the management of corporate
customer facing services including Sales, Marketing and Service.
This training programme has been designed to introduce users of the application to the full functionality of the
CRM 11i Pricing module and to provide hands-on experience and tutoring of its application and use.
Training Course Contents
Introduction
- Role of Pricing within Oracle CRM Suite
- Role of Pricing within the Oracle Financials Suite and integration elements
- Role of Pricing in relation to Supply Chain (Order Management)
Set-up
- Understanding the set-up and configuration of Pricing within the broad context of Oracle CRM
- Implementation issues
- Translating the business
- pricing model to a functional pricing matrix
- Concepts and Definitions
- Pricing responsibilities and controls
- Pricing Profile Controls
- Configuration Controls
- Pricing Lookup Controls
- Event Phases
- Source Systems
Implementation
- Inventory Management
- Catalogue Set-up and Control
- Inventory Flexfields
- Defining Qualifiers
- Creating Modifiers
- Creating Price Formulas
- Redeeming Accruals
- Price Agreements – overview
- Creating Pricing Agreements
- Agreement Content
- Agreement Pricing
- Agreement Payment
Price Control
- Price Lists
- Secondary Lists
- Price List Qualifiers
- Pricing Attributes
- Price Breaks
- Price list control – copy; adjust; add;
- General Services
- Administration overview
- GSA Pricing
- Modifiers
- Discounts/Charging
- Pricing Maintenance
- Incorporating Pricing within the CRM Customer Model
- Price Adjustments
- Price Control Structures
- Price Reporting