Visibility in CX Subject Areas into Product Catalogue and Pricing

Quinn Thacker

Within our organization we use the product catalogue to create regional and customer specific pricing. The ability to see this within subject areas would be very valuable for establishing variance between "pricebook" rate and quoted rate.

JohnW-Oracle

Hi @Quinn Thacker

Variance calculations can be a little tricky because you have to take grain and other factors into account such as the issue documented here: FAW: Unable To Perform Variance Calculations Using Filter Measure (Doc ID 3013134.1). If pricebook rate and quoted rate are in the Fusion CX Source, you can pull them into FDI (if they are not already there). Then create your variance calculated column in OAC. If you are unsure of the results, you could create the Variance calculation in OTBI first and compare to FDI. Sometimes creating calculations from a dataset is easier so you can create a dataset by following the steps here: https://docs.oracle.com/en/cloud/saas/analytics/24r2/fawag/augmenting-your-data.html

Hope that helps.

Regards,

John

Hitesh Patel-Oracle

Hello Quinn,
I would like to know this better.
Could you please elaborate on what system are you using for Quoting and managing Product Catalog and Pricebook?

Thanks,
Hitesh

Quinn Thacker

Hi Hitesh,

We are using the Oracle Fusion CX as our CRM with the addition of the CPQ module within that system.