5 Worksheets

RPM uses strategies, calendars, and item/location information to automatically generate worksheets. The Worksheet functionality allows you to maintain the proposed price changes automatically generated by RPM.

The worksheet may contain many different columns.

Worksheet Detail

The Worksheet Detail workspace allows you to:

• Review the auto generated price change proposals.

• Review items that met rules or were exceptions.

• Make clearance decisions.

• Delete the Pricing Worksheet if no price changes need to be made.

• Examine the information about price change proposals and make decisions about which items to change and what retail prices to set.

• Modify column values.

• Perform what-if analysis on the Worksheet to help you make the best pricing decisions.

• Export the worksheet to a Comma Separated Value (csv) file that can be opened in other applications such as spreadsheets and work processors.

Worksheet Columns

The worksheet may contain many different columns. See the descriptions and calculations for the following columns.

Table 5-1 Worksheet Column Descriptions and Calculations

Column	Description	Editable	Calculation
% off Regular Retail	The percent difference between the basis regular retail and the new retail of the item.	No	- Price Change Amount divided by Basis Regular Retail (Before VAT). - Depending on your aggregation level settings: - Price Change Amount = Current Retail - New Retail. - Price Change Amount = New Retail - Current Retail. - The zone level regular retail is used if it exists.
% off Basis Retail	The percent difference between the basis retail (regular or clearance) and the new retail of the item. This value is the same as % off Regular Retail if there is no clearance retail.	No	- Price Change Amount divided by Basis Retail (Before VAT). - Price Change Amount equals the difference between the New Retail and the Clearance or Regular Retail. - Depending on your aggregation level settings: - Price Change Amount = Current Retail - New Retail. - Price Change Amount = New Retail - Current Retail. - The zone level clearance retail is used if it exists.
Base Cost	The base cost of the item on the effective date (including price change processing days).	No	When the record is at a zone level, the zone level base cost is used in the calculation if one exists.
Basis Cost	The pricing cost of the item on the effective date (including price change processing days).	No	When the record is at a zone level, the zone level basis cost is used in the calculation if one exists.
Class ID	The class hierarchy ID of the item's class.	No
Class Description	The name of the class.	No
Clearance Indicator	Checked and disabled if the item is on active clearance. Unchecked if the item is not on clearance.	Yes
Clearance	Hyperlink that opens a window with details on approved clearances. "Pending" appears if the item is on a pending clearance.	No
Competitor A Alert	"Pass" appears if there is a competitor A and the strategy rules is met. "Fail" appears if the strategy rule is not met.	No
Competitor A Retail	Competitor A's retail price.	No
Competitor B Alert	"Pass" appears if there is a competitor B and the strategy rules is met. "Fail" appears if the strategy rule is not met.	No
Competitor B Retail	Competitor B's retail price.	No
Competitor C Alert	"Pass" appears if there is a competitor C and the strategy rules is met. "Fail" appears if the strategy rule is not met.	No
Competitor C Retail	Competitor C's retail price.	No
Competitor D Alert	"Pass" appears if there is a competitor D and the strategy rules is met. "Fail" appears if the strategy rule is not met.	No
Competitor D Retail	Competitor D's retail price.	No
Competitor E Alert	"Pass" appears if there is a competitor E and the strategy rules is met. "Fail" appears if the strategy rule is not met.	No
Competitor E Retail	Competitor E's retail price.	No
Conflict	An exclamation point appears if conflicts were found during conflict checking.	No	When conflict checking is run again or the price change is taken or not taken, the column is reset.
Cost Changes During Review Period	"Yes" appears if there are approved cost changes that have an effective date during the review period of the worksheet.	No
Current Clearance Retail	The clearance retail for today if the item is on clearance.	No	The zone level clearance retail appears if it exits.
Current Clearance Retail UOM	The unit of measure for the item clearance price.	No
Basis Retail	The active retail (regular or clearance) on the effective date before the current price change.	No	The zone level basis retail appears if it exists.
Basis Retail UOM	The unit of measure for the item basis retail.	No
Basis Retail Multi-units	The active multi-unit retail on the effective date before the current price change.	No	The zone level multi-unit retail appears if it exists.
Basis Multi-unit Retail	The active multi-unit retail on the effective date before the current price change.	No
Basis Multi-unit Retail UOM	The unit of measure for the active multi-unit retail on the effective date before the current price change.	No
Current Cost	The pricing cost today.	No
Current Cost Markup %.	The cost markup of the item based on current cost and current retail.	No	Current Retail (regular or clearance, before VAT) minus Current Cost divided by Current Cost. The zone level current cost is used if it exists.
Current Retail Markup %	The retail markup of the item based on current cost and current retail.	No	Current Retail (regular or clearance, before VAT) minus Current cost divided by Current Retail. The zone level current cost is used if it exists.
Current Multi-Units	The unit value of the multi-unit retail price. For example: "2 ea." if there is a 2 for $5 multi-unit retail.	No	The primary zone current multi-units will appear if it exists.
Current Multi-units Retail	The retail value of the multi-unit retail price. For example: "$5.00" if there is a 2 for $5 multi-unit retail.	No
Current Multi-units UOM	The unit of measure for the item multi-unit.	No
Current Regular Retail	The item's regular retail value today.	No	The zone level current retail appears if it exists.
Current Retail UOM	The selling unit of measure for the current retail.	No
Current Retail/UOM	The regular retail value per unit of measure in the package today. For example: ".05/oz" if there is a 16 oz. can of soup that retails for .89.	No	Current Retail divided by Package UOM.
Diff One	The differentiator 1 value for a transaction level item.	No
Diff Two	The differentiator 2 value for a transaction level item.	No
Diff Three	The differentiator 3 value for a transaction level item.	No
Diff Four	The differentiator 4 value for a transaction level item.	No
Effective Date	The date that price change goes into effect.	Yes	End of Review Period plus Price Change Processing Days.
New Item Location Ind	An indicator appears if the item/location is a new combination in RPM.	No
First Received Date	The date this item was first received into the location.	No
Historical Sales	The monetary historical sales of the item based on the locations in the row.	No	The weekly, monthly, half-yearly, or yearly historical sales depending on aggregation level setting.
Historical Sales Units	The retail sales of the item for the current period.	No	The weekly, monthly, half-yearly, or yearly historical sales depending on aggregation level setting.
Item Description	The name of the item.	No
Item ID	The transaction or parent item ID.	No
Last Cost Change	The date of the last cost change. Note: Place the cursor over this field to show the average or highest cost of the item over the locations in the zone	No
Last Price Change	The date of last price change. Note: Place the cursor over this field to show the items zone price.	No
Last Received Date	The date the item was last received into the location.	No
Link Code	The link code assigned to the transaction level item. A hyperlink opens a link code information window.	No
Proposed Retail Markdown #.	The markdown number if there is a proposed clearance price change.	No
Margin Market Basket Code	The market basket code for transaction level items if one exists.	No
Cost Markup %. On New Retail	The cost markup of the item based on new cost and new retail.	No	New Retail minus Basis Cost divided by Basis Cost. The zone level basis cost is used if it exists.
New Multi-Units	The unit value of the new multi-unit retail price. For example: "2 ea." if there is a 2 for $5 multi-unit retail.	Yes
New Multi-units Retail	The retail value of the new multi-unit retail price. For example: "$5.00" if there is a 2 for $5 multi-unit retail.	Yes
New Multi-units UOM	The unit of measure of the new item multi-unit. For example: ea. if there is a 2 for $5 multi-unit retail.	Yes
New Retail	The new proposed retail value for the effective date. Edit this field to override the proposed price.	Yes
New Retail/UOM	The new retail value per unit of measure. For example: ".05/oz" if there is a 16 oz. can of soup that retails for .89	No	New Retail divided by the Unit Of Measure.
New Retail Markup %.	The percent retail sales margin of the item based on the new retail.	No	New Retail minus New Cost divided by New Retail (Before VAT). The zone level basis cost if used if it exists.
New Retail UOM	The unit of measure for the item's new retail. If you enter a new retail, New Retail UOM is required.	Yes
Original Retail	The original retail of the item.	No
Out of Stock Date	The out of stock day for clearance price changes. You can change this field.	Yes	Default Out of Stock Days after the effective date.
Package Size	The package size of the item.	No
Package UOM	The package unit of measure of the item.	No
Parent ID	The parent item ID if the worksheet is at transaction item level and the item has a parent.	No
Parent Item Description	The name of the parent item.	No
Pending Cost Changes	The date of the earliest pending cost change for the item for the primary supplier. A hyperlink opens a link to a window with more information.	No
Price Change Amount	The monetary value of the price change for one unit of that item.	No	New Retail minus Basis Retail at the location. Depending on your aggregation level settings: Price Change Amount = Basis Retail - New Retail. Price Change Amount = New Retail - Current Basis. The zone level basis retail is used if it exists.
Price Change Indicator	Select "Take" to accept the proposed price change for the transaction level item and lock the row for editing. Select "Don't Take" to reject the proposed price change and lock the row for editing.	Yes
Price Changes	A hyperlink "NONE" if no price changes exist during review period. A hyperlink "Pending" if price changes exist during review period. Click the hyperlink to view pending price change records. Note: During the review period means between today's date and the end of the review period.	No
Primary Competitor Alert	"Pass" appears if there is a primary competitor and the strategy rules is met. "Fail" appears if the strategy rule is not met.	No
Primary Competitor Retail Changed Ind	"Yes" when a new or updated competitor retail is brought into RPM. Note: If more than one strategy uses the same competitor, "Yes" will only appear in the worksheet for the first strategy to find it.	No
Primary Competitor Retail	The primary competitors retail.	No
Primary Competitor Retail UOM.	The items selling unit of measure for the primary competitor.	No
Primary Competitor Multi-Units	The unit value of the multi-unit retail price on the most recent shop date. For example: "2" if there is a 2 for $5 multi-unit retail	No
Primary Competitor Multi-Unit Retail	The primary competitors multi-unit retail with the number of units on the most recent shop date. For example: 2 for $5	No
Primary Competitor Multi-units UOM.	The items unit of measure for the multi-unit price on the most recent shop date.	No
Primary Supplier	The primary supplier ID for the item. Note: Place the cursor over this field to view the supplier name.	No
Promotions	Hyperlink that opens a window with details on approved current or pending (after the effective date of the current price change) promotions.	No
Proposed Cost Markup %.	The cost markup of the item based on proposed retail and basis cost.	No	Proposed Retail minus Basis Cost divided by Basis Cost. The zone level basis cost is used if it exists.
Proposed Retail	The retail on the proposed effective date.	No	Proposed Effective Date plus Price Prior Create Days.
Proposed Retail/UOM	The proposed retail per unit of measure in the package. For example: ".05/oz" if there is a 16 oz. can of soup that retails for .89	No	Proposed Retail divided by Package UOM.
Proposed Retail UOM	The unit of measure for the item's proposed retail.	No
Proposed Retail Markup %	The retail sales margin of the item based on the new retail.	No	Proposed Retail minus Basis Cost divided by Proposed Retail (Before VAT). The zone level basis cost if used if it exists. For zone level records, if a zone level basis cost exists, use that value in the calculation.
Replenishment Indicator	"Yes" if the item is on an active replenishment record.	No
Reset Date	The reset date for the item. Enter a date to change the default.	Yes	Defaults to Out of Stock Date plus one day.
Retail Label Type	The retail label type of the item.	No
Retail Label Value	The retail label value of the item.	No
Price Zone Group ID	The price zone group ID for a zone level item. Note: Place the cursor over this field to view the price zone group description.	No
Price Zone ID	The price zone ID for a zone level item. Note: The price zone description is available as a mouse over.	No
Rule	Binocular icon appears if the item meets rules. Click the icon to open a window and view details of the rules met by the record.	No
Projected Sales Units	The smoothed average regular price sales based on the number of weeks of sales that have occurred.	No	Total Sales divided by Total Weeks of Sales.
Sales Change Amount	The difference between the items new retail and the basis retail on the effective date multiplied by the projected sales for a week.	No	Depending on your aggregation level settings: Sales Change Amount = Basis Retail - New Retail. Sales Change Amount = New Retail - Current Basis. On Worksheet Status the sum of all individual records. On Worksheet Detail per item.
Seasonal Sell Thru %	The sell through percent for the current season. Total sales for the stores in the zone or location divided by stock on hand for the zone/location.	No	Total Sales For the Season divided by Stock On Hand. Depending on your aggregation level settings Warehouse Stock On Hand will be included or excluded.
Season/Phase	Hyperlink opens Season/Phase detail window.	No
Sell Thru %	The sell through percent for store locations in the zone.	No	Sales divided by (Stock On Hand plus Sales). Depending on your aggregation level settings Warehouse Stock On Hand will be included or excluded. The type of sales and the amount of time to be considered is determined by the Sales Calculation Method.
State	The status of the details of the record.	No
Store On Hand	The current stock on hand at store locations.	No
Store On Order	The total on order qty for all stores in the price zone. Note: On order is in the single unit size of the item, not case size.	No
Store total inventory	Total inventory for all stores in the zone.	No	Store On Hand plus Store On Order plus Store In_Transit + Store OBNP_INV.
Subclass ID	The subclass hierarchy ID of the item's subclass. Note: Place the cursor over the field to view the subclass description.	No
UDA	Hyperlink opens UDA information for the item if it exists.	No
VPN	The VPN for the primary supplier of the item.	No
Weeks of Sales Exposure	The number of weeks the item has had sales exposure (on had at location).	No
Weeks Since First Sale	The number of weeks since the items first sale.	No
Total Inventory	Total inventory for the item/location.	No	Total Warehouse Inventory plus Total Store Inventory.
WH Stock On Hand	The current stock on hand at warehouse locations in.	No
Warehouse On Order	Total on order qty for all stores in the price zone. Note: On order is in the single unit size of the item, not case size.	No
WH total Inventory	The total inventory for all stores in the zone.	No	Warehouse On Hand plus Warehouse On Order plus Warehouse In Transit.

Change the Value in a Cell

1. Double-click the cell.

2. Enter a value, change a value, or select from a drop-down list.

Change the Values of Multiple Cells

1. Press and hold the Ctrl key while selecting cells or column headings to select multiple cells or columns.

2. Right-click on the selected cells or columns. An editing window appears that allows you to edit the value for all selected cells.

   Figure 5-1 Example Edit Value Window

   
   

3. Enter a value, change a value, or select from a drop-down list.

4. Click OK. The values for all selected cells change.

Maintain Columns

You can edit the worksheet to display only the columns you are concerned with, change the order the columns display, and change the number of rows that appear.

Hide and Position Columns

1. In the Worksheet Details pane, click the drop-down button. A drop-down menu is displayed.

   Figure 5-2 Drop-down Menu

   
   

2. Select Column Display and Ordering from the drop-down menu. The Column Display and Ordering dialog opens.

   Figure 5-3 Column Display and Ordering Dialog Box

   
   

3. To hide columns:

   1. Select a column to hide in the Show these columns pane.

   2. Click the left arrow button. The column name appears in the Hide these columns pane.

   3. Repeat the steps above to hide additional columns.

      To hide individual columns, right-click on the column heading in the Worksheet Details pane and select Hide Column from the drop-down menu.

4. To position columns:

   1. Select a column to re-position in the Show these columns pane.

   2. Click the and right and left arrow buttons as necessary to move the columns. This determines the position of the columns from left to right.

   3. Repeat the steps above to re-position additional columns.

      - To reposition individual columns, click on the column heading in the Worksheet Details pane and drag it to the desired position.

5. Click OK. The worksheet columns are repositioned to reflect your changes.

Sort the Worksheet

1. In the Worksheet Details pane, click the drop-down menu button.

2. Select Sort Table from the drop-down menu. The Column Sorting and Sort Order dialog opens.

   Figure 5-4 Column Sorting and Sort Order Window

   
   

3. Set the sort order of the worksheet:

   1. Select a column from the Columns pane.

   2. Click the right arrow button. The column name appears in the Priority Column pane.

   3. Repeat the steps above to move additional columns.

   4. Select a column in the Priority Column pane.

   5. Click the right and left arrow buttons as necessary to move the columns. This determines the order by which the worksheet information is sorted.

   6. Clear the Ascending column to have the column sort date in descending order.

   7. Repeat the steps above as necessary.

4. Click OK. The worksheet columns are sorted to reflect your changes.

   • To sort based on individual columns, right-click on the column heading in the Worksheet Details pane and select either Make Primary Sort, Ascending or Make Primary Sort, Descending from the drop-down menu.

Adjust the Size of the Worksheet Content

1. In the Worksheet Details pane, click the drop-down menu button.

2. Move the cursor over Size Content.

   Figure 5-5 Worksheet Size Content

   
   

3. Select from the drop-down menu:

   • Smallest

   • Smaller

   • Standard

   • Larger

   • Largest

   • Fit All

4. The size of the content on the worksheet is adjusted.

Adjust Column Sizes

1. In the Worksheet Details pane, click the button.

2. Move the cursor over Column Resizing.

   Figure 5-6 Column Resizing

   
   

3. Select from the drop-down menu:

   • Adjust Next Column Only

   • Adjust Subsequent Columns

   • Adjust Last Column Only

   • Adjust All Columns

4. The worksheet columns are adjusted.

• To resize individual columns, position the cursor on the right-hand border of the column heading. The cursor will change to a double arrow. Click and drag right or left to resize the column.

Set Non-Scrolling Columns

You can set up to seven columns to be locked or non-scrolling. This allows comparison of values in the locked columns to all other columns in the worksheet.

1. In the Worksheet Details pane, click the drop-down button.

2. Select Column Locking from the drop-down menu. The Column Locking dialog opens.

   Figure 5-7 Column Locking Dialog

   
   

3. Enter the number of columns to lock.

4. Click OK. The columns are locked (non-scrolling).

Maintain Views

Follow the steps to create a view to be the default display.

Add a View

1. Click Maintain View. The Maintain View dialog opens.

   Figure 5-8 Maintain View Dialog

   
   

2. Click Add. A new line appears in the list.

3. Enter a name for the view in the Description field.

4. Select the Default View check box if you would like the view you created to be the default view.

5. Click Save. The view is saved and is accessible from the drop-down menu at the top of the Worksheet Details pane.

Delete a View

1. Select the view you want to delete from the list.

2. Click Delete. The view is removed from the list.

Select a View

Select a saved view from the drop-down menu.

Apply Filters

Since worksheets may contain many detail records, RPM gives you the ability to filter those records so you see only the details that need attention. You can perform an ad-hoc filter on any column in the Worksheet Detail or you can create and save an advanced filter that you can continue to use in the future.

Apply an Ad-Hoc Filter

In the Worksheet Details pane, select a value from the Filter by: drop-down menu above the column you wish to filter the worksheet by. The worksheet view is refreshed, with the filter applied.

Clear an Ad-Hoc Filter

In the Worksheet Details pane, select Clear Filter from the Filter by: drop-down menu above the column that the filter was applied to. The filter is cleared and the worksheet returns to its previous state.

Note: Any other filters applied are still applied to the worksheet.

Clear All Filters

In the Worksheet Details pane, select Revert to Default from the Filter by: drop-down menu above any column. The filters are cleared and the worksheet returns to its original state.

Apply an Advanced Filter

Note: Advanced filters override any ad hoc filters previously applied to the worksheet.

1. In the Worksheet Details pane, select Advanced Filter from the Filter by: drop-down menu above the column you wish to filter the worksheet by. The Advanced Filter dialog opens.

   Figure 5-9 Advanced Filter Window

   
   

2. Select a condition to apply to the column from the top drop-down list in the dialog.

3. Enter or select a value for the filter to look for in the next drop-down list.

4. You may enter an additional condition and value in the remaining drop downs.

5. Select a logical operator (And or Or) in the area between the drop downs.

6. Click OK to apply the filter to the worksheet. The worksheet refreshes, with the filter applied.

Maintain Worksheet Detail Filters

In the Worksheet Details pane, click the Filter button. The Worksheet Detail Filter window opens.

Figure 5-10 Worksheet Detail Filter Window

Note: Click the clear filter button to remove the filter criteria.

Create a Worksheet Detail Filter

1. Select Column to have the filter compare the values in two columns.

   OR

   Select Value to have the filter match a value in a column.

2. Select a column to filter by from the Column drop-down list.

3. Select a condition to apply to the filter from the Condition drop-down list.

4. Select a column to compare to the previous column in the Column drop-down list if you chose to filter by column above.

   OR

   Select of Enter a value for the filter to look for in the next field if you chose to filter by value above.

5. Click Add Criteria. The criteria is added to the Worksheet Detail Filter table.

6. Repeat the steps above to continue adding criteria. Continue to the next step.

7. Click Save As to save the filter.

   Enter a name for the filter in the Save Filter dialog.

Apply a Worksheet Detail Filter

1. Select a filter from the Filter drop-down list.

2. Select criteria from the Worksheet Detail Filter table. You can select multiple criteria.

3. Click Apply Filter. The Worksheet Detail Filter window is closed and the filter is applied.

Delete Worksheet Detail Filter Criteria

1. Select a filter from the Filter drop-down list .

2. Select criteria from the Worksheet Detail Filter table.

3. Click Remove Criteria. The criteria is removed from the filter. Click Remove All, to remove all criteria from the filter.

Delete a Worksheet Detail Filter

1. Select a filter from the Filter drop-down list.

2. Click Delete Filter. The filter is removed from the Filter drop-down list.

View Conflict Check Results

The Conflict Check Results workspace allows you to review the results of background conflict checking for worksheets, price changes, promotions, and clearances. If the background conflict checking system option is selected, conflict reviews occur in the background, or when the system is not busy performing other tasks. An alert appears in the Conflict column of the worksheet, price change, promotion, or clearance maintenance pane when conflict checking is complete. At that time, use the following procedures to view the results of background conflict checking.

When background conflict checking is off the system performs conflict checks immediately when Conflict Check is clicked from the Price Change, Promotions, or Clearances workspaces.

View Results

Navigate: From the Task Pad, select Conflict Check Results > View Conflict Check Results. The Conflict Check Results workspace opens.

Figure 5-11 Conflict Check Results Window

• Select the conflict results you want to view.

Delete Conflict Check Results

1. Select the conflict results to delete.

2. Click Delete.

View Tasks

Navigate: From the Task Pad, select View Tasks > View Tasks. The View Tasks workspace opens.

Figure 5-12 View Tasks Window

1. In the Start Date field, enter the processing start date.

2. In the End date field, enter the processing end date.

3. Click Search. The tasks pertaining to the selected dates are listed.

Worksheet Status

The pricing worksheet can be maintained either by enabling the filter or by having the filter disabled. To enable or disable the filter, see "Edit System Options".

Maintain a Pricing Worksheet with Filter Disabled

Navigate: From the Task Pad, select Worksheet > Worksheet Status. The Worksheet Status workspace opens.

Figure 5-13 Worksheet Status Window

1. Select the worksheet you want to maintain.

   
   

   Note: You can select multiple worksheets as long as they are for the same department and currency.

   
   

2. Click Worksheet Detail. The Worksheet Details window is displayed.

   Figure 5-14 Worksheet Details Window - Filter Disabled

   
   

3. In the Item Level field, select the level in which you want the worksheet to be displayed. For example, Parent Level, to display all records at the parent level.

4. Click Save to save the worksheet.

5. Click Done to go back to the Worksheet Status window.

Maintain a Pricing Worksheet with Filter Enabled

Navigate: From the Task Pad, select Worksheet > Worksheet Status. The Worksheet Status workspace opens.

Figure 5-15 Worksheet Status Window - Filter Enabled

1. Select the worksheet you want to maintain.

   
   

   Note: You can select multiple worksheets as long as they are for the same department and currency.

   
   

2. Click Worksheet Filter. The Worksheet Search window is displayed.

   • Click Skip Filter to avoid the filtering.

   Figure 5-16 Worksheet Search Window

   
   

3. In the Worksheet Search pane, select the necessary fields and click Search.

   • The records based on the search criteria are displayed in the Worksheet Filtered Result pane.

4. Click Done to go back to the Worksheet Status window.

Submit a Pricing Worksheet for Approval

The Pricing Worksheet status must be in In Progress to enable the Submit action. To change the status of the Pricing Worksheet from New or Updated to In Progress, you need to have at least one row or item selected for price change.

1. Select the worksheet that you want to submit.

2. Review the information in the Worksheet Status window to ensure that it is correct.

3. From the Action drop-down list, click Submit.

4. Click Apply. The status is changed to Submitted and the Pricing Worksheet is ready for approval.

Note: Before the status changes to Submitted, RPM checks the Pricing Worksheet to ensure that there are no conflicts. The status options that are available from the Action drop-down list change based on current status of the worksheet's details.

Approve a Pricing Worksheet

Note: The Pricing Worksheet status must be in either Submitted or Delete Pending status before you can select the approve action.

1. Select the worksheet that you want to approve.

2. When you are ready to approve the submitted or delete Pending Pricing Worksheet, select Approve.

3. Click Apply. The Pricing Worksheet information is saved and applied.

Note: For worksheets in Submitted status, before the status changes to Approved, RPM checks the Pricing Worksheet to ensure that there are no conflicts. Delete pending status worksheets are not conflict checked before being moved to Deleted status. When the system option, Dynamic Area Differentials is off, secondary area worksheets are enabled when the primary area is approved. When the system option is on, changes to secondary areas happen dynamically after changes to the primary area.

Reject a Pricing Worksheet

You can reject a Pricing Worksheet that has a status as Submitted or Delete Pending. When you reject a submitted or delete pending Pricing Worksheet, its status changes to Rejected or Delete Rejected.

Note: If you want to work with the Pricing Worksheet when its status is Rejected, Reset the status of the Pricing Worksheet (see the following procedure).

1. Select the worksheet that you want to reject.

2. You can enter a Reason for the rejection in the Reason field. Click the edit (dotted) button to open an editing window where you can enter a reason up to 250 characters long.

3. From the Action drop-down list, select Reject.

4. Click Apply. The status of the Pricing Worksheet changes to Rejected or Delete Rejected.

Reset the Status of a Pricing Worksheet

Use the Reset action to return the worksheet to its previous status.

1. Select the worksheet that you need to reset the status for.

2. From the Action drop-down list, select Reset.

3. Click Apply. The Worksheet Status window refreshes and the worksheet is returned to its previous status.

Delete a Pricing Worksheet

1. Select the worksheet that you want to delete.

2. From the Action drop-down list, select Delete.

3. Click Apply. The Pricing Worksheet is moved to Delete Pending status and is ready to have your deletion approved or rejected.

Note: The options that are available from the Action drop-down list change based on worksheet's current status.

Worksheet Detail

Maintain Worksheet Details

Navigate: From the Task Pad, select Worksheet > Worksheet Status. The Worksheet Status workspace opens.

Figure 5-17 Worksheet Status Window

1. Select the worksheet you want to view the details of. You can select multiple worksheets or click Select All to select of all the worksheets.

2. Click Worksheet Detail. The Worksheet Details workspace opens.

   Figure 5-18 Worksheet Details Window

   
   

Merchandise Extract Item Deletions

Navigate: From the Task Pad, select Worksheet > Merchandise Extract Item Deletions. The Merchandise Extract Item Deletions workspace opens.

Figure 5-19 Merchandise Extract Item Deletions Window

1. Double-click on the row on the summary table that you would like to see more details. The details table is populated with the items and information that were excluded from the resulting worksheet for the particular run of the merchandise extract.

2. Filter the detail results by selecting the appropriate drop-down menus.

   Table 5-2 Drop-down Menu Definitions

   Column	Definition
   Area Differential Exclusion	Item/location combinations that have been excluded from a Secondary Area Differential.
   Invalid Maintain Margin Cost	The strategy is maintain margin and the item/location does not have a cost change in the cost review period.
   Invalid Secondary Item	Item/locations that meet one of the following conditions: Does not belong to any link code whereas the same item belongs to a link code in the primary area. Does not exist in the primary area AND does not belong to any link code in the secondary area. Belongs to a link code that does not exist in the primary area.
   Missing Link Item	When one or more item from a item-link code/zone group is missing the entire group is excluded. Item/locations that meet one of the following conditions: If any one item from a Link code is present in the worksheet, all items in the same Link code must also be present in the worksheet. Items sharing the same Link code should have the same Basis UOM. Items sharing the same Link code should all have the same Class Vat Indicator settings. For Margin and Maintain Margin Strategies, items sharing the same Link code should have the same Margin Market Basket code. For Competitive Margin Strategies, items sharing the same Link code should have the same Competitive Market Basket code.
   New Item Location	Item/locations that are not present in at the start of a review period cannot be added in the middle of a review period.
   No Cost	No cost could be found for the item/location.
   No Retail	No retail could be found for the item/location.
   Candidate Rule Exclusion	The item/location meets a exclusion candidate rule.
   Variable Link Code	The item does not have the same Link Code at all locations in the zone.
   Variable Link MBC	The items sharing a market basket code do not have the same Link Code at all locations in the zone.
   Variable Link Selling UOM	The items sharing a link code do not have the same Basis UOM at all locations in the zone.
   Variable Link Vat Indicator	The items sharing a link code do not have the same vat indicator at all locations in the zone.
   Variable Zone Selling UOM	The item does not have the same Basis UOM at all locations in the zone. The strategy is maintain margin and the item/location does not have a cost change in the cost review period.

   
   

Edit Proposed Retail Prices

Enter a new retail price in the New Retail field as required for each item.

Take or Reject Proposed Price Changes

1. Select the level to view the worksheet at from the Item Level drop-down list.

2. Change the Price Change Indicator field in the appropriate row:

   • Select "Take" to accept the proposed price change for the item.

   • Select "Don't Take" to reject the proposed price change for the item.

3. Click Save. Your changes to the worksheet are saved and the Worksheet Status workspace opens.

• See "Worksheet Columns" for a complete list of the editable columns in the worksheet.

View Totals

Navigate: From the Task Pad, select Worksheet > Worksheet Status. The Worksheet Status workspace opens.

Figure 5-20 Worksheet Status Window

1. Select the worksheet you want to view the details of. You can select multiple worksheets or click Select All to select of all the worksheets.

2. Click Worksheet Detail. The Worksheet Details workspace opens.

   Figure 5-21 Worksheet Details Window

   
   

3. Select the row you want to view totals for by clicking the box to the left of the row.

   Press and hold the Ctrl key while selecting to select multiple rows. Click Select All to select all the rows.

   
   

   Note: If no items are selected, the totals appear for all items where a price change would occur.

   
   

4. Click Totals. The Totals window opens.

   Figure 5-22 Worksheet Totals Window

   
   

View Price Change Totals

1. Select the Price Change Totals tab. The totals for all of the item rows that you selected appear on the Totals window.

2. Click Done. The Totals window is closed.

View Sales Totals

1. Select the Sales Totals tab. The totals for the sales for the item rows that you selected appear on the Totals window.

2. Click Done. The Totals window closes.

View Competitive Analysis Totals

1. Select the Competitive Analysis Totals tab. The totals for how you are competing in all retail zones that you have selected appear on the Totals window.

2. Click Done. The Totals window is closed.

What-If Analysis

Navigate: From the Task Pad, select Worksheet > Worksheet Status. The Worksheet Status workspace opens.

Figure 5-23 Worksheet Status Window

1. Select the worksheet you want to view the details of. You can select multiple worksheets or click Select All to select all of the worksheets.

2. Click Worksheet Detail. The Worksheet Details workspace opens.

   Figure 5-24 Worksheet Details Window

   
   

3. Select the row you want to perform a what-if analysis on by clicking the box to the left of the row.

• Press and hold the Ctrl key while selecting to select multiple rows. Click Select All to select all the rows.

Perform What-if Analysis on a Clearance Pricing Strategy

1. Click What If. The What If window opens.

   Figure 5-25 What-if Clearance Window

   
   

2. Make changes to the following fields to test what happens to the worksheet:

   • Price guide - Select a new price guide from the New drop-down list.

   • Markdown percent - Enter a markdown percent in the New Markdown Percent field.

3. Click Apply. The What If window is closed and the data in the Worksheet change to reflect the changes made in the What If window.

Perform What-if Analysis on a Competitive Pricing Strategy

1. Click What If. The What If window opens.

   Figure 5-26 What-if Competitive Window

   
   

2. Make changes to the following fields to test what happens to the worksheet:

   • Price guide - Select a new price guide from the New drop down.

   • Compete type - Select a different compete type for the whole worksheet or by code by selecting from the New Compete Type drop downs.

   • Compete percent - Enter a new compete percent in the New Compete Percent field.

3. Click Apply. The What If window is closed and the data in the Worksheet change to reflect the changes made in the What If window.

Perform What-if Analysis on a Margin Pricing Strategy

1. Click What If. The What If window opens.

   Figure 5-27 What-if Margin Window

   
   

2. Make changes to the following fields to test what happens to the worksheet:

   • Price guide - Select a new price guide from the New drop down.

   • Margin target - Enter a margin target in the New Margin Target field.

3. Click Apply. The What If window is closed and the data in the Worksheet change to reflect the changes made in the What If window.

Reset What-if Data

1. Click What If. The What If window opens.

2. Click Reset. The values are returned to their original value.

3. Click Apply. The What if window closes and the data in the worksheet returns to original values.

Export a Worksheet

The Export function allows you to export the current view of the worksheet to a Comma Separated Value (.CSV) file.

Navigate: From the Task Pad, select Worksheet > Worksheet Status. The Worksheet Status workspace opens.

Figure 5-28 Worksheet Status Window

1. Select the worksheet you want to view the details of. You can select multiple worksheets or click Select All to select of all the worksheets.

2. Click Worksheet Detail. The Worksheet Details workspace opens.

   Figure 5-29 Worksheet Details Window

   
   

3. Select the row you want to export by clicking the box to the left of the row.

   • Press and hold the Ctrl key while selecting to select multiple rows. Click Select All to select all the rows.

4. Click the Export (up arrow) button. The Save window opens.

   Figure 5-30 Worksheet Export save Window

   
   

5. Select a location to save the file to from the Save In drop down.

6. Enter a name for the file in the File Name field.

7. Click Save. The file is saved.

8. Open the file in the program of your choice such as a spreadsheet or word processor.