Customer Price Group SKU Exclusion Upload
Overview: The Customer Price Group SKU Exclusion Upload allows you to upload customer price group SKU exclusion information from an external system to create or update records in the Customer Price Group SKU Exclusion table.
Customer Price Group SKU Exclusion allows you to define the items/SKUs that are not eligible for the customer price group discount applied to an order during Customer Price Group Pricing.
If an item contains SKUs, you can exclude all SKUs for the item or indicate the specific SKUs you wish to exclude from the customer price group discount.
In this chapter:
• Customer Price Group Exclusion Upload Setup
• Customer Price Group SKU Exclusion Upload Process
• Customer Price Group Exclusion Upload Errors
• CPG Item/SKU Exclusions Upload Error Records Report
For more information: See Working with Customer Price Groups (WCPG).
Customer Price Group Exclusion Upload Setup
The setup required to use the customer price group SKU exclusion upload includes:
• Customer Price Group SKU Exclusion Upload Table
• CPGIXUP Customer Price Group Item Exclusion Upload periodic function
Customer Price Group SKU Exclusion Upload Table
Create records in the Customer Price Group SKU Exclusion Upload table to create or update records in the Customer Price Group SKU Exclusion table.
To populate: Create a customer price group SKU exclusion text file that contains the records you wish to upload. Run the UPCSTPG Upload Customer Price Group Exclusion File (Program name PFR0134, Parameter CUSTPGEUP) periodic function or use the Working with File Uploads (WUPL) menu option to upload the records in the text file to the Customer Price Group SKU Exclusion Upload table. You can use the sample data below to create records in the text file you wish to upload.
7|1|CPG|RF123SKU4567|ROSE XSML WMNS||
Note: If you wish to leave any field in the upload file blank, pass a space in the field so that the file can be processed without errors. Leaving a field with no space is interpreted as null in the database and causes errors.
Field |
Description |
Required. A code for the company associated with the Customer Price Group SKU Exclusion Upload record. The system processes only records associated with the company from where the Customer Price Group SKU Exclusion Upload Process was submitted. Company codes are defined in and validated against the Company table. Updates Company in the Customer Price Group SKU Exclusion table. Numeric, 3 positions. |
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Required. A unique number assigned to each Customer Price Group SKU Exclusion Upload record. The system processes the records in the Customer Price Group SKU Exclusion Upload table in ascending sequence number order. Numeric, 9 positions. |
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Required. The code for the customer price group associated with the item/SKU exclusion. Customer price group codes are defined in and validated against the Customer Price Group table. Updates Customer Price Group in the Customer Price Group SKU Exclusion table. Alphanumeric, 4 positions. |
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Required. A code for the item you wish to exclude from the customer price group discount. Item codes are defined in and validated against the Item table. Updates Excluded Item in the Customer Price Group SKU Exclusion table. Alphanumeric, 12 positions. |
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Optional. The SKU of the item you wish to exclude from the customer price group discount. • If the item contains SKUs and you leave this field blank, all SKUs of the item are excluded from the customer price group discount. • If the item contains SKUs and you specify a SKU in this field, only the SKU specified is excluded from the customer price group discount. SKU codes are defined in and validated against the SKU table. Updates Excluded SKU in the Customer Price Group SKU Exclusion table. Alphanumeric, 14 positions. |
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Updated by the system during the Customer Price Group SKU Exclusion Upload Process. The reason why the Customer Price Group Exclusion Upload record has been placed in an error status. See Customer Price Group Exclusion Upload Errors. Alphanumeric, 20 positions. |
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Updated by the system during the Customer Price Group SKU Exclusion Upload Process. The status of the Customer Price Group Exclusion Upload record. Valid values: • Blank = The Customer Price Group Exclusion Upload record has not yet been processed. • P = The Customer Price Group Exclusion Upload record has processed successfully. The system removes these records at the end of the Customer Price Group SKU Exclusion Upload Process. • E = The Customer Price Group Exclusion Upload record contains errors. See Customer Price Group Exclusion Upload Errors. Alphanumeric, 1 position. |
CPGIXUP Customer Price Group Item Exclusion Upload periodic function
Use the CPGIXUP periodic function to submit the Customer Price Group SKU Exclusion Upload Process.
Function: |
CPGIXUP |
Description: |
CPG ITEM EXCLUSION UPLOAD |
Program name: |
PFRCPGEXUP |
Company |
The Company flag must be selected. The Customer Price Group SKU Exclusion Upload process creates, updates, and deletes records in the Customer Price Group SKU Exclusion table based on the records in the Customer Price Group SKU Exclusion Upload Table using the company you entered when you submitted the CPGIXUP periodic function. |
1. The CPGIXUP periodic function is delivered with the system; use the Working with Periodic Functions (WPER) menu option to review it.
2. Use the Working with Periodic Processes (WPPR) menu option to assign the UPCSTPG and CPGIXUP periodic functions to a periodic process.
3. Once you have created the periodic process, you can use the Execute Periodic Process screen (located in the Working with Periodic Processes (WPPR) or Executing Periodic Processes (EPRO)) to define a schedule for the job. See Defining the Job Schedule.
For more information: See Scheduling Jobs for more information on How to Schedule a Job.
Customer Price Group SKU Exclusion Upload Process
Use the following steps to upload Customer Price Group SKU Exclusion records from an external system.
1. |
Run the UPCSTPG Upload Customer Price Group Exclusion File (Program name PFR0134, Parameter CUSTPGEUP) periodic function or use the Working with File Uploads (WUPL) menu option to populate the Customer Price Group SKU Exclusion Upload Table with customer price group SKU exclusion information from an external system. |
2. |
Execute the CPGIXUP Customer Price Group Item Exclusion Upload periodic function to submit the Customer Price Group Exclusion Upload process. The system submits the process for the specified company. |
3. |
The system updates the Processed field for each record in the Customer Price Group Exclusion Upload table to blank to include all records in the upload process. |
4. |
The system processes the records in the Customer Price Group Exclusion Upload table in Seq # order. |
5. |
The system validates each record in the Customer Price Group SKU Exclusion Upload Table. The required fields are: • Company: Validated against the Company table. • Seq # • Customer Price Group: Validated against the Customer Price Group table. • Item: Validated against the Item table. Optionally, you can define: • SKU: Validated against the SKU table. Must be a valid SKU for the specified Item. - If the item contains SKUs and you leave this field blank, all SKUs of the item are excluded from the customer price group discount. - If the item contains SKUs and you specify a SKU in this field, only the SKU specified is excluded from the customer price group discount. |
6. |
If the record in the Customer Price Group SKU Exclusion Upload table does not pass validation, the system: • Retains the record in the Customer Price Group SKU Exclusion Upload Table and updates the Processed field to E Error. • Prints the record on the CPG Item/SKU Exclusions Upload Error Records Report. A record in error remains in the Customer Price Group SKU Exclusion Upload table until you fix or delete it. The system validates the record again the next time you submit the Customer Price Group SKU Exclusion Upload Process. |
7. |
If the record in the Customer Price Group SKU Exclusion Upload table passes validation, the system: • Creates or updates the appropriate record in the Order Management System database. • Deletes the record from the Customer Price Group SKU Exclusion Upload Table. You can review and maintain customer price group SKU exclusions on the Work with Customer Price Group Exclusions Screen in the Working with Customer Price Groups (WCPG) menu option. |
Customer Price Group Exclusion Upload Errors
The system includes records in the Customer Price Group SKU Exclusion Upload Table that are in error on the CPG Item/SKU Exclusions Upload Error Records Report.
Error |
Reason |
Invalid Company |
The Company is missing, invalid, or inactive. |
Invalid Cust Prc Grp |
The Customer Price Group is missing or invalid. |
Invalid Item |
The Item is missing or invalid. |
Invalid SKU |
The SKU is not valid for the specified item. |
