3 System Options

The Pricing System Options provides users the ability to choose and specify foundation data, multiple parameters, and system defaults at the system level. This information defines how the system is set up and eventually behaves. Many of these options are defined at the time of installation and cannot be changed. Some options and defaults can be changed at any time and some allow changes but may have a large impact on any data that is already present.

The System Options screen is divided into the following collapsible containers:

• Price Events

• Conflict Check

• Zones

• Data Retention

• System Defaults

• Report Options

• System Administration

Price Events

The Price Events container allows users to set several parameters which will affect the processing of price events within the pricing system.

1. From the Tasks menu, select System Options under Application Administration. The System Options tab appears.

   Figure 3-1 System Options Tab

   
   

2. From the Price Events container, set the following parameters:

   Table 3-1 Price Event Parameters

   Field	Description
   Price Event Processing	This value represents the number of days required between the create date and the effective date of a price event. It does not determine the communication processes or timing but simply allows the retailer to ensure that price events are created with enough advance timing that stores and other process areas can react accordingly. This value will be used in the price change, clearance, and promotion UI's.
   Single UOM Used for All Items	If this option is populated, it provides the ability to inform the pricing system that there is only one unit of measure (UOM) to be used throughout. This is particularly useful to improve performance when a fixed-price price event is created.
   Offer End Date Required	This field determines whether the End Date is a required field on an Offer. If this field is switched on after implementation, it means that any new offers must have an end date, and if the user edit's an offer through the Offer wizard an end date will be required for the edit to be successful. If the switch is turned on after implementation, an offer which does not have an end date because it was entered with the switch turned off can still go through any of the workflow steps without an end date. The end date will only be required it the user edits the offer from the Offer wizard.
   Reset Clearance with Price Change	This field extends the functionality of a price change event, enabling it to end a clearance cycle by acting as an implied clearance reset when the price change is executed.

   
   

3. When you have completed your updates, click Save to save your updates and remain on the System Options tab or Save and Close to save your changes and close the tab.

Conflict Check

The Conflict Check container allows users to set default options for conflict checking of price changes and clearances.

1. From the Tasks menu, select System Options under Application Administration. The System Options tab appears.

   Figure 3-2 System Options Tab

   
   

2. From the Conflict Check container, set the following parameters:

   Table 3-2 Conflict Check Parameters

   Field	Description
   Regular Retail must be Greater than Clearance Retail	This system option provides retailers the ability to configure the system to allow for a Clearance retail that is greater than the regular retail for an item location. If the indicator is set to YES (checked) conflict checking will raise a conflict for the clearance event when the retail of the clearance is greater than the regular retail for the item location. If the indicator is set to No (unchecked) conflict check will be skipped for this rule.
   Clearance Retail must be Less than Previous Markdown	This system option provides retailers the ability to configure the system to allow for a Clearance retail that is greater than the previous clearance markdown for an item location. If the indicator is set to YES (checked) conflict checking will raise a conflict for the clearance event when the retail of the clearance is greater than the previous clearance markdown for the item location. If the indicator is set to No (unchecked) conflict checking will be skipped for this rule.
   Run for Submit	This option allows the user to run the conflict checking process during the price event Submit action.

   
   

3. When you have completed your updates, click Save to save your updates and remain on the System Options tab or Save and Close to save your changes and close the tab.

Zones

The Zones container allows the user to set zone/parent ranging and warehouse options for price changes, clearances, and promotions.

1. From the Tasks menu, select System Options under Application Administration. The System Options tab appears.

   Figure 3-3 System Options Tab

   
   

2. From the Zones container, set the following parameters:

   Table 3-3 Zones Parameters

   Field	Description
   Zone / Parent Ranging	This system option designates whether or not ranging is required when creating price events including regular price changes, or clearance. If this system option is checked, when a user creates a price change/clearance at a level higher than transaction/location (tran/zone, parent/zone, parent/loc, and so on.) the system will ensure there is at least one item/location ranged underneath the event. If there is not at least one, then the system will not allow the user to create the event. If this system option is not checked, then ranging will only be performed on price changes/clearances created at the transaction/location level and ranging checks will not be performed on events created at any other higher level.
   Recognize Warehouses as Locations	This system option controls whether warehouses will exist in Pricing zones and hold retail values for warehouse locations. When the system options is set to Yes, warehouses will appear in the Location LOVs and can be assigned to price zones When the system option is set to No, warehouses are not available in Pricing and will not appear in the Location LOVs. Stock on hand values will be zero and will not be calculated for warehouse locations when set to No.

   
   

3. When you have completed your updates, click Save to save your updates and remain on the System Options tab or Save and Close to save your changes and close the tab.

Data Retention

The Data Retention container contains settings that allow the user to set the number of days to maintain price change, clearance, and promotion data prior to purging.

1. From the Tasks menu, select System Options under Application Administration. The System Options tab appears.

   Figure 3-4 System Options Tab

   
   

2. From the Data Retention container, set the following parameters:

   Table 3-4 Data Retention Parameters

   Field	Description
   Price Change / Clearance Rejects	This field defines the number of days after the effective date of a rejected price change or clearance when it should be purged from the system.
   Clearance After Reset	Expired clearance records must be purged from the system in order to manage the size of the database. The field holds the number of months past a clearance reset date that should be purged. If a clearance is never reset it cannot be purged, as the item/location still exists as a clearance. In addition, any FUTURE_RETAIL records associated with a clearance will not be purged until the clearance is reset.

   
   

3. When you have completed your updates, click Save to save your updates and remain on the System Options tab or Save and Close to save your changes and close the tab.

System Defaults

The System Defaults container contains user interface defaults for price change, clearance, and promotion.

1. From the Tasks menu, select System Options under Application Administration. The System Options tab appears.

   Figure 3-5 System Options Tab

   
   

2. From the System Defaults container, set the following parameters:

   Table 3-5 System Defaults Parameters

   Sub-Container	Field	Description
   Price Change	Item Level	This is the default indicator to define the item level that is displayed when the user enters the price change workflow wizard. The item selection options include; Item, Parent/Diff. Note: This parameter is included as a placeholder for future functionality, it does not drive any functionality in this release.
   	Diff Type	This default defines the Diff type value that will be displayed in the Diff Type field in the Price Change workflow wizard when the user enters and selects Parent/Diff. Note: This parameter is included as a placeholder for future functionality, it does not drive any functionality in this release.
   	Change Type	This field holds a value for the default price change type that will be displayed when the user is creating a price change.
   	Reason	This field holds a value for the default reason code that is displayed when the user is creating a price change.
   Clearance	Item Level	This is the default indicator to define the item level that is displayed when the user enters the clearance workflow wizard. The item selection options include; Item, Parent/Diff and Item List.
   	Diff Type	This default defines the Diff type value that will be displayed in the Diff Type field in the Clearance workflow wizard when the user enters and selects Parent/Diff.
   	Change Type	This field holds a value for the default change type that is displayed when the user is creating a clearance.
   	Reason	This field holds a value for the default reason code that will be displayed when the user is creating a clearance. Note: During the implementation process system options are set prior to creating any code values. This system option is only available for setting once the reason code structure has been created/uploaded (API) into the system.
   	Markdown Value for Resets	The value selected here is used as the Markdown code which is used for Resets. If this value is populated, the value is ignored when presenting options for the markdown code in the Add Markdown Wizard. In addition, if it is populated, it is used as the default for the Add Reset dialog.
   Promotion	Item Level	This is the default indicator to define the item level that is displayed as the default in the include/exclude items dialog of the Offer wizard. The options include: All Departments, Department, Class, Subclass, Parent/Diff, Item, Item List, Upload List.
   	Diff Type	This default defines the Diff type that is displayed in the Diff Type field in the Include/Exclude Item popup in the Offer wizard when the Parent/Diff Item level is selected.
   	Discount Type	This field holds a value for the default discount type that is displayed in the Rewards trains stop of the Offer wizard.

   
   

3. When you have completed your updates, click Save to save your updates and remain on the System Options tab or Save and Close to save your changes and close the tab.

Report Options

The Report Options container contains system options for Operational Insights.

1. From the Tasks menu, select System Options under Application Administration. The System Options tab appears.

   Figure 3-6 System Options Tab

   
   

2. From the Report Options container, set the following parameters:

   Table 3-6 Report Options Parameters

   Field	Description
   Critical Count of Unapproved Price Changes	This system option holds the number of unapproved price changes considered critical to highlight on the Price Changes Pending Approval dashboard report. This value is used to aid in highlighting situations that need attention on the Price Changes Pending Approval report.
   Critical Count of Unapproved Clearances	This system option holds the number of unapproved clearance considered critical to highlight on the Clearance Pending Approval dashboard report. This value is used to aid in highlighting situations that need attention on the Clearance Pending Approval report.

   
   

3. When you have completed your updates, click Save to save your updates and remain on the System Options tab or Save and Close to save your changes and close the tab.

System Administration

The System Administration container contains system options that are maintained by a system administrator. The user's security privileges determine if this section is displayed.

1. From the Tasks menu, select System Options under Application Administration. The System Options tab appears.

   Figure 3-7 System Options Tab

   
   

2. From the System Administration container, set the following parameters:

   Table 3-7 System Administration Parameters

   Sub-Container	Field	Description
   	Auto Purge of Conflict Check Working Tables	This field determines if the conflict checking engine automatically purges working data from the BULK_CC_PE* tables at the end of processing. The purge only happens when conflict check is initiated via the UI.
   Price Change Maximums	Groups for Download or Search Results	The maximum number of Price Change Groups that will be returned in search results. In addition, the maximum number of groups that can be downloaded at one time.
   	File Size for Upload	The maximum file size (in bytes) that is accepted for uploading Price Changes.
   	Price Change Upload Chunk Size	The maximum number of uploaded records to be processed in a single thread for spreadsheet.
   Clearance Maximums	Groups for Download or Search Results	The maximum number of clearance groups that will be returned in search results. In addition, the maximum number of clearance groups that can be downloaded at one time.
   	File Size for Upload	The maximum file size (in bytes) that is accepted for uploading Clearances.
   	Clearance Upload Chunk Size	The maximum number of uploaded records to be processed in a single thread for spreadsheet.
   Promotion Maximums	Groups for Download or Search Results	The maximum number of promotion groups that will be returned in search results. In addition, the maximum number of promotion groups that can be downloaded at one time.

   
   

3. When you have completed your updates, click Save to save your updates and remain on the System Options tab or Save and Close to save your changes and close the tab.