Understanding Mass Price Maintenance

Perform these steps to update product prices using mass price maintenance.

Note: Product price maintenance requires a windows client running Microsoft Excel.

The following diagram illustrates the process for performing mass product price updates:

Image: Product price mass maintenance process

Process Flow — Product price mass maintenance process

Product price mass maintenance process
  1. On the Product Price Extract page, create a request for data by specifying the exact search criteria and then submit the job for processing.

    The application extracts the selected data and stores it in an extract record.

  2. Launch the Order Management Product Price Microsoft Excel file (OMProductPrice.XLS).

    Note: The Excel spreadsheet OMProductPrice.XLS must be able to run macros in order to function properly. If the macro security in Microsoft Excel is set to High, the spreadsheet will not operate properly. Verify that the security setting is at Medium or below by selecting Tools, Macro, Security and selecting Medium or Low as the Macro security setting for the machine.

  3. If this is your first time working with the OMProductPrice.XLS file, you will need to set the connection properties by clicking the Connection Properties button.

  4. Request the extracted data by selecting the Download Prices button and supplying logon data.

    Microsoft Excel loads and formats the received data.

  5. Modify the list prices as necessary using the Price Maintenance dialog box or by directly modifying the spreadsheet.

    Modify the data as follows:

    • Adjust the price for all items in the spreadsheet by amount or percent. When choosing which rows to modify, you can specify criteria such as current dated rows, future dated rows, or all rows. In addition, you can apply the changes to visible, hidden, or all rows, as needed. You can also specify the rounding decimals for the newly created prices.

    • Adjust the start and end dates for the product price. When choosing which rows to modify, you can specify criteria such as current dated rows, future dated rows, or all rows. In addition, you can apply the changes to visible, hidden, or all rows, as needed.

    • Set the Protect flag for all items in the spreadsheet. When choosing which rows to modify, you can specify criteria such as current dated rows, future dated rows, or all rows. In addition, you can apply the changes to visible, hidden, or all rows, as needed.

  6. Upload the changes made to the product prices to PeopleSoft by clicking the Upload Prices button and providing logon data.

    Confirmation of the update is sent back to Microsoft Excel. For each row that successfully applies, the status column turns green and reads Uploaded. If the a row in the spreadsheet does not post properly, the column turns red and reads Failed.

  7. Modify any rows that failed to post and resubmit the rows. To do so, click the Upload Prices button again.

Note: Keep in mind that you can alter prices on the Product Price page between the export and import of pricing data. Those changes will be overridden when new pricing information is imported from Microsoft Excel.