Creating a Mass Pricing Update Request

Prerequisites

To define a mass pricing update request, you should have:

  • Mass pricing update request types defined in the application

  • A currency conversion algorithm attached to the Currency Conversion For Bill Segments algorithm spot of the respective division

Procedure

To define a mass pricing update request:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Pricing Management and then click Mass Pricing Update Request.
    A sub-menu appears.
  3. Click the Add option from the Mass Pricing Update Request sub-menu.
    The Mass Pricing Update Request screen appears.
  4. Search for the required price assignments which you want to update in the Search Price Assignments zone.
  5. Do either of the following:
    If you want to...Then...
    Update all price assignments of a particular pricing entity type

    1. Select the check box corresponding to the respective pricing entity type.

    2. Click Mass Pricing Update.
    Update all price assignments of one or more pricing entity type

    1. Select the check box corresponding to the respective pricing entity types.

    2. Click Mass Pricing Update.
    Update all price assignments of all pricing entity types

    1. Select the check box corresponding to all pricing entity types.

    2. Click Mass Pricing Update.
    Update the price item pricing assigned to a particular person

    1. Select the check box corresponding to the Customer Agreed pricing entity type.

      The Customer Agreed Price Assignments zone appears.

    2. Select the check box corresponding to the required price item pricing that you want to update in the Customer Agreed Price Assignments zone.

    3. Click Mass Pricing Update.
    Update the price item pricing assigned to a particular account

    1. Select the check box corresponding to the Account Agreed pricing entity type.

      The Account Agreed Price Assignments zone appears.

    2. Select the check box corresponding to the required price item pricing that you want to update in the Account Agreed Price Assignments zone.

    3. Click Mass Pricing Update.
    Update the price item pricing assigned to a particular price list

    1. Select the check box corresponding to the Price List pricing entity type.

      The Price list Price Assignments zone appears.

    2. Select the check box corresponding to the required price item pricing that you want to update in the Price list Price Assignments zone.

    3. Click Mass Pricing Update.
    Update the price item pricing assigned to a particular price list associated to a particular product

    1. Select the check box corresponding to the Product pricing entity type.

      The Product Price list Price Assignments zone appears.

    2. Select the check box corresponding to the required price item pricing that you want to update in the Product Price list Price Assignments zone.

    3. Click Mass Pricing Update.

    The Select Request Type screen appears. It contains the following field:

    Field Name Field Description Mandatory (Yes or No)
    Mass Pricing Update Request Type Used to indicate the mass pricing update request type using which you want to create a mass pricing update request. Yes
  6. Select the required mass pricing update request type from the respective field.
  7. Click OK.

    The Mass Pricing Update Request screen appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Request Information Displays information about the mass pricing update request. Not applicable
    Mass Pricing Update Criteria Used to indicate whether you want to increase or decrease the rate in the price item pricing or whether you want to forcibly end the price item pricing on the update date. The valid values are:

    • Decrease Price

    • End Date Price

    • Increase Price

    		 Yes
    Mass Pricing Update Type Used to indicate whether you want to increase or decrease the rate by an absolute value or in percentage. The valid values are:

    • Absolute

    • Percentage

    Note: This field appears when the mass pricing update criteria is set to Increase Price or Decrease Price.
    		 Yes (Conditional)
    Note: This field is required when the mass pricing update criteria is set to Increase Price or Decrease Price.
    Rate Value Used to specify the rate by which you want to increase or decrease the price.
    Note:

    This field appears when the mass pricing update criteria is set to Increase Price or Decrease Price.

    You cannot specify a negative value or zero in the Rate Value field.

    		 Yes (Conditional)
    Note: This field is required when the mass pricing update criteria is set to Increase Price or Decrease Price.
    Currency Used to indicate the currency in which the rate is specified.
    Note:

    This field appears when the mass pricing update type is set to Absolute.

    If the pricing currency is different from the currency which is specified in the mass pricing update request, the system does the currency conversion using the algorithm which is attached to the Currency Conversion For Bill Segments algorithm spot of the respective division.

    		 Yes (Conditional)
    Note: This field is required when the mass pricing update type is set to Absolute.
    Update Date Displays the date when you want to update the price assignments. The system fetches the price assignments which are effective on the update date. If you want to forcibly end a price item pricing through the mass pricing update request, the end date in the price item pricing is set to the update date. However, if you want to increase or decrease the rate in a price item pricing through the mass pricing update request, the system behaves in the following manner:

    • If a price assignment is referred in past, the existing price assignment is end dated and a new price assignment is created.

    • If a price assignment is not yet referred in the system, the existing price assignment is updated.

    Note: You cannot update a price assignment through a mass pricing update request when the start or end date of the price assignment is equal to the update date.
    		 Not applicable
  8. Enter the required details in the Mass Pricing Update Request screen.
  9. Click Save.
    The mass pricing update request is defined in the Draft status. And, the status of all price assignment records in the mass pricing update request is set to Pending.

Related Topics

For more information on... See...
Mass Pricing Update Request screen Mass Pricing Update Request
Search Price Assignments zone Search Price Assignments