Pricing Management Import
Utilities Menu -> Inventory Control -> Rates/Costs/Prices -> Customer
Pricing Management -> Pricing Management Import
This utility can be use to import the latest values for Customer First Tier Rental Rates and Second Tier Rental Rate Levels in the Multi-Tiered Customer Special Pricing tables.
Existing information can first be exported to a spreadsheet
using the Pricing Management Export
utility.
After the spreadsheet is updated and saved to a 'tab-delimited text
file', the file can be moved from the Client workstation to the
server by clicking the UPLOAD button at the bottom of
the screen.
Then the file can be imported back into the system to complete the
update of the customer Tier 1 and Tier 2 rate information for
Multi-Tiered Customer Special Pricing.
The selection information required for the Import action
includes:
-
- FIRST RATE CODE
- Accept the default rate code displayed for this column as
assigned on the last Export run, or if the import file is different
enter the correct rate code for the first rate column, or select
one from the drop-down box as setup in the Company Default Rates.
Note: Each Rate Code description reflects the Description
assigned to the corresponding Rate Code in the Company Default Rates, regardless of the rate code
description and rate hours setup for a specific Group.
The import updates the rate charges but does not change the rate
structure, so the rental rate for the Group will still be updated
according the Rate Code, even if the description and rate hours are
different for a unique Group.
SECOND RATE CODE
- Accept the default rate code displayed for this column as
assigned on the last Export run, or if the import file is different
enter the correct rate code for the second rate column, or select
one from the drop-down box as setup in the Company Default Rates.
THIRD RATE CODE
- Accept the default rate code displayed for this column as
assigned on the last Export run, or if the import file is different
enter the correct rate code for the third rate column, or select
one from the drop-down box as setup in the Company Default Rates.
FOURTH RATE CODE
- Accept the default rate code displayed for this column as
assigned on the last Export run, or if the import file is different
enter the correct rate code for the fourth rate column, or select
one from the drop-down box as setup in the Company Default Rates.
FIFTH RATE CODE
- Accept the default rate code displayed for this column as
assigned on the last Export run, or if the import file is different
enter the correct rate code for the fifth rate column, or select
one from the drop-down box as setup in the Company Default Rates.
CLEAR EXISTING RATES
- Uncheck this box to only update the customer's existing Tier 1
Groups, and Tier 2 information from the import file, and to leave
any un-reference records unchanged.
Check this box to clear all existing records in the Customer First Tier Rental Rates and Second Tier Rental Rate Levels for the customer on
the import sheet, before importing the new rate information.
This means any Tier 1 or Tier 2 rate records not on this import
file will be removed from the Multi-Tiered
Customer Special Pricing tables for those customers.
Any customers not on the import sheet will remain
unchanged.
OPERATOR
- Accept the code for the operator currently signed in or enter
the correct operator code.
Finished?
- After the file has been moved to the server and named properly
using the UPLOAD option, click ACCEPT to initiate the
data import, or CANCEL to abort.
- PASSWORD
- To verify and track the operator code, enter the password for
the operator as outlined in Password
Required.
Post Rate Updates:
If no errors occur, review the changes on the resulting spreadsheet
and click YES to update the Multi-Tiered
Customer Special Pricing tables, or click NO to abort the
changes.
Import Conditions and Errors:
If any errors occur, no customer rate records are updated and a
spreadsheet listing the error reasons is generated.
The following rules are respected by the import process:
- Customer number must be a valid "Customer #" or a valid
"Alternate Customer #" in Customer
Information.
- When not using the Clear Existing Rates option on the
import, the Group on the spreadsheet must already be listed in the
Customer First Tier Rental Rates for the
customer or the import will fail with the error that "Tier 1
Pricing Rates do not exist for this cust/group".
- Expiry Date for 'Tier 1' Group rates must be in the
future.
- When a 'Tier 2' Special Rate Level is being assigned, and there
are multiple records for the Customer because of multiple 'Tier 1'
Groups , then the same 'Tier 2' Special Rate Level must be repeated
in that column for each row.
- Each Group number must always be prefaced with a + (plus) to
differentiate it from a product number.
- Quote Group numbers and mapped Sys Group numbers
must be valid in the Group file.
- The Rate in dollars is imported to 2 decimal places.
- Any Rates for a Group that match the 'Tier 3' pricing in
Multi-Tiered Customer Special Pricing will
be ignored.
- The Quote Groups in the import file with all associated
Sys Groups per the Quote Group
Mapping table, must include all the same rate codes in the
Group file, as are listed on the Import
data sheet.
To assist with this requirement, the ability to push the Quote
Group rate structure to the Sys Groups is provided when
the groups are setup in the Quote Group
Mapping table.
e.g. If a Group has only Rate Codes 2 and 3, but there is also a
column for Rate Code 4 on the Import sheet, the import will fail
with the error that "Ties 1 Pricing Rates do not exist for this
group".
Note: If any of the import records fail for any reason, the
entire import will fail.
An error report will be generated in the same spreadsheet format
with the error reason defined to the right of the error column, and
no customer records will be updated.
ACTIONS:
Additional actions provided by buttons on
the Pricing Management Import screen include:
- Move a File from the Client to the Server:
In
preparation for importing a 'tab-delimited text file', click the
UPLOAD button to move the file from the Client to the
Server as outlined in Select a File to
Upload.
The file is automatically re-named on the server to
pricing_import.txt so that it can be imported.
Topic Keyword: ARPRC04 (4386)