PD Administrator Remove/Inactivate Customer Price Report overview

A PD Pricing Setup Customer Pricing or Rebate record is considered expired when the ending date for each record is less than or equal to the date you specify in the Remove Records up to Ending Date field. If you decide not to remove expired records, the PD Pricing Setup Customer Pricing or Rebate record is inactive and but remains in the file. When you delete Customer Pricing/Rebate records, all records with a status of inactive are deleted. This includes those records inactivated because the ending date was reached, as well as those manually inactivated.

You can run the report based on the PD Setup Pricing Last Used Date, Start Date, both, or none. If a pricing record is set up without an expiration date, you can use Last Used Date as criteria for record inactivation. You can also run the report in non-update mode.

Pricing records are printed on the report in order by End Date, Start Date, and then Last Used Date. If you select Last Used Dt, Start Dt, or Both for option 5, and Inactivate for option 7, but the records are found that qualify with a blank End Date, the End Date is updated on those records with the current date. The current End Date is also printed on the report. Once these pricing records are updated with an End Date, you can re-run PD Administrator Remove/Inactivate Customer Price Report with Remove Inactivated Pricing Records set to Yes, and specify a date for Remove Records up to Ending Date.