SA Pricing Science Report overview

Pricing Science for Distribution

Pricing Science for Distribution is a product designed by Infor Dynamic Science Labs that takes customer, product, and historical sales transaction data from distributors and after analysis, returns pricing recommendations intended to increase profit margins. These recommendations are imported into your Distribution SX.e database as new pricing records in the Pricing and Discounting module. Pricing recommendations are specific to customers and product groups, supporting hierarchies that reflect the performance of similar groups. Customers may be segmented into clusters based on what they deserve to pay, factoring in sales volume, profitability, and loyalty. Analysis is also performed against the visibility of a product, or how important the product is to customers. Exchanging data with PSD begins with extracting customer, product, and historical sales data from Distribution SX.e. Use the SA Pricing Science Report to export selected data to an XML file that is uploaded to your company's personal Amazon S3 storage area.

Prerequisites

Before you export or import data, complete these file updates:

• SA Business Rule Setup: Configure the export and import storage area business rules. The rules are: S3PSDBucket, S3PSDImportDir, and S3PSDExportDir.
• SA Table Code Value Setup: Verify all required tables values are set up.

See the Infor Distribution SX.e Integration Guide for Infor Pricing Science for Distribution.

Export

Use the SA Pricing Science Report to export selected data to XML and CSV files that are uploaded to your company’s personal Amazon WorkDocs inbox. Amazon WorkDocs sends the files to Pricing Science for Distribution through the Amazon WorkSpace Web client application. If you are not using Pricing Science for Distribution, you will not use this report.

Each person assigned to run the SA Pricing Science Report to export or import data must be set up in SA Operator Setup with correct security. Review and update these settings for each operator record:

• All operators performing the export or import: In SA Operator Setup-Function Security, access SARPS and set the security level to 3 (modify).
• All operators performing the import: In SA Operator Setup-Function Security, access PDSP and set the security level to 4 (add/change) or higher.

Output

When you run the SA Pricing Science Report an XML file is created that contains company data, code list data, master data, and invoice data. The XML file is assigned a file name in the format DataExtractForPSD-[company#]-[yyyymmdd]-[hhmmss].xml. The XML file is automatically saved in the directory defined in the Local Directory field on the SA Pricing Science Report. The file is compressed into a ZIP file and saved in the Amazon S3 storage location defined in the S3PSDImportDir business rule.

In addition to the XML file created by the export process, report output is created that lists the number of records created for each file type. The output also includes table data in the CSV files, and Master Data, Code List, and Invoice Transaction Data in the XML file. The report also includes the names of all files created in the output directory you specified for the report.

Import

The file provided by PSD is imported using the SA Pricing Science Report. PD Pricing Setup records are created based on the data in the imported XML file. This import does not update existing pricing records. The report reviews each record to determine if it matches an existing PD Pricing Setup record. If so, a message is printed on the report indicating the record already exists.

Each import file is named by PSD using the format “psd-pdsc-[company number]”, in lower case, Copy this file to the Inbound EDI directory you specified in SA Company Setup, or to the inbound directory you specify when you run the report. The file name of the report must include a four-digit company number. If your company number has less than four digits, then the company number is preceded by zeros. For example, if your company number is 10, the file name is psd-pdsc-0010.csv.

When you run the SA Pricing Science Report in update or edit mode, report output is created that lists the number of records read, records created, if you specify to update, and the number of errors. Any errors encountered are listed on the report. Each error corresponds to a line number assigned to each record in the CSV file so that you can identify the data in the file that is in error.

Hard errors and soft errors can occur during the import. A hard error is invalid data that must be fixed in the import data and resent; the data did not import. A soft error is invalid import data where the system did not use the data, and loads the default value rather than the invalid data. Soft errors do not stop processing, but the error is reported to show the original data that was replaced. Review these errors and notify the PSD team so they can make corrections to the next import file.

When you run SA Pricing Science Report to import new pricing records, they are created with an inactive status. Use the list of records created in the report output to find the new records in PD Pricing Setup. As you validate each new record, set its status to Active.

New records are displayed on the SA Pricing Science Report output in the error section, not as an error, with text in the Key Data column, for example: Created PD Record Number: 1234567.