Setting up and maintaining automatic pricing records

Use these instructions to set up the parameters to interface to an outside pricing service bureau, manufacturer, or other source that provides pricing and descriptive product information digitally. When these parameters are defined, you can run the PD Administrator Automatic Pricing Report to update records.

  1. Select Pricing and Discounting > Setup > Automatic Pricing.
  2. Click New.
  3. Specify the pricing record name in the Type field. Use a name that identifies the service bureau or manufacturer, type of update, or update period.
  4. Specify the beginning position and length of the fields to update.
  5. To set up or change pricing record types in order, select Automatically Load Next Record in the Search function.

    You can also click Previous and Next to load pricing record types.

  6. In the Additional Information section, set up default values for records. Indicate how you want the pricing record to update your inventory records.
  7. Click Save.
  8. To update records, select Pricing and Discounting > Administration > PDA Reports > Automatic Pricing.
  9. To run a new one-time report, select New > One Time.
  10. On the Options page, specify this information:
    Pricing Service
    Specify the pricing record name that you defined in the Type field in PD Automatic Pricing Setup.
    Pricing File Name
    Specify the name of the pricing file that you imported. This file must be located in the directory specified in the System File Location field in SA All Company Information Setup.
    For new Products, Enter Default Warehouse
    Specify a default warehouse. If you specified Product in the Create New field in PD Automatic Pricing Setup and this option contains a valid warehouse, a Product Warehouse Product Setup record is created. The vendor number, product line, and category from the PD Automatic Pricing Setup record are included on the new record.
  11. Finish the report.
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