Creating a product pricing set using the wizard

Use the PD Mass Maintenance Entry wizard to create a product pricing set that you can use to create, edit, and update multiple pricing records or rebate records.

After you create a set, you can edit each record in the details section or in an exported spreadsheet. You can also use functions, such as Column Calculator, to manipulate multiple columns and rows of data. After editing the records, you can update the product pricing set to process the records.

  1. Select Pricing and Discounting > Entry > Mass Maintenance.
  2. Click Create.
  3. Specify a unique Set ID number and a Description of the set.
  4. In the Record Type field, select either Price Records or Rebate Records. The record type you specify determines which fields are displayed in the wizard.
  5. In the (Price or Rebates) Records field, select the type of records to create. The price and rebate types selections in the (Price or Rebates) Records field depend on the options enabled in SA Administrator Options-Products-Pricing and SA Administrator Options-Products-Rebates.
  6. Click Next:
  7. Specify the criteria that determines which records are included in the set and then click Next.
  8. Specify whether you are creating new pricing records, update existing pricing records, or both.
  9. If you are creating new records, indicate the start date for the new pricing records. Optionally, specify an end date.
  10. Move fields from theAvailable Fields list to the Sort Fields list. Move fields in the order you that want the information to be displayed when you view the set. A sort selection is required. Click Next.
  11. Specify the scheduling and printing information and then click Finish. When processing a large number of records, schedule PD Mass Maintenance Entry as a stored report to run when fewer people are on the system.
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