Working with a product pricing set

Use PD Mass Maintenance Entry to update values in the product pricing sets. You can use these functions to modify multiple rows and columns of data:

  • Column Calculator

    Use the Column Calculator to create a equation to update multiple integer or decimal fields in the selected records. The equation-building functionality is helpful when the vendor has groups of products with a similar change that can be converted to a equation.

    For example, the price of products in a particular rebate group has increased 7.2 percent. To reflect this change, you would enter: price[1] = price[1] * 1.072 in the Column Calculator Wizard.

  • Column Override

    Use Column Override function to change a field on multiple records to a specific value.

    For example, to change the contact number on an entire batch of record, select Contract # from the Column field, and then specify the new contract number in the Value field. When you click OK, the selected Contract # fields in the worksheet display the new contract number.

  • Disable Columns

    When you work with multiple columns of information, data entry errors are common. To minimize those errors, you can disable columns in your spreadsheet. If you edit an individual record, this function also disables the corresponding field in the Details section.

    For example, you are working on a spreadsheet with 10 columns of information, and 1000 rows of records. You want to manually modify the information in two non-adjacent columns. You can disable the other eight columns to prevent data entry errors and minimize the number of columns you must tab through.

To modify a individual record within a product pricing set, select the record. Click Edit, change the settings, and then click Save. You must use the update the product pricing set to change the record in PD Pricing Setup.

Use these instructions to modify multiple records in a product pricing set:

  1. Select Pricing and Discounting > Entry > Mass Maintenance.
  2. Specify the set name, and then click Continue.

    If the product pricing set is scheduled to run at another time, you are prompted to delete the set. If you click No, you can access the set at a later time. If you click Yes, the set is deleted.

  3. Use the Criteria Search function to group or select a sub-set of records from your pricing set. For example, to change the end date for rebate records that expire in February, specify dates in the To End Date field, and then click Search.
  4. To lock individual columns, perform these steps:
    1. Select the records to change, and then select Column Actions > Disable Columns.
    2. Move fields from the Enabled list to the Disabled list.
    3. Click Save.
  5. To modify an entire column with a specific value, perform these steps:
    1. Select the records to change, and then click Column Actions > Column Override.
    2. Select the column.
    3. Specify the value.
    4. Click OK.
  6. To use a calculation to modify an entire column of information, perform these steps:
    1. Select Column Actions > Column Calculator.
    2. On the Step 1 page, select the column to update, and then click Next.
    3. On the Step 2 page, select the type of value you want to use, and then click Next. Select one of these options:
      Data field
      Select this option to use a value from an existing field. Select the field from the Column Label field.
      Constant
      Select this option use a specific value. Specify the value in the Value field.
      Open Parenthesis
      Select this option to start the equation with an equation. Select a data field value or specify a constant value before you click Next.
    4. On the Step 3 page, select an operation, and then click Next. The Step 2 page reopens.
    5. Select another value, and then click Next.
    6. Continue to build the equation. Select Done on the Step 3 page when you finished the equation.
    7. After you finished the equation, click Finish on the Step 4 page.
  7. After you updated the product pricing set, update the PD Pricing Setup records.