Customer Price Changes – Prices Changes from Excel

From System Admin there is now an option to process customer price changes from Excel. This new feature can be used to Change customer prices on the Services tab and Contract Pricing tab of all customer accounts. Additionally, this feature allows the user to add Notes to these accounts referencing the Price Changes.

Select the System Admin Tab – Select #13 Customer Price Changes Menu:

Bins/Services Price Updates

Step One – Create Services Download File for Price Changes

To process price changes on the Services tab of the customer accounts begin by creating an excel download file of all the customers that will be included in the price change process.

From the Customer Price Changes Menu – Select #1 Create Price Upd Download File:

This will create an Excel spreadsheet of only Bins that have an Operand code and that match the selection criteria that is entered in the Bins/Service Selections screen.

Enter any of the following criteria to create the excel download file – Press Confirm to produce the spreadsheet:

A single page report CS0140P1 – Bins Price Update Download Selections is generated with the selection criteria entered.

The message board will display when the spreadsheet is ready to download. Double click on the Bins Prc Upd line to download to excel.

The download will include several fields including all of the variable fields. There are columns for the Current Operand and Current $Amount as well as the New Operand and New $Amount. These fields will match in the initial download. Populate the New Operand and/or the New

$Amount with the price change information.

Note:

·         Normal Excel formatting applies – if doing a formula in the New $Amount field, first format as a number. Make sure to not include the dollar symbol or commas. Including symbols or commas will cause the file to error during the upload process.

·         Do not make modifications to the formatting of columns that are not being populated with new data. For example, do not change the column Current $Amount to text formatting.

·         Company Number has to be in Text format, format Company number as text before uploading. If your company number begins with a zero (example 01), the CSV format will sometimes drop the leading zero. Make sure to format the company number as Text and add the leading zero back if it was removed.

·         There is also a column to populate the Reason Code for the price change. Reason codes can be entered and updated even if they are not currently being required from the Cycle Master.

·         The New Operand, New $Amount and Reason Codes are the only fields in the file that when uploaded will update fields in the system.

·         If changing the New Operand it must be one of the following: N, G, P, D, A, S, or Z. It cannot be left blank.

·         Do not delete any columns from the spreadsheet. Rows can be deleted but not columns.

·         Do not change the number of decimal places in the Current $Amount Column. For example if the Current Amount is 25.4568 do not change this to two decimal places, the amount will then display as 25.46. When this is uploaded, an error will be received that the Old(Current)$Amount no longer matches what is in the system.

·         The process will also allow multiple Price Update Download files to be combined together into on spreadsheet and uploaded at one time.

·         The Current Operand, Current Override, Customer Price List, Bin Size/Charge Code and the Material code must match the customers’ current information when the file is uploaded and posted to the system. If it does not, these accounts will be treated as errors.

·         If the file will not be uploaded the same day as it was downloaded and the System Master option to Re- sequence Bins is checked to yes, consider temporarily unchecking this option to no because if the Bin line # changes from the data in the download file those records will result in errors because they no longer match original download.

·         Only one user at a time can be in the Download or Upload screen. However users can download or upload multiple files when the process is not in use. Each time a file is uploaded it will override the previous file.

·         When the file is uploaded, if there are customers with no changes left in the file (all data is remaining the same), no update and no adding of notes will occur for those customers.

Step Two – Upload Bins Price Changes to Import File

After updating the spreadsheet, save two copies. First save an excel copy of the spreadsheet, this will be used if further modifications are needed due to errors in the upload file. Second save as BINSIFU in a CSV format (.csv) to the C drive of the pc. The CSV copy is the file that will be uploaded.

Note: Make sure to save the file directly to the C drive and not in a folder. If you are not able to save to the C drive, then make a note of the file path where the document is saved and that will be used in the next step.

Follow these FTP instructions to upload the file into the system.

1.    Make sure the file is saved as BINSIFU in a .csv format on the C drive.

2.    On the PC, click the START MENU and select CMD prompt. (For Windows 10 - Select All Apps – then select Windows Systems and then select Command Prompt).

3.    The MSDOS window will display. At a prompt type cd c:\ and press enter.

Note: If the file was saved somewhere other than the C drive, enter the file path where it was saved here instead of the c:\.

4.    The c:\ prompt will now be displayed.

·         E-PAK customers type FTP EPAK.SOFT-PAK.COM and press enter.

·         I-Pak Customers type FTP and the IP Address of the AS400 (example FTP 145.4567.145)

5.    At the USER prompt, type in your I-PAK/E-PAK User Profile ID and press enter.

6.    At the password prompt, type in your I-PAK/E-PAK User Profile Password and press enter. Note: The password will not display and the cursor will not move when the password is being entered in this step.

7.    Back at FTP> type: PUT BINSIFU.CSV IWSE4XX/BINSIFU (Note: Replace XX with your Dataset – your dataset is listed on the top of the i-Pak/e-Pak screen, for e-Pak customers this is also the first two characters of your user id). Press enter.

8.    After the file transfer is done, the message: File transfer completed successfully with the # of bytes received and time will display.

9.    Type QUIT and press enter.

10.  Type EXIT and press enter. This will close the MSDOS command prompt window.

After the FTP is complete - In I-Pak/E-Pak from the Customer Price Changes Menu - select #2 Upload Price Upds to Import File:

A confirmation window will display confirming the file has been uploaded. Press Enter to continue:

Step Three – Create Notes to Add to Customers with Price Changes

Use this option to create notes that will be added to the customer accounts documenting the Price Changes.

From the Customer Price Changes Menu – Select #3 Price Update Notes Maintenance:

Select Add to add New Notes:

Notes can be added by Company, Cycle, Price List and Tax Body in any combination. Use Asterisks in the Company, Cycle, Price List and Tax body fields to pull all (Company & Cycle =

**, Price List = ****, Tax Body = ******). Hierarchy used to determine which group the customer falls into based on the criteria entered in the note groups:

Up to 10 lines of notes can be added in each Note group. All fields are required, enter Company, Cycle, Plst, Tbdy, Note Code and at least one line of Note Text. In this example, the following note will be added to all customers in Co#01 with a cycle code of R1 that are included in the price update.

Select Confirm to add Note to Bins Price Update: Customer Notes:

Note: If more than one Note code is needed, Press Enter After the first note has been entered and a blank note code field will display. Enter the additional Code and Note, then press Confirm:

The Note(s) have now been added to the Bins Price Update: Customers Notes and will remain in the BINS Price Update: Customer Notes screen until they are deleted. These are left here for future use and can be edited at any time.

To Update an existing Note – Right Click on the record and select Update:

Press Enter to Add New Note Code and Note text or make changes to existing text. Select Confirm when complete to save changes:

To Delete an existing Note – Right Click once on the record and Select Delete – If all need to be deleted Select Delete All:

Note: Notes can be copied as well, to copy an existing Note, right click on the record and then select Copy.

Step Four – Price Update Notes Listing

From the Customer Price Changes Menu – Select #4 Price Update Notes Listing to print a listing of all notes that are currently in the Bins Price Updates Note file:

This will print the Notes Edit Listing Only - Press enter to continue:

Report CS0143NP1 – Bins Price Update: Notes Edit Listing is generated review for errors:

Step Five – EDIT Price Update Imported Data

The Price Update Imported Data Edit will validate the following from the data that was uploaded into the system:

·         The customer and bin number still exist.

·         The information matches the current data on the customer accounts including the following fields: Size/Charge Code, Material Code, Price list, Old Operand and Old Price.

·         The New Operand and New Price are still valid to be overridden.

·         It’s a valid operand and it is within override allowable limits.

·         The user is authorized to the company and cycle.

o   Note: Any records the user is not authorized to update will be bypassed and no update will occur to those records, a listing of these records will appear on the CS0144P1 BINS Price Update: Post New Prices – Security Exceptions report.

·         If the cycle requires a reason code it ensures that one was entered into the spreadsheet.

From the Customer Price Changes Menu – Select #5 Edit Price Update Imported Data:

The Edit listing can be generated by Company, Cycle, Price List and Tax body or any combination of these; leave any of them blank to select all.

Enter the selection criteria and Select Confirm:

Up to three listings will be generated from this option. If no errors are found for the bin record and either the Operand or the Price is being changed, an Update Listing will be generated. The Update listing is broken down by Company/Cycle and will print in order of Company, Cycle, Customer# and Bin#.

Listings:

1) A Cover sheet that will print all selections made and a final message that will indicate if any errors were found and/or if any updates were found.

2)   Error Exception listing

3)   Price Updates that will be posted when the Post option is run.

After Confirm is selected on the Edit Listing, the Price Update Notes scan will display. The only records that will display are those that match the Selection criteria that were entered on the Edit Listing screen.

This gives the user the opportunity to review, add, update or delete any notes prior to processing the edit listing.

Select Back to return to the Edit Listing Selection screen, Select Exit to exit out of the process altogether or Select Continue to proceed with generating the Edit Listing.

Once Continue is selected the following screen is displayed, press Enter to continue.

All Edit Listings will now be generated. The Notes Edit listing will be separate from the Exceptions Listing and the Update Listing and will only include those notes that fall into the selections made. If the Note code is no longer valid it will print an error message on the Notes Listing.

Review the following listings and correct any errors. The Edit listing can be ran multiple times if needed.

Listings:

Bins Price Update: Edit Selection Criteria – CS0143P1

Bins Price Update: Edit Listing ***Error Exceptions*** - CS0143P2

Bins Price Update: Edit Listing ***BINS to be Updated*** – CS0143P3, Bins Price Update: Note Edit Listing - CS0143NP1

CS0143P1 – Bins Price Update Edit Selections Criteria – indicates selection criteria and if there are any errors it references the report to review for the details of those errors:

CS0143P2 – Bins Price Update: Edit Listing ***Error Exceptions*** - detail of what the errors are and which accounts these errors have occurred on:

CS0143P3 - Bins Price Update: Edit Listing ***BINS to be Updated*** - listing of updates that will occur when posted:

Note: The Total # of Bins Printed will only be those Bin/Service lines that have a price update occurring. If there are lines in the upload file where the price is remaining the same, those will not display or reflect in the total count on the CS0143P3 report since no update is occurring with those records.

CS0143NP1 - Bins Price Update: Notes Edit Listing - listing of Notes will be added based on the Edit Selection Listing Criteria:

How to Correct Errors

If errors appear on CS0143P2 – Bins Price Update: Edit Listing ***Error Exceptions*** or the Notes Edit Listing, these will need to be corrected before moving forward. If there are customers that should not be included, they will need to be removed from the spreadsheet and the file will have to be re-uploaded. Make the modifications to the saved excel spreadsheet and then resave as csv format, begin back at Step Two and run Edits again Step Five.

Common Errors that may occur:

·         Customer Information no longer matches what was originally in the download spreadsheet. In the example above there are two errors, the Price List has changed on one account and the Old Price has changed on the second account. To correct these, change the fields back to match the original download or remove from spreadsheet and re-upload.

·         User processing request does not have security to update Bins information. Grant user access or have user with access to update BINS/Services to process price changes.

·         Note Code does not exist – if the note code being used gets removed during the process the notes cannot be added. Recreate note code or use a different one. This will require an update to the existing Note using #3 Price Updates Note Maintenance.

Step Six – Post Customer Price Updates

Once all errors have been corrected, proceed with posting the customer price changes. From the Customer Price Changes Menu – Select #6 Post Customer Price updates:

The selection screen is the same as the Edit option. Enter Selection Criteria and select Confirm:

When confirm is selected the Bins Price Update: Customer Notes scan screen will display. The user will have one additional chance prior to posting to review and edit any notes to ensure they are correct. Select Continue to proceed with Posting:

If errors remain, the user will receive a warning that the price update will not process. Review the CS0143P2 – Bins Price Update: Edit Listing ***Error Exceptions*** report and correct errors. Once errors are corrected, proceed again with posting.

If no errors exist, the review edit reports window will display. At this time the edit reports can be reviewed one last time.

Reports:

Bins Price Update: Edit Selection Criteria – CS0143P1

Bins Price Update: Edit Listing ***BINS to be Updated*** – CS0143P3 Bins Price Update: Note Edit Listing - CS0143NP1

If all updates are correct, select Yes to proceed with customer price updates. Select No to cancel the request and exit the process.

Select Enter to continue.

Customer Price Changes posting will generate up to three reports:

1)  

CS0144P1 – BINS Price Update: Post New Prices – Security Exceptions Report = if the user that is processing the post is not authorized to a Company or a Cycle, it will be printed on this report and the update for those will not occur;

2)  

CS0144P2 – BINS Price Update: Post New Prices Lock Exceptions Report = if any Company or Cycle is locked for Billing (for those Companies/Cycles that the user is authorized to) or if any Customer is locked for update by another process or user, those will be printed on this report and the update to those will not occur.

3)  CS0144P3 – BINS Price Update: Post New Prices Updated Bins/Services Listing = this will print any bin record that was able to be updated during this post process. It is broken down by Company/Cycle, prints in order of Company, Cycle, Customer#, Bin#. It includes the Customer#, Service Name, Tax Body, Price List, Sz/Cg Code, Old and New Operand, Old and New Override Price, Reason Code, Reason Description, and the notes written for that customer.

Note: The Total # of Bins Updated will only be those Bin/Service lines that have a price update occurring. If there are lines in the upload file where the price is remaining the same, those will not display or reflect in the total count on the CS0144P3 report since no update is occurring with those records.

Where does the Reason Code Display for Bins/Services Price Updates

If a reason code was entered into the Bins/Service Price Changes Spreadsheet, the Reason code is available to view from the Services – Service Change History screen.

Example: From any account that was included in the Bins/Services price update spreadsheet – select the Services tab on the customer’s account and then select Svc Chg Hst (F18):

Highlight the line showing the price change and click Select or double click on the line:

The Reason Code will then display:

Note: Reason Codes are not Notepad Codes and do not display in customer notes.

Contract Pricing Price Updates

Step One – Create Contract Pricing Download File for Price Changes

To process price changes on the Contract Price tab of the customer accounts begin by creating an excel download file of all the customers that will be included in the price change process.

From the Customer Price Changes Menu – Select #11 Create Price Upd Download File:

This will create an Excel spreadsheet of any Contract Pricing (CPRD) records with a contract price type of “P” (Price) that match the selection criteria that is entered.

Enter any of the following criteria to create the excel download file (any or all of the fields can be left blank to pull all if needed) – Press Confirm to produce the spreadsheet:

Note:

·         If the From Effective Date is left blank but the To Expiration Date has been populated, all Contract Pricing records where the Contract Dates are not zero will be included and will include from the Oldest Effective date through the requested Expiration Date.

·         If the From Effective Date is populated but the To Expiration Date has been left blank, all Contract Pricing records where the Contract Dates are not zero will be included and will include any that has an Effective Date greater than or equal to what is requested through to the greatest Expiration Date.

·         If both the Effective and Expiration dates are left blank, all records are pulled even when these dates are zero in Contract Pricing.

A single page report CS0145P1 – CPRD Price Update: Download Selections is generated with the selection criteria entered.

The message board will display when the spreadsheet is ready to download. Double click on the C/P Prc Upd line to download to excel.

The download will include several fields including all of the variable fields. There are Current and New Columns for the following fields:

Current Flat$ / New Flat$ Current Rate$ / New Rate$ Current Basis / New Basis Current Min$ / New Min$ Current Max$ and New Max$

These fields will match in the initial download. Populate the New column with the price change information based on what is changing for each customer.

Note:

·          Normal Excel formatting applies – if doing a formula in the New $Amount field, first format as a number. Make sure to not include the dollar symbol or commas. Including symbols or commas will cause the file to error during the upload process.

·          Do not make modifications to the formatting of columns that are not being populated with new data. For example, do not change the column Current $Amount to text formatting.

·          Company Number has to be in Text format, format Company number as text before uploading. If your company number begins with a zero (example 01), the CSV format will sometimes drop the leading zero. Make sure to format the company number as Text and add the leading zero back if it was removed.

·          There is also a column to populate the Reason Code for the price change. Reason codes can be entered and updated even if they are not currently being required from the Cycle Master.

·          Changes to the Reason Code, New Flat$, New Rate$, New Basis, New Min$ and New Max$ on the spreadsheet are the only fields that will be updated in the system as part of this process.

·          Do not delete any columns from the spreadsheet. Rows can be deleted but not columns.

·          Do not change the number of decimal places in the Current $Amount Column. For example if the Current Amount is 25.4568 do not change this to two decimal places, the amount will then display as 25.46. When

this is uploaded, an error will be received that the Old(Current)$Amount no longer matches what is in the system.

·          The process will also allow multiple Price Update Download files to be combined together into on spreadsheet and uploaded at one time.

·          If the file will not be uploaded the same day as it was downloaded and the System Master option to Re- sequence Bins is checked to yes, consider temporarily unchecking this option to no because if the Bin line # changes from the data in the download file those records will result in errors because they no longer match original download.

·          Only one user at a time can be in the Download or Upload screen. However users can download or upload multiple files when the process is not in use. Each time a file is uploaded it will override the previous file.

·          When the file is uploaded, if there are customers with no changes left in the file (all data is remaining the same), no update and no adding of notes will occur for those customers.

Step Two – Upload Contract Pricing Price Changes to Import File

After updating the spreadsheet, save two copies. First save an excel copy of the spreadsheet, this will be used if further modifications are needed due to errors in the upload file. Second save as CPRDIFU in a CSV format (.csv) to the C drive of the pc. The CSV copy is the file that will be uploaded.

Note: Make sure to save the file directly to the C drive and not in a folder. If you are not able to save to the C drive, then make a note of the file path where the document is saved and that will be used in the next step.

Follow these FTP instructions to upload the file into the system.

1.    Make sure the file is saved as CPRDIFU in a .csv format on the C drive.

2.    On the PC, click the START MENU and select CMD prompt. (For Windows 10 - Select All Apps – then select Windows Systems and then select Command Prompt).

3.    The MSDOS window will display. At a prompt type cd c:\ and press enter.

Note: If the file was saved somewhere other than the C drive, enter the file path where it was saved here instead of the c:\.

4.    The c:\ prompt will now be displayed.

·         E-PAK customers type FTP EPAK.SOFT-PAK.COM and press enter.

·         I-Pak Customers type FTP and the IP Address of the AS400 (example FTP 145.4567.145)

5.    At the USER prompt, type in your I-PAK/E-PAK User Profile ID and press enter.

6.    At the password prompt, type in your I-PAK/E-PAK User Profile Password and press enter. Note: The password will not display and the cursor will not move when the password is being entered in this step.

7.    Back at FTP> type: PUT CPRDIFU.CSV IWSE4XX/CPRDIFU (Note: Replace XX with your Dataset – your dataset is listed on the top of the i-Pak/e-Pak screen, for e-Pak customers this is also the first two characters of your user id). Press enter.

8.    After the file transfer is done, the message: File transfer completed successfully with the # of bytes received and time will display.

9.    Type QUIT and press enter.

10.  Type EXIT and press enter. This will close the MSDOS command prompt window. 11.

After the FTP is complete - In I-Pak/E-Pak from the Customer Price Changes Menu - select #12 Upload Price Upds to Import File:

A confirmation window will display confirming the file has been uploaded. Press Enter to continue:

Step Three – Create Notes to Add to Customers with Price Changes

Use this option to create notes that will be added to the customer accounts documenting the Price Changes.

From the Customer Price Changes Menu – Select #13 Price Update Notes Maintenance:

Select Add to add New Notes:

Notes can be added by Company, Cycle, Price List and Tax Body in any combination. Use Asterisks in the Company, Cycle, Price List and Tax body fields to pull all (Company & Cycle =

**, Price List = ****, Tax Body = ******). Hierarchy used to determine which group the customer falls into based on the criteria entered in the note groups:

Up to 10 lines of notes can be added in each Note group. All fields are required, enter Company, Cycle, Plst, Tbdy, Note Code and at least one line of Note Text. In this example, the following note will be added to all customers in Co#01 with a cycle code of IA that are included in the Price Update.

Select Confirm to add Note to Contract Pricing (CPRD) Price Update: Customer Notes:

Note: If more than one Note code is needed, Press Enter After the first note has been entered and a blank note code field will display. Enter the additional Code and Note, then press Confirm:

The Note(s) have now been added to the CPRD Price Update: Customer Notes and will remain in the CPRD Price Update: Notes screen until they are deleted. These are left here for future use and can be edited at any time.

To Update an existing Note – Right Click on the record and Select Update:

Press Enter to Add New Note Code and Note text or make changes to existing text. Select Confirm when complete to save changes:

To Delete an existing Note – Click once on the record to highlight and Select Delete – If all need to be deleted Select Delete All:

Note: Notes can be copied as well, to copy an existing Note, right click on the record and then select Copy.

Step Four – Price Update Notes Listing

From the Customer Price Changes Menu – Select #14 Price Update Notes Listing to print a listing of all notes that are currently in the Contract Pricing (CPRD) Price Updates Note file:

This will print the Notes Edit Listing Only - Press enter to continue:

Report CS0143NP1 – Bins Price Update: Notes Edit Listing is generated review for errors:

Step Five – EDIT Price Update Imported Data

The Price Update Imported Data Edit will validate the following from the data that was uploaded into the system:

·         The customer and Contract Pricing record still exist.

·         The information matches the current data on the customer accounts, including the following fields: Contract Price Type ‘P’, Size/Charge Code, Material Code, Price list, Old Flat$ and Old Rate$.

·         The Size/Charge code can be overridden.

·         If a New Flat$ is populated that the Size/Charge code is a flat type code and same for the New Rate$ that it is a rate type code.

·         The Flat$ and Rate$ is within override allowable limits.

·         The user is authorized to the company and cycle.

o   Note: Any records the user is not authorized to update will be bypassed and no update will occur to those records, a listing of these records will appear on the CS0149P1 CPRD Price Update: Post New Prices – Security Exceptions report.

·         

If the cycle requires a reason code, that one was entered into the spreadsheet. From the Customer Price Changes Menu – Select #15 Edit Price Update Imported Data:

The Edit listing can be generated by Company, Cycle, Price List and Tax body or any combination of these; leave any of them blank to select all.

Enter the selection criteria and Select Confirm:

Up to three listings will be generated from this option. If no errors are found for the Contract Pricing record and either the Flat$ or Rate$ is being changed, an Update Listing will be generated. The Update listing is broken down by Company/Cycle and will print in order of Company, Cycle, Customer#, Size/Charge Code, and Material Code.

Listings:

1)  A Cover sheet that will print all selections made and a final message that will indicate if any errors were found and/or if any updates were found.

2)  Error Exception listing

3)  Price Updates that will be posted when the Post option is run.

After Confirm is selected on the Edit Listing, the Price Update Notes scan will display. The only records that will display are those that match the Selection criteria that were entered on the Edit Listing screen.

This gives the user the opportunity to review, add, update or delete any notes prior to processing the edit listing.

Select Back to return to the Edit Listing Selection screen, Select Exit to exit out of the process altogether or Select Continue to proceed with generating the Edit Listing.

Once Continue is selected the following screen is displayed, press Enter to continue.

All Edit Listings will now be generated. The Notes Edit listing will be separate from the Exceptions Listing and the Update Listing and will only include those notes that fall into the selections made. If the Note code is no longer valid it will print an error message on the Notes Listing.

Review the following listings and correct any errors. The Edit listing can be ran multiple times if needed.

Listings:

CS0148P1 – CPRD Price Update EDIT Selection Criteria

CS0148P2 – CPRD Price Update: Edit Listing ***Error Exceptions *** CS0148P3 – CPRD Price Update: Edit Listing - *** C/P to be Updated *** CS0143NP1 – CPRD Price Update NOTES Edit Listing

CS0148P1 – CPRD Price Update EDIT Selection Criteria – indicates selection criteria and if there are any errors it references the report to review for the details of those errors:

CS0148P2 – CPRD Price Update: Edit Listing ***Error Exceptions *** - detail of what the errors are and which accounts these errors have occurred on:

CS0148P3 – CPRD Price Update: Edit Listing - *** C/P to be Updated ***

- listing of updates that will occur when posted:

Note: The Total # of Records Updated will only be those Contract Pricing lines that have a price update occurring. If there are lines in the upload file where the price is remaining the same, those will not display or reflect in the total count on the CS0148P3 report since no update is occurring with those records.

CS0143NP1 – CPRD Price Update NOTES Edit Listing - listing of Notes will be added based on the Edit Selection Listing Criteria:

How to Correct Errors

If errors appear on CS0148P2 – CPRD Price Update: Edit Listing ***Error Exceptions *** report or the Notes Edit Listing, these will need to be corrected before moving forward. If there are customers that should not be included, they will need to be removed from the spreadsheet and the file will have to be re-uploaded. Make the modifications to the saved excel spreadsheet and then resave as csv format, begin back at Step Two and run Edits again Step Five.

Common Errors that may occur:

·         Customer Information no longer matches what was originally in the download spreadsheet. In the example above there are two errors, the Old Flat$ has changed on one account and on the second the Price List has changed. To correct these, change the fields back to match the original download or remove from spreadsheet and re-upload.

·         User processing request does not have security to update Contract Pricing information. Grant user access or have user with access to update Contract Pricing to process price changes.

·         Note Code does not exist – if the note code being used gets removed during the process the notes cannot be added. Recreate note code or use a different one. This will require an update to the existing Note using #13 Price Updates Note Maintenance.

Step Six – Post Customer Price Updates

Once all errors have been corrected, proceed with posting the customer price changes. From the Customer Price Changes Menu – Select #16 Post Customer Price updates:

The selection screen is the same as the Edit option. Enter Selection Criteria and select Confirm:

When confirm is selected the CPRD Price Update: Customer Notes scan screen will display. The user will have one additional chance prior to posting to review and edit any notes to ensure they are correct. Select Continue to proceed with Posting:

If errors remain, the user will receive a warning that the price update will not process. Review the CS0148P2 – CPRD Price Update: Edit Listing ***Error Exceptions*** report and correct errors. Once errors are corrected, proceed again with posting.

If no errors exist, the review edit reports window will display. At this time the edit reports can be reviewed one last time.

Reports:

CS0148P1 – CPRD Price Update EDIT Selection Criteria CS0149P2 – CPRD Price Update: Post New Prices Lock Exceptions

CS0148P3 – CPRD Price Update: Edit Listing - *** C/P to be Updated *** CS0143NP1 – CPRD Price Update NOTES Edit Listing

If all updates are correct, select Yes to proceed with customer price updates. Select No to cancel the request and exit the process.

Select Enter to continue.

Customer Price Changes posting will generate up to three reports:

1)  

CS0149P1 – CPRD Price Update: Post New Prices – Security Exceptions Report = if the user that is processing the post is not authorized to a Company or a Cycle, it will be printed on this report and the update for those will not occur;

2)  

CS0149P2 – CPRD Price Update: Post New Prices Lock Exceptions Report = if any Company or Cycle is locked for Billing (for those Companies/Cycles that the user is authorized to) or if any Customer is locked for update by another process or user, those will be printed on this report and the update to those will not occur.

3)  CS0149P3 – CPRD Price Update: Post New Prices Updated Contract Pricing Listing

= this will print any contract pricing record that was able to be updated during this post process. It is broken down by Company/Cycle, prints in order of Company, Cycle, Customer#, Size, Charge and Material Code. It includes the Customer#, Service Name, Tax Body, Price List, Contract Effective & Expiration Date, Sz/Cg Code, Material Code and Old and New Flat$/Rate$ amounts. It will also print the Reason Code and Description and any notes written for that customer.

Note: The Total # of Records Updated will only be those Contract Pricing lines that have a price update occurring. If there are lines in the upload file where the price is remaining the same, those will not display or reflect in the total count on the CS0149P3 report since no update is occurring with those records.

Where does the Reason Code Display for Contract Pricing Price Updates

If a reason code was entered into the Contract Pricing Price Changes Spreadsheet, the Reason code is available to view from the Contract Price – Contract History screen.

Example:

From any account that was included in the Contract Pricing price update spreadsheet – select the Contract Price tab on the customer’s account and then select Contract History:

Double Click on the line with the price change:

The Reason Code will then display:

Note: Reason Codes are not Notepad Codes and do not display in customer notes.