Pricing Worksheet
The Pricing Worksheet shows summary results of the pricing process by SKU.
These are the actions you can perform on this page:
Action | Description | ||
|---|---|---|---|
Approval Roles | A dropdown list of the available approval roles. | ||
 | Click this button to approve the price record for the SKU selected on the toolbar of the Pricing Worksheet. Skipping rules determine the next step: • If skipping rules are not used or are not satisfied, the approved price record is moved to the next approval level • If skipping rules are used and are satisfied, the approved price record is moved to the approval level defined in the skipping rule The Reason for Approve pop-up window opens, where you can enter a reason for the approval. • Clear the checkbox for Ignore Warnings to approve a price record that has a warning record • Clear the checkbox for Ignore Blockings to approve a price record that has a blocking record | ||
 | Click this button to reject the price record for the SKU selected on the toolbar of the Pricing Worksheet. The Reason for Reject pop-up window opens, where you can enter a reason for the rejection. | ||
 | Click this button to place a hold on the price record for the SKU selected on the toolbar of the Pricing Worksheet. The Reason for Hold pop-up window opens, where you can enter a reason for the hold.
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 | Click this button to start the upload process. | ||
View | Click this button to display a dropdown list of pages that can be opened in a pop-up window. Select a page to open that page in a pop-up window. Options are: • Price Pair Properties Dashboard – Opens the SKU page with the General tab in focus for the selected SKU. • Alerts – Opens the Alerts page where you can create an alert for the selected SKU or change the alert values on the page. • Price History – Opens the Price History page, which lists historical price values for the selected SKU. This listing matches up prices by slice/historical period. • Promotion Price History – Opens the Promotion Price History page, which lists the historical promotion price values for the selected SKU. • Cost History – Opens the Cost History page, which lists historical cost values for the selected SKU. This listing matches up costs by slice/historical period. • Monthly Financial History – Opens the Monthly Financial History page, which details price stream level financial results for the selected SKU. • Configurable Price Offset Details – Opens the Configurable Price Offset Details page, which displays the offset code assigned to the selected SKU. | ||
 | Click this button to display a dropdown list of related pages. Select a page to open that page. These pages are configured by default to display in the list: • PAI Foundation Dashboards
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Configure | Click this button to display the list of configuration options. Make your selections and click Apply. Options are: • Classic – Groups tabs under these sections: ◦ General ▪ Price ▪ Cost ▪ Margin ◦ Market ◦ Details ▪ Pricing Engine Log ▪ Journal • Single Column – Lists all sections of the Pricing Worksheet, with no section groupings. • Adjustable Panel – Groups sections on tabs, but without tab labels. • General Dashboard – Displays only the sections that appear in the General section. • Market Analysis Dashboard – Displays only the sections that appear in the Market section. • Details – Displays only the sections that appear in the Details section. | ||
 | Click this button to open a new email message using your default email application. | ||
New Price Data Source | Different data sources are used for the Pricing Worksheet depending on how it was opened. • If you clicked the  on the Price Action page, then results from the Price Action page for new price and volume are carried over to the Pricing Worksheet page.• If you used the main menu, then results from the Price Action page for new price and volume are carried over to the Pricing Worksheet if they exist - if they do not exist, zeros are substituted. • If you clicked Price Pair Properties Dashboard from the action button on the Pricing Policy page's Result tab in the Details section, then results from that policy for new price and volume are carried over to the Pricing Worksheet. For your convenience, the data source for new price and new volume data inputs for the Pricing Worksheet is posted to the New Price Data Source field in the Pricing Worksheet toolbar. Possible values for the New Price Data Source field include: • No records found: Appears when you use the main menu to access the Pricing Worksheet and the selected SKU does not have a record in the Price Action table. • Price Action: Appears when you use the main menu to access the Pricing Worksheet and the selected SKU has data in the Price Action table. Also, appears when you click the Go to Dashboard button ( ) from any page except a Pricing Policy page to access the Pricing Worksheet and the selected SKU has data on the Price Action table.• [Pricing Policy Name]: Appears when you click Price Pair Properties Dashboard from the action button on the Pricing Policy page's Result tab in the Details section to access the Pricing Worksheet. This action imports the new price and new volume information from the pricing policy as inputs for the page load event. |
