Myridas Extended Pricing Integration User Guide - Dynavistics

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MyridasExtended Pricing IntegrationUser GuideVersion 12 for Dynamics GP 2013Document version: 1.0Date: 31st March 2013

CONTENTSContentsCONTENTS. 2EXTENDED PRICING INTEGRATION . 3PRICING DATA IMPORT. 41. IMPORT PRICING WINDOW. 41.1 Importing Pricing Data . 41.2 Flatfile Settings . 71.3 Flatfile Formatting .12PRICING DATA EXPORT .142. EXCEL FILE TEMPLATE MAINTENANCE WINDOW .152.1 Setting Up Excel Template IDs .153. EXTENDED PRICING EXPORT WIZARD .173.1 Using the Extended Pricing Export Wizard .173.2 SELECT EXCEL FILE TYPE SCREEN .183.2.1 Selecting an Excel File Template .183.3 SELECT EXTENDED PRICES SCREEN.193.3.1 Selecting Extended Prices .193.4 SELECT EXCEL WORKBOOK SCREEN .203.4.1 Selecting an Excel Workbook .203.5 SELECT EXCEL WORKSHEET SCREEN .213.5.1 Selecting an Excel Worksheet screen .213.6 COMPLETING EXPORT SCREEN .223.6.1 Using the Completing Export Screen .223.7 COMPLETING EXPORT SCREEN 2 .233.7.1 Using the Completing Export screen 2 .233.8 EXPORT COMPLETED SCREEN .243.8.1 Using the Export Completed Screen.24APPENDIX A .25EXTENDED PRICING INTEGRATION – ACCESS TO WINDOWS .25APPENDIX B .26EXTENEDED PRICING INTEGRATION - REPORTS.26APPENDIX C .27ABOUT MYRIDAS .27INDEX .28EXTENDED PRICING INTEGRATION USER GUIDE2

EXTENDED PRICING INTEGRATIONExtended Pricing IntegrationMicrosoft Dynamics GP Extended Pricing provides an alternative to thestandard Microsoft Dynamics GP pricing, giving you the facility to set upflexible pricing structures and customised pricing arrangements through pricesheets, price books and price groups.The m-hance Myridas Extended Pricing Integration facilitates the import data intoMicrosoft Dynamics GP Extended Pricing. For example, you may wish totransfer pricing structures from an existing system into Microsoft Dynamics GP. The Extended Pricing Integration module enables you to retain the integrityof any pricing data that you have set up externally to Microsoft Dynamics GPby importing data from flatfiles (.csv files) that could be created, for example, inExcel.The Extended Pricing Export Wizard provides additional functionality to enableyou to export any extended prices you have set up to an Excel spreadsheet.The main features of the Extended Pricing Integration module are: The facility to import pricing data to create price sheets and price booksThe facility to import pricing data to assign price sheets to price booksThe facility to import pricing data to assign price sheets and price books todebtors and prospectsThe facility to import pricing data to assign items and groups to price sheetsAn export wizard to enable the exporting of extended prices to an ExcelspreadsheetBefore you attempt to utilise the Extended Pricing Integration functionality it isrecommended that you refer to the Flatfile Settings and Flatfile Formattingsections.EXTENDED PRICING INTEGRATION USER GUIDE3

EXTENDED PRICING INTEGRATIONPricing Data Import1. Import Pricing windowTools Routines m-hance Extended Pricing Take-Ons ImportPricingUse the Import Pricing window to: Import pricing data to create price sheets and price booksImport pricing data to assign price sheets to price booksImport pricing data to assign price sheets and price books to debtors andprospectsImport pricing data to assign items and groups to price sheetsThe ImportPricingwindow1.1 Importing Pricing DataTo import pricing data in the Import Pricing window:1. Select the pricing data type that you want to import from the drop down menu.See Flatfile Settings (1.2) for further details of import types.Note that the import you select must be validated by Microsoft Dynamics GP. For example, you cannot assign a price sheet to a price book, where youhave not already created the price sheet.2. Enter the file that you want to import or use the Folder icon to browse to therequired .csv file on your system.3. You can select to include notes with the imported .csv file by clicking theNotes Included check box.Note that this option is only available for certain import types, see FlatfileSettings (1.2) for further details of imports where notes may be included.4. You can omit the first line of the spreadsheet if it has been used for columnheadings. To do this, select to Skip Headers on First Line.EXTENDED PRICING INTEGRATION USER GUIDE4

EXTENDED PRICING INTEGRATION5. Click to select whether to Insert Only, Update Only or Insert and Update thedata on the imported .csv file. These options identify the import routine thatyou want to perform. For example, if you select Insert Only then new records(such as a new price sheet, or the new assignment of a price sheet to a debtor)will be imported. Existing records (such as a price sheet that already exists onyour system) would not be imported and would result in an error.OptionNew RecordExisting RecordInsert OnlyUpdatedProduce errorUpdate OnlyProduce errorUpdatedInsert and UpdateUpdatedUpdated6. Under Max. Errors Allowed enter the maximum number of errors that youwant to be permitted before the import is stopped.Errors result when the import cannot validate data in a .csv file. This could bewhere the formatting of a field is wrong (see 1.3) or where incorrect valueshave been entered (for example an invalid item number is contained in the filefor import). Any errors detected in the import will be displayed in the errorsreport (see below). Records containing errors will not be imported.If you set a value in Max. Errors Allowed and that value is reached during theimport then the import will be stopped. All records up to that point will beimported.Note that if no quantity is entered then the import will be processed regardlessof the quantity of errors.7. Under Max. Warnings Allowed enter the maximum number of warnings thatyou want to be permitted before the import is stopped.Warnings result when the import finds records that can be imported but mayresult in problematic data, for example, where the net price is set to zero. Anywarnings detected in the import will be displayed in the errors report (seebelow). Records containing warnings will be imported.If you set a value in Max. Warnings Allowed and that value is reached duringthe import then the import will be stopped. All records up to that point will beimported.Note that if no quantity is entered then the import will be processed regardlessof the quantity of warnings.8. Click Import to import the selected .csv file.Note that you will receive an automatic warning if you attempt to import aflatfile with an incorrect number of fields.If there are errors in the import then a dialogue box will be displayed with theoption to print an errors report. To print an errors report click Yes.Sample ErrorsReportEXTENDED PRICING INTEGRATION USER GUIDE5

EXTENDED PRICING INTEGRATION9. When the import has been processed the Pricing Import Results window willbe displayed. Details of the records imported will be displayed along withdetails of errors and warnings encountered.The PricingImport Resultswindow10. Click OK to close the Pricing Import Results window.EXTENDED PRICING INTEGRATION USER GUIDE6

EXTENDED PRICING INTEGRATION1.2 Flatfile SettingsThe import process requires that the exact number of fields are present in the csv.file that you are importing. If an incorrect number are present then this will bedetected by the import and a warning will be given. The import will not beprocessed until you amend the .csv file or the import type that you have selected.The fields required in flatfiles to import are dependent upon the type option thatyou select in the Import Pricing window. For example, if you select to importPrice Book Headers then the .csv file should contain the fields Price Book Code,Price Book Description and the optional field Notes (if you want to import notesyou would need to select the Notes Included option - see 1.1).Price Book CodeSample .csv fileNEWPRICESPrice Book DescriptionNew price bookNotesNotes (optional)Full details of the fields required for each import type are displayed in the tablebelow. Note that each field requires specific formatting to be in place for theimport to function - see 1.3 for further details.Flatfile settingsImport TypeActionPrice Book HeadersCreate Price BookDebtor Price BookLinksAssign Price Book toDebtorPrice Book CodeDebtor CodeProspect Price BookLinksAssign Price Book toProspectPrice Book CodeProspect CodePrice Sheet HeadersCreate Price SheetPrice Sheet CodePrice Sheet DescriptionBase SheetNet Price OnlyActive FlagStart DateEnd DateCurrency ID (if thecompany/system is multicurrency)Notes (optional)Promotion PriceSheet HeadersCreate PromotionalPrice SheetPrice Sheet CodePrice Sheet DescriptionBase SheetNet Price OnlyActive FlagEXTENDED PRICING INTEGRATION USER GUIDERequired FieldsPrice Book CodePrice Book DescriptionNotes (optional)7

EXTENDED PRICING INTEGRATIONStart DateEnd DateCurrency ID (if thecompany/system is multicurrency)Notes (optional)Price Sheet PriceBook LinksAssign Price Sheet toa Price BookPrice Sheet CodePrice Book CodePrice Sheet DebtorLinksAssign Price Sheet toDebtorPrice Sheet CodeDebtor CodePrice Sheet ProspectLinksAssign Price Sheet toProspectPrice Sheet CodeProspect CodeBase Price SheetItemsAssign Item to BasePrice SheetPrice Sheet CodeItem NumberUnit of MeasureBreakpoint PricingFrom QtyTo QtyBased on U of MNet PriceBase Cost SheetItemsAssign Item to BaseCost SheetPrice Sheet CodeItem NumberUnit of MeasureBreakpoint PricingFrom QtyTo QtyBased on U of MNet PriceBase Price SheetGroupsAssign Groups to Base Cost Sheet CodeGroup CodePrice SheetUnit of MeasureBreakpoint PricingFrom QtyTo QtyBased on U of MNet PriceBase Cost SheetGroupsAssign Groups to Base Cost Sheet CodeGroup CodeCost SheetUnit of MeasureEXTENDED PRICING INTEGRATION USER GUIDE8

EXTENDED PRICING INTEGRATIONBreakpoint PricingFrom QtyTo QtyBased on U of MNet PriceNon-Base Price SheetItemsAssign Items to PriceSheetPrice Sheet CodeItem NumberUnit of MeasureBreakpoint PricingFrom QtyTo QtyBased on U of MPrice TypeValueNon-Base Price SheetGroupsAssign Groups toPrice SheetPrice Sheet CodeGroup CodeUnit of MeasureBreakpoint PricingFrom QtyTo QtyBased on U of MPrice TypeValueBase Price PromotionItemsAssign Items to BasePromotion SheetPrice Sheet CodeItem NumberUnit of MeasureBreakpoint PricingFrom QtyTo QtyBased on U of MValueBase Price PromotionGroupsNon-Base PromotionAssign Groups to Base Price Sheet CodeGroup CodePromotion SheetUnit of MeasureBreakpoint PricingFrom QtyTo QtyBased on U of MValueAssign Items toEXTENDED PRICING INTEGRATION USER GUIDEPrice Sheet Code9

EXTENDED PRICING INTEGRATIONItemsPromotion SheetItem NumberUnit of MeasureBreakpoint PricingFrom QtyTo QtyBased on U of MPrice/Promotion TypeValuePromotional LevelNon-Base PromotionGroupsAssign Groups toPromotion SheetPrice Sheet CodeGroup CodeUnit of MeasureBreakpoint PricingFrom QtyTo QtyBased on U of MPrice/Promotion TypeValuePromotional LevelQty Free PromotionItemsAssign Items as FreePromotions to a PriceSheetQty Free PromotionGroupsAssign Groups as Free Price Sheet CodePromotions to a Price Group CodeSheetUnit of MeasureFrom QtyTo QtyBased on U of MQty FreePromotion LevelFree Item NumberFree Item Unit of MeasureEXTENDED PRICING INTEGRATION USER GUIDEPrice Sheet CodeItem NumberUnit of MeasureFrom QtyTo QtyBased on U of MQty FreePromotion LevelFree Item NumberFree Item Unit of MeasureMaximum quantity free10

EXTENDED PRICING INTEGRATIONMaximum quantity freeEXTENDED PRICING INTEGRATION USER GUIDE11

EXTENDED PRICING INTEGRATION1.3 Flatfile FormattingThe Extended Pricing Integration module requires specific formatting to beapplied to flatfiles to enable imports to be performed. The correct number of fieldsmust be present for the type of import selected. If there is an incorrect number offields then you will receive a warning and the import will not be processed.Errors will be registered where the entry or formatting of the field is incorrect, orwhere the entry exceeds the specified numbers of characters.Date fields must be formatted to the specification below or an error will beregistered.A field requiring a Char entry can be any alphanumeric combination. Fields withthe length 19.5 represent quantity values. The primary value (e.g.: poundssterling) may be up to 19 numeric characters long, the secondary value (e.g.:pence) may be up to five characters long.If you set breakpoint pricing to N you should enter values of 0.FieldEntry FormattingLengthExampleActive FlagY or N (uppercase)1YBased on U of MChar8EACHBase SheetY or N (uppercase)1YBreakpoint PricingY or N (uppercase)1YCurrency IDChar15Z-US Debtor CodeChar15ABLE001End DateDD/MM/YYYY818/01/2002Free Item NumberChar15100XLGFree Item Unit of MeasureChar8EACHFrom QtyNumeric19.5240.05Group CodeChar30PROMOItem NumberChar30100XLGNet PriceNumeric19.5240.05Net Price OnlyY or N (uppercase)1YNotesText200OptionalPrice Book CodeChar15BASEBOOKEXTENDED PRICING INTEGRATION USER GUIDE12

EXTENDED PRICING INTEGRATIONPrice Book DescriptionChar50Base pricesPrice TypeN - Net Price1N1N1SP - Percentage OffV - Value OffU - Cost UpliftValueT - Cost UpliftPercentPrice/Promotion TypeN - Net PriceP - Percentage OffV - Value OffQ - Quantity TypePromotion LevelS - SheetC - Customer BookB - Base BookProspect codeChar15ABLE001Start DateDD/MM/YYYY818/01/2002To QuantityNumeric19.5240.05Unit of MeasureChar8EACHValueNumeric19.5240.05EXTENDED PRICING INTEGRATION USER GUIDE13

EXTENDED PRICING INTEGRATIONPricing Data ExportThe Extended Pricing Export Wizard provides the functionality to export pricesfrom Microsoft Dynamics GP to an Excel spreadsheet. Use the Excel FileTemplate Maintenance window to set up templates for the price types that youwant to export.If you intend to reimport prices after they have been exported, then you shouldensure that the map to fields in the Excel File Template Maintenance windowcorrelate with the specification on the selected file type (see Flatfile Settings). Theexported file will need to be saved as a .csv file before it can be reimported. IfItem and Price Sheet Description columns are included in the export, these mustbe deleted before the data can be reimported.EXTENDED PRICING INTEGRATION USER GUIDE14

EXTENDED PRICING INTEGRATION2. Excel File Template Maintenance windowTools Routines m-hance Extended Pricing Take-Ons ExportTemplate MaintenanceUse the Excel File Template Maintenance window to: Set up Excel template IDs to enable exporting of pricesThe Excel FileTemplateMaintenancewindowNote that you must set up templates in this window prior to exporting prices.2.1 Setting Up Excel Template IDsTo set up excel template IDs in the Excel File Template Maintenancewindow:1. Enter an excel template ID.If you are maintaining a template ID then you can select one using the lookup.2. Select a file type from the drop-down menu. The file type selected is specificto the type of prices you want to export. For example, if you want to exportprices of items on the base price book you would select Base Items.The following file types are available for export: Base ItemsBase GroupsBase Cost ItemsBase Cost GroupsNon-base ItemsEXTENDED PRICING INTEGRATION USER GUIDE15

EXTENDED PRICING INTEGRATION Non-base GroupsBase Promotion ItemsBase Promotion GroupsNon-base Promotion ItemsNon-base Promotion Groups3. Enter a description for the excel template ID.4. In the Number Of Header Rows To Skip and Number Of Footer Rows To Skipfields you can enter the number of rows that you do not want included in theimport. This window is for export purposes only so the fields should be left setto 0.5. In the scrolling window you should set how Excel columns will map toMicrosoft Dynamics GP fields for the excel template ID. From the dropdown menus you can select options based on the file type selected.For each option you should enter an Excel column, for example, A, B, or C.When you have entered a column, from the drop-down menu select whichMicrosoft Dynamics GP field this column will be mapped to. When youexport prices the entered Excel column will contain data relating to theselected Map To option.Note that you must select an Excel column for all displayed map to options.Sample Excelcolumnmapping6. Click Save to save the excel template ID.Deleting exceltemplate IDsNote that you can click Delete to delete an excel template ID.EXTENDED PRICING INTEGRATION USER GUIDE16

EXTENDED PRICING INTEGRATION3. Extended Pricing Export WizardTools Routines m-hance Extended Pricing Take-Ons ExportWizardUse the Extended Pricing Export Wizard to: Export extended pricing dataThe ExtendedPricingExportWizardExcel should be closed when you are using the Extended Pricing Export wizard orerrors could result.3.1 Using the Extended Pricing Export Wizard1. Click the Next button to display the next windowNote that you can click Cancel on this or any other Extended Pricing ExportWizard screen to close the Extended Pricing Export Wizard.Note also that you can click the Back button on any other Extended Pricing ExportWizard screen to return to the previous screen.EXTENDED PRICING INTEGRATION USER GUIDE17

EXTENDED PRICING INTEGRATION3.2 Select Excel File Type screenThe SelectExcel FileType screen3.2.1 Selecting an Excel File Template1. Enter the excel template ID (set up in the Excel File Template Maintenancewindow) that you want base the import on, or select one using the lookup.Note that if you select a template where all the fields have not been mappedthen an error message will be displayed.2. The file type will be displayed by default. Click Next.EXTENDED PRICING INTEGRATION USER GUIDE18

EXTENDED PRICING INTEGRATION3.3 Select Extended Prices screenThe SelectExtendedPrices screen3.3.1 Selecting Extended Prices1. All will be selected by default for each range type. To select defined rangesclick From and enter from and to values or select them using the lookups.Note that if the file type assigned to the selected excel template ID is base,base cost or base promotion prices then the book range will default to theBASEBOOK or BASECOSTBOOK.If the assigned file type is associated with items then the group range optionon this screen will not be available. If the assigned file type is associated withgroups then the item range option on this screen will not be available.2. Click Next.EXTENDED PRICING INTEGRATION USER GUIDE19

EXTENDED PRICING INTEGRATION3.4 Select Excel Workbook screenThe SelectExcelWorkbookscreen3.4.1 Selecting an Excel Workbook1. Enter the Excel file that you want to export or select one using the lookup.Note that you cannot just enter the name of the file, you must also enter thesystem path to the file, for example, C:\TEMP\prices.xls. You can choose toselect a workbook that has not yet been created - the workbook will be createdautomatically during the export.Also note that you can only export .xls file types. You cannot export files thatare currently open in Excel.2. If you select a workbook that has already been created then you should alsoselect whether to Append or Overwrite.AppendAppend exported details to the selected workbookOverwriteOverwrite the selected workbook with exported details3. Click Next.EXTENDED PRICING INTEGRATION USER GUIDE20

EXTENDED PRICING INTEGRATION3.5 Select Excel Worksheet screenThe SelectExcelWorksheetscreen3.5.1 Selecting an Excel Worksheet screen1. Enter a worksheet or select one from the drop-down menu. You can choose toenter a new worksheet - if you do so then the worksheet will be automaticallycreated during the export process. Do not call this worksheet Sheet 1 as errorscould result.Note that if you selected to overwrite an existing workbook in the previouswindow, then you will not have the option to select a current worksheet fromthe drop-down menu. You should enter the name of a new worksheet.Also note that you cannot export to files that are currently open in Excel.2. If you select a worksheet that has already been created then you should alsoselect whether to Append or Overwrite.AppendAppend exported details to the selected worksheetOverwriteOverwrite the selected worksheet with exported details3. Select Include headers if you would like the first row of the worksheet to bepopulated with column headings for your exported data.4. Click Next.EXTENDED PRICING INTEGRATION USER GUIDE21

EXTENDED PRICING INTEGRATION3.6 Completing Export screenTheCompletingExport screen3.6.1 Using the Completing Export Screen1. The range that you have selected to export will be displayed.2. Click Next.EXTENDED PRICING INTEGRATION USER GUIDE22

EXTENDED PRICING INTEGRATION3.7 Completing Export screen 2TheCompletingExportscreen 23.7.1 Using the Completing Export screen 21. All Excel details that you have selected for the export will be displayed.2. Click Export.EXTENDED PRICING INTEGRATION USER GUIDE23

EXTENDED PRICING INTEGRATION3.8 Export Completed screenThe ExportCompletedscreen3.8.1 Using the Export Completed Screen1. The number of prices exported will be displayed.2. Click Zoom To Excel to display the worksheet that has been exported.3. Click Restart Wizard if you want to export more prices. Alternatively clickClose Wizard to close the wizard.EXTENDED PRICING INTEGRATION USER GUIDE24

APPENDIX AAppendix AExtended Pricing Integration – Access to WindowsWindow NameMenu AccessExcel File TemplateMaintenanceTools Routines mhance ExtendedPricing Take-Ons Export TemplateMaintenanceExtended Pricing ExportWizardTools Routines mhance ExtendedPricing Take-Ons Export WizardImport PricingTools Routines mhance ExtendedPricing Take-Ons Import PricingEXTENDED PRICING INTEGRATION USER GUIDEOther Access25

APPENDIX BAppendix BExteneded Pricing Integration - ReportsReport NameImport PricingErrors reportModuleFunctionalityExtended Pricing Prints a report on all errors and warningsIntegrationencountered during a pricing importEXTENDED PRICING INTEGRATION USER GUIDE26

APPENDIX CAppendix CAbout MyridasHelp About Microsoft Dynamics GP Additional About m-hanceMyridas SuiteUse the About m-hance Myridas Suite window to check your registrationinformation and installation details. The window will tell you which Myridasmodules you are registered to use and which have been installed on your system.The About mhance MyridasSuite windowEXTENDED PRICING INTEGRATION USER GUIDE27

INDEXIndexflatfiles for pricing data import .12EErrors Report . 6Excel File Template Maintenancewindow . 15Excel Template IDsdeleting . 16setting up . 15Exportingpricing data . 14Extended Pricing Export Wizard. 17Extended Pricing Integration . 3FFlatfile Formatting . 12Flatfile Settings . 7FormattingIImport Pricing window. 4ImportingPricing Data . 4PPricing Data Export .14Pricing Data Import . 4Pricing Import Results window . 6SSetting upflatfiles for pricing data import . 7EXTENDED PRICING INTEGRATION USER GUIDE28

Microsoft Dynamics GP Extended Pricing provides an alternative to the standard Microsoft Dynamics GP pricing, giving you the facility to set up flexible pricing structures and customised pricing arrangements through price sheets, price books and price groups. The m-hance Myridas Extended Pricing Integration facilitates the import data into

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