IM_PriceCode issues with Visual Integrator

Hello!

I am having a problem importing records with Visual Integrator using the IM_PriceCode table.  HELP!

In the past, we have used this table to manually import customer pricing, basically uploading the CustomerNo, ItemCode, & Price directly into each customer account - using an Import Job that was created.  So now every single item on every single customer is set to "Price Override", with the designated price listed.  This was originally meant to be a solution to our pricing problems - we have a lot of items, and a lot of customers, with a lot of different pricing - but has become more of a bandaid and doesnt seem to actually work moving forward...  every time we add a new item or need to edit pricing for customers (which is often) we have to go through hundreds of customer pricing files, update the one item, then upload the hundreds of customer files individually... its a chore, its inefficient, and it isnt sustainable.

I've spent the last three days researching & learning about how the price codes work, how the price levels work, how the pricing heirarchy of the system works... and think that I have figured out how I would need to set up the accounts to work within the systems current capabilities without this amount of manual maintenance... but now am facing going through each individual account, for each item in our system, and switching it from "Pricing Override" to "Pricing Discount Amount",etc.   

- Right now, each customer account's Pricing Method is set to "O" (for all items) with no regard to the price codes/levels - and I'd like to set it them all to "P" (for all items) so I can figure out a way to set up the price codes/price levels so everything is automatic as we add new items... 
- When run the Customer Pricing Report from the Accounts Receivable Module, it lists that the Price Source is from the "Item/Customer Price" when I think I want it to say "Price Code".
- Also, what is the PriceCodeRecord - is that the Pricing Heirarchy level that is assigned? 

Mind you, I'm testing this Import Job business on only one account, an unimportant account - so if I mess it up I dont mess up anything important... 

So I went back through Visual Integrator, studied the original Import Job that got us in this mess, and tried to duplicate it so I could change back the Pricing Method & restore the other fields to their default settings - I was hoping I could replace the Pricing Method to all accounts in one fell swoop - but every time I try to run the Import Job it tells me that the Customer No is not on file... UGH!  Am I on the right track here, or is there an easier way to do this!?

HELP!


This is all I'm trying to import!

Just one of the couple of error messages I've been getting! Sometimes it says Item Code is Required, or Price Code is required, so I add them as under "assign", but then it will say things like "CustomerNo is not on file" - when it is certainly a valid & active customer no!

  • 0 in reply to TomTarget

    Yes, I think... But I don't want to assign the price level per customer... if I leave the "Price Level" field blank on the Customer Maintenance (Additional) screen, then it will default to the price code system that I set up.

    I'm trying to sort it by item type (via price code) and then individual price levels from there...

    I just know that I tested this process, by adding a price level for a particular price code to one account (that had individual pricing uploaded previously) and it did not do anything... the items still read the uploaded price, not the price code/price level that I had specified for that price code for that account...

    When I went into that account, into item pricing through Customer Maintenance, it still ready "Price Override" for the item I was testing.  So I switched it to "Price Discount Amount" manually, and I had to then manually enter the Discount Amount, because it didnt automatically pull the price code/price level for that item type...

    Make sense?

    Ugh I hate pricing!

  • 0 in reply to kspain1987

    If I put "Price Level = A" on Customer A, then all items under Customer A will default to Price Level A for all Price Codes.

    But if I want Customer A to follow Price Level A for Item A but Price Level B for Item B, then I can specify under Price Level By Customer Maintenance that I want the account to follow different price levels for different items under that one Customer Account.

    The problem is that I cant use these Price Levels as a blanket price level per account.  It has to be item specific, not customer specific, but usable across many accounts in many different item/price code variations...

  • 0 in reply to kspain1987

    At it's simplest level,  the thing to remember is that there are price levels (customer) and price codes (items) that essentially form a two dimensional grid.

    Getting more complex there are price levels by Customer where you can set price levels and price codes by different product lines as well.

    You do have to turn this last option on in sales order options.

    One way or another you do have to understand what is available and plan it out.

  • 0 in reply to TomTarget

    Also remember that pricing has a hierarchy.  From the help files:

  • 0 in reply to TomTarget

    Yes - this screenshot is precisely what i am working on doing now - leaving that Customer Price Level blank, but designate different price levels by product line & price code...

    the problem that i was trying to fix is like i said - getting items that were manually uploaded to revert to this setting... which i cant seem to do, so any item that was manually uploaded will have to continue to be manually maintained is what it seems.  setting up the price codes/levels by customer this way will only affect new items entered into the system, or items that were never manually adjusted.

  • 0 in reply to kspain1987

    and thank you Kevin - I've been referring to that Hierarchy plenty! thats why i think the manual uploads are superceding everything - because it uploaded it as a customer price schedule...

  • 0 in reply to kspain1987

    That's where reinitializing the price code file comes in.   Essentially you start from scratch.

    A VI job can't delete old records.

  • 0 in reply to TomTarget

    You can delete the overrides through the interface, one by one, but with many records it is impractical.  There should be an easier way, but there isn't.  Wiping out the table and starting from scratch (as Tom suggests) is the fastest way.

  • 0 in reply to Kevin M

    Yessssss - OMG, Thank you - this is what I need to do!  This changed the "Price Source" to Price Code instead of Item/Customer Price just like I wanted!

    Is there a way to do all items under a customer at once? or do I have to do it one by one on each account?

    Thank you thank youuuuuu

  • 0 in reply to kspain1987

    As Tom suggested, you can reinitialize IM_PriceCode if it is not set up as you desire. I would suggest copying to a test company, reinitialize the file in your test company and examine KB47758 which explains how to import Price Overrides for Item Pricing.