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The following guide has been made to explain the accessory price upload functionality available in YMPULSE-D. Users with the correct security authorizations will be able to maintain pricing information for units directly in YMPULSE -D uploading a .csv file or directly in the application.
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After the user logs in to YMPULSE-D, he will have the menu option under DB Maintenance, “Accessory prices” price” available, if he has the proper security authorization.
When selecting this menu option, the following screen will appear:
Filtering current pricing information
At the top of the page, under the menu options, there is a section in which the user will filter information in order to obtain current pricing information from the system.
- Item number from / to: all existing item numbers will be listed in these drop-downs. The user can select a range of items to restrict the number of results in the table below.
- Search: when this button is pressed, current pricing information will be displayed at the table at the bottom of the screen, according to the filters specified by the user.
Display search results
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In this area, the user can enter pricing data typing directly in the fields available for this purpose. Not all information is available for editing, in fact, the only values that can be modified are: Price and Start date. Editable columns are highlighted in a different color.
There are search boxes at the top of the “Part number”, ”Price”, “Start date” and "End date" columns and a drop-down at the top of “Status” to filter the results displayed on the table.
Every column in the table can be sorted by pressing the sorting buttons.
Results are paginated, showing ten records at a time. In order to be able to navigate to different pages, the user can click on a page number or click the “Previous” and “Next” options located at the bottom right of the table.
When doing a new search, two types of options will be displayed in the “Status” column:
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To make price updates easier for large numbers of records, there is an option to import a csv file into the system. This csv file can be generated automatically from the application by clicking on the button. The information that will be exported will be the one available on the table at the moment the button is clicked. If the user has filtered the information on the table, the exported information will include these filters.
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In the following screen, the current table contains 6 several entries (as stated at the bottom left corner of the table) and no filters have been applied to the columns:
When exporting the data, 6 Several records will be available in the csv file:
In a second scenario, filters have been applied to the columns to restrict the number of results, obtaining three several entries:
Export in this case, results in a csv file with only three several lines:
After exporting the results, modifications can be made in the file that will be imported back to the program using the button and selecting the updated file.
It is important to point out that the imported csv must have a CSV UTF-8 format.
Notes about price file imports:
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Example: the following .csv file is imported with an incorrect item number:
When saving, an error message appears next to the record:
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Example: in the following screen a price has been entered with six decimal places:
When saving, an error message is displayed:
Price has correct number format
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Example: in the following screen an incorrect price has been entered:
When saving, the following error message appears:
Start date format must be valid
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Example: in the following screen, an incorrect date has been entered:
When saving, an error message appears:
Start date format must be correct
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Example, an incorrect date has been entered in the following screen:
When leaving the date field, the Start date column displays an "Invalid date" message:
When saving, an error appears:
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In the following screen, the end date entered is before the start date for the price:
When saving, an error message appears:
Publish prices to production
To make the changes to pricing information final, they need to be published. This is done by clicking on the button. All of the records present in the table must have been previously validated, so the user will not be allowed to publish if he has not saved the records first in the "work file". If a user tries to publish without saving first, he will get the following error message:
Only the records with the status "Success" will be published.
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Press the button to clear all of the results displayed on the screen:
Retrieve current prices for user's country
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