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Introduction
The following guide has been made to explain the accessory price upload functionality available in YMPULSE. Users with the correct security authorizations will be able to maintain pricing information for units directly in YMPULSE uploading a .csv file or directly in the application.
Accessory price upload is required for non-integrated distributors. Integrated distributors can change the prices in YMPACT.
Program functionality
After the user logs in to YMPULSE, he will have the menu option under DB Maintenance, “Accessory 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
After using the search filters to select the accessory prices that will be updated, information will be displayed in the table located under the filters. This table will serve as a “work space” in which the user can make modifications without actually updating current pricing data. Changes made here can be saved and retrieved later. No final changes are made to current prices until they are published live.
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:
- Success: for items that already have a saved price in the database for the country of the user.
- New: for items that do not have a saved price in the database for the country of the user.
Update pricing information manually
Users can edit pricing records available on the table by positioning the mouse on the available editable fields for the desired item number. Values entered by the user will be validated as soon as he presses the “Save” button.
Update pricing information by using the CSV export / import functionality
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.
For example:
In the following screen, the current table contains 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, 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 several entries:
Export in this case, results in a csv file with 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:
- If the record imported already existed in the table, what will happen is that it will be updated with the information from the csv file.
- Records that did not exist previously in the table will be added as a new line.
- All records that were imported, either new ones or already existing will have a status of “New” in the table.
- Validation of imported information will happen when the user presses the “Save” button.
Saving pricing information
The saving action has two purposes in this screen:
- Updating the pricing "work file" in Ympulse-D (changes are not published to production at this point).
- Validating that the information that was entered by the user is correct.
The pricing validations that are made by the tool are the following:
Item number exists
The application checks that the uploaded item numbers are valid. For invalid entries the following error message appears: RR04: Item number is not valid
Example: the following .csv file is imported with an incorrect item number:
When saving, an error message appears next to the record:
Price has correct decimal places
Prices entered must contain two decimals at most. If a price has more than two decimal places the following error will be displayed: RR05: Item price is not valid.
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
Prices entered must be numeric. For incorrect price format, the following error message will appear in the status column: RR05: Item price is not valid.
Example: in the following screen an incorrect price has been entered:
When saving, the following error message appears:
Start date format must be valid
The date entered must exist. For incorrect dates,the following message will appear when saving: RR06: Start date is not valid
Example: in the following screen, an incorrect date has been entered:
When saving, an error message appears:
Start date must be three months in the future at most
Prices entered can have start dates in the future, as long as the entered date is no further than three months from the current date. Incorrect date generate the following error message when saving: RR06: Start date is not valid.
Example: in the following screen, an incorrect date has been entered:
When saving, an error message appears:
Start date format must be correct
Start date must have a correct date format. If the value entered in this field is incorrect, no error will be displayed in the Status column, but when saving a popup will appear with an uncaught exception message.
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:
End date must be equal or after the Start date
The End date entered for a price must be after the start date. An incorrect end date will return the following error after saving: RR08: End date is not valid
Example:
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.
Reset price work table
Press the button to clear all of the results displayed on the screen:
Retrieve current prices for user's country
The button is used to retrieve the list of accessories that currently have a price for the user's country. The difference between using this button and the "Search" button is that in the case of the "Search" button all records are retrieved regardless of it they have a price or not; and when the "Refresh" button is clicked, only items that currently have a price will be retrieved.





































