Price Setup Report

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Purpose

Output a report of product prices.

Overview

Use Price Setup Report to generate a report of multiple price matrix records by price book, customer, product, or style, or price class.

Note The report does not calculate prices based on the price hierarchy that is set up in the system. The report only displays details for price matrix records that meet the selected criteria.

Generating the Price Setup Report

To generate the report:

Select the price matrix type to include on the report.
Select filter criteria for the report.
Select the dates for which to include pricing on the report.
Click the Print Options tab.
Select a process option and output option.
Click the Print button in the ribbon to output the report.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Price Setup Report window.
Print	Click this button to display, output, email, or print the report.

Select Tab Fields and Buttons

Field or Button	Description
Price Matrix Option	Select one of the following options: Price Book - Include price matrix records associated with price books on the report. Customer - Include price matrix records associated with customers on the report. Product - Include price matrix records associated with products on the report. Style - Include price matrix records associated with product styles on the report. Price Class - Include price matrix records associated with price classes on the report.
All (Price Books)	Select this check box to include price matrix records for all price books on the report. This check box is only available if you select the Price Book radio button.
Price Book	Enter a price book for which to include price matrix records on the report, or click the Lookup button to select a price book. This field is only enabled if you clear the All check box to the left of it.
Description (Price Book)	This field displays the description of the price book entered in the Price Book field.
List (Price Books)	Click this button to display Price Book List, which allows you to select price books for which to include price matrix records on the report. This button is only enabled if you clear the All check box to the left of it. If you click this button and select price books, the check box to the right of the button is selected.
All (Customers)	Select this check box to include price matrix records for all customers on the report. This check box is only available if you select the Customer radio button.
Customer Code	Enter a customer code for which to include price matrix records on the report, or click the Lookup button to select a customer code. This field is only enabled if you clear the All check box to the left of it.
Name (Customer)	Enter a customer name for which to include price matrix records on the report, or click the Lookup button to select a customer name. This field is only enabled if you clear the All check box to the left of it.
List (Customers)	Click this button to display Customer List, which allows you to select specific customers for which to include price matrix records on the report. This button is only enabled if you clear the All check box to the left of it. If you click this button and select customers, the check box to the right of the button is selected.
All (Products)	Select this check box to include price matrix records for all products on the report. This check box is only available if you select the Product radio button.
Product Code	Enter a product code for which to include price matrix records on the report, or click the Lookup button to select a product code. This field is only enabled if you clear the All check box to the left of it.
Name (Product)	Enter a product name for which to include price matrix records on the report, or click the Lookup button to select a product name. This field is only enabled if you clear the All check box to the left of it.
List (Products)	Click this button to display Product List, which allows you to select specific products for which to include price matrix records on the report. This button is only enabled if you clear the All check box to the left of it. If you click this button and select products, the check box to the right of the button is selected.
All (Product Styles)	Select this check box to include price matrix records for all product styles on the report. This check box is only available if you select the Price Book, Customer, or Style radio button.
Product Style	Enter a product style for which to include price matrix records on the report, or click the Lookup button to select a product style. This field is only enabled if you clear the All check box to the left of it.
Name (Product Style)	Enter a product style name for which to include price matrix records on the report, or click the Lookup button to select a product style name. This field is only enabled if you clear the All check box to the left of it.
List (Product Style)	Click this button to display Style List, which allows you to select specific styles for which to include price matrix records on the report. This button is only enabled if you clear the All check box to the left of it. If you click this button and select styles, the check box to the right of the button is selected.
All (Price Classes)	Select this check box to include price matrix records for all price classes on the report. This check box is only enabled if you select the Price Book, Customer, Style, or Price Class radio button.
Price Class	Enter a price class for which to include price matrix records on the report, or click the Lookup button to select a price class. This field is only enabled if you clear the All check box to the left of it.
Description (Price Class)	This field displays the description of the price class entered in the Price Class field.
List (Price Classes)	Click this button to display Price Class List, which allows you to select specific price classes for which to include price matrix records on the report. This button is only enabled if you clear the All check box to the left of it. If you click this button and select price classes, the check box to the right of the button is selected.
All (Products)	Select this check box to include price matrix records for all products on the report. This check box is only enabled if you select the Price Book or Customer radio button.
Product Code	Enter a product code for which to include price matrix records on the report, or click the Lookup button to select a product code. This field is only enabled if you clear the All check box to the left of it.
Name (Product)	Enter a product name for which to include price matrix records on the report, or click the Lookup button to select a product name. This field is only enabled if you clear the All check box to the left of it.
List (Products)	Click this button to display Product List, which allows you to select specific products for which to include price matrix records on the report. This button is only enabled if you clear the All check box to the left of it. If you click this button and select products, the check box to the right of the button is selected.
All (Price Regions)	Select this check box to include price matrix records for all price regions on the report. This check box is selected by default.
Price Region	Enter a price region for which to include price matrix records on the report, or click the Lookup button to select a price region. This field is only enabled if you clear the All check box to the left of it.
List (Price Regions)	Click this button to display Price Region List, which allows you to select specific price regions for which to include price matrix records on the report. This button is only enabled if you clear the All check box to the left of it. If you click this button and select price regions, the check box to the right of the button is selected.
All (Currency)	Select this check box to include price matrix records for all currencies on the report. This check box is selected by default.
Currency	Enter a currency for which to include price matrix records on the report, or click the Lookup button to select a currency.
List (Currency)	Click this button to display Currency List, which allows you to select specific currencies for which to include price matrix records on the report. This button is only enabled if you clear the All check box to the left of it. If you click this button and select currencies, the check box to the right of the button is selected.
All (Status)	Select this check box to include price matrix records for all pricing authorization levels on the report. For more information on pricing authorization levels, see Pricing Authorization Level FAQ. This check box is selected by default.
Plan	Select this check box to include price matrix records for Plan level price records on the report. This check box is only enabled if you clear the All check box to the left of it. For more information on pricing authorization levels, see Pricing Authorization Level FAQ.
Review	Select this check box to include price matrix records for Review level price records on the report. This check box is only enabled if you clear the All check box to the left of it. For more information on pricing authorization levels, see Pricing Authorization Level FAQ.
Active	Select this check box to include price matrix records for Active level price records on the report. This check box is only enabled if you clear the All check box to the left of it. For more information on pricing authorization levels, see Pricing Authorization Level FAQ.
As Of	Enter a date for which to include active or expired price matrix records on the report, or click the drop-down arrow to select a date. This field is only available if you select the Active or Expired radio button. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.
From	Enter the first date in a range of expiration dates for which to include price matrix records on the report, or click the drop-down arrow to select a date. This field is only available if you select the Future Expired radio button.
To	Enter the last date in a range of expiration dates for which to include price matrix records on the report, or click the drop-down arrow to select a date. This field is only available if you select the Future Expired radio button.
Price Effective Dates	Select the price matrix records to include on the report. Select one of the following: Active - Include price matrix records on the report that are active as of the date entered in the As Of field (the start date is less than or equal to the entered date and the end date is greater than or equal to the entered date). Expired - Include price matrix records on the report that are expired as of the date entered in the As Of field (the start date and the end date are less than the entered date). All - Include all price matrix records on the report regardless of start or end date. Future Expired - Include price matrix records on the report that expire after today or a specific date range. When this option is selected, enter the date range (for the end date of a price matrix record). Price matrix records with an end date within the date range are included on the report.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen.
Time	Enter the time to output or process, and select AM or PM. These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Date	Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Task Occurs	Select one of the following options: Once - Output or process at a specified date and time. Every - Output or process on a recurring basis. You can select to output/process at a specific time: every week on specified days after a specified number of days on the first or last day of each month after a specified number of minutes After - Output/process after a specified task is completed. These radio buttons are only enabled if you select the Schedule radio button.
Frequency	Select one of the following: Day of Week - Output or process every week on the selected days. Days - Output or process after a specified number of days, starting on a specified date. Month - Output or process on the first or last day of each month, starting on a specified date. Time - Output or process after a specified number of minutes, starting on a specified date. These radio buttons are only available if you select the Every radio button.
Day of Week	Select the day(s) of the week to output or process. These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.
Repeat Every X Days	Enter a number of days after which to output or process. This field is only available if you select the Days radio button.
Repeat On	Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.
Repeat Every X Minutes	Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.
Triggering Task Id	Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.
Triggering Task Name	This field displays the name of the triggering task. This field is only available if the After radio button is selected.
Triggering Task Description	This field displays the description of the triggering task. This field is only available if the After radio button is selected.
Task Description	Enter a description of the task. This can help users understand the purpose of a recurring task.
Scheduling Assistant Queue	Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.
External Email	Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.
Screen Alert	Select this check box to display an alert when the task is completed.
Internal Email	Select this check box to send an internal Apprise email when the task is completed.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.