Minimum Version Required: 22.01
Pre-Conditions
Must have exchange configuration for pricing files setup (889,879,832) to run files through to retailers. *Can view subtables to confirm*
Sample customer is attached to price posting template
Make sure the Market has Promotion Zones/Promotions
Steps
How to Schedule a Pricing File
1. Using Universal Search, navigate to Price Posting Templates button/dashboard
2. Locate the Price Posting Template that needs to be sent
3. Set Next Run Date to Start Date that files will begin going out on
4. Set Posting Interval to expected file internal
5. Click Save Changes
After these changes have been a price posting export will be generated in 30 minutes which will then generate an exchange task that will send out the pricing file on its exchange file with the information the price posting export has generated
*Be sure that the price posting template has its exchange configuration connected to it which can be viewed by pressing subtables and selecting exchange configuration*
How to Manually send a Pricing File
1. Navigate to Price Posting Templates
2. Click Next Run Date
a. Select Edit Column
b. Enter in Present Date or Expected Date
3. Click Save
4. Then Go to Schedule Tasks Table
a. Locate Generate Outbound EDI Pricing & Build Price Posting Exports
b. Press Execute on Price Posting exports First then Generate Outbound Pricing Second
Fields And Definitions
*Customer - Sample Customer used for product group
Next Run Date - Used for setting the next date the files will run
*Posting Interval - Sets the interval to send pricing files
*Pricing Date Future - Used to determine how far out the date range is on files
*Market - Used to determine what promotions/front Lines the customer has
Product Group - Creates a product group that the price file will use over the sample product group
Refresh Posting - Selecting True will send a full price file, selecting False will only send price file with price changes
Best Practices
Make sure the Exchange Configuration is set to Price Posting Template before running or setting a next run date
Make sure a market is attached to Price Posting Templates
Recommended to create a split invoice product group that doesn't have any kegs or misc products strictly for pricing files to help avoid files erroring when being sent over to the retailer
Recommend keeping the field Refresh Posting to True on all posting intervals to avoid errors on the retailer side