DDMS®/DDMSPLUS™: Price...

Updated January 2020

DDMS®/DDMSPLUS™: Price Modeling

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ContentsAbout Price Modeling ....................................................................................................3Setting Up Parameters ...................................................................................................4Creating or Editing a Price Model ...................................................................................5

Creating a Price Model Using Items with Usage or Item File .........................................................5Creating a Price Model Using Imported Item Files .........................................................................8Creating a Price Model Using Items on Price Plans ......................................................................11Viewing Item Usage ........................................................................................................................ 14

Printing and Exporting Data ........................................................................................16

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About Price ModelingPrice Modeling gives you amazing spreadsheet ability for modeling pricing and profitability. You can analyze past, initial, and proposed price models. You can measure the profitability of past sales as compared to initial pricing. Using these actual sales statistics, you can create new pricing models and directly compare the results against initial and historical pricing models. You can apply numerous filters to past sales journals, price plans, and inventory files to target a very specific item or customer sales history.

Price Modeling is built on EBS technology. The on-screen display is very flexible so you can choose what fields and types of totals display. Information is displayed in an Excel-style grid with columns that can be fully customized. You can customize the grid, rearrange columns, and re-sort the columns. Once a satisfactory price model is created, the on-screen end results can be saved as a new price plan or exported to an Excel® file. You can also save the price model for future reference.

You must import sales journals to SQL if you plan to use this application to analyze past sales. You do this using the EBS SQL Import Panel. You can use the Import Sales Journal function to import data from sales journal files to the SalesOrderJournal SQL Table and the SalesOrderArchive SQL Table. The SalesOrderJournal contains your most recent sales. You must specify the number of months to store in this table. All sales that are older than the specified number of months can be imported to the SalesOrderArchive during the same procedure. After the initial import, the system automatically adds new completed sales to the SalesOrderJournal file. It also moves past sales that are no longer within the specified number of months to the SalesOrderArchive table.



Note: Before using any EBS program for the first time, you must import your existing data to the SQL database. For details on importing data on the DDMS® system, see the handout Using the EBS SQL Import Panel on the Customer Support Center. For details on importing data on the DDMSPLUS™ system, see Using the EBS SQL Import Panel on the Customer Support Center.

Price Modeling has unparalleled printing capabilities. You have complete font control and header text options. You can use your regular network printer. Because it’s built on .NET technology, your price modeling information is fully portable. You can export your data to Adobe (.pdf), HTML (.htm), text (.txt), Excel (.xls or .xlsx), and rich text (.rtf) files. You can also save to a C1PrintDocument to use with SQL Reporting.

Note: Some of the boxes in this document may not appear if you are not using Advanced Price Plans. Advanced Price Plans requires authorization. For more information, contact ECI sales.

Setting Up ParametersYou can restrict access to price modeling by setting up a password. This is strictly optional.

1. From the Master Menu, double-click .

2. From the Keyop Menu, double-click .

3. From the Parameter Editor window, double-click Price Modeling.

4. Click General Configuration.

http://support.ecisolutions.com/doc-ddms/reports/sql/EBSSQLimport.pdf

http://support.ecisolutions.com/doc-ddms/reports/sql/EBSSQLimport.pdf

http://support.ecisolutions.com/doc-ddms/ddmsplus/PLUS_EBSSQLimport.pdf



5. In the Password box, enter a password to restrict access to Price Modeling.

6. When you enter the information, Price Modeling and General Configuration appear in bold. Click to save your changes.

Creating or Editing a Price ModelIn Price Modeling, you can create a new price model or modify an existing one.

1. From the Master Menu, double-click .

Note: If you set up a password in Price Modeling parameters, you must enter the password to continue.

2. In the Price Modeling window, you can create or edit a price model. Click New Model to create a new price model. Go to Step 3.

Click Open Existing Model to make changes to an existing price model. Click the down arrow in the Model Template box to select then click Next.

3. The Select Table for Sales Order Item Usage box defaults to SalesOrderJournal. This is typically the last twelve months of sales history. SalesOrderArchive would be the previous year’s history. To use the previous year’s history, type SalesOrderArchive in this box.

4. Next, select which list of items to use in this price model.

To limit by items on sales orders, click Items with Usage from Sales Orders. Go to the heading Creating a Price Model Using Items with Usage or Item File.

To access all items, click Item File. Go to the heading Creating a Price Model Using Items with Usage or Item File.

To use imported items, click Imported Item File. A sample Excel file is included in your software installation. Go to the heading Creating a Price Model Using Imported Item Files.

To limit to items on price plans, click Items on Price Plans. Go to the heading Creating a Price Model Using Items on Price Plans.

Note: If you make large changes to the information, you need to allow time for processing the data before you can view it in its new format. For example, if you update the Price Plan data in your SQL table, you may need to wait several minutes before the changes are available in the corresponding DBF files.

Creating a Price Model Using Items with Usage or Item File1. Click Next.

Note: To start over or quit at any time, click Cancel.



2. You can set pricing options for this price model. In the Modify Customer’s Pricing Options boxes, you can select a customer on which to base this price model. This allows you to use this customer’s settings as a template, or you can manually enter the information. You can change the options here without saving them. This option lets you manipulate data until you get the options set up the way you need. Then, you can save the data.

To select a customer on whom to base this price model, click . You can select the customer from the list or type the information to use to search. When you find the customer to use, click Accept in the Customer Lookup dialog box or press Enter.

3. The system returns to the Modify Customer’s Pricing Options boxes with the pricing options displayed for the customer that you selected. You can use the default options or make changes in this window. You can use or change best pricing, catalog price, cost type, column breaks, discount types, price plans, cost plans, constant list percent, minimum gross profit, cost plus net, show two decimals, or group. (Customer Cost Plans is DDMSPLUS only.)

4. Click Next. The Limit Screen window opens.

5. Use this window to set up filters or limits. The boxes in this window are case sensitive. To see all the filters, click + (plus sign) in front of the field name.



5.1 Click the field name, then set the criteria for that filter. For example, to limit by item ID, click + (plus sign) in front of Item. Then, click Item ID. You can enter a range of item numbers in the Range boxes by using the query function. Click Add to add this filter to your price model.

5.2 Use the Compare boxes to specify whether to limit by numbers that are greater than, less than, or equal to the numbers entered in these boxes. For example, if you limit by total sales (item usage totals), you would click Compare, then specify whether to limit by sales greater than, less than, or equal to by using the drop down arrow. Then, enter the number in the last box.

Use the following table to determine which symbol to use:

= Equal to

<> Not equal

> Greater than

>= Greater than or equal

< Less than

<= Less than or equal

Like Anything that matches the entered limit

When entering limits and using the Like option, the limit search returns anything that matches what you entered. For example, if you selected to search for Pen, the search returns results such as pen, pencil, open and so on.

5.3 Use the Range/To boxes to enter a range of numbers, such as vendor or item numbers. Enter the beginning of the range in the Range box and the ending number in the range in the To box.

When using the Compare and Range boxes, you can also browse by clicking . For example,

if you are limiting to customer account number, select Customer, then Customer ID. Click and the Customer Lookup dialog box opens. When using the Customer Lookup dialog box, you can search by typing in any of the provided columns. To search by two columns, type the information in each column then press Enter. Search information is sorted from left to right. For example, if you enter information in the Department box and the Name box, information is sorted by department first. To start another query and only sort by name, clear the Department box and press Enter. Once you’ve selected the customer to use, click Accept.

5.4 The Exclusive check box works with the Range/To boxes. After entering a range, click Exclusive to limit by numbers outside of the range you set.

5.5 The Relative boxes allow you to set limits by date. For example, to limit by invoice date, click Relative. In the Within The box, use the drop down arrow to select Last, Next or Current. In the corresponding two boxes, you can enter a number for days, weeks, months, and years. Enter a number in the first box or use the arrows to enter a number. Then use the drop down arrow in the second box to select days, weeks, months, and years.

6. As you select the criteria to use, click Add New to apply it. To remove a limit, highlight it and click Remove Selected.

• To remove all limits, click Clear All.

• To exit the Limit window, click Cancel.



7. When finished setting up limits, click Next.

8. In the Select Item Usage Sub Total Group window, you can select how to group item usage. In the Sub Total Group box, use the drop down arrow to select how to group item usage results. If you leave this box at the default of None, items are sorted by SKU and MacCode but not grouped.

9. Click Next.

10. In the Item Usage window, you can edit proposed price settings, edit proposed prices, change item usage grouping, change analysis grouping, display analysis view, save price model to account, save selected to price plan, select changed price items, or remove selected items.

You can also save the price model. In the Model Name box, enter the price model name then click Save.

Go to the heading Viewing Item Usage.

Creating a Price Model Using Imported Item FilesA sample Excel file is included in your software installation to use as a template for price modeling. On the DDMS system, this file is only copied to the server and is stored in the DDMS\Client\Data folder. To use this template, navigate to the DDMS\Client\Data folder and open the Importlist.xls file. On your DDMSPLUS system, the file is stored in the C:\Program Files (x86)\ECI\DDMSPlus Client\Data\Templates folder.



You can import files from client machines as well. To import a file from a client, the file must be stored in a shared folder (with the correct permissions defined). You must specify the correct path when navigating to the shared folder.

1. Click Next. The Item Matching window opens.


2. You can import an item list by selecting an Excel file. To use item alias matching, you must do this before importing the file. If you do not need to use item alias matching, go to Step 3.

To set item alias matching for all items on the imported list, click Set Item Alias Matching. Click Common Alias, Print Alias, or Customer Alias. If you select Customer Alias, you can query and select the customer account.

If you need more information on aliases, refer to your online help.

3. In the Import file box, click . Select the file as you normally would. Next to the File Name box, you can click the drop down to select either a *.xls file or a *.xlsx file. Select the Excel file to import and click Open. The information from the Excel file is displayed.

At this point, you can create aliases for selected items. If you do not need item matching, go to Step 5.

4. To create aliases for selected items, highlight the item and click Create Aliases for Selected. If you are not creating aliases, click Next and go to Step 5.

4.1 Click Common Alias, Print Alias, or Customer Alias. If you select Customer Alias, you can query and select the customer account. Click Create after you’ve selected the alias. The Buyers columns displays the item information from the imported file. If there is no information in the Local columns, you must manually match the items.

4.2 In the Local columns, click SKU.

4.3 Click to search and match items to the imported items.

4.4 Continue matching aliases to items until all items have information displayed in the Local columns.

4.5 In the Item Matching window, click Next.



5. You can set pricing options for this price model.

5.1 In the Modify Customer’s Pricing Options boxes, you can select a customer on whom to base this price model. This allows you to use this customer’s settings as a template, or you can manually enter the information. You can change the options without saving them. This option lets you manipulate data until you get the options set up the way you need. Then, you can save the data.

5.2 To select a customer on whom to base this price model, click .

5.3 You can select the customer from the list or type the information to use to search.

5.4 When you find the customer to use, click Accept in the Customer Lookup dialog box or press Enter.

6. The system returns to the Modify Customer’s Pricing Options boxes with the pricing options displayed for the customer that you selected. You can use the default options or make changes in this window. You can use or change best pricing, catalog price, cost type, column breaks, discount types, price plans, constant list percent, minimum gross profit, cost plus net, show two decimals, or group.






= Equal to

<> Not equal

> Greater than


< Less than
















12. Click Next.

13. In the Item Usage window, you can edit proposed price settings, edit proposed prices, change item usage grouping, change analysis grouping, display analysis view, save price model to account, save selected to price plan, or remove selected items.


14. Go to the heading Viewing Item Usage.

Creating a Price Model Using Items on Price Plans1. Click Next. The Build Price Plan List window opens.


2. You use this window to select price plans with items for which to compare pricing. You can search by customer, advanced customer, group code, or price plan. (If you are not authorized for Advanced Contracts, you cannot search by advanced customer or group codes.)

• To search by customer, click . Select the customer and press Enter.



• To search by advanced customer, click . Select the customer and press Enter.

• To search by group, enter the group code and press Enter.

• To search by price plan number, enter the price plan number and press Enter. (You cannot search by advanced price plan numbers.)

• You can also remove price plans in this window. Highlight the price plan and click Remove Se-lected Price Plans.

3. When finished selecting price plans, click Next.

4. You can set pricing options for this price model. In the Modify Customer’s Pricing Options boxes, you can select a customer on whom to base this price model. This allows you to use this customer’s settings as a template, or you can manually enter the information. You can change the options without saving them. This option lets you manipulate data until you get the options set as needed. Then, you can save the data.

4.1 To select a customer on which to base this price model, click .

4.2 You can select the customer from the list or type the information to use to search.



4.3 When you find the customer to use, click Accept in the Customer Lookup dialog box or press Enter.

5. The system returns to the Modify Customer’s Pricing Options boxes with the pricing options displayed for the customer that you selected. You can use the default options or make changes in this window. You can use or change best pricing, catalog price, cost type, column breaks, discount types, price plans, constant list percent, minimum gross profit, cost plus net, show two decimals, or group.






= Equal to

<> Not equal

> Greater than


< Less than
















11. Click Next.

12. In the Item Usage window, you can edit proposed price settings, edit proposed prices, change item usage grouping, change analysis grouping, display analysis view, save price model to account, save selected to price plan, select changed price items, or remove selected items.


Go to the heading Viewing Item Usage.

Viewing Item UsageIn the Item Usage window, you can edit proposed price settings, edit proposed prices, change item usage grouping, change analysis grouping, display analysis view, save price model to account, save selected to price plan, select changed price items, or remove selected items.

You can also customize the grid in this window allowing you to select which columns to view. Simply click Customize Grid and the Grid Column Selection dialog box opens. In this dialog box, you can select which columns to view by clicking the appropriate check box. Then to see the column immediately, click Apply. You can remove the column by clearing the check box. When you are finished making changes in this dialog box, click OK.

You can save the price model. In the Model Name box, enter the price model name then click Save.


• Click Edit Proposed Pricing Settings to change the price model settings. The system returns to the Modify Customer’s Pricing Options boxes with the pricing options displayed for the customer that you selected. You can use the default options or make changes in this window. You can use or change best pricing, catalog price, cost type, column breaks, discount types, price plans, cost plans, constant list percent, minimum gross profit, cost plus net, show two decimals, or group. When finished, click Apply (or click Cancel to return to the Item Usage window). If you made changes, they display in the Proposed columns in the Item Usage window. (Customer Cost Plans is DDMSPLUS only.)



• Click Edit Proposed Prices to adjust the proposed prices on the price model. In the Item Price Adjustments window, you can set or change the gross profit percentage, change the price by percentage, or change usage by percentage. Making changes here only affects highlighted items and only changes proposed boxes. To set a specific gross profit percentage, click Set Gross Profit % and enter the percentage in the % box. The other options adjust values by the percentage entered in the corresponding % box. When finished, click Apply (or click Cancel to return to the Item Usage window). If you made changes, they display in the Proposed columns in the Item Usage window.

• Click Change Item Usage Grouping to select how to group item usage. The system returns to the Select Item Usage Sub Total Group window. In the Sub Total Group box, use the drop down arrow to select how to group item usage results. If you leave this box at the default of None, items are by SKU and MacCode but not grouped. When finished, click Apply (or click Cancel to return to the Item Usage window).

• Click Change Analysis Grouping to set up levels by which to group and subtotal data in the analysis view. Use the drop down arrows to select up to three levels by which to group and subtotal data in the analysis view. When finished, click Apply (or click Cancel to return to the Item Usage window).



• Click Display Analysis View to view sales data. You can also change analysis grouping in this window. When finished, click OK.

• Click Save Price Model to Accounts to save these price settings to a specific account. In the Account

Lookup box, enter the account number and press Enter or click to select the account. Click the All Departments check box for this price model to apply to all departments for this account. You can also remove accounts or use limits to select accounts. When you have selected the account, click Save.

• Click Save Selected to Price Plan to save selected items from this price model to a price plan. The Customer Price Plan Mass Add Items window opens. For more information, refer to the Customer Price Plans topics in your online help.

• Click Select Changed Price Items to save only the items changed in this price model to a price plan. Click Select Changed Price Items to highlight the lines. Then click Save Selected to Price Plan. The Customer Price Plan Mass Add Items window opens. For more information, refer to the Customer Price Plans topics in your online help.

• To remove an item, highlight the item then click Remove Selected Items.

Printing and Exporting Data You can create reports for Price Modeling quickly and easily. You can perform any of the following functions:

• Change headers

• Set up your page just like you would in any other program, such as portrait or landscape

• Use the Find function to search for text

• Move through the pages using the arrow keys

• Print price modeling data or export to a file.

17


1. Click .

2. In the Print Preview window, you can change headers and print or you can save to a file.

• To change header information, click . Then enter header information and click Apply when finished.

• To print, click .

• To export to a file, click . You can save the file as an Adobe (.pdf), HTML (.htm), Excel (.xls or .xlsx), and rich text (.rtf). You can also save to a C1PrintDocument to use with SQL Reporting.

• You can manually refresh data by clicking .

• Once you save a report to one of these formats, you can manipulate data and print as you nor-mally would.

3. When finished, click the X in the upper right corner to close the window.

Date post:	01-Jan-2021
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