The ‘Download Modifier Information’ form enables you to select Pricing Modifier Header(s) and criteria, to extract the information from Oracle and download into the worksheet.
Position the cursor on the row where you want the download to start writing to (below row 9), click on the ‘Download’ icon and select ‘Download via form’.
The following form will display:
Header/Line Product Filter
• Enter your criteria to select the relevant Pricing Modifier Header(s) and click on the ‘Download’ button.
• You can enter a partial value with the wild card % or use the wild card in any list of values field and click the ‘…’ icon to view the list of values that meet the criteria. Select the value from the list.
• If you only enter a value in the ‘Modifier Number’ field, the ‘To’ field is ignored. If you enter, a value in the ‘From’ and ‘To’ fields, the download will look for all assemblies between, and including, the values you have entered.
• Automatic – If you select this option only the records which are calculated automatically based on the criteria will be downloaded into your worksheet.
• Active Only - The default will be to have this field selected. If selected, all records which are active at today’s date will be downloaded. If any historical or future records exist then these will not appear. To see past and future dated records, this flag should not be selected.
Line Level Product Criteria:
• Attribute - The Attribute field is dependent on the Context values selected therefore only when you have selected a Context are you able to enter an associated Attribute as a download filter.
• Active Only - The default will be to have this field selected. When this is selected then only the lines which are active at today’s date will appear on the worksheet. This is helpful when you record the pricing history of the lines and multiple records exist for a product but have all been end dated.
To show all lines (including historical and future dated records) for a Pricing Modifier then uncheck the ‘Active Only’ checkbox.
• Value - When an attribute is entered you are provided with the ability to restrict your download based on the attribute value or a range of values.
Qualifier Filter
• Context/Attribute – The Attribute field is dependent on the context values selected therefore only when you have selected a Context are you able to enter an associated Attribute as a download filter.
• From Value – This field is dependent on the Attribute value and therefore only when you have selected an Attribute will you be able to enter a ‘From Value’. This will restrict your download to records which have a ‘Qualifier Value From’ which is equal to or between the two values stipulated.
• To Value - This will restrict your download records which have a ‘Qualifier Value To’ which is equal to or between the two values stipulated.
Line level Qualifier Level Criteria:
• Context/Attribute – The Attribute field is dependent on the context values selected therefore only when you have selected a Context are you able to enter an associated Attribute as a download filter.
• From Value – This field is dependent on the Attribute value and therefore only when you have selected an Attribute will you be able to enter a ‘Qualifier Value From’. This will restrict your download to records which have a ‘Qualifier Value From’ which is equal to or between the two values stipulated.
• To Value - This will restrict your download records which have a ‘Qualifier Value To’ which is equal to or between the two values stipulated.
Pricing Attributes Filter
• Context/Attribute - The Attribute field is dependent on the Context values selected therefore only when you have selected a Context are you able to enter an associated Attribute as a download filter.
• From Value – This field is dependent on the Attribute value and therefore only when you have selected an Attribute will you be able to enter a ‘From Value’. This will restrict your download to records which have a ‘Attribute Value From’ which is equal to or between the two values stipulated.
For example: If you entered a ‘From Value’ of 15 to 20 and the ‘To Value’ fields are left blank. This will download all records with a ‘Pricing Value From’ which is between 15 and 20.
Download form
If you only enter one value in the ‘From Value’ then only records which have this value in the ‘Pricing Value From’ will be downloaded.
• To Value - This will restrict your download records which have a ‘Pricing Value To’ which is equal to or between the two values stipulated.
For example: If you entered a ‘Value To’ of 20 to 30 and the ‘From Value’ fields are left blank, this will download any records with a ‘Pricing Value To’ between 20 and 30.
Download form
If you only enter one value in the ‘To Value’ then only records equal to this in the ‘Pricing Value To’ field will be downloaded.
• From Value and To Value – Entering values in both of these sets of fields will restrict the records based on the ‘Pricing Value From’ and the ‘Pricing Value To’ values.
For example: If you enter a ‘From Value’ of 10 and a ‘To Value’ of 20 then only the records which have this combination will be downloaded.
Once the user has selected the criteria to download, click the ‘Download’ button. A processing form will display:
The download can be stopped by clicking ‘Stop Processing’ and the following message will display.
Click ‘Yes’ to stop the processing and log out of the Wizard, or ‘No’ to continue processing.
Once the details have finished downloading, click ‘Close’ to close the processing form. The details will be written to the worksheet.
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