Pricing Modifiers Header Qualifier and Line Qualifiers
The ‘Header Qualifier’ form enables you to enter Header Level Qualifiers for the Pricing Modifier.
To open the ‘Pricing Modifiers Header Qualifier’ form:
• Position the cursor on the row where you want to enter the Pricing Modifier Information (below row 9), click on the ‘Forms’ icon and select ‘Pricing Modifiers Header Qualifier’.
• Or you can simply double click on a Header Qualifier cell (below row 9).
The following form will display:
To open the ‘Pricing Modifiers Line Qualifiers’ form:
• Position the cursor on the row where you want to enter the Pricing Modifier information (below row 9), click on the ‘Forms’ icon and select ‘Pricing Modifiers Line Qualifiers’.
• Or you can simply double click on a Line Qualifier cell (below row 9).
The following ‘Line Level Modifier Qualifiers’ form will display:
• Enter the required fields which are shaded yellow. Enter any other details as required.
• Use the ‘up’ and ‘down’ arrows on the right-hand side of the form to navigate between qualifier records in the worksheet. Where no other qualifiers exist for the selected modifier the form will navigate to the next header qualifier even if a blank line exists between the individual modifiers.
If you wish to insert an additional qualifier and another modifier is in your worksheet, use the functionality of Excel to insert a new line into your worksheet, position your cursor on this line and open the qualifier form, using the methods explained above.
• If working on Header Qualifiers then the <<List Headers button will take you back to the Modifier Header form.
• If working on Line Qualifiers then the <<List Lines button will take you back to the lines form.
• Select the ‘Ok’ button to close the form and write the information to the worksheet.
• Select the ‘Cancel’ button to disregard the entries made in the form and return to the worksheet.
Header/Line Qualifier ‘Value From’
These fields work differently via form and via sheet. They can be one or a combination of two values.
The following will demonstrate how it works with the combinations of two values (Value & Meaning) with the colon separator between them.
Via Worksheet:
1. Creating a Modifier with a unique qualifier like Party ID
From the above scenario when you have a qualifier attribute like Party id which is unique, you need to enter the Party id (1006). Once uploaded and accepted the Party id with party name will be written back to the sheet as 1006:Computer Service and Rentals as below:
2. Creating a Modifier with a non-unique qualifier like Customer Name.
When creating a Modifier with a non-unique qualifier (like Customer Name), it is necessary to add another value (like Customer Site from above example) with colon separator in between them to find a unique combination - Alex Fong:5933 CUSTOMER.
If the value provided is not unique the Wizard will error as shown in the image below:
Error message as below:
“Header Qualifier is not unique
Multiple qualifier meaning values found. Please use the qualifier form to select an appropriate value”.
Via Header/Line Qualifier Form: When searching by value, the form will return a list of all combinations containing the given value.
In the above scenario, when searched by customer name Alex Fong, it will give you the list of all the combinations related to Alex Fong.
When the 'Value From' field is set up as a 'Date' value set field the Wizard will not show the calendar so the User needs to enter the date manually.
The Wizard does not show the calendar when the "Value From' field is set up as a ‘Date Value Set’ field so the User needs to enter the date manually.
Delete a Pricing Modifier Qualifier
If you need to delete a Pricing Qualifier for a Pricing Modifier Header or Line, simply download the existing Modifier, mark the checkbox ‘Delete Price Qualifier’ on the form or enter ‘Yes’ directly into the worksheet.
Upload the Pricing Modifier in the normal way and the Pricing Qualifier will be removed from the Pricing Modifier Header or Line.
Click here to watch ‘Qualifiers’ functionality.
Refer to section:
