How to Manage Customer Specific Price Levels in Microsoft Dynamics GP


HubSpot Video

Dynavistics Trinity Extended Pricing Integration simplifies the process with offline data management that can be supported by data imports and exports that recognize and support the architecture of Dynamics GP Extended Pricing.

For more information on the Trinity distribution modules please visit the Trinity Product Page 

Video Transcript

How to Manage Customer Specific Price Levels in Microsoft Dynamics GP

Welcome to this presentation on the Trinity Extended Pricing Integration module, from Dynavistics.

Dynamics GP’s extended pricing functionality relies on manual input to keep current and future prices up-to-date.  To automate this process, the Extended Pricing Integration module allows you to:

  • Export price lists to Excel
  • Effect changes in Excel
  • Then import new price lists back into GP extended pricing tables

It’s also useful if you usually to import pricing information from a third party system, or as part of the initial edit take-on exercise.  So how does this work?

Here we have a price list containing five items.  The first item has a price of $21.30, and the last item has a price of $20.50.  Rather than changing prices individually, I'm going to use an Export Excel Wizard.  

The first thing I do is specify an Excel template ID.  Different templates are required depending on the type of prices that're being updated.  Templates are also used to map the fields in Excel to data fields in the GP tables. I can go back and then select price sheets or the price books that I want to update. Then I can specify an existing spreadsheet that I want to use, and whether I want to add to it or overwrite the existing contents. Finally, I'll give the sheet a name.

The wizard will then confirm my selection criteria and then export the data. Once the export is complete, if I wish, I can zoom straight to Excel and change prices.

Here I am going to change the first price to $21.40, and the last price to $1.35 off list.  Once I’ve completed all my changes, the file is then saved as a dot CSV.

A separate import routine asks us to confirm the type of price records we are importing and the dot CSV file that we wish to use.  A further option allows us to specify whether we are updating existing records or creating new ones.  Once completed, the routine will confirm its success.

If we return to our original price sheet enquiry and select redisplay, we will see that the new prices for the first and the last items and now in place.

So, in summary, Extended Pricing Integration:

  • Allows you to export pricing data to an Excel spreadsheet and then import that data to either create new price sheets and price books or update existing sheets and books
  • It will also act to assign sheets and books to customers and prospects and assign items an item groups to price sheets
  • And, crucially, it removes the associated manual workload

I hope you found this presentation of interest.  If you’d like to know more, please schedule your free demonstration today.  Thank you.


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