Analyzing the Impact of Strategic Prices for Customers

As you are enabling Strategic Pricing at your site, you can view the impact of setting a customer to use the system-calculated strategic prices prior to changing the List Price/Cost Method option for the customer to Strategic. Use the Strategic Pricing Simulation Report to view how the original unit price and gross profit amounts would have changed if the strategic price was used on the customers' past invoiced orders.

For information about the details included in the report, see What the Report Includes.

To analyze the impact of strategic prices for customers:

From the File > Price Maintenance > Strategic Pricing > Strategic Pricing Analysis menu, select Strategic Pricing Simulation Report to display the Strategic Pricing Simulation Report screen.

Enter the selection criteria for the report .

To further narrow the contents of the report, use the Addl hot key and enter the additional criteria for the report.

Set options if needed, and generate the report.

What the Report Includes

The Strategic Pricing Simulation Report includes the following information:

Column

Description

Branch

(Summary View Only) The branch for which you ran the report. You can run the report for a single branch, multiple branches, or all your branches.

Customer ID/Name

(Summary View Only) The customer for which you ran the report. You can run the report for a single customer, multiple customers, or all your customers.

Field	Description
Br/Tr/All	Select the branch or territory for which you want to run the pricing simulation. To enter multiple branches or territories, use the Multi hot key. To include all your branches and territories in the analysis, type All. Branches do not have to be enabled for strategic pricing to be included in the analysis.
Bill-To/Ship-To	Select whether to include invoices for bill-to or ship-to customers in the simulation.
Customers	Enter the customer for which you want to run the simulation. To run the simulation for more than one customer at a time, use the Multi hot key to enter multiple customers. To run the simulation for all your customers, leave this field blank.
Start Date and End Date	Enter the first and last dates in the time period for which you want to select orders to include in the simulation. The system returns only orders invoiced within the date range you select and excludes strategically priced orders and manual price overrides.
Price As Of	Enter the date that you want to use to price the invoices included in the report. For example, you are running the simulation for orders that were invoiced 6 months ago, well prior to when you implemented Strategic Pricing. You want to see how those invoices would have been priced using the strategic price as of yesterday. Enter yesterday's date in this field to reprice the orders using the system-calculated strategic price as of yesterday.
Detail/Summary	Select whether to run the simulation in full detail mode which includes simulations for each product on an order, or in summary mode which includes simulations by branch.

Field	Description
Customer Category	Enter the customer category, such as Cash or Contractor, to include only customers in that category in the simulation. To run the simulation for more than one category at a time, use the Multi hot key to enter multiple categories. To run the simulation for all your categories, leave this field blank.
Customer Size	Enter the customer size, such as Tiny or Huge, to include only customers assigned that size in the simulation. To run the simulation for multiple sizes at a time, use the Multi hot key to enter multiple sizes. To run the simulation for all customers regardless of size, leave this field blank.
Vendor	Enter the vendors to include in the simulation. Entering a vendor in this field limits the simulation to include only information for the products whose sell group has this vendor assigned. To run the simulation for more than one vendor at a time, use the Multi hot key to enter multiple vendors. To run the simulation for all vendors, leave this field blank.
Sell Groups	Enter the product sell group to include only orders with products that belong to that sell group in the simulation. To run the simulation for more than one sell group at a time, use the Multi hot key to enter multiple sell groups. To run the simulation for all sell groups, leave this field blank.
Misc Charge	Select whether to run the simulation including, excluding, or for only products with a status of Misc Chrg. The default is Exclude.
Nonstock	Select whether to run the simulation including, excluding, or for only products with a status of Nonstock. The default is Include.
Customer-Specific Matrix Cells	Select whether to run the simulation including orders that were priced using a matrix cell that is defined specifically for a customer. The default is Include.
Contract-Specific Matrix Cells	Select whether to run the simulation including orders that were priced using a matrix cell that came from a pricing contract. The default is Include.

Column	Description
Branch	(Summary View Only) The branch for which you ran the report. You can run the report for a single branch, multiple branches, or all your branches.
Customer ID/Name	(Summary View Only) The customer for which you ran the report. You can run the report for a single customer, multiple customers, or all your customers.
Category	(Summary View Only) The strategic pricing customer category to which the customer belongs, such as Contractor.
Size	(Summary View Only) The customer size, such as Tiny or Huge, assigned to the customer.
Order ID	(Summary View Only) The number of the invoiced order for the customer. The report does not include strategically priced orders or those with manual overrides.
Ship Date	(Summary View Only) The date the order shipped from your warehouse.
Original Total	(Summary View Only) The total dollar amount of the order, as it was originally written and priced.
Product ID/Desc	(Detail View Only) The line item on the order.
Sell Group	(Detail View Only) The product sell group to which the product belongs.
Vendor	(Detail View Only) The vendor assigned to the sell group for strategic pricing.
Ship Qty	(Detail View Only) The total quantity of the line item on the order.
UOM	(Detail View Only) The unit of measure in which the product was sold, such as each, or box.
Original Unit Price	(Detail View Only) The priced used on the original order for the line item.
Original Extended Price	(Detail View Only) the price used on the original order for the line item, multiplied by the ship quantity.
Original GP$	The gross profit in dollars of the totals sales of the line item if you are using the Detail view, or for the customer if you are using the Summary view.
Original GP%	The gross profit as a percentage of the totals sales for the line item if you are using the Detail view, or for the customer if you are using the Summary view.
Strategic Unit Price	(Detail View Only) The strategic price as of the date you entered in the Price as Of field when you ran the report.
Strategic Extended Price	(Detail View Only) The strategic price as of the date you entered in the Price as Of field when you ran the report, multiplied by the quantity of the item on the order.
Strategic Total	(Summary View Only) The strategic price
Strategic GP$	The gross profit amount if the strategic price as of the date you entered in the Price as of field was used for the orders.
Strategic GP%	The gross profit as a percentage if the strategic price as of the date you entered in the Price as of field was used for the orders.
Change in GP$	(Detail View Only) The difference between the Original GP$ and the Strategic GP$.
Change in GP%	(Detail View Only) The difference between the Original GP% and the Strategic GP%.