Prior to viewing the analysis data for strategic prices and strategic freight, run the Strategic Pricing Analysis Build utility to gather data from your sales transactions about how items on orders were priced and how freight was calculated. The system gathers the information for the date range you set. You can then review and analyze the information in the analysis reports.
Only one analysis build file can exist at a time. If you have an existing file, creating a new file overwrites the old file. If you want to analyze data for a different date range, a different branch type, or customer type, you need to rebuild the file with different selections.
Note: The build is not required to analyze price overrides.
To build the Strategic Pricing Analysis file:
From the Files > Price Maintenance > Strategic Pricing > Strategic Pricing Analysis menu, select Strategic Pricing Analysis Build to display the Strategic Pricing Analysis Build screen.
In the Start Date and End Date fields, enter the first and last dates in a range of dates for which to collect data.
In the Branch Level field, select whether to collect data by price branch or ship branch on each order. The selection you make here determines which branch data is available when you analyze the pricing data by branch.
In the Customer Level field, select whether to collect data by ship-to customer or bill-to customer on each order. The selection you make here determines which customers are included in the file.
Do one of the following to create the customer size file:
To run the build immediately - Use the Begin hot key.
To schedule the file to run later - Use the Opts hot key, select Scheduling, and select when and how often to run the build.
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