From the Maintenance > Price Maintenance > Strategic Pricing > Strategic Pricing Analysis menu, select Strategic Pricing Simulation Report to display the Strategic Pricing Simulation Report window.
Enter the 
selection criteria for the report
|
Field |
Description |
|
Branch |
Select the branch or territory for which you want to run the simulation. To enter multiple branches or territories, use the Multiple button. 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. |
|
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 Multiple button 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. |
|
Report Mode |
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. |
|
Customer Selection |
Select whether to include invoices for bill-to or ship-to customers in the simulation. |
To further narrow the contents of the report, click the Additional tab and enter the additional criteria for the report
|
Field |
Description |
|
Customer Category |
Select 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 Multiple button to enter multiple categories. To run the simulation for all your customer categories, leave this field blank. |
|
Customer Size |
Select the customer size, such as Tiny or Huge, to include only customers assigned that size. To run the simulation for more than one size at a time, use the Multiple button to enter multiple sizes. To run the simulation for all your customer sizes, leave this field blank. |
|
Vendor |
Select the vendors to include in the simulation. Entering a vendor in this field limits the simulation to only information for the products ordered whose sell group has this vendor assigned. To run the simulation for more than one vendor at a time, use the Multiple button to enter multiple vendors. To run the simulation for all vendors, leave this field blank. |
|
Sell Group |
Select 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 Multiple button to enter multiple sell groups. To include all sell groups in the simulation, leave this field blank. The system looks at all your sell groups until it finds a strategic price, if any. |
|
Misc Products |
Select whether to run the simulation including, excluding, or for only products with a status of MiscChrg. The default is Exclude. |
|
Nonstock Products |
Select whether to run the simulation including, excluding, or for only products with a status of Nonstock. The default is Include. |
|
Manual Override |
Select whether to run the simulation including orders with price overrides. The default is Include. If you run the simulation in Detail mode and include manual overrides, an asterisk displays next to the unit price of items that were manually overridden. In Summary mode, an asterisk displays next to the order amount of any order that contains manual overrides. If you run the simulation in Summary mode and exclude manual overrides, a plus sign displays next to the order amount of any order that has manual overrides that were excluded from the total order amount. |
|
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. |