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Dynamics GP’s Extended Pricing functionality relies on manual input to keep current and future prices up to date.
To automate this process, the Trinity Extended Pricing Integration module allows you to export price lists to Excel, effect changes in Excel, and then import the new price lists back into the GP extended pricing tables. It is also useful if you wish to import pricing information from a third-party system or as part of an initial data take-on exercise.
So how does this work?
Here we have a price sheet listing 5 items. The first item has a price of $21.30 while the last item has a price of $20.70
Rather than change prices individually, I am going to use an export to Excel wizard. The first thing I do is specify an Excel template. Different templates are required depending on the type of prices being updated. Templates are also used to map fields in Excel to data fields in the GP tables. Having done that I can then select the price sheets or price books that I want to update.
Then I can specify an existing spreadsheet I want to use. I want to add to it or overwrite the existing contents. Finally, I’ll give the sheet a name.
The wizard will 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 will change the first price to $21.40 and the last price to $1.35 off list price.
Once I have completed all my changes, the file is saved as a .CSV.
The separate import routine asks us to confirm the type of price records we are importing and the .csv file that we wish to use. Further options allow us to specify whether we are updating existing records, creating new ones. Once completed the routine will confirm its success.
If we return to our original price sheet enquiry screen and select redisplay, we can see that the new prices for the first and last items are 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 allow you to assign sheets and books to customers and prospects, and assign items and item groups to price sheets. And crucially it removes the associated manual workload.