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Import Scenario to "Replace" exisiting Sales Prices


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During our Go-Live several months ago we made the decision to bring in our existing sales prices as “Promotional” with an expiration 6 months out (end of April) as shown in the screenshot below:

 

Recently our sales team ask for me update all of our sales prices to remove the promotional flag and the expiration dates.   I have worked through the process of creating a Generic Inquirey,  and building the Import scenario.  I have tested the import scenario, which reads the existinging sales price entry and then creates a duplicate entry for the same break qty and price,  but leaves the promotion flag and expiration date fields blank. Shown below is the result after running the import scenario:

 

While the import works fine,  our sales team has requested that I remove the original entries so that we don’t have the “clutter” of the original import from Go-Live.   Additionally they have asked that I completely remove the sales prices for a certain item class and not to bring those in at all.  

 

I have played with my import scenario and cannot figure out how to get it to “overwrite” the existing entries versus creating a new entry.   Below is a screenshot of my import scenario that is currently working,  hoping someone can provide some insight on how to modify it to either overwrite instead of creating new entires or how to remove the original entries along with removing the entries for the one item class. 
 

 

17 replies

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@MattWSM Use the RecordID, which serves as the key field for the sales price, to delete or update the existing record. You can retrieve the RecordID field through your generic inquiry. Please refer to the attached screenshot for reference.

Generic inquiry with record id


Please find the imports scenario which I used for delete the sales price records.
 

Import scenario to delete the sales price record.

To update an existing record use the same record ID as the key field in the import scenario, simply remove the "Line Nbr = -2" line and include the field you want to update.


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  • Author
  • Freshman I
  • 50 replies
  • February 13, 2025

@ranjithduraisamy72 
Thank you for your reply. 

I was unable to dowload your import scenario,  but I was able to repliacate it and successfully remove sales price entries based on Item class.   Unfortuntly I am still hung up on updating the existing fields.  In  your previous reply you stated the following:
 

To update an existing record use the same record ID as the key field in the import scenario, simply remove the "Line Nbr = -2" line and include the field you want to update.

 

I have attempted to “remove” the <Line Number> =-2 but I receive a error that states system rows cannot be deleted.   Below is a screen shot of my current import scenario,  what am I missing?
 

 


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@MattWSM Try removing the ‘line number = -1’ field and check that please.


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  • Author
  • Freshman I
  • 50 replies
  • February 13, 2025

@ranjithduraisamy72 

I am not able to remove the <Line Number> =-1  from the table.  I just tried clearing the Source Field/Value as shown below:
 

 

That results in the following error when attempting the import:
 

 


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  • Captain II
  • 368 replies
  • February 13, 2025

HI ​@MattWSM

 

You need to set the line as inactive with the left hand side tickbox.

 

Aleks


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  • Author
  • Freshman I
  • 50 replies
  • February 13, 2025

@aiwan 

Thank you for the reply.  I have tried it with the tickbox unchecked and am still getting the following error on import:
 

 


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@MattWSM Along with the record ID please add the inventory ID and this will help you update the existing line in the Sales Price. I just tried this and working for me.

 

 


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  • Author
  • Freshman I
  • 50 replies
  • February 17, 2025

@ranjithduraisamy72 

Thank you for the feedback.  I added the inventory ID as shown on screen shot.  I don’t get an error, but when I run the import scenario it is not updating the existing entry,  it is creating a new entry,  so I have come full circle and am back to where I was at originally.   Below is a screenshot of my import scenario:

 

One difference I noted between your screen shot and mine is with regards to the provider object.  Yours is “Data” and mine is “Results”   .  I have checked and the only option I have is “Results”   not sure what is causing that difference, or if it has anything to do with why my import is creating new records and not replacing existing ones.


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  • Captain II
  • 368 replies
  • February 18, 2025

@MattWSM 

 

Your <LineNumber> line is active, this needs to be inactive to not create a new line.

Data/Results does not really matter all depends on the feeder you have into the Import Scenario.

 

Aleks


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  • Author
  • Freshman I
  • 50 replies
  • February 18, 2025

@aiwan 

Thanks for the reply…  I finally have it working!


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  • Captain II
  • 368 replies
  • February 18, 2025
MattWSM wrote:

@aiwan 

Thanks for the reply…  I finally have it working!

No probs,

 

Deactivated <line number> is for changing existing, activated -1 <line number> is for adding new records, activated -2 <line number> is for deleting records


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  • Author
  • Freshman I
  • 50 replies
  • February 18, 2025

@aiwan 

Thank you for the explanation on the settings for line number.

I think I might have jumped the gun on saying this was working.  What I have discovered is if I test run the import scenario and only select 5-10 entries it works fine,  and I have confirmed that the entries were updated.   However when run it on the entire list of sales order entires (25000), it runs, says it was processed completely,  but when I go and look at the sales prices none of them have been updated except for the 5-10 entries that were updated previously in my test run.  

I have tried limiting my source restriction so it only selects ~1400 entries,  but I have the same result where it processes fine but nothing is updated.    Any idea what might be causing it to say it processed but nothing is actually updated?


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  • Captain II
  • 368 replies
  • February 18, 2025

@MattWSM 

 

What are you using for your data provider?


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  • Author
  • Freshman I
  • 50 replies
  • February 19, 2025

@aiwan,

Here are screenshots of my import scenario and data providers.

Import Scenario Mapping
Data Provider Parameters

 

Data Provider Schema

 


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  • Captain II
  • 368 replies
  • February 20, 2025

@MattWSM 

 

If you are using a GI, have you got any logic in the sales price column to change the current prices to what you want them to be?

 

Aleks


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  • Author
  • Freshman I
  • 50 replies
  • February 20, 2025

@aiwan,

No, my GI just reads the current values, no calculations being made.  

I don’t want to change the prices or breaks,  I am just trying to clear the Promo checkbox and remove the expiration date.    

I find it really strange that it works if I manually select a small set of part numbers,  but when I try to do any significant number it doesn’t appear to do anything...


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  • Author
  • Freshman I
  • 50 replies
  • February 21, 2025

I have been playing with this again and now my scenario will only work if I have one line for a given part number selected, AND when it processes it is back to creating a NEW LINE with a default qty and value.  NOT updating the existing records.   Here is how my import scenario is setup….
 

 


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