Telus TPM Documentation
Pricing Admin
There are three options to set up Price Lists: Price Class, Price by Company and Price by Product.
Price Class
Price Class has both a definition and an association screen. The definition screen is where the price classes are defined and the association screen is where companies are associated to the defined price classes.
Price Class Definition
The defined prices classes display by default.
To Edit an existing record, click the price class row. This will open an editor component on the right side of the screen. Make the necessary edits then click Save. Click Cancel to revert changes. Clicking the X on the top right will close the editor.
To Add a new record, click the Add button on the bottom right of the screen. This will open the create new definition editor. Enter the required information and click Save. Click Cancel to revert changes. Clicking the X on the top right will close the editor.
Price Class Association
The screen displays Company information on the left and the Price Classes on the right. To add a company to a price class, click on the company row and drag and drop it into the price class. Click Save after making changes.
To find where a company is within the price classes, highlight the company row and click the Cycle through item in hierarchy to locate the company.
Price Company
This grid displays the Product-Company pricing list. The pricing can be set up initially by a feed and then maintained in the Admin screen. The data in the grid below is filtered to a Company Name containing Boston.
To display the data in the Price by Company grid, enter the criteria to search for within the grid column filters.
Then click the Populate button.
The grid will populate based on the filter criteria.
To clear the grid, click the Clear button.
Adding a Product Company Record
To add a new record to the grid, click the Add button. This will open the Price List Line Editor popup.
Product: Clicking the Product button will open the Product selection popup. Double-click a row to select that product and close the popup.
Company: Clicking the Company button will open the Company selection popup. Double-click a row to select that company and close the popup.
Date Start: Enter a date in the Date Start field by either typing the date or selecting a date using the calendar option. This is a required field.
Date End: Enter a date in the Date End field by either typing the date or selecting a date using the calendar option. This is an optional field.
Cost Basis Type: Select a cost basis type. The pricing will only apply to contracts defined with the same cost basis.
UOM: Select the UOM for the product price.
Price: Enter the product price. Any value which is greater than 2 decimal places will be rounded in the UI but will display an approximate symbol and display the entire value on hover.
Save: Click OK to save the information and close the popup.
Click Cancel to close the popup without saving.
Editing a Product Company Record
To Edit a product company record, select the checkbox at the beginning of the product company row and click the Edit button at the bottom of the screen. This will open the Price List Line Editor.
There are only 3 fields which can be edited: Date End, UOM and Price.
After making modifications, click OK to Save or click Cancel to close the popup without saving.
Deleting a Product Company Record
To Delete a product company record, select the checkbox at the beginning of the product company row and click the Delete button at the bottom of the screen. This will open the Confirmation popup.
To continue with deleting the product company record, click Confirm. To cancel the delete action, click Cancel.
Price List
This grid displays the Product pricing list. The pricing can be set up initially by a feed and then maintained in the Admin screen.
Adding a Product Record
To add a new record to the grid, click the Add button. This will open the Price List Editor.
Product: Clicking the “…” on the Product textbox will open the Product selection popup. The products can be filtered by entering text in the column and clicking enter. To select a product, highlight the product row and click Select.
Date Start: Enter a date in the Date Start field by either typing the date or selecting a date using the calendar option. This is a required field.
Date End: Enter a date in the Date End field by either typing the date or selecting a date using the calendar option. This is an optional field.
Cost Basis Type: Select a cost basis type. The pricing will only apply to contracts defined with the same cost basis.
UOM: Select the UOM for the product price.
Price: Enter the product price. Any value which is greater than 2 decimal places will be rounded in the UI but will display an approximate symbol and display the entire value on hover.
Save: Click Save to save the data. Clicking the X on the top right will close the editor window.
Click Cancel to close the popup without saving.
Editing a Product Record
To Edit a product record, select the product row and the editor will open on the right.
There are only 3 fields which can be edited: Date End, UOM and Price.
After making modifications, click Save or click Cancel to revert changes. Click the X on the top right to close the editor.
Deleting a Product Record
To Delete a product record, select the product row and the editor will display on the right. Click the Delete button. A delete confirmation will appear. Click Delete to continue with deleting the price list record. Click Cancel to return to the editor without deleting the price list record.
