Telus TPM Documentation
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Pricing Admin
There are two options to set up Price Lists: Price by Company and Price by Product.
To display the data on both the Price by Company and Price by Product grids, 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.
Price by 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.
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 by Product
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 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.
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 Record
To Edit a product record, select the checkbox at the beginning of the product 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 Record
To Delete a product record, select the checkbox at the beginning of the product row and click the Delete button at the bottom of the screen. This will open the Confirmation popup.
To continue with deleting the product record, click Confirm. To cancel the delete action, click Cancel.
