Pricing Retail

Merchandise Management System (MMS) Software

Basic Price & Cost Management

Training Tutorial

Release 4R4

May, 1999

Copyright 1995 - 1999 by JDA Software, Inc. All rights reserved. These materials are protected by theCopyright Act of 1976, as amended, as an unpublished work and the foregoing notice and legendshall not be deemed to constitute publication or an intent to publish thereunder. These materials areproprietary and confidential information of JDA Software, Inc., and may be disclosed and used onlyas authorized in the License Agreement and Confidentiality Agreement controlling such disclosureand use.

JDA reserves the right, at any time and without notice, to change these materials or any of thefunctions, features or specifications of any of the software described herein. JDA SHALL HAVE NOWARRANTY OBLIGATION WITH RESPECT TO THESE MATERIALS OR THE SOFTWARE DESCRIBEDHEREIN, EXCEPT AS PROVIDED IN JDA'S SOFTWARE LICENSE AGREEMENT WITH ANAUTHORIZED LICENSEE.

TABLE OF CONTENTS

PRICE AND COST MANAGEMENT OVERVIEW...................................................................1

COST FILE MAINTENANCE....................................................................................................2

BASIC COST EVENT ENTRY..................................................................................................3

COST EVENT OVERRIDES......................................................................................................4

PRICE EVENT LOCATION MAINTENANCE..........................................................................5

PRICE EVENT CONTROL MAINTENANCE...........................................................................6

PRICE EVENT ENTRY..............................................................................................................7

PRICE EVENT OVERRIDES.....................................................................................................8

AD EVENT WITH SALES FORECAST....................................................................................9

PRICE EVENT TURBO ENTRY..............................................................................................10

PRICE GROUP PROCESSING................................................................................................11

PRICE EVENT INQUIRIES AND REPORTS..........................................................................12

COMPETITIVE PRICING PART ONE.................................................................................13

COMPETITIVE PRICING PART TWO.................................................................................14

PRICE & COST MANAGEMENT --- MODULE OVERVIEW

MAY, 99 --- LESSON 1-1

Table Of Contents

Price And Cost Management Overview........................................................................................3

Menu Diagram - Cost Management..............................................................................................9

Menu Diagram - Price Management.............................................................................................9

Glossary Of Terms....................................................................................................................10

Method For Determining The Effective Price Or Cost Event.......................................................13

Markup/Markdown Posting........................................................................................................14

Option Records..........................................................................................................................16

Price & Cost Management Lesson Outline..................................................................................19



PRICE AND COST MANAGEMENT OVERVIEW

BUSINESS PURPOSE/OBJECTIVES

n Manage permanent and promotional price and cost changes

n Create and manage overrides to the chain-wide price and cost of items

n Provide numerous pricing methods

n Provide performance reports to track permanent and promotional price changes

n React quickly to vendor cost changes; create price changes in response to cost changes

SYSTEM FEATURES/FUNCTIONS

The Cost Change Management Module and the Price Change Management Module provide thetools to perform mass maintenance of both permanent and promotional cost and price changes.Both cost and price changes may be made at chain, zone, and store levels. n EVENT STATUSES - Cost and price events are tracked through the following statuses:

q Open - The event is available for maintenance. This is the only status eligible to bereleased.

q In Progress - A temporary status assigned once a cost/price change has been released.In Progress means the Cost Plan (CSTPLN) or the Price Plan (PRCPLN) file is beingupdated.

q Released - The in progress status has completed and the cost/price change has beenreleased. Maintenance is not allowed on a released event until it has been re-opened.The new costs now reside in the Cost Plan (CSTPLN) file; new prices reside in thePrice Plan (PRCPLN) file.

q Active - The cost/price change is active. Maintenance is not allowed on an activeevent until it has been re-opened. There is no official 'Active' status assigned toevents.

q Closed - This status is valid for promotional events only. This status designates thatthe end date for the event has been reached. There is no official 'Closed' status.

n KEY FEATURES - COST MANAGEMENT - The following bullets identify some of the

key features of the Cost Change Management Module:

q User defined cost change types and reasons

q User assigned precedence numbers to designate the order in which costs are retrievedwhen more than one cost for an item becomes effective on the same day

q Automatic interface to Price Change Module

q Maintenance of costs by vendor, product class, and cost range

q "Turbo entry" of SKUs and their costs



PRICE AND COST MANAGEMENT OVERVIEW (CONT) SYSTEM FEATURES/FUNCTIONS (CONT)

n KEY FEATURES - COST MANAGEMENT (CONT)

q Accommodates changes made to the cost of items using the following methods:

Percentage difference from current cost Amount difference from current cost New cost

n KEY FEATURES-PRICE MANAGEMENT - The following bullets identify some of thekey features of the Price Change Management Module:

q User defined price change types and reasons

q User assigned precedence numbers to designate the order in which prices are retrievedwhen more than one price for an item becomes effective on the same day

q Store Notification Bulletins printed during End of Day on user defined number of daysprior to the price event

q Maintenance of prices by vendor, product class, price range, and previous event

q Ability to track status and progress of events through various inquiries and reports

q Easily maintain overrides to the chain-wide price of items or style level prices

q Accommodates the following pricing methods:

Quantity Ends Buy One Get One Free Offers Multiple Dates Quantity Breaks Mix/Match Color/Size/Dimension Overrides Price Multiples

q Allows prices to be changed based on an item's Original Price, Current Regular, orCurrent Price (POS)

q Allows prices to be changed based on 11 different item costs, including Current Cost,Average Cost, and Landed Cost

q Accommodates changes made to the price of items using the following methods:

Percentage difference from "Based On" price Amount difference from "Based On" price New gross margin New price

q "Turbo entry" of SKUs and their prices

q Ticket and label printing

q Automatic update to POS



Enter Header Information Select Items

Change Costs

Open CostChanges

Cost Plan File

Release CostChanges

End of DayProcessing

Effective DateReached?

Reports andTickets

Yes

No

Cost ChangeModule Flow



Create Event Select ItemsEstablish

CostsSend to Stores

AnalysisSelect EventLevel

Select EventType

Effective Dates

By Vendor

By ProductClassification

By Cost Point

Enter DefaultCosting

% Change

$ Change

New Cost

COST CHANGE MANAGEMENT SYSTEM

Item SelectInterface

Turbo Entry



Enter Header Information Select Items

Change Prices

Open PriceChanges

Price Plan File

Release PriceChanges

End of DayProcessing

Effective DateReached?

Reports andTickets

Yes

No

Price ChangeModule Flow



Create Event Select ItemsEstablish

PricesPrint Tickets &

Labels

Send to StoresSelect EventLevel

Select EventType

Effective Dates

By Vendor

By ProductClassification

By Price Point

Enter DefaultPricing

New PriceTarget GM

% Change$ Change

Multiple Dates

PRICE CHANGE MANAGEMENT SYSTEM

Item SelectInterface

Create EventInterface

MarkdownAnalysis

MerchandiseAnalyzer

Turbo Entry

CompetitivePricing

Price Groups

By PreviousEvent

Quantity Ends

Buy One GetOne Free

QuantityBreaks

Mix / Match

Inquiries

Analysis



MENU DIAGRAM - COST MANAGEMENT

Cost Event File Maintenance (MENEV9)

Cost Event Entry/Update (MENEV7)

Event Inquiries/Reports (MENEV4)

Cost Change Management (MENEV5)

MENU DIAGRAM - PRICE MANAGEMENT

Price Event File Maintenance (MENEV1)

Price Event Entry/Update (MENEV2)

Competitive Pricing (MENEV3)

Event Inquiries/Reports (MENEV6)

Price Point/Markdown Analysis (MENEV8)

Price Change Mangement (MENEVT)


MAY, 99 --- LESSON 1-10

GLOSSARY OF TERMS

"Based On" Cost

Designates which chain-level cost the system will use when computing a new price based ona gross margin change. New prices can be based on 11 different cost types, which arecalculated as a result of applying purchase order allowances, and/or rebates, and/or landedcost factors.

"Based On" Price

Designates the price to be used by the system as a basis for calculating the new pricewhenever a percentage change or amount difference is specified.

Buy One Get One Free (B1G1F)

A pricing method that offers an additional item at a discount when a specified number ofthat item is purchased at the current POS price. This discount may be specified as a flatamount or percentage off the current POS price.

Cost Zone

Cost zones are used to group together those locations with similar costing characteristics.For example, a vendor may have a lower cost for locations near its warehouse, whilelocations on the other side of the country will have a higher cost.

Mix/Match

A group of items that may be purchased in a specific quantity and for a specific price. Theseitems can be mixed within the quantity/price as desired. An example of a mix/matchgroup is '4 for a Dollar', where the quantity assigned to the group is '4' and the amount is$1.00.

Multiple Dates

Multiple dates and prices may be assigned to an item to allow that item to continuallychange prices while in the same price event. For example, an item may have a price of 10%off for the first week of the ad, 20% off for the second week of the ad, and so on.


MAY, 99 --- LESSON 1-11

GLOSSARY OF TERMS (CONT)

Multiples

A multiple may be assigned to any item to identify the quantity at which the item is sold forthe designated price. For example, an item with a price of $10.00 and a multiple of '2'designates that the item is sold at '2 for $10.00'.

Overrides

Used to define any price or cost of an item different from the chain-wide price or cost. Forexample, if the chain-wide price of an item is $12.00, but one location carries it for $10.00,that $10.00 price is an override to the chain-wide price of $12.00.

Overrides may also be created for styles by overriding the style-level price at the color/sizelevel. For example, the price for Style PHOENIX/TS is $11.99, but all colors in theSMALL size may have an override price of $10.50.

Precedence Levels

Precedence levels are assigned to price and cost event types to designate the order in whichprice and cost changes should be retrieved when more than one price or cost exists at thesame time. For example, if two prices exist in the PRCPLN file for the same date, thesystem will then look at the precedence level to determine which event has the lowerprecedence number.

Price Group

Price groups are used to group items together that are usually included in the same type ofprice change. This price group may then be attached to a price event as an alternative toselecting items for the price event while in Price Event Entry.

Price Zone

Pricing zones are used to group together those locations with similar pricing characteristics.For example, stores in affluent parts of the country may have higher prices than those inrural areas. Price events may then be generated for a specific price zone or group of zones.


MAY, 99 --- LESSON 1-12

GLOSSARY OF TERMS (CONT)

Quantity Breaks

Quantity breaks may be assigned to an item to give a discount when specified quantities ofthe item are purchased. For example, an item selling for $5.00 each may have a quantitybreak of 'Two for $9.00' or Buy Three for $4.25 each'.

Quantity Ends

This pricing method may be assigned to any item on the price event to designate the point atwhich the sale price is ended. For example, if a quantity end of 100 is assigned to an item,the sale price offering for the item and location will be ended once a quantity of 100 hasbeen sold at that location.

Turbo Entry

Turbo entry is a method used to quickly enter a list of items and costs/prices on a cost orprice event, with edits performed upon completion of entry. This method is an alternative toselecting items while in Cost Event Entry or Price Event Entry.

UPC Pricing

The system provides UPC pricing capabilities within the Database Master File Module.UPC pricing is a register function only. If used, it takes precedence over any other pricinglevels in effect at the register. Except for downloading UPC pricing to the POS, UPCpricing has no effect at the host side. The price look-up program (PRCDAT) does notretrieve the UPC price.


MAY, 99 --- LESSON 1-13

METHOD FOR DETERMINING THE EFFECTIVE PRICE OR COST EVENT

The system uses a hierarchical system to determine which cost or price is used when multiple costor price changes exist for an item. If events are "tied" at one level (they have equal consideration),then the system looks at the next level in the hierarchy to see if it can break the tie there. If ties stillexist, this process will continue until the fifth level is reached. At the fifth level, the tie will bebroken based upon which event is the most recent. The following hierarchy levels are used:

1. Effective Date - The system compares the effective date of the event with the date in theNEXTDATE file. The system looks to see which event should go into effect the following dayand sends that information to the store during the polling process. The information is sent thenight before so that the in-store system will have the correct cost (or price) when it opens thefollowing day.

2. Precedence Level - Precedence levels are assigned to each event type to determine which cost(or price) is used when multiple changes are in effect for the same day. Each precedence isassigned a number from '1' to '10' with '1' having the highest priority and '10' the lowest. Forexample,

q Two cost events exist in the cost plan file for the same day:

Event #1 Event #2Event Level Store-Level Event Chain-Wide EventCost Type (Event Type) R-Regular Event D-Vendor DecreasePrecedence Level 10 2

q The cost would be retrieved from Event #2 since a precedence of 2 comes before aprecedence of 10.

The same process applies to price events.

3. Color/Size/Dimension Changes - Events for styles can have specific changes for individualcolor/size SKUs. If multiple cost (or price) changes exist for a style, the system then looks tosee if there are any cost (or price) changes for the individual SKUs within the style.

4. Event Level - Event levels come into consideration when there is more than one cost (or price)effective on the same day with the same precedence. When this condition occurs, the systemdetermines which cost (or price) will be effective based on the level of the event:

q The store-level is taken firstq The zone-level is taken secondq The chain-level is taken last

5. Highest Event Number - If more than one cost (or price) is effective on the same day, and theevents have the same precedence and are at the same event level, the event with the highest(most recent) event number will take precedence.


MAY, 99 --- LESSON 1-14

MARKUP/MARKDOWN POSTING

Markups and markdowns are posted to the system by End of Day Processing when a permanentprice event becomes effective. The following calculations are used to determine the type oftransaction to be posted.

OPTION NOTE - Option 1179 (Track Markdowns Using Perpetuals or MU/MD Counts) must beset to 'Perpetuals' in order for this to occur.

n Markups

New Price > Old Price, andOld Price > Original Price(New Price - Old Price) X On Hand Qty = Markup Amountq Transaction Type: 065

n Markdowns

New Price < Old Price, andOld Price < Original Price(Old Price - New Price) X On Hand Qty = Markdown Amountq Transaction Type: 066

n Markup Cancellation

Original Price < New Price, andNew Price < Old Price(Old Price - New Price) X On Hand Qty = Markup Cancellationq Transaction Type: 067

n Markdown Cancellation

Original Price > New Price, andNew Price > Old Price(New Price - Old Price) X On Hand Qty = Markdown Cancellationq Transaction Type: 068

n Markdown Cancellation/Markup

New Price > Original Price, andOriginal Price > Old Price(Original Price - Old Price) X On Hand Qty = Markdown Cancellation(New Price - Original Price) X On Hand Qty = Markupq Transaction Types: 068/065

n Markup Cancellation/Markdown

New Price < Original Price, andOriginal Price < Old Price(Old Price - Original Price) X On Hand Qty = Markup Cancellation(Original Price - New Price) X On Hand Qty = Markdownq Transaction Types: 067/066


MAY, 99 --- LESSON 1-15

Key

$15.00

$14.00

$13.00

$16.00

$17.00

Old

New Old

New

Old

New Old

New Old New

OldNew

Markup Markdown MarkupCancellation

MarkdownCancellation

Markup w/Markdown

Cancellation

Markdownw/ Markup

Cancellation

(NP - OP) X OH = MU(17 - 16) X 100 = MU

1 X 100 = 100.00

(OP - NP) X OH = MD(14 - 13) X 100 = MD

1 X 100 = 100.00

(OP - NP) X OH = MUC(17 - 16) X 100 = MUC

1 X 100 = 100.00

(NP - OP) X OH = MDC(14 - 13) X 100 = MDC

1 X 100 = 100.00

(OR - OP) X OH = MDC(15 - 14) X 100 = MDC

1 X 100 = 100.00

(NP - OR) X OH = MU(16 - 15) X 100 = MU

1 X 100 = 100.00

(OP - OR) X OH = MUC(16 - 15) X 100 = MUC

1 X 100 = 100.00

(OR - NP) X OH = MD(15 - 14) X 100 = MD

1 X 100 = 100.00

(Original)

MU = MarkupMD = MarkdownMUC = Markup CancellationMDC = Markdown Cancellation

NP = New PriceOP = Old PriceOR = Original PriceOH = On Hand


MAY, 99 --- LESSON 1-16

OPTION RECORDS (CST)

Option 1592 - Codes Used for Price Change Type & Reason Code

Option 1593 - Cost Event Program Called from CST200

Option 1594 -Should Today's Cost Changes Go Effective Immediately?

Option 1018 - Transaction type 34 (Cost Adjustment) will be written when cost variance is greater than user defined amount

OPTION RECORDS (INV)

Option 1595- Should Cost Changes be Allowed in Item Master Maintenance?

Option 0099 -Are Price Changes Permitted in Item Master Maintenance?


MAY, 99 --- LESSON 1-17

OPTION RECORDS (EVN)

Option 1180- Min Days Between Event Start Date and End Date

Option 1183 -Min Days Between Current Date and Start Date

Option 1184 -Should Event History be Kept at the Store Level?

Option 1185 -Should Event History be Kept at the Color/Size Level?

Option 1553 -Method of Assigning Event Numbers

Option 1556 -Last Price & Cost Event Number Used

Option 1752 - Price Event Precedence Control Record (Used by EVN220, updated byEVN221)

Option 1753 -Is B1G1F Pricing Supported (BG)?

Option 1754 -Is Quantity Break Pricing Supported (QB)?

Option 1755 -Is Mix/Match Pricing Supported?


MAY, 99 --- LESSON 1-18

OPTION RECORDS (EVN)

Option 1756 -POS Tax Flag 'From' Position (Used by Tax Authority)

Option 1757 -POS Tax Flag 'To' Position (Used by Tax Authority)

Option 1758 -Price Entry Program to be Called from EVN200

Option 1759- Inquiry Program to be Called from Inquiry by Event Number (EVN420)

Option 1952 -Download Price via Notify Date?

OPTION RECORDS (PRC)

Option 1179 -Track Markdowns Using Perpetual Inventory or Counts?

Option 1750 -Is UPC Level Pricing Used?


MAY, 99 --- LESSON 1-19

PRICE & COST MANAGEMENT LESSON OUTLINE

Lesson 1 - Module Overview

Lesson 2 - Cost File Maintenance

Lesson 3 - Basic Cost Event Entry

Lesson 4 - Cost Event with Overrides

Lesson 5 - Price Event Location Maintenance

Lesson 6 - Price Event Control Maintenance

Lesson 7 - Price Event Entry

Lesson 8 - Price Event with Overrides

Lesson 9 - Ad Event with Sales Forecast

Lesson 10 - Price Event Turbo Entry

Lesson 11 - Price Group Processing

Lesson 12 - Price Event Inquiries and Reports

Lesson 13 -Competitive Pricing Part 1

Lesson 14 -Competitive Pricing Part 2


MAY, 99 --- LESSON 1-20

NOTES

PRICE & COST MANAGEMENT --- COST FILE MAINTENANCE


Table Of Contents

Lesson 2 - Cost File Maintenance.................................................................................................3

Cost Event File Maintenance Menu..............................................................................................4

Step 1 - Create A Cost Zone........................................................................................................5

Step 2 - Assign Locations To The Cost Zone................................................................................8Enter Vendor And Cost Zone....................................................................................................8Select Location(S)....................................................................................................................9

Step 3 - Set Up Stores Active On Data Interchange....................................................................10

Step 4 - Create A Cost Type......................................................................................................12

Step 5 - Assign A Precedence To The Cost Type........................................................................14

Hands On Exercises...................................................................................................................17

Lesson Review Questions...........................................................................................................21



LESSON 2 - COST FILE MAINTENANCE

LESSON SUMMARY

This lesson covers the processes used to define and maintain the following information:

n VENDOR COST ZONES - Cost zones are used to group together those locations withsimilar costing characteristics for the same trade vendor. For example, a vendor may have alower cost for locations near its warehouse, while locations on the other side of the countrywill have a higher cost.

n COST TYPE - Cost types are user-defined codes that identify the type of cost change beingcreated. This code is entered as the Event Type for a cost change event on the EventMaintenance Header Screen (CST200).

n COST PRECEDENCE - Once a cost type has been created, it is assigned to a precedencelevel. Only one cost or price type may be assigned to each precedence level. Theprecedence level is used to determine which cost should be used when multiple cost changesare effective for the same day. Each precedence is assigned a number from '1' to '10' with '1'having the highest priority and '10' the lowest. For example,

q Two cost events exist in the cost plan file for the same day:

Event #1 Event #2Event Level Store-Level Event Chain-Wide EventCost Type (Event Type) R-Regular Event D-Vendor DecreasePrecedence Level 10 2

q The cost would be retrieved from Event #2 since a precedence of 2 comes before aprecedence of 10.

SYSTEM IMPACT - When creating a cost event, the precedence level is assigned viaentry of the cost type code on the Event Maintenance Header Screen (CST200).

For a full description of how the system determines the appropriate cost change eventto use for a particular date, see Lesson 1.

LESSON OUTLINE

STEP 1 - Create a Cost ZoneSTEP 2 - Assign Locations to the Cost ZoneSTEP 3 - Set Up Stores Active on Data InterchangeSTEP 4 - Create a Cost TypeSTEP 5 - Assign a Precedence Level to the Cost Type



Menu: MENEV9 Training Company 4R4 Date: 1/13/94DSP141J Cost Event File Maintenance Time: 8:18:49USER

Location Maintenance 2 Cost Zone 3 Cost Zone/Store Table

Event Control Maintenance 8 Store Table 9 Cost Type 10 Cost Precedence

=========================== Training Company (4R4) ==========================Return = F1 or F3 JDASignoff = F7 Enter Choice: 02 Last Item: SOFTWAREHelp !! = Help Key Fast Path: SERVICES

COST EVENT FILE MAINTENANCE MENU

ACCESS METHOD

Access this menu by selecting Option 1 (Cost Event File Maintenance) from the Cost ChangeManagement Menu (MENEV5).

LESSON SELECTIONS

n OPTION 2 - COST ZONE - Use this option to create a cost zone for a specific vendor.Cost zones are used to group together those locations with similar cost characteristics.

n OPTION 3 - COST ZONE/STORE TABLE - Use this option to assign stores to the costzone created in Option 2.

n OPTION 8 - STORE TABLE - Use this option to set up stores as Active on DataInterchange. This setting allows Store Data Interchange files to be built for store locations.

n OPTION 9 - COST TYPE - Use this option to establish and maintain the types assigned toall cost changes entered on the system. The type defines the change as a regular change, adchange, vendor decrease, etc. When creating a cost change event, this code will be enteredas the Event Type on the Event Maintenance Header Screen (CST200).

n OPTION 10 - COST PRECEDENCE - Use this option to assign a precedence level to theexisting cost types. Precedence levels determine the order in which a cost change is retrievedwhen multiple cost changes exist. Only one cost type may be assigned to each precedencelevel.



1 CST238 Training Company 4R4 Date: 1/13/94 Maintain Cost Zone Master File Time: 8:18:52

Vendor Number: 1004

Zone Number: 10

=========================== Training Company (4R4) =========================== F1=Return F3=Search Vendors Roll Keys Available F4=Search Cost Zones

STEP 1 - CREATE A COST ZONE

ACCESS METHOD

Access this screen by selecting Option 2 (Cost Zone) from the Cost Event File MaintenanceMenu (MENEV9).

STEP SUMMARY

Use this step to enter the vendor and cost zone to be created. A vendor must be identified tocreate a cost zone. When a vendor is assigned to a cost change event, any cost zone created forthat vendor may be selected in Cost Change Entry. Cost zones created for other vendors will notbe available.

+ PRIMARY FLAG NOTE - A primary flag may be assigned to one zone for each vendor.This zone is then known as the primary cost zone for that vendor. The primary cost zonebecomes the default zone for that vendor. That is, all stores within the company willbelong to the primary zone unless they are assigned to another zone for the vendor by usingOption 3 (Cost Zone/Store Table). This eliminates the need to attach every location to thatzone/vendor combination.

KEY FIELDS/CONCEPTS

n Vendor - The vendor assigned to the cost zone being created.

n Zone Number - The number assigned to the cost zone being created.



2 CST238 Training Company 4R4 Date: 1/13/96 Maintain Cost Zone Master File Time: 8:18:55

Zone Vendor......: 1004 Cathoway Clothiers

Zone Number......: 010

Zone Description: Eastern US Stores______________

Short Description: EAST STR

Primary Zone? .... N (Y/N)

=========================== Training Company (4R4) ===========================F1=Return F7=Accept F23=Delete

STEP 1 - CREATE A COST ZONE (CONT)

ACCESS METHOD

Access this screen by entering a vendor and cost zone on the previous screen and pressingENTER.

STEP SUMMARY

Use this step to assign a description to the vendor/zone and to designate whether it is the primarycost zone for that vendor.

KEY FIELDS/CONCEPTS

n Zone Description - The long description assigned to the cost zone.

n Short Description - The eight-character short description assigned to the cost zone. If thisis not entered, the system will automatically assign the first eight characters (non-space) forthe short description.

n Primary Zone - Designates whether this zone is the primary cost zone for the vendor. Theprimary cost zone will automatically be assigned to all company locations that do not haveanother cost zone attached. For example,

Cost Zone 100Primary Cost Zone

Store #1

Store #2 Store #6

Store #8

Store #7

Cost Zone 101

Store #3

Store #4

Cost Zone 102

Store #5

Company has eight stores.

For Vendor 1234:Cost Zone 100(Primary)Cost Zone 101Cost Zone 102



STEP 1 - CREATE A COST ZONE (CONT)

KEY FIELDS/CONCEPTS (CONT)

+ PRIMARY ZONE NOTE - Only one cost zone per vendor may be designated as theprimary zone.

n Accept - Press F7 to accept the cost zone.

n DeletePress F23 to delete an existing cost zone. When a cost zone is deleted, the storesassigned to that zone will automatically be reassigned to the primary cost zone for thatvendor.

+ DELETION NOTE - Care should be taken not to delete a zone if there are cost eventscreated for that zone.



1 CST237 Training Company 4R4 Date: 1/13/96 Cost Zone/Store Table Maintenance Time: 8:19:05

Vendor Number: 1004

Zone Number: 10

=========================== Training Company (4R4) =========================== F1=Return F3=Search Vendors Roll Keys Available F4=Cost Zone Search

STEP 2 - ASSIGN LOCATIONS TO THE COST ZONEEnter Vendor and Cost Zone

ACCESS METHOD

Access this screen by selecting Option 3 (Cost Zone/Store Table) from the Cost Event FileMaintenance Menu (MENEV9).

STEP SUMMARY

Use this step to assign stores to the vendor and cost zone entered on this screen.

+ PRIMARY ZONE NOTE - This step does not need to be performed for the primary costzone. All locations not assigned to another cost zone will automatically be assigned to theprimary cost zone.

KEY FIELDS/CONCEPTS

n Vendor Number - The vendor assigned to the cost zone.

n Zone Number - The zone number assigned to the vendor.



2 CST237 Training Company, Inc. Date: 1/13/96 Cost Zone/Store Table Maintenance Time: 8:19:30

Vendor Number: 1004 Cathoway Clothiers Zone Number: 10 Eastern US Stores Primary Zone: N Search For....: S R = Region D = District S = Store/ Whs G = Store Group Store Number..: X Store Description Manager Whse Zone X 1 Manhattan Paula Smith 982 11 X 2 Boston Elizabeth Perkins 982 11 3 Cleveland Jolanda Perez 982 11 4 Chicago Amelia Mitten 982 11 5 Dallas Gloria Newman 982 11 6 Phoenix Gus H. Dorfman 981 11 7 San Diego Ralph Whitman 981 11 8 Portland Chester Polanski 981 11 9 Denver Megan Malone 981 11 10 Provo Bo Schuman 981 11 111 Pacific Coast Store 111 Liz Appleton 910 11

=========================== Training Company, Inc. ===========================F1=Return F7=Accept Roll Keys available

STEP 2 - ASSIGN LOCATIONS TO THE COST ZONE (CONT)Select Location(s)

ACCESS METHOD

Access this screen by entering a vendor and cost zone on the previous page and pressing ENTERor by selecting a cost zone from the Search for Cost Zone screen (1 CST239).

STEP SUMMARY

Use this step to select each location to be assigned to the designated vendor and cost zone.

SYSTEM IMPACT - Once this step has been completed, cost change events may be created atthe zone level. Zone level cost changes apply the change at all locations assigned to thespecific zone. Cost changes made for the vendors primary cost zone will be effective for alllocations NOT assigned to another cost zone using this step.

KEY FIELDS/CONCEPTS

n Search For - The list of locations may be sorted by region, district, store number, or storegroup by entering appropriate code in this field.

n Store Number - The search may be narrowed by entering a particular number as a startingpoint. If the search is being conducted by store, enter a store number. If the search is byregion, district, or store group, the field name will change appropriately.

n Select with an 'X' - Each location selected with an 'X' will be assigned to the designatedcost zone.

+ NOTE - Stores already assigned to another cost zone for this vendor (other than theprimary cost zone) will be listed, but will not have a selection field available.

n Accept - Press F7 to accept the location(s) assigned to the cost zone.


MAY, 99 --- LESSON 2-10

3 TBL005 Any Company, Inc. Date: 10/28/95 Store Table Maintenance Time: 10:42:30

Store Number......: 5 Dallas

Active on... G/L: Y (Y/N) G/L Company...: 1 A/P: Y (Y/N) A/P Allocation: Y (Y/N) Alloc. Factor.: 1.00 A/R: N (Y/N) Replenishment: N (Y/N) Replen. Zone..: Data Interchange: Y (Y/N)

Costing Method....: A ? Average Cost

Open Sunday.......: Y (Y/N) Sales Audit Clerk.: CHJ ? CHUCK JOHNSON

Output Queue......:

============================== Any Company, Inc. ============================= F1=Return F2=Position Cursor F7=Accept F3=Replen Zone Search F23=Delete

STEP 3 - SET UP STORES ACTIVE ON DATA INTERCHANGE

ACCESS METHOD

This screen is the third page of Store Table Maintenance. Access this screen by selecting Option8 (Store Table) from the Cost Event File Maintenance Menu (MENEV9). Once selected, youmust enter a valid store number and press ENTER. Then press F7 (Accept) to process thesecond page of Store Table Maintenance (2 TBL005).

This screen may also be accessed through the Database/Master Files area on the CompanyOrganization Menu (MENTB1) by selecting Option 5 (Store). Follow the same steps to get tothe third page.

STEP SUMMARY

Use this screen to indicate whether the Store Data Interchange (SDI) files will be built for thislocation. This permits the exchange of information between the host and this store's point-of-sale system.

KEY FIELDS/CONCEPTS

n Active on Data Interchange - The valid responses have the following system impacts:

Y = The SDI files will be built for this store. This flag does not make the store active onpolling. That function is set up through the Store Level Polling Parameters(POL002) found on the Store Polling Menu (MENPOL).

N = SDI files will not be built for this store. If this field is N, the price and costinformation entered through this module will not be sent to the POS system.


MAY, 99 --- LESSON 2-11

STEP 3 - SET UP STORES ACTIVE ON DATA INTERCHANGE (CONT)


OPTION NOTE - Option 9502 determines if Advanced Logging is active in MMS. TheAdvanced Logging module is responsible for writing change records that are used for theSDI module, Electronic Data Interchange (EDI) module, or another attached system.


MAY, 99 --- LESSON 2-12

2 EVN221 Training Company 4R4 Date: 1/13/96 Cost Event Type Maintenance Time: 8:20:00

Event Type: D Precedence Level: 2

Event Type Description: Vendor Decrease______________________

Default Tag Type: N ? No Tag Required

Default Label Type: 0 ? NO LABEL SPECIFIED

Regular Event: N (Y or N)

Cost Entries Allowed: Y (Y or N)

=========================== Training Company (4R4) ===========================F1=Return F7=Accept F23=Delete

STEP 4 - CREATE A COST TYPE

ACCESS METHOD

Access Cost Event Type Maintenance screen by selecting Option 9 (Cost Type) from the CostEvent File Maintenance Menu (MENEV9).

+ PRICE/COST EVENT TYPE NOTE - Cost event types and price event types arecreated by the same program (EVN221) and stored in the same event type file. The CostEntries Allowed field designates whether the event type being created may be used as acost change event type. This screen may also be accessed from the Price Event FileMaintenance Menu (MENEV1).

STEP SUMMARY

Use this step to define the cost type code and assign its processing parameters. The cost type isentered as the Event Type for a cost change event on the Event Maintenance Header Screen(CST200).

KEY FIELDS/CONCEPTS

n Event Type - The single-digit or letter code assigned to the cost event type.

n Precedence Level - The precedence level assigned to the cost (or price) type. The systemuses the precedence level to determine which cost should be used when multiple cost changesare effective for the same day. Each precedence is assigned a number from '1' to '10' with '1'having the highest priority and '10' the lowest.

+ NOTE - For a new cost type, the precedence level will not be displayed. Theprecedence level must be assigned to the cost type using the next step before it will bedisplayed on this screen.


MAY, 99 --- LESSON 2-13

STEP 4 - CREATE A COST TYPE (CONT)


n Event Type Description - A user-defined description for the cost event type.

n Default Tag Type / Default Label Type These fields indicate the types of tickets andlabels to be created for price change events. The system requires an entry in these fields, butwill not use the data for cost event types.

n Regular Event - Designates whether this event type is going to be the default 'Regular' eventtype. The regular event type is used to designate permanent cost (or price) changes andmust have a precedence of 10.

+ NOTE - Only one event type on file may be designated as the 'Regular' event type. Inorder to change a new event type to 'Regular', the event type originally designated asthe regular event must first be set to 'N'.

n Cost Entries Allowed (Y/N) - This flag designates whether the event type may be used as acost change type in Cost Change Management. If 'N', this event type is eligible for pricechanges only.

n Accept - Press F7 to accept the cost event type.


MAY, 99 --- LESSON 2-14

1 EVN220 Training Company 4R4 Date: 1/13/96 Maintain Cost Event Precedence Time: 8:20:11

Event Event Event Precedence Type(?) Description__________________________ 1 - Highest Z Manager's Special - Store Based 2 - D Vendor Decrease 3 - I Vendor Increase 4 - 5 - 6 - S Store Promotion 7 - A Ad Promotion 8 - 9 - 10 - Lowest R Regular Event

=========================== Training Company (4R4) ===========================F1=Return F7=Accept

STEP 5 - ASSIGN A PRECEDENCE TO THE COST TYPE

ACCESS METHOD

Access this screen by selecting Option 10 (Cost Precedence) from the Cost Event FileMaintenance Menu (MENEV9).

+ NOTE - Both cost event and price event types are assigned to a precedence level by thesame program (EVN220). This screen may also be accessed from the Price Event FileMaintenance Menu (MENEV1).

STEP SUMMARY

Use this step to assign cost event types to one of the ten precedence levels allowed on the system.Precedence numbers are assigned to each cost type to determine which cost is used whenmultiple cost changes are in effect for the same day.

KEY FIELDS/CONCEPTS

n Event Precedence - The ten precedence levels to which the cost or price event types may beassigned. The system will retrieve costs based on these precedence numbers, in order, from1 to 10. Only one event type may be assigned to each precedence level.

+ REGULAR EVENT NOTE - The precedence for a Regular Event will always be 10.n Event Type - The event type to be assigned to each event precedence level. Event types are

created and maintained in Cost Event Type Maintenance or Price Event Type Maintenance(EVN221).


MAY, 99 --- LESSON 2-15

STEP 5 - ASSIGN A PRECEDENCE TO THE COST TYPE (CONT)


n Event Description - The description assigned to each cost event type code on the CostEvent Type Maintenance Screen (EVN221).

n Assigning Cost Types - Enter the cost event type to be assigned to each precedence numberin the space provided and press F7 to accept.


MAY, 99 --- LESSON 2-16

NOTES


MAY, 99 --- LESSON 2-17

HANDS ON EXERCISES

SCENARIO 1 CREATE COST ZONES AND ASSIGN LOCATIONS

In the following exercises you will create a primary and secondary cost zone for the vendor onyour database sheet. Once you have created these cost zones, you will then assign selectedstores from your database sheet to the secondary cost zone.

EXERCISE 1 Create Cost Zones - Beginning at the MASTER menu,select the following menu options:

MENU/OPTIONMASTER/11 (Price and Cost Management)MENEVV/08 (Cost Change Management)MENEV5/01 (Cost Event File Maintenance)MENEV9/02 (Cost Zone)

Create a cost zone for the vendor on your student databasesheet. Designate this cost zone as the primary zone byentering a 'Y' in the Primary field.

Vendor ____________

Primary Cost Zone _____________

Now create another cost zone for the same vendor. Designatethis zone also as the Primary Cost Zone and try to accept.What happens?

____________________________________________

Change the Primary flag to N for this zone and accept.

Cost Zone ______________


MAY, 99 --- LESSON 2-18

HANDS ON EXERCISES (CONT)

EXERCISE 2 Assign Locations to Cost Zone - Access the Cost Zone /Store Table Maintenance screen.

MENEV9/03 (Cost Zone/Store Table)

Assign two of the stores in your student database to the costzone that is not primary.

Store ___________ ___________

To which cost zone will the other stores belong?

____________________________________________

SCENARIO 2 REVIEW/UPDATE STORE DATA INTERCHANGE (SDI) DATA FORSTORES

In this exercise, you will review the SDI setting for each of the stores on your database sheet. Ifnecessary, you will change the setting so that Store Data Interchange files will be built for eachstore.

EXERCISE 3 Make Stores Active on Store Data Interchange (SDI) -Access the Store Table Maintenance screen.

MENEV9/08 (Store Table)

Enter the first store on your database sheet.

What page is displayed first? What must be done to accessthe field for setting up SDI?

____________________________________________

____________________________________________

Set up this store so that SDI files will be created. Repeat foreach of the other stores on your database sheet.

What field did you change?

____________________________________________


MAY, 99 --- LESSON 2-19

HANDS ON EXERCISES (CONT)

SCENARIO 3 REVIEW COST EVENT TYPES AND PRECEDENCE LEVELS

These exercises allow you to review some cost event types and the precedence levels assigned toeach. You will NOT make changes to this data, as it will be used for later exercises.

EXERCISE 4 Review Cost Event Types - Access the Cost Event TypeMaintenance screen.

MENEV9/09 (Cost Type)

Review the event types on file. Write down the event typecode assigned to the Regular Event and Vendor Decrease.

Regular ___________

Vendor Decrease ___________

EXERCISE 5 Review Precedence Levels - Access the Maintain Cost EventPrecedence screen.

MENEV9/10 (Cost Precedence)

Review the precedence number file. Write down theprecedence numbers assigned to the Regular Event andVendor Decrease event types

Regular ___________

Vendor Decrease ___________

Based on this information, if two cost events existed on filefor the same effective date, which event type would beselected? Why?

____________________________________________


MAY, 99 --- LESSON 2-20

NOTES


MAY, 99 --- LESSON 2-21

LESSON REVIEW QUESTIONS

1. Why are cost zones created, and where are they used?

________________________________________________________________

________________________________________________________________

2. For a particular vendor, how many 'Primary' cost zones are allowed on the system?

________________________________________________________________

3. Which locations are assigned to the 'Primary' cost zone for a vendor?

________________________________________________________________

________________________________________________________________

________________________________________________________________

4. What is the implication for managing cost changes if stores are not active on Store DataInterchange?

________________________________________________________________

5. Which event type should always be allowed for cost entries and why?

________________________________________________________________

________________________________________________________________

6. Given that Store 1 is in Cost Zone 1, which cost change is used when the following costchanges exist in the cost plan file for the same effective date?

a) Zone-level change for Cost Zone 1 with precedence of 2b) Store-level change for Store 1 with precedence of 4c) Store-level change for Store 1 with precedence of 8

Justify your answer ________________________________________________

________________________________________________________________


MAY, 99 --- LESSON 2-22

NOTES

PRICE & COST MANAGEMENT --- COST EVENT ENTRY


Table Of Contents

Lesson 3 - Basic Cost Event Entry...............................................................................................3

Cost Maintenance Menu..............................................................................................................6

Step 1 - Assign Cost Event Number.............................................................................................7

Step 2 - Enter Cost Event Header Information..............................................................................8

Step 3 - Enter Item Selection Criteria.........................................................................................10

Step 4 - Select Items..................................................................................................................13

Step 5 - Select Entry Type.........................................................................................................15

Step 6 - Enter Event Costs.........................................................................................................18

Step 7 - Select Comparative Costs..............................................................................................22

Step 8 - Enter Costs Using Comparative Entry Method...............................................................23

Step 9 - Select Event Product Display........................................................................................27

Step 10 - View Event Product Display........................................................................................28

Step 11 - View Line-Item Options..............................................................................................30

Step 12 - Release The Cost Event...............................................................................................32

Hands On Exercises...................................................................................................................34

Lesson Review Questions...........................................................................................................41



LESSON 3 - BASIC COST EVENT ENTRY

COST CHANGE PRINCIPLES

The Cost Change Management module is used to create and track temporary and permanent costchanges for a primary or alternate vendor.

There are several key ideas to keep in mind when creating and maintaining cost events:

n VENDOR'S HOME CURRENCY - The cost amounts for the cost event are alwaysentered in the vendor's currency. This allows the system to take into account any changes inthe currency exchange rate when calculating the 'home' cost of the item and permits paymentof invoices in multiple currencies.

n BUY UNIT OF MEASURE - The cost amounts are always entered and stored for the buyunit of measure. This is especially important to remember during turbo cost entry, becauseturbo entry requires the user to manually enter the cost of each item. Failure to enter costsin the buy unit of measure that exists in the item master record will create erroneous costchanges.

n COST STORED IN INVENTORY FILES - The system stores all costs for Releasedevents in the Cost Plan file (CSTPLN). On the night before the event effective date, End ofDay processing takes the cost events and makes them active by updating the inventory fileswith the new costs. The system stores the new costs in different files, depending on theevent level and the relationship of the vendor to the item (primary or alternate).

Cost Plan (CSTPLN)

Cost of item whenevent is not yet active

END OF DAYPROCESS

Inventory Master(INVMST)

SKUChain-level Event

Primary Vendor Cost

Inventory Style Master(INSMST)

StyleChain-level Event

Primary Vendor Cost

Alternate Vendor(INVVEN)

SKUChain-level Event

Alternate Vendor Cost-Or-

Zone/Store-level Event-Or-

Cost Overrides

Alternate Vendor Style(INSVEN)

StyleChain-level Event

Alternate Vendor Cost-Or-

Zone/Store-level Event-Or-

Cost Overrides



COST CHANGE PRINCIPLES (CONT)

n COST EVENT LEVELS - A cost change may exist at any of the following levels:

q Chain - affects all locations in the companyq Zone - affects only those locations assigned to the selected cost zone(s)q Store - affects only the selected location(s)

Overrides can be created to the event level at a lower level. For instance, if a cost event iscreated at the chain level, lower level zone or store overrides can then be applied makingthe cost at those lower levels different from the chain level cost.

n COST ENTRY METHODS - The system provides users with the choice of two differententry screens.

Method 1 Method 2

Event Level Cost Change Utility Screen(1 CST209)

q Displays selected items in productdescription order

q Default 'open' entry field is the '%Difference' field

Comparative Cost Change Utility Screen(1 CST300)

q Displays selected items in SKU orstyle number order

q The default 'open' entry field is the'New Cost' field

q Current cost assigned to each item isalso displayed

OPTION NOTE - Option 1593 (Cost Event Program to be Called from CST200) controlswhich of these two methods is used. More information on this option appears later in thislesson. This lesson demonstrates cost change entry using both methods.

LIMITATION OF COST CHANGE MANAGEMENT

As noted above, the system stores cost changes for Released events in the Cost Plan file(CSTPLN). The End of Day process updates new costs in the inventory files. While the dataexists in the Cost Plan file, the system is not able to fully utilize the information regarding futurecost changes in all modules.

For example, when creating a purchase order, the system uses the current item cost that is in theinventory files (INVMST, INSMST, INVVEN, or INSVEN). It DOES NOT recognize thatfuture changes may exist in the Cost Plan file. Users can, however, always override the itemcost on a purchase order; therefore, future cost changes can be entered as needed for thepurchase order.



COST CHANGE PRINCIPLES (CONT)

n COST CHANGE PROCESS - In order for cost events to become effective, the followingmust occur:

CREATE COST EVENT

RELEASE COST EVENT

RUN END OF DAYON DAY BEFORE COST

EVENT EFFECTIVE DATE

LESSON SUMMARY

This lesson covers the process used to enter and release a basic cost change event. Cost changeevents contain items which have costs scheduled to be changed on the same effective date and froma specific vendor.

LESSON OUTLINE

STEP 1 - Assign Cost Event NumberSTEP 2 - Enter Cost Event Header InformationSTEP 3 - Enter Item Selection CriteriaSTEP 4 - Select ItemsSTEP 5 - Select Entry TypeSTEP 6 - Enter Event CostsSTEP 7 - Select Comparative CostsSTEP 8 - Enter Costs Using Comparative Entry MethodSTEP 9 - Select Event Product DisplaySTEP 10 -View Event Product DisplaySTEP 11 -View Line-Item OptionsSTEP 12 - Release Cost Event



Menu: MENEV7 Training Company 4R4 Date: 9/22/96DSP141J Cost Maintenance Menu Time: 11:00:45USER

COST MAINTENANCE _____________ 2 Cost Event Entry 3 Cost Event Turbo Entry

COST EVENT PROCESSING ________ 7 Release Cost Events 8 Reopen Cost Events

=========================== Training Company (4R4) ==========================Return = F1 or F3 JDASignoff = F7 Enter Choice: Last Item: SOFTWAREHelp !! = Help Key Fast Path: SERVICES

COST MAINTENANCE MENU

ACCESS METHOD

Access this menu by selecting Option 3 (Cost Event Entry/Update) from the Cost ChangeManagement Menu (MENEV5).

MENU SUMMARY

Use this menu to create, maintain, release, and reopen cost events.

MENU SELECTIONS

n OPTION 2 - COST EVENT ENTRY - Use this option to create and maintain cost events.All cost events must have a header created using this option. Additionally, this optionincludes methods for selecting items and establishing the new costs. You may maintain costevents that are in Open status only (not Released or Active).

n OPTION 3 - COST EVENT TURBO ENTRY - The turbo entry method allows the user toquickly enter a list of items and costs for an event, with edits performed upon completion ofentry. This method is an alternative to selecting items and entering the new costs; however,you must still create the event header in Cost Event Entry (Option 2).

n OPTION 7 - RELEASE COST EVENTS - Use this option to place an Open cost changeevent into Released status. This procedure adds the new costs to the Cost Plan file(CSTPLN). When the effective date of the cost event is reached, End of Day processingupdates the item cost with the new cost in the item and style master files.

n OPTION 8 - REOPEN COST EVENTS - Use this option to reopen Released and Activecost events for maintenance. An event that has been re-opened must be re-released once allchanges have been made.



1 CST200 Training Company 4R4 Date: 9/22/96 Event Maintenance Time: 17:59:26

Enter Event Number: _________

=========================== Training Company (4R4) ==========================F1=Return F3=Event Search Roll keys AvailableF2=New Event Number

STEP 1 - ASSIGN COST EVENT NUMBER

ACCESS METHOD

Access this screen by selecting Option 2 (Cost Event Entry) from the Cost Maintenance Menu(MENEV7).

STEP SUMMARY

Use this step to enter the event number of the event being created.

OPTION 1553 NOTE - Option 1553 in the Options File determines the method for entering newcost and price event numbers in the system. The following methods are available:

n Automatic The system will assign a new event number (in sequential order) when the F2key is pressed.

n Prompt - Allows the user to assign the cost event number. Therefore, the user must enter anumber not currently being used in the file.

OPTION 1556 NOTE - This option contains the last number assigned to a cost or price event.Thus, when the event number assignment method (Option 1553) is set to 'automatic', the systemwill add '1' to the event number stored here to determine the next number to assign to an event.

Both cost and price events use Option 1556 to store the last event number used. Therefore, ifusing the automatic assignment method, there will be no duplicate event numbers between costevents and the price events.



2 CST200 Training Company (4R4) Date: 9/22/96 Event Maintenance Time: 9:38:26

Event Number............ 214

Event Description....... Vendor Increase Event Vendor............ 1008 Torrance Novelty Event Type.............. R ? REGULAR EVENT Event Reason............ 1 ? VENDOR INCREASE Event Level............. C (C=Chain, Z=Zone, S=Store)

Event Starting date ..... 10/01/96 Event Ending date ....... ________

=========================== Training Company (4R4) =========================== F1=Return F3=Cost Event Stores F6=Select Vendor F10=Price Evt Header F5=Cost Event Zones F7=Save & Exit F23=Delete

STEP 2 - ENTER COST EVENT HEADER INFORMATION

ACCESS METHOD

Access this screen by entering the cost event number on the previous page and pressing ENTERor by pressing the F2 key to assign a new cost event number (if Option 1553 is set for automaticcreation).

STEP SUMMARY

Use this step to define the cost event header information. The header identifies the vendor thatwill be associated with this event, the type of cost event being created (regular, promotional,etc.), the reason for the event (vendor increase, vendor decrease, etc.) and the effective date(s)for the event.

You must always create a header for each cost event. Once the header is complete, you maythen continue processing the cost event through the Cost Event Entry sequence or you may exitand process the event using Cost Event Turbo Entry.

KEY FIELDS/CONCEPTS

n Event Description - The user-defined name for this event. This may be any description ofassistance to identify the event.

n Event Vendor - The vendor for whom cost changes will exist. This may be a primary oralternate vendor. The cost records that will be updated when the event becomes effectivevary according to the vendor relationship for the items on the event. For example, for achain-wide cost event, if the event vendor is the primary vendor, then the system will updatethe primary vendor costs stored in INVMST or INSMST. If the event vendor is thealternate vendor, then the system will update the alternate vendor costs stored in INVVENor INSVEN.



STEP 2 - ENTER COST EVENT HEADER INFORMATION (CONT)


n Event Type - Corresponds to the Cost Event Types defined in Cost File Maintenance.Assigning the Event Type will also assign the precedence level for this event.

n Event Reason - The reason for creating the cost event (i.e., vendor decrease, vendorincrease). Event reasons are maintained in General Table Maintenance (field CCCGRS inTBLF01).

n Event Level - Identifies whether this event will be at the chain, zone, or store level. If zoneor store is entered, a second screen will appear to select the appropriate zone(s) or store(s).

n Event Starting Date - The date on which the cost event should begin.

OPTION NOTES - Option 1183 identifies the minimum number of days between thecurrent date and start date of the event. Option 1594 determines if today's cost changesshould go into effect immediately.

n Event Ending Date - The date on which temporary cost changes should end. This field isrequired for any event type other than a Regular Event.

OPTION NOTE - Option 1180 can be used to set the minimum number of days forpromotional events.

n Enter Press ENTER once to confirm the entries made on the screen. Press ENTER oncemore to continue with the Cost Event Entry and proceed to the next step. This will allowyou to access the screen for item selection.

n Save & Exit (F7) - Press F7 to save the header and exit without continuing with the CostEvent Entry Sequence. To use Turbo Entry to select items and enter new costs, use thisfunction key.

n Price Event Header (F10) - Press F10 to create a corresponding price event for this costevent. This function is also available later in the Cost Event Entry Sequence.


MAY, 99 --- LESSON 3-10

1 CST208 Training Company (4R4) Date: 9/22/96 Product Selection for Cost Events Time: 9:39:46

Event Number .....: 214 Vendor Increase Event Type .: R REGULAR EVENT Event Vendor ....: 1008 Torrance Novelty

Vendor Number ....: 1008 Department No. ...: ___ (Blank for All) Sub Department ...: ___ (Blank for All) Product Class ....: ___ (Blank for All) Sub Class ........: ___ (Blank for All)

Cost Points From: __________ _ To: __________

Default Costing Options: Amount Diff: ____________ Percent Diff: __________ New Cost ...: ____________

=========================== Training Company (4R4) =========================== F1=Return F3=Cursor Search F7=Select All F5=Search Menu

STEP 3 - ENTER ITEM SELECTION CRITERIA

ACCESS METHOD

Access this screen by pressing ENTER from the Event Maintenance Screen (2 CST200) once allrequired information has been validated.

STEP SUMMARY

Use this step to identify specific criteria for selecting items to be included in the cost change.You may use this screen in two basic ways:

n Group Selection - An entire group of items can be placed on the event by following thesesteps:

1) Enter the criteria for selection. The vendor field is required. Levels of productclassification and/or a specific cost range may also be included.

2) If desired, you may enter default costing options. Default costing options allow you toeasily specify a cost change for any of the selected items.

3) Press F7 to select all the items that meet the criteria entered.

The group selection method is good to use if you have large groups of items that you cangroup easily into particular categories or if the cost changes are relatively consistent amongthe items on the event.


MAY, 99 --- LESSON 3-11

STEP 3 - ENTER ITEM SELECTION CRITERIA (CONT)

STEP SUMMARY (CONT)

n Specific Item Selection - Specific items may be selected within a group by following thesesteps:

1) Enter the criteria for selection. The vendor field is required. Levels of productclassification and/or a specific cost range may also be included.

2) Press ENTER to view the Product Selection screen, which displays a list of itemswithin the specified criteria.

3) Select all items to be included on the cost event with an 'X' and press F7.

This lesson demonstrates how to select specific items for a cost event, not selection bygroup.

+ ALTERNATE VENDOR NOTE - Alternate vendor records will be created for anyselected item that does not belong to the vendor assigned to the event on the Event(Header) Maintenance screen. These records will be created when End of Dayprocessing makes the event effective.

KEY FIELDS/CONCEPTS

n Vendor Number - Enter the vendor that provides the items to be included on the event.

n Department/Sub Department/Product Class/Sub Class If desired, enter any level ofproduct classification to further narrow the items selected for the specified vendor.

Example:

Vendor 1234 has notified you that due toincreased operating costs, they arepermanentlyincreasing the cost of all of their products by5%.

The system will calculate the new costs foreach item.

If needed, you can make additional changesfor specific items on the next screen in CostEvent Entry Sequence.

Event Maintenance Screen (Header)

Create Chain-Level, Regular CostEvent for Vendor 1234

Product Selection Screen (CST208)

Enter Vendor Number and 5%Difference in Default Costing Option

Press F7 to Select All Products forThis Vendor

Proceed with Cost Entry Sequence ifDesired, or Accept Event


MAY, 99 --- LESSON 3-12

1 CST208 Training Company (4R4) Date: 9/22/96 Product Selection for Cost Events Time: 9:39:46

Event Number .....: 214 Vendor Increase Event Type .: R REGULAR EVENT Event Vendor ....: 1008 Torrance Novelty

Vendor Number ....: 1008 Department No. ...: ___ (Blank for All) Sub Department ...: ___ (Blank for All) Product Class ....: ___ (Blank for All) Sub Class ........: ___ (Blank for All)

Cost Points From: __________ _ To: __________

Default Costing Options: Amount Diff: ____________ Percent Diff: __________ New Cost ...: ____________

=========================== Training Company (4R4) =========================== F1=Return F3=Cursor Search F7=Select All F5=Search Menu

STEP 3 - ENTER ITEM SELECTION CRITERIA (CONT)


n Cost Points - If desired, enter a cost range to select only those items with current costswithin the specified range.

n Default Costing Options - In addition, this screen may also be used to enter a defaultcosting option by specifying an amount difference, a percentage difference, or a new cost.Based on the default costing options specified, the system will automatically calculate thenew costs for the items selected within this group. This new cost amount may be changed onone of the cost entry screens later in the Cost Event Entry sequence.

n Select All (F7) - If you wish to select all items that meet the specified criteria, press F7.

n Enter - Press ENTER if you wish to view the Product Selection screen. The ProductSelection screen displays all items that meet the specified criteria and allows selection ofindividual items on a line-by-line basis.


MAY, 99 --- LESSON 3-13

2 CST208 Training Company (4R4) Date: 9/22/96 Product Selection for Cost Events Time: 9:42:22 Event: 214 Vendor Increase Dept: Sub-Dept: Type: R REGULAR EVENT Class: Sub-Class: Subset Vendor : 1008 Cost Point From: .000 To: .000 Event Vendor : 1008 Torrance Novelty Currency: USD U.S. Dollars Primary Vendor X Product Description Vendor Product Class U/M Cost X Cactus Pencil Case 1008 860 861 862 867 C24 90.000 X Hello Kitten Eraser Set/12 1008 860 861 862 868 C24 65.000 X Hello Kitten Color Pencils/24 1008 860 861 862 869 C24 95.000 X Children's Desk Set 1008 860 861 862 872 EA 10.000 X Hello Kitten Ink Pad Set 1008 860 861 862 875 C12 45.000 Copy Paper/Case/20 # 1008 860 862 863 880 C10 12.000

=========================== Training Company (4R4) =========================== F1=Return F5=Toggle Product F7=Accept F9=Accept All 'X'= Select F18=Product No. F22=Toggle Options

STEP 4 - SELECT ITEMS

ACCESS METHOD

Access this screen by entering the vendor and, if desired, other specific criteria for item selectionon the previous screen and pressing ENTER.

STEP SUMMARY

Use this step to select the individual items to be included on the cost event. Each item on filewhich fits the criteria entered on the previous screen will be displayed. Items will displayregardless of whether the vendor is considered a primary or alternate vendor for the item.

+ SCREEN SORT NOTE - All SKU products are displayed first, followed by styleproducts. Within the both SKU and style, the products are sorted by their primary vendor.Within vendor, the products are sorted by product classification and then alphabetically byproduct description.

KEY FIELDS/CONCEPTS

n Selection Information - The top portion of the screen displays summary information aboutthe event and the selection criteria used to retrieve the items listed.

n Toggle Product (F5) - Press F5 to toggle the description displayed for each item betweenthe following:

q Normal or derived descriptionq SKU/style number and short descriptionq Vendor part number and short description


MAY, 99 --- LESSON 3-14

2 CST208 Training Company (4R4) Date: 9/22/96 Product Selection for Cost Events Time: 9:42:22 Event: 214 Vendor Increase Dept: Sub-Dept: Type: R REGULAR EVENT Class: Sub-Class: Subset Vendor : 1008 Cost Point From: .000 To: .000 Event Vendor : 1008 Torrance Novelty Currency: USD U.S. Dollars Primary Vendor X Product Description Vendor Product Class U/M Cost X Cactus Pencil Case 1008 860 861 862 867 C24 90.000 X Hello Kitten Eraser Set/12 1008 860 861 862 868 C24 65.000 X Hello Kitten Color Pencils/24 1008 860 861 862 869 C24 95.000 X Children's Desk Set 1008 860 861 862 872 EA 10.000 X Hello Kitten Ink Pad Set 1008 860 861 862 875 C12 45.000 Copy Paper/Case/20 # 1008 860 862 863 880 C10 12.000

=========================== Training Company (4R4) =========================== F1=Return F5=Toggle Product F7=Accept F9=Accept All 'X'= Select F18=Product No. F22=Toggle Options

STEP 4 - SELECT ITEMS (CONT)


n Display Product Numbers (F18) - Press F18 to display a window showing the SKUnumber or style name assigned to each item on the screen.

n Toggle Line-Item Options (F22) - Press F22 to display the Line Item Options Menu. Anyitem may be selected with one of the following options for inquiry:

1 Cost Forward Displays any Released cost events for this item2 Open Event Displays any Open cost events for this item

n Select Item(s) - Place an 'X' next to each item desired and press F7 to accept.

n Accept All (F9) - Select all items within the designated group by pressing F9.


MAY, 99 --- LESSON 3-15


Event Number ........... Select Entry Type Event Description ...... Event Vendor ........... 1. Event Costs Event Type ............. 2. Zone Level Costs Event Reason ........... 3. Store Level Costs Event Level ............ 4. Event Product Display 5. Product Subset Event Starting date.... 6. Comparative Costs Event Ending date ...... Enter option : 1

F1=Return

=========================== Training Company (4R4) ===========================F1=Return F3=Cost Event Stores F6=Select Vendor F10=Price Evt Header F5=Cost Event Zones F7=Save & Exit F23=Delete

STEP 5 - SELECT ENTRY TYPE

ACCESS METHOD

Access this window by pressing ENTER from the Event Maintenance Screen (2 CST200) onceall header information for the cost event has been entered (including zone and store selections forzone and store events) and items have been selected for the new event.

OPTION NOTE - The setting of Option 1593 determines the default screen to be displayedwhen the ENTER key is pressed from the Event Maintenance Screen (2 CST200). Thefollowing entries are valid:

n CST204 - Defaults to the Cost Event Product Display Screenn CST209 - Defaults to the Event Level Cost Change Utility Screenn CST300 - Defaults to the Comparative Cost Utility Screenn BLANK - Defaults to the Cost Event Entry Menu

STEP SUMMARY

Use this window to directly access the various cost event entry screens. This permits users toquickly access the maintenance screen desired without progressing through all other screens inthe Cost Entry Sequence.

KEY FIELDS/CONCEPTS

n 1 - Event Costs - This selection displays the Event Level Cost Change Utility Screen (1CST209). Use this screen to enter event-level costs for the items on the cost event. Theactual event level depends on the level specified on the Cost Event Header Screen.


MAY, 99 --- LESSON 3-16


Event Number ........... Select Entry Type Event Description ...... Event Vendor ........... 1. Event Costs Event Type ............. 2. Zone Level Costs Event Reason ........... 3. Store Level Costs Event Level ............ 4. Event Product Display 5. Product Subset Event Starting date.... 6. Comparative Costs Event Ending date ...... Enter option : 1

F1=Return

=========================== Training Company (4R4) ===========================F1=Return F3=Cost Event Stores F6=Select Vendor F10=Price Evt Header F5=Cost Event Zones F7=Save & Exit F23=Delete

STEP 5 - SELECT ENTRY TYPE (CONT)


n 2 - Zone Level Costs - This selection displays the Product Zone/Store Select Window. Thewindow will list each of the cost zones for the event vendor. One or more zones must thenbe selected from this window in order to access the Event Level Cost Change Utility Screen(1 CST209).

n 3 - Store Level Costs - This selection displays the Product Zone/Store Select Window. Thewindow will list each store in the company. One or more stores must then be selected fromthis window in order to access the Event Level Cost Change Utility Screen (1 CST209).

n 4 - Event Product Display - This selection displays the Cost Event Product Display Screen(1 CST204). This screen displays summary information on cost changes made for all itemson the cost event.

n 5 - Product Subset - This selection displays the Subset Selected Items Screen (1 CST236).Here, a subset of items may be selected from all items selected for the cost event. You canuse subsets to manage some cost changes more easily. For example,

q All items for Vendor 2500 are selected for the event.q Department 400 has a 10% increase in cost.q Department 500 has a 12% increase in cost.q Each department may be selected as a subset to perform a mass cost change for all

items with the same cost change requirements.


MAY, 99 --- LESSON 3-17

STEP 5 - SELECT ENTRY TYPE (CONT)


n 6 - Comparative Costs - This selection displays the Comparative Cost Change UtilityScreen (1 CST300). This screen is used to enter event-level costs for items on the event.The style/SKU number and base cost assigned to each item are also included on the display.

n The following chart illustrates the effects of the event level entered on the header andsubsequent entries for event, zone, and store level:

OPTION ENTRYEvent Levelon Header Effect of Cost Entry on Screen (1 CST209)

(C) (Z) (S)1 Event Costs C Costs entered will be chain level costs

Z Costs entered will be zone level costsS Costs entered will be store level costs

2 Zone Level Costs C Costs entered will be zone level overrides tothe chain level cost changes

Z Costs entered will apply only at the selectedzones.

S Option not allowed3 Store Level Costs C Costs entered will be store level overrides to

the chain level cost changesZ Costs entered will be store level overrides to

the zone level cost changesS Costs entered will apply only at the selected

stores


MAY, 99 --- LESSON 3-18

1 CST209 Training Company (4R4) Date: 9/22/96 Cost Change Utility Time: 9:45:33 Event: 214 Vendor Increase Subset Vendor: Type .: R REGULAR EVENT Dept: Sub-Dept: Vendor: 1008 Torrance Novelty Class: Sub-Class: Currency: USD U.S. Dollars Cost Point From: .000 To: .000 Chain % BuySel Product Description Diff Amount Diff U/M New Cost Cactus Pencil Case __ _ Hello Kitten Eraser Set/12 __ _ Hello Kitten Color Pencils/24 __ _ Children's Desk Set __ _ Hello Kitten Ink Pad Set __ _

=========================== Training Company (4R4) =========================== F1=Return F2=Select F4=Toggle Highlight F5=Toggle Select F7=Accept F8=Display Current F9=DUP Highlight F10=Price Evt Hdr F17=Subset F18=Product Number F22=Toggle Options DUP Key Active

STEP 6 - ENTER EVENT COSTS

ACCESS METHOD

This screen is accessed in different ways, depending on the setting of Option 1593 (Cost EventProgram to be Called).

n If the Option is blank, access this screen by selecting Option 1 (Event Costs) from theEntry Type Window.

n If the Option is set to CST204, access this screen by pressing F6 (Cost Entry) from theCost Event Product Display Screen (1 CST204) and selecting Event Costs, Zone LevelCosts, or Store Level Costs.

n If the Option is set to CST209, access this screen by using any of the following methods:

ITEMS NOT YET SELECTED - Before items have been selected for the cost event, accessthis screen in one of the following methods:

q By pressing F7 (Select All) from the Product Selection for Cost Events Screen (1CST208).

q By selecting items and pressing F7 (Accept) or F9 (Accept All) from the ProductSelection for Cost Events Screen (2 CST208).

ITEMS ALREADY SELECTED - Once items have been selected for the cost event, accessthis screen by pressing ENTER on the Event Maintenance Screen (2 CST200).

n If the Option is set to CST300, access to this screen is not permitted.


MAY, 99 --- LESSON 3-19

STEP 6 - ENTER EVENT COSTS (CONT)

STEP SUMMARY

This step is used to enter new costs for the items on the cost event. The level at which the costswill be effective is displayed above the Selection Column (Sel) on the left side of the screen.

Documents

Pricing Retail