The Summary screen in the Prices workspace is the main work area in Reference Data Center for managing prices. From the workspace you can review and edit gold copy and vendor data, add new gold copy prices, and override and release exceptions.
When you first select the Prices summary view, there are a number of possible views that can be selected. The first elections are Date Type, Sources, and the View Data By designation.
Date Type. Defaults to Effective Date. This is the effective date of the records that will be viewed. The other option is Process Date. This is the date the record was updated last.
Source. Defaults to All Sources. This will return all sources with data for the view the user has elected and their business group has access to.
View Data By. Defaults to Vendor Prices. This is the summary view of vendor price records. Additional views are Vendor Exceptions, Gold Copy Prices, and Gold Copy Exceptions.
To View Price Summary Data
In the Reference Desk workspace, click Prices.
You see the Prices workspace.Complete the options in the Summary bar.
Click Update Data.
The query results display.
The fields displayed in the query results are controlled by System Settings 1036 (Client: Fields to display on pricing summary screen) for Gold Copy views and 1038 (Client: Fields to display on pricing summary screen (view by vendor)) for Vendor views. A set of default fields are predefined for each setting and may not removed. Any fields from the SECURITYDBO schema can be added to the default fields in this setting.
Add label
Add Comment