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- From the File menu, select Open. The Select Location of Ini File dialog will be displayed.
- Select the location of the .ini file.
- Click the Open button. The Sales Pricing Integration Welcome screen will be displayed.
- Click Sage Timberline / BuilderMT WMS.
- Click the Next button. The Data Source Names dialog will be displayed.
- Enter the required settings.
- Click the Next button. The Framework Variation Price Book step will be displayed.
- From the Context drop-down list, select the required context.
- From the Variation Price Book Version list, select the required VPB.
- If updating a particular section, from the Select Section(s) to Update drop-down select the required section.
- Tick the Include Sub Sections? tickbox if including the sub-sections of a VPB section.
- Click the Next button. The Sales Pricing Integration Options step will be displayed.
- Select the desired integration method.
- Click the Next button. The Review Sales Pricing (Review Sales Pricing tab) step will be displayed.
- The VPB and new price data will be loaded for review.
Tip: Click the Save Session button to save your current changes. - Click the Filter Options tab, if required.
Note: The Filter Options tab allows users to filter the contents of the Review Sales Pricing tab.
- Click the Legend tab, if required.
- Click the Next button. The Process step will be displayed.
- Click the Next button. The Email step will be displayed.
OR
Click the Save the integration session for later review followed by the Next button.
- Enter the email details.
- Click the Next button. The integration will be performed and the Integration Log file will be displayed at the conclusion.
- Review the contents of the Integration Log file.
- Click the Finish button.
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The Review Sales Pricing tab contains a variety of formulas for each table cell. The following legend describes each formula.
Colour Coding
The Review Sales Pricing tab is colour coded. The following legend details each colour code.
