Edit scenario

Scenarios enable you to effectively review, analyze, and update data, working separately from your active data until you're ready to publish.

Prerequisites

You must have the Admin, Pricing Manager, or Pricing Analyst role.

You must be the member who created the scenario.

You must be familiar with frameworks and how they work.

Edit scenario

To edit a scenario:

In the left navigation panel, select Pricing to view the Manage page.
To the right of the Active Pricing tab, select a scenario.
For the best editing experience, switch to the framework view.

While editing a scenario, you can:

For details on viewing scenarios, read View scenario.

A solid blue dot highlights adjustment groups, scopes, or adjustments with unpublished updates in your scenario. Unpublished updates include created, edited, or deleted adjustments and price overrides. The Publish button displays the total number of unpublished updates.

Import cost or price records

To set up active pricing, your organization’s pricing model in Zilliant, you must have a published framework, core data, and cost or price records imported into the system.

If your organization hasn’t imported cost or price records yet, perform the following steps:

Select the cost or price table in the scenario.
Select Import Costs or Import Prices.
Follow Steps 2–7 in Add data.

Create an adjustment

An adjustment takes a base value from the previous framework element, and adds another layer to your pricing based on a selected attribute.

For example,
Say your organization’s active pricing has an adjustment group that marks up prices by product category, and no adjustments. If you run n cost records through active pricing, the system will output n prices that are equally marked up.
However, your organization now wants to adjust pricing by region, setting higher prices where the local cost of living is higher (and lower where it’s lower). You thus add an adjustment that discounts prices by ten regions. The system then outputs n x 10 prices.

Tip
If you want to segment your pricing based on multiple attributes, consider configuring a scope.

You can create an adjustment through the following methods:

Create an adjustment manually

Select an adjustment group in the scenario.
Select a scope in the adjustment group.
Select .
Enter or select values for each field. If you enter words in a dropdown field, it displays close matches as dropdown options.
Select . This causes the system to check if the new adjustment’s effective dates conflict with those of the existing adjustment. If they do:
- Select Update for Me to allow the system to auto-correct effective dates, or
- Select I’ll change them myself to edit the effective dates manually. Enter a different end date for the existing adjustment and select .

Create an adjustment based on an existing adjustment

Select an adjustment group in the scenario.
Select a scope in the adjustment group.
Go to an adjustment and select .
Select New Adjustment. This creates an adjustment under the existing adjustment with some pre-populated fields.
Enter or select values for each field. If you enter words in a dropdown field, it displays close matches as dropdown options.
Select . This causes the system to check if the new adjustment’s effective dates conflict with those of the existing adjustment’s. If they do:
1. Select Update for Me to allow the system to auto-correct effective dates, or
2. Select I’ll change them myself to edit the effective dates manually. Enter a different end date for the existing adjustment and select .

Import multiple adjustments

Select an adjustment group in the scenario.
Select .
Follow Steps 2-7 in Add data.

Edit an adjustment

Select an adjustment group in the scenario.
Select a scope in the adjustment group.
Go to an adjustment and select .
Enter or select values in editable fields.
Select to save, or to cancel. If you select , this causes the system to check if the adjustment’s effective dates conflict with those of another adjustment’s. If they do:
1. Select Update for Me to allow the system to auto-correct effective dates, or
2. Select I’ll change them myself to edit the effective dates manually. Enter a different end date for the other adjustment and select .

Delete an unpublished adjustment

Select an adjustment group in the scenario.
Select a scope in the adjustment group.
Select .
Select Delete Adjustment.

Override a price

You can override a price in the framework. If you override prices, their effective dates must not conflict with each other or create a gap where no price is in effect. For more details, read View active prices.

To create a price override

Select a calculation table.
Select Options.
Select New Price Override.
Enter or select values for each field.
Select . This causes the system to check for any conflicts between the effective dates of the new price and existing prices. If they do:
1. Select Update for Me to allow the system to auto-correct effective dates, or
2. Select I’ll change them myself to edit the effective dates manually. Enter a different end date for the existing adjustment and select .

To delete a price override

When you delete a price override, the price reverts to its original value. To delete a price override:

Select a calculation table.
Select Options.
Select Delete Price Override > Delete. This causes the system to check if deleting the price override causes a gap in the price’s effective dates. If it does, select Update for Me to allow the system to autocorrect effective dates, or select I’ll change them myself to edit the effective dates manually.

Delete scenario

When you delete a scenario, the application also deletes all potential pricing changes you made in it. This action cannot be undone.

To the right of the Active Pricing tab, go to the scenario’s tab and select .
Select Delete Scenario. This causes the system to confirm you want to delete the scenario.
Select Delete Scenario.