How do I check the highest purchase prices for a specific period? (System Administrator)

Overview

Via the material cockpit, metasfresh offers the possibility to determine, among other data, the highest purchase price for a defined period in the past, based on the current day. In order to use this feature, you need administrator permissions to activate the system configurations required to calculate and display the requested data accordingly. These system configurations are the following:

• de.metas.ui.web.material.cockpit.rowfactory.HighPriceProvider.isActive
  • By enabling this configuration, a column called “Highest PP” (PP=Purchase Price) is added to the material cockpit list view.
• de.metas.ui.web.material.cockpit.field.HighestPurchasePrice_AtDate.LastDays
  • Via this configuration, you can set the timespan, i.e. the number of past days, that is used to determine the last highest purchase price based on the current day.
• de.metas.ui.web.material.cockpit.field.HighestPurchasePrice_AtDate.CurrencyCode
  • Via this configuration, you can define the currency in which the highest purchase price shall be displayed, taking into account the conversion rate in case of different currencies.

For this feature to perform reliably and efficiently, the data is cached and automatically refreshed incrementally each night, meaning that only products and dates are updated. The cached data contains the highest price of each product on each day in the specified currency. You can also manually update the cache or rebuild it entirely, e.g., after adjusting the currency rate.

Steps

Enable System Configurations

1. Log in to metasfresh with the user role “System Administrator”.
2. Open “System Configuration” from the menu.
3. Use the filter and search for the system configuration by Name (see overview above).
4. Open the system configuration entry.

   Note: Make sure the entry you want to enable (see next step) is activated.

5. In the field Search Key, enter the following values depending on the system configuration entry:
   • to enable a system configuration, enter Y and hit ↵ Enter to apply. To disable it, enter N.
   • to set the number of days for determining the last highest purchase price, enter a number (e.g. 7) and hit ↵ Enter to apply.
6. metasfresh saves the progress automatically.

Manually Update or Rebuild Cache

1. Open “Material Cockpit” from the menu.
2. Start the action “Update purchase order highest price cache”. An overlay window opens up.
3. You have two options:
   a) Tick the checkbox Rebuild if you want to delete the existing cache and recreate it based on the most current data (e.g., in case of changed currency rates).
   b) If you only want to update products and dates based on the existing currency data, deactivate the checkbox.

   Note: The cache is automatically updated each night without rebuilding (option b) for daily accurate data.

4. Click “Start” to update/rebuild the cache and close the overlay window.