RPM 2025 R5.0905 New Features and Enhancements
The RPM 2025 R5.0905 release introduces a set of usability enhancements designed to make everyday tasks smoother and more intuitive. This update focuses on refining the user experience with small but impactful improvements that streamline navigation, simplify workflows, and increase overall efficiency.
These enhancements build on RPM’s existing functionality to help you work with greater ease and confidence. Below is an overview of the key highlights in this release.
New Actions Menu in Test Scenarios
We’ve streamlined the Test Scenarios single record page by consolidating key functions under a new Actions button. Instead of multiple separate buttons, you’ll now find these options in a single drop-down:
- Execute – Run the Test Scenario.
- Set Expected to Returned – Automatically align expected values with returned results.
- Price Preview – Quickly view detailed pricing breakdowns for the scenario.
This update makes the interface cleaner and provides a more organized way to access commonly used Test Scenario actions.
Debugger
To make it easier to understand how a price is determined in a Test Scenario, a new Debugger tab has been added. The Debugger displays each step of the pricing process in a tree view, with icons and status indicators to show whether a step succeeded, failed, or was skipped.
Clicking on a node in the tree reveals detailed information about that step, including key values and optional advanced inputs for troubleshooting.
Because the Debugger performs intensive calculations, it only runs when you open a Test Scenario and select Actions → Execute. Once executed, the Debugger tab becomes available for review. This feature is especially useful for diagnosing unexpected pricing results and gaining a clearer understanding of how RPM evaluates scenarios.
New Filter Option: Use Or Operator
A new Use OR Operator field has been added to Filters. By default, this field is not enabled, so each Filter Line must evaluate as true, functioning as an AND filter. When enabled, only one of the Filter Lines needs to pass, providing greater flexibility when defining filter conditions.
New Actions Menu in Filters
The Filters single record page now includes a consolidated Actions button. This drop-down organizes related functions into one place for quicker access and a cleaner interface. From the Actions menu, you can now:
- Customers in Filter – View the customers associated with the filter.
- Items in Filter – View the items included in the filter.
This change makes it easier to navigate and manage filter details without leaving the page.
Expanded Filter Line Details in Filter List View
You can now view Filter Line details directly from the Filters list view. Simply expand a row to quickly see the lines associated with each Filter, making it faster to understand and manage your filter configurations without drilling into each record.
Visual Update to Sort Indicator
The column sort indicator has been updated from blue to orange, making it easier to see at a glance which columns are currently sorted. This improvement enhances visibility and usability, especially when working with large datasets.
Location Name
Location Name is no longer required to be unique. This change brings it in line with other entities that use Name fields, such as Items, Customers, and GL Accounts, where duplicate names are already supported.
Base UofM Change Prompt
A new Base UofM conflict prompt now alerts you if another Base UofM is already selected and asks if you want to change it. This allows you to make the update immediately, without having to unmark the existing Base UofM first. The improvement prevents conflicts and ensures a more accurate and efficient UofM setup.
RPM 2025 R4.0808 New Features and Enhancements
The RPM 2025 R4.0808 release introduces a complete UI redesign along with powerful new enhancements to improve clarity, efficiency, and ease of use. This update delivers a more streamlined, intuitive experience to help you work smarter and faster. Below is an overview of the key highlights in this release.
Modernized Login with Entra ID Integration
RPM now supports Microsoft Entra ID (formerly Azure Active Directory) to deliver a modern, secure login experience. This update strengthens authentication with enterprise-level identity management and lays the groundwork for future enhancements like multi-factor authentication.
Administrators can add new users using standard email credentials and assign company access directly in RPM. First-time users are prompted to reset their password upon initial login, and all future authentication is handled seamlessly in the background. These enhancements simplify user management and elevate overall system security.
Revamped Look & Enhanced Functionality
Rockton Pricing Management (RPM) has been completely redesigned with a modern interface and upgraded functionality. This transformation delivers a cleaner, more intuitive experience, making it easier than ever to navigate, configure, and manage your pricing.
The update introduces a refreshed visual design, streamlined workflows, and improved performance throughout the application. Whether you’re configuring pricing Schedules, running Test Scenarios, or reviewing Diagnostics, you’ll notice faster load times, more consistent layouts, and smarter, user-friendly features.
Entity Name Changes Under Pricing Menu
To make RPM simpler and more intuitive, several key entities have been renamed. These updated names provide clarity, consistency, and a cleaner user experience by removing redundant “Pricing” prefixes:
•Calculations (formerly Pricing Calculations)
•Number Sources (formerly Pricing Conditions)
•Filters (formerly Pricing Filters)
•Schedules (formerly Pricing Schedules)
•Price Lines (formerly Price Sheet Details)
•Test Scenarios (formerly Pricing Test Scenarios)
•Diagnostics (formerly View Diagnostics)
These new names appear throughout the interface and documentation, making it easier for users to quickly understand each feature’s purpose without extra wording.
New Menu Options
To make RPM more intuitive and help you get to the right tools faster, several new top-level menus have been added. These updates streamline navigation and group related functionality in a way that’s easier to use:
•Favorites: Star (mark) your most-used menu options so they appear in a dedicated Favorites menu for quick access.
•Testing: A new Testing menu consolidates tools related to pricing validation and includes Test Scenarios.
•Pricing: A new Pricing menu has been introduced, bringing together pricing-related setup options such as: Filter Lists and GL Recoders
•Reporting: The new Reporting menu organizes reporting-related entities in one place, including: Reports, Catalogs and Catalog Sheets
These new menus reduce clicks, improve organization, and make it easier to navigate directly to the tools you use most for analysis, configuration, and testing.
Hyperlinks in List Views
In every List View across RPM, hyperlink fields are now fully interactive. Clicking a hyperlink opens the related record in a new browser tab, so you can view or edit details without leaving your current page. This enhancement makes multitasking and cross-referencing faster, smoother, and more efficient.
Enhanced Favorites for Faster Navigation
The Favorites feature in RPM Core has been upgraded to make accessing your most-used windows faster and more intuitive:
•New Star Icon: A star icon now appears next to major list windows. Click the star to add a window to your Favorites, and click again to remove it.
•Quick Access: Favorited windows appear under the Favorites menu, giving you one-click access to commonly used areas.
•Organized Layout: Favorites are automatically sorted alphabetically by entity name for easy scanning.
•Capacity Limit: You can favorite approximately 15–18 windows (up to 200 characters total in a comma-separated list). If you exceed this limit, you’ll receive an error message.
These improvements help streamline navigation so you can get to your work faster.
Settings Enhancements
The Settings page has been redesigned for a cleaner, more intuitive experience and now includes several new options that simplify navigation and support advanced GL processing:
•Company Color: Assign a unique color to the top navigation bar for each company. This visual cue makes it easy to see which company you’re working in, especially helpful when switching between environments.
•GL Account Separator: Define the character (e.g., dash “-” or period “.”) used to separate GL Account segments. This supports the new GL Recoder functionality by allowing RPM to correctly identify and remap specific segments during pricing calculations.
•Improved User Setup: User creation now aligns with the new Entra ID authentication model. Admins can quickly set up users with their email credentials, assign company access, and let RPM handle first-time password resets and validation automatically, streamlining onboarding while increasing security.
•Return Search Schedules: A Return Search Schedules option has been added to the Settings window in RPM. By default, RPM does not return Schedules that are either marked as the Master Schedule or use Dynamic Search logic during a pricing call. This was done intentionally to streamline results. When Return Search Schedules is enabled, RPM will now include and log Schedules that use Dynamic Search, even if they are designated as Master Schedules. This provides greater visibility into how pricing is determined when these types of Schedules are involved.
These updates make RPM easier to navigate, visually clearer, and better integrated with your ERP structure.
Enhanced List View Customization
List (Grid) Views across RPM are now more flexible, giving users greater control over how they view and interact with data. You can personalize your workspace by reordering and resizing columns, applying filters, sorting data, and choosing which columns to display.
Your customizations are automatically saved for your user account, so your preferred layout is preserved every time you return, no need to redo your setup. These enhancements make it easier to analyze and manage large datasets with a layout that works best for you.
Enhanced Filtering
Filtering in RPM has been completely redesigned for clarity, flexibility, and ease of use, replacing the previous Pricing Conditions functionality.
Key improvements include:
•Filter Values are now called Filter Lines for consistency.
•Filter Value Collections have been replaced with Filter List Values.
•Filter Lists provide a reusable way to organize and manage sets of filter values.
•Filter List Values are now built directly into the Filters entity for simpler configuration and access.
These changes create a more intuitive filtering experience and lay the foundation for future enhancements.
Number Sources
Number Sources introduce a unified, dynamic way to retrieve numeric values across RPM, replacing older, standalone methods in Schedules, Calculations, and Pricing Conditions. This enhancement streamlines setup, improves flexibility, and increases reusability by letting you pull numeric values from multiple sources, such as Price Books, Attributes, Data Maps, Historical Sales, and Document Lines, instead of manually defining them in each entity.
With Number Sources, you can easily configure, prioritize, and manage multiple value sources, giving you greater control and precision in pricing. Built-in auto-creation and cleanup features reduce manual setup and ongoing maintenance, while advanced features like BOGO logic, Min/Max settings, and Dynamic Search ranking enable more sophisticated pricing strategies.
Because Schedules, Filters, and Calculations now fully leverage Number Sources, you can even create dynamic conditions (e.g., “only apply this Schedule if a value exceeds a certain threshold”), delivering highly responsive, accurate, and business-driven pricing strategies.
By consolidating numeric value retrieval into a single, flexible framework, Number Sources provide a more intuitive, scalable, and powerful pricing experience throughout RPM.
Number Sources on Schedules
The Schedules entity in RPM has been significantly enhanced with expanded support for Number Sources, giving pricing teams more control over where numeric values come from and how they are applied. This flexibility makes it easier to build precise, dynamic pricing strategies.
Schedules now support multiple Number Source Types, including:
•Fixed Amount – Enter a specific numeric value directly on the Schedule.
•Item List Price / Item Cost – Pull pricing or cost details from the Item record.
•Price Books – Use values defined in an existing Price Book.
•Schedule – Reference a numeric value from another Schedule.
•Attributes – Source values from Customer, Item, or Document Attributes.
•Historical Sales – Use past sales data to support predictive or analytical pricing.
•Document Lines – Base pricing on data from the current, previous, or all document lines.
•Dynamic Search – Retrieve values in real time using flexible search criteria.
These options let you define exactly how values are sourced, reducing manual setup while making complex pricing logic easier to manage.
In addition, Filters and Calculations now fully support Number Sources, enabling dynamic, condition-based logic—such as comparing a Schedule amount to a threshold or tailoring a price based on historical patterns or document context.
Number Sources on Filters
The Filters framework in RPM has been significantly upgraded with direct support for Number Sources, allowing filters to evaluate dynamic numeric conditions as part of pricing logic. For example, a filter can now determine whether a Price Schedule exceeds a specific threshold (e.g., $600) and automatically trigger the appropriate actions. This advancement makes filters far more flexible and powerful, enabling precise, condition-driven pricing strategies.
Previously, RPM included both Filters and Conditions within calculations, which caused redundancy and confusion. Since Conditions essentially duplicated the functionality of Filters, the Condition entity has been retired. All functionality has been streamlined into Filters, simplifying the configuration process and making it more intuitive.
Filters now also support stacking and referencing, allowing you to reuse existing filters to create more complex logic without duplication. For example:
•Start with a complex filter containing multiple criteria.
•Build on it by referencing that filter in a new one and adding additional criteria, such as a date range.
This approach significantly reduces duplication, simplifies maintenance, and makes it easier to update pricing strategies as requirements evolve.
To support these enhancements, new Filter options have been introduced:
•Number Source (with operands): Evaluate a Number Source against defined thresholds or conditions.
•Another Price Filter: Reference and include existing Filters within new Filters.
To ensure stability, RPM also now detects and prevents circular references, avoiding infinite loops when Filters reference each other.
Enhancements to Calculations
Calculations in RPM have been significantly improved with three key updates:
•Integration with Number Sources – Calculations now fully support the new Number Sources framework, replacing the old “Use Value from Entity” approach. This allows dynamic retrieval of numeric values from sources such as Price Books, Attributes, Historical Sales, or Data Maps. When a Data Map is used, overrides like GL Account assignments and Calculation Names are applied automatically, ensuring consistency and accuracy.
•New Negate Option – A new Negate option simplifies discount management. Enter positive discount values, and RPM automatically applies them as negative amounts during pricing execution. For example, with Negate enabled, a value of 5 will be treated as -5, eliminating manual conversions and improving data consistency. (Negative values can still be entered directly if preferred.)
•New Calculation Type: Reset to Starting Price of Schedule
This new calculation type allows temporary modifications to the unit price, such as for commissions or bonuses, and then resets it back to the original Schedule price after those calculations are complete. This is especially useful in complex pricing strategies where intermediate adjustments should not affect the final unit price.
Together, these enhancements make Calculations more flexible, precise, and easier to configure for complex pricing strategies.
GL Recoder
A powerful new feature, GL Recoder, has been added to RPM’s pricing engine. GL Recoders let you dynamically modify one or more segments of a GL Account during pricing calculations based on attributes like Customer, Item, or other Scenario Data.
Key capabilities include:
•Segment Remapping: Use Data Maps to return values that replace specific GL Account segments.
•Segment Targeting: Define which segment to update (e.g., Division, Department) using segment numbers.
•Custom Separators: Specify your GL Account separator (default “-”) to split account strings into segments.
•Fallback Accounts: Provide a fallback GL Account if no match is found, ensuring reliable results.
•Ranked Matching: Ranked Data Map Values and “Blank Matches Any” logic give you fine-grained control.
This functionality enhances how debit and credit accounts are assigned, automatically adapting GL entries to match the custom logic you define.
Data Maps Enhanced
Data Maps in RPM have been significantly upgraded, replacing the older Attribute Maps functionality with a more powerful and flexible way to drive pricing logic.
You can now define mappings based on combinations of values, such as Customer, Item, Unit of Measure, Currency, Location, and Date, and return a Number, Number Source, or even a GL Account Segment. This allows you to direct RPM to the correct result immediately, without needing to evaluate multiple filters, improving both accuracy and performance.
Key enhancements include:
•Data Map Overrides: When a Calculation uses a Number Source tied to a Data Map, the Data Map can optionally override the Calculation Name and Debit/Credit GL Accounts,reducing extra configuration.
•Wildcard Matching: Blank Data Map Values now act as wildcards. If a field such as Customer or Location is left blank in a Data Map Value (DMV), it will match any value in that field for the pricing scenario. Example: A DMV that specifies a Customer but leaves Location blank will match for any Location associated with that Customer.
These enhancements make Data Maps a more scalable, efficient, and intuitive way to configure attribute-based pricing logic, especially for complex scenarios like adjusting Schedules based on who’s buying and when.
Pricing Tree View
RPM now includes a Pricing Tree View, giving you a structured, visual way to understand how pricing is built and applied.
With this new view, you can:
•See how Schedules, Price Sheets, Number Sources, and Calculations connect and flow together.
•Expand or collapse branches to explore each layer of your pricing structure.
•Quickly trace how pricing flows from top-level Schedules down to the final calculated price.
This feature improves visibility into even the most complex pricing setups, making it easier to troubleshoot, optimize, and explain your pricing logic.
Location Code added to Locations
To make Locations easier to manage, RPM now includes a new Code field in the Locations entity. This Code provides a concise, unique identifier for each Location and serves as its primary key, while the Name field can now be used for a more descriptive or detailed label.
Dynamic ERP ID Field Label on Schedules
To improve clarity, the ERP ID field label on Schedules now updates dynamically based on the ERP selected in Settings. This makes it clear which ERP-specific value the field corresponds to. For example:
•Acumatica: ERP ID displays as ERP ID (Acumatica Customer Price Class)
•Business Central: ERP ID displays as ERP ID (BC Customer Price Group)
•Dynamics CRM: ERP ID displays as ERP ID (Dynamics CRM ERP ID)
•Dynamics GP: ERP ID displays as ERP ID (GP Price Level)
This enhancement reduces confusion and helps ensure accurate data entry when managing Schedules in environments connected to different ERPs.
Calculations Display on Diagnostic Details
RPM Diagnostics now features a detailed, consolidated grid that summarizes all Calculations performed during price execution, whether tracked or not.
This enhancement provides a clear, comprehensive log of every calculation, making it easier to review, verify, and troubleshoot complex pricing logic. It also supports advanced scenarios, such as backward calculations for margin analysis or multi-pass evaluations based on Unit Price.
Toggle Monospace in Diagnostics
The Diagnostics window now includes a Toggle Monospace button at the bottom of the output panel. This option lets you switch between regular and monospace (fixed-width) fonts.
Using monospace formatting aligns text and numeric data in neat columns, making it much easier to read, review, and analyze detailed calculation outputs or diagnostic results.
Document Attributes Cache at Header or Line Level
The Document Attributes entity now includes options to specify whether an attribute should be used at the Header or Line level during pricing. By marking Use on Header or Use on Line as Yes, RPM can cache this data more effectively during Test Scenario processing, improving overall performance and efficiency.
Expanded Item Details in Item List View
The Items list view now lets you quickly see which Item Attributes and Item Currencies are assigned to each item, without leaving the page. Simply expand a row in the Items list to view the associated attributes and currencies in a read-only format.
Expanded Customer Details in Customers List View
The Customers list view now lets you quickly see which Customer Attributes are assigned to each customer. Simply expand a row in the Customers list to display the associated attributes in a read-only format, no need to navigate away from the list.
RPM 2025 R1 New Features and Enhancements
The RPM 2025 R1 release delivers a collection of new enhancements and features designed to streamline your processes, improve functionality, and elevate your overall experience. This release focuses on delivering powerful tools and updates that empower your team to work smarter and more efficiently. Below, you’ll find an overview of the key highlights included in this release:
Price Preview
The Pricing Test Scenarios single screen page now includes a button that enhances visibility and control over pricing data. This tool provides valuable insights for evaluating pricing outcomes and adjustments in different scenarios.
Related Records: Expanded Entity Type Support
The Related Records entity has been enhanced to include additional entity types, providing greater functionality and flexibility. The newly added entity types are: Catalogs, Catalog Sheets, Catalog Lines, Sync Maps, Sync Sets, Sync Readers, and Sync Writers.
Price Sheets: Enhanced Deletion Warning
A new warning has been added to the Price Sheet Single Page to provide additional clarity when deleting a Price Sheet. If the Price Sheet is linked to a Price Schedule, a detailed warning will appear to inform you of this connection. To proceed with the deletion, you must confirm the action by clicking Yes on the additional prompt.
Editable Price Amount in Quantity Breaks
The ability to edit the Price Amount for a Quantity Break has been added, allowing you to easily update Quantity Breaks as needed for your Price Sheet. Note that the Quantity From field remains locked and cannot be modified. To specify a new or different value for the Quantity From field, you will need to create a new Quantity Break line with the desired information.
System Jobs: Is Active Checkbox
A new Is Active checkbox has been added to the System Jobs page, providing more control over job processing. System Jobs will only process if the Is Active checkbox is marked. If the checkbox is unmarked, the job cannot be processed. However, for System Jobs with a job type of Data Sync, you can still run them on demand, even if they are not marked as active. This enhancement ensures greater flexibility and precision in managing System Jobs.
Pricing Tree Refresh
A Refresh button has been added to the Pricing Tree page, allowing you to quickly update the page and view any changes made since it was last opened. This ensures you always have the most up-to-date information at your fingertips.
Price Schedule Children Enhancements
The lookup for Price Schedule Children now automatically excludes the parent Price Schedule and any existing siblings from the selection list. Additionally, if the Price Source Method of a Price Schedule is changed from ‘Find Dynamically’ to another option, all associated child Price Schedules are automatically removed.
New Description Field Added to Key Pricing Entities
A Description field has been added to the following entities: Price Calculations, Price Schedules, Pricing Conditions, Price Book, Price Sheet, Pricing Test Scenarios, and System Jobs. This field allows for more detailed and specific definitions of these records.
Delete Lock Feature for Price Books, Price Schedules and Catalogs
A Delete Lock checkbox has been added to Price Books, Price Schedules, and Catalogs. When selected, the record cannot be deleted until the checkbox is unchecked. Additionally, for Price Books and Catalogs, marking the Delete Lock also prevents the deletion of their linked sheets.
Update to Sync Connectors: Masked Client Secret Field
The Client Secret field is now masked on Sync Connectors when the Auth Type is set to Azure Entra. Since Azure does not allow retrieval of the Client Secret after its initial creation, viewing this entry again is not necessary.
Validate Option for Select Imports
A Validate option has been added to imports for Price Sheet Details, Catalog Lines, Price Sheets, and Pricing Test Scenarios. When initiating an import, you are now prompted with the option to run a validation routine before importing records. This process generates a log in System Jobs highlighting potential errors, such as missing placeholders or Unit of Measure (UofM) entries, ensuring smoother and more accurate imports.
Diagnostic Details: Price Schedule Aborted Addition
The Diagnostic Detail information now provides clarity when a Price Schedule using a Price Calculation set to ‘Use Value from Entity’ fails. If the ‘Abort Price Schedule if Value Not Found’ option is enabled, the Diagnostic Detail will indicate that the Price Schedule was attempted but aborted because the Price Calculation could not retrieve a value. This update ensures the log explicitly records that the Price Schedule was aborted due to the inability to populate the Price Calculation with a value from the specified entity.
Price Calculation: Custom SQL Text
A new SQL Script Text tab has been added to the RPM interface, allowing users to view custom SQL calculation scripts directly within a Price Calculation. While any user can view the SQL Script Text, editing is restricted to Rockton employees for security and integrity purposes.
In addition to this enhancement, the Custom SQL Calculation has been moved to its own custom table. This change provides the following benefits:
- The ability to manage and edit SQL scripts directly from the Price Calculation entity in RPM.
- Support for multiple Customer SQL Calculations, where previously only one was allowed.
This feature offers greater flexibility and improved functionality for managing complex pricing scenarios.
RPM 2024 R4 New Features and Enhancements
The 2024 R4 release of RPM brings a plethora of advanced features and significant improvements to our web application, elevating our data synchronization and pricing functionalities to new heights. Here’s a brief rundown of the major enhancements included in this release:
Data Sync Enhancements
The Data Sync framework within RPM has undergone significant enhancements and a comprehensive redesign to improve efficiency, flexibility, and reliability. This update introduces new features like Sync Map Preview, Sync Sets, and Sync Connectors, all designed to streamline data synchronization between various systems. The revamped process now allows for more precise control, faster data processing, and enhanced troubleshooting capabilities, ensuring that your data is always up-to-date and accurately reflected across platforms.
Advanced Preview Capabilities
- Sync Map Preview: A new preview feature on the Create/Update Sync Maps page enables users to view mapped columns in a read-only format, simplifying the review and confirmation of mappings.
- Sync Reader and Sync Writer Previews: These features allow users to quickly verify the data structures of their Sync Reader and Sync Writer, ensuring accuracy before syncing.
Pricing Tree
Introducing the Pricing Tree, which offers a hierarchical view of your Price Schedules, including both Dynamic and Static schedules, alongside Price Calculations and Price Schedule Children. This provides a transparent overview of your pricing strategy.
Global Data Sync Option
A new global option in System Jobs has been introduced, facilitating comprehensive synchronization across all entities to maintain consistency and accuracy of data.
Sync Connectors:
Sync Connectors have been created to support multiple data sources and destinations with various authentication types such as No Auth, Basic Auth, and SQL Connection, enhancing connectivity and security.
Innovative Sync Sets
Introducing Sync Sets to pair Sync Connectors for targeted integrations, effectively improving the management of data flows between different systems.
Sync Queue Enhancements
- Reset and Process Now Options: New functionalities have been added to the Sync Queues, allowing users to either reset a queue record back to Pending or initiate the sync process immediately with the “Run Now” option.
- New Sync Queue Logs Page: Accessible via a link in the System Jobs Log, this page now displays the record count processed during data syncs.
Catalog Lines Actions button
A new Actions button has been added to the Catalog Lines area, facilitating the easy addition of Items or Customers to a Catalog Sheet using specified filters.
Diagnostics and Reporting Tools
- Price Sheet Detail ID in Diagnostic Details: Enhances troubleshooting capabilities with a new line item for better diagnostics.
- Redesigned Reports Functionality: A significant overhaul in the Reports feature, including a new “JSON Result Set” tab and an updated “Results” tab, both designed to improve usability and efficiency in data handling and presentation.
RPM 2024 R3 New Features and Enhancements
The 2024 R3 update for RPM introduces a suite of powerful and exciting new features and enhancements to the web application, significantly enhancing our pricing capabilities. Below is a quick overview of these latest enhancements:
Data Sync
The new Data Sync feature seamlessly integrates data from your ERP system into RPM, ensuring efficient and synchronized data transfer with minimal latency. Several new entities have been added under the ‘Tools’ section to facilitate this process. These include Sync Queues, Sync Maps, Sync Readers, Sync Writers, and System Jobs, all designed to work together to streamline your data synchronization needs.
System Jobs
System Jobs is a game-changing new feature that’s set to revolutionize your workflow in RPM! Designed to automate and schedule a variety of specific tasks, System Jobs can be configured to run automatically at the times or intervals you choose. Whether you need to manage recurring events, execute one-time tasks on demand, or ensure critical functions like pricing test scenarios, data syncs or diagnostics purging are carried out flawlessly – System Jobs has you covered. Check out this new feature and watch as it boosts the efficiency and effectiveness of RPM, all while cutting down on manual intervention.
Reports
Enhance your data analysis with the new Reports feature added to RPM. Utilize SQL scripts to precisely extract the data you need from your database. The scripts can be quickly executed, and RPM then delivers the results, which can be directly exported to Excel. In Excel you have the flexibility to further manipulate and refine the data into detailed reports.
Price Schedule Children
A fresh new feature enhances the ‘Find Dynamically’ Price Source option. When the ‘Find Dynamically’ Price Source option is selected on a Price Schedule, the Price Schedule Children section becomes available. Here, users can designate Price Schedules and ranks to those Price Schedules. When this Price Schedule is called, it will iterate through the children, and only the children, dynamically by rank. RPM then utilizes these ranks along with the preference chosen in the Settings page under the ‘For Price Schedules with the Same Rank’ section.
Import Performance Improvements
We understand our clients’ need for efficiently handling large data volumes. To address this, we’ve significantly enhanced the performance of our import functions, particularly for Catalogs, Catalog Sheets, Customers, Items, Price Sheets U of M Schedules and more. Now, you’ll experience faster imports accompanied by progress bars on the larger imports, ensuring a smoother more efficient data management process.
RPM 2024 R1 New Features
The 2024 R1 update for RPM provides a variety of new enhancements to the web applications, taking pricing to a whole new level. Here’s a quick overview of these new enhancements.
Start With Zero Pricing
We’ve enhanced the Price Schedules with a new feature called “Start With Zero” in the Price Source Options. This feature gives your Price Schedules the ability to start with a price of $0.00, then builds the price solely on the assigned Price Calculations. This empowers you with a truly customizable approach to pricing.
Reset Price To
Price Calculations just got a powerful boost! We’ve added the new “Reset Price To” as a Price Mode option. This allows you to reset or replace a price during the calculation process. This new functionality is helpful when doing special sale pricing, such as selling a second item for just $0.01 when you buy the first one.
Enhanced Import and Export Features
Exporting and importing records is a game-change for businesses, and we’ve amped up that experience! Our enhanced export feature gives users the power to specify the type of data to export. Plus, we’ve fine-tuned the readability of our data column headers, making the whole process smoother and more user-friendly.
Improved Customer and Item Search
We’ve cranked up the search game to make finding your Items and Customers a breeze! You can now search by typing either the Customer Name or Number, or the Item Name or Number. This search upgrade covers six screens: Catalog Lines, Catalog Sheets, Historical Sales, Pricing Filter Values, Price Sheet Details, and Pricing Test Scenarios.
RPM 2023 R4 New Features
RPM’s R4 update for 2023 provides a variety of enhancements, offering significant improvements and new features to the web application. Here’s a brief overview of each of these enhancements.
Pricing Conditions
The Pricing Conditions entity enables users to create specific pricing conditions by leveraging historical sales data and prior document line details. This provides for more advanced and flexible pricing strategies. You can create more enticing pricing offers and encourage bulk pricing.
Here are a couple of examples of how this feature can be used.
- Purchase a leather sofa and get a 50% discount on a 65” TV.
- Spend $5,000 on t shirts and receive a 15% discount for the remainder of the year.
Attribute Mappings
The new Attribute Mappings entity is a powerful feature that enables you to set up mappings for specific Customer, Item, or Document Attributes. These mappings allow you to associate a numerical value with a particular attribute. For example, if your pricing is based on various customer tiers, each with unique cost-plus markups, rather than creating five separate Price Calculations and Pricing Filters, you can streamline the process by using one Attribute Mapping linked to one Price Calculation.
Track Price Adjustments without GL Accounts
Previously, to see a Price Adjustment within Acumatica, you needed to mark the Track Adjustments and enter GL Accounts. Now, you can view the Price Adjustments in Acumatica without the requirement of entering GL Accounts on the Price Calculation. This makes it easier to see the adjustments that make up the unit price.
Find Dynamically Price Source Option
A new Price Source Option has been added within Price Schedules. While current functionality enables you to base the current Price Schedule from another assigned Price Schedule, this new option allows RPM to dynamically find the appropriate Price Schedule. This a great option when you have a Price Schedule for your base prices, but other Price Schedules using various filters and additional Price Calculations.
Cataloging
RPM now offers Catalogs. These Catalogs provide a user friendly way for organizing and storing calculated prices, making it easier to report on your pricing. You can easily share catalogs with individual customers for their specific pricing.
Simplified Quantity Breaks
Although using Quantity Breaks was already easy, we’ve further simplified the process. Now, you simply need to input the from starting quantity and its corresponding price.
Improved Pricing Scenarios
We’ve made significant improvements to Pricing Scenarios to make them more user-friendly and informative.
- Name Change: The name has been updated to Pricing Test Scenarios to help provide a clearer understanding of their purpose.
- Expected Price Schedule: This new field allows you to specify an expected Price Schedule for comparison with the actual Price Schedule returned.
- Mismatch column: The addition of a Mismatch column enhances the identification of discrepancies between the Last Unit Price and Expected Unit Price, as well as the Last Price Schedule and Expected Price Schedule.
- Execute Pricing Test Scenarios Based on Groups: You now have the option to execute Pricing Test Scenarios based on groups, streamlining the process of running multiple scenarios simultaneously.
- Execute Pricing Test Scenarios based on Multiple Lines: This feature is useful when working with Pricing Conditions. It allows you to execute Pricing Test Scenarios for multiple lines associated with the conditions. For example, you can test scenarios like “purchase an office desk and get 50% off of an office chair” and analyze the pricing for both items at the same time.
Furthermore, we’ve incorporated performance enhancements into Pricing Scenarios, enabling you to quickly process multiple Pricing Scenarios at the same time.
Related Records
The Related Records entity provides information regarding records that share associations or relationships with one another. This makes the process of deleting records easier by ensuring you can clearly identify other records that may require modification or removal to enable the successful deletion of a specific record.
Improved Diagnostic Logging
The Diagnostic Log provides insight into the steps taken by RPM to determine the final price. With the addition of the Diagnostic Logging Level option in Settings, you have the flexibility to choose the level of detail you prefer to see in the log, ranging from None to Advanced.
Purge Diagnostics
With the latest build of RPM, you can clear out your older Diagnostic Logs. Simply specify the number of days to retain the logs, and the system will automatically remove the rest.
Looking for helpful information about RPM? Check out the Knowledge Base articles located on our website: RPM KB’s