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