On this page 9 steps
GET READY
Before you start
- Skill pack
- Productivity Skills
- Trident product
- Automation (Act)
- What this does
- Changes supported records after review and approval
- Trident Automation (Act), with the relevant Productivity Skills access when available.
- Permission to update the selected supported fields and a material selection.
- The working file produced for this workflow; preserve its record identifiers.
IN YOUR AI CONVERSATION
Start with this request
Using Trident, prepare a Material Re-cost / Re-price review for [material selection]. Export the supported fields, then help me validate and preview my edited file. Do not apply changes until I approve the validated proposal.
Adapt the example to your own records and outcome. The guide does not run the request.
FOLLOW THE WORKFLOW
One step at a time.
Read what happens, what you provide and the result to look for. Use the step reference when you need help.
- 01
REPRICE-01
Select materials and fields
Choose the materials and the supported cost or price fields you intend to change.
Your part
Confirm the selection and permitted fields.
Look for this result
A defined update scope.
Need help at this step?
Do not assume every field in the Material Master is supported by this workflow.
- 02
REPRICE-02
Generate working file
Obtain the working Excel or CSV file showing identifiers and current values.
Your part
Download the complete file and retain an original copy.
Look for this result
You have the correct starting file.
Need help at this step?
Stop before editing if the export is incomplete or does not match your selected records.
- 03
REPRICE-03
Edit values outside Trident
Change only the values identified as editable in the supplied working file.
Your part
Edit and save while preserving record identifiers and structure.
Look for this result
An edited file that expresses the intended changes.
Need help at this step?
Use the file’s approved editable columns. Do not guess field names or change identifiers to target another record.
- 04
REPRICE-04
Upload and parse changes
Provide the edited file in your AI workflow, not through this guide page.
Your part
Attach the file and ask Trident to review it.
Look for this result
The proposed rows can be read and checked.
Need help at this step?
Resolve reported file-format or row problems before proceeding.
- 05
REPRICE-05
Validate materials and values
Review record matches, values and rejected rows.
Your part
Correct or exclude rejected rows explicitly.
Look for this result
A validated proposal with unresolved rows identified.
Need help at this step?
Ask for a reason beside each rejection and confirm whether excluded rows remain outside the proposal.
- 06
REPRICE-06
Preview proposed changes
Compare the proposed before-and-after values with your edited file.
Your part
Review every intended change and the warnings.
Look for this result
The preview matches your intention.
Need help at this step?
Stop if the preview differs from the intended file values; request a corrected preview before approval.
- 07
REPRICE-07
Approve updates
Choose whether to apply the validated proposal.
Your part
Approve the specific change set or cancel.
Look for this result
An explicit decision for the displayed changes.
Need help at this step?
No approval means the proposed changes should not be applied.
- 08
REPRICE-08
Apply updates
Review the reported result for the approved material changes.
Your part
Do not repeat the request while the outcome is uncertain.
Look for this result
Applied and failed items are reported separately.
Need help at this step?
Check the reported status before retrying a failed or interrupted update. Do not assume a batch completed in full.
- 09
REPRICE-09
Verify and report
Compare the resulting saved values with the approved proposal.
Your part
Review successful, failed and unresolved rows.
Look for this result
A results report tied to the selected materials and values.
Need help at this step?
Include the REPRICE step and relevant row reference with a redacted description when asking for help.
WHEN YOU FINISH
The expected result
A verified results report identifying which approved values changed, which rows did not complete and which items need review.
KEEP THE NEXT QUESTION FOCUSED
Where to go next.
← Back to Skills & TrainingSK-101 · Guide/draft Skill version 0.1 · Reviewed 2026-11-04. Confirm the installed Skill version when reporting an execution problem.