Desktop

• Chrome

• Firefox

• MS Edge

• Chrome

• Firefox

• MS Edge

• Chrome

• MS Edge

Mobile

• iPad + Safari

• iPhone + Safari

• Android + Chrome

• iPhone + Salesforce app

• iPad + Salesforce app

• iPad + Safari + Salesforce (in browser, no Lightning)

A modern computer with at least 8 GB RAM (more memory is necessary for multiple browser tabs opened simultaneously).
Reasonable network bandwidth (at least 8 Mbps) and latency (50 - 200 ms).

Only the latest version of each of the above listed browsers is supported. We strongly recommend using the 64-bit browser version.

• MS Office 2013 or higher on Windows
  Versions down to MS Office 2007 are expected to work as well but Pricefx does not fix issues related solely to these older versions.

• .NET Framework 4.5 or higher (due to increased security requirements)

Possibility to set the minimum number of days in the first week of the year to align calendar week numbering with Outlook and ISO 8601 standards. The new option ‘Minimal days in the first week’ is available in Configuration > Analytics General Settings.

PFUN-12330

Charts: Support for showing aggregated/grouped elements in the Data tab when you groups elements in the chart as well as after saving and loading the chart with grouped elements, it shows columns in Data tab in the same way as in chart. It’s also supported when exporting to Excel.

PFUN-18053

Action buttons are displayed on the Source and Target tabs of Data Loads.

PFUN-18213

Advanced tables are supported in Rollups.

PFUN-18361

All the action buttons in Datamart Viewer that allow data manipulation in Datamarts / Data Sources have been removed.

PFUN-22410

A new option, Distribution Key, has been added to the Function Type field in the Data Source/Datamart details. A tooltip has been incorporated for the Function Type field, linking to the relevant documentation page. An icon labeled Distributed will now be displayed in the Data Sources/Datamarts list for items with a Distribution Key.

PFUN-24528

A warning has been added stating that after performing a Mass Edit in Datamart or Data Load, you should run a default Publish Data Load to ensure the edited data is accessible in your queries.

PFUN-24674

A filter has been added for the Target and Source of the Data Loads. You can now use the Advanced Filter on the Target and Source tabs to filter data.

PFUN-25681

Box Plot: We have updated the method for counting values in the data tab and tooltips (labels starting with #). Previously, the count included all field values, even those where the field value or the expression was null. Now, we ignore field values that contain null values in the count.

PFUN-25889

Documentation on how to use the Expression Editor has been added.

PFUN-25940

The Data Tab in charts dynamically updates to reflect the data currently displayed in the chart, providing user with detailed and accurate insights.

PFUN-25994

The support for the extended data of the Box Plot chart has been added. When creating a watcher from the Box Plot chart, you can also select the extended data as a measure for the Detection Rules definition.

PFUN-26193

Save and Refresh buttons have been added to the Analytics General Setting Configuration menu.

PFUN-26877

Possibility to set both soft and hard limits on the number of columns in Datamart, Data Source and Data Feeds.

PFUN-26892

Save and Refresh buttons have been added to the ‘Analytics to Price Setting Mapping Configuration’ menu.

PFUN-26901

The new Analytics General Settings option ‘First day of the week’ sets the first day of the week for Calendar in the Analytics module. The default value is ‘Sunday’ which represents no change to the current application's behavior.

PFUN-27157

The feature flag showPortletAlerts has been removed and portlet alerts are displayed by default.

PFUN-14345

You can now define alerts using the Groovy API methods and display them on the Dashboard portlet.

PFUN-14708

Clicking the Explore button will provide a summary description of the specific Portlet in the Dashboard in the conversation window.

PFUN-25803

Clicking the Explore button will provide a summary description of the specific Dashboard in Pricefx Copilot panel. The Explore button is available on the Customer and Sales Insight Dashboards.

PFUN-25805, 26849

The My Dashboard Actions system portlet has been added. It displays all pending actions assigned to the user based on a specific Dashboard.

PFUN-26093

Groovy API: addPortletInfo, addPortletWarning, and addPortletError methods that add inline info, warning, or error message to the current portlet. For more information see Groovy API documentation.

PFUN-26652

A new option for context linking parameter targetPageAction=NEW_REVISION is available which creates a new revision of a CLIC object.

PFUN-19273

Recalculation cannot be triggered on documents that are currently being calculated. Applies to Quotes, Rebate Agreements, Agreements & Promotions, Compensation Plans, Rebate Records and Compensation Records.

PFUN-25573

Possibility to set icons for dynamic tabs in the document.

PFUN-26318

Creation workflow logic can be associated with a header type.

PFUN-26540

Possibility to associate a creation workflow with a header type. This feature also allows you to enable document creation workflow only for documents based on a header type where a creation workflow logic is set if you leave the creation workflow option disabled in Configuration.

PFUN-26541

There is now no limit on the number of folders in the Items tab tables.

PFUN-26542

With the two new options for dynamic tab configuration showOutputAfterRecalculation and expandSiderAfterRecalculation you can change the default behavior after document recalculation. If these options are set to false, the Calculations tab is not automatically displayed and the Details & Settings panel is not expanded.

PFUN-27472

The auto-approval feature in the Calculation Grid has been configured to depend on a specified field. The Calculation Grid will be automatically approved if the result of the selected element is not empty or zero. If no element is selected, the Calculation Grid will not be automatically approved.

PFUN-21685

Action buttons in Price Lists and Live Price Grids can be hidden via a JSON definition in Price Setting Types.

PFUN-25497

The new user role View CG has been added to allow users to view Calculation Grids.

PFUN-25649

Added user roles (Manage LPG Types, Manage PL Types) to create and manage the Price Setting Types.

PFUN-25667

You can retrieve a list of LPGs that contain the product used in the analysis with the Pricefx Copilot. You can either manually prompt the Pricefx Copilot to search for this specific product across all LPGs or use the product name from the previous conversation.

PFUN-27405

You can now edit the label of a Model Object on the detail page. Before, you could rename a Model only on the list page.

PFUN-22751

Module Category, Model Class, Watchers: Inline editing of Model Classes is disabled for non-admins.

PFUN-22897

Improved model.output accessibility in Studio, allowing retrieval of outputs even if the subsequent job-trigger or calculation of the sequence fails.

PFUN-25020

Possibility to hide buttons on Claim list and detail pages via the JSON configuration in Claim Types.

PFUN-25064

After renaming a Product/Customer/Seller Extension table a dialog appears to inform the user about the consequences (the data remain in the DB with the old table name and the table with the new name will be empty).

PFUN-23143

Attribute extensions can be added to Product, Customer and Seller Extension tables.

PFUN-23903

The default name for the sku column in Products is ProductID without spaces. When reseting the column name, ProductID is restored as the label of the column. The same behaviour apply to CustomerID, SellerID and AttributeXX column names.

PFUN-26534

For Company Parameters, Products, Customers and Sellers, label and label translation are always editable in the Rename and Customize dialog. For Product, Customer and Seller Extensions, label and label translation are only editable if the decouple option is enabled in General Configuration.

PFUN-26536

Reusable Snippets are now available in the Strategy Designer, enabling users to create, edit, and reuse specific blocks across Strategies.

PFUN-25588

Draft Data Lookups can now be used in Strategies.

PFUN-26249

Groovy API: The new methods setMinLength and setMaxLength are available for TextUserEntry and StringUserEntry - they allow you to control the minimum and maximum allowed length of user’s input.

PFUN-11501, 11504

Groovy API createDateRangeUserEntry method: A limitation on the string format that can be provided as arguments for setFrom(), setTo() methods - now only ‘YYYY-MM-DD’ format is accepted.

PFUN-12266

New Groovy Query API is available in all logics to query the data from Pricefx. It supports JOIN of data from two or more tables to utilize the performance of the database engine. See the Query API documentation for details.

PFUN-18210

New Configurator Groovy API methods allow you to track and retrieve default and previous input values and values that have been changed by calculation logic. The methods for default value tracking are: setDefaultValueTracking(), isDefaultValueTracked(), getDefaultValue(). The methods for previous value tracking are: setPreviousValueTracking(), isPreviousValueTracked, getPreviousValue(). The methods for tracking values changed by logic are: setValueChangeTracking(), isValueChangeTrackingEnable(), setTrackedValue(), getLastValueChangedByLogic().

PFUN-21897

We have added information about loaded and failed rows for the REST API datamart.loaddata endpoint.

PFUN-21940

Support for "lightweight" LPG partial recalculations (incl. dirty run).

PFUN-23439

Possibility to use translation keys instead of labels, hints, help texts and text values of outputs in calculation logics. These translation keys will be replaced with values as defined in Configuration > Internationalization.

PFUN-23837

Groovy API: It is possible to define which groups will be expanded in the first load of Result Matrix. The withGroupByDataExpanded method sets whether grouped data will be expanded (true) or collapsed (false) globally for the whole matrix, the withExpandedGroups method then allows you to specify selected groups that will be expanded. The withShowGroupByControls method displays or hides the grouping controls.

PFUN-25194

Input Matrix: ‘Date’ and ‘DateTime’ are supported as columnTypes in the setColumns method.

PFUN-25453

Groovy api.httpCall() supports DELETE and PATCH methods.

PFUN-25689

Groovy API: The new method api.localize("translation_key") allows you to mark strings (typically user input labels) as translation keys that are then translated according to the definition in the Internationalization section.

PFUN-26143

The new event CONDITION_RECORD_CREATION_FINISHED has been added into the Event Log.

PFUN-26829

Groovy API: Possibility to define userGroupEdit permissions for Input Builder user inputs. It can be set for one group or multiple groups in one Groovy API call. For users without permission, the inputs are rendered as read-only. This is valid also for inputs marked as “alwaysEditable“.

PFUN-26894

Integration with Enable: Simplified context linking by extending AppPages with AppPages.ENABLE_PAGE.

PFUN-27101

The REST API now includes a feature that allows users to perform batch updates on condition records by providing the full key of the records. This functionality enables updates to non-key fields and non-validity period fields, including attributes and integration status fields.

PFUN-27324

Input Matrix: A new column in read-only input matrixes indicates if a row is selected.

PFUN-18496

The ResultMatrix functionality has been enhanced to allow the use of the withFormatting method for displaying icons in the cells. Users can now utilize the entire Unicode set to define their icons while presenting data.

PFUN-18612

Jobs & Tasks: Unified design of tables (columns and functionality) for Admin Jobs and Tasks, Data Change Request Detail Job Tracking, Model Object Job Tracking, Price Optimizer Job Tracking, Price Grid Detail Job Tracking, Rebate Record Calculation Job Tracking and Data Manager Data Load Schedule Job Tracking.

PFUN-22556

The option “Disable automatic relogin of Web UI” in Configuration > General Settings is enabled by default in new partitions for improved security.

PFUN-24054

Analytics charts and Watchers: In the aggregation filter, the INDEX, PERUNIT_INDEX and CUMULATIVE SUM measures are supported.

PFUN-24288

Configurators: Value suggestions appear when setting up an advanced filter in the Configurator table.

PFUN-24704

Improved the copy-to-clipboard functionality (accessible via the "Copy All Items to Clipboard" button), providing a more user-friendly experience when clipboard access is unavailable in the browser.

PFUN-24905

In the Home Page configuration, available portlets are listed in a table and you can hide them or make visible by the click of a button.

PFUN-25382

Appearance: Custom color for the header background and color style for the header text and icons can be selected in Configuration.

PFUN-25515

After Pricefx upgrade, users had to clear the browser cache to be able to log in successfully to the app. As a fix, the backend now sends invalidated CHIPS and normal JWT and CSRF cookies during the logout. It prevents the login error that occurred after CHIPS was introduced.

PFUN-25535

You can edit Interceptor's code directly from Pricefx as the new code editor has been added.

PFUN-25690

The PB_PRICELISTPRICEGRID_TYPE role has been removed. Users the with the PB_PRICELISTPRICEGRID_TYPE role should be migrated to the new separated roles PB_PRICELISTTYPE_MANAGER and PB_PRICEGRIDTYPE_MANAGER.

PFUN-25763

Main Menu: The "Open in a new tab" icon has been removed form items that are always opened in a new tab.

PFUN-25794

In an Analytics chart or a Watcher, when a new Series is added, then all other existing Series are collapsed.

PFUN-26104

With the Pricefx Copilot, you can update the Live Price Grid. The Manual Override feature is utilized for updating values.

PFUN-26635

There are now 100 attributes available in Condition Record Sets.

PFUN-26828

Adding support for extended data of box plot into Watcher rules definition, for Bar and TimeSeries chart.

PFUN-27060

Actionable Insights: A typo in the placeholder has been corrected to dashboardTypedId. The previous placeholder dashboardTypeddId remains functional to ensure backward compatibility.

PFUN-27083

Terms of Use that are available in the application for all end-users have been updated with a section about "Artificial Intelligence" which covers Pricefx Copilot.

PFUN-27635

Inputs in the Mass Action dialog in Live Price Grid can be set via context linking.

PFUN-27912

Partition admin: NPE when you try to reload Config and the PA DB Hosts field is not filled in.

PFUN-13074

Histogram: All the data is exported to XLS even though a filter is applied in the Count column in the Data tab.

PFUN-14072

Quotes: When you have 50+ items and page size set to 50, folders created on page 2 are visible on page 1.

PFUN-14253

Analytics: An error icon is displayed for newly added Data Load with no explanation text in the icon’s tooltip.

PFUN-14354

Unity Gap: Filter in Restrict Values by Data Source. Fix: In the customise column dialog the restrict by data source option output is formatted in a table as it was in the Classic UI. If a quick filter was used while choosing the data source the table contains a row at the bottom with a string representation of the filter.

PFUN-16111

Rollups: Differing headers when a rollup with a pivot is exported to Excel and CSV with the option 'Exclude all currently hidden fields’.

PFUN-18266

Datamart: Comparison table does not show the last record properly in a Salesforce environment.

PFUN-20564

Calculation Flow max number of retries is not accurate. Fix: The retriesCounter in Calculation Flows is allowed to decrement to the value -1 to align the behaviour with the declared description - Retries Left.

PFUN-22813

Rebate Agreements > Items > Input Parameters: Misleading focus management.

PFUN-23746

Quotes: The 'Deal' column does not appear when the user converts the quote to deal, only after refresh.

PFUN-25199

When the user unchecks the "Set Visual Mapping as temporary" checkbox, the Mapping between CRM and PFX table disappears.

PFUN-25265

Too long logs killing log infrastructure (stack element). Fix: The logstash configuration was changed to shrink the long stack trace. This prevents sending big data to our logging infrastructure.

PFUN-25504

When opening a new tab from an iframe in Salesforce, the PriceFx front-end sends mismatched CSRF headers and cookies, causing API requests to fail with a CSRF Token error.

PFUN-25559

All user selection fields throughout the application should present the selectable values in the format "Name Surname (login name)".

PFUN-25609

Optimization: Calculation items are not being created in the Scoring tab (Calculation step), resulting in failures in subsequent calculations.

PFUN-25632

Interceptors: The quotesDetailNewCheck method doesn't work when false is returned.

PFUN-25691

Actionable Insights > Watcher created from BoxPlot > Action Definition: Assign to per Dimension - No data is showing in DimOption input.

PFUN-25727

Among BoxPlot statistics, a count is also provided, and this was counting rows instead of counting values (i.e. nulls were included).

PFUN-25877

"My pending approvals" portlet shows no data since there are pending entities. Fix: The permission to fetch workflows was added into the Manage A&P role.

PFUN-25930

Integer fields in Product Extensions allow decimal input.

PFUN-25932

Strategy Designer: Strategies and Data Lookups containing errors cannot be deleted.

PFUN-26048

Groovy API: api.boundCall() should not be executed only in write mode of formulamanager.testexec. Fix: formulamanager.testexec now checks for the flag allowObjectMods before allowing calls to api.boundCall(), and refuses the call if the flag is false (with one exception: Custom Form formulas).

PFUN-26289

Data Loads: Cannot add inputs in formula fixed inputs.

PFUN-26301

accountmanager.fetchusers - changes related to Entity Selectors: User data is explicitly specified on each request. The configurationmanager.fetchuser endpoint is used in non admin pages and fetch/U is used in admin user to fetch users data.

PFUN-26308

Pricefx package does not include file extension when deploying publishing templates (cloned). Fix: Now when uploading a publishing template, the file name is kept as it is in the file system of the client uploading it. As a result, when the template is downloaded, the filename should be the same with the same extension.

PFUN-26315

Condition Record set id validation - it should be a required field. Fix: New dedicated endpoint created (conditionrecordset.fetch), because it was in a general endpoint before, where it is not desirable to check parameters.

PFUN-26327

The Label field is available for editing in the Rename and Customize Column dialog for Products, Customers, Sellers and Price Parameters tables. For Product, Customer and Seller Extension the Label field is editable only if the decouple option is enabled in Configuration.

PFUN-26382

Timeout override at logic element level is not used for api.stream requests.

PFUN-26341

Advanced filters support filtering by Product, Customer and Seller Extension attributes and by Product, Customer and Seller Attributes throughout the application.

PFUN-26363

Exporting rollups changes header column names.

PFUN-26443

Data Source: Data entitlement is not working for the rollup DS (users can see data to which they should not have access).

PFUN-26481

Groovy API: getCalculableLineItemCollection - differences between overloaded methods (when this method returns a list of objects, inputs, outputs, line item inputs, and line item outputs are not included).

PFUN-26661

Jobs & Tasks: The Warning column now appears by default at the beginning of the table for better visibility.

PFUN-26808

The Manage Analytics Simulations role is deprecated. For more information see User Roles. (Change the link to production space)

PFUN-26813

CLIC modules: Multiplied alerts/messages for non-dirty line items.

PFUN-26919

Dashboards: Advanced filters show blank data in the Product/Customer modal windows.

PFUN-26922

Actionable Insights: Join Series - Error is shown although entering a valid alias name for Measure.

PFUN-26925

Publishing DL > Compare: Missing LastUpdateDate field in the general advanced filter.

PFUN-26926

Analytics: Two Refresh Data Loads attempt to create the same index on a shared primary Data Source. Fix: App-level table lock has been implemented.

PFUN-26936

Actionable Insights > Dashboard Watcher: Add support for Date field format type in the Detection Rules tab.

PFUN-27110

In the Rename and Customize Column dialog, Name field has been renamed to Label and Label to Label Translations.

PFUN-27149

The "Open" button in configurator does not work for always editable field.

PFUN-27196

Quotes: Submit button is disabled after calculation. Fix: A backend issue. The lastCalculationDate and lastUpdateDate after sync and async calculation are now synchronized.

PFUN-27235

The support of the asyncPublishingButton in dynamic button visibility configuration has been removed. It controlled the visibility of the Export button which exports the whole list page (with filters possible) regardless of individual item selection.

PFUN-27336

Provide Last Updated By value when Custom Form is submitted via Calculation Flow using api.customFormApi.

PFUN-27356

Field creationworkflowcurrentstepisreview on CLIC objects is by default set to FALSE instead of being null, which is not exported via JSON serialiser.

PFUN-27379

Translation key names now support besides alphanumeric characters also the underscore (_).

PFUN-27380

New dynamic button visibility attribute lineItemCommentsButton for controlling the in-line Comments buttons has been added.

PFUN-27412

Charts: INDEX and PER UNIT INDEX not available for measures in Time Series chart.

PFUN-27471

CLIC: When Autosave is turned on, the label of the option 'Run document creation workflow logic on save' changes to 'Run document creation workflow logic on the created document' and if enabled, the creation workflow logic is evaluated when a document is created.

PFUN-27474

Analytics: Dataloader header validates though having trailing space in header field mapper.

PFUN-27481

LPG Mass Edit: Invalid filter-parameter name format [']; expecting {filter-name}.{param-name}.

PFUN-27482

LPG: Filter in Mass Action - Edit displays incorrect number of filtered items.

PFUN-27505

Input Matrix: The clear buttons of date pickers that are inside a cell are vertically misaligned with other buttons and also their placement is inconsistent (for Date pickers on the left, for DateTime on the right). Fix: Clear buttons are aligned with other buttons and are always placed on the right hand side.

PFUN-27526

Items in advanced filter are duplicated when you try to drag and drop them.

PFUN-27569

Failure to deserialize CFTrait should not prevent CF processing of partition. Fix: If there are CF trait configs that are malformed, they are simply skipped now and a warning is logged.

PFUN-27572

System configuration page fails to load values in PL&LPG defaults on Chrome.

PFUN-27672

In systems using the MariaDB database as the Price Builder Database, it is necessary to manually shorten attribute fields to 70 characters or fewer. This action must be completed before deploying release 14.0; otherwise, the deployment cannot proceed.

PFUN-27677

Janitor based maintenance of ObjRef entries counts incorrectly and is very slow.

PFUN-27724

Price Setting: When creating a Price List duplicate, Product list filter is left empty.

PFUN-27843

Problems with job type CONDITION_RECORD.

PFUN-27901

Default values not applied when creating LPG/PL and LPG/PL Type.

PFUN-27905

mandatoryPLElements do not work in version 14.0.

PFUN-27907

User Roles: Issues with enforcing Analytics View Only on UI. Fix: When user has Manage Data Analyzer role, user cannot do actions on DF/DM/DS.

PFUN-27930

Price Setting Type does not save "Matrix logic element" input parameter.

PFUN-27941

Custom Forms: Create New Revision button is not hidden when "createNewRevisionButton": false is set in the configuration.

PFUN-27978

Input changes aren't registered if Calculate is clicked without defocusing, causing errors like New Version Conflict or mismatched lastUpdateDate.

PFUN-27991

"View/Manage Condition Records" user role cannot see Condition Records module.

PFUN-28042

Performance degradation caused by ReflectionUtil.findMethod caching.

PFUN-28046

Condition Record Filters error out.

PFUN-28100

Caribou Lou unable to see price list definition of approved price list.

PFUN-28136

Analytics charts: Chart is saved only in "All charts" folder instead of both the selected and "All charts" folder.

PFUN-28154

Issues in Job Status / hasCriticalAlert for PL MASS EDIT. Fix: Mass Edit now changes the status of Price Lists and Simulations. At the beginning it changes status of object to Processing. If there are any item to be recalculated, the status is changed to Scheduled, otherwise it is set back to Ready.

PFUN-28172