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Table of Contents
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Introduction
Welcome to our Rapid Learning Tutorials. My name is Andrew and I’m a content creator with Pricefx .
Today we'll be demonstrating how to create an agreement or Promotion using the Agreements and Promotions functionality in Pricefx.
What do we mean by Agreements and Promotions
The The Agreements & Promotions module allows you to define and manage the complex area of on-invoice conditions, such as:
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The Agreements & Promotions module responds to the need for a tight connection with the structures of on-invoice conditions defined in connected backend systems.
Navigating to Agreements and Promotions
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Organize Agreements/Promotions into folders in the Categories tree
Add/remove fields (columns)
Resize columns
Sort the table
Use a simple filter
Create advanced filters
Save your customized layout and filters as a preference and manage these preferences
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Create an Agreement or Promotion
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Below that you can see that the document's details are split into several tabs, which will we work through one by one.c
We start with the Start and End Date for the agreement and here we'll set it to 1st of January to 31st March.
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When the Agreement is saved, Price Records are generated as defined by the rebate calculation logic.
You can monitor the progress of sales and forecasted rebate in the saved Price Records.Once defined, click Submit to send the Agreement for approval (provided that an approval workflow is defined and there is no error or a critical alert on any line). If enabled, you can add a comment..
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Thank You
That concludes our tutorial on how to create an agreement. If you'd like to find out more about other functionality mentioned in this tutorial, please visit our knowledgebase where you'll find tutorials covering a range of topics and Pricefx Function