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The Partner advisory Advisory Request case type is basically used when Partner has a question/request of guidance to Pricefx on the following items:

  • Sales, scoping, or estimation support

  • Solutioning design or configuration question

  • Pricefx staffing request

  • Project Escalation Supportescalation support

  • General Questionquestion

On the PFX helpdesk page, please select the Partner Advisory services there:

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  • Mandatory fields:

    • Subject = Issue / Customer Name / Partner Name (this will help us to identify in the list)Short description of the issue.

    • Account Name = Select the customer’s name.

    • Further Details = Write a description of the issue as detailed as possible to help us work on the issue without asking for more information.

    • Request Type = Choose the reason for the request.

  • No Mandatory Nonmandatory fields:

    • Priority = Automatically will be “Normal”. If need a change, please select using the description:

      • High: Issue resulted from customer escalation or blocking a project UAT or go-live.

      • Normal: Issue arises during normal project work and needs support, but not actively blocking short-term UAT or go-live activities.

      • Low: General how-to/suggestions to improve Pricefx documentation or partner support.

    • Case Owner = Automatically will be your name. If need to change, please write the correct person (need to be partner contact in helpdesk for interaction).

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