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This guide is also available as a video tutorial.

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📽️ Understanding Condition Types

In this tutorial we'll be exploring condition types for Agreements and Promotions in Pricefx.

Condition Types are the building blocks of Agreements & Promotions.

Each line item in an Agreement/Promotion contract is of a specific Condition, or Discount Type, which defines how the contract is calculated and whether or not additional pre-configured fields are added for you to input information or parameters that provide data to aid the calculation.

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🗒️ How To

Understand Condition Types

Info

All our how-to guides and video tutorials contain screenshots of our demo system and the information that you see will differ depending on your organizational configuration and the version of Pricefx software that you are running.

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In this tutorial, you'll be exploring condition types for Agreements and Promotions in Pricefx.

Condition Types are the building blocks of Agreements & Promotions. Each line item in an Agreement/Promotion contract is of a specific Condition, or Discount Type, which defines how the contract is calculated and whether or not additional pre-configured fields are added for you to input information or parameters that provide data to aid the calculation.

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titleNavigate to Condition Types in Pricefx

Navigate to Condition Types in Pricefx

Let's have a look at a few examples within the system.

On the Agreements and Promotions menu, navigate to Condition Types to be presented with a full list of condition types that you have access to edit or view.

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titleDifferent Types of Condition Type

Different Types of Condition Type

Here you can see various Conditions or Discount Types that are set up in our Demo system. Your organization will have its own and so it will appear different.

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You will see a number of different pieces of information that should give you some indication of the type of condition or discount that is present.

Such as the competitor discounts, promotion discounts, and the variety of other discount agreements and promotions that your organization is able to put into place.

 Let's have a look at some of the common characteristics and how the condition types are set up.

  • The Name is a unique identifier of the particular discount and is always presented with no spaces.

  • The label is the value that you will see when you select the agreement or promotion line item when setting up a contract. This will be a descriptive name of your choice or at least the one that the team implements in the system for you.

  • The pricing Logic field provides inputs and calculates the results of the Agreement/Promotion line item of this type. The pricing logic is configured by a specialist and if you need to understand more about specific pricing logic it is worth reaching out to your administration team or reviewing your organizational documentation.

  • The Waterfall Element – Indicates which field (of a Quote or Datamart) is influenced by this Agreement/Promotion condition. This can be used, for example, in simulating the effect of a particular Condition Type on forecasted sales and the result can then be displayed in a waterfall chart.

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  • The User Group (Edit) – Sets which user groups can edit the settings. For details see Entitlement Concept.

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  • The User Group (View Details) – Sets which user groups can see the settings. For details see Entitlement Concept.

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That concludes our tutorial on Condition Types. 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 functionality.