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Use case example: Download a customer-specific price list from multiple sources (Price Lists, Price records Records etc)

Solution:

• Pricefx API method that executes the logic and creates an Excel output.
• Use the formulamanager.executeformula method and append the output type and the name of the template: output=xls&templateName=excel_export
  For more details, see the API documentation.

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Excel Template

Similarly as for quotes Quotes and price listsPrice Lists, we can enhance the generic output and save it as an Excel template. Such a template can be assigned to any PriceBuilder generic logic.

Please refer to Publishing Templates for more details.

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