Quoting Learning Path for Configuration Engineers

Owned by Ondřej Tesař
Last updated: Oct 22, 2024 by Ioana Kocurova
3 min read

Introduction

This learning path is designed for technical developers who need to gain insights into the technical concepts and development capabilities of the Quoting capability within Pricefx. It will focus on the core and common tasks associated with developing Groovy logic and configuration of Quoting module. It is separated into multiple tiers that are dependent upon your expected use cases with this capability.

Learning Path Disclaimer: Although this learning path offers comprehensive information on the mentioned capability, it lacks a Pricefx environment, that is only available in our instructor-led training, where you can interact with these features and practice using them.

For further insights into the distinctions between our on-demand learning paths and instructor-led training, please click here.

Learning Prerequisites

Make sure that you understand the topics discussed in the areas below before proceeding with this series.

Learning Synopsis

Explore the common technical concepts associated with building Quoting logic and managing the overall configuration of the Pricefx Quoting capability. It will focus on the development of Groovy logics and configuration options for managing and building Quotes.

This path will also provide a high-level view of the capabilities of the Quoting module in Pricefx and demonstrate how to create, update and approve quotes.

Learning Objectives

Core topics and key takeaways from this learning path:

  • Understand the role of Quote Header, line item and workflow logics.

  • Illustrate how to create Groovy logics for quote headers, quote line items and workflow approval processes.

  • Understand how to create, execute, troubleshoot and debug all types of quote Groovy logics.

  • Understand advanced configuration options and feature flags for quotes.

  • Define the Entity Relationship diagram for Quoting capability in Pricefx.

Learning Journey

This learning path is separated into multiple sections that provide a basic roadmap for building your knowledge and understanding of Quoting and its technical capabilities.

These paths are designed to be experienced in a sequential order, as each subsequent level builds upon the knowledge acquired in the preceding learning path(s). This structured approach ensures that learners have the necessary foundation before progressing to more advanced concepts, optimizing the learning experience.

Quote Overview

Quote Logics and Processes

Quote Tutorials

Quote Table Structures

Quote Configuration

 

 NOTE: If you have any inquiries regarding the content in this learning path, you can utilize the following online Pricefx forums: AskPricefx community or Pricefx GenAI chatbot.

Time commitment: For this path you should dedicate approximately 4 hours.

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