Introduction

This learning path is designed for individuals who need to gain a basic understanding of the Approval Workflow Accelerator and how it can be used for full control and track history of your key pricing decisions through automated approval workflows

This learning path will discuss the core concepts, functions, and features of the Approval Workflow Accelerator from a high-level viewpoint and will serve as the foundational knowledge for the additional learning paths in this series.

Learning Prerequisites

Make sure that you have these aspects covered before moving on to the course:

• About Pricefx

• Pricing Basics

• Pricing Concepts

• Pricing Terminology

• Accelerator Overview

Learning Synopsis

This learning path will explore the capabilities of the Approval Workflow Accelerator from the viewpoint of a business user and illustrate the most commonly used features that support creation of approval workflows and integration to other Pricefx capabilities.

Learning Objectives

Core topics and takeaways:

• Depict the definition of approval workflow types and the creation of approval steps for each of them.

• Illustrate the definition of users, user groups or business roles as approvers in our workflow processes.

• Depict the creation and definition of approval conditions that will be applied in each of our different approval steps.

• Depict the complete execution of workflow process.

• Demonstrate the role and use of tracking of workflow history.

Learning Journey

This learning path for the Approval Workflow Accelerator is divided into multiple links and each one is designed to be experienced in a sequential order, as each subsequent level builds upon the knowledge acquired in the preceding content.

This structured approach ensures that learners have the necessary foundation before progressing to more advanced concepts, optimizing the learning experience and maximizing the effectiveness of using the Agreements Accelerator.

Approval Workflow Basics

• Overview of Approval Workflows

• Adding Workflow Steps

Approval Workflow in Pricefx

• Workflow Lifecycles

  • Workflow Lifecycle Overview

  • Price List Workflow

  • Live Price Grid Workflow

• Approval States

• Documents Approvals

  • Document Creation Workflow

  • Document Approval Workflows

• Workflow Administration

  • Workflow Notifications

  • Manage Approvers and Watchers

  • Workflow Delegation

Approval Workflow Accelerator Introduction

• Introduction

• Business Overview

• Capability Summary

 Workflow Designer

• Visual Configuration Basics

• Installation

• Design Workflow

• Workflow Deployment

Workflow Designer User Stories

• Basic

  • Load Workflow Strategy

  • Save Workflow Strategy

  • Delete Workflow Strategy

• Create

  • Create Quote Workflow

  • Create Price Grid Item Workflow

  • Create Price List Workflow

  • Create Rebate Agreement Workflow

  • Create Rebate Record Workflow

Time commitment: For this path you should dedicate approximately 1 hour.