Approval Workflow Accelerator Learning Paths
- Ioana Kocurova
Introduction
This learning path is designed for individuals who need to gain insights into the concepts and capabilities of the Approval Workflow Accelerator to achieve full control and track history of your key pricing decisions through the use of automated approval workflows. It will illustrate how to define their rules based on your needs and utilize them across your key pricing processes – quotes, rebates, price lists, promotions, Live Price Grid items
It is separated into multiple learning paths that are dependent upon your expected role with this Pircefx Accelerator.
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 have these aspects covered before moving on to the course.
Learning Synopsis
These learning paths on Approval Workflow Accelerator will explore how this Accelerator provides a solution for faster implementation and creation of approval workflows that can be used in quoting, rebates, price lists and promotions to gain control over key pricing decisions.
It will highlight how to quickly deploy and begin creating approval workflows that can be used to determine if the values generated from complex calculations in quotes, rebates, price lists and promotions are within parameters aligned with company goals.
Learning Objectives
Core topics and takeaways from these learning paths:
Illustrate how to deploy and configure this Accelerator into a partition.
Demonstrates it capabilities for approval workflows across multiple types (ie. price lists, quotes, rebate agreements, live price grids, etc.)
Illustrate the underlying architecture to support this Accelerator.
Understand how to create custom configured workflow logics or use those deployed with this Accelerator.
Understand the role of the Formula Evaluator library and its role in building approval expressions.
Learning Journey
This learning path is separated into sections that provide a basic roadmap for building your knowledge and understanding of the technical aspects of Approval Workflow Accelerator.
The components in this path 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 your learning experience.
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.