Installation (Optimization - Negotiation Guidance)

Owned by Ondřej Tesař
Sept 20, 2024
2 min read

The Negotiation Guidance Accelerator is an accelerator package. The accelerator deploys the Negotiation Guidance Model Class and the related logics.

Prerequisites

Before you start the installation of the accelerator, ensure you have the according Transactions Datamart or Data Source. Some important points about it:

  • It must contain the required fields – create them if needed:

    • Customer field – ID of each customer.

    • Product field – ID of each product/article/SKU.

    • Quantity field – Number of products in each transaction.

    • Revenue field – Extended price of the transaction row.

    • Margin field – Revenue minus cost.

    • Weight field (optional) – Transaction weight.

    • Target field – Generally, it is a margin rate (margin/revenue), or a discount rate (discount/revenue). Be careful, do not use a percentage-formatted equivalent (same formula, multiplied by 100).

    • The segmentation levels must be defined as dimensions in the transaction source. If necessary, mark any field as a dimension in the Datamart.

  • Avoid null values in segmentation dimensions. If necessary, create a new field by using an expression that replaces empty values with a text like “Not provided”.

Deployment

  1. Get access to PlatformManager and target partition, as described in common installation prerequisites.

  2. Access PlatformManager at https://platform.pricefx.com/ and log in.

  3. Go to Marketplace and find the Optimization - Negotiation Guidance accelerator.

  4. Click the accelerator tile, select the partition where you want to deploy the accelerator package and confirm the deployment dialog to start.
    For detailed description of all deployment options, see PlatformManager documentation.

  5. Set up the default mapping.

    • Some rules apply in the mapping:

      • The numerical values must be extended.

      • The percentage values must be values between 0 and 1 (i.e. a margin rate is defined by margin/revenue).

  6. Click Continue and wait until the deployment is complete.

Python Engine and Optimization Engine Setup

Python Engine and Optimization Engine are required to run some steps of the model. They are deployed and configured automatically with the accelerator. You may just need to wait a few minutes to get them enabled on your partition if that was not the case earlier on.

Also note, it is better to deploy the accelerator to a new partition than copy the logic from one partition to another, because then these engines will not be enabled and configured.