1.0.0

Jun 24, 2024

In the agreement header, the label "Calculation Output Types" has changed to "Additional Calculation Output Types".

PFPCS-8050

In the agreement header, the labels "Default Currency" and "Default UOM" have changed to "Calculation Currency" and "Calculation UOM".

PFPCS-8234

The new Calculation Outputs Result Matrix feature, accessible in the Calculations & Details section, provides a comprehensive view of all line item results in the active scenario, enabling users to evaluate price record generation formulas and view prices in different currencies and units of measure using conversion rates.

PFPCS-7540

To allow users to manage their formula library directly within an agreement, a new “Manage Formulas” input was added above Formula Selection, visible only to users with the “AGR_SalesAgent” or “AGR_FormulaManager” role.

PFPCS-8211

To assess the impact of different contract scenarios, you can now compare historical vs. forecasted impacts on revenue, margin, and volume.

PFPCS-7774

There is a new article in the documentation on how to define your own forecast engine.

PFPCS-8194

Contextual help and placeholder values have been introduced to provide additional information and examples of input values, facilitating easier and more relevant agreement input.

PFPCS-8236

Forecast Calculation Output Types Matrix has been added. 

PFPCS-8266

To enable users to compare the impact of different line item selections, a Statistical Forecast Engine has been introduced, allowing for formula comparisons against statistical forecasts.

PFPCS-8210

Forecast Engine has been moved to the header input and to scenarios.

PFPCS-8201

To limit calculation load and detect potential issues, it is possible now to set a maximum number of recalculations per price record.

PFPCS-8192

Data are now generated to Condition Records (instead of Price Records).

PFPCS-8237

To enhance input handling, input blocks have been added to the Formula Designer.

PFPCS-8204

Forecasts have been made optional.

PFPCS-8199

To help users distinguish calculation outputs, color coding has been added to the message column in the output matrix: green for info, orange for warnings, and red for errors.

PFPCS-8111

Error handling using Warning Manager has been added for the header level.

PFPCS-8336

Warnings caught during line item calculation are added now to Warning Matrix on the header level.

PFPCS-8337

To improve error and warning tracking, WarningManager support has been integrated into each element.

PFPCS-8143

It is possible to specify an input (e.g. collapsible, row layout) as a container element and mark other inputs as its contents - using a new column "Container Name" in the PP. 

PFPCS-8023

To simplify Formula Designer deployment, new configuration logic for setting up AGR_FormulaTypeDefinition and input table names has been added to the Formula Library.

PFPCS-8329

To streamline input management, bounds inputs have been removed from the Formula Library and moved to the Agreement, where they are now displayed and calculated in the Header Input.

PFPCS-8205

There is new contextual help on the formula detail sections.

PFPCS-8465

It is possible now to select different scenarios for comparison. 

PFPCS-8240

To help users select the most impactful scenario on their contract KPIs, a Scenario Comparison Dashboard has been introduced for comparing different scenarios.

PFPCS-7570

It is possible to select a scenario directly from the comparison dashboard.

PFPCS-7541

There is now a contract header summary to help you evaluate which formula to use for condition record generation.

PFPCS-7542

Formula Designer (built via standalone Custom Form Type) has been added, allowing you to define your formula type, input definition, attributes, and send it for approval.

PFPCS-8323

A new warning is now issued if you leave the product group empty, preventing you from generating empty SKU lists and getting no results.

PFPCS-7892

The accelerator now contains two new business roles, Sales Agent and Formula Manager, allowing you to restrict view and edit permissions within the accelerator.

PFPCS-7086

Formula Library has been renamed to Input-Based Formula Library and this custom form type is now hidden by default.

PFPCS-8345

Scenario Comparison Metrics have been renamed to "Forecasted Margin", "Forecasted Revenue" and "Forecasted Volume".

PFPCS-8467