Pricefx Classic UI is no longer supported. It has been replaced by Pricefx Unity UI.

 

Price List Edit Options

To manage and edit price lists, you can use: 

Options at Price List Level

When you open a list of all price lists, you can organize your price lists into folders or use the icons below the table. 

(tick) To move a price list to a different folder, select it in the list and drag and drop it to the required folder in the tree.

Using the icons you can:

  • View/Edit  a price list (details 99842723). 
  • Copy  a price list. During the copy operation you are prompted to set up the product filter – it is not copied from the original price list, while the price list parameters are copied (and you can still modify them). 
  • Delete  a price list. Regular users can delete only not approved price lists; approved price lists can only be deleted by users with the user role 'Administer Price Lists'.

    The delete operation does not immediately remove all the line items and metadata associated with the price list. A background job is run to wipe all these items and the whole process can take up to an hour.

  • Calculate recalculates a price list (it must be in the Draft, Error, Cancelled or Ready status and Not Approved approval state). You can select and recalculate multiple price lists in one batch.
  • Download a price list as XLS or PDF (if PDF publishing is enabled). If needed, you can restrict the export functionality to only specified user groups.
  • Create  a new price list. For details see How to Create New Price List
  • Create a new revision – For details see How to Create Price List Revision.
  • Add products to a (not approved) price list. Select products by setting a simple or advanced filter. After adding the products, the price list status will change to 'Pending' (it is not updated automatically but only after you click the 'Refresh' icon).
  • Merge  price lists. For details see How to Merge Price Lists.
  • Submit  a price list for approval. For details see How to Approve Price List.
  • View workflow  opens the Workflow window where you can see a summary of all the approval steps.
  • Cancel calculation of price lists in the Pending status.
  • Revoke an already approved price list.
  • Show definition  of a price list. A pop-up window will open and show the input parameters on the left side and selected output parameters on the right side. If you click the 'Selected products' button, the selected products of the price lists are shown, including the filter. 
  • Set up a price list summary . For details see How to Set up Price List Summary.
  • Assign price list to customers . For details see How to Assign Price List to Customer.

Note:

  • The Last Updated By and Created By columns in the grid show the name of the user who last updated / created the Price List. However, if the user name changes, the existing records will still show the old user name.
  • Changing individual line items in the Price List will not update the Last Updated By column value in the Price Lists (header) table.

Options in Price List Detail

After you select a price list in the table and click the 'View/Edit Details'  icon, you have the following options:

  • Manual Override – If needed, you can manually override the calculated prices by entering a new price in the 'Manual Override' column. The changes are automatically saved. Other linked elements are recalculated based on the newly entered value.
    The manualOverride works as a flag – when it is set for an element, the final value of that element is taken from the manually entered value and the calculation of that element does not run at all. If this flag is not set, the final value is the calculated result.  
    To get the manually entered value, use api.getManualOverride(String elementName)
    Field values which are marked in the calculation logic with 'Allow Override' can also be manually overridden.

  • Mass edit all, filtered or selected data. 'Allow Override' must be enabled for these fields in the calculation logic. Note that you can edit only one attribute at a time.
    (info) The mass edit takes effect only after the price list is recalculated (which happens in the background after you confirm the mass edit dialog). 
  • Download the list as an XLS file  (using the Publishing Templates), DOCX or PDF file  (if PDF publishing is enabled). If you expect the size of the downloaded file (XLS) to be large, use the 'Async download' option, which helps prevent the web browser timeout.
  • Delete a single item or mass delete all, filtered or selected items.
  • Switch between simple and advanced filter (for details see Filter Records). 

  • Create a custom calculated field  – Add a new column and calculate its values using the values of the existing columns. Click the question mark icon in the editor for the list of supported functions. Note that the new columns are created only on the client side, which means you cannot sort or filter by them and they will not appear in an Excel download, Excel Client or any other integration request (JSON API).
    To edit or remove the formula, use the options available in the column's context menu. 
  • See change history (last changes you made in the current session). 

(tick) To modify/add the price list data, you can also use the Excel Client

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