Pricefx Core Installation (Data Requirements)

Owned by Mike Deskis
Last updated: Jun 22, 2022
2 min read

All customers (starting in 2022) will now have a set of core data requirements that are focused on the data needs of three Pricefx standard solutions; Sales Insight, Customer Insight, and Plasma. The following attributes are listed below that would be needed to completely support these solutions. These attributes will be stored in the Pricefx Master data structures of Product & Customer masters and the Transaction data source.

NOTE: Not all of the attributes associated with transactional data for Plasma would necessarily be available from the customer. The Plasma attributes listed here would comprise the “perfect” set to support all of the components of the waterfall in the Executive Summary.

 

Attributes

Sales Insights

Customer Insights

Plasma

Core Entity

Attributes

Sales Insights

Customer Insights

Plasma

Core Entity

Product sku

Y

Y

 

Product

Product Name

 

Y

 

Product

Product Hiearchy

Y

 

 

Product

Customer ID

Y

Y

 

Customer

Customer Name

Y

Y

 

Customer

Cust Geo Segments

Y

 

 

Customer

Customer Hierarchy

Y

 

 

Customer

Pricing Date-Yr

Y

Y

 

Transaction

Pricing Date-Q

Y

Y

 

Transaction

Pricing Date-M

Y

Y

 

Transaction

Margin

Y

Y

 

Transaction

Quanity

Y

Y

 

Transaction

Invoice Price

Y

Y

 

Transaction

Cost

Y

 

 

Transaction

Continent

Y

 

 

Transaction

Country

Y

 

 

Transaction

Region

Y

 

Y

Transaction

Industry

 

 

Y

PLASMA

Vertical

 

 

Y

PLASMA

Sub-Vertical

 

 

Y

PLAMSA

Revenue

 

 

Y

Transaction

Global List Price

 

 

Y

Transaction

Local List Price

 

 

Y

Transaction

Realized Price

 

 

Y

Transaction

Foreign Exchange Adjustment

 

 

Y

Transaction

Local/Regional Adjustment

 

 

Y

Transaction

Freight Charge

 

 

Y

Transaction

Custom Charge

 

 

Y

Transaction

Change Charge

 

 

Y

Transaction

Volume Discount

 

 

Y

Transaction

Seasonal Discount

 

 

Y

Transaction

Channel Discount

 

 

Y

Transaction

Negotiated Discount

 

 

Y

Transaction

Giveaway

 

 

Y

Transaction

Competitive Discount

 

 

Y

Transaction

Instant Rebate

 

 

Y

Transaction

Pickup Allowance

 

 

Y

Transaction

On Invoice Promo

 

 

Y

Transaction

Stocking Allowance

 

 

Y

Transaction

Early Payment Discount

 

 

Y

Transaction

Cash Payment Discount

 

 

Y

Transaction

Total Rebates

 

 

Y

Transaction

Mkt Dev Promo

 

 

Y

Transaction

Customer Loyalty Discount

 

 

Y

Transaction

Volum Bonus Discount

 

 

Y

Transaction

Slotting Alloance Discount

 

 

Y

Transaction

NonStandard Order Cost

 

 

Y

Transaction

Consigment Cost

 

 

Y

Transaction

Shrinkage/Return

 

 

Y

Transaction

Freight

 

 

Y

Transaction

Rush Orders

 

 

Y

Transaction

Expedited Shipping

 

 

Y

Transaction

Inventory Maint

 

 

Y

Transaction

Late Payment Cost

 

 

Y

Transaction

Install Cost

 

 

Y

Transaction

Support and Service Cost

 

 

Y

Transaction

Warranty Cost

 

 

Y

Transaction

Other Txn Cost

 

 

Y

Transaction

Raw Materials Cost

 

 

Y

Transaction

Labor Costs

 

 

Y

Transaction

Other COGS

 

 

Y

Transaction

Product Cost

 

 

Y

Transaction