Configure Price List

Prerequisites

  • Products

  • (optional) Company Parameters

  • (optional) Product Extensions

  • (optional) Analytics – data in Datamart

What You Can Configure

Configuration

Common Items

  1. Create a calculation logic with Nature set to generic/default which will be used to calculate each price list line. Such logic will ask the user for an input (only once), read data from tables and calculate the results. This logic is selected by the user when they prepare a new price list.

  2. If you need a price list with a secondary dimension (e.g. country, volume tier,...) besides the SKU, create also a calculation logic of Nature matrix. This logic is also selected by the user when they prepare a new price list.

  3. Create a new price list (in the user interface) and verify that the whole process of price list creation works properly.

  4. If you need the price list to be approved, create a workflow logic with Nature default. The logic must be named pricelist and will be used just because it is available on the partition.

  5. Create a price list with values which help you verify that the workflow steps are built properly.

Summary Header

  1. Prepare a calculation logic with Nature coHeader which will prepare a summary chart and summary results for the price list.

  2. Create a Price List Type. Link your price list header logic from this Pricelist Type.

  3. As a user, create a new price list, select this Pricelist Type during price list setup and verify the result chart and summaries.

Limit Access to Price Lists Detail

You can allow users to view details / edit a price list based on groups set in the fields User Group View and User Group Edit for each pricelist. This is driven automatically by system based on groups assigned to a user and groups set in the price list's fields.

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