User Menu

Open

The User menu offers several options:

• My Approvals – Displays the list of documents that require your approval. After clicking a document, the details are displayed, where you can approve or reject the document.

• My Workflows – Shows all the active workflows in which you are involved and their status. Click the document's label to display the document. After selecting a workflow, you can see its workflow steps on the right-hand side. You can approve/deny or perform other actions (withdraw, add approvers or watchers or add an extra step) directly in this panel.
  By clicking the Export button you can download the list of active workflows to Excel with an additional column displaying the current approver.
  Note that the 'Possible Approvers' column in the Workflow table displays the first and the last name of the user as they are set in the User Management section. If they are not set, the Login Name is displayed.

• My Pending Creation Workflows – Displays a list of documents for which your input is expected. Within the document creation workflow, several users can cooperate on creating a Quote, Agreement/Promotion, Rebate Agreement or Compensation Plan. When you create a new document and edit it, you can initialize the workflow by clicking the 'Start CW' button. Forward the document to other users in the workflow using the Back and Next Step buttons. Note that there is no change tracking, so there is no way to see what other users changed. The workflow is configured by the administrator. See the Document Creation Workflow section for details.

• Actions – Displays a list of all actions from the whole application. The My Actions tab lists all the pending actions assigned to you. On the All Actions tab you can see all the actions (including the completed ones) that are either assigned to you or created by you. Admins can see all actions.
  By clicking the Add Action button, you create and assign a basic action without the possibility to specify the context, parent or originator. 

• User Settings – This section contains detailed release/build information, CRM configuration file name, backend and UI language/locale information. Here you can also make the following preference settings:

  • Localization (display format) – Sets the locale (the format of dates, times and numbers) for the application. Note that if the locale URL parameter is used in the web address through which you access Pricefx, it overrides the setting made here. But by selecting a different locale here and saving it, you will remove the locale parameter from the URL and the selected locale will be applied.

  • UI Language – Sets the language of the application. Note that if the uiLanguage URL parameter is used in the web address through which you access Pricefx, it overrides the setting made here. But by selecting a different language here and saving it, you will remove the uiLanguage parameter from the URL and the selected language will be applied.

  • Show partition in window title – If enabled, the partition name is displayed before the page name on the browser tab. The 'Default system value' option means that the setting is taken from the partition-wide Appearance configuration.

  • Show partition name – If enabled, the partition name is displayed in the application header, at the beginning of the breadcrumb navigation. The 'Default system value' option means that the setting is taken from the partition-wide Appearance configuration.

  • Home Page – Allows you to set your home page by selecting the desired page from the drop-down list of pages available to you. This setting overrides the rootPage feature flag setting.

  • Table Pagination – Sets the default number of items displayed per table page (50, 300 or 500). If no value is selected, the setting in General Settings is applied.

• Notifications – Lists all the application notifications. You can use filtering, layout customizations, saved view preferences as in any other table.

• Change password – Allows you to update your password.

• Help – Opens the application documentation. This option can be hidden by administrator.

• Custom Help – Opens a page with custom help materials. The page's URL must be configured by the administrator (customHelpUrl feature flag). If not configured, this option is not available.

• Send Feedback – Opens a side panel where you can submit your opinions or ideas about the application to Pricefx. Files (document and image type) can be attached to the written feedback.

• Terms of Use – Opens a page with the legal terms of use for the Pricefx application.

• Sign Out – Ends the current user session. This option is always available.

Administration

Open

In the Administration section you can manage users, groups, ToDo tasks and workflow delegation and view various logs. You will also find here the Configuration section where you can make various application configuration settings, such as manage logics, CFS and dashboards and set feature flags.

When you hover over an item menu an icon  appears that allows you open the target page on a new tab.

Master Data

In the Master Data section you can access and manage all the non-analytics data, such as products, customers, product/customer extensions, company parameters.

Company Parameters

In the Company Parameters section you can manage your custom parameters and templates.

Help

Opens a panel where you can enter a query that will be searched for in Pricefx documentation.

Notifications

In the Notifications section you can access messages generated by the application. The View All link takes you to the Notifications page (see User Menu above).

Module Menu

The Module menu provides quick access to all the available modules and their functionalities. Clicking the logo takes you to the Home page.

The menu can also contain links to external applications. These links are configured by the Administrator.

When you hover over an item menu an icon  appears that allows you open the target page on a new tab.

 The item 'Model Classes' which used to be in this menu was moved to Configuration.