Before you start creating a Price List, make sure that you have the following components ready:

• Products

• (Optional) Company Parameters

• (Optional) Product Extensions

• (Optional) Analytics – Data in Datamart

When you have all the prerequisites ready and you have set up a calculation logic, you can create a new Price List.

Define Price List

1. Go to Price Setting > Price Lists.

2. Click the New Price List button.

3. Enter Label.

4. In the Type field, select one of the following option:

   • SIMPLE to use only SKU.

   • MATRIX to use both SKU and Secondary Key.

5. Optionally, set Target Date.
   This option defines fixed target date to use in the price calculation. Target Date is a date which will be taken into account when looking up Company Parameters. To ensure that all items use the same target date, this value cannot be changed later. But if you need more flexibility, you can enable editing the target date even after the Price List has been calculated.

6. Optionally, set Edit, View Details and Can Use limitations for user groups.

7. Optionally, select Copy preference from. (You can select which Price List to copy preferences from.)

8. Click Continue.

Select Products

1. Select individual products or add all products in the (filtered) view. You can use simple or advanced filters.

   • You can define a custom filter for the Product picker using a logic with Nature set to Product Input Filter.
     Alternatively, enter a list of products (one item per line) in the Text entry tab.

   • Product images can be displayed in-line in the Label column. Upload the images in the Product Detail View and make sure the showProductImagesInPriceBuilder feature flag is enabled.

2. Click Continue.

Set Paramaters

1. Allow distributed calculation – For large Price Lists it will improve the calculation performance as the Price List calculation is done simultaneously. Detailed settings can be made in the pricefx-config.xml file.
   Note that only the support team can change the server configuration.
   References and dependencies within a Price List need to be considered in the calculation logic in the right way. See also Multi-pass Calculation of a Price list or LPG.

2. Optionally, set the What action do you want to choose in case the calculation fails? item. In case of an error you can either abort the whole calculation or skip just the item and continue. You can select from the following options:

   • Abort whole list

   • Skip item and continue

3. Optionally, set Notify me by item. If Email is selected, a notification that the Price List calculation has been completed is sent to the user's email address. You can select from the following options:

   • No action

   • Email

4. Default pricing logic – Select the logic that will be used for products which have no pricing logic defined (the product's default pricing logic can be found at Products > Pricing logic column). If a default logic for Price Lists is defined, it will be preselected here. If no selection is made, the application-wide default generic logic will be used.
   Only Active pricing logics and logics with no additional Nature value will show in this drop-down.

5. Set the Result Price.
   Specifies the name of the Price List element where the final price result for each item is stored. The drop-down shows all pricing elements from the selected Default pricing logic. If Default pricing logic is empty, the drop-down here will show all pricing elements from all pricing logics.
   The result price is rounded to 5 decimal places. If you want to have rounding/trimming of values under control, you need to do that before returning the value from logic.

6. Optionally, set the Dynamic UOM.
   Allows you to specify a logic result field whose UOM will override the product's default UOM. If left empty, the default from the product master is kept.

7. Optionally, set the Dynamic currency.
   Allows you to specify a logic result field whose currency will override the product's default currency. If left empty, the default from the product master is kept.

8. Click Continue.

Custom Columns

You can select the Output Columns. Define the output element's visibility using the check-boxes:

1. Check-box in the first column – If checked, the result of the given element is displayed as a column in the Price List.

2. Displayed in Quoting (read only) – Informs how the visibility of the element is set up in the logic (in Display Mode).

3. Hide in item list – If checked, the given element is not displayed but still available for mapping to an attributeXX field (for the purpose e.g., integration or filtering from API). However, it is still possible to see the values in the remote procedure call requests data (as it is still part of the data).
   If you want to use specific view settings as a template and apply it to other Price Lists, you can do so in Defaults for List Calculations in Configuration.

4. Click Create Price List.
   The new Price List gets the status Pending and starts to calculate the prices. If needed, you can cancel the calculation by clicking the Cancel calculation button. The status is not updated automatically but only when you click the Refresh icon.