Introduction

This learning path is designed for technical developers who need to gain insights into the technical concepts, architecture, infrastructure and development capabilities of Channel Management within Pricefx.

It will focus on the core and common tasks associated with developing Groovy logic and configuration of this module. It is separated into tiers that are dependent upon your expected role with this capability.

Learning Prerequisites

Make sure that you understand the topics discussed in the areas below before proceeding with this series.

• Pricing Basics

• Pricing Terminology

• Channel Management Learning Path for All Audiences

Learning Synopsis

Explore the common technical concepts associated with building Channel Management logic and managing the overall configuration of this Pricefx capability. It will focus on the development of Groovy logics and configuration options for managing agreements associated with Rebates.

This path will also provide a deep dive into the technical capabilities of the Channel Management module in Pricefx and demonstrate how to create, update and manage logics assocated with this module.

Learning Objectives

Core topics and key takeaways from this learning path:

• Understand the role of Channel Management calculation logics.

• Illustrate how to create Groovy logics for Channel Management for claims.

• Understand how to create, execute, troubleshoot and debug all types of Channel Management Groovy logics.

• Understand advanced configuration options and feature flags for Channel Management.

• Define the Entity Relationship diagram and data structures for Channel Management capability in Pricefx.

Learning Journey

The paths in this learning journey are designed to be experienced in a sequential order, as each subsequent level builds upon the knowledge acquired and builds your contextual understanding.

This structured approach ensures that learners have the necessary foundation before progressing to more advanced concepts, optimizing the learning experience and maximizing the effectiveness of the Channel Management Learning Path.

Channel Management Overview

• RebateManager Lifecycle

• Rebate Agreements

• Rebate Records

• Rebate Allocation

• Payout Records

Channel Management Logics and Processes

• Channel Management Logics

  • Claim Validation Logic

  • Claim Source Logic

  • Claim Allocation Logic

• Channel Management Processes

  • Configure Claims

  • Create Claim from Quote/Contract

  • Create Claim from XLS File

Channel Management Data Structures

• Entity Relationship Diagram

• Claim Type (CLT)

• Claim (CL)

• Claim Line Item (CLLI)

Channel Management Configuration

• Configuration Overview

• Advanced Configuration

Time commitment: For this path you should dedicate approximately 3 hours.