Agreements & Promotions

The Agreements & Promotions capability allows you to create, maintain and track your promotions and discounts and their impact on your pricing, revenue, and margin.

Typical Business Scenarios

Agreements & Promotions can support a variety of business needs, including:

Regional and seasonal discounts tailored to specific customer segments
Standard discounts for product groups (e.g., volume-based discounts above a set threshold)
Automatic discount sharing with subsidiaries under umbrella customers
Control mechanisms to limit discounts that affect margins and profitability

Agreements & Promotions covers the full lifecycle of your promotions—from setup to execution and analysis.

Key capabilities:

Manage condition term types with predefined logic and parameters
Create and maintain agreements efficiently
Perform agreement calculations based on your discount logic
Execute approval workflows for validation and governance
Track and manage discount records in one place
Integrate promotion insights into other Pricefx functionalities

Ember → React: Our Quoting, Agreements and Promotions, and Rebates capabilities have been upgraded to a newer version, making them easier to use, and better connected with the rest of the Pricefx application.

All “on-invoice” special conditions can be managed either on a very detailed, product-customer combination level (i.e., in case of net prices) or on a much higher, general level (i.e., general special discount per customer group for a part of or full product portfolio). Other special conditions as timely limited promotions or “buy 3 pay 2” can be defined, managed and monitored. The Agreements & Promotions module well responds to the need for a tight connection with the structures of on-invoice conditions defined in the backend system.

Where to Start with Promotions

Pricefx includes predefined algorithm logic for any type of promotion or agreement calculation.
To get started, make sure you have the following data ready:

Product master data
Customer master data
Extensions and attributes
Sales transactions
Forecasting data
Competitive information
Historical data
Condition types (discounts)

Agreements and Promotions Overview

Condition Types

In Pricefx, discounts are defined as Condition Types — each representing a different way of calculating discounts.
Every condition type has an associated pricing logic to ensure accurate calculations.

Agreement Creation

The first step in setting up a promotion is creating an Agreement.
Each agreement is linked to a specific condition type and can be replicated as needed — create as many as your business requires.

Price Records

Once a discount is approved, Price Records are automatically generated for each promotion agreement.
These appear in the Price Records section of the platform for tracking and management.

Mass Updates

The Agreements & Promotions functionality simplifies large-scale updates and maintenance. You can:

Apply default discount calculation updates
Trigger automatic input updates
Submit multiple promotion agreements at once
Filter promotions by status (e.g., draft/approved)
Schedule background jobs for mass processing via Calculation Flow

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