Caribou Lou 14.0
This document summarizes major improvements and fixes introduced in the Pricefx Unity release version.
Version | Unity Caribou Lou 14.0.0 |
Release Date | January 26, 2025 |
Release Type | Public |
In this document:
Technical Requirements
Supported Platforms
Pricefx Unity interface is supported on the following hardware/platform combinations:
Unity Version / Platform | Standalone UI | Salesforce | SAP C4C | MS Dynamics |
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Desktop |
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Mobile |
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Note: Firefox supports interceptors since version 113 in case that you set the dom.workers.modules.enabled option to true in about:config. From version 115 this option should be set to true by default. You can use interceptors in Chrome or MS Edge without any restrictions.
Minimum Software and Hardware Requirements
Hardware and Network | A modern computer with at least 8 GB RAM (more memory is necessary for multiple browser tabs opened simultaneously). |
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Web Browser | Only the latest version of each of the above listed browsers is supported. We strongly recommend using the 64-bit browser version. |
Excel Client |
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Compatible Pricefx Backend Version
The minimum required Pricefx version for this release is Caribou Lou 14.0.0.
Other Supported Components
Highcharts and Highmaps used in charts/dashboards: version 11.4.6
Deprecation Announcement
Support for the Greenplum database will be discontinued in version 15.0, and all customer instances will be migrated to Citus (Postgres). If you have any questions, please contact us at support@pricefx.com.
The Main Features Since the Last Public Release
Since the last major public release, Rampur 13.0, the following major new features have been introduced:
Pricefx Copilot (AI Assistant) – Leverage conversational chat-like experience to obtain intelligent pricing insights, actionable recommendations, and prioritized actions.
AI Optimization – Forecasting – Get revenue and volume/quantity forecast for your assumed pricing steps and assess various options for the final decision.
Rebates by Enable – Utilize productized integration with Rebates solution by Enable to easily model any rebate deal and take control of its business impact.
Collaboration Workflow – Collaborate with your team on a Quote or Agreement creation. Available as a pre-release.
Price Setting Types – Set generic defaults for how Price Lists or Live Price Grids are created (logics, field mapping, view preferences, …).
Visual Configuration Enhancements – Design reusable components / block structures in price strategies in Strategy Designer.
Import Manager – Add, update and export data in Pricefx, including validation, as the Excel Client alternative. New way to manage data.
Platform Management – Manage Pricefx Platform with the latest improvements related to the Event Workflows and Data Management.
For more detailed information about Caribou Lou 14.0 new features, see www.pricefx.com/cariboulou.
New Caribou Lou Features
Analytics
Description | ID |
|---|---|
Possibility to set the minimum number of days in the first week of the year to align calendar week numbering with Outlook and ISO 8601 standards. The new option ‘Minimal days in the first week’ is available in Configuration > Analytics General Settings. | PFUN-12330 |
Charts: Support for showing aggregated/grouped elements in the Data tab when you groups elements in the chart as well as after saving and loading the chart with grouped elements, it shows columns in Data tab in the same way as in chart. It’s also supported when exporting to Excel. | PFUN-18053 |
Action buttons are displayed on the Source and Target tabs of Data Loads. | PFUN-18213 |
Advanced tables are supported in Rollups. | PFUN-18361 |
All the action buttons in Datamart Viewer that allow data manipulation in Datamarts / Data Sources have been removed. | PFUN-22410 |
A new option, Distribution Key, has been added to the Function Type field in the Data Source/Datamart details. A tooltip has been incorporated for the Function Type field, linking to the relevant documentation page. An icon labeled Distributed will now be displayed in the Data Sources/Datamarts list for items with a Distribution Key. | PFUN-24528 |
A warning has been added stating that after performing a Mass Edit in Datamart or Data Load, you should run a default Publish Data Load to ensure the edited data is accessible in your queries. | PFUN-24674 |
A filter has been added for the Target and Source of the Data Loads. You can now use the Advanced Filter on the Target and Source tabs to filter data. | PFUN-25681 |
Box Plot: We have updated the method for counting values in the data tab and tooltips (labels starting with #). Previously, the count included all field values, even those where the field value or the expression was null. Now, we ignore field values that contain null values in the count. | PFUN-25889 |
Documentation on how to use the Expression Editor has been added. | PFUN-25940 |
The Data Tab in charts dynamically updates to reflect the data currently displayed in the chart, providing user with detailed and accurate insights. | PFUN-25994 |
The support for the extended data of the Box Plot chart has been added. When creating a watcher from the Box Plot chart, you can also select the extended data as a measure for the Detection Rules definition. | PFUN-26193 |
Save and Refresh buttons have been added to the Analytics General Setting Configuration menu. | PFUN-26877 |
Possibility to set both soft and hard limits on the number of columns in Datamart, Data Source and Data Feeds. | PFUN-26892 |
Save and Refresh buttons have been added to the ‘Analytics to Price Setting Mapping Configuration’ menu. | PFUN-26901 |
The new Analytics General Settings option ‘First day of the week’ sets the first day of the week for Calendar in the Analytics module. The default value is ‘Sunday’ which represents no change to the current application's behavior. | PFUN-27157 |
Dashboards
Description | ID |
|---|---|
The feature flag | PFUN-14345 |
You can now define alerts using the Groovy API methods and display them on the Dashboard portlet. | PFUN-14708 |
Clicking the Explore button will provide a summary description of the specific Portlet in the Dashboard in the conversation window. | PFUN-25803 |
Clicking the Explore button will provide a summary description of the specific Dashboard in Pricefx Copilot panel. The Explore button is available on the Customer and Sales Insight Dashboards. | PFUN-25805, 26849 |
The My Dashboard Actions system portlet has been added. It displays all pending actions assigned to the user based on a specific Dashboard. | PFUN-26093 |
Groovy API: | PFUN-26652 |
CLIC Documents (Quotes, Rebate Agreements, Agreements & Promotions, Compensation Plans)
Description | ID |
|---|---|
A new option for context linking parameter | PFUN-19273 |
Collaboration workflow: Allows domain experts to see and collaborate on only those line items that are relevant to them. Available as a preview feature for Quotes and Agreements/Promotions. | PFUN-25100 |
Recalculation cannot be triggered on documents that are currently being calculated. Applies to Quotes, Rebate Agreements, Agreements & Promotions, Compensation Plans, Rebate Records and Compensation Records. | PFUN-25573 |
Possibility to set icons for dynamic tabs in the document. | PFUN-26318 |
The editability of line item inputs for user group members can be controlled by | PFUN-26495 |
Creation workflow logic can be associated with a header type. | PFUN-26540 |
Possibility to associate a creation workflow with a header type. This feature also allows you to enable document creation workflow only for documents based on a header type where a creation workflow logic is set if you leave the creation workflow option disabled in Configuration. | PFUN-26541 |
There is now no limit on the number of folders in the Items tab tables. | PFUN-26542 |
With the two new options for dynamic tab configuration | PFUN-27472 |
Price Setting
Description | ID |
|---|---|
The auto-approval feature in the Calculation Grid has been configured to depend on a specified field. The Calculation Grid will be automatically approved if the result of the selected element is not empty or zero. If no element is selected, the Calculation Grid will not be automatically approved. | PFUN-21685 |
New Price Setting Types speed up the creation of Price Lists and Live Price Grids. | PFUN-23490 |
Action buttons in Price Lists and Live Price Grids can be hidden via a JSON definition in Price Setting Types. | PFUN-25497 |
The new user role View CG has been added to allow users to view Calculation Grids. | PFUN-25649 |
Added user roles (Manage LPG Types, Manage PL Types) to create and manage the Price Setting Types. | PFUN-25667 |
You can retrieve a list of LPGs that contain the product used in the analysis with the Pricefx Copilot. You can either manually prompt the Pricefx Copilot to search for this specific product across all LPGs or use the product name from the previous conversation. | PFUN-27405 |
Optimization
Description | ID |
|---|---|
You can now edit the label of a Model Object on the detail page. Before, you could rename a Model only on the list page. | PFUN-22751 |
Module Category, Model Class, Watchers: Inline editing of Model Classes is disabled for non-admins. | PFUN-22897 |
Improved | PFUN-25020 |
Channel Manager
Description | ID |
|---|---|
Possibility to hide buttons on Claim list and detail pages via the JSON configuration in Claim Types. | PFUN-25064 |
Master Data
Description | ID |
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After renaming a Product/Customer/Seller Extension table a dialog appears to inform the user about the consequences (the data remain in the DB with the old table name and the table with the new name will be empty). | PFUN-23143 |
Attribute extensions can be added to Product, Customer and Seller Extension tables. | PFUN-23903 |
Import Manger is being gradually introduced as a replacement of Excel Client. It enables modifying data in the Pricefx user interface after uploading an Excel file that has been previously downloaded from Pricefx and modified by the user. | PFUN-25222 |
The default name for the sku column in Products is ProductID without spaces. When reseting the column name, ProductID is restored as the label of the column. The same behaviour apply to CustomerID, SellerID and AttributeXX column names. | PFUN-26534 |
For Company Parameters, Products, Customers and Sellers, label and label translation are always editable in the Rename and Customize dialog. For Product, Customer and Seller Extensions, label and label translation are only editable if the decouple option is enabled in General Configuration. | PFUN-26536 |
Pricing Strategy Designer
Description | ID |
|---|---|
Reusable Snippets are now available in the Strategy Designer, enabling users to create, edit, and reuse specific blocks across Strategies. Strategy Designer - Reusable Snippets | PFUN-25588 |
Draft Data Lookups can now be used in Strategies. | PFUN-26249 |
The code generator has been fully revamped, eliminating several long-standing bugs and issues, while also paving the way for more extensions in the future. | PFUN-27889 |
Strategy Designer is now compatible with Price Setting Accelerator 2.6 and backward compatible with older versions as well. | PFUN-27969 |
An active strategy can now be redeployed to the partition by a Strategy Designer administrator. | PFUN-28058 |
Strategy activation and deployment now occur on the back end, providing greater integrity and safety. | PFUN-27800 |
A more advanced versioning system for the JCS objects (strategies, snippets, lookups) has been implemented, providing greater integrity and safety, and enabling the development of a richer feature set in the future. | PFUN-27054 |
Snippets now support live preview, providing instant user interface visualization as you edit your snippet. | PFUN-27429 |
When a strategy activation is triggered, the user is prompted to enter a reason for the activation. This reason is then shown in the version history to help users better keep track of changes. | PFUN-27041 |
You can export either the selected object, all active objects, or all the latest objects, including all their relationships. Later, you can import them as drafts and selectively activate the ones you need. Importing active object directly is no longer supported. | PFUN-27055 |
Configuration
Description | ID |
|---|---|
Groovy API: The new methods | PFUN-11501, 11504 |
Groovy API | PFUN-12266 |
New Groovy Query API is available in all logics to query the data from Pricefx. It supports JOIN of data from two or more tables to utilize the performance of the database engine. See the Query API documentation for details. | PFUN-18210 |
New Configurator Groovy API methods allow you to track and retrieve default and previous input values and values that have been changed by calculation logic. The methods for default value tracking are: | PFUN-21897 |
We have added information about loaded and failed rows for the REST API | PFUN-21940 |
Support for "lightweight" LPG partial recalculations (incl. dirty run). | PFUN-23439 |
Possibility to use translation keys instead of labels, hints, help texts and text values of outputs in calculation logics. These translation keys will be replaced with values as defined in Configuration > Internationalization. | PFUN-23837 |
Groovy API: It is possible to define which groups will be expanded in the first load of Result Matrix. The | PFUN-25194 |
Input Matrix: ‘Date’ and ‘DateTime’ are supported as | PFUN-25453 |
Groovy | PFUN-25689 |
Groovy API: The new method | PFUN-26143 |
The new event CONDITION_RECORD_CREATION_FINISHED has been added into the Event Log. | PFUN-26829 |
Groovy API: Possibility to define | PFUN-26894 |
Integration with Enable: Simplified context linking by extending AppPages with | PFUN-27101 |
Integration with Enable: New deep link functionality allows dynamic URL adjustments in the Pricefx partition, enabling link usage via the Groovy API. | PFUN-27035 |
The | PFUN-27297 |