Caribou Lou 14.0

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

Unity Version / Platform

Standalone UI

Salesforce

SAP C4C

MS Dynamics

Desktop

  • Chrome

  • Firefox

  • MS Edge

  • Chrome

  • Firefox

  • MS Edge

  • Chrome

  • MS Edge

Mobile

  • iPad + Safari

  • iPhone + Safari

  • Android + Chrome

  • iPhone + Salesforce app

  • iPad + Salesforce app

  • iPad + Safari + Salesforce (in browser, no Lightning)

 

 

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).
Reasonable network bandwidth (at least 8 Mbps) and latency (50 - 200 ms).

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

  • MS Office 2013 or higher on Windows
    Versions down to MS Office 2007 are expected to work as well but Pricefx does not fix issues related solely to these older versions.

  • .NET Framework 4.5 or higher (due to increased security requirements)

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

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

Description

ID

The feature flag showPortletAlerts has been removed and portlet alerts are displayed by default.

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: addPortletInfo, addPortletWarning, and addPortletError methods that add inline info, warning, or error message to the current portlet. For more information see Groovy API documentation.

PFUN-26652

CLIC Documents (Quotes, Rebate Agreements, Agreements & Promotions, Compensation Plans)

Description

ID

Description

ID

A new option for context linking parameter targetPageAction=NEW_REVISION is available which creates a new revision of a CLIC object.

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.

DCW01.png

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 setUserGroupEdit().

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 showOutputAfterRecalculation and expandSiderAfterRecalculation you can change the default behavior after document recalculation. If these options are set to false, the Calculations tab is not automatically displayed and the Details & Settings panel is not expanded.

PFUN-27472

Price Setting

Description

ID

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

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 model.output accessibility in Studio, allowing retrieval of outputs even if the subsequent job-trigger or calculation of the sequence fails.

PFUN-25020

Channel Manager

Description

ID

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

Description

ID

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.

ImportManagerRN.png

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

Description

ID

Reusable Snippets are now available in the Strategy Designer, enabling users to create, edit, and reuse specific blocks across Strategies.

SD_snippets.png
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

Description

ID

Groovy API: The new methods setMinLength and setMaxLength are available for TextUserEntry and StringUserEntry - they allow you to control the minimum and maximum allowed length of user’s input.

PFUN-11501, 11504

Groovy API createDateRangeUserEntry method: A limitation on the string format that can be provided as arguments for setFrom(), setTo() methods - now only ‘YYYY-MM-DD’ format is accepted.

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: setDefaultValueTracking(), isDefaultValueTracked(), getDefaultValue(). The methods for previous value tracking are: setPreviousValueTracking(), isPreviousValueTracked, getPreviousValue(). The methods for tracking values changed by logic are: setValueChangeTracking(), isValueChangeTrackingEnable(), setTrackedValue(), getLastValueChangedByLogic().

PFUN-21897

We have added information about loaded and failed rows for the REST API datamart.loaddata endpoint.

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 withGroupByDataExpanded method sets whether grouped data will be expanded (true) or collapsed (false) globally for the whole matrix, the withExpandedGroups method then allows you to specify selected groups that will be expanded. The withShowGroupByControls method displays or hides the grouping controls.

PFUN-25194

Input Matrix: ‘Date’ and ‘DateTime’ are supported as columnTypes in the setColumns method.

PFUN-25453

Groovy api.httpCall() supports DELETE and PATCH methods.

PFUN-25689

Groovy API: The new method api.localize("translation_key") allows you to mark strings (typically user input labels) as translation keys that are then translated according to the definition in the Internationalization section.

PFUN-26143

The new event CONDITION_RECORD_CREATION_FINISHED has been added into the Event Log.

PFUN-26829

Groovy API: Possibility to define userGroupEdit permissions for Input Builder user inputs. It can be set for one group or multiple groups in one Groovy API call. For users without permission, the inputs are rendered as read-only. This is valid also for inputs marked as “alwaysEditable“.

PFUN-26894

Integration with Enable: Simplified context linking by extending AppPages with AppPages.ENABLE_PAGE.

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 optimizeQueriesToExtensionTables option has been removed from pricefx-config.xml. The application now behaves as if this option was set to true ensuring that when you filter in Products using Product Extensions attributes or in Customers using Customer Extensions attributes, using subclauses will always return correct results.

PFUN-27297

Found an issue in documentation? Write to us.

 
Pricefx version 17.0