This is the documentation for Paper Plane 11.0.
Documentation for the upcoming version Clover Club 12.0 can be found here.
Hurricane 9.0
This document summarizes major improvements and fixes introduced in the Pricefx Unity release version.
Version | Unity Hurricane 9.0.0 |
Release Date | June 26, 2022 |
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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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 Hurricane 9.0.0.
Upgrade Troubleshooting
If you experience any functionality issues after upgrading to Hurricane 9.0, see the troubleshooting section that provides solutions to reported problems:
The Main Features Since the Last Public Release
Since the last major public release, Godfather 8.0, the following major new features have been introduced:
The new Sales Compensations module
Custom Forms for added custom functionality
New look of Agreements & Promotions (list and detail pages in React version)
Unified user experience across the Optimization module
New Hurricane Features
Sales Compensations Module
The Sales Compensations module provides a standardized solution for calculating sales compensations (commissions, incentives) that are paid periodically to sales agents or partners. It allows you to perform compensation calculations periodically and automatically with minimal manual effort.
The module capabilities include: creating reports, tracking of sales commissions, managing commissions in different currencies, bi-directional integration with ERP systems.
Custom Forms
Custom Forms enable the development of supplementary custom functionality available within Pricefx application that goes beyond the out-of-the-box usage. Custom Forms are highly flexible as they can be reused in various modules and are not affected by version upgrades. They also provide an option to Pricefx partners to build connected applications. Available as standalone or module-embedded objects.
Dashboards
Description | ID |
---|---|
Possibility to create a Quote directly from a result matrix portlet with customer/product ID pre-filled. Users can select one or more items and click a button or link (Quote Type selection is supported). Configured in calculation logic. | PFUN-14159 |
Price Setting
Description | ID |
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Live Price Grids: Comments can be added by the user for any denial reason. The comment is displayed together with the selected reason in the Denial Reason column of the LPG detail. | PFUN-10012 |
Live Price Grids: The Calculate option has been added to the Mass Actions menu making it easier for user to select line items for recalculation by using an advanced filter.
| PFUN-10707 |
It is possible to trigger the calculation of Price Lists or Live Price Grid items from the detail page using the newly added Calculate button. | PFUN-14055 |
Custom mass actions (with user inputs) can be configured for Live Price Grids using a custom action logic. The logic is then selected in the Price Setting Type. | PFUN-14170 |
Live Price Grids: The Mass Actions dialog now includes a counter that displays to how many items the action will be applied. The counter is updated on the fly as user edits the filter settings. | PFUN-14185 |
Optimization
Description | ID |
---|---|
Improvements to OE Glassbox: More details about the influencers of each criterion, quick view of the state of pairs (Value Finder, Criterion), result charts in PO.AI Accelerator, violin charts for value finder variations or displaying acceptable criteria in the impact and satisfaction bar chart. | PFUN-9122 |
A tab displaying the segmentation tree can be configured in a Model Class. | PFUN-10079 |
Approval workflow is available for Model Objects. | PFUN-10654 |
Parallel calculation type has been introduced that will typically be used to calculate segmentation model classes. | PFUN-11132 |
Model Objects: When a step is being calculated, the status of the calculation (initializing, processing) is displayed for the user. | PFUN-13015 |
In Model Class definition, you can add a description for each step to inform users what the step is about. | PFUN-13018 |
You can now export and import Model Objects (e.g., move them this way between partitions). | PFUN-13120 |
Improved navigation in Models using the Continue button and the step menu. Inputs are saved when you move to the next or previous step. | PFUN-13953 |
A Model's lookup tables are listed and editable directly from the Model. | PFUN-14115 |
Model Object is in read-only mode when a calculation is running, the object is in other workflow state than Draft or the user has no edit rights for that object. | PFUN-14176 |
Agreements & Promotions
Description | ID |
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In new partitions, the Agreements & Promotions detail page will be by default displayed in the React version. If you wish to use this new version in partitions created earlier, enable the | PFUN-13112 |
Rebates
Description | ID |
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The Seller Name column has been removed from the Rebate Agreement and Rebate Record list tables as the calculation of sellers' commissions is now done in the new Sales Compensations module. | PFUN-14171 |
The Assign Opportunity and Assign Account buttons are available for Rebate Agreements. | PFUN-14903 |
Master Data
Description | ID |
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Excel Client: You can generate a log file that helps you identify time-consuming operations as it contains detail performance information for each call (how much time it took to send a request, receive a response and process the response data). | PFUN-13802 |
Introduction of Seller Extensions – you can now create and store attributes of Sellers that do not have a strict one-to-one relationship with a Seller. The concept is similar to Product or Customer Extensions. | PFUN-14163 |
A new column “Reports To” has been added to the Sellers table. | PFUN-14618 |
Mass edit and delete actions are supported in the Sellers table. | PFUN-15078 |
Tables
Description | ID |
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Column selection for multi-level sorting can be done using keyboard shortcut Ctrl/Cmd+Click. | PFUN-14227 |
Tables on the Items tab in Quote, Agreement & Promotion, Rebate Agreement and Compensation Plan detail support sorting by numeric values (numbers are not sorted as strings). | PFUN-15356 |
Administration
Description | ID |
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New Analytics user role View Rollups gives users a read-only access to saved Analytics Rollups. | PFUN-11553 |
The new user role View Dashboards provides non-admin access to Dashboards - on the Dashboards page or to dashboards within other modules. Users still need to have at least read access rights to application sections from where the dashboard pulls data. Users without this role now cannot see dashboards at all. | PFUN-11555 |
New user role View Data Manager provides read-only access to the Data Manager section of the Analytics module. | PFUN-11846 |
Users with View Customers role can now access also the Customer Detail View page. | PFUN-15111 |
Configuration
Description | ID |
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It is no longer necessary to use the .index suffix in access routes. Also, access routes for | PFUN-8298 |
The new | PFUN-10234 |
The default value of the | PFUN-10528 |
A generic logic can be based on and connected with another, parent, logic. All the elements of the parent logic will be copied to the new logic and unless you edit the elements, the inheritance is kept. | PFUN-13338 |
Up till now, Analytics supported upload of raw CSV files directly to a partition via the | PFUN-13646 |
The | PFUN-13978 |
Two new inputBuilder methods | PFUN-14377 |
For | PFUN-14378 |
Portlet size can be defined in Groovy using the methods | PFUN-14114 |
Mass actions for Master Data tables are available in Groovy API: for the | PFUN-14440 |
Dirty flag is available in Quote / Agreement & Promotion / Compensation header logic's post phase. | PFUN-15670 |
General
Description | ID |
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The look of alerts for outputs or table cells has been unified across the whole application UI. | PFUN-9988 |
The Actions and Notes tabs are available in Quote and Rebate Agreement detail (React version).
| PFUN-13581 |
Configurators can be saved even if a required input is not filled in. This allows you to just partially fill in configurators with many inputs, save the changes and resume your work later. | PFUN-13801 |
When saving the configuration of a dynamic tab (in Quotes, Deal Plans, Compensation Plans, Rebate Agreements), validation of the JSON configuration is run and only a valid configuration can be saved. | PFUN-14025 |
Bug Fixes
Description | ID |
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Creation Workflow status is not displayed consistently in the detail view and in the overall view (in React and Ember versions). | PFUN-9535 |
When a quote is superseded, this information in missing in the detail view. | PFUN-9538 |
The setRenderInfo method does not work as expected in quotes, rebates and agreements in Ember and React. | PFUN-9543 |
A quote in React displays more decimals than it should. | PFUN-10377 |
When transferring the configuration from one partition to another, reference between two Company Parameters column values gets broken. | PFUN-11453 |
In Quotes in React, when you set a dynamic tab (as read-only for certain user group), it works for all tabs except for the Attachments tab. | PFUN-11486 |
When mass editing quotes in React, the dialog does not show the number of filtered line items. | PFUN-11493 |
In Price Records, the Product Group and Customer Group columns are not editable. | PFUN-11579 |
Search in Ember in Quotes/Rebates/Agreements list does not work when advanced filter in React is enabled. | PFUN-11583 |
Adding a Company Parameters folder does not always work, especially when confirming the newly added folder by pressing Enter. | PFUN-12168 |
Even though Excel download is restricted by user group, users are still able to download the Excel file. | PFUN-12237 |
The Approve/Deny button in Rebate Record detail is missing if you click View Workflow before submitting the step. | PFUN-12350 |
When you go to Product Extensions and click Group By any column, the spinner keeps loading. | PFUN-12408 |
Workflow detail is not updated after denying/withdrawing and re-submitting a Rebate Record. | PFUN-12553 |
Product/Customer Detail View: Selected product is not displayed in the left sider in a specific scenario. | PFUN-12837 |
Charts: Drill down shows No data after zooming. | PFUN-13690 |
When "technical account" is created by Platform Manager it cannot be editable from perspective of the partition administrator. | PFUN-13804 |
Saved chart does not load properly due to a slash in the chart name. | PFUN-13867 |
java.util.regex.Pattern is not allowed in the system. | PFUN-13917 |
Bar and Line charts: When clicking the scroll bar in the variable selection window for drill-down, the window closes. | PFUN-14068 |
Advanced filter doesn't work on Deal when PX table attributes are used. | PFUN-14078 |
Filter information is not shown correctly according to the settings in Advanced Filter on Promotion. | PFUN-14080 |
Charts: Data Aggregation function does not work for Waterfall / Waterfall Comparison. | PFUN-14193 |
Quoting: Incorrect default settings for 'expiry date' and 'validTill'. | PFUN-14261 |
Rebates items Date Added column displaying incorrectly. | PFUN-14304 |
Rebates (React): Rebate Records are not deleted when they are removed from Rebate Agreements. | PFUN-14333 |
Wrong error message when script tries to cast single object to a collection. | PFUN-14401 |
Dashboards: Error thrown when deleting Customer/Product input. | PFUN-14409 |
Output Customer/Product Group on line item is not displayed correctly. | PFUN-14552 |
Charts: Custom formatting of auxiliary lines does not work. | PFUN-14579 |
Optimization DimFilters Component: Nothing is displayed as filter labels if no labels are defined. Fix: Fallback to name if no label is defined. | PFUN-14597 |
Manual import of data to Data Source saves numbers to database with a high number of decimal places. | PFUN-14599 |
Model Objects: Add trace for common operations in model calculations. | PFUN-14623 |
My Workflows links to PGI/XPGI do not filter the line item but navigate to the list of all items. | PFUN-14635 |
Tables: Numbers are sorted as strings. | PFUN-14645 |
Filtering dates in the api.findLookupTableValues() doesn't work without .format("yyyy-MM-dd"). | PFUN-14664 |
Dashboards: Ember version is displayed although React version is enabled by feature flag. | PFUN-14690 |
Configuration Wizards: | PFUN-14691 |
Model Class tables: Table columns are not in the declared order. | PFUN-14712 |
Users can access via direct URL Rebate Records that are restricted for them by user group. | PFUN-14740 |
AWS: XPG items from deleted PG are not deleted by Janitor. | PFUN-14774 |
Localization: Operators in Advanced filters in product/customer group picker dialogs (Ember) are not localized. | PFUN-14830 |
Localized column names are displayed without the translation in Rebate Record detail. | PFUN-14835 |
Dashboards: Application freezes after adding system portlets. | PFUN-14843 |
Inconsistent behavior in Rebate Agreement logics between Godfather and Bijou. | PFUN-14934 |
Analytics > Data Source / Datamart: Error displays when using simple filter. | PFUN-14983 |
Links to PGI/XPGI with filters do not filter the line item. | PFUN-14988 |
Optimization: Error after cancelling calculation. | PFUN-14990 |
LPG Detail: In the selection of columns it is not possible to scroll when reordering columns. | PFUN-15040 |
Model Objects: Model content keeps refreshing during calculation. | PFUN-15041 |
Sellers Master: Duplicated Export, Mass Edit and Mass Delete buttons. | PFUN-15074 |
Pop up link from Rebate Agreement / Contract in React list links to React detail even if feature flag for detail is set to Ember. | PFUN-15108 |
Sometimes, when Job trigger sends the last update for a job, there is an optimistic lock exception happening. | PFUN-15134 |
Editing Analytics chart in Dashboard causes data series to lose label. | PFUN-15139 |
Rebates: Broken line item picker layout when Condition Type has a long label. | PFUN-15193 |
Customer search function sometimes fails to load/populate customer. | PFUN-15209 |
The pop up configurator in custom header is not properly displayed, it has no padding to the border. | PFUN-15210 |
Select Opportunity drop-down list in Assign opportunity is empty in Salesforce. | PFUN-15287 |
Issue with view preferences for matrix in embedded dashboard. | PFUN-15351 |
Tables - Keyboard navigation: User can't move to another field with Tab after leaving the value options input in the Input Matrix. | PFUN-15358 |
Model Objects: Model name is modified even though validation of the new name fails. | PFUN-15540 |
Async calculation does only dirty calculation no matter if it is called as | PFUN-15583 |
Price Setting Types: ID instead of name is shown for "Default View Preferences" when Edit/Duplicate. | PFUN-15600 |
Rebate Agreements, Agreements & Promotions: Adding items via header logic doesn't work in SYNC mode. | PFUN-15607 |
Links in workflow emails lead to Ember not React. | PFUN-15617 |
| PFUN-15634 |
Links to Quotes and Products in dashboards work in Classic but not in Unity. | PFUN-15678 |
| PFUN-15683 |
Quoting, Agreements & Promotions: Clicking the Back button in the header of Mass Update Summary takes you to Price Records instead of Mass Update list. | PFUN-15735 |
Quoting: Recalculation of Quote ends with .js error in React (while no error is thrown in Ember). | PFUN-15867 |
Hot Fixes
The following hot fixes have been released for the 9.0 version:
9.0.1 PR
Description | ID |
---|---|
Doing a mass edit / full calculation in LPG removes lines, that were added by header logic. | PFUN-15778 |
View of the copy of the Rebate Agreement is missing items in Unity. | PFUN-16094 |
jsonSerialize fails with "module jdk.proxy2 does not open jdk.proxy2 to unnamed module". | PFUN-16099 |
Analytics Data Sources: NullPointerException message when clicking on the Templates tab. | PFUN-16101 |
Groovy method dump() used in logics may cause issue on Hurricane instances (because of JDK17). | PFUN-16139 |
9.0.2 PR
Description | ID |
---|---|
Waterfall chart in LPG Header constantly refreshes. | PFUN-15944 |
Model Object: Unexpected type error when using api.model(). | PFUN-16164 |
currentContext() method documentation is missing critical information, in which logics it's meaningful. | PFUN-16261 |
9.0.3 PR
Description | ID |
---|---|
MONEY values are missing in the Datamart even when using available exchange rates. | PFUN-16232 |
In the Ember version of the UI, when adding a line item in Quotes or Contracts, you get an error (NPE CLICProcessorUtils.java). | PFUN-16374 |
Pricefx version 11.0