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

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)

 

 

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 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

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

Description

ID

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

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

Description

ID

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 useReactFor : contractDetail feature flag.

PFUN-13112

Rebates

Description

ID

Description

ID

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

Description

ID

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

Description

ID

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

Description

ID

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

Description

ID

It is no longer necessary to use the .index suffix in access routes. Also, access routes for rootPage, targetPage and mainMenuExclude have been unified wherever there had been differences.

PFUN-8298

The new formatCurrency method enables you to format a number with the currency symbol as a String.

PFUN-10234

The default value of the optimizeQueriesToExtensionTables option (pricefx-config.xml) has changed to true.

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 importfile endpoint only for Data Source and Data Load. Now raw CSV can be uploaded also to all other entities.

PFUN-13646

The api.httpCall method has been extended with the 'fire and forget' feature. Additional method getAsyncHttpCallResult allows to collect the result if needed and not canceled yet.

PFUN-13978

Two new inputBuilder methods setFieldTypes and setFieldKinds enable you to create user inputs that list the available fields of the given DM Source. You can filter the fields by type (number, money, etc.) or kind (dimension, key).

PFUN-14377

For api.inputBuilderFactory().createDMSource, you can now specify the type of selectable source (DMDS, DM).

PFUN-14378

Portlet size can be defined in Groovy using the methods withWidth(int width), withHeight(int height) and withLayout(int width, int height).

PFUN-14114

Mass actions for Master Data tables are available in Groovy API: for the addOrUpdate method you can now specify a list of data objects and there is the new massDelete method with an object defined by type code and narrowed down by a filter.

PFUN-14440

Dirty flag is available in Quote / Agreement & Promotion / Compensation header logic's post phase.

PFUN-15670

General

Description

ID

Description

ID

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

Description

ID

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: createFilterBuilder("ProductFilter", "P") unable to create criteria through Product Extension tables.

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 runjob/calculate or runjob/calculatedirty.

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

datamart.fetch should not use cache when FC has no lastDataModificationDate (e.g., when a FC is deleted then recreated).

PFUN-15634

Links to Quotes and Products in dashboards work in Classic but not in Unity.

PFUN-15678

api.currentContext() return {commandName=null} for contract with number of line items above async threshold.

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

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

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

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