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)

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).

Only the latest version of each of the above listed browsers is supported. We strongly recommend using the 64-bit browser version.

• 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)

Data Load scheduler UI has a new optional field: Time Zone, which is by default set based on General Settings. It is useful to select your time zone if you want to run the job always at the same time, regardless of daylight saving time shifts. There is also a new calculated field Next Run (local time).

PFUN-12330

Actionable Insights: Configurable context menu after clicking on a data point in a chart to select an action, e.g., a context-linking action.

PFUN-21224

Data Loads - Distributed Calculations: The results in the Job Details are presented in the JSON format for better user readability.

PFUN-21466

Charts / Watchers: The unsupported CONTRIB and CUMCONTRIB measures are not available for selection in the aggregation filter.

PFUN-21968

New Publishing Data Load – In application clusters where Citus is installed in the Postgres PA DB, there is the option to create distributed tables that hold Data Source and Datamart data. Distributed database brings enhanced data handling, query efficiency, and overall system scalability.

PFUN-22243

New Save As option under the Save button enables you to save an existing loaded chart or rollup as a new object.

PFUN-22654

Rollups: The unsupported CONTRIB measure is not available for selection in the aggregation filter.

PFUN-22895

The Waterfall Comparison, Detailed Time Series, Scatter, Bubble and Boxplot charts support join series.

PFUN-23081, 23082, 23295, 23298, 24311

Data Type field in Data Load options has been renamed to Data Load Type. The Type field in the Add New Data Load dialog has been renamed to Data Load Type.

PFUN-23271, 24083

A preview of the formula result has been adde to Formula Builder in charts and rollups.

PFUN-22720

Charts: When you want to show a measure on a Z-axis it can now be enabled by one click in the Z column of the Measures table on the Data tab. Before you had to enable it in Measures and then also on the Options tab.

PFUN-23723

All Analytics Simulation backend components have been dropped, except for skeleton DMSIm, Scenario and ScenarioAM domain classes.

PFUN-23749

An icon on the Recalculate button indicates that after making changes to the document the displayed calculation results are out-of-date and recalculation is needed.

PFUN-19007

Administrator can on the list page unlock documents that are locked due to being part of a mass update or recalculation. Available for Quotes, Agreements/Promotions, Rebate Records, Compensation Records.

PFUN-20348

Values inherited from header or folder level are displayed in the corresponding column for the line items. The value is displayed in the light gray color to inform the user that the value of the field is inherited and not manually entered.

PFUN-21601

Quoting, Agreements & Promotions: A confirmation message is displayed to the user when a mass update job is triggered successfully.

PFUN-21886

Manual saving (using the Save button) is available for Agreements/Promotions, Rebates and Compensation Plans. Manual saving can be enabled/disabled in Configuration.

PFUN-22361, 22364

The lastUpdatedBy and lastUpdateDate fields are not updated if the user only opens and closes a document without making any changes.

PFUN-22368

Agreements/Promotions, Rebates, Compensation Plans: Calculations scheduler UI has a new optional field: Time Zone, which is by default set based on General Settings. It is useful to select your time zone if you want to run the job always at the same time, regardless of daylight saving time shifts. There is also a new calculated field Next Run (local time).

PFUN-24027

The option ‘Run document creation workflow on save’ is supported in combination with autosave off. When Autosave is off and 'Run document creation workflow logic on save' is enabled then if there is an active document creation workflow logic, it is triggered on every save operation. When user clicks the Next/Back/Finish button for navigating in the document creation workflow then the logic is evaluated and document is saved as well.

PFUN-24114

The option 'Run document creation workflow logic on save' is automatically disabled when the autosave feature is turned on for Quotes, Agreements & Promotions and Rebate Agreements.

PFUN-24115

User is not logged out when only switching between line items - selecting a different line item sends a ping and prolongs the session.

PFUN-24448

Workflow-related buttons (View Workflow, Submit, Revoke) are available on the Price List detail page.

PFUN-23594

Pricing Guidance clearly marked as deprecated in the Pricefx module menu.

PFUN-22997

Possibility to hide extension tables from user groups that are not entitled to see them. Use the new advanced configuration options hidePXTablesBasedOnUserGroups, hideCXTablesBasedOnUserGroups and hideSXTablesBasedOnUserGroups.

PFUN-20219

New crmManager methods: getSObjectURL which returns only SObject URL and getOpportunityLineItemURL which returns URL with SObjects and /OpportunityLineItem is used to interact with line items in the opportunity.

PFUN-20774

Visual Mapping: A new option that allows you to define a static value instead of a value from the CRM payload.

PFUN-22188

On the interceptor configuration page, the 'Add PRE/POST code' button is disabled (grayed out) instead of hidden.

PFUN-23072

When Pricefx is embedded in a CRM application, the “Disable automatic relogin of Web UI” setting is ignored and the session is always prolonged.

PFUN-23982

CHIPS support for cross-site cookies has been implemented for Chromium-based browsers to enable users to continue using CRM integration after 3rd-party cookies are blocked. The new configuration ‘enableChips’ enables ‘Partitioned’ parameter on X-Pricefx-* cookies.

PFUN-24093

Lists of standalone Custom Forms and Module Categories can be displayed in portlets on the Home page.

PFUN-15039

The api.find() Groovy API method now returns the whole Custom Form object, including inputs and outputs.

PFUN-17163

Possibility to define the new tab type in Custom Form Type configuration that shows the Formula Designer (visualConfiguration) user interface.

PFUN-23794

Result Matrix: Possibility to define in header logic a row in a resultMatrix table that shows the total value.

PFUN-16892

Result Matrix can have frozen columns specified by Groovy API, e.g., .withFrozenColumns(['colC', 'colB']).

PFUN-18000

Result Matrix now allows to hide GroupBy controls (even if a groupBy is set by Groovy), to disable the controls, to change GroupBy label and hide columns used for grouping.

PFUN-22344

A simple workflow (Draft, Active, Superseded) is available for Strategy Designer configurations.

PFUN-22372

Strategy Designer and Workflow Designer items have been removed from the External Applications menu.

PFUN-23325

New Formula Designer to help you design complex pricing Formula Types in an intuitive way and without coding.

PFUN-23792

The clicmanager.importlineitems can process inputs without input type. The imported input name of the line item is compared with the name of inputs generated by line item logic. If those names are equal, the input type is used from the calculation logic.

PFUN-18672

New Sales Compensation module events have been added: ITEM_UPDATE_COR, ITEM_APPROVED_CO. For consistency reasons, the event ITEM_UPDATE_CO has been renamed to ITEM _UPDATE_COR.

PFUN-18954

Context linking: Custom Forms support Approve, Reject and Withdraw actions in targetPageAction.

PFUN-19330, 19334

Context linking: Possibility to update line items in Quotes, Agreements/Promotions, Rebates, Compensation Plans.

PFUN-20418

Possibility to add My Actions, Document Quick Links, Compensation Plans portlets to dashboards or the Home page using Groovy API method api.newSystemPortlet(). My Actions, Document Quick Links portlets can now also be added on the Home Page configuration page.

PFUN-20613

Context linking: Products (sku) can be added to Price Lists or Live Price Grids using the targetPageItems parameter.

PFUN-20695

Context linking: Price Lists and Live Price Grid support the Recalculate action in targetPageAction.

PFUN-20696

Context linking: Possibility to display the Quote loss reason dialog when the action “Mark as lost” is triggered using the targetPageAddLostReason parameter.

PFUN-22058

Possibility to trigger search on the Feature Flags page using a URL parameter. Example: app/modules/#/administration/feature-flags?key=useReactFor

PFUN-22446

Context linking: The targetPageAction parameter now supports the "Duplicate" value for Quotes, Agreements/Promotions, Rebate Agreements and Compensation Plans.

PFUN-22703

New input types ConfigurationWizardPopup and CustomFromPopup are available. This allows the user to open and edit a Custom Form or Configuration Wizard within the context of a Quote, Rebate Agreement, Compensation Plan or Agreement/Promotion.

PFUN-22483

Possibility to hide buttons via JSON configuration for Quotes, Rebate Agreements, Agreements/Promotions, Compensation Plans, Models and Custom Forms.

PFUN-23361

Feature flags for hiding buttons in the UI (quoteButtonsConfiguration, contractButtonsConfiguration and rebateAgreementButtonsConfiguration flag groups) are now deprecated as they have been replaced by other functionality.

PFUN-23399

Improvement for download buttons added to the UI by Groovy methods downloadButton (Result Matrixes) and addDownloadButton (Dashboards): After clicking the button, a spinning wheel icon is displayed on the button before the actual downloading begins to inform the user that the action has been triggered successfully.

PFUN-23523

New Groovy API ConfiguratorTable parameters have been added: enableAddActions=false can hide all Add buttons and allowAdd=false in rowType definition can hide that row in Add button and disable the Duplicate button.

PFUN-23526

PRODUCTGROUP, CUSTOMERGROUP and SELLERGROUP inputs now add extra filters: user's productFilterCriteria, customerFilterCriteria or sellerFilterCriteria and also input-specific formula filter. These filters are not appended if you pick a list of items. Another change is that a selection by attribute now works differently. You can still select a cell with requested value but it is transformed into an advanced filter when you close the modal.

PFUN-23617

Added new internationalization endpoints to allow adding and deleting internationalization overridden messages: /i18nmanager.put, /i18nmanager.fetchWithExtraData, /i18nmanager.deleteKeys.

PFUN-23717

New event types ITEM_APPROVED_CGI and ITEM_DENIED_CGI have been added to allow you to work with Calculation Grid approval workflow events in your configuration.

PFUN-23743

New Groovy API methods to support preferences in Input Matrix and Configurator: withPreferenceName() added to InputMatrix and ConfiguratorTable input builders, getPreferenceName() added to ContextParameter.

PFUN-23904

New Groovy API methods to support advanced filters in Input Matrix and Configurator: Input builder setters for ConfiguratorTableInputBuilder and InputMatrixInputBuilder set/withEnableClientFilter(boolean) for simple filters and set/withEnableAdvancedFilter(boolean) for advanced filters. Also getters in ContextParameter with default values (if key does not exist) isEnableClientFilter() and isEnableAdvancedFilter().

PFUN-23906

Context linking: Possibility to link to a specific line item of Quotes, Rebate Agreements, Agreements/Promotions and Compensation Plans using the targetPageSelection parameter.

PFUN-23909

New REST API for deleting all the line items of a Quote, Rebate Agreement, Agreement/Promotion or Compensation Plan: clicmanager.removeallitems/${clic.typedId}

PFUN-24060

New user roles for Strategy Designer and Formula Designer have been introduced: View Strategy Designer, Edit Strategy Designer, Manage Strategy Designer, Manage Formula Designer, Edit Formula Designer and View Formula Designer.

PFUN-24158, 24246

Quotes, Agreements/Promotions, Rebates, Compensation Plans: ?ta=APPROVE is added to the URL when the document is successfully approved.

PFUN-24407

?ta=DEAL is added to the URL of a Quote when it is converted to deal.

PFUN-24408

Condition Records – Price records for which can be sent to ERP systems with reduced specific implementation per customer.

PFUN-15227

For Custom Form Types and Module Categories it is possible to define label translations for multiple languages both in singular and plural form for correct usage in different places in the app (e.g., plural in menu items, singular for action buttons).

PFUN-16516

Possibility to set in the User Settings the First day of the week for date pickers in the application. The default value depends on the selection in the Localization (display format) option. This setting applies only to the user, not the whole partition.

PFUN-22755

A warning dialog is displayed when you start a Configuration Wizard and try to leave the page without saving the changes.

PFUN-22758

Configuration Wizards or embedded Custom Forms can be opened in a dialog within the context of a Quote, Rebate Agreement, Compensation Plan, Agreement/Promotion.

PFUN-22987

View preferences can be set for input matrixes and configurator tables.

PFUN-23476

UX improvements on Pricefx login page to make sure it works fine on small screens of mobile devices.

PFUN-23518

Internationalization: Custom keys have been introduced to allow you to translate UI labels defined via Groovy API.

PFUN-23834

Input Matrix in all places now displays an alert if you try to leave the a page with unsaved data (only if noCellRefresh=true). Also all unsaved values in Input Matrix are highlighted. If you have noCellRefresh=false, changes in modal are saved only after you approve the modal.

PFUN-23907

Input Matrix UI changes: The Add button has been renamed to Add row. The Remove button has been moved from table header to selection context menu and renamed to Delete. The Duplicate button has been moved from frozen column to selection context menu.

PFUN-24044

Remove redundant radio buttons in the Data Load > Target table. Fix: Radio buttons removed except for sources of Calculation and Flush types and target of Calculation type.

PFUN-14366

Claims export shows user ID rather than name for created by and last update by.

PFUN-16439

Templates for Data Source not showing Company Parameter tables without attribute meta data.

PFUN-18695

Data Source: Sync Meta Data removes the Function column values from the Data Source. Fix: The backend was not respecting the business keys of extensions (PX/CX) on Sync Meta Data. The solution is to add business keys as field keys in the case of DataSource based on extensions.

PFUN-19940

Rebate Record Calculation task: Not possible to force data saving for Critical Alert causes, cannot do the same action like manually triggered save. Fixed the evaluation of calculation process in calculation jobs (RR, COR, CO).

PFUN-21640

API for ProductGroup/CustomerGroup completely ignores 'filterFormulaName' as well as user defined filter.

PFUN-21680

Calling api.getCalculableLineItemCollection from sandbox api erases inputs on line items.

PFUN-22136

The checkIn event sent to PlatformManager contains `unknown` location for some clusters. The reason is that the location is computed from a site-local IP address. Fix: Now the location is computed from the global IP address.

PFUN-22870

Error when adding multiple UserGroups in Dashboard Admin due to exceeding the 255 char limit. Fix: On PostgreSQL all `userGroup` entitlement DB fields can now store an unlimited number of characters.

PFUN-23159

When you create a new Seller in Seller Extensions and press Enter while being in the required numeric field formatted as percentage, runtime error occurs and crashes the app.

PFUN-23417

OTel: Missing query parameter in REST endpoint traces.

PFUN-23512

Quotes: Gauge column sorting in line item view does not work properly.

PFUN-23797

Live Price Grids: Mass Action dialog and date handling failure.

PFUN-23818

Header logic reset configurator data on Agreements & Promotions if the bottom docker is enabled.

PFUN-24141

Customer/product group picker doesn't display matching results while valid filter is selected. Fix: Preference in ProductGroup input could sometimes prevent loading a product which is fixed now.

PFUN-24204

Investigate for support user role cannot delete event log in Unity, unlike Classic UI. Fix: Investigate for Support role can modify or delete records in Events Log. Administer Users role by itself do not have access to Events Log and it cannot modify events if some other role just allow the access.

PFUN-24380

Analytics - Inconsistent behavior loading data into Data Source.

PFUN-24392

Pricefx Waterfall timing out with advanced filtering. Fix: Pagination for table of pasted values in Advanced Filter has been added.

PFUN-24434

Calculation Flow: Non-periodic job (non-draft) is deleted after "Run Now" and the shows as finished with error. Fix: The deployed Calculation Flow is not removed after being started manually.

PFUN-24441

In the ‘pricefx-config.xml' file, the configuration property 'binaryDataService.maxPartitionBinariesSize’ has been removed as it was not anymore making sense regarding our current infrastructure.

PFUN-24447

Concurrency issue in Apache Commons FileUtils.listFiles() causes PA Distributed Calculation DL to fail when loading results into PostgreSQL.

PFUN-24597

File upload exceeds its maximum permitted size of -589934592 bytes.

PFUN-24645

Backend sometimes fails to reconnect after a PA DB restart.

PFUN-24658

Wrong percentile values in query statistics and BoxPlots.

PFUN-24694

Quoting: Clicking the 'Copy all items to clipboard' button throws an error.

PFUN-24758