This is the documentation for Clover Club 12.0.
Documentation for the upcoming version Rampur 13.0 can be found here.
Bee's Knees 10.0
This document summarizes major improvements and fixes introduced in the Pricefx Unity release version.
Version | Unity Bee’s Knees 10.0.0 |
Release Date | January 29, 2023 |
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 does not support interceptors. If your implementation contains interceptors, use Chrome or MS Edge.
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 Bee’s Knees 10.0.0.
Other Supported Components
Highcharts and Highmaps used in charts/dashboards: version 10.3.1
Upgrade Troubleshooting
If you experience any functionality issues after upgrading to Bee’s Knees 10.0, see the troubleshooting section that provides solutions to reported problems:
Note: When upgrading to version 10.0 from version 9.3 or lower, the migration script executes the resaveFormulas
command by default. This command does not change the logic or the Last Update Name but it sets the Last Update Date to the time of the execution.
The Main Features Since the Last Public Release
Since the last major public release, Hurricane 9.0, the following major new features have been introduced:
Price List impact simulations – Assess the business impact of the assumed updates of list prices, involving all elements of the price waterfall.
Flexible calculation grid – Mass-manage supplier costs, promotions, products, customers and other data. Processing and calculation w/o tying to SKUs.
Promotion calendar – Manage and view your upcoming promotions, markdowns, and rebates for the next period in a single view.
Quote reasons – Track reasons behind lost deals as part of Quote details.
Contextual actions – Create buttons, links and actions to speed up workflows and pass contextual data across the application.
Notifications – Define and get notifications for asynchronous actions (e.g., calculation, export, workflow results).
Integration with SAP – Leverage SAP Integration Suite (BTP) to integrate Pricefx with SAP S/4HANA through a new Pricefx SAP Integration Adapter.
Visual configuration – Visually design and configure basic and advanced pricing strategies and deploy them without coding (pre-release).
New Bee’s Knees Features
Dashboards
Description | ID |
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The asynchronous download is applied when exporting individual portlets to XLSX. | PFUN-13425, 17352 |
Promotion calendar – Manage and view your upcoming promotions, markdowns, and rebates for the next period in a single view. | PFUN-14613 |
Analytics
Description | ID |
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Distributed calculation can be configured also in the Unity UI. Logics for distributed calculations can be created in Logics > Analytics Calculations. | PFUN-11437, 16741 |
Asynchronous download of data to Excel (XLSX, CSV) is applied when downloading Analytics data tables. | PFUN-13925, 16659, 17371 |
Improved message informing users that a Data Load cannot be run because the previous Data Load job is still running. | PFUN-17134 |
In the Analytics module data tables (except for Data Loads), the Export button remains active after starting an asynchronous download enabling you to do some data filtering and click the Export button again to download another file. | PFUN-17724 |
Price Setting
Description | ID |
---|---|
The setting in Price List Default Logics (Configuration > Defaults for Price Lists and LPGs) is applied also to Live Price Grids. If you use this feature in your configuration, add all the used LPG logics to the list. | PFUN-17897 |
Calculation Grids for managing large data not tied to SKU are available inside the Price Setting module. | PFUN-14792 |
Quoting
Description | ID |
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Quote reasons – Select a predefined reason and add a comment on why a particular offer has been lost. Track and analyze the collected data. | PFUN-11081 |
Optimization
Description | ID |
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View preferences can be saved for dashboards in Model Classes. | PFUN-13033 |
You can set a boundary for List Price change in PW Accelerator. | PFUN-15024, 16820 |
Product recommendation is supported in Model Classes. | PFUN-16069 |
Price List / Live Price Grid impact simulation – A visual impact assessment tool that allows Pricing Managers to use updated list prices to simulate the potential impact of the new prices on their business. | PFUN-16348 |
Segment optimization: For Margin% target type, if the score is 0, the target percentile will be minimally 50, even if the floor user input is lower than 50. With the same logic, maximum target value of 50 applies to Discount% type. | PFUN-16485 |
PO AI Accelerator: Possibility to set a boundary for list price change for specific Price List to be able to properly steer the change of list price and adjust the price waterfall. | PFUN-16820 |
Drop-down lists with selectable values are available for inputs on PO AI Accelerator’s Evaluation tab. | PFUN-17028 |
Element timeouts are ignored in Analytics Distributed Calc and Model Object Calc (it was already the case for Analytics Calc and DMM Calc). Element timeouts are ignored, for all those calc, in Analytics operations (loadTable, dataloader, etc.). As always, this does not apply to libraries timeouts! | PFUN-17810 |
Agreements & Promotions
Description | ID |
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With the new Agreements & Promotions Types you can speed up the process of creating new Agreements/Promotions. An Agreement & Promotion Type is a template that specifies the header, Condition Type filtering and workflow logics and the JSON configuration for dynamic tabs. | PFUN-14087 |
Default logic can be set in Agreements & Promotions - Condition Types filter logic. | PFUN-17124 |
Agreements & Promotions user roles have been provided with the permissions to work with A&P Types. In addition, the "Manage Price Records and Condition Types" user role has been renamed to "Manage A&P Module" to better reflect its scope (its code name is still CM_CONTRACTMANAGER). | PFUN-17150 |
Sales Compensations
Description | ID |
---|---|
Electronic signing via DocuSign is available for Compensation Plans. | PFUN-15845 |
The parent logic functionality (logic elements are inherited by the child logic) is available for Sales Compensation logics. | PFUN-17181 |
Master Data
Description | ID |
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Asynchronous download is available for exporting the Sellers data table to Excel. | PFUN-15179 |
Tables
Description | ID |
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Grouping data by column values is available in Customer and Product pickers. | PFUN-15246 |
Charts
Description | ID |
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Asynchronous download is applied when downloading charts' Data tab to an Excel file. | PFUN-8175, 17352 |
Highcharts: The boost module is enabled by default and the triggering threshold can be set in Configuration > General Chart Settings. Applies only to chart types that support the boost module. | PFUN-15558 |
Administration
Description | ID |
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On cloud-based Kubernetes clusters, an aggregated log viewer powered by Grafana Loki is available. Besides filtering and searching, it enables you to view log history for the last 30 days. | PFUN-17523 |
Configuration
Description | ID |
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You can now define the size of user input element using the | PFUN-8599 |
Asynchronous data upload is available with the | PFUN-14638 |
The following feature flags have been implemented for React detail pages: rebateAgreementInput.idField, rebateAgreementInput.valueField, customLogoutURL, useCustomLogoutURL, | PFUN-14672 |
The clicmanager.calculate (React) endpoint returns info when a folder is added, renamed or deleted or an input or output is added or updated from header logic. | PFUN-15624 |
The new API endpoint | PFUN-15786 |
A basic set of intercepted methods for Sales Compensations has been added. | PFUN-16239 |
The | PFUN-16763 |
The two API endpoints | PFUN-16879 |
Generated javascript documentation for interceptor methods and the available APIs is now available at: https://developer.pricefx.eu/internal/javascriptdoc/develop/ | PFUN-16933 |
Groovy API: Two new methods | PFUN-17287 |
Added bulk load support for COAR data type. It is now possible to use it with | PFUN-17298 |
General
Description | ID |
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Quotes, Agreements/Promotions, Rebate Agreements, Compensation Plans: Customers and products selected in the header input parameters will be displayed as placeholders in the Customer/Product inputs on line-item/folder level on the Items tab. | PFUN-11140 |
Quote, Rebate and Compensation Types can now be assigned a label that will be used instead of unique name on Quote, Rebate Agreement and Compensation Plan list and detail pages allowing more flexibility for users - unlike unique name, a label can be renamed anytime. This means that the default type’s name (uniqueName) cannot be modified anymore and it will always have the value __DEFAULT__ (Default). | PFUN-12140 |
The Documents tab is supported as configurable tab in React detail. | PFUN-12904 |
New app notifications – Define and get notifications for asynchronous actions (e.g., calculation, export, workflow results). | PFUN-13535 |
Context linking – Buttons, actions and links can be configured to pass contextual data (e.g., customerID, SKUs, etc.) to other parts of the app. | PFUN-14870 |
Products or Product groups selected on the Rebate Agreement or Compensation Plan header tab are displayed in the new Product(s) column on the Rebate Agreements / Compensation Plans list page. They are also displayed in Rebate and Compensation Records. | PFUN-16398 |
External Applications item has been added to the Module menu. It will list external apps defined in Advanced Configuration Options. The menu is visible only to users with a specific business role. | PFUN-15610, 16294 |
You can display a button for switching to the React version of Quoting, Agreements & Promotions or Rebates for users that still use the old Ember UI. | PFUN-15650 |
Quotes, Rebate Agreements, Agreements/Promotions, Compensation Plans: Input fields on the Header tab are organized in a more user friendly way, saving space on the screen. | PFUN-15998 |
Products or Product groups selected on the Rebate Agreement or Compensation Plan header tab are displayed in the new Product(s) column on the Rebate Agreements / Compensation Plans list page. They are also displayed in Rebate and Compensation Records. | PFUN-16398 |
Quotes, Rebate Agreements, Agreements/Promotions, Compensation Plans: For better orientation, collapsible input sections have now gray background and their beginning and end are highlighted with a horizontal line. | PFUN-16758 |
When the user tries to access a restricted page, the displayed dialog informing about the restriction now has a Home button that takes the user to the home page (rootPage). | PFUN-16813 |
When creating a new Quote, Rebate Agreement, Compensation Plan or Agreement/Promotion the drop-down list with available Types is sorted alphabetically for easier orientation. | PFUN-16929 |
Asynchronous download is applied when exporting ResultMatrix to Excel. | PFUN-17352 |
Bug Fixes
Description | ID |
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Unity calls accountmanager.fetchusers but should call workflowdelegationmanager.fetchusers to obtain users. | PFUN-10181 |
SAML Metadata file ACS URL doesn't contain trailing slash. | PFUN-10219 |
Quick filters: If users want to search based on multiple conditions, they have to wait until the first condition finishes to jump to next field to enter value to search. | PFUN-12435 |
JST history is not available in UNITY (CFS, PL, LPG, SIM, CL, Import/Export/Archive, R-Calculations, SC-Calculations and Q/CT MassUpdate). | PFUN-12763 |
Waterfall chart: Exporting XLS with incorrect column header for auto-calculated adjustment point. | PFUN-12798 |
LPG dynamic filter is nor removing hard-deleted SKUs from matrix LPG. | PFUN-13857 |
Rebate Agreements (React): Duplicated values are shown in drop-down list when user types a search string. | PFUN-14126 |
Product Extensions: After changing the label of the SKU column, the new label cannot be used in api.find (exception thrown). | PFUN-14348 |
Multi-tier user input is saved even if it is only partially filled in. | PFUN-14724 |
Calculation time (delta) is not displayed correctly in JST in Unity for calculations over 1d. | PFUN-15124 |
Interceptors: When the methods quotesListPreferencesLoad / contractsListPreferencesLoad / rebateAgreementsListPreferencesLoad are activated, preferences are not available in the Show Table Settings menu. | PFUN-15262 |
Analytics to Price Setting mapping: Only Data Sources are selectable for mapping in Unity. | PFUN-15606 |
Analytics: Advanced Filter equals operator is case sensitive (affects fields that are marked as key in DS/DM). | PFUN-15613 |
LPG: Item with null result price should not be auto approved. | PFUN-15647 |
User with Investigate for Support user role can create new users and assign roles to them. | PFUN-15906 |
It is impossible to log in after password change in AWS clusters. | PFUN-15960 |
Interceptors: Missing read-only context for Agreements/Promotions. | PFUN-16246 |
JobTracking: Error on "Initiating Calculation" status filter. | PFUN-16345 |
Issue with selection of grouped Boolean inputs in Quote line items. | PFUN-16352 |
Sales Compensations: No value displays under Calculation Context of Job/Task Tracking. | PFUN-16417 |
Datamart export query performance in Godfather due to ccy DS join. | PFUN-16419 |
Custom Forms list: Dynamic button label is not displayed in app embedded in Salesforce. | PFUN-16539 |
Data Change Request list: Workflow Status field (also other fields) is not updated when you e.g. Submit DCR in detail. | PFUN-16603 |
Groovy methods dmCtx.streamQuery() and dmCtx.consumeData() lack throttling. | PFUN-16613 |
Import to PX doesn't not work when importing records in Excel containing the thousand separator in numeric columns. | PFUN-16631 |
Interceptors configuration: When filtering methods, the contractsDetailOpen method is listed several times. | PFUN-16833 |
UI (React): Submit button is active after recalculation even if there is a critical alert on line item. | PFUN-16904 |
PO AI accelerator: User is unable to change mapping from the default setting if there is no segmentation model corresponding to the product group and customer group. | PFUN-16934 |
Dashboards: When trying to edit a waterfall or waterfall comparison chart, the default waterfall / waterfall comparison chart is opened in Chart Settings instead of the actual chart. | PFUN-17011 |
Waterfall / waterfall comparison charts: The calculation formula of the previous waterfall element is changed when editing the current element. | PFUN-17043 |
Switching between dashboard that share the same configurator makes the second dashboard load indefinitely. | PFUN-17113 |
Error without any details is displayed when user without View Rollups role tries to access a chart where the data source is a rollup. | PFUN-17155 |
Customer Insights Global View dashboard does not work properly on Firefox. | PFUN-17266 |
Label translation defined in Datamart is not applied to chart in dashboard. | PFUN-17289 |
Quoting, Agreements&Promotions, Rebates, Sales Compensations: User that has no user group assigned can see and use user-group-restricted header type. | PFUN-17292 |
The userGroupViewDetails column in Agreement & Promotion, Rebate Agreement, Compensation and Custom Form Types has an incorrect label “User Group (View Detail)” instead of the correct “User Group (Can Use)”. | PFUN-17293 |
Rebate Agreements, Compensation Plans: Asynchronous mode is not applied when adding a line item. | PFUN-17334 |
It is not possible to drag and drop filters in Mass Actions configuration dialog. | PFUN-17336 |
When a product is added to Quote, refreshing the page or recalculation is necessary to display all the line items generated by header logic. | PFUN-17337 |
Scheduled Data Load: The pre-selected default value “1” is highlighted as missing required input. Also, the value “0” (for a non-repeating job) is incorrectly not allowed by the validator in the UI. | PFUN-17338 |
Error is thrown when grouping by in the "My Pending Creation Workflows" portlet. | PFUN-17355 |
NullPointerException when trying to delete some Custom Forms from listing table. | PFUN-17434 |
Quotes, Agreements/Promotions, Rebate Agreements, Compensation Plans: The content of the Notes tab is not copied to duplicated document. | PFUN-17452 |
Analytics: datamartContex.consumeDate should not to allow nested queries. | PFUN-17458 |
Upload to Data Source: The number of duplicates shows as 0. | PFUN-17459 |
Logic inheritance: Newly created logic is selectable as parent logic only after application refresh/relogin. | PFUN-17482 |
Workflow email links do not work for revised rebateAgreements with RelayState parameter targetPageState. | PFUN-17545 |
Adjust clicmanager.validation response to detect folders. | PFUN-17593 |
Charts: Error is thrown when changing the chart type and then opening a waterfall chart. | PFUN-17664 |
Rebates: Wrong URL link on button View Rebate Agreement in the message template (leads to Compensation Plans). | PFUN-17761 |
Remove useless “type” parameter sent by the frontend when requesting product recommendation via recommendations.recommend API endpoint. | PFUN-17771 |
MO: ModelContext.evaluate transforms results to String. | PFUN-17816 |
Duplicating a Rebate Record with Rank greater then 0 sets the Rank of the newly copied RR to 0. | PFUN-17904 |
Price List / LPG: The first table row is missing in exported PDF. | PFUN-17958 |
Data Change Request: Tooltip with old value is not shown in Unity when hovering over fields. | PFUN-17959 |
Unable to save product image (image flag not set to true because of postgres_HibernateOverrides). | PFUN-17999 |
Model Object: Parallel calculation items do not get copied if a sequence is partially recalculated. | PFUN-18098 |
Price Setting: When assigning PL/LPG/MPL to customer, customers are not pre-filled when editing customer assignment with multiple customers. | PFUN-18145 |
Advanced Filter: Crash after drag&drop when filter contains a custom date. | PFUN-18149 |
Model Objects: Traces are not accessible when testing a model_evaluation formula. | PFUN-18236 |
Model Objects: If you use a configurator inside another configurator, in dashboard or configurator tab, the frontend will call the wrong endpoint and things will fail. | PFUN-18257 |
Configurators: Input in multitier user entry is refreshed even though noRefresh is true. | PFUN-18303 |
Administration > Configuration: Changes are not saved if the Save button is under the three-dots icon due to limited space on screen. | PFUN-18354 |
Hot Fixes
The following hot fixes have been released for the 10.0 version:
10.0.1 PR
Description | ID |
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In an LPG header, fields overlap and are not displayed properly. | PFUN-18603 |
10.0.2 PR
The 10.0.2 hotfix was not publicly released. All 10.0.2 items are included in the 10.0.3 hotfix.
10.0.3 PR
Description | ID |
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Distributed calculation JobControl has improved retry behavior. | PFUN-18643 |
There are missing completions on Kubernetes worker jobs. | PFUN-18650 |
In Model Objects, a previously failed item is not recalculated when not in the CREATED state. | PFUN-18669 |
10.0.4 PR
Description | ID |
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LPG: Custom Mass Action not working with formula parameter (input). | PFUN-18795 |
Revert change in API that prevents modification of Inputs in some corner cases. | PFUN-18808 |
Analytics: Do not exclude key fields from dim-caching in IndexMaintenanceTask. | PFUN-18810 |
Interceptor - RQC DetailNewCheck return cannot stop running action. | PFUN-18824 |
Reinstate dropped "-add-opens java.base/java.lang=ALL-UNNAMED" JVM param. | PFUN-18955 |