Submit a Live Price Grid for Approval
After the Live Price Grid (LPG) is completed with all the changes, you can submit it for approval. Several workflows can be defined for approvals based on your business requirements. Note that these steps strictly depend on your business role and allocated permissions. For learning purposes, we assume that you have the permission to approve an LPG.
In this section we will show you a step-by-step process to sucessfully approve a newly created or modified LPG. Follow the steps below and make sure to check out the screenshots to see where you are in the process.
All our how-to guides and video tutorials contain screenshot of our demo system and the information that you see will differ depending on your organizational configuration and the version of Pricefx software that you are running.
How To Submit a Live Price Grid (LPG) for Approval
Under the main menu, open the Price Setting > Live Price Grids folders.
Select and click the LPG to be approved.
Select the record you updated.
Click on the Submit green arrow at the end of the record (right side) or click on the Submit icon located at the bottom of the window. Note that the approval workflows will be defined in the Company Parameters section based on your business requirements.
The system will display a confirmation message that your item was submitted.
Note that for your selected record, the approve/deny symbols are no longer available.
Depending on your user role and permissions, you may receive an email/message to confirm the approval.
To review the final approved results, select your record.
Click on the symbol under the Calculation Results tab, on the right side of the table. The system will display three columns of information with the last calculations (Calculation Results), the currently approved results (Active), and the previously approved results (Previous).
10. You can now see the result of your approved records in the main LPG list.