Agreements & Promotions Types | Pricefx Knowledge Base

With Agreements & Promotions Types you can speed up the process of creating a new Agreement/Promotion. An Agreements & Promotions Type is a template that specifies the header, Condition Type filtering and workflow logics and the JSON configuration for dynamic tabs. You can define several Agreements & Promotions Types and then quickly create Agreements/Promotions based on these types.

Create an Agreements & Promotions Type

Go to Agreements & Promotions > Agreements & Promotions Types and click Add Agreements & Promotions Type.
On the General tab:
1. Give the new type a name, which must be unique. Note that Agreements & Promotions Types cannot be renamed once they are created – you can only change their label.
2. Optionally, define a label. The label must be unique and it also cannot be the same as an already existing Agreements & Promotions Type label. The label can be changed anytime.
  If an Agreements & Promotions Type has a label, it will be displayed on the Agreements & Promotions list and detail pages instead of the name.
3. Select the desired header logic and a filtering logic that will offer only some Condition Types for the user to select from when creating a new Agreement/Promotion.
4. Select Agreement & Promotion workflow and creation workflow logics. The drop-down lists contain only active logics. If no logic is selected, the default one will be used (in case of workflow logics it’s the valid and active logic with the 'Valid After' date closest to today).
5. You can limit which Agreements & Promotions Types the user will see when creating a new Agreement/Promotion by adding a user group in the User Group (View Details) column. Similarly, you can determine which users will be able to edit an Agreements & Promotions Type. Remember that certain rules apply to the combinations of user group entitlement settings.
On the Advanced tab, you can define the structure of the Agreement/Promotion in JSON format. Specify how many tabs and what types of tabs the Agreement/Promotion will have. The editor will allow you to save a configuration containing only supported tabs. See the Knowledge Base article Detail Page Layout and Dynamic Tabs for details.
Click Create.

Edit an Agreements & Promotions Type

To edit an existing Agreements & Promotions Type, select it on the list page and click the Edit button.

You can modify all properties defined during creation, except the name. You can also specify whether Agreements/Promotions should be recalculated when line items are added or imported.

Recalculate when adding items – If enabled, adding products doesn’t trigger full Agreement/Promotion recalculation. The Agreement/Promotion is recalculated only after the Recalculate button is clicked.
Recalculate when importing items – If enabled, importing products doesn’t trigger full Agreement/Promotion recalculation. The Agreement/Promotion is recalculated only after the Recalculate button is clicked.

Create an Agreement/Promotion Based on an Agreements & Promotions Type

When Agreements & Promotions Types are defined, you can start creating Agreements/Promotions based on these types.

Go to the Agreements & Promotions page and click the New Agreement & Promotion button.
If there is more than one Agreements & Promotions Type defined, a drop-down list with available types appears on the first click.
Select the desired type.
Start editing your new Agreement/Promotion.

check mark If you want to know on which Agreements & Promotions Type an Agreement/Promotion is based, you can see it in the Agreements & Promotions Type column on the Agreements & Promotions list page or in the Agreement/Promotion detail view on the Details panel of the Items tab.