How to Navigate on the Pricing Rules Page in Xvantage for Associates

Overview:

This article provides guidance on how to effectively explore and utilize the Pricing Rules page within X4A. The page enables you to create and save personalized views, implement multi-criteria filters, and switch between different rule types—accelerating the process of validating, troubleshooting, and overseeing pricing configurations.

Subtopic 1: Accessing the Pricing Rules page in X4A

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates (X4A) and open it.

3. Within X4A, hover over the left navigation menu and click Revenue, then select Pricing Rules.

Subtopic 2: Creating a new view in Pricing Rules

Process:

1. In the Pricing Rules section, move your cursor to the left side of the display. Find the downward arrow icon, positioned just above the Export button.

2. Click the downward arrow icon. Then, select +Create new view.

   • Alternatively, press the Edit View button located next to Export.

3. A panel will show up on the right side. Choose a type of rule to search for and select the data that can be included in a new view.

4. Next, organize the columns by moving them (drag upward or downward to arrange the order) to match your desired layout.

5. Finally, assign a name to the newly created view and set its access permissions (only me, pricing team, business users, or all).

Subtopic 3: Generating new schedule reports

Process:

1. In the Pricing Rules section, click on the Scheduled Reports tab.

2. Create a new scheduled report, then:

   • Nominate a report name

   • Choose frequency in which the email would be sent

   • Specify who would be receiving the report via email

Subtopic 4: Switching rules types in Pricing Rules

Process:

1. In the Pricing Rules section, you can toggle between different rule types by selecting any of the following tiles:

   • Customer/Product - Applies to a specific customer and product, this is one of the most detailed pricing rules.

   • Segment/Product - Applies to a customer segment and a specific product, also a detailed pricing rule.

   • Customer/VLP - Applies to a specific customer and vendor (e.g. Lenovo). If no more detailed rule exists, GPE uses this one to

     calculate pricing.

   • Segment/VLP - Applies to a customer segment (like Government) and a specific vendor.

2. Once clicked, the page automatically refreshes accordingly.

Subtopic 5: Applying filters in Pricing Rules

Process:

1. In the Pricing Rules section, locate the filters under the rule types.

2. Select any of the filters below based on your requirements:

   • Customer

   • Product

   • Activation Date

   • Expiration Date

   • More filters - click this button to choose more filters

3. To discard the filters you selected, click on Clear filters.

Subtopic 6: Extra features to customize your view

Process:

1. In the Pricing Rules section, reload the dataset to ensure you’re viewing the most up-to-date rules (important if your previous search/export was an hour or more old)

2. At the bottom of the page, modify the number of item rows shown at one time.

Subtopic 7: Downloading a Pricing Rules report

Process:

1. In the Pricing Rules section, generate a report by clicking on the Export button.

2. From the dropdown options, choose Export view.

3. You’ll receive an email notification with the file once it’s ready.