Redwood: Use Pricing Administration's New Landing Page
Use Pricing Administration's redesigned landing page as the starting point to manage your pricing rules. Get a summary of your price lists and modify the page to meet your needs.
Realize these benefits:
- Use a personalized, intuitive experience to manage price lists across business units.
- Navigate quickly to important tasks through the Price Lists, Discount Lists, Pricing Promotions, Cost Lists, and Price Books tabs.
- Customize the landing page to efficiently do tasks the way you like to do them.
To get started, go to Home Page > Order Management > Pricing Administration, click All Business Units, then select your business unit to filter your price lists. If you have access to more than one business unit, then the page displays price lists for all business units:
Price Lists
Click Price Lists to get details:
- View price lists for each business unit or all business units that you can access.
- Search for a price list or filter them according to currency, an item, or status.
- View details, such as the Name, Descriptions, Currency, Start Date, End Date, and Status.
- Click a price list to examine details.
- Sort price lists.
Approvals
if you enable the Redwood: Set Up Approval Flows for Price Lists feature, then you can click the Approvals tab:
For more, see Redwood: Set Up Approval Flows for Price Lists.
Actions
Click View All Actions in the Actions section to quickly go to a task:
You can do a variety of tasks, such as manage pricing strategies, shipping charge lists, or algorithms:
- View up to 3 tasks directly on the landing page.
- If you have access to more than 3 tasks, then click View all actions.
- Click the pin to pin a link directly on the landing page.
Guided Journey
Use a guided journey to display useful details, such as policy documents, offers, and FAQs that can help you manage your pricing:
Steps to Enable
Go to the Setup and Maintenance work area, then use the Manage Administrator Profile Values task to enable these profile options:
Set these profile options to Yes to view the tabs in the landing page:
- Redwood Page for Pricing Administration Landing Enabled
- Redwood Page for Price Lists Enabled
- Redwood Page for Discount Lists Enabled
- Redwood Page for Cost List Enabled
Opt in to the Redwood: Create Price Books to Price Sales Orders feature so you can see the Price Books tab.
Tips And Considerations
- Don't use Edit Page Layout. It's for a future release.
- Your data security rules determine what you can see on the landing page.
Key Resources
Access Requirements
Users who are assigned a configured job role that contains these privileges can access this feature:
- Manage Pricing Administration Work Area (QP_MANAGE_PRICING_ADMINISTRATION_WORKAREA). This privilege was available before this update.
- Edit Pricing Administration's Landing Page (QP_EDIT_PRICING_ADMIN_LANDING_PAGE). These new privilege is available starting in this update.