Publish draft framework

A draft framework is an isolated editing view of your organization’s active pricing framework. If your organization hasn’t set up a framework yet, you can create, edit, and publish your organization’s first framework. This depends on your role.

You can publish a framework only if its structure is valid. For more details, read Invalid framework structures.

Before you continue

When you publish a draft framework, the system deletes any existing pricing scenarios. This allows you and your team to create and view scenarios based on the same framework.

Who can do this

Tip

To avoid publishing conflicts, we recommend only one member views and performs the publishing process at a time.

Prerequisites

You must be familiar with frameworks and how they work.

Publish draft framework

To publish your organization’s first framework

1. Go to Pricing > Manage.

2. Select Publish Framework.

3. Confirm changes.

4. Select Publish Updates.

To publish an existing draft framework

1. Go to Active Pricing.

2. Select Edit > Edit Framework.

3. Select Publish Framework and correct any invalid framework structures.

4. Confirm changes, then select Final Review.

5. Review pricing updates, then select Final Review.

6. Perform a final review.

7. Select Publish Updates. This triggers the system to begin publishing your updates.

While the system publishes your updates, certain actions are disabled, and elements in Active Pricing update over time until all updates are complete. The system also deletes any existing pricing scenarios over time until all scenarios are deleted.

Confirm changes

Select the Framework Changes and Scope Changes tabs to review changes for your framework’s structure and scopes respectively.

• Framework Changes—Displays a visual comparison of your current and new frameworks’ structures. If you’re publishing your organization’s first framework, Zilliant doesn’t display a current framework to compare to.

• Scope Changes—Displays a tabular comparison of your current and new frameworks’ scopes. If you’re publishing your organization’s first framework, the cells for a current framework’s scopes are empty.

If you’re publishing your organization’s first framework, select Publish Updates to publish. Otherwise, select Pricing Updates to proceed. This identifies your new framework in progress as an “updated framework.”

Review pricing updates

In this step, select each tab to review how your confirmed changes affect your pricing, and manage records as needed.

In the tab for your cost or price table, you can import cost or price records.

In the tab for each of your adjustment groups and calculation tables, you can use scenario functionality, such as manage adjustments and override prices. For more details, read Edit scenario.

Perform a final review

Select each tab to review the following changes and updates:

• Changes to your framework’s structure

• Changes to your framework’s scopes

• Any resultant updates to costs or prices based on the above changes

• Changes to your framework’s adjustment usage rules

• Any resultant updates to calculated prices based on the above changes and updates

• Any resultant updates to price overrides based on the above changes and updates