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Megan Stanage (Unlicensed)

Megan Stanage (Unlicensed)

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When you click Edit, the Calculation Fields pop-up window also opens to the right of the Edit Calculation Type pop-up window.

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The fields are grouped by their type. Click New Calculation Field to edit a field.

When a field (grid column) is added (or edited), several configurations impact how the field displays and/or calculates.


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titleGeneral

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FIELDDESCRIPTION
Name
Calculation Price List Display
Enter the calculation field name.
Description
Detailed description.
Enter a detailed description.
Field Type

Select a field type:

  • Fixed: Fixed fields stick to the left side of the Pricing Matrix and will not scroll left to right. Options are Attributes, Hierarchies, or Fields of type STRING.

  • Comments: A special field for longer messages for a row of the Pricing Matrix.

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  • Informational: Informational fields stick to the left side of the Pricing Matrix but will scroll left to right. Options are Attributes, Hierarchies, or Fields of type STRING.

  • Promotion: A special column for seeding a column in a related Promotion Matrix. When you select this option, you are prompted to select the related promotion type.
     
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    If that promotion type requires volume breaks, you are prompted for a default low and high volume break. 

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  • Root: Root fields operate the same as calculation fields, and exist as an option if you want to specify the starting point of a calculation. They are not required for calculations to work. 

  • Calculation: Calculation fields have numeric types. They can be calculated, constants, lookups, or inputs. 

    Selecting Calculation enables the Constant Type field. This field is optional; it is only required to pull in a constant. 

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    Expand
    titleConstant Type Options

    Field: Pulls a value directly off of the customer or item master. 

    Fixed: Prompts you for a fixed constant value.

    Lookup: Pulls a value from a configured lookup type. You are prompted for the lookup type to use, the lookup field on the selected type to pull into the column, and the default value to use if no lookup type is available for the given pricing matrix row.

    Current: Upon release, the values from a price change set are saved to the price list. Current fields pull the specified field from the price list into the pricing matrix for the date that lines up with the target effective date of the price change set. (These are useful in combination with conditional formatting to quickly see where prices/margins have changed drastically from prior values.)

    Attribute: Pulls an attribute that relates to the given row. Options are attributes with numeric data types. 


  • Dropdown: Selecting Dropdown triggers a prompt for a lookup type and lookup field. Use these to offer a drop-down list of values in each pricing matrix row. (These are useful with conditional calculations or comparing different scenarios.)

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  • Volume: Allows you to look up volume from the sales volume history table. Sales volume history can be passed in with a few different key fields included

    Selecting Volume triggers a prompt for more information:

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    Expand
    titleVolume Fields
    • Volume Trading Partner Null: Enable to select only sales volume history records where trading partner is NULL.

    • Volume Trading Partner Item Null: Enable to select only sales volume history records where item master is NULL.

    • Volume Category Null: Enable to select only sales volume history records where category is NULL.

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      titleNote

      If all three are set to OFF, the system only pulls records that have all three key fields filled.


    • Volume Category: The attribute value to look for in the sales volume history table's Category column.

    • Related Field: There are eight Quantity fields available for each sales volume history record. These can be pre-aggregated values from a data warehouse or other data source, or be different quantities (non-aggregated). The selected field is the one pulled into the pricing matrix for calculations.

    • Aggregated: When enabled, you are prompted for additional information:
       
      • Aggregation Operator: SUM, AVG, MIN, MAX, COUNT 
      • Aggregation Time Length: The length of time needed for aggregation (number of aggregation time units to pull).
      • Aggregation Time Unit: DAY, WEEK, MONTH, YEAR 
      • Aggregation Offset Length: How far forward/backward to look for data (number of aggregation offset units).
      • Aggregation Offset Unit: DAY, WEEK, MONTH, YEAR 


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    titleNote

    The Volume option is only available in the 2.3 release.


Round Result

The Root, Calculation, and Volume fields give you the option to round the result to a specific precision.

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Output Type

The Promotion, Root, and Calculation fields give you the option to display them as Currency or Percent.

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Price List Display

Controls whether the field is visible on the grid after being released.

Include in Change Set XML

Controls whether the field is included in price change set XML.

Info
titleNote

Minimizing the columns passed outbound during a workflow channel can greatly improve integration performance to outbound systems. 


Show/HideControls whether the field is
visible
shown/hidden on the
grid
pricing matrix.
Include in Change Set XMLControls whether the field is included in change set XML.
Default StateIf Show/Hide is enabled, this controls whether the column initially displays shown or hidden. 



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titleAssociated Roles

The Associated Roles section allows you to configure which user roles can view a calculation field.

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titleDefault Behavior

The Default Behavior section allows you to configure a calculation field category and user functions.

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titleCalculation Field Category

Calculation field categories control visual formatting (color, font, etc.). Specifying a calculation field category here controls the default color/font of a calculation field.

Click Calculation Field Category List to open the Calculation Field Category List pop-up window.

 


Click + to add a record. Click Edit to edit a record.

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You can configure a name, description, and several formatting options. These calculation field categories will then be available to apply to specific calculation fields.


Beyond the default behavior, conditional formatting can be specified. Click Conditional Formats to open the Conditional Formats pop-up window displaying conditional formats for the current calculation field.

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The Reference Calculation Field specifies which calculation field to look at for formatting decisions (the current field may be formatted based on the value of a different field).

If the value of the reference field is within the configured range, the specified calculation field category will be used for field formatting.


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titleUser Functions

The User Functions field is only visible if a constant type is not specified (the field is based on a calculation, not a constant value.)

Select a user function to view the fields to be used as a parameter(s) for the calculation.

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User functions are the definition of a calculation. Individual parameters pass the appropriate values for the current calculation field into the calculation.



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titleReaction Behaviors

The Reaction Behaviors section allows you to override how a field is calculated.

The user function set in the Default Behavior section is the default calculation for a field.

Use the Reaction Calculation Field field to select a different field on the grid to monitor.

If that field is changed, the specified user function is used for the current field (with the specified parameters).

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titleConditional Calculations

The Conditional Calculations section allows you to configure conditional calculations when required.

If the configured conditions are met, a different user function can be used (with the specified parameters).

In the General section of the Edit Condition Criteria pop-up window, configure the user function to execute and the parameters to use when the condition(s) are met.

The Preview section displays a preview of what the function will look like.

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Once the General section is set up, the Edit Condition Criteria section appears to allow condition configuration.

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FIELDDESCRIPTION
Criteria TypeSelect INCLUDING or EXCLUDING.
Reference Calculation FieldThe grid field to look at for comparison.
Null ConditionIf enabled, Value Min and Value Max are removed, and the condition is only applicable if the Reference Calculation Field is NULL or has no value.
Value Min/Value MaxRange of values to include/exclude in the condition.


Added criteria displays in the Condition Criteria section:

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