This activity is used to create a sales rule formula for use in the configuration sales rules. A sales rule formula allows you to define a mathematical expression or an alphanumeric expression using configuration values, values and operators to create a value used during sales rules evaluation.
The formula is comprised of elements. Each element represents one piece of the mathematical expression that makes up the formula. Elements are defined by their item type. Possible item types are displayed below.
|
Item Type |
Description |
|
Operator |
An mathematical operator, including the following values: + Plus, - Minus, / Divide, * Multiply, ( Open Paranthesis, ) Close Paranthesis and , Comma. |
|
Function |
A common SQL function used for operations, for example, ROUND, a function to round the value of an expression. Different functions are available depending on the formula type. |
|
Value |
A constant entered into the formula (e.g., 50). |
|
Char Value |
The value of a configuration characteristic, from the configuration of the evaluated part. |
|
Char Quantity |
The value of a configuration characteristic quantity, from the configuration of the evaluated part. |
|
Formula |
Other formulas defined for the configuration family can be used within a formula. The return value for the selected formula will be used in the calculation. |
|
Order Info |
Different order information from sales quotation or customer order can be used as a value for the formula, (e.g., sales quantity). |
By placing elements in a sequence, a formula is created to calculate a numeric value to be used as a value to be presented in the configuration or in another sales rule. For example, the formula to round a entered value for height of a door defined as [ROUND (HEIGHT / 50) * 50] would be expressed as 8 elements:
| Function | ROUND |
| Operator | ( Open Parantesis |
| Char Value | HEIGHT |
| Operator | / Division |
| Value | 50 |
| Operator | ) Close Parantesis |
| Operator | * Multiply |
| Value | 50 |
To create a new sales rule formula first create a new record with information about the formula. The chosen configuration family defines the set of configuration characteristics that can be used within formula. The created sales rule formula will be in status Planned, indicating it is not yet ready to be used. Create new items in the Element section to define the formula elements of the sales rule formula.
Finally, to release the sales rule formula click Release.
If you want to test the sales rule formula click Test Formula.
As a result of this activity, a formula is created for use in the configuration sales rules.