Create and Maintain Configuration Sales Rule Formulas

Explanation

This activity is used when you want to create a formula for use in the configuration sales rules. A configuration formula allows you to define a mathematical expression using configuration values, values and mathematical operators to calculate a value used during sales rules evaluation. The formula is comprised of element lines, each representing a single element of syntax in the formula.

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 * Multiplication
Value 50

 

Prerequisites

System Effects

As a result of this activity, a formula is created for use in the configuration sales rules.

Window

Sales Rule Formula

Related Window Descriptions

Sales Rule Formula

Procedure

  1. Open the Sales Rule Formula window and create a new record.
  2. In the Config Family ID field, select a configuration family from the List of Values. This also sets the configuration family ID description, which defines the set of configuration characteristics that can be used within this formula.
  3. In the Formula ID field, enter an alphanumeric code to identify this formula, and then enter a description in the Description field.  
  4. Save your changes.
  5. The Status field then defaults to Tentative, indicating that the formula is not yet ready for use.
  6. Click New in the element table to create a new formula element line.
  7. Select a value from the Item Type list for the field.
  8. You can also select values for Operator, Function, Characteristics, or Characteristic Quantity by using the List of Values.
  9. If the item type is either Characteristic Value or Characteristic Qty, enter a value in the Test Value field to be used for testing the formula. This is used to simulate an actual value from a configuration.
  10. Continue entering formula elements as described above until the formula is composed.
  11. Right-click anywhere in the header and click Release Formula. The sales rule formula can now be used in a sales rule / sales rule template.