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 or an
alphanumeric expression using configuration values, values and operators to
create 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
- IFS/Configuration Back Office and IFS/Configuration Characteristic must
have been
installed.
- A configuration family must exist to be referenced by this formula.
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
- Open the Sales Rule Formula window
and create a new record.
- 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.
- In the Formula ID field, enter an alphanumeric code to identify
this formula, and then enter a description in the Description field.
-
In the Formula Type field, select whether the type
should be Alpha or Numeric.
- Save your changes.
- The Status field then defaults to Planned,
indicating that the formula is not yet ready for use.
- Click New in the element table to create a new formula element line.
- Select a value from the Item Type list for the field.
- You can also select values for Operator, Function, Characteristics,
or Characteristic Quantity by using the List of Values. Different operators and
functions will be available depending on the formula type.
- 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.
Continue entering formula elements as described above until the formula is
composed.
- 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.