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adminhelp:quotesadministration:quote_2.0:quote_fields_and_calculations [2018/05/04 09:52]
mnikolic [Fields and Calculations]
adminhelp:quotesadministration:quote_2.0:quote_fields_and_calculations [2018/05/08 02:44] (current)
mnikolic
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 ====== Quote Fields and Calculations ====== ====== Quote Fields and Calculations ======
-new page in **Setup** is created for managing Quote 2.0 calculations.\\+specific page in **Setup** is used to manage Quote 2.0 calculations.\\
 <note>The **Quote Fields and Calculations** page is available in **Setup** > **Quotes** only when Quote 2.0 is on. Otherwise, if using the standard quote engine, quote fields should be administered under **Pricing/Calculations** > **Cart Fields Administration**.</note> <note>The **Quote Fields and Calculations** page is available in **Setup** > **Quotes** only when Quote 2.0 is on. Otherwise, if using the standard quote engine, quote fields should be administered under **Pricing/Calculations** > **Cart Fields Administration**.</note>
-The concept of editable groups is completely removed from the system and calculations are now managed on field level for all users on the tenant. You can now set up calculations for each field separately, one at a time.\\+The concept of editable groups is completely removed from the system and calculations are managed on field level for all users on the tenant. You can set up calculations for each field separately, one at a time.\\
 On user side, all fields with calculations are editable. Double-clicking the underlined amount in a quote makes all the fields in the column editable. After changing a value, users can trigger the calculations by clicking **Reprice**, clicking anywhere outside the active field or pressing Enter.  On user side, all fields with calculations are editable. Double-clicking the underlined amount in a quote makes all the fields in the column editable. After changing a value, users can trigger the calculations by clicking **Reprice**, clicking anywhere outside the active field or pressing Enter. 
 ==== Fields and Calculations ==== ==== Fields and Calculations ====
-The **Fields and Calculations** tab allows administrators to manage existing quote item standard and custom fields in the system and add new fields. Administrators now have a full control over the order of calculations and they can easily insert an item custom field between two standard fields and insert a calculation so that the custom field affects the standard fields, without having to completely rewrite the entire quote calculation for quote lines.\\+The **Fields and Calculations** tab allows you to manage existing quote item standard and custom fields in the system and add new fields. Administrators have a full control over the order of calculations and they can easily insert an item custom field between two standard fields and insert a calculation so that the custom field affects the standard fields, without having to completely rewrite the entire quote calculation for quote lines.\\
 {{:adminhelp:quotesadministration:quote_2.0:cpq_182_new_cart_field_admin.png?600}}\\ {{:adminhelp:quotesadministration:quote_2.0:cpq_182_new_cart_field_admin.png?600}}\\
-After clicking **Add New Field**, a window pops up for defining basic settings (field name, label, type and dependency from the knockout context). The field will display automatically in the list of fields and you can additionally manage it in the **Quote Item Custom Fields** page. To handle the field's activity, use the **Active** toggle.\\ +After clicking **Add New Field**, a window pops up for defining basic settings (field name, label, type and dependency from the knockout context). The field will display automatically in the list of fields and you can additionally manage it on the **Quote Item Custom Fields** page. To handle the field's activity, use the **Active** toggle.\\ 
-After you select a field in the list, a list of calculations attached to it will display on the right. Calculations will execute from top to bottom. To change the order or calculations, click on {{:adminhelp:quotesadministration:quote_2.0:cpq_182_dragdrop_dots.png?8}} and move the calculation up or down. To remove a calculation, click {{:adminhelp:quotesadministration:quote_2.0:cpq_182_exit_icon.png?10}}.\\+After you select a field from the list, a list of calculations attached to it will display on the right. Calculations will execute from top to bottom. To change the order or calculations, click on {{:adminhelp:quotesadministration:quote_2.0:cpq_182_dragdrop_dots.png?8}} and move the calculation up or down. To remove a calculation, click {{:adminhelp:quotesadministration:quote_2.0:cpq_182_exit_icon.png?10}}.\\
 <note>Due to dependency between certain default calculations, the system must execute them in a specific order described in [[adminhelp:quotesadministration:quote_2.0:quote_fields_and_calculations:calculation_order_for_quote_2.0|Calculations Order for Quote 2.0]]. Ordering calculations differently may cause an error.</note> <note>Due to dependency between certain default calculations, the system must execute them in a specific order described in [[adminhelp:quotesadministration:quote_2.0:quote_fields_and_calculations:calculation_order_for_quote_2.0|Calculations Order for Quote 2.0]]. Ordering calculations differently may cause an error.</note>
 The calculations attached to a field will execute after the value in the field has changed. To attach another calculation, click **Add calculation** below the list of attached calculations. A pop-up shows all the remaining calculations that can be attached to a field by clicking {{:adminhelp:quotesadministration:quote_2.0:cpq_182_attach_calculation_arrow.png?10}}.\\ The calculations attached to a field will execute after the value in the field has changed. To attach another calculation, click **Add calculation** below the list of attached calculations. A pop-up shows all the remaining calculations that can be attached to a field by clicking {{:adminhelp:quotesadministration:quote_2.0:cpq_182_attach_calculation_arrow.png?10}}.\\
-Additionally, the system lets you define calculations that trigger on adding items. The list of calculations shows on the right if you click **Item Add/Update Calculations**. +Additionally, the system lets you define calculations that are triggered when a new item is added. The list of calculations shows on the right if you click **Item Add/Update Calculations**. 
-<note>When Quote 2.0 engine is enabled, a parameter **Calculate discounts only for changed items** is visible in the **Discounts** page. Selecting the parameter optimizes calculations by checking discount rules only on affected (changed) items.</note>+<note>When Quote 2.0 engine is enabled, a parameter **Calculate discounts only for changed items** is visible on the **Discounts** page. Selecting the parameter optimizes calculations by checking discount rules only on affected (changed) items.</note>
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