adminhelp:quotesadministration:quote_2.0:quote_fields_and_calculations [2018/06/01 09:28] mnikolic |
adminhelp:quotesadministration:quote_2.0:quote_fields_and_calculations [2018/08/08 09:44] (current) mnikolic [Quote Fields and Calculations] |

| To manage calculations for Quote 2.0, access the **Quote Fields and Calculations** page in **Setup** > **Quotes**. The page will show in **Setup** only when Quote 2.0 is on. Otherwise, if using the standard quote engine, calculations should be administered under **Pricing/Calculations** > **Cart Fields Administration**.\\ | | To manage calculations for Quote 2.0, access the **Quote Fields and Calculations** page in **Setup** > **Quotes**. The page will show in **Setup** only when Quote 2.0 is on. Otherwise, if using the standard quote engine, calculations should be administered under **Pricing/Calculations** > **Cart Fields Administration**.\\ |

| <note>Please note that in the context of calculations, terms quote //fields// and //columns// may be used interchangeably when referring to fields on quotes that are calculated via formulas (e.g. **NRC List Price**, **Extended Cost**, **NRC Cost**, etc.). Additionally, terms //formula// and //calculations// may be used interchangeably as well.</note> | | <note>Please note that in the context of calculations, terms quote //fields// and //columns// may be used interchangeably when referring to fields on quotes that are calculated via formulas (e.g. **NRC List Price**, **Extended Cost**, **NRC Cost**, etc.). Additionally, terms //formula// and //calculations// may be used interchangeably as well.</note> |

- | **==== Quote Fields and **Calculations **==== ** | + | Calculations for Quote **2**.0 **are described in these pages**: |

- | **The **Fields and Calculations** tab allows you to manage existing quote default and custom fields in the system and to add new fields.\\ ** | + | ** * **[[adminhelp:quotesadministration:quote_2.0:quote_fields_and_calculations:calculation_order_for_quote_2.0|Order of Calculations when Changing Quote Field Values]] |

- | **{{:adminhelp:quotesadministration:quote_2.0:cpq_182_new_cart_field_admin.png?600}}\\ ** | + | ** *** **[[adminhelp:quotesadministration:quote_2**.**0**:**quote_fields_and_calculations:editing|Editing]] ** |

- | **After clicking **Add New Field**, a window pops up **for **defining basic settings (field name, label, type (**Number**, **Date**, **Currency** and **Text**) 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.\\ ** | + | ** * [[**adminhelp:quotesadministration:quote_2.0:**quote_fields_and_calculations:fields_and_calculations|Fields and Calculations]]** |

- | **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}} next to a calculation and move it up or down. To remove a calculation, click {{:adminhelp:quotesadministration:quote_2.0:cpq_182_exit_icon.png?10}}.\\** | + | ** *** [[adminhelp:quotesadministration:quote_2.0:quote_fields_and_calculations:order_of_calculations_when_adding_updating_fields|Order of Calculations when Adding/Updating Fields]] |

- | **<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|Order of Calculations when Changing Quote Field Values]]**. Ordering calculations differently may cause an error.</note>** | + | ** *** **[[adminhelp:quotesadministration:quote_2**.0**:quote_fields_and_calculations:quote_field_calculations|**Quote Fields Calculations**]]** |

- | **To attach another calculation, click ******Add calculation** below the list of existing 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 are triggered when a new item is added. The list of calculations shows on the right if you click ******Item Add/Update Calculations**. These calculations should also be organized in a predefined order as shown in **[[adminhelp:quotesadministration:quote_2.0:quote_fields_and_calculations:order_of_calculations_when_adding_updating_fields|Order of Calculations when Adding/Updating Fields]]**.** | + | |

- | **<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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- | **In Quote 2**.0 **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.\\ ** | + | |

- | **The concept of editable groups is completely removed from the system with Quote 2.0. In the new engine, calculations are managed on field level for all users on the tenant. Calculations are to be set up for each field separately, one field at a time. Currently, only main and line items are editable, not product type and cart total fields. These fields will be editable in future releases and adding calculations that trigger on value change will be enabled.\\ ** | + | |

- | **<note>When on a quote, users just need to double-click the underlined amount in a column and all amounts in the column will become editable. After changing a value, users can trigger the calculations by clicking **Reprice**, clicking anywhere outside the active field or by pressing Enter.</note> ** | + | |

- | **On the ****Quote Fields **and **Calculations**** page, the list on the left shows all fields calculated via formulas that display on quotes. Once you click a field, the list on the right will display all calculations that are triggered in the system after the value in the field has changed. Changing a value causes a chain reaction in which calculation are performed one after another. ** | + | |

- | **When changing the default order of calculations make sure to organize them so that the system has the value of all constituent elements before triggering the calculation.\\ ** | + | |

- | **<note>To organize calculations properly, administrators should understand which values does a calculation use and according to their specific customization, organize calculations in a logical manner. </note>** | + | |