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adminhelp:quotesadministration:quote_2.0:rollup_and_reverse_calculations [2018/08/03 15:34]
mnikolic created
adminhelp:quotesadministration:quote_2.0:rollup_and_reverse_calculations [2018/08/07 04:01] (current)
mnikolic
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-====== Rollup and Reverse Calculations ====== +====== Rolled up and Reverse Calculations ====== 
-When handling calculations in Quote 2.0, users can use standard, rollup and reverse calculations. Unlike in the old quote engine, in Quote 2.0 it is possible to handle reverse rollup calculations. +When handling calculations in Quote 2.0, users can use standard, rolled up and reverse calculations. Unlike in the old quote engine, in Quote 2.0 it is possible to handle reverse rolled up calculations. 
-===== Rollup Calculations =====+===== Rolled up Calculations =====
 **Prerequisites**: **Prerequisites**:
-the following settings must be performed in the **Setup** so that the rollup columns display on quotes for a user type: +the following settings must be performed in the **Setup** so that the rolled up columns display on quotes for a user type: 
-  * to have the permission to manage rollup columns enabled in **Quotes** > **Quote Layout Permissions**. Rollup columns should be moved from available to selected in the **Visible Columns** section. +  * to have the permission to manage rolled up columns enabled in **Quotes** > **Quote Layout Permissions**. Rolled up columns should be moved from available to selected in the **Visible Columns** section. 
-  * to move the rollup columns from available to selected in **UI Design** > **Quote Layout**.+  * to move the rolled up columns from available to selected in **UI Design** > **Quote Layout**.
   * to have all the columns in one list, either in the list of available or the list of selected columns.   * to have all the columns in one list, either in the list of available or the list of selected columns.
  
-To calculate a rollup amount of a quote field, add the respective rollup calculation to the end of the list of calculations that are executed when the value of that field is changed. The rollup calculations should also be added in the list of calculations in **Item Add/Update Calculations** that are triggered when an item is added to a quote.\\ +To calculate a rolled up amount of a quote field, add the respective rolled up calculation to the end of the list of calculations that are executed when the value of that field is changed. The rolled up calculations should also be added in the list of calculations in **Item Add/Update Calculations** that are triggered when an item is added to a quote.\\ 
-The default rollup calculations are in the system and they are named accordingly (e.g. RolledUp Extended Amount, etc.).\\+The default rolled up calculations are in the system and they are named accordingly (e.g. Rolled Up Extended Amount, etc.).\\
 {{:adminhelp:quotesadministration:quote_2.0:cpq_183_rollup_calculation.png?600}}\\ {{:adminhelp:quotesadministration:quote_2.0:cpq_183_rollup_calculation.png?600}}\\
-===== Reverse Rollup Calculations ===== +===== Reverse Rolled up Calculations ===== 
-Reverse rollup calculations are available only in Quote 2.0. This calculation type lets you change the rollup amount so that the system would calculate the respective amount for each item.+Reverse rolled up calculations are available only in Quote 2.0. This calculation type lets you change the rolled up amount so that the system would calculate the respective amount for each item.
  
-**Example**: If you change the rollup extended amount of a main item, the system will calculate the rollup amount of each item and consequently the extended amount of each item.+**Example**: If you change the rolled up extended amount of a main item, the system will calculate the rolled up amount of each item and consequently the extended amount of each item.
  
-When a rollup amount is changed, the discount percent will first change accordingly. From there on, other calculations will be executed to calculate the amount of each item.+When a rolled up amount is changed, the discount percent will first change accordingly. From there on, other calculations will be executed to calculate the amount of each item.
 In the calculation setup, only the discount percent calculations are set up by default. Administrators should add subsequent calculations based on their model of CPQ. In the calculation setup, only the discount percent calculations are set up by default. Administrators should add subsequent calculations based on their model of CPQ.
  
-<note>You can set up the calculation order for rollup fields only for main items. Therefore, line item rollup fields should not be editable on quotes.</note>\\+<note>You can set up the calculation order for rolled up fields only for main items. Therefore, line item rolled up fields should not be editable on quotes.</note>\\
 {{:adminhelp:quotesadministration:quote_2.0:cpq_183_rollup_reverse_calculations.png?600}}\\ {{:adminhelp:quotesadministration:quote_2.0:cpq_183_rollup_reverse_calculations.png?600}}\\
 ===== Reverse Calculations ===== ===== Reverse Calculations =====
 Reverse calculations in Quote 2.0 let you change the amount in **Product Types** and **Total** fields so that the value in the respective item fields changes accordingly (the discount percent is first changed and then other fields set up for the calculation). Reverse calculations in Quote 2.0 let you change the amount in **Product Types** and **Total** fields so that the value in the respective item fields changes accordingly (the discount percent is first changed and then other fields set up for the calculation).
  
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