adminhelp:quotesadministration:quote_2.0:quote_fields_and_calculations:fields_and_calculations [2019/11/08 06:14] mnikolic |
adminhelp:quotesadministration:quote_2.0:quote_fields_and_calculations:fields_and_calculations [2019/11/08 07:45] (current) mnikolic |

| ====== Fields and Calculations ====== | | ====== Fields and Calculations ====== |

| The **Fields and Calculations** tab allows you to manage existing quote default and custom fields in the system and to add new fields.\\ | | 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:**cpq_183_quote_fields_calculations**.png?600}}\\ | + | {{:adminhelp:quotesadministration:quote_2.0:quote_fields_and_calculations:**cpq_1911_quote_fields_calculations**.png?600}}\\ |

| 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.\\ | | 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.\\ |

| 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}}.\\ | | 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}}.\\ |

| <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:order_of_calculations_when_adding_updating_fields|Item Update Calculations Order]]. 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:order_of_calculations_when_adding_updating_fields|Item Update Calculations Order]]. Ordering calculations differently may cause an error.</note> |

| 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}}. | | 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:quote_field_calculations|Item Add Calculations Order]]. | + | 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 ****Calculation on **Add/Update **Item****. These calculations should also be organized in a predefined order as shown in [[adminhelp:quotesadministration:quote_2.0:quote_fields_and_calculations:quote_field_calculations|Item Add Calculations Order]]. |

| <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> | | <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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