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.

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 next to a calculation and move it up or down. To remove a calculation, click .

Due to dependency between certain default calculations, the system must execute them in a specific order described in Item Update Calculations Order. Ordering calculations differently may cause an error.

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 . 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 Item Add Calculations Order.

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.

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. The system allows you to make all quote fields editable (main items, line items, product types and totals).

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.

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.

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.

Additionally, you can create custom calculations via scripting. To access the window for creating scripts, click Add calculation > Add New Calculation. In the pop-up, define the following:

  • Name - script name.
  • Row Type - quote level on which the calculation is executed.
  • Description - detailed explanation of the script.
  • Force Proxy Generation - if enabled, the system loads and refreshes the WSDL web service.

For additional help with creating scripts, access:

  • Check Syntax - checks if the script is written properly.
  • Workbench - enables developing and debugging scripts.
  • Scripting Methods List - list of relevant methods.

More details on scripting are available in Scripting Scope.
To see the editing rights for a field, click Show editing permissions for this field. The pop-up displays the permission groups that have the rights to edit the field and quote statuses in which editing is enabled.

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