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Lab Info

Lesson: Product Discount Data Management (Standalone Custom Form)

Target Audience: Certified Configuration Engineer

Estimated Time to complete: TBD

Requirements & Solution Author: Petr Rys

Solution Developer & Lab Author: Marcin Łuczakuczak

User Story / Requirements

Create a standalone Custom Form to help pricing managers manage discounts per Product Groups and Families.
Product Group is part of Product Master, Product Family is assigned per Product Group.

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Anchor
Details Details isMissingRequiredParameters true

Details

Product Discount Data Management Custom Form allows user to perform these tasks:

Change Data - Pick a table, Change values in the table, without adding any rows

Add new Product Group - Add a group, Assign it to the product family, Assign to it all the required discounts for all the required levels

Discount for each additional level has to be >= to the previous level, otherwise validation fails

Add a product family - Re assign product groups to reflect new Product Family,

Add new discount level to existing product family - Create new discount levels. Levels must be continuous.

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Assign new discounts for new levels. Discount for each additional level has to be >= to the previous level, otherwise validation fails

Learning Outcomes

At the end of the Lab, you should be able to:

• Create Standalone Custom Form, Custom Form Type

• Utilize Input Matrix as Custom Form input

• Understand Custom Forms Workflow

Provided resources

Logics:

sCFO_ProductDiscountLib

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ProductFamilyMapping, DiscountLevelDefinition, Discount

Acceptance Criteria

• User can access a standalone Custom Form within the Analytics section to complete tasks listed in the Details section.

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• After the user submits the form, changes should be saved in the corresponding company parameter tables. If a workflow has been added to the form, the changes should be saved after approval.

• Sample solution

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Step-by-step solution

Develop the logic and test in Studio

1. Go to the Pricefx Studio and create the following logics.

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Pricefx Studio - Create Custom Form Type

//TODO: Work in progress - start

Using the Create Custom Form Type feature in Pricefx Studio simplifies the process of creating a Custom Form Type as compared to manual creation through the user interface. To create a custom form type in Pricefx, please follow these steps:

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• Navigate to the Steps tab and fill out all the necessary information. Add three Step Tabs, set Name, Type, Icon, and Translation Key for each.

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• Replicate the process for the "Tabs" tab.

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• A new Custom Form Type should be visible on the list and in the Analytics menu.

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//TODO: Work in progress - end

4. Verify if you have completed all the tasks correctly.

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api.currentItem()?.inputs?.get(0)?.value

inputs?.get("managementOptionsInput")

def discountID = api.findLookupTable("Discount").id

def discountFilters = [
        Filter.equal("ProductGroup", oldName),
        Filter.equal('lookupTable.id', discountID)
]

api.find('LTV', 0, *discountFilters).collect {
    def entry = [
            lookupTableName: "ProductFamilyMapping",
            id             : it.id,
            valueType      : it.valueType,
            typedId        : it.typedId,
            name           : newName,
            value          : it.value
    ]
    api.addOrUpdate("LTV", entry)
}

discountEntries.each {
    api.addOrUpdate("MLTV2", [
            lookupTableName: "Discount",
            key1           : it["Product Group"].value,
            key2           : it["Discount Level"].value,
            attribute1     : it["Target Discount %"].value,
            attribute2     : it["Max Discount %"].value
    ])
}

api.currentItem()?.outputs?.find { it.resultName == "DiscountLevelDefinitionMatrix" }

discountLevelDefinitionTable = discountLevelDefinitionTable ? discountLevelDefinitionTable : []

def discountLevelDefinitionEntries = discountLevelDefinitionTable.result.entries.findAll { it['Product Family'] instanceof Map }

Example of a Solution

TODO: embedd solution Zip file.

References

Custom Forms (Reference)

Custom Forms Configuration How-To(s)

Unity Documentation

Custom Forms

Custom Forms General Settings

Custom Forms Header Logics

Company Parameters

Groovy API

setConfigParameter

Other

Pricefx chatbot AI