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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, and set Name, Type, Icon, and Translation Key for each.

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• A new Custom Form Type should be visible on the list and in the Analytics menu. In the image below, you will see two options for Product Discount Manager. The first one was manually created, and the second one was created in Pricefx Studio.

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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