In this section you will learn more about Customs Forms.
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Estimated Time to complete: TBD
Requirements & Solution Author: Petr Rys
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Create a standalone Custom Form to help pricing managers manage discounts per Discounts, Product Groups and Families from one place.
Product Group is part of Product Master, Product Family is assigned per Product Group.
Each Product group belongs to 1 Product Family as per table . (Product Family Mapping . table)
Based on cumulative yearly revenue on the whole Product Family the customer has assigned Discount Level in Discount Level Definition Table.
Based on Product Group and Discount Level achieved by the Customer the sales agent has a "recommended discount" and a "maximum allowed discount" (Target Discount % and Max Discount %)
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Product Discount Data Management Custom Form allows users to perform these tasks:
Change Data → select a table and change values within the table without adding new rows.
Add new Product Group → add a new group, assign it to a product family, and assign all the required discounts for different levels. It is important that the discount for each additional level is greater than or equal to the discount for the previous level; otherwise, the validation process will fail.
Add a product family → reassign product groups to reflect a new product family.
Add new discount level to existing product family → create new discount levels for an existing product family. The levels must be continuous, starting from level 1 at 0 Min Revenue. Each additional level must have a minimum revenue greater than or equal to the previous level. Users can assign new discounts for these new levels, ensuring that the discount for each additional level is greater than or equal to the discount for the previous level; otherwise, the validation will fail.
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