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  1. Go to Price Setting > Calculation Grids and click the New Calculation Grid button.

  2. In the Define Calculation Grid step:

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    1. Enter a Label.

    2. Optionally, set a Target Date (fixed date) or a Relative Target Date (relative to the current date, e.g., setting -5 means the system will consider Company Parameters which are valid at current date (= date of calculation of LPG) - 5 days). This target date will be used in the price calculation.

  3. In the Select Keys step:

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    1. Select a Key Type:

      • Data Driven – Select up to six keys. The result data table will be automatically generated based on the number of keys and the selected restricted values.

      • Logic Driven – Keys are generated by a calculation logic. Select a calculation logic (of the Calculation Grid Keys nature) and the element containing the keys. After selecting a calculation logic, other inputs generated by the logic may appear.

      • Manual – Select up to six keys. An empty result data table will be created leaving it up to the user to populate it manually.

    2. For logic and data driven types, select the Dynamic Key Mode. Keys can be added or removed from the Calculation Grid at any new re-calculation of the grid based on the filter definition and the mode setup.

      • Add Only – Adds keys from the source data. Existing keys that are not present in the source data are preserved.

      • Add & Remove – Adds keys from the source data, existing keys that are not present in the source data are removed.

    3. For data driven and manual types, restrict the values either by a manually entered list or by a data source (reference a data table and its field). In data-driven grids, all the restricted values will be used in data table generation, in manual grids, users will be able to select only from the restricted values when manually adding a record.

  4. In the Set Parameters step, select a calculation logic (of the Calculation Grid nature) that will calculate the grid.

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    After selecting a calculation logic, other inputs generated by the logic may appear.

  5. In the Output Elements step, select the calculation logic elements whose results you want to have as columns in this Calculation Grid. You can select up to 100 elements.

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    • Hide in item list – If checked, the given element is not displayed but still available for mapping to an attributeXX field (for example, for the purpose of integration or filtering from API). However, it is still possible to see the values in the remote procedure call requests data (as it is still part of the data).

    • Change triggers approval – Forces an approval on a Calculation Grid line item when there was a change in underlying data (even if the result is the same).

    • Auto Approve – The Calculation Grid will be auto-approved when the result of the selected element is not empty or 0. If no element is selected, the Calculation Grid will never be automatically approved. More specifically it works like this:

      • If the value of the Auto Approve field is "true" (equals to a non-zero number or the string literal "true" or a true boolean value), the system simply virtually presses the "Approve" button.
        (info) If the value of the element is not a valid number (e.g., null), then the item is not auto approved.

      • If the value of the Auto Approve turns to "false", it does not cause any action. In particular, it does not un-approve an item (as the two mechanisms "Auto Approve" and "trigger approval" are independent of each other).

      • If a workflow is configured, Auto Approve will omit that.

  6. Click Finish.

Calculate the Calculation Grid

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