Lab Info
Lesson: Quote’s Product ConfigurationConfigurator (Custom Form Embedded into a Quote)
Target Audience: Certified Configuration Engineer
Estimated Time to complete: TBD
Requirements & Solution Author: Petr Rys
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At the end of the Lab, you should be able to:
Create Standalone Embedded Custom Form, Custom Form Type
Utilize Input Matrix as Custom Form input
Understand Custom Forms Workflow
Provided resourcesresources
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Logics:
eCFO_ProductFilterQuoteProductConfigurator,
eCFO_ProductConfigurator,
QuoteProductConfigurator,
QuoteProductFilter_QuoteHeader_Logic,
QuoteProductConfiguratorHeaderLogicQuoteProductConfiguratorHeaderLogic
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Company Parameters:
Material Adjustment
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The user can create a quote of the appropriate type.
The new quote has an extra tab with a form containing all the necessary fields.
The form enables setting up the basic product downloaded with the Product Master Table.
Once the recalculation is complete, the form will show the newly calculated Base Value for the selected products. The result of the calculation should be a new product that includes Doorframes and Locks&handles. Please note that the desired outcome should include all possible combinations of the two pairs of products.
Users must select 'Create new Products' to make table changes permanent.
If a product with the same configuration does not exist, it is added to the Product Master Table. The calculated Base Value is also added to the Product Extensions Table.
The user should be informed what products have been added to the tables.
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Sample solution
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Step-by-step solution
Develop the logic and test in Studio
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Go to the Pricefx Studio and create the following logics.
a) sCFO eCFO_ProductDiscountDataMgmtProductConfigurator
Pricefx -> Create Calculation Logic
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Name | eCFO_ProductConfigurator |
Label | Product Configurator |
Header Logic | Product Configurator |
Embedded | true |
Form type | Custom Form, Quote |
TODO: Work in progress - START
Pricefx Studio - Create Custom Form Type
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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type | Custom Form, Quote |
Access Quoting → Quote Types from your partition. Create a new quote type by clicking on the [+ Add Quote Type] button located at the top-right corner of the screen. Specify the values for the parameters listed below.
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Access Quoting → Quotes from your partition. Create a new quote by clicking on the [+ NewQuote ] button located at the top-right corner of the screen. Choose the type that was created in the previous step. The new form should contain and additional tab called Product Configurator .
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Form creation
Our objective is to design a form allowing users to configure the product according to their preferences. The form will consist of two multiple-selection lists and two tables, where users can input new parameters to customize the basic version of the product.
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Resources for Further Learning
References
Custom Forms Configuration How-To(s)
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Documentation
Groovy API
Other
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NOTE: If you have any inquiries regarding the content in this learning path, you can utilize the following online Pricefx forums: AskPricefxcommunity or Pricefx GenAI chatbot. |