In this section you will learn more about Customs Forms.
Lab Info
Lesson: Product Discount Data Management (Standalone Custom Form)
Target Audience: Certified Configuration EngineerEstimated 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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Provided resources
Logics:
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Company Parameters:
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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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Proceed with deploying all logic created logics to your partition.
Access Administration → Custom Form Types from your partition. Create a new form type by clicking on the [+ New Form Type] button located at the top-right corner of the screen. Uncheck Embedded option and fill in the form:
If you miss [+ New Form Type] button, add Custom Forms rights to your user (admin) using User Admin.
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Add the following code in the Configuration section.
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Open logic.json in sCFO_ProductDiscountHeader_Configurator.
Open Studio Editor.
Click on the Inputs tab.
Set the Context to CONFIGURATOR.
Test LogicGenerate Inputs.
Click on the Results tab and check output.
Your output should resemble the example given below.
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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. |