The following are the capabilities of the Strategy Designer feature for the development of custom pricing strategies for your application. The overall capabilities of this feature are:
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Design Panel
The main panel for Strategy Workflow Designer will appear as:
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This main page is comprised of these panels; Pricing Workflow Strategies, Add Workflow option, strategy add-ons (Product AttributesSteps, ParametersApprovers, etc), pricing calculation, Live Preview, Calculation results and Groovy codeworkflow formula.
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Workflow Strategies
One of our initial areas of interest will be the pricing workflow strategies that are part of our pricing application the Workflow Accelerator n and will automatically be loaded by the Strategy Workflow Designer. In the highlighted section below, we can see several pricing workflow strategies:
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These strategies are provided as non-working skeletons that must be customized for your specific workflow approval requirements. They provide the specific design framework necessary for the type of workflow that is needed for the specific approval type (Quote, Price List, etc.)
NOTE: The initial list of
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workflow strategies that are shown will be those that are deployed as part of the
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Workflow Accelerator. They are provided to you as part of the default out-of-the-box deployment of
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Workflow Designer.
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Workflow Formula Calculation
By selecting one of the pricing workflow strategies on our listed of pre-built strategies, we are able to view (and edit) the formula that comprises the pricing calculationworkflow:
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NOTE: Updates and modifications to our pricing strategies can be reviewed via Live Preview, but these updates aren’t active until the strategy is deployed to our application. |
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Workflow Formula Add-ons
We have the ability to modify (or create) a pricing workflow strategy using the different add-ons available. The initial default set of add-ons will come from the out-of-the-box deployment of the Price Setting Accelerator. Strategy Designer does provide the ability to create additional add-ons as needed.
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Workflow Designer.
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These add-on capabilities are:
Product Attributes
These are the attributes from our Product master table and combine both string and numeric values. These can be used for comparisons or as part of our calculation formula.
Parameters
These are specific price parameter attributes contained in various Company Parameter tables and the out-of-the-box set are those that are defined in the Price Setting AcceleratorSteps
Each step in the approval process consists of the following elements; Label, Reason, Approvers and Conditions. We have the ability to create additional Parameter entries using the Data Lookups add multiple approval steps to our workflow using this pre-buiilt option.
Data Lookups
Displays all of the custom look ups our Price Parameter (aka Company Parameter) or Product Extension tables. For these two categories of tables, we can build custom lookups and return specific data values.
LogicApprovers
The approvers of an approval step can be an individual user, a group of users or a business role. This option allows us the ability to drag and drop the correct type into our approval step.
Conditions
When we are building our custom pricing workflow strategies, we may need to utilize various conditional logic testing like; true/false boolean, Not conditions, If/Then/Else conditionals, and/or conditions, and various equivalency and comparison testing (<.>, =, etc).
Math & Values
Custom pricing strategies will require us to perform math calculations (+. *. /, etc), to do comparisons on character and numeric values.
Data Lookups
During the creation of our custom pricing strategies, we will need to be able to extract various values from our different data structures to incorporate them into our pricing calculations. The Data Lookups option within the Strategy Designer provides a visual option to perform this query function.
Data Lookup Panel
The primary panel for the Data Lookup option will contain a listing of all lookups defined, options that can be used in our lookups (attributes, parameters, etc), the lookup query and a preview of the outcome:
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Data Lookups
This will be the listing of all existing and pre-defined data lookups. It allows us to save, edit, copy and delete each of our lookups.
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NOTE: Since Strategy Designer is an extension of the Price Setting Accelerator, there will be three data lookups provided against price parameter, product extension and competition tables. |
We can use the Add Lookup drop-down create any new data lookups against these tables:
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Lookup Attributes
When creating new or custom data lookups, we can utilize some existing attributes from our Product master and our Price Parameter tables. Additionally, we can add literal and numeric values and mathematical expressions.
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Data Lookup Query
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math operations.
Functions
Provides the ability to test for some specific data types (String and Number), test the size of a value and test for nulss.