Lab Info

🎯 Learning Outcomes

At the end of the Lab, you should be able to:

• lookup contract’s Price Records from within another module

• calculate the Promotion Contract impact on Quote calculation

Pre-requisites

In order to be able to complete this laboratory exercise, please complete the prerequisites before you proceed.

Labs

In order to implement the Quote which reads the Price Records, we expect you to already have some Price Records created from the previous 2 Labs.

This lab expects, that you already have in your partition a solution of the preceding labs:

• Agreements & Promotions Engineering - Lab 1a

• Agreements & Promotions Engineering - Lab 1b

If you need to work on this lab without finishing the preceding ones first, you can deploy the solutions of the preceding labs provided in a ZIP file attached to the course.

User Story / Requirements

As a Sales Manager, I want the Invoice Price (on the Quote Line Item) to be influenced by the Promotion Contracts, so that I can negotiate correct Invoice Price with the customer and correctly apply the corresponding promotion contracts.

Details

• The Quote line item’s Invoice Price can be impacted by several different types of the Promotion Contracts.

  • In our example,they are Promotion Discount and Volume Discount.

    • the discounts in this lab are additive - i.e. on the Quote the discount percents will be totaled before they are applied.

  • If more Condition Types apply to the Quote line item, all of them should be used.

• There’s a chance, that Sales/Marketing managers negotiated overlapping contracts of the same type.

  • In such case, only the contract with highest discount will be applied.

• Besides the actual impact on the Invoice Price, the user would also like to see the ID of the contract which is used for the promotion discount.

  • if possible, the ID should be displayed as a link, so that the user can directly click to see the contract detail.

...

• for Promotion Discount

  • Promotion Discount percentage - value found on the Promotion Contract (stored in Price Records) matching to the quote line item’s Product and Customer selection.

    • if more contracts of the Promotion Discount type are found for the line item, use the one with highest percentage value.

  • Promotion Discount contract ID - which matching contract is used. This number should be displayed as a link leading the user to the detail page of the particular contract.

• for Volume Discount

  • Volume Discount percentage - value found on the Promotion Contract (stored in Price Records) matching to the quote line item’s Product and Customer selection and also matching to the Quantity entered by the used on the line item.

    • if more contracts of the Volume Discount type are found for the line item, use the one with highest percentage value.

  • Volume Discount contract ID - which matching contract is used. This number should be displayed as a link leading the user to the detail page of the particular contract.

• Invoice Price

  • the Invoice Price is calculated from the List price in the following way: ListPrice * (1.0 - VolumeDiscount% - PromotionDiscount% )

    the discounts in this lab are additive - i.e. on the Quote the discount percents will be totaled before they are applied.

    In the consumer space though, many times the discounts are multiplicative (i.e. get an additional discount), in such case the Invoice Price would be ListPrice * (1.0 - VolumeDiscount%) * (1.0 - PromotionDiscount%)

Implementation Steps

If you already have some previous knowledge about implementation/configuration of the PromotionManager module, we encourage you to try to implement it first on your own based on the information provided in the User Story and Acceptance Criteria.

Step: Create basic Quote Line Item Logic, the starting point

1. create a logic

   1. in Studio, create new Calculation Logic, named "QuotePromotion"

      1. the logic has Default Nature

   2. add Element "CustomerId", with Display mode Never and with code:

      Code Block
      return api.customer("customerId")

   3. add Element "ProductId",with Display mode Never and with code:

      Code Block
      return api.product("sku")

   4. add Element "Quantity",with Display mode Never and with code:

      Code Block
      //api.userEntry("Quantity") final String INPUT_NAME = "Quantity" if (api.isInputGenerationExecution()) { api.inputBuilderFactory().createUserEntry(INPUT_NAME).getInput() } else { return input[INPUT_NAME] }

   5. add Element "AbortOnInputGeneration", with Display mode Never and with code:

      Code Block
      if (api.isInputGenerationExecution()) { api.abortCalculation() }

   6. add Element "ListPrice", with code:

      Code Block
      // return fictious number for the sake of the training exercise return 21.3

      1. this value should be displayed

      2. this value is formatted as Money (EUR)

   7. Test the Logic

      1. test with empty parameters, if all ok

      2. test with all parameters entered, if all ok

   8. Deploy the logic to the partition

2. create a Quote Type

   1. in UnityPricefx, navigate to Quoting  Quote Types

   2. click on Add Quote Type and add new Quote Type

      1. Name: "QuotePromotion"

      2. Pricing Logic: "QuotePromotion"

   3. in Studio, fetch the new Quote Type QuotePromotion to your project, so you can later put it to Git

Step: Implement reading Price Records with promotion conditions

Reading of the Price Record is done using either api.find() or api.stream(), but the key thing is the filtering, because on the Quote line you have a single SKU and single CustomerId, where as on the the contract conditions are defined mostly on a set of products and set of customers.

...

1. add new Element "FilterLib", with Display mode Never, with code:

   Code Block

   List<Filter> buildFilters(String conditionType, String productId, String customerId) { def filters = [ Filter.equal("ContractTermType", conditionType), Filter.equal("status", "ACTIVE"), /* select only Price Records valid at the Effective Date of the Quote */ Filter.lessOrEqual("validAfter", api.targetDate()), Filter.greaterOrEqual("expiryDate", api.targetDate()), ] if (productId) { filters << Filter.or( api.productToRelatedObjectsFilter("PR", productId), Filter.isNull("productGroup") ) } if (customerId) { filters << Filter.or( api.customerToRelatedObjectsFilter("PR", customerId), Filter.isNull("customerGroup") ) } return filters }

   search only for the specific Condition Type. Remember, this is your customized column of Price Record, and the value gets there from each Contract Line.this is the special function, which builds a filter unique for search of Price Records table by specific SKU, even though the Price Record is defined for a set of products.this is additional check (must be there), because the productGroup can be null (some contracts allows it), and api.productToRelatedObjectsFilter() does not cover that situationthis is the special function, which builds a filter unique for search of Price Records table by specific CustomerId, even though the Price Record is defined for a set of customers.this is additional check (must be there), because customerGroup can be null (some contracts allows it), and api.customerToRelatedObjectsFilter() does not cover that situationnotice, that there’s an OR between the next 2 filters, it important for correct working

Step: Implement finding the right contract

Remember, there’s a chance, that you will have at the same date more contracts (of the same type) effective. In such case, in our training requirement, the Sales wants to use the highest discounts.

1. Using the Promotion Discount:

   1. add Element "PromotionDiscountContract", with Display mode _Never, with code:

      Code Block

      final String FIELD_PROMOTION_DISCOUNT = "PromotionDiscount" def filters = FilterLib.buildFilters("PromotionDiscount", out.ProductId, out.CustomerId) def highestPromotionDiscount = 0.0 def contract = [:] def iter = api.stream("PR", null, ["sourceId", FIELD_PROMOTION_DISCOUNT], *filters) iter.each { pr -> def discountPct = pr[FIELD_PROMOTION_DISCOUNT] as BigDecimal if (discountPct > highestPromotionDiscount) { highestPromotionDiscount = discountPct contract.highestPromotionDiscount = highestPromotionDiscount contract.selectedContractId = pr.sourceId } } iter.close() return contract

      build the Price Record filters only for the specific type of Condition types linesmore Price Records could be available - need to review all of them.In our case, based on the business decision, the higher discount will be used.

   2. add Element "PromotionDiscountPct", with code:

      Code Block
      return out.PromotionDiscountContract?.highestPromotionDiscount

      1. this element’s result should be visible

      2. the value should be formatted as Percentage

   3. add Element "PromotionDiscountContractId", with code:

      Code Block
      def contractId = out.PromotionDiscountContract?.selectedContractId if (contractId) { return api.getBaseURL() + "/app/#/contracts/detail/${contractId}/contractDetail" }

      Note, that this solution will work only in Unity Pricefx UI. In Classic UI, you would have to solve the link in a different way.

      1. this value should be visible

      2. this value must be formatted as Link

   4. Verify, that the logic works as expected

2. Using the Volume Discount:

   1. add Element "VolumeDiscountContract", with Display mode _Never, with code:

      Code Block

      final String FIELD_VOLUME_DISCOUNT = "VolumeDiscount" def filters = FilterLib.buildFilters("VolumeDiscount", out.ProductId, out.CustomerId) // more PRs could be available - need to solve conflict. In our case, the higher discount wins def highestVolumeDiscount = 0.0 def contract = [:] def iter = api.stream("PR", null, ["sourceId", FIELD_VOLUME_DISCOUNT], *filters) iter.each { pr -> def volumeDiscountTiers = api.jsonDecode(pr[FIELD_VOLUME_DISCOUNT]) .collect { [(it.key as BigDecimal), (it.value as BigDecimal)] } volumeDiscountTiers.sort { -(it[0]) } def discountPct = volumeDiscountTiers.find { out.Quantity >= it[0] }?.getAt(1) if (discountPct > highestVolumeDiscount) { highestVolumeDiscount = discountPct contract.highestVolumeDiscount = highestVolumeDiscount contract.selectedContractId = pr.sourceId } } iter.close() return contract

      build the Price Record filters only for the specific type of Condition types linesmore Price Records could be available - need to review all of them.remember, the volume tiers thresholds are stored in a map encoded in JSON format. Review your Price Records created from the Volume Discount contracts to recall the values.In our case, based on the business decision, the higher discount will be used.

   2. add Element "VolumeDiscountPct", with code:

      Code Block
      return out.VolumeDiscountContract?.highestVolumeDiscount

      1. this element’s result should be visible

      2. the value should be formatted as Percentage

   3. add Element "VolumeDiscountContractId", with code:

      Code Block
      def contractId = out.VolumeDiscountContract?.selectedContractId if (contractId) { return api.getBaseURL() + "/app/#/contracts/detail/${contractId}/contractDetail" }

      Note, that this solution will work only in Unity UI. In Classic UI, you would have to solve the link in a different wayPricefx UI.

      1. this value should be visible

      2. this value must be formatted as Link

   4. Verify, that the logic works as expected

3. Invoice Price evaluation - finally, you have to evaluate the Invoice Price, because it is impacted by both types of the contracts.

   1. add Element "InvoicePrice", with code:

      Code Block
      if (out.ListPrice == null) { api.addWarning("Cannot calculate Invoice Price, "+ "because List Price is not available.") return } def promotionDiscount = out.PromotionDiscountPct ?: 0.0 def volumeDiscount = out.VolumeDiscountPct ?: 0.0 return out.ListPrice * (1.0 - promotionDiscount - volumeDiscount)

      1. the value must be visible

      2. it should be formatted as Money (EUR)

   2. Verify, that the logic works as expected

4. Deploy your Quote Logic to the partition

Step: Verify the Quote Logic

We invite you now not only to verify the functionality, but mainly to experiment with your system - try different combinations of new Promotion Contracts and then experiment with different Quote settings, and review how the contract conditions are applied.

...

1. Let’s expect to have PriceRecords like following:

   

2. in UnityPricefx, navigate to Quoting  Quotes

3. Click on New Quote and select the Quote Type QuotePromotion

   

   1. set Effective Date to be within the range of your Price Records

   2. select a Customer, which fits into customer groups used by your Price Records

4. move to Items tab

   

   1. add a product, which fits the sets of products in your Price Records

   2. enter Quantity so that some VolumeDiscount contract could effect the line

   3. Use Recalculate to ensure, that the Quantity si used for Contract lookup

   4. Verify, if correct values are caclulated

   5. Verify, that the links work ok

References

Developer Documentation

• Conceptual Guides

• Reference

• How to Configure Agreements & Promotions

• How to Set Up a Buy-One-Get-One-Free Promotion

Documentation (Classic)

• Agreements & Promotions

• Configuration Details for Agreements & Promotions

  • Contract Calculation Logic Details

  • Data+Structures

  • Price Records Generation from Contract

  • Searching Relevant Price Records

• Agreements & Promotions Configuration

• Agreements & Promotions General Settings

Older Training Materials

• /wiki/spaces/TRAINING/pages/74547262

...

Accelerators (access based on credentials)

• /wiki/spaces/PSP/pages/2668986373