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Lab Info
Lesson: Quote’s Product Configurator (Custom Form Embedded into a Quote)
Target Audience: Certified Configuration EngineerEstimated Time to complete: TBD
Requirements & Solution Author: Petr Rys
Solution Developer & Lab Author: Marcin Łuczakuczak
User Story / Requirements
Our Customer (Interior design studio) is selling doors to their end-customers. (B2B or B2C)
Some Products are defined as standard skus, but our customer can also manufacture non-standard Products via specification.
Create an embedded Custom Form on Quote to serve as "Custom Product Configurator" for the sales person for non-standard doors.
The sales agent has a Quote, which allows to add Products (skus) into the Product Master a use these Products right away as line items of this Quote.
Product Master contains standard doors as well as accessories and, doors already manufactured before.Create an embedded Custom Form on Quote to serve as "Custom Product Configurator" for the sales person for non-standard doors.
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Learning Outcomes
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 resources
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Logics:
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eCFO_ProductFilter,
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QuoteProductConfigurator,QuoteProductFilter_QuoteHeader_Logic,
QuoteProductConfiguratorHeaderLogic
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Company Parameters:
Material Adjustment
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'Product Base Values' Product Extension Table contains each product's base values.
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Acceptance Criteria
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
Go to the Pricefx Studio and create the following logics.
a) sCFO eCFO_ProductDiscountDataMgmtProductConfigurator
Pricefx -> Create Calculation Logic
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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
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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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Deploy your logic to your designated partition.
Open the previously created form and recalculate values. Check the log for expected output.
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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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