At the end of this lesson you will be able to:
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explain, how to implement the calculation of line items of a Quote
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explain, how to ask user for inputs (i.e. create input fields)
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What is a Quote
Document for negotiation of product prices and other conditions.
Data Model
Quote Life Cycle
Use Cases
Add Line Item
if (api.isSyntaxCheck()) {
api.userEntry("Quantity") // ❶
api.getParameter("Quantity").setRequired(true) // ❷
}
❶ during Syntax Check mode, this function builds a definition for an input field
❷ retrieve reference to the input field definition and sets additionally to be required
// all these samples work only in regular execution (i.e. not in Syntax Check mode)
input.Quantity
input["Quantity"]
api.input("Quantity")
api.userEntry("Quantity")
Recalculate Line Items
Configuration / Implementation of Quote
The configuration/implementation of Quote usually consist of many things. This Handbook focuses only on the simple implementation.
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Simple implementation:
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Line Item Logic
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Quote Type setup
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Common implementation also has:
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Header Logic
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System Configuration Options
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Approval Workflow
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Price Record Mapping
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Line Item Logic
The Quote Line Item logic typically does:
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create input fields for the line item
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this is done only once, when the new line item is added. The logic will be executed in Syntax Check mode to collect the input fields for the SKU. And the system will store those input fields definitions on the line item.
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calculate the results for the SKU on the line item
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this is called for action each time, when the user re-calculates the Quote.
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Quote Type Setup
The Quote Type describes, which logics will be used to perform various operations with the Quote.
You can find the types under .
It sets:
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the Line Item logic - which logic will be used for every line of the Quote, to create it’s input fields, and to calculate its results. The only exception is, if the SKU would have a logic setup on the Product level (i.e. in the Product Master table)
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the Header Logic - which logic is used to prepare header input fields and calculate aggregated overall results of the Quote.
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the Workflow logic - which logic will prepare the approval Steps for the Quote after Submission.