Formula Management

Learn how to create and manage formulas within the formula library and how to set them up using the visual configuration.
There are two locations where you can create formulas:

Formula Library – creating formulas using Formula Designer (recommended)
Input-Based Formula Library – creating formulas using inputs (hidden by default, suitable for more complex solutions)

Formula Library

To open the formula library, navigate to Agreements & Promotions > Formula.

Here you can see a listing of the available formulas. This list is configurable, so, for example, only relevant formulas for a certain region or business unit are displayed. It can also be extended by adding more metadata columns with custom attributes.
You can duplicate, delete, create a new revision of, submit, or revoke an existing formula.

To create a new formula, click the Create New Formula button. To edit an existing formula, click the desired formula’s name or label to open it in the Formula Designer.

Input-Based Formula Library

To open the Input-Based Formula Library, navigate to Agreements & Promotions > Input-Based Formula.

This feature is hidden by default and is suitable for more complex solutions. To learn how to make this feature visible in the menu, see Input-Based Formulas.

Here you can see a listing of the available formulas. This list is configurable, so, for example, only relevant formulas for a certain region or business unit are displayed. It can also be extended by adding more metadata columns with custom attributes.
You can duplicate, delete, create a new revision of, submit or revoke an existing formula.

To create a new formula, click the Create New Input-Based Formula button. To edit an existing formula, click the desired formula’s name or label to open the formula definition.