How to Create New Input-Based Formula

Owned by Ondřej Tesař
Nov 01, 2024
1 min read

To create a new Formula Definition to be used in Agreement Line Item calculations:

  1. Go to Agreements & Promotions > Input-Based Formula.

  2. Click the Create New Input-Based Formula button on the top right, provide a label (to identify formula) and other fields if necessary.

  3. After navigating into the Formula you get the option to select the Formula Type. Those are defined in AGR_InputBasedFormulaTypes in the Company Parameters table and described in detail How to Add New Input-Based Formula Type with Calculation Method and Inputs.

  4. After selecting the Formula Type the appropriate set of inputs (if defined in the Formula Type) will be shown. You can fill them with necessary data and then submit the Formula Definition. Before the Formula Definition can be used on an Agreement Line Item it needs to be approved.

Â