Upgrade Notes - Agreements Accelerator 1.1.0

1. Replace Calculated Result with Bounded Result in Condition Records

  1. Navigate to Administration > Configuration > Master Data > Condition Record Sets

  2. Open AGR Accelerator Default Condition Record Set

  3. Locate Calculated Result item and replace values with the Bounded Result, see the screenshot below.

UpgradeNotes_BoundedResul.png

2. Assign the module to Input-Based Formula

  1. Navigate to Administration > Custom Form Types

  2. For the Input-Based Formula, select Agreements & Promotions in the Module column, see the screenshot below.

UpgradeNotes_CFType.png

3. Edit the AGR_WarningConfig Company Parameters Table

  1. Open AGR_WarningConfig Company Parameters table.

  2. Remove the following records:

  • FORECAST_COST_PLUS_NO_VOLUME

  • FORECAST_COST_PLUS_NO_COST

  1. Add the following records:

  • MISSING_FORECAST_ADDER_DATA

Field

Value

Field

Value

Exception Code

MISSING_FORECAST_ADDER_DATA

Alert Message

Missing Forecast Adder Type and Base Adder on the Header

Solution

Origin

Display in Matrix

True

Alert Type

Red

Aborts Calculation

True

  • REVOKED_FORMULA_USED

Field

Value

Field

Value

Exception Code

REVOKED_FORMULA_USED

Alert Message

Revoked Formula selected on Line Item

Solution

Select an approved Formula.

Origin

Display in Matrix

True

Alert Type

Critical

Aborts Calculation

True

4. Edit the AGR_FormulaBasedPricingHeader_InputDefinitions Company Parameters Table

  1. Open AGR_FormulaBasedPricingHeader_InputDefinitions Company Parameters table.

  2. Add the following record:

Field

Value

Field

Value

Lookup Key

AGR_FormulaBasedPricingHeader_ForecastConfigurator

Input Name

forecastConfigurator_initializedHidden

Container Input Name

Execution Path

libs.AGR_InputGeneratorLib.AGR_FormulaBasedPricingHeader_ForecastConfigurator.getInitializedInput

Input Type

Configurator Entry

Is Active

✔

Order

1

  1. Adjust the existing record:

Field

Value

Field

Value

Lookup Key

AGR_FormulaBasedPricingHeader_ForecastConfigurator

Input Name

forecastConfigurator_forecastEngine

Container Input Name

Execution Path

libs.AGR_InputGeneratorLib.AGR_FormulaBasedPricingHeader_ForecastConfigurator.getForecastEngineInput

Input Type

Configurator Entry

Is Active

✔

Order

2

5. Edit the AGR_FormulaBasedPricing_InputDefinitions Company Parameters Table

  1. Open AGR_FormulaBasedPricing_InputDefinitions Company Parameters table.

  2. Change values in the following record:

    To the following values:

Field

Value

Field

Value

Lookup Key

AGR_FormulaBasedPricing_FormulaConfigurator

Input Name

formulaConfigurator_manageFormulas

Container Input Name

Execution Path

libs.AGR_InputGeneratorLib.AGR_FormulaBasedPricing_FormulaConfigurator.getManageFormulaInput

Input Type

Configurator Entry

Is Active

true

Order

1

  1. Change Order of Input Name (lineItem_formulaConfigurator) from 3 to 2:

6. Save Forecast Information in Condition Records If Needed

Since the Forecast calculation has been disabled during the recalculation of Condition Records, the recalculation will now remove Forecast outputs from the source-approved agreements and modify the calculation results to align with the last recalculation date. To retain any Forecast information, it must be saved in Condition Records.

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