Introduction
Product Properties with Price Influence are suitable for specifying products in the offer more precisely in terms of content, and these properties also influence the price calculation.
Create a new product property of the record type "Product Property with Price Influence". The mask for configuring the product property opens:
Basic Configuration
The exact basic vonfiguration is as follows:
Field Name | API-Name | Function |
|---|---|---|
Product Property | Name | Under this name the product property is displayed in the offer |
Property Type | sf42_quotefx__SF42_PropertyType__c | The property type determines the way the property is queried in the quote editor. Possible characteristics are:
|
Preassigned Value | sf42_quotefx__SF42_PreassignedValue__c | Optional, at this point a value can be specified with which the property is preset. In the case of a checkbox, the available values are 'true' and 'false'. |
Unit Text | sf42_quotefx__SF42_UnitText__c | Optional, this text appears in the offer after the payment input for more precise specification, e.g. a unit of measurement. |
Mandatory | sf42_quotefx__SF42_isMandatory__c | Optional, if this checkbox is set, it is mandatory to specify the product property. Otherwise it could also be skipped in the product dialog |
hidden | sf42_quotefx__SF42_isHidden__c | If set to 'true', the product property will appear in the Quote Editor, but not in the printout. |
Order | sf42_quotefx__SF42_CalcOrder__c | Optional, determines the query order for multiple product properties of the same record type for a product. For more details, see the Calculation section. |
Opp Lineitem API | sf42_quotefx__SF42_OppLiAPIfieldname__c | Optionally, here you can define on which field of the opportunity product the determined value should be written (esp. property type Table/Relation). |
Relations
The Relations section specifies the product(s) or product group(s) to which the product property relates:
Field Name | API-Name | Function |
|---|---|---|
Product | sf42_quotefx__SF42_Product__c | The product property refers to this product |
Product Group | sf42_quotefx__SF42_Product_Group__c | As an alternative to the "Product" category, the price calculation can also refer to products of a product group. |
secondary Product Group | sf42_quotefx__SF42_Product_Group_2__c | Indicates the secondary product group, if applicable. Important: The product property then only applies to products that have exactly this combination of parent and child product group. |
The sections "Basic Configuration" and " Relations" are to be filled in the same way for all property types.
Calculation
Der Abschnitt "Kalkulation" legt den Operator , den Typ (Prozent oder Betrag) sowie den Kalkulationswert der Eigenschaft fest.
Field Name | API-Name | Function |
|---|---|---|
Operator | sf42_quotefx__SF42_calc_Operator__c | Sets the operator, and thus whether it is a markup or markdown. The choices are + , - , = |
Value Type | sf42_quotefx__SF42_calc_ValueType__c | Determines whether the value is absolute or relative. The choices are amount or percent. |
Calculation Value | sf42_quotefx__SF42_calc_Value__c | This value is used to calculate the property. For example, a configuration with the calculation value 100, the operator + and type Amount (€) calculates a markup of 100 € |
All three fields are mandatory, see the individual property types below for more details.
Special feature of the operator =
A product property with operator = overwrites the list price of the underlying product together with all previously entered product properties with price influence. So here the order of the different properties plays a role! Product Properties with Price Influence, which are inserted afterwards, are calculated on the basis of the new list price.
If the list price of a product is 0 €, the value of the first product property with calculation is also written to the list price. If there are other properties with calculation, their value will be shown as usual under Properties.
Property types
Property type “Number”
The specification of the "Number" type property is done in the "Additional for Number" section. The following fields are to be filled in here:
Field Name | API-Name | Function | Example |
|---|---|---|---|
Value 1 enabled | sf42_quotefx__SF42_Value1Enabled__c | Mandatory field, to be able to query a number, value 1 must be active |  |
Value 1 minimum | sf42_quotefx__SF42_Value1Min__c | Optional, at this point a lower limit can be defined | 2 |
Value 1 maximum | sf42_quotefx__SF42_Value1Max__c | Optional, an upper limit can be defined at this point | 15 |
Value 2 enabled | sf42_quotefx__SF42_Value2Enabled__c | Optional, with this checkbox another number field can be activated | |
Value 2 minimum | sf42_quotefx__SF42_Value2Max__c | see above | |
Value 2 maximum | sf42_quotefx__SF42_Value2Min__c | see above |
Calculation logic property type “Number”
For the product property with calculation of the type "Number", both the calculation value and the "Value 1" assigned in the quoting process are used.
Operator | Type | Example Calculation Value | Example Value 1 | Example Price Book Entry product (PBE) | Product property calculation | Example Calculated Value of property | End price in the offer | Example |
|---|---|---|---|---|---|---|---|---|
= | % | 10 | 25 | 1000 | = (PBE/100 * Calculation Value * Value 1) | 0 | Value of the property overwrites list price | 2500 |
+ | % | 10 | 25 | 1000 | + (PBE/100 * Calculation Value * Value 1) | 2500 | PBE + Value of property | 3500 |
- | % | 10 | 25 | 1000 | - (PBE/100 * Calculation Value * Value 1) | -2500 | PBE - Value of property | -1500 |
= | € | 10 | 25 | 1000 | = (10 * 25) | 0 | Value of the property overwrites list price | 250 |
+ | € | 10 | 25 | 1000 | + (10 * 25) | 250 | PBE + Value of property | 1250 |
- | € | 10 | 25 | 1000 | - (10 * 25) | -250 | PBE - Value of property | 750 |
The sections - "Additional for Dropdown/Multipicklist", "Additional for Relation/Table" - do not matter for type "Number".
Property type “Checkbox”
With the property type "Checkbox" you can insert a checkbox as a product property. Only when this is set does the calculation defined in the “Calculation” section take effect.
The sections - "Additional for Dropdown/Multipicklist", "Additional for Relation/Table" and "Additional for Number" - are irrelevant for the "Checkbox" type.
Property type “Dropdown”
The specification of the "Dropdown" type property is done in the "Additional for Dropdown/Multipicklist" section. Here, the values available for selection must be entered in the "Dropdown Values" field - separated by commas, without spaces. At the same time, the associated calculation values must be entered in the "Dropdown Calculation" field.
Field Name | API-Name | Function |
|---|---|---|
Dropdown Values | sf42_quotefx__SF42_DropdownValues__c | Captures the characteristics available for selection, e.g. size, color, length... |
Dropdown Calculation | sf42_quotefx__SF42_DropdownCalc__c | With this value and the operators and types specified in the “Calculation” area, the property is calculated. A configuration of + 100 € calculates a markup of 100 € |
The field sf42_quotefx__SF42_DropdownCalc__c stamps the "Calculation Value" entered under "Calculation". This plays no role for the calculation of this type and should be filled with "0" to avoid irritations.
Calculation logic for type “Dropdown” and “Checkbox”
Operator | Typ | Bsp. Preisbucheintrag | Bsp. | Berechnung der Produkteigenschaft | Bsp. errechneter Wert der Produkteigenschaft | Endpreis im Angebot | Bsp. |
|---|---|---|---|---|---|---|---|
= | % | 75.000 | 50 | PBE/100*Kalkulationswert | 0 | Wert der Produkteigenschaft überschreibt Listenpreis | 37.500 |
+ | % | 75.000 | 50 | PBE/100*Kalkulationswert | 37.500 | PBE + Wert der Produkteigenschaft | 112.500 |
- | % | 75.000 | 50 | -(PBE/100*Kalkulationswert) | -37.500 | PBE - Wert der Produkteigenschaft | -37.500 |
= | € | 75.000 | 50 | Kalkulationswert | 0 | Wert der Produkteigenschaft überschreibt Listenpreis | 50 |
+ | € | 75.000 | 50 | Kalkulationswert | 50 | PBE + Wert der Produkteigenschaft | 75.050 |
- | € | 75.000 | 50 | -Kalkulationswert | -50 | PBE - Wert der Produkteigenschaft | 74.950 |
Eigenschaftstyp Beziehung und Tabelle
s. Verwendung von Object Queries
Anzeige im Angebotseditor
Produkteigenschaften mit Berechnung werden im Angebotseditor beim Einfügen des Produkts abgefragt und können auch später über den Produkt-Detail-Dialog bearbeitet werden:
Die Summe der errechneten Eigenschaften wird im Produkt-Detail-Dialog in einer eigenen Spalte ausgewiesen:
User mit der Berechtigung "appero quote Admin" können über den Namen der Produkteigenschaft auf den zugehörigen Datensatz in Salesforce navigieren. Die Produkteigenschaft öffnet in einem neuen Tab, so dass der Angebotsprozess nicht unterbrochen wird.
Im Angebot selbst erscheinen die Produkteigenschaften in einer eigenen Zeile, in der auch der Kalkulationswert separat aufgeführt wird:
