Overview
Price Adjusting Selections are Configuration Selections marked as 'Price Adjusting'. They are handled differently than other Configuration Selections and do not carry Configuration Selection Components. They are used as a tool to add discount or markup to eligible price of the Configuration Session.
During the processing of the Configuration Session, they provide the ability for the user to add a miscellaneous charge or discount expressed as either:
The values declared may be a positive value (Charge) or a negative vale (Discount) and must be factored based on the configuration total rolled up price of the unit as these charges (or discounts) are additive to the total.
Terminology
Total Price of Dependent Components: Sum of the extended price for all Configuration Session Components that are not destined for their own Sales Order Line.
Fields
Price Adjusting Selection: Flags this Selection as Price Adjusting. When selected, 'Enter Quantity on Selection' also needs to be checked. Adjusting Selections may not carry Configuration Selection Components. If editing an existing selection that has Configuration Selection Components, edits on this checkbox will not be allowed.
Discount or Markup: Defines the Adjusting Selection as either a Charge (markup) or a Discount.
Fixed Amount or Percentage: Defines type of user input for this Selection as either a Fixed Amount or a Percentage (of the Total Price of Dependent Components) at the time the selection is made.
Processing
While processing a Configuration Session, If a Configuration Selection flagged as an 'Adjusting Selection' is selected, both a Configuration Session Selection and Configuration Session Component are created.
The Configuration Session Component will have a Quantity calculated as below depending on whether it is set to Fixed Amount or Percentage. This will be carried as the Price of the Configuration Session Component.
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Percentage: User Input Quantity on adjusting Configuration Selection multiplied by the Total Price of Dependent Components and divided by 100.
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Fixed Amount: User Input Quantity on adjusting Configuration Selection
If the Adjusting Selection is a Discount, the resulting quantity above will be treated as negative.
The created Configuration Session Component has below characteristics:
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Item: Configuration Selection Title
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Description: Configuration Selection Title
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Component Type: Miscellaneous
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Quantity Per: 1
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Unit of Measure: Each
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Cost: 0
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Price: Calculated output quantity based on Percentage or Fixed Amount setup
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Fixed Quantity: True
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Output to Individual SO Line: False
When the final Selection has been made (just prior to the ‘Configuration Complete’ message being given), those Configuration Selection Components created from an Adjusting Selection type 'Percentage', will have their Price recalculated to include the latest changes to the Configuration Session eligible price (total price of dependent components).
A Configuration Session with negative total price will not be allowed.
Maintenance
It is possible to also edit the Session Component price on the pop-up accessed from a Configuration Session > Configuration Session Components button.
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The Price allows for the display and entry of positive and negative values.
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When negative, the absolute value cannot exceed the Total Price of Dependent Components. User will receive error upon saving changes: Price cannot be less than zero
SEE ALSO
Product Configurator - Overview
Configuration Selection
Configuration Selection Component
