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Specifying Calculation Rules
Calculations are entered as calculation rules in a list, similar to how validation rules or Siebel personalization rules are administered. Calculation rules are specified in three stages:
- Specify a calculation rule-set. See To specify a calculation rule-set
- Specify variables used in the calculation. See To specify variables.
- Specify calculation details. See To specify calculation details.
To specify a calculation rule-set
- Navigate to Site Map > Administration - Application > Calculation Manager.
- In the Rule Sets list, create a new record and complete the fields.
Some fields are described in the following table.
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Name |
Name for the calculation rule set. Rule-set names are language independent. |
Comments |
Brief description for the rule set. |
Business Object |
Business object context for evaluating the rules. |
Array Output Business Component |
Business component context for writing the output of an array calculation, such as Amortization table calculation. |
Active Flag |
Flag to activate the calculation rule set. By default a calculation rule set if inactive. |
Script Flag |
Flag to indicate that the calculation rule is specified as a script rather than declarative rules. |
Type |
List of values that provides the ability to categorize rules for easier administration. |
Applet Title |
Title for the pop-up applet that appears when the calculation manager is invoked in the interactive mode. |
To specify variables
- Navigate to Site Map > Administration - Application > Calculation Manager.
- Select a Rule Set for which to specify variables.
- in the Variables list, create a new record and complete the fields.
Some fields are described in the following table.
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Sequence Number |
Sequence number for the variable specification. The variables on the pop-up applet appear in the sequence specified. |
Name |
Internal name for the variable used when specifying the calculation rule. Variable names can contain a maximum of 35 characters and cannot include spaces or arithmetic operators. |
Display Format |
Display format for the variable. Example, $###.## |
Display Name |
Label for the variable when presented to user. |
Type |
Type of variable. Values are Input, Output, or Output Array. |
Business Component |
Business component context for the variable. |
BC Field Name |
Business Component field name. If the variable is an input variable, the run-time value of the business component field name is assigned to this variable. If the variable is an output variable, the value calculated for the variable is written into the business component field name. |
Optional |
Optional variables are variables not critical to the calculation, but may be specified to alter the calculation. This flag defaults to "No." |
Default Value |
Default value for the variable in the calculations. This value appears in the dialog box for the variable. |
Testing Value |
Value for the variable when the Calculation Manager is invoked in the simulator. |
Suppress Display |
Flag to indicate that the variable is hidden and not displayed to the user when calculation manager is invoked in the interactive mode. |
Variable Include |
Include the variable in the script generation. |
To specify calculation details
- Navigate to Site Map > Administration - Application > Calculation Manager.
- Select a Rule Set for which to specify calculation details.
- In the Rules list, create a new record and complete the fields.
Some fields are described in the following table.
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Sequence Number |
Sequence number for the rule execution. |
Expression |
Calculation expression. The expression is guided by the following:
- Operator Support. All basic arithmetic operators, including exponents, are supported (+,-,*,/,^). Nested quantities (i.e. parentheses) are also supported.
- Simple Calculations. Simple calculations, such as a+b=c, are defined in a single row.
- Compound Calculations. Multiple rows of calculations may be specified in a single Template. This enables multiple variables to be calculated independently, and then used in subsequent calculations.
- For-Next Logic. Simple looping is supported to enable the generation of arrays. To accomplish looping, use a 'For' statement and a 'Next' statement. Example:
- If-Then-Else Logic. Simple If-Then-Else logic is supported declaratively. As in the case of For-Next, If-Then-Else statements appear on multiple rows of the calculation set. Nesting of If-Than-Else statements is supported.
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