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Hierarchical Look-Up Method


The Hierarchical Look-Up method looks up the closest, best, or accumulated value in an adjustment table for each row by considering each parent in a hierarchy. For example, it could be used to give discounts to companies based on their parent-company discounts. See Table 16 for further description.

Arguments
Table 16. Hierarchical Look-Up Method Arguments
Argument
Description

Context

Optional. Property set of variables shared across all rows.

Row Set

The set of rows to process.

Output Row Set

Optional. The property set used for output.

Process Condition

A Boolean condition that is evaluated to determine whether to process each row.

Hierarchy Business Object

The business object to query to retrieve the hierarchy (for example: Account).

Hierarchy Business Component

The business component to query to retrieve the hierarchy (for example: Account).

Row ID Field

The hierarchical ID field in the input row (for example: Account Id).

HBC ID Field

The ID field of the hierarchy business component (for example: Id).

HBC Parent Field

The parent ID field in the hierarchy business component (for example: Parent Account Id).

HBC Visibility Mode

Optional. The visibility mode of the hierarchy business component query.

HBC Search Specification

Optional. An additional search specification that is applied to the hierarchy query.

Business Object

The business object to query for matching records (for example: Agreement).

Business Component

The business component to query for matching records (for example: Agreement Item).

Search Specification

A search expression comprised of business component fields, literals, and variable values from {Context} and {Row}. For example:

[Product Id] = {Row.Product Id} AND [Effective From] <= Today() AND ([Effective To] IS NULL OR [Effective To] >= Today())

In Memory Search Specification

Optional. Additional terms that are ANDed with the Search Specification. The In Memory Search Specification is executed in memory. This can be used only if Cache Enabled is set to Y.

Cache Search Specification

Optional. Additional terms that define the key values for the Level 1 cache (for example: [Price List Id] = {Row.Price List Id}). See About PSP Cache.

Sort Specification

Optional. A comma-separated list of business component fields used to sort the query result.

Cache Enabled

Optional. Specifies whether to cache query results. Y or N. The default is N.

BC ID Field

The hierarchy object ID field on the query business component (for example: Account Id).

On First Match [1..20]

Actions to perform on the first query result for each input row.

On Match [1..20]

Actions to perform on every query result for each input row.

On Last Match [1..20]

Actions to perform on the last query result for each input row.

On No Match [1..20]

Actions to perform if there are no query results for an input row.

Implementing Aggregate Functions

The arguments for the Hierarchical Look-Up method are used with the aggregate functions shown in the following table. See Table 17 for further description.

Table 17. Hierarchical Look-Up Method Aggregate Functions
Aggregate Function
Approach

Closest

On First Match condition, set the output row value to a match record value.

Minimum

On Match condition, set the output row value to the value of an expression:

{Row.Value} = IIF({Match.Value} < {Row.Value}, {Match.Value}, {Row.Value})

Maximum

On Match condition, set the output row value to the value of an expression:

{Row.Value} = IIF({Match.Value} > {Row.Value}, {Match.Value}, {Row.Value})

Accumulated

On Match condition, set the output row value to the value of an expression:

{Row.Value} = {Row.Value} + {Match.Value}

NOTE:  This can be adjusted to support compounding adjustments.

Example

Figure 26 shows an example of arguments for a PSP procedure step named Hierarchical Contract Adjustment, which uses the Hierarchical Look-Up method.

Figure 26. Example of Arguments for Hierarchical Look-Up Method
Click for full size image

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