Associating an Algorithm with a Deal Type

Prerequisites

To associate an algorithm with a deal type, you should have:

  • System events defined in the application

  • Algorithms defined for the system events

Procedure

To associate an algorithm with a deal type:

  1. Ensure that the Algorithms section is expanded in the Deal Type screen when you are defining, editing, or copying a deal type.

    The Algorithms section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    System Event Used to indicate the system event when the algorithm is executed. The valid values are:

    • Customer/Deal References Using Quest - Used to indicate the algorithm that is triggered to search for deal references based on the questionnaire associated with the deal.

    • Deal Inactivation - Used to indicate the algorithm that is triggered to automatically inactivate the deals which are not updated in the system for a long time.

    • Hierarchy Creation Completion - Used to indicate the algorithm that is triggered for aggregating the service quantities of the customer, parent customers, grandparent customers, and sibling customers in the customer hierarchy of the deal.

    • Post Processing Price Item Post Simulation

    • Price Item Group List Filter - Used to indicate the algorithm that is triggered to select the price items and the hierarchy entities of an entity automatically based on whether the selection characteristic type specified in the parameter is defined for the respective price item and hierarchy entity.

    • Price Item Selection Validation - Used to indicate the algorithm that is triggered to validate the price item and hierarchy entity selection of an entity in a deal.
      Note: The algorithm attached to the Price Item Selection Validation system event is invoked when you click the Save & View Pricing & Commitment button in the Price Item Group Selection screen of the deal.

    • Price Item Approval - Used to indicate the algorithm that is triggered for approving the price items assigned to the entities in the customer hierarchy of the deal.

    • Profitability Calculation - Used to indicate the algorithm that is triggered for calculating the profitability of the proposed commitments defined for the price items while simulating the deal.

    • Recommended Products Using Questionnaire - Used to indicate the algorithm that is triggered for searching the recommended products for the deal.

    • Regular Price Item Post Simulation

    • Simulation Completion

    • Standard Price List Search

    • Terms and Conditions Filter - Used to indicate the algorithm that is triggered for selecting the deal, price item, and hierarchy entity level terms and conditions automatically based on whether the selection characteristic type specified in the parameter is defined for the respective deal, price item, and hierarchy entity.

    • Terms and Conditions Search Validation - Used to indicate the algorithm that is triggered to validate the terms and conditions selection of an entity at the deal, price item, and hierarchy entity level.
      Note: The algorithm attached to the Terms and Conditions Search Validation system event is invoked when you click the Save button in the Terms and Conditions screen.
    Note: The list includes only those values which are specified in the DEAL_​TYPE_​ALG_​ENT_​FLG lookup field.
    		 Yes
    Sequence Used to specify the order in which the algorithms with the same system event is executed. Yes
    Algorithm Used to indicate the algorithm attached to the system event.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Algorithm field. On clicking the Search icon, the Algorithm Search window appears.

    On specifying the value for an algorithm, the description of the algorithm appears corresponding to the Algorithm field.

    		 Yes
  2. Enter the required details in the Algorithms section.
  3. If you want to associate more than one algorithm with the deal type, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to disassociate an algorithm from the deal type, click the Delete (The Delete Icon) icon corresponding to the algorithm.
  4. Click Save.
    The algorithm is associated with the deal type.

Related Topics

For more information on... See...
Deal Type screen Deal Type
How to define a deal type Defining a Deal Type
How to edit a deal type Editing a Deal Type
How to copy a deal type Copying a Deal Type