Price Item and Hierarchy Entity Selection in a Deal Based on Characteristic Value

The system provides an alternative solution wherein the price items and hierarchy entities are automatically selected based on their characteristic in the Price Item Group Selection screen. Two new algorithm spots named Price Item Group List Filter and Price Item Selection Validation are available while defining a deal type. A new algorithm type named C1-DPIG-ELIG is introduced in this release. This algorithm checks whether the characteristic type specified in the parameter is defined on each price item and hierarchy entity. A new characteristic type named C1_SEL_T is shipped with the product. It has three predefined values - Standard, Mandatory, and Optional. On accessing the Price Item Group Selection screen of an entity for the first time in a deal, the system checks whether the C1-DPIG-ELIG algorithm is attached to the Price Item Group List Filter system event in the respective deal type.

If the C1-DPIG-ELIG algorithm is not attached to the Price Item Group List Filter system event in the respective deal type, the system behaves in the traditional manner. However, if the C1-DPIG-ELIG algorithm is attached to the Price Item Group List Filter system event in the respective deal type, the system checks whether the characteristic type specified in the C1-DPIG-ELIG algorithm is defined for each price item and hierarchy entity. If so, the system behavior for each price item and hierarchy entity varies depending on the value defined for the C1_SEL_T characteristic type on the respective price item and hierarchy entity. The following table explains the significance of each predefined characteristic value:

Characteristic Value	System Behavior
Standard	If the characteristic value is set to Standard, the system, by default, selects the check box corresponding to the price item or hierarchy entity in the Price Item Group Selection screen. The check box is editable. If the C1_SEL_T characteristic of a parent entity in the price item hierarchy is set to Standard, the system checks the C1_SEL_T characteristic of each child entity in the respective hierarchy and behaves based on the value defined for the C1_SEL_T characteristic type on the respective child entity.
Mandatory	If the characteristic value is set to Mandatory, the system, by default, selects the check box corresponding to the price item or hierarchy entity in the Price Item Group Selection screen. The check box is non-editable. If the C1_SEL_T characteristic of a parent entity in the price item hierarchy is set to Mandatory, the system checks the C1_SEL_T characteristic of each child entity in the respective hierarchy and behaves based on the value defined for the C1_SEL_T characteristic type on the respective child entity.
Optional	If the characteristic value is set to Optional, the system, by default, does not select the check box corresponding to the price item or hierarchy entity in the Price Item Group Selection screen. The check box is editable. If the C1_SEL_T characteristic of a parent entity in the price item hierarchy is set to Optional, the system does not check the C1_SEL_T characteristic of each child entity in the respective hierarchy and considers all the child and grandchild entities as optional.

The following table illustrates how the price items and hierarchy entities would be selected based on their characteristic value:
Level 1	Level 2	Level 3	Characteristic Value	Check Box Selected (Y or N)	Check Box Disabled (Y or N)
PG1	-	-	Standard	Y	N
	PG2	-	Mandatory	Y	Y
		PI1	Mandatory	Y	Y
		PI2	Optional	N	N
	PI3	-	Standard	Y	N
	PI4	-	Optional	N	N
	PG3	-	Optional	N	N
		PI5	Mandatory	Y	Y
		PI6	Standard	Y	N

If a user deselects a price item or hierarchy entity, the system deselects all the child entities including the mandatory entity (if any) in the respective hierarchy. However, if a user selects a price item (for example, PI1 in the above example which was deselected earlier), the system does the following:

Checks the C1_SEL_T characteristic of other siblings (i.e. PI2) in the hierarchy and behaves based on the value defined for the C1_SEL_T characteristic type on the respective sibling entity.
Selects the check box corresponding to the immediate parent and its grandparent hierarchy entities (i.e. PG2 and PG1) in the price item hierarchy.
Checks the C1_SEL_T characteristic of the child entities in the parent and grandparent hierarchies (i.e. PI3, PI4, PG3) and behaves based on the value defined for the C1_SEL_T characteristic type on the respective child entity.

However, if a user selects a hierarchy entity (i.e. PG2), the system does the following:

Checks the C1_SEL_T characteristic of the child entities (i.e. PI1 and PI2) in the respective hierarchy and behaves based on the value defined for the C1_SEL_T characteristic type on the respective child entity.
Selects the check box corresponding to the immediate parent and its grandparent hierarchy entities (i.e. PG1) in the price item hierarchy.
Checks the C1_SEL_T characteristic of the child entities in the parent and grandparent hierarchies (i.e. PI3, PI4, PG3) and behaves based on the value defined for the C1_SEL_T characteristic type on the respective child entity.

You can opt to validate the selection (if required) by designing a custom logic and then attaching the algorithm to the Price Item Selection Validation system event of the respective deal type. On clicking the Save & View Pricing & Commitment button, the system will invoke the algorithm attached to the Price Item Selection Validation system event and accordingly validate the price item and hierarchy entity selection of an entity in the deal.

Earlier, while using the search filter in the Price Item Group Selection screen, the system used to extract only those price items and hierarchy entities which met the search criteria. Now, the system highlights the price item hierarchies in the entire set with either the green or grey color. Two shades of grey are used - one highlights the entire price item hierarchy where none of price items or hierarchy entities meet the search criteria, and another highlights the price item hierarchy where one or more price items or hierarchy entities but not all meets the search criteria. The system highlights the price item hierarchy with the green color when all its price items or hierarchy entities meet the search criteria. Two new icons named Up and Down are available in the Search Criteria section which enable you to quickly jump from one search result to another (highlighted in the green color).

Now, on clicking the Select All button in the Price Item Group Selection screen, the system selects all the hierarchy entities and price items irrespective of the C1_SEL_T characteristic value. However, on clicking the Deselect All button in the Price Item Group Selection screen, the system deselects all the hierarchy entities and price items except the ones where the C1_SEL_T characteristic value is set to Mandatory.