Terms and Conditions Selection in a Deal Based on Characteristic Value
Earlier, the system, by default, did not select the deal, price item, or hierarchy entity level terms and conditions while creating a deal. You had to manually select the required terms and conditions for the deal, price items, and hierarchy entities.
Now, the system provides an alternative solution wherein the terms and conditions at the deal, price item, and hierarchy entity levels are automatically selected based on their characteristic in the Terms and Conditions screen. Two new algorithm spots named Terms and Conditions Filter and Terms and Conditions Selection Validation are available while defining a deal type. A new algorithm type named C1-DEAL-TCFL is introduced in this release. This algorithm checks whether the selection characteristic type specified in the parameter is defined on the deal, price item and hierarchy entity level terms and conditions. A new characteristic type named C1_SEL_T is shipped with the product. It has three predefined values - Standard, Mandatory, and Optional. While creating a deal, the system checks whether the C1-DEAL-TCFL algorithm is attached to the Terms and Conditions Filter system event in the respective deal type. If the C1-DEAL-TCFL algorithm is not attached to the Terms and Conditions Filter system event in the respective deal type, the system behaves in the traditional manner. However, if the C1-DEAL-TCFL algorithm is attached to the Terms and Conditions Filter system event in the respective deal type, the system checks whether the selection characteristic type specified in the C1-DEAL-TCFL algorithm is defined for the deal, price item, and hierarchy entity level terms and conditions. If so, the system behavior for each terms and conditions varies depending on the value defined for the C1_SEL_T characteristic type on the respective terms and conditions. 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 deal, price item, or hierarchy entity level terms and conditions in the Terms and Conditions screen. The check box is editable. |
| Mandatory | If the characteristic value is set to Mandatory, the system, by default, selects the check box corresponding to the deal, price item, or hierarchy entity level terms and conditions in the Terms and Conditions screen. The check box is non-editable. |
| Optional | If the characteristic value is set to Optional, the system, by default, does not select the check box corresponding to the deal, price item, or hierarchy entity level terms and conditions in the Terms and Conditions screen. The check box is editable. |
The following table explains the above scenarios with the help of an example:
| Level | Terms and Conditions | Characteristic Value | Check Box Selected (Y or N) | Check Box Disabled (Y or N) |
|---|---|---|---|---|
| Deal | T1 | Standard | Y | N |
| Deal | T2 | Mandatory | Y | Y |
| Deal | T3 | Optional | N | N |
| Price Item | T4 | Standard | Y | N |
| Price Item | T5 | Mandatory | Y | Y |
| Price Item | T6 | Optional | N | N |
| Hierarchy Entity | T7 | Standard | Y | N |
| Hierarchy Entity | T8 | Mandatory | Y | Y |
| Hierarchy Entity | T9 | Optional | N | N |
If required, you can anytime deselect or select any standard or optional terms and conditions at the deal, price item, or hierarchy entity level. If the selection characteristic type is not specified in the C1-DEAL-TCFL algorithm or if the selection characteristic type is not defined for the terms and conditions, the system considers the terms and conditions as optional at the respective level.
You can opt to validate the selection (if required) by designing a custom logic and then attaching the algorithm to the Terms and Conditions Selection Validation system event of the respective deal type. On clicking the Save button, the system will invoke the algorithm attached to the Terms and Conditions Selection Validation system event and accordingly validate the terms and conditions selection at the deal, price item, or hierarchy entity level. Now, on clicking the Select All button in the Terms and Conditions screen, the system selects all the terms and conditions at the respective level irrespective of the C1_SEL_T characteristic value. However, on clicking the Deselect All button in the Terms and Conditions screen, the system deselects all the terms and conditions at the respective level except the ones where the C1_SEL_T characteristic value is set to Mandatory.