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 Formula Maintenance

Use

You use this function to create and change CPE formulas. Additionally, you can display detailed results of the formula evaluation, trigger a new assembly or evaluation of a CPE formula, or navigate to the detailed results of the formula assembly or evaluation (formula analysis).

You need this function if you use commodity pricing in sales documents, purchasing documents, or in the trading contract, as well as for displaying or changing details of the formula processing.

Integration

You can call the Formula Maintenance view from the following price-relevant documents. For more information, see Integration of Commodity Pricing in Price-Relevant Documents .

Prerequisites

The prerequisites of Integration of Commodity Pricing in Price-Relevant Documents apply.

Features

Application Toolbar

The toolbar provides you with the following functions of commodity pricing:

  • New Assembly recalls formula assembly

  • Evaluation calls formula evaluation

  • Show Analysis calls formula evaluation and displays the detailed results

  • Display Error Log

Details

The detailed area consists of two levels.

On the first level, you can create and change formula or cross term data:

  • General Settings : Detailed settings and results of the formula calculation

  • Quantity Conversion : Detailed settings and results of quantity conversion at formula level

  • Grouping of Terms: Shows how the different terms are weighted in the formula evaluation

  • Term Input: Shows how the term results are calculated

  • Term Result: Result details of the term calculation

  • Formula Rounding: Configuration for rounding at formula level

  • Formula Conversion Input: Configuration for conversion at formula level

  • Formula Conversion Result: Results of the conversion at formula level

When you choose one of the tab pages, except Grouping of Terms , a further level of detail is available.

On the Term Input tab page, you can create and change term-specific input data:

  • Calculation Rule

  • Surcharge Rule

  • Period Determ. Quotation

  • Period Determ. Currency

  • Customer-Specific Input Fields

  • Term Rounding

  • Term Conversion Input

On the Term Result tab page, you can display the following term-specific details of the evaluation:

  • Calculation Rule

  • Surcharge Rule

  • Period Determ. Quotation

  • Period Determ. Currency

  • Customer-Specific Result Fields

  • Term Rounding

  • Term Conversion Result

On the Formula Rounding , Formula Conversion Input , and Formula Conversion Result tab pages, you can display and change the term-specific details for Term Rounding , Term Conversion Input , and Term Conversion Result .

  • Term Rounding

  • Term Conversion Input

  • Term Conversion Result

On tab pages with a list of entries, an additional toolbar provides you with options to add, delete, or copy data.

Reference to Customizing Objects

If a formula contains references to Customizing objects, the system reads the attributes of these objects and displays them in the formula maintenance. If you change these attributes in the formula maintenance, the system deletes the reference to these Customizing objects and creates a document-specific object in the following way:

  • Changes of detailed term data

    • If the formula refers to a complete formula in Customizing, the system removes this reference. The formula and the term whose data has been changed refer to the document only. For other existing terms in this formula, the reference to Customizing remains.

    • If the formula does not refer to a complete formula in Customizing, but rather the term whose data has been changed refers to a term in Customizing, the system removes this reference. As result, this term input data only refers to the document from that point on.

  • If detailed formula data or term grouping data is changed, the system removes the reference to Customizing for this formula. As result, this formula becomes document-specific. The existing terms still refer to terms in Customizing.

CPE Formula Analysis

This view allows you to display details of the formula assembly and the formula evaluation steps. When you perform formula analysis, this function calls again formula evaluation and formula assembly. During execution, detailed data is created and displayed in a table format. The data in this table can be filtered using various criteriathat allow you to examine the formula evaluation process in detail. The data displayed during formula analysis is not saved in the database.