Procedure Builder Tab

Procedure Builder tab is a convenient tool to set up a Pricing Procedure step by step, so you do not need to manually build the JSON query.

To use it, click the Procedure Builder button on the Pricing Procedure object:

By default, Builder for Pricing Procedure 1.0 is opened. To open Builder for Pricing Procedure 2.0, click Move to Advance Version:

Procedure Builder for v 1.0
Procedure Builder for v 2.0

Set up Pricing procedure settings:
- Procedure Type:
  - SUM
  - MULT
  - MIN
  - MAX
- Round:
  - Item
  - Group
- Round To
- Ignore Nulls
- Procedure Calculation Type Settings
  
  The Item type setting is missing in the resulting JSON itself, but it defines the JSON structure.
Click Save.

Set up Pricing Procedure steps:
- Procedure Step
  
  The Item type setting is missing in the resulting JSON itself, but it defines the JSON structure.
- Set Value Step
- Roll Up Step
- Drill Down Step
- SDK Step
  - Drag and drop steps with to arrange them in your desired order.
  - Use Add Step and Delete Step buttons to make a desired number of steps.
  - For the Type field in the Value Settings, select:
    
    String to select the price type
    
    Number to enter the decimal value
    
    Formula to set up formula settings:
    
    The MULTIPLY formula operator is displayed as multi in the JSON query.
    
    For each step, you can also set up Step Conditions. Useful notes:
- Use OR, AND, + and Add Group buttons to set up condition groups:
  - You can add up to 3 subgroups for each group.
  - For the AND group type, its subgroup type is automatically set to OR and vice versa.
- Click Delete group to delete condition group and to delete condition string.
Click Save.

Examples

Pricing Procedure 1.0

To generate JSON from the Workshop 2.2, do the following in the Procedure Builder for v 1.0:

These settings will generate the following JSON:

{ "procedure": { "type":"SUM", "items": [ {"calculationType":"Promo" } ] }}

Pricing Procedure 2.0

To generate JSON from the Workshop 2.3, make the following settings in the Procedure Builder for v 2.0:

Drill Down
Procedure
Procedure
Set Value
Roll Up
Set Value
Roll Up
Set Value
Roll Up

These settings will generate the following JSON:

Click to view

{
  "version": 2,
  "steps": [
    {
      "type": "drillDown",
      "baseObject": "orders__OrderLineItem__c",
      "basePrice": "ManualDiscountPercent__c",
      "result": [
        {
          "resultObject": "orders__DeliveryLineItem__c",
          "resultPrice": "ManualDiscountPercent__c"
        }
      ]
    },
    {
      "type": "procedure",
      "basePrice": "$.listPrice",
      "resultPrice": "$.unitPrice",
      "condition": {
        "operator": "OR",
        "items": [
          {
            "field": "ManualDiscountPercent__c",
            "operator": "lessOrEqual",
            "value": 0
          },
          {
            "field": "ManualDiscountPercent__c",
            "operator": "equal",
            "value": null
          }

        ]
      },
      "procedure": {
        "type": "MULT",
        "round": "item",
        "roundTo": 4,
        "items": [
          {
            "calculationType": "ClientBased"
          },
          {
            "calculationType": "Promo"
          }
        ]
      }
    },
    {
      "type": "procedure",
      "basePrice": "$.listPrice",
      "resultPrice": "$.unitPrice",
      "condition": {
        "operator": "AND",
        "items": [
          {
            "field": "ManualDiscountPercent__c",
            "operator": "greater",
            "value": 0
          }
        ]
      },
      "procedure": {
        "type": "MULT",
        "round": "item",
        "roundTo": 4,
        "items": [
          {
            "calculationType": "manualdiscountpercent"
          }

        ]
      }
    },
    {
      "type": "setValue",
      "object": "orders__DeliveryLineItem__c",
      "resultPrice": "$.unitPrice",
      "condition": {
        "operator": "AND",
        "items": [
          {
            "field": "$.unitPrice",
            "operator": "less",
            "value": 0
          }
        ]
      },
      "value": 0
    },
    {
      "type": "rollUp",
      "baseObject": "orders__DeliveryLineItem__c",
      "basePrice": "$.unitPrice",
      "method": "copyEqual",
      "result": [
        {
          "resultObject": "orders__OrderLineItem__c",
          "resultPrice": "$.unitPrice"
        }
      ]
    },
    {
      "type": "setValue",
      "object": "orders__DeliveryLineItem__c",
      "resultPrice": "$.totalPrice",
      "value": {
        "operator": "multi",
        "items": [
          "$.unitPrice",
          "$.quantity"
        ]
      }
    },
    {
      "type": "rollUp",
      "baseObject": "orders__DeliveryLineItem__c",
      "basePrice": "$.totalPrice",
      "method": "sum",
      "result": [
        {
          "resultObject": "orders__Order__c",
          "resultPrice": "$.totalPrice"
        },
        {
          "resultObject": "orders__Delivery__c",
          "resultPrice": "$.totalPrice"
        },
        {
          "resultObject": "orders__OrderLineItem__c",
          "resultPrice": "$.totalPrice"
        }
      ]
    },
    {
      "type": "setValue",
      "object": "orders__DeliveryLineItem__c",
      "resultPrice": "$.totalDiscount",
      "value": {
        "operator": "multi",
        "items": [
          {
            "operator": "sum",
            "items": [
              "$.listPrice",
              "- $.unitPrice"
            ]
          },
          "$.quantity"
        ]
      }
    },
    {
      "type": "rollUp",
      "baseObject": "orders__DeliveryLineItem__c",
      "basePrice": "$.totalDiscount",
      "method": "sum",
      "result": [
        {
          "resultObject": "orders__Order__c",
          "resultPrice": "$.totalDiscount"
        },
        {
          "resultObject": "orders__Delivery__c",
          "resultPrice": "$.totalDiscount"
        },
        {
          "resultObject": "orders__OrderLineItem__c",
          "resultPrice": "$.totalDiscount"
        }
      ]
    }
  ]
}