Upgrade Notes - Agreements Accelerator 1.2.0

1. New default Formula Designer parameters

Open formulaDesigner Advanced Configuration and replace additionalParameters key with new definition:

"additionalParameters": {
  "SKU": {
    "label": "Product Id",
    "type": "string"
  },
  "CURRENCY": {
    "label": "Currency",
    "type": "string"
  },
  "UOM": {
    "label": "Unit of Measure",
    "type": "string"
  },
  "AGREEMENT_START_DATE": {
    "label": "Agreement Start Date",
    "type": "string"
  },
  "AGREEMENT_END_DATE": {
    "label": "Agreement End Date",
    "type": "string"
  }
}

If you added custom parameters previously, merge them to the new list.

2. Introduce Calculation Dimensions

Following changes will adjust configuration structure to use only sku as a calculation dimension, so functionally, there will be no difference in calculations from previous version, but you need these changes to be able to introduce your own dimensions, as explained in How to Add new Calculation Dimension.

Advanced Configuration

Definition of Product ID needs to be removed from configuration. For every Advanced Configuration: AGR_CostForecast_AdvancedConfiguration, AGR_Historical_AdvancecConfiguration and AGR_VolumeForecast_AdvancedConfiguration replace this key:

 "productIdFieldName": "sku"

With this one:

"calculationDimensions": {
  "SKU": "sku"
}

Also, remove this key from AGR_Historical_AdvancedConfiguration:

 "customerIdFieldName": "CustomerId"

Company Parameters

Add this Company Parameter definition and Preferences into your studio project and deploy it to partition: AGR_1.2.0_upgrade_notes_pp_calcdim.zip Merge the changes with your customization if needed.

Condition Record Set

Columns depend on calculation dimension configuration so a new Calculation Key column needs to be added. It’s impossible to change number of keys in existing Condition Record Set, so a new one should be created where this change is applied. The default configuration that comes with new version of the accelerator can be user as a template. If no changes were made in the record set used on project, just renaming it and deploying will be enough: AGR_1.2.0_upgrade_notes_recordset.zip

3. Formula Management Admin Wizard

It allows for removal of Formula Types and should be used only by administrators as it can lead to corruption of agreements in the system when used without caution.

Bound Call

Navigate to Administration → Configuration → Bound Partitions and add a new bound partition:

• Name: AGR_Local_Partition

• Base URL: url of your cluster, eg. https://tmpl.pricefx.eu/

• Partition Name: current partition name

• Username: technical user you will use for wizard

• Password: password for this user

Selected user needs to have the [AGR] Formula Admin role assigned.

Security

Navigate to Administration → Access Admin → User Group Admin and add a new user group:

• Name: AGR_FormulaAdmin

• Label: [AGR] Formula Admin

Add this role definition into your studio project and deploy it to partition: AGR_1.2.0_upgrade_notes_roles.zip

Configuration Wizard

Add this wizard definition into your studio project and deploy it to partition: AGR_1.2.0_upgrade_notes_wizard.zip

See How To Delete Formula Types Using the Formula Management Wizard.

4. Handling Scenario Inputs via Input Manager

Add this Company Parameter definition and Preferences into your studio project and deploy it to partition: AGR_1.2.0_upgrade_notes_scenarioinputs.zip Merge the changes with your customization if needed.

5. Updating Warning Configuration

1. Open AGR_WarningConfig Company Parameters table.

2. Remove the following record:

• NO_PRODUCT_GROUP

3. Add the following records:

• INVALID_VALIDITY_DATES

• MISSING_CALCULATION_ITEMS

• EXCHANGE_RATE_NOT_FOUND

6. Add Custom Form Type Label Translations

Navigate to Administration → Custom Form Types and edit custom form types:

• AGR_Formula → Edit → Translations → Add

  • Language: <Default>

  • Singular: Formula

  • Plural: Formulas

• AGR_InputBasedFormula → Edit → Translations → Add

  • Language: <Default>

  • Singular: Input-Based Formula

  • Plural: Input-Based Formulas

7. Add Forecast Type Labels

Navigate to Company Parameters → AGR_ForecastTypes -> right mouse click on table header -> Customize Attribute Extensions and add a new one, forecastTypeLabel:

• Label: Forecast Type Label

• Label Translations: Forecast Type Label

• Description: Label shown in Forecast selection dropdown

• Type: String

Fill in values in newly created column:

• AGR_Forecast_Average → Cost + Adder

• AGR_Forecast_CostPlus → Average + Sales Target

8. Update default contract table preference

Add this preference definition into your studio project and deploy it to partition: AGR_1.2.0_upgrade_notes_preference.zip