Quote Data Extractor | Pricefx Knowledge Base

Quote Data Extractor is a logic to extract data from quotes. It produces a map for each quote line item and returns the extracted list.

Extraction levels:

Q – quote data
QLI – quote line item data
QLI_INPUT – quote line item input data
QLI_OUTPUT – quote line item output data
W – quote workflow data

Further in this section:

Mapping Configurations

Map which defines configurations to extract:

def mapping = [
	quoteId:[expression:"uniqueName",level:"Q"],
	....
]

Then it produces a result as a map for each line item:

[quoteId:"extracted Quote Id",
 ... 
]

Extract Configurations

String or Map which define what to get from which level. If a level is not specified, the extractor will search for all levels by the configured order ["Q","QLI","QLI_INPUT","QLI_OUTPUT", "W"] and will return the first found.

Expression – Specifies the key to get data in a map-like structure (Q, QLI, W).Predefined keys for the workflow level: ApprovedDateTime – Date time of the last approved stepSubmittedDateTime – Submitted date timeDeniedDateTime – Denied Date timeDenyStep – Name of the Denied stepApprovedSteps – List of Approved stepsDeniedSteps – List of Denied stepsApprovalSteps – List of approval stepsNumberOfApprovalSteps – Number of approval stepsApprovalProcessing – Shows if the workflow is processed or not (boolean)Predefined keys for the quote level: ConveretedToDealDateTime – When a quote was converted to dealMarkedAsLostDateTime – When a quote was marked as lostRevokedDateTime – When a quote was revokedNeedApproval: Shows if a quote needs an approval or not (boolean)

Level – Specifies the search level.

def mapping = [
	quoteId:[expression:"uniqueName",level:"Q"], //get uniqueName in Quote :[uniqueName:"name", version:123,...]
	....
]

Dot expression (.) – Specifies the sub key to find in a multiple level map structure.

def mapping = [
	submitDateTime:[expression:"activeStep.stepHistory.date",level:"W"], /* get date from Workflow :[
						activeStep:[
							stepHistory:[date:"01-01-2014"],
							...
						],
						...
					] */
	....
]

Multiple keys searching – Specifies multiple keys to try, the first found is returned.

def mapping = [
	quantity:[[expression:"quantity",level:"QLI_INPUT"],[expression:"Quote Quantity",level:"QLI_INPUT"]], //get quantity or "Quote Quantity" from Quote lineitem input
	....
]

Default value – Specifies the default value if the result not found.

def mapping = [
	quantity:[[expression:"quantity",level:"QLI_INPUT"],[expression:"Quote Quantity",level:"QLI_INPUT",default:"20"]], //get quantity or "Quote Quantity" from Quote lineitem input, if nothing found default is 20
	....
]

Brackets expression – Specifies a search formula (evaluated using the FormularEvaluator library) or an index to get data in a list structure or using the last/first keyword (to get teh last item / first item in a list).

def mapping = [
	submitDateTime1:[expression:"activeStep.stepHistory.history.[0].date",level:"W"], //get date of first history from workflow
	submitDateTime:[expression:"activeStep.stepHistory.history.[status=='INITIALIZED'].[0].date",level:"W"], /* get date from Workflow :[
						activeStep:[
								stepHistory:[
									[status:"INITIALIZED",date:"01-01-2014"],
									[status:"SUBMITTED",date:"01-01-2014"],
									...
								],
								...
							],
							...
						] where status is INITIALIZED */
	....
]

Constant type – Returns the defined value.

def mapping = [
	constantValue: [type:"constant", value:"value"], // return value of the constant type
	...
]

Calculation type – Returns the calculated value from an expression using the FormularEvaluator library. The calculation type is calculated after all data are extracted from the quotes.

def mapping = [
	approvalSteps:[expression:"steps",level: "W"], // get number of approval steps from workflow, return a list of step
	numberOfApprovalSteps:[type:"calculation",expression:"IF(IS_NULL(approvalSteps),0,SIZE(approvalSteps))"], // after extract all data, calculate number of approval step.
	...
]

String – You can specify mapping as a String. The extractor will use the string as a key to search for all levels, the first found is then returned.
```
def mapping = [
	quantity:"Quote Quantity",
	submitDateTime:"activeStep.stepHistory.history.[status=='INITIALIZED'].date",
	....
]
```

Mapping Configurations

Mapping configurations are read from a price parameter "QuotesDataExtractorMappingConfiguration".

Set up and Run

Create a Calculation Data Load.
Quote Data Extractor is used to extract data and load extracted data to a Datamart for further use. It is run by a Calculation Data Load.
Select a target for the Data Load.
Target is the Datamart or Data Source into which you would like to load the quote data from the extractor into. There is a predefined Datamart named “Quotes_Data” created for that.
Select Feeder logic.
Feeder logic provides individual quote IDs for calculation logic to extract.
Select Calculation logic.
Query a quote by quote ID provided by the feeder, then extract and load to the target Datamart.
Save and run the logic.
After all settings are correct, save and run the Data Load.
Check the results.
After a successful Data Load run (the processing can take a while) open the target Datamart and compare the results with data in the quote.