Improve the accuracy of catalog item reporting

Manu143
Tera Contributor

‎02-09-2024 04:22 AM

Hi Community,

 I have one requirement -

  1. 1. Need to create New Variable in  one catalog item:

    • A new variable (yes/no) named "AccurateCalculation" is added to the catalog item form.
    • The variable is based on the total dollar amount of the purchase and automatically set to "yes" if the total dollar amount meets certain criteria(e.g amount is >=100k dollar).

  2. 2: Calculation Logic for "AccurateCalculation":

    • The calculation logic for "AccurateCalculation" is implemented to evaluate whether the total dollar amount warrants a "yes" value.
    • Criteria for setting the variable to "yes" are defined and implemented in the purchase request form.

  3. 3: Application of New Variable to Reporting Feature:

    • The "AccurateCalculation" variable is integrated into the reporting feature to ensure accurate representation of asset values.
    • A comprehensive test is conducted to confirm that the reporting feature correctly considers the new variable.
  4. 4.How to achieve this?  AccurateCalculation(Yes/No) variable should not display on catalog form it's for the reporting purpose.

 

Thanks,

Manu

 

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Dr Atul G- LNG
Tera Patron
Tera Patron

‎02-09-2024 04:27 AM

Hi @Manu143 

 

  1. 1. Need to create New Variable in  one catalog item:

    • A new variable (yes/no) named "AccurateCalculation" is added to the catalog item form.
    • Atul: Create a variable and with type Yes /NO
    • The variable is based on the total dollar amount of the purchase and automatically set to "yes" if the total dollar amount meets certain criteria(e.g amount is >=100k dollar).
    • Atul: Put a UI policy for this on total amount.

  2. 2: Calculation Logic for "AccurateCalculation":

    • The calculation logic for "AccurateCalculation" is implemented to evaluate whether the total dollar amount warrants a "yes" value.
    • Criteria for setting the variable to "yes" are defined and implemented in the purchase request form.

  3. 3: Application of New Variable to Reporting Feature:

    • The "AccurateCalculation" variable is integrated into the reporting feature to ensure accurate representation of asset values.
    • A comprehensive test is conducted to confirm that the reporting feature correctly considers the new variable.
  4. 4.How to achieve this?  AccurateCalculation(Yes/No) variable should not display on catalog form it's for the reporting purpose

ATul: You can easily create the Report on variables.

 

It is simple use case and I must say, try at your end and you can do. 

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Dr. Atul G. - Learn N Grow Together
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SunilKumar_P
Giga Sage

‎02-09-2024 04:32 AM - edited ‎02-09-2024 04:33 AM

Hi @Manu143, you can try below.

 

  • A new variable (yes/no) named "AccurateCalculation" is added to the catalog item form.

--> Create a 'AccurateCalculation' variable and hide it on the Catalog Item view, requested Item View and Catalog task view using the UI Policy.

 

  • The variable is based on the total dollar amount of the purchase and automatically set to "yes" if the total dollar amount meets certain criteria(e.g amount is >=100k dollar).

-->Once the requested is submitted, you can query the purchase value and if the value is >=100K dollar, set the 'AccurateCalculation' value to yes using the (current.variables.<variableName> == true / 'Yes') in the workflow.

 

 

Regards,
Sunil