Editing a calculation group and calculating a case

After having configured Products/services in a case and saved the case, it is automatically calculated and marked as such (Updated checkbox). Every change to the product structure resets the calcula­tion to zero. You can determine which calculation group (field CGR) is used in the respective case-specific Products/services. Any change to the case leads to an automatic recalculation. You can have a case recalculated using the Calculate function when you notice that the case is not calculated automatically.

  1. Open a sales record.
  2. Switch to the Calculation tab.
  3. In the CGR field, click the number, or the title in the Name field to open the calculation group.
  4. Update the calculation group if necessary and click OK.
  5. Or select the New calculation group function in the tab to create a new CGR.
  6. Assign a unique Name, edit the calculation group and save it.
  7. Switch to the Products/services tab, or open a case-specific position.
  8. Enter the number of the calculation group in the CGR field.
  9. From the Selected field, choose the positions with which the case should be calculated.
  10. The case is calculated when you save the record or update the form using the standard Load com­mand.
  11. The Calculation data field now has a checkmark in the tab, and the sales price is displayed. The case is now calculated.

Note: Remember that a case can only be calculated if a price was specified for the neutral product.

Calculation and turnover planning are system-technically independent of each other. This allows you to manually apply the commission-relevant net planning and the probability-related weighted calcu­lation on the basis of the current calculation data, to correct it if necessary, and to adapt it to the turnover planning.