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Manage Transaction Line

Overview

This topic covers administration of the sub document (Transaction Line ) using the Redwood interface pages. Refer to Commerce Documents for administration using the classic interface pages.

Each Commerce process contains one document set. There are two types of Commerce documents: main document (e.g. Transaction) and sub-document (e.g. Transaction Line).

A document set is comprised of a main document with an attached sub-document. Using these document types, you can create flexible Commerce processes.

For every process, Commerce documents are created in a one-to-one relationship.
Every main document can be mapped to only one sub-document.
A summary of sub-document data also appears on main documents, in the Line Item Grid.

Example: A process named RFQ can contain a main document and a corresponding sub-document (RFQ sub). Main documents are used for general information pertaining to the Transaction, like customer name or billing and shipping information, while sub-documents are used as product detail pages.

Manage Transaction Line Page

The Manage Transaction Line page provides access to transaction line settings, attributes, actions, and rules.

To access the transaction line document, navigate to: Admin Home > Quotes > Process > Manage Transaction Line

Manage Transaction Line

Item	Description
1	Access the Deployment Center
2	Transaction Line tabs: About: Manage transaction line level settings Attributes: Manage transaction line level attributes Actions: Manage transaction line level actions for the selected transaction Rules: Manage transaction level line rules
3	Basic: Manage / view the transaction line Name, Variable Name, and Description
4	Layout: If enabled, this section provides access to the JET and Legacy layouts. For Redwood user side quote interface pages, refer to the Redwood Quote Designer to manage the quote layout.
5	Advanced: Manage the following transaction line settings. Manage Auto Updates: View / manage transaction line document Auto Update Before and After Formulas. Standard Process Documents are pre-populated with a default values. Refer to Manage a Transaction Line for more information about Auto Updates. Manage Coverage: View / manage transaction coverage service and mapping. Standard Process Documents are pre-populated with a default mapping values. Refer to Manage a Transaction Line for more information about managing coverage service.

Administration

Manage a Transaction Line

Complete the following steps to manage a transaction.

Navigate to Admin Home > Quotes.
Select the applicable Process.
Select Manage Transaction Line in the left navigation section.
Manage Basic settings.
1. If applicable, open the Basic section.
2. Edit the Name, if necessary.
3. To copy the transaction variable name, click the Copy icon.
4. Edit the Description, if necessary.
If enabled, open the Layout section to access to the JET, Legacy, and Mobile layouts.

Refer Commerce Layout Editor and Commerce Mobile Layouts for layout information.

Note: For Redwood user side quote interface pages, refer to the Redwood Quote Designer to manage the quote layout.
Manage Advanced settings.
1. Open the Advanced section.
2. Edit the Auto Update - Before Formulas, if necessary.
  
  This allows functions to run before Formulas when the Commerce page performs an auto update.
  - Standard Process Auto Update Before Formulas - There are no standard Auto Update - Before Formulas in the default Standard Process.
    - To override a default value, check Override Standard Auto Update - Before Formulas, and then click Save.
    - To quickly return to the standard function, uncheck Override Standard Auto Update - Before Formulas then click Save.
  - Disable Auto Update - Before Formulas
    
    Unselect Enable Auto Update - Before Formulas to disable the Auto Update - Before Formulas.
    
    -or-
  - Define Auto Update - Before Formulas
    
    Select Enable Auto Update - Before Formulas then click Define Function.
    
    The BML Editor opens.
    1. Select the applicable System Variable Name, Variable Name for (Main Document), Variable Name for (Sub-Document), and/or Library Function(s) for the selected document.
      
      If required, click Reselect to select attributes.
    2. Click Next Screen to go the Function Editor page.
    3. Enter the BML function, then click Save and Close.
3. Edit the Auto Update - After Formulas, if necessary.
  
  This allows functions to run before Formulas when the Commerce page performs an auto update.
  - Standard Process Auto Update After Formulas - Standard Process documents are pre-populated with default functions.
    - To override a default value, check Override Standard Auto Update - After Formulas, and then click Save.
    - To quickly return to the standard function, uncheck Override Standard Auto Update - After Formulas then click Save.
  - Disable Auto Update - After Formulas
    
    Unselect Enable Auto Update - After Formulas to disable the Auto Update - After Formulas.
    
    -or-
  - Define Auto Update - After Formulas
    
    Select Enable Auto Update - After Formulas then click Define Function.
    
    The BML Editor opens.
    1. Select the applicable System Variable Name, Variable Name for (Main Document), Variable Name for (Sub-Document), and/or Library Function(s) for the selected document.
      
      If required, click Reselect to select attributes.
    2. Click Next Screen to go the Function Editor page.
    3. Enter the BML function, then click Save and Close.
4. Edit the Coverage settings, if necessary.
  - Select the Yes option for Enable Coverage Service Quoting.
  - Standard Process Default Coverage Mapping - Standard Process documents are pre-populated with default coverage mapping.
    - To override a default mapping, check Override Standard Default for Coverage Mapping, and then click Save.
    - To quickly return to the standard function, uncheck Override Standard Default for Coverage Mapping then click Save.
  - Define Coverage Mapping
    Note: The Sales Product Type attribute in the sub-document Part Attribute Set must be enabled. Refer to Manage Parts Attributes for instructions.
    Use the applicable drop-down to select an available attribute for mapping:
    - Coverage Order Number Mapping – the attribute which records the order number attribute of the covered product.
    - Coverage Line Number Mapping - the attribute which records the line number attribute of the covered product.
    - UOM Mapping - the attribute which records the ‘Unit of Measure’ of the coverage service, which should be same as that of the covered product.
    - Quantity Mapping - the attribute which records the 'Quantity' of the coverage service, which should be same as that of the covered product.
    - Order Number Mapping - the attribute which is used to search for previous Orders, which contains the product to be covered.
    - Customer Id Mapping - the attribute which captures the customer ID of the customer placing the coverage order.
Click Save to apply your changes.

Notes

Warnings:

You cannot add, delete, or update order numbers for documents in a deployed Commerce Process.
Certain areas of document administration are only visible for Processes that have not been deployed. You cannot delete documents once a Process is deployed.
Users cannot create or add quotes from Configuration to Commerce if mandatory items are missing.

Notes:

Sub-documents and main documents have a one-to-one relationship, meaning only one sub-document can be associated with a main document.
Main document Advanced Default will run when the transaction is first created. Its purpose is to set main document attribute default values. The purpose is to have one script that sets all of these attribute values at once, instead of pulling each of them separately. This also simplifies maintenance because all the defaults are set in a single script.
Sub-document (line item) Advanced Default will run whenever a line item is added to a quote. The purpose of writing this script is to set all of the line item attribute values at once.

Tips and Considerations:

Edits are not visible until the process is deployed (or redeployed).
Create main documents as the primary documents in a set. Create sub-documents as detail pages that link up with main documents, that is, Line Item page for an RFQ.
There is an option, Run Once For All Line Items, next to the advanced default on sub-documents. Standard functionality of the Advanced Default is that it will run every time a line is added to a quote. Having this option enabled enhances performance.

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