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How to cascade a manually entered value for Cost Estimates / Compensation Calculations into Business Rules

Using the Input option in Business Rules allow user to have manually enter values appearing in the Additional Inputs section on the Calculations Inputs tab and use them as inputs to the calculation to

Updated over 2 weeks ago

Using the Input option in Business Rules allow user to have manually enter values appearing in the Additional Inputs section on the Calculations Inputs tab and use them as inputs to the calculation to return a value for the line item.

Example

The Annual Expense business rule is designed to return which amount is greater than the other. It uses two variable inputs and either one of them can be used as the final calculated value.

Input - Example

The Presumed Amount is a variable input which comes from the Additional Inputs section on the Calculations Inputs tab while the Base Annual Salary is a variable input that comes from the "Base Salary" line item within the template. When running the CE/CC, the calculation for the "Annual Expense Amount" line item checks whether the Presumed Amount is greater than the "Base Salary" line item. If true, the Annual Expense Amount line item amount is the Presumed Amount otherwise it is the "Base Salary" line item amount.

Configuring the template

To configure this, the "Annual Expense Amount" Line Item is calculated using the "Annual Expense" business rule as specified in the Compensation / Custom Calculation / Business Rule field. The Presumed amount input is not selected in the Calculation Input Mapping (Optional) section.

Calculation Input Mapping

The Input Name of the variable appears on the Additional Inputs section on the Calculations Inputs tab where inputs can be manually entered before generating the CE / CC numbers.

Additional Calculation Inputs

Configuring the Business Rule

To create a Variable Input in a business rule, select Input as an option followed by Variable.

Adding Variable Input Component

The Input Variables modal appears. You can select to create new, select existing and copying an existing business rule. The following steps can be followed if you will create the business rule from scratch.

Creating a Variable Input Component - Presumed Amount.png

To create an Input Variable, populate the 3 mandatory fields and click

save
  • Name - this appears on the Calculations screen. In this example, we used Presumed Amount

  • Input Name - this appears in the Input Value To (Calculation Input) drop down list or in the Additional Inputs section on the Calculations Inputs tab when running CC/CE. In this example, we also used Presumed Amount

  • Data Type - select Money or Number. In this example, we selected Money

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