Formula Recomputation

Recompute Formulas at Record Level

On the left navigation for a record, the users now have a new option ‘Recompute Formula’ at the record level. This will recompute formulas for the fields at the record level (This will not recompute for tables in that record).

As shown below the user will be shown a slide out to initiate recomputation for that record, confirming which will recompute the formulas for the record (This will not affect the tables).

If the recomputation was done for that record previously, then when the user selects to see the slide-out, the information of when it was previously done would also be shown.

Note: The icon used for formula recomputation at the record level will be updated to a new icon (This new icon is already used in the formula recomputation option in the PI).

Recompute Formulas in Advanced Formula Builder and Blackout Column Modals

A new “Recompute Formulas“ Checkbox option with a ‘?' information icon is now available in both the Advanced Formula Builder Modal and Blackout Column Modal as shown in the below screenshots. The '?' when hovered over shows the tooltip message “Tick the box to recompute formulas of all the dependent fields.“. This is unchecked by default. If the user wants to recompute formulas for dependent fields they can do so by checking in the check box.

 

 

 

Note: The flag was added to save time when multiple updates need to be done. So here only the column formula update or blackout will be done if the check box is not checked in. The recompute button in the PI can be used to recompute the formulas later when required. If unchecked the formula recalculation for its dependent columns will not be done, thus saving time.

Recompute Formulas Option in the Price Inspector

A new Recompute Formulas option is available at the top right section of the PI (if there are any formula recomputation issues in that PI) as shown in the below screenshot. This is shown in red when the user leaves the recomputation checkbox unchecked in the Advanced Formula Builder Modal and Blackout Column Modal or if there are any other recomputation issues in the PI (If a formula gets updated from the studio that affects the PI).

All the rows that have recomputation issue(s) will have the recompute icon to highlight the issue(s) that’s present in that row. This option will always be available, i.e., if the PI doesn’t have a recomputation issue the icon will be shown in blue and the user will still be able to recompute the formulas for that PI.

Selecting the Recompute icon shows a modal to confirm the recomputation of formulas in that PI as shown in the below screenshot. The user also has the option to select the formula columns that need to be recomputed and then select the recompute button. They can also search and filter the columns.

 

 

Confirming the action will disable the recompute option in the PI and the status of the PI will be changed to ‘Updating’ with a ‘View details’ option as shown in the below screenshot. Users can also see the progress notification of the recomputation process. After the recomputation, the icon will be active.

 

 

Selecting the ‘View details’ option will show the ‘Updating’ slideout with the details of the formula recomputation (Who did, at what time and date, and which all fields are getting updated) in that PI as shown :

 

Note:

When a formula is updated in the PI and the recomputation checkbox is not checked in, then the recomputation flag will be turned on. This can also occur if a column is blacked out.

When a formula is updated from the studio, the update will not be instantly applied to the dependent PI’s. Rather the recomputation flag will be turned on the user can manually trigger the recomputation. Here the user doesn’t have the recompute checkbox, their update will be handled as detailed below.

Recompute Formulas for Studio changes in the PI based on Lane and Bid Status

If a formula is updated from the studio, the recompute flag will be turned on for Bid statuses Anticipated, Qualifying, and Preparing, and then the lane statuses To Price, pending Approval, ready to submit. In all other cases of Bid statuses (Submitted, Awarded, Lost, Cancelled, and Disqualified) and lane statuses (Submitted, No bid, Cancelled, Awarded Primary, Awarded Backup, and Lost) we needn’t turn on the recompute flag.

Reference:

Recompute Formulas option in Workbench and Task Layout

As shown in the below screenshot the users have a recompute formulas option in the workbench itself in the PI table preview. This is also available in the task layout. Here the functionality is the same as what we do inside the PI. The user will be able to see the modal with the list of formula columns and then recompute them. The progress notification can be seen instantly but if the user minimizes then the progress can only be seen inside of the PI → ‘View Details’ → Updating slide-out.

Warning message in Create Submission, Preview Shipper Spreadsheet, and PI Export Modals

If there is a recomputation issue and the user is trying to export, a warning message "Identified formula recomputation issues in the Price Inspector. Please recompute the formulas to update before exporting/submitting." with a yellow warning sign will be shown in the respective modals.

Preview Shipper Spreadsheet

Pricing Template Export: