Edit draft framework

A draft framework is an editing view of your organization’s active pricing framework. If your organization hasn’t set up a framework yet, you can create and edit your organization’s first framework based on your role.

Prerequisites

You must have the Admin or Pricing Manager role.

Zilliant’s system only calculates prices for a valid framework structure. For more details, read Invalid framework structures.

Before you continue
When you edit a draft framework, the system doesn’t allow other members to perform the same action until you select Exit or Discard Changes.

Edit draft framework

If you’re editing your organization’s first framework, go to Pricing > Manage. Otherwise:

Go to Active Pricing.
Select Edit > Edit Framework.

In a draft framework, you can:

To leave a draft framework, you can:

Select Exit. The application auto-saves your work and redirects you to Active Pricing.
Select Discard Changes. The application reverts the draft framework to its previous configuration and redirects you to Active Pricing.

Add or remove a framework element

To add a framework element

Select Add to Framework.
Select a dropdown option:
- Calculation section—A group of one or more adjustment groups and a calculation table.
- Cost table—Initial set of cost records. A framework must have either a cost table or a price table, and only one.
- Price table—Initial set of price records. A framework must have either a cost table or a price table, and only one.
- Adjustment group—A markup or discount group for setting adjustment scopes.
- Calculation table—Prices calculated from adjustment rules for adjustment groups in the same calculation section.
Enter a framework element name if applicable.
Select an adjustment type if applicable.

To remove a framework element

Hover over an element in the framework.
Select Remove.

Edit a framework element

To edit a framework element’s name

Select a framework element.
Go to the name field and enter a new name.
Click out of the field.

To edit an adjustment group’s adjustment type

Select an adjustment group.
Go to the Adjustment Type dropdown field.
Select one of the following options. If an adjustment group has adjustments, you must update them all after publishing the framework.
- % Increase—Make adjustments using a % increase
- Flat Increase—Make adjustments using a flat increase
- % Decrease—Make adjustments using a % decrease
- Flat Decrease—Make adjustments using a flat decrease

Rearrange a framework element

To move a framework element, drag and drop it to another location in the framework.

Edit a calculation section

To create a calculation section with existing framework elements, drag one element into another.

To move an element into an existing calculation section, drag it into the section.

To remove an element from an existing calculation section, drag it from the section.

Configure a scope

An adjustment scope, or scope, is a set of attributes that helps you segment pricing according to your business needs. The application sources attributes from your data, and depending on the attributes you select, a scope can capture a subset or the entire set of cost or price values output from the previous framework element. Then when you create an adjustment, the system applies the adjustment to values captured by the scope.

For example,
If you have a markup adjustment group, and you want to apply markups to a specific product category, the application allows you to create a scope for the markup adjustment group that captures this specific product category.

To create a scope

Select a framework element.
Select Add Adjustment Scope.

You can create up to four scopes in a framework element.

To configure a scope

Select a framework element.
Select a scope.
Select Configure Scope.
Enter a name for the scope.
(Optional.) Select Add Attribute and select an attribute. You can repeat this step to add up to four attributes. The system will apply the framework element’s adjustments to values with this combination of attributes.
Note
If you’re configuring a scope for a cost table or price table, the Product Id attribute is added by default.
Tip
If the framework element doesn’t have other scopes, this scope will capture all values outputted from the previous framework element. Otherwise, this scope will capture outputted values whose attributes aren’t captured by the other scopes.
(Optional.) Go to an added attribute and select to delete it from the scope. If the scope is applying rules to active prices with this attribute, those prices become invalid, and the system deletes them.
Select Configure Adjustment Usage.
Select a usage rule. Zilliant’s system will apply the framework element’s adjustments to the framework element’s scopes according to this rule.
- Use adjustments based on a set scope order—Drag and drop the framework element’s scopes in order of priority.
- Use largest adjustment—The system will search for the scopes’ largest applicable adjustment and apply this adjustment.
- Use smallest adjustment—The system will search for the scopes’ smallest applicable adjustment and apply this adjustment.
Select Save Scope Settings.

To edit a scope

Select a framework element.
Select a scope.
Select , then select Edit Scope.
Enter or select fields to edit them, then select Configure Adjustment Usage.
Enter or select fields to edit them, then select Save Scope Settings.

To delete a scope

Select a framework element.
Select a scope.
Select , then select Delete Scope. This action can’t be undone.

Invalid framework structures

Zilliant calculates prices only for a valid framework structure. When you select Publish Framework, the framework highlights the following errors for you to fix before allowing you to proceed to publishing the framework.

Invalid cost or price table—A framework must have only one cost or price table, and start with this cost or price table. You can import cost or price records through a scenario after publishing a draft framework.
No configured scope—Each cost or price table and adjustment group must have at least one configured scope.
Adjacent calculation tables—The system can’t calculate prices when two calculation tables are next to each other in the framework. If there are two calculation tables next to each other, add an adjustment group in between them and edit the calculation sections as desired.
Ending with an adjustment group—The system can’t calculate prices when a framework ends with an adjustment group. If your framework ends with an adjustment group, move the adjustment group elsewhere, remove the adjustment group, or add a calculation table at the end.