Marketplace page: https://marketplace.creatio.com/app/salesup-calculation-engine-creatio

Sales’Up Calculation Engine for Creatio — is a solution that allows you to independently, without involving a developer, set up the rules for calculating numerical values (formulas) in existing fields of objects in the Creatio system.

Contents:

1. Use cases
2. Key features
3. Capabilities
4. Notes and Restrictions
5. Technical requirements
6. Product installation and setup
   • New setting adding
   • Adding of an object to "CalcEngine settings" section
7. Filtering in the object setup
8. Setup of the "Columns" detail of the "General Settings" tab
   • Setup of variables
   • Setting up filtering in variables
   • Changing an existing record on the "Columns" detail
   • Deleting an existing record on the "Columns" detail
   • Deleting a record in "CalcEngine Settings"
9. Formulas actualization in «CalcEngine Settings» section
10. Contact us

Use cases

Sales’Up Calculation Engine for Creatio is a tool that helps to effectively manage the calculation of enterprise performance indicators using formulae created by users. In the context of the system, you can work with numerical data and data of the date type of any Creatio object.

For example:

• Calculation of planned indicators for the product
• Calculation of the amount of shipments
• Calculation of the minimum price value for the product