A summary variable is a collection of products (on a quote) that can be used in features like product rules, price rules, validation rules and dynamic quote terms. Summary variables are similar to roll-up Summary Fields, except you do not have to store their values in a field.
Summary variables may be used in:
A Composite Variable is a Summary Variable with an additional calculation performed on the number of included products. For example, you could divide the number of ordered laptops by 12 to determine the number of access points that should be included with an order.
|Variable Name||Enter a meaningful name for the summary variable.|
|Aggregate Function||Choose the method to use for calculations.|
|Aggregate Field||Choose the field to use when calculating values.|
Choose the object to aggregate: Quote Line, Product Option, Asset, or Subscription.
|Composite Operator||Choose how you will combine the summary variables: Add, Subtract, Multiple or Divide.|
|Value Element||Enter a static value to be combined with the summary variable.|
|Variable Element||Enter or lookup another summary variable if you condition is based on both results. Note: This was previously known as the Combine With field.|
|Filter Field||Choose the field to use when filtering line items for inclusion in the summary variable.|
|Operator||Choose the operator for the filter.|
|Filter Value||Enter the value to match in this filter.|
|Constraint Field||Choose a Constraint Field. If you want to limit the records further based on a Quote field, select the field that you want to match against the same field on the quote. This assume you have added the API name of the quote field to the list of values in the Constraint Field definition on the Summary Variable object.|
Your organization requires that the amount of printer toner on a quote must be greater than or equal to the number of printers on that quote. You'll need a Validation Rule that ensures these quantities are set appropriately - this Validation Rule will take a Summary Variable that sums the total of Printer toner on your Quote.
Your organization needs to caculate the number of wireless access points that should be added to a Quote. Twelve laptops can connect to one access point. Thus, you'll need to create a Composite Variable that sums the total number of laptops on a Quote and divides it by 12: