North52's business rules engine and Decision Tables are a great solution for when you need complex pricing rules to generate quotes and invoices in Microsoft Dynamics 365. It can help with complex CPQ (Configure - Price - Quote) scenarios - the following example demonstrates how North52 can be used in the shipping industry for port agents to generate quotes for the services surrounding a ship coming into port.
This is example is based on the publicly published rates provided by the Port of Cork.
Rules for Calculating Port Fees
Each port has its own unique set of rules for pricing services and these are often very complex. A sample of the Port of Cork's rules are shown below:
Tonnage Charges rules sample:
Port Services Charges rules sample:
North52 Decision Suite Solution
The North52 Decision Suite solution works like this:
- A Formula is set up for the pricing rules associated with a Price List
- When a Quote Product is added to the Quote, another Formula is triggered
- This Formula then looks for the Price List associated with the Quote and checks to see if there is a Formula associated with the Price List
- If found, the Price List Formula is processed and updates the Quote Product accordingly
Set up Price List and Formula
The Price List has a lookup to the Formula - this determines which set of rules will apply when processing Quote Products:
The Formula is of the type Library Calculation - this means that it is executed as part of another Formula. The Decision Table sheets below show two examples of pricing rules for Tonnage rates and Tug charges.
The following animation shows a Quote Product being saved and the rules being applied to set the pricing, quantity and description (row 6 from above Tug Charges Decision Sheet is applied in this case):
Did you know?
TestShield enables effective test data management
Test data can be easily created from existing records in your system, generating a 'snapshot' of data that represents a valid (or invalid) scenario. This can be easily manipluated and variations created in the Test Data editor to cover valid or invalid test scenarios. Sensitive data can be masked, changed or removed.
The saved test data is then available to be used when creating your automated tests. It can be reused many times over avoiding repeated effort and maximizing the value of the work done.