After saving the selected calculation, the calculation is moved to the Calculation history.
A calculation can have the following main statuses:
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Not Approved
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After you create and save a calculation
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Approved
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After a manual change of status by the user after the offer has been accepted by the customer
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Archived
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Changes the system after the time set in the Administration > General Settings > Offer Archiving From Calculation Creation Date
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Calculations in this state can no longer be displayed, they are not even in the calculation history overview, but they are in the database, they can be used for reporting purposes
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There are substates to the main states:
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Valid
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After you create and save a calculation
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Invalid
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Changes the system automatically after the time set in the Administration > General Settings > Offer Validity From Calculation Creation Date
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The calculation history can be viewed using the History at the top of the Calculator.
The range of calculations displayed in the history depends on the user's permissions:
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Creating a Calculation
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The user can only see their own calculations
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Standard settings without special permissions
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Calculation management in the assigned business unit
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The user can see all calculations created by users in the same organisation unit as the user
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Managing calculations in a hierarchical subtree
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The user can see all calculations created by users in the same business unit as the user
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Calculation from organisation units from lower levels (child organisations)
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Manage all calculations
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The user can see all calculations in the system (status Unapproved and Approved).
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After opening the history, the system will display calculations according to permissions by default Custom and valid.
If the user has permission to display calculations other than his own, the system will offer the option to display all available calculations.
To display all calculations (valid and invalid) it is necessary to tear off the flag Valid only.