Overview

In ASAP, calculations can be performed on appointment products and are often used to determine a certificate discount.

Job calculations are visible through through the job’s calculations tab (blue).


Each appointment can have multiple calculations performed through different calculation types which in turn can have primary and secondary calculations.

Primary and secondary calculations are displayed under the same calculation type and are usually complementary

For example:

  • Primary = Certificates (Energy multiplied by certificate conversion factor)
  • Secondary = Energy


When a product is attached to an appointment, ASAP will automatically apply any calculations to the product based on the restrictions applied through the configuration options below.

An appointment’s calculation is executed when saving questions or manually selecting the ‘Recalculate’ button on the calculations tab.


See below for an example of a calculation in ASAP.


Calculation Configurations

To build a calculations there are four mandatory components:


A calculation’s components (modifiers / modifier groups) can be sourced and modified via appointment information such as:

  • Suburbs
  • Products
  • Question Answers

Calculation Rates

If enabled, a calculation’s current rate (i.e. discount rate) is visible at the bottom left of a job’s calculations tab. This rate can be defined in three places throughout ASAP:

  1. The calculation tab on an appointment’s job
  2. The appointment’s agent
  3. The calculation type

The calculation rate utilised by an appointment is determined by it’s order in this list.

e.g. If an appointment-level rate is set on the calculations tab, it will override the value set in both the agent and calculation type


To set an appointment-level discount rate:

  1. Select the relevant calculation stage (quote / invoice)
  2. Select the drop down list under the ‘NEW DISCOUNT RATE’ section at the bottom left of the job’s calculation tab
  3. Select ‘Enter a new discount rate’
  4. Enter the new rate as a decimal (e.g. 15.25)
  5. Select ‘RECALCULATE’


Example



(0 + (12 − 2) × 12 × 1.06 + 2000) ÷ 1000000 = 0.0021272


Modifier Group Modifier
Group 1
[+12]
[−2]
Modifier: 12
Multiplier/Divisor: 1 (Multiplication)

Modifier: -2 (Subtraction)
Multiplier/Divisor: 1 (Multiplication)
Group 2
[×12]
Modifier: 0
Multiplier/Divisor: 12 (Multiplication)
Group 3
[+2000]
[×1.06]
Modifier: 2000
Multiplier/Divisor: 1.06 (Multiplication)
Group 3
[÷1000000]
Modifier: 0
Multiplier/Divisor: 1000000 (Division)

As demonstrated through this example, the calculator does not consider order of operations.

Instead each group is applied sequentially based on their sort order.

i.e. addition/subtraction will occur before multiplication/division if their group has a lower sort order

In addition, the calculation begins with a base value of 0, this value is retrieved from the product’s calculation tab based on the appointment’s suburb.

It is important to note that if no modifier (addition / subtraction) values are defined in any calculation modifier, the base value cannot be zero as the calculation figure will result in 0 (e.g. 0 × 2 ÷ 4 = 0)