Create a New Version of a Calculation Procedure (Managed Package)

For the managed package runtime, it's much quicker to create a new version of an existing calculation procedure than it is to create a new version from scratch. When you create a new version, all the details, variables, constants, calculations, matrix lookups, and aggregation steps are cloned from the previous version.

1. Open the version of the calculation procedure you want to clone, then click Create New Version. You may have to click the gray down-arrow at the top right of the window to find this link.

   The clone includes all the details, variables, constants, and calculation steps (calculations and matrix lookups) from the previous version. But the new version is not set to enabled.

2. To make changes to the calculation procedure details, click Edit at the top right.

   1. Change detail values such as the Start Date/Time and End Date/Time.

   2. Click Save.

3. To make changes to the variables and constants:

   1. Click into a variable or constant to change its data.

   2. To delete a variable or constant, click the trashcan icon to the right of the specific item.

   3. Click Save Calculation Procedure.

4. To make changes to calculations and matrix lookups:

   1. Click into either calculation field to delete, add, or change items and operators in it.

   2. Click into either matrix lookup field to change the matrix or the resulting variable.

   3. Click the trashcan icon to the right of any calculation or matrix lookup to delete it.

5. To make changes to aggregation steps:

   1. Click into either aggregation field to delete, add, or change items and operators in it.

   2. Click the trashcan icon to the right of any aggregation step to delete it.

6. Click Save Calculation Procedure.