Set Up a Calculation Procedure (Managed Package)

For the managed package runtime, before you can create calculation procedure steps, you must configure the calculation procedure as a whole.

1. On the Vlocity Calculation Procedures list page, click New.
2. Enter a Calculation Procedure Name, then click Save.
3. In the Vlocity Calculation Procedure Versions list, click the name of the version you just created.
4. To complete the header, click Edit.

   In the Vlocity Calculation Procedure Version Detail header, enter the following information:

   • Start Date Time: The day and time Vlocity will start using this calculation procedure.

   • End Date Time: The day and time Vlocity will stop using this calculation procedure.

   • Enabled: Select to enable this calculation procedure and locks it. Note: You can't edit a calculation procedure that's enabled.

   • Priority: The priority Vlocity gives this calculation procedure if a call matches more than one enabled calculation procedure. The higher the priority number, the higher Vlocity ranks it. For example, if Vlocity finds two matching calculation procedures, RatingCalc with Priority = 1 and RatingCalc with Priority = 2, Vlocity uses the calculation procedure with Priority = 2.

   • Version Number: Change if you want to give this calculation procedure a different version number.

   • Enable Looping: Select to enable this as a looping calculation procedure.

     To learn more about looping calculation procedures, see Using Looping in Calculation Procedures.

   • Looping Specification: If you selected Enable Looping, enter a looping specification here.

5. Click Save.