Introduction

The Digital Sales Platform provides the possibility to create its own custom lookup tables, which can be maintained by an administrator. Custom tables can be assigned to a user exit for which a custom groovy script will be run to return parameters and influence business processes or calculations e.g. setting for a specific user different field values per default (for additional information on groovy, refer to the following section).

In most cases, lookup tables are used with internal pricing to store relevant pricing and cost data used in deferred calculations. The tables can be either:

• Be populated manually
• Be populated automatically through the replication from ERP or 3rd party system
• Be populated via excel upload

There are mainly two (2) use cases.

Creation and Maintenance 

For specific requirements, consult with your Customer Success Manager and/or your implementation team. 

Role-Based Lookup Table Restriction

• Empowering Authorized Users: The new Permission “LOOKUP TABLE GRANT ACCESS PERMISSION” allows authorized users to manage access permissions for the lookup table.
• Enforce Role-Based Permissions: When an authorized role activates the "Restrict” flag for a lookup table, the table will now enforce access control based on role-based permissions. Three distinct sections become visible, enabling role assignment and access control for viewing, editing, or deleting records in the lookup table.

API Enhancement: Lookup Table Improvements

The significant enhancements to API, specifically targeting lookup table functionality, ensure smoother integration with external data sources and facilitate efficient data retrieval and manipulation.

• CRUD and Batch Operations Support: Introducing new API endpoints to support CRUD (Create, Read, Update, Delete) operations and batch operations, streamlining data management processes
• Bundle and Resource-like Format Response: Structured and organized representation of response data like openAPI format bundles and resources.
• Filter and Search Capabilities: Implementing robust filter and search capabilities within the API, empowering users to quickly locate specific records based on custom criteria.

Whilst introducing a significant improvement to the Quote API, user(s) can now retrieve version-specific details via API, enabling them to seamlessly create external reporting across all quote versions.