Calculation Matrix

Purpose

The Calculation Matrix is used to determine an appropriate percentage for billing-type templates automatically. It is based on the combination of calculation type code and periodic calculation code, so business pricing logic does not have to be duplicated across many nearly identical templates.

Prerequisites

• the calculation types and periodic calculation codes in use are defined from a business perspective
• billing-type templates for the relevant delivery models exist
• it is clear in which documents the automatic percentage logic should apply

Functional focus

Combination of calculation type and periodic calculation

The Calculation Matrix evaluates the combination of calculation type code and periodic calculation code. For each relevant combination, a predefined percentage can be stored and later applied automatically when a document is created.

Automatic application to billing-type templates

The resulting percentage is applied to the related billing-type template. This makes it possible to reuse the same template across different business situations without maintaining separate variants that share the same basic structure.

Reduction of redundant template logic

Without the Calculation Matrix, many combinations of calculation type and periodic calculation would require their own billing-type template. The matrix reduces this redundancy and keeps template selection in documents clearer and less error-prone.

Current implementation status

According to the available legacy documentation, the function is prepared but not yet fully implemented. It should therefore be understood as a planned setup building block whose productive use depends on the actual feature state of the app version in use.

Outcome

The Calculation Matrix provides a centrally controlled percentage logic for billing-type templates. This makes it possible to model pricing and billing logic in a differentiated way without inflating the template landscape unnecessarily.