Overview

OneStrata provides a variety of built-in triangulation sets that help keep related values in sync. A set of triangulated values contains three values that are mathematically connected; given any two values, the third value can be calculated from the first two values.

In a triangulation set, there is one fixed value and two non-fixed values. When one of the non-fixed values is changed, the fixed value remains constant, but the other non-fixed value is automatically recalculated. A triangulation set often represents the rate-unit-cost relationship.

For example, imagine the following scenario:

• Rate (non-fixed): $1
• Units (fixed): 10
• Cost (non-fixed): $10

If the Rate value is changed to $2, the fixed Units value remains 10 and the Cost value is automatically recalculated to $20. Similarly, if the Cost value is changed to $5, the Units value remains 10 and the Rate value is automatically recalculated to $0.50.

Triangulation Terms and Concepts

This section contains information about terms and concepts related to triangulation in OneStrata.

Editable/Read-Only vs Locked/Unlocked

Although the "editable/read-only" and "locked/unlocked" dimensions sound similar, they have important differences and interactions within a triangulation set.

All values, including values in a triangulation set or not in a triangulation set, are editable or read-only:

• Editable: A value that can be directly changed by the user
• Read-only: A value that cannot be directly changed by the user

A triangulation set generally has one locked value and two unlocked values:

• Locked (or "fixed"): A fixed value that does not change
• Unlocked (or "non-fixed"): A non-fixed value that can be changed, either manually by the user or recalculated by OneStrata

The interactions between these two dimensions are summarized in the following table:

Triangulation Set Types

There are two types of triangulation sets:

• Both non-fixed values are editable: Given a set of triangulated values X, Y, and Z (where Y is fixed), X can be manually changed by the user and Z is recalculated by OneStrata. Or, Z can be manually changed by the user and X is recalculated by OneStrata.
• One non-fixed value is editable and one non-fixed value is read-only: Given a set of triangulated values X, Y, and Z (where Y is fixed), only X can be manually changed by the user and Z is always recalculated by OneStrata. Z cannot be manually changed by the user.

Primary and Secondary Triangulated Values

Most cost fields are related to each other in some way, which means that changing a value that is part of a triangulation set may cause another value that is not part of the intended triangulation set to also be recalculated, because the other value is part of a different, but connected, triangulation set.

For example, imagine the following scenario:

• Triangulation Set 1 has values A, B, and C
• Triangulation Set 2 has values C, D, and E
• The user updates the values in Triangulation Set 1
  • A is locked, B is changed (by the user), and C is recalculated by OneStrata
• The update to Triangulation Set 1 automatically causes an update to Triangulation Set 2:
  • The value of C was recalculated and therefore changed
  • C is changed (by OneStrata), D is locked, and E is recalculated by OneStrata

The term "primary triangulated value" refers to the values of the original/primary triangulation set. In the example above, A, B and C are primary triangulated values.

The term "secondary triangulated value" refers to any value that is recalculated due to a change in a primary triangulated value, but is not part of the primary triangulation set. In the example above, E is a secondary triangulated value.

Actualization Triangulation Reference

This section describes the rules of the three actualization-related triangulation sets:

Standard Actualization Triangulation

The Standard Actualization set is the only set of triangulated values for actualizing standard Cost Lines:

Margin Percentage Triangulation

The Margin Percentage set is the default set of triangulated values for actualizing margin Cost Lines:

When the Margin Percentage set is active and updated, the Vendor Net Rate (VC) and Client Net Rate (VC) values also get updated, as part of the Margin Actual Units set:

• Margin Actual Units (Vendor)
  
  • Vendor Net Cost (VC): Primary triangulated value
  • Actual Units: Locked
  • Rate (Vendor Net Rate (VC)): Recalculated secondary triangulated value
• Margin Actual Units (Client)
  
  • Client Net Cost (VC): Changed primary triangulated value
  • Actual Units: Locked
  • Client Net Rate (VC): Recalculated secondary triangulated value

Margin Actual Units Triangulation

By default, the Margin Actual Units set is not active when actualizing a margin Cost Line. Unlock the Actual Units column to deactivate the Margin Percentage set and activate the Margin Actual Units set.

The Margin Actual Units set has two parts:

• One set of triangulated values for vendor costs
• One set of triangulated values for client costs.

The two sets are connected; changing the Actual Units value changes vendor costs and client costs simultaneously.

Unlike other triangulation sets, in the Margin Actual Units set, only one value (the Actual Units value) can be changed by the user. The rate value is always fixed/locked, and the cost value is always recalculated by OneStrata.

When the Margin Actual Units set is active and updated, the Margin Percentage value also gets updated, as part of the Margin Percentage set:

• Vendor Net Cost (VC): Changed primary triangulated value
• Client Net Cost (VC): Changed primary triangulated value
• Margin Percentage: Recalculated secondary triangulated value