Formula Master
Navigation Path
Company → Masters → Formula Master
1. Formula List Page
URL
/masters/formula-master
Page Description
- Displays a list of all formulas configured in the system
- Allows admins to manage calculation formulas used across payroll and statutory modules
- Displays associated salary heads for reference
- Provides actions to add, edit, and delete formulas
List Table Columns
| Column Name | Description |
|---|---|
| S No | Serial number |
| Description | Formula description |
| Formula | Calculation formula |
| Limit | Maximum applicable limit |
| Actions | Edit and Delete options |
Row Actions
| Action | Description |
|---|---|
| Edit | Opens Edit Formula page with pre-filled data |
| Delete | Opens delete confirmation alert |
2. Add Formula Page
Triggered From
Formula List Page → Add Formula button
Page Description
- Allows admins to create a new calculation formula
- Formula can reference predefined heads from the Head List
Add Formula – Fields
| Field Name | Type | Mandatory | Description |
|---|---|---|---|
| Description | Text Input | Yes | Enter formula description |
| Formula | Text Input | Yes | Enter calculation formula |
| Limit | Number Input | No | Define maximum limit for the formula |
Actions
| Action | Behavior |
|---|---|
| Save | Validates and saves the formula |
| Reset | Clears all entered values |
| Cancel | Returns to Formula List page |
Validation Rules
- Description is mandatory
- Formula is mandatory
- Formula syntax must be valid
- Duplicate formula descriptions are not allowed
3. Head List Reference Table
Description
- Displays available heads that can be used while defining formulas
- Used as a reference for building formula expressions
Head List Table Columns
| Column Name | Description |
|---|---|
| H ID | Head identifier |
| Description | Head description |
| Type | Head type (Earning / Deduction) |
4. Edit Formula Page
Triggered From
Formula List Page → Edit icon
Page Description
- Allows updating existing formula details
- All fields are pre-filled with saved data
Editable Fields
| Field Name | Editable |
|---|---|
| Description | Yes |
| Formula | Yes |
| Limit | Yes |
Actions
| Action | Behavior |
|---|---|
| Update | Saves changes |
| Cancel | Discards changes and navigates back |
5. Delete Formula Confirmation Alert
Triggered From
Formula List Page → Delete icon
Alert Content
- Confirmation message before deletion
Actions:
- Confirm / Yes → Deletes the formula
- Cancel → Closes the alert without action
Delete Behavior
- Formula is removed permanently after confirmation
- Deletion may be restricted if the formula is already in use
End of Documentation