Translation Memory & Pricing Templates — business view

1. Business Summary

Defines TM analysis brackets (e.g., 100% match, fuzzy bands, repetitions) and a price book hierarchy with account-specific overrides and discounts.

2. Business Value

Accurate quoting and costing; multi-tier pricing; controlled discounting.

3. Users / Stakeholders

PMs, finance, sales.

4. Workflows

• Define a TM analysis template.
• Build a price book (per brand/currency/template).
• Configure rates per job-type and per match bracket.
• Apply account-specific discounts per job type.

5. Sub-Features

• TM templates and details.
• Price books with job-type and detailed bracket rates.
• Account-job-type discount items.
• Job/task weighted-word records.
• User/candidate/resource discount items.

6. Business Rules

• Net rate × weighted words × (1 − discount %) drives unit cost.
• Account-level discounts override defaults.
• Minimum price applied if configured and computed total is lower.

7. Data Entities

TM Analysis Template, Price Book, Price Book Job Type, Price Book Job Detail, Account Job Type Discount Item, Job/Task Weighted Word, Discount Items.

8. Entry Points

• Finance module pricing screens.

9. Inputs & Outputs

• Inputs: bracket rates, discounts, weighted words.
• Outputs: computed cost/price per task or job.

10. Integrations

• Memsource analysis output feeds weighted words.

11. Calculations / Logic

• Per-bracket × weight × discount.
• Override hierarchy: account-level > price book defaults.

12. Status Lifecycle

• Configuration data.

13. Permissions

• Finance/admin maintains.

14. Reports & KPIs

• Average price per word, discount usage.

15. Risks & Observations

• Pricing logic uses many parameters — high error surface.
• Minimum-price toggle is subtle; misconfiguration silently changes invoice totals.

16. Source Code Evidence

• app/Plugin/finance/Model/{TmAnalysisTemplate, PriceBook, PriceBooksJobType, PriceBooksJobsDetail, AccountJobTypeDiscountItem, JobWeightedWord}.php.