Skip to end of metadata
Go to start of metadata

Overview

In trade promotion management the totals assignment block can be used for providing an overview about certain key figures.

The total key figures are taken from the planning layout as per the mapping customizing.

 

 The key figures can be edited from the totals assignment block for editable key figures. The values are then synchronized with the planning.

Customizing

The BW key figures are retrieved via BW query, the query needs to be defined in the following customizing:

Customer Relationship Management

Trade Promotion Management

Key Figure Planning

Settings for Display of BI Key Figures

Define Key Figure Queries

 

Each UI fields available in the totals assignment block is mapped to a certain key figure. The following customizing contains the mapping of the BW key figures:

Customer Relationship Management

Trade Promotion Management

Key Figure Planning

Settings for Display of BI Key Figures

Map BI Key Figures to List Fields

 

Common Issues

 

Synchronization Issues

1709718 Changed totals key figure value not transferred to planning

1707976 Key figures on header level (Totals) not synchronized

 

Issues related to Global Planning Functions

In case the displayed BW key figure is calculated from a global planning function there may be some issues especially when using master and depending planning profiles in BW. The planning function may not be executed in case of either using master and depending planning profiles or not having the affected key figure included in any calculations.

 

Those issues can be solved with setting the UPC_DARK2 parameter UPX_FORCE_RESUME to force the resume call. This approach is documened in the following notes:

 

1886115 Global Planning sequence linked to layout is not executed

1867095 Planning Services Customizing Flags in the UPC_DARK2 Table

Issues related to Master and Depending Profiles

The totals are taken from the master profile. Any wrong set up of the master and depending profiles can cause issues with the totals as well.

Decimal Issues

The decimal settings in the totals assignment block are taken from the planning profile customizing. The correct set up is documented in the following blog:

Decimal issues in BPS Planning for CRM Marketing Objects

 

Additionally the following note may solve decimal issues:

2033052 Totals Assignment Block is incompatible with Decimal Notation Y (1 234 567,89)

 

  • No labels