xP&A CX Commercial Planning (Sales) - Add a new Spend Type

In the first step, it is necessary to add a new member to the SpendType dimension.

1. In the SAP Analytics Cloud Menu, navigate to the Files section, search for SAP_SD_IM_SalesPlanning and click on it.

   

2. Open the SpendType dimension.

   

3. Add a new member to the SpendType dimension. The spend type is meant for long-term regular customers.

   
   • Use SPEND_06 as your Member ID
   • Use Premium as your Description.
   • Use PRICE as your Base_Account/Measure (Sales Planning)

4. Save your change.

In the next step the Sales Planning Admin Page (SAP_SD_SalesPlanning_AdminPage) must be modified, and a new mapping should be provided for the new SpendType member created.

1. In the SAP Analytics Cloud Menu, navigate to the Files section, search for SAP_SD_SalesPlanning_AdminPage and select Open in Story Edit Mode.

   

2. Select the Mapping page of the story. Right click on the Spend Type input control or select the button More Actions. Click on Edit Filter….

   

3. Click on Settings. In the members display settings, and select All Members in the Available Members drop down. Then select your newly added Spend Type Premium. Click on OK.

   

4. Save your change and go to View mode.

   

5. Select the Mapping page of the story. Right-click on the column SpendType in the Mapping Table. Select the Show/Hide option and select Unbooked.

   

6. The new SpendType Premium is now visible in the table. Perform a manual input on the desired combination of SpendType, Tactic and GL Account to create a valid driver combination to be used for the sales activity planning.

   

   For instance, enter 1 for the following combination:

   Column	Value
   SpendType	Premium
   Tactic	Price
   GL Account	Sales Discount - Domestic

7. Click on Confirm to publish your change.

   

8. Confirm your intention by pressing Yes.

   

Now, you are going to learn the different ways how your SpendType is treated in the data action.

1. In the SAP Analytics Cloud Menu, navigate to the Files section.

2. Search for the affected data action SAP_SD_IM_SalesPlanning_ActualActivityP&LCalculation and open it.

   

3. Click on step Calculate Incremental Spend - Rate.

   

   The following table explains roughly what the data action step is about.

   Line	Purpose
   1-4	Sets the configuration definition for the advanced formula like hierarchy and time zone.
   5-21	Sets the member set for the data action. The data action operates on the previous year, amount, sales deductions (FPA1/023) and by parameter given activity.
   24-40	This step only fires based on the Base_Account/Measure (Sales Planning) of your SpendType, in this case PRICE. It adds the quantity and prorated baseline quantity for the booked drivers, which you defined in the mapping table of the Sales Planning Admin Page (SAP_SD_SalesPlanning_AdminPage). The sum of it is multiplied with the spend input of the given sales activity, which you enter in the pop-up, whenever you edit or create an activity in the story Sales Activity Planning (SAP_SD_SalesActivityPlanning).

   That means, if you create a new sales activity with SpendType Premium and an Spend Input of 12, this step would sum the quantities and multiply it with 12 to get the incremental spend rate. Because previously we defined that the SpendType Premium has PRICE as the Base_Account/Measure (Sales Planning). So line 24 is true.

4. Click on the last three steps and compare them.

   • Calculate Incremental Spend - Rate
   • Calculate Incremental Spend - Lumpsum
   • Calculate Incremental Spend - Percentage

   The first 23 lines are the same in each step. The data action steps differ in the last part. They distinguish between the Base_Account/Measure (Sales Planning) of the SpendType. The SpendType has currently three different base accounts:

   
   • SPEND_PERCENTAGE
   • AMOUNT
   • PRICE

   If you want to add a fourth Base_Account/Measure (Sales Planning), you would need to add another step at the end of the data action SAP_SD_IM_SalesPlanning_ActualActivityP&LCalculation. The step would follow the same pattern like the others you just looked at.

You need to incorporate the option to select your new SpendType Premium whenever you interact with Sales Activities.

1. In the SAP Analytics Cloud Menu, navigate to the Files section.

2. Search for SAP_SD_SalesActivityPlanning, click on More actions and select Open in Story Edit Mode.

   

3. Adjust the master data.

   While the page is being initialized master data is being retrieved and stored in local variables. You need to add your new SpendType.

   • Click on Left Side Panel
   • Search for Masterdata_RetrieveMemeber
   • Click on Edit Scripts.
   • Add the following line to line 22 to add your SpendType.

     dimension_SpendType[6]=temp_SpendType[6];
     

   

4. Adjust the logic how the values of the rates are stored when you create a new activity.

   When you save an activity the rate value is treated in two ways. It is either converted into a percentage value by dividing the entered value by one hundred or it is stored as it is. As a digression please have a look at the screenshot below. It shows the dialog for creating and editing an activity. Once you are done, you will be able to select Premium as SpendType in this dialog as well. You can see the referred value.

   

   As of now the value for SpendType Premium is not saved to the data model. You need to do the following change to make it happen.

   • Search for Activity_CreateUpdate
   • Click on Edit Scripts.
   • Add the following line to line 163 to add your SpendType.

     case "SPEND_06": // Premium [Price]
     

   

5. Adjust the logic how the values of the rates are stored when you edit an existing activity.

   You have to do the same exercise for the PopUp_EditActivity script.

   • Search for PopUp_EditActivity
   • Click on Edit Scripts.
   • Add the following line to line 48 to add your SpendType.

     case "SPEND_06": // Premium [Price]
     

   

6. Save your changes.

Congratulations! You have now successfully created a new SpendType and embedded it into the planning applications and stories!

If you want to learn more about the other modules of this content package, check out the following tutorials:

• xP&A Commercial Planning - Get to know the Marketing Planning module
• xP&A Commercial Planning - Get to know the Sales Planning module
• xP&A Commercial Planning - Get to know the Portfolio Planning module

If you want to customize the content and adjust it according to your own business requirements, the following resources might be helpful:

• xP&A Commercial Planning - Introduction to the Data Model
• xP&A Commercial Planning - Understanding the technical structure of Stories
• xP&A Commercial Planning - Data Integration
• xP&A Commercial Planning - Manage data loads
• xP&A Commercial Planning - Add additional sections to a story
• xP&A Commercial Planning - Add an additional story to the Navigation Menu
• xP&A Commercial Planning - Customize Default Settings
• xP&A Commercial Planning - Customize Table Settings Dialogue
• xP&A Commercial Planning (Marketing) - Add a new Driver
• xP&A Commercial Planning (Marketing) - Add a new Version
• xP&A Commercial Planning (Marketing) - Extend activity spend dates
• xP&A Commercial Planning (Sales) - Add a new Version
• xP&A Commercial Planning (Sales) - Add a new Tactic

Interested in more xP&A topics and related business content packages? Visit our community page Extended Planning & Analysis Business Content.