xP&A CX Commercial Planning (Sales) - Add a new Tactic
- Which steps are required in order to add and use a new tactic
- This includes…
- adding a new tactic in the model
- adjust the planning applications
Prerequisites
- You are familiar with the SAP Commercial Planning (CX) Sales Planning content from the xP&A Business Content Suite. Reference: Getting Started tutorial
- You have installed the SAP Commercial Planning (CX) Sales Planning content in an SAP Analytics Cloud tenant. Reference: Business Content Installation Guide, Content Package User Guide.
The SAP Commercial Planning (CX) Sales Planning content package comes with several pre-defined assumptions, such as the mapping between Tactic – Spend Type and GL Account, which can be used for your planning activities. Nevertheless, you might want to add more tactics according to your own business needs. In this case, you would need to adjust the planning applications as well as the dimension master data.
In this tutorial, you will learn how to add a new tactic member into the dimension and how to make it available in the planning applications of this content package.
- Step 1
In the first step, it is necessary to add a new member to the
Tacticdimension in the Sales Planning data model.-
In the SAP Analytics Cloud Menu, navigate to the Files section, search for
SAP_SD_IM_SalesPlanningand click on the data model to open it.
-
Open the
SAP_SD_Tacticdimension.
-
Add a new member to the tactic dimension. Use
DISCOUNTas your Member ID and useDiscountas your description.
-
Save your change.
-
- Step 2
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 newTacticmember created.-
In the SAP Analytics Cloud Menu, navigate to the Files section, search for
SAP_SD_SalesPlanning_AdminPageand select Open in Story Edit Mode.
-
Select the Mapping page of the story. Right click on the Tactic input control or select the button More Actions. Click on Edit Filter….
-
Open the Settings, go to the Member Display setting and select All Members in the Available Members drop down. Then select your newly added tactic
Discount. Click on OK.
-
Save your change and go to View mode.
-
Select the Mapping page of the story. Right-click on the column
SpendTypein the Mapping Table. Select the Show/Hide option and select Unbooked.
-
The new tactic
Discountis now visible in the table. Perform a manual input on the desired combination ofSpendType,TacticandGL Accountto create a valid driver combination to be used for the sales activity planning.
For instance, enter
1for the following combination:Column Value SpendTypeDiscount Percentage TacticDiscount GL AccountSales Discount - Domestic -
Click on Confirm to publish your change.
-
Confirm your intention by pressing Yes.
-