Customers and Channel Positions

This Model Table function is used to provide periodic customer and channel positions from the relevant operational source systems.

It defines the following fields:

• Version: If you connect a real general ledger, you use this field to enter a fixed value. There is no variance because a general ledger provides only real data. You can use this field if versioned data is provided along with real general ledger data.

• Posting Date: You use this field to provide GL totals on a yearly, quarterly, monthly, or even daily basis to run the profitability and cost management process.

• Product and Service: You use this field to define the product or service.

• Sales Channel: You use this field to specify the distribution channel, such as, wholesale or oil and gas.

• Profit Center: This field is required because the model incorporates revenue as well as costs. The profit center is the lowest granularity in a company or legal entity that generates profit.

• Quantity: You use this field to define the quantity of the products and services that the customer receives via the given channel on the posting date.

• Customer ID: You use this field to specify the customer in the position.

• Region: You use this field to define the region that data relates to. This is used to compare different results by geographical region (for example, the United States, Canada, Australia, and European countries/regions).