Changing Allocations

Changing the Parameters for the Exception Group

The following parameters must be defined:

  • Currency and Exchange Rate Type

In the analysis currency group in the field Currency , specify the key of the currency and in the field Currency exchange rate specify the key for the currency exchange rate.

  • Periods

In the period to analyze group in the field No. of per. , specify the number of historical periods that should be taken into consideration during a check.

If you want to include the current period in your check, select Current period .

If you specify for example, three periods, then the values of three periods will be totaled and it will be for this value that the requirement will be checked during a planned/actual comparison and threshold value analysis.

Caution Caution

The number of periods that is shown here can be found in the exception analysis as the default value for the period to analyze. The number of periods of the individual exceptions is not important in the exception group.

Note that if the default value is overwritten during the exception analysis it will probably lead to incorrect interpretations. For example, if the exceptional situation that is defined in the exception is based on data for the number of periods that has been determined here. Thus, an analysis with a threshold value of 10,000 and 2 periods will have other results than if the number of periods used was 5.

The number of periods in the individual exceptions is in this case not important.

End of the caution.

  • Type of Requirement Link

In the link group, select the type of link (and/or) for the individual exceptions that are assigned to the exception group.

In the and-link only those characteristics or characteristic values are given which apply to all of the requirements (average quantity). In the or-link the characteristics or the characteristic values are given which apply to at least one requirement (combined quantity).

Note Note

It is here that you can determine the type of link for the individual exceptions that are assigned to the exception group. In turn, how the individual requirements are linked to one another is also determined in the individual exceptions.

End of the note.

You can read about how to assign new exceptions or how to delete already made allocations in Allocating Exceptions .

By using Start of the navigation path Goto Next navigation step Follow-up processing Next navigation step you can change the conditions for the follow-up processing of the exception group. For more information refer to End of the navigation path Determining Follow-Up Processing for the Exception Group .