Show TOC

Define Ratios and Ratio Schemes

In this step you define ratios for use in planning. A ratio is the quotient between two value fields, such as price = sales/quantity or commission rate = commission/sales. (Note that ratios cannot be defined with a quantity field for a numerator and a value field for a denominator, such as "quantity field / value field".)

Ratios can be used in two ways:

1. To simulate price and quantity changes (in manual planning)

In planning, you can change quantities, values or ratios directly in the planning layout. You can select ratios when you define the planning layout, just like you would value fields.

If you change a quantity, value or ratio, special rules determine which of the other two is recalculated. You define these calculation rules via calculation types which you maintain when defining the ratio. The ratio scheme is not involved in this function.

2. To valuate a quantity plan with prices stored calculated in another plan version or in actual data (in manual and in automatic planning)

Using a ratio scheme, you can define which ratios should be used in which order for valuation (similar to using the calculation scheme for conditions).

You must assign at least one access-level characteristic to each ratio in a ratio group.

Access-level characteristics determine, for each ratio, which combination of characteristics the system should use to access the valuation. This makes it possible, for example, to calculate the average price for a product group. The calculation types for the ratios are not involved in this function.