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Maintain Segment-Specific Distribution Keys

In this activity, you can define segment-specific distribution keys, or keys that apply for specific characteristic values in planning. With these you can distribute values differently to periods depending on the country, for example.

With a so-called "access key", you define which distribution keys should apply for which characteristic values in planning. Thus an access key combines all the information pertaining to segment-specific distribution to periods.

You do not need to make all entries for all profitability segments to carry out segment-specific distribution in planning. Instead, all you have to do is specify the access key, and the system carries out all the corresponding distributions.

Activities

To define a segment-specific revaluation key:

1. Create an access key.
2. Define a derivation rule for segment-specific distribution. Note that the "access key" is a mandatory source field and is thus automatically entered in the derivation rule. Select the additional characteristics that you want to use to determine the distribution key. If you want to distribute different value fields differently as well, select the "FIELDNAME" field here.
The "distribution key" is a mandatory target field and is thus automatically entered in the derivation rule.
3. Create rule values for the derivation rule. These are the combinations of characteristic values and the resulting distribution keys. If you have not yet created any distribution keys, you can do so here by double-clicking on the "Distribution key" field.

You can also define rule values directly from the application menu.
4. Alternatively to using the default distribution keys stored in the parameter set, you can define an access key as the default to be used in distribution.