Example: Transaction-Based Top-Down Distribution 

Customizing Settings

Value Field Assignment

In the value field assignment, you specify which field you want to use as the reference for distributing the values in each value field.

Value field:

Sales quantity

Reference:

Sales quantity

 

Distribution Profile

In the distribution profile, you specify the following:

Reference record type

"*" - same record type as the data to be distributed

Reference version

"*" - same version as the data to be distributed

Method

2 - Distribute "nonassigned" only

Distribution level: Here we specify the product as the characteristic that should receive the data.

As a result of this distribution profile, any changes you make to the sales quantity at a higher level are automatically distributed top-down to the individual products using the previously existing planning data in the same version as the reference data.

Planning levels

The planning level from which the values are distributed contains the characteristics Customer group and Product group. At this level, a parameter set is created for the Enter planning data planning method. The distribution profile described above is entered into this parameter set. The planning layout for the parameter set has the lead columns customer group and product group.

The detailed planning level for monitoring distribution contains the characteristics Customer group, Product group, and Product. In this example, this is also the level for the reference data because the record type and the version are identical in each case.

Data Update

The following data already exists in the database (for one period):

Customer group

Product group

Product

Sales quantity

K1

PRGRA

P1

100

K1

PRGRA

P2

200

K1

PRGRA

P3

200

K1

PRGRB

B1

300

K1

PRGRB

B2

400

 

When executing the Enter planning data (or Change planning data) planning method at the planning level that is to be distributed, you now see the following values (data for products is summarized):

Customer group

Product group

Sales quantity

K1

PRGRA

500

K1

PRGRB

700

 

The values are changed as follows:

Customer group

Product group

Sales quantity

K1

PRGRA

550

K1

PRGRB

770

 

When we save these changes, the system creates the following line items:

Customer group

Product group

Product

Sales quantity

K1

PRGRA

P1

10

K1

PRGRA

P2

20

K1

PRGRA

P3

20

K1

PRGRB

B1

30

K1

PRGRB

B2

40

 

At the detailed planning level, the following values are now displayed:

Customer group

Product group

Product

Sales quantity

K1

PRGRA

P1

110

K1

PRGRA

P2

220

K1

PRGRA

P3

220

K1

PRGRB

B1

330

K1

PRGRB

B2

440