Example: Selection Criteria and Processing Instructions
The characteristics product and product group are taken into account (where the product group is derived from the product). The value field to be distributed is the sales quantity.
Products P1 and P2 belong to product group PG1, while products P3 and P4 belong to product group PG2.
During top-down distribution, all product groups are to be distributed across the individual products. Reference data should be the actual data from the previous year and it should be distributed by value fields.
The following reference data from the previous year exists in the database:
Product group |
Product |
Sales Quantity |
PG1 |
P1 |
10 |
PG1 |
P2 |
30 |
PG2 |
P3 |
40 |
PG2 |
P4 |
40 |
The following current data at the product group level should be distributed:
Product group |
Sales Quantity |
PG1 |
600 |
PG2 |
600 |
In a report with the characteristic product in the lead column, these values would appear as follows:
Product |
Sales Quantity |
# (not assigned) |
1200 |
To distribute the values at both product groups to their products, enter the following parameters:
Processing Instructions
Characteristic |
Entry |
Product group |
Retain |
Product |
Distribution level |
Other characteristics |
Default value (summarize or retain) |
Selection Criteria
Characteristic |
Characteristic value |
Product group |
PG1, PG2 |
Product |
* |
Other characteristics |
* |
Each product group is now distributed separately according to the reference data for the individual products in each product group.
A report with the lead column Product contains the following values after distribution:
Product |
Sales Quantity |
# |
0 |
P1 |
150 |
P2 |
450 |
P3 |
300 |
P4 |
300 |
The data at the product group level remains unchanged since the value aggregated at the product level is retained during distribution:
Product group |
Sales Quantity |
PG1 |
600 |
PG2 |
600 |
The following line items were created:
Product group |
Product |
Sales Quantity |
PG1 |
# |
-600 |
PG1 |
P1 |
150 |
PG1 |
P2 |
450 |
PG2 |
# |
-600 |
PG2 |
P3 |
300 |
PG2 |
P4 |
300 |
Looking at product group PG1, which contains products P1 and P2, we can see how the line items came to be:
Of the value 600, product P1 receives 150 = 600 * 10 / (10+30), while P2 receives 450 = 600 * 30 / (10+30). 600 was the total value for product group PG1, while 10 is the reference value for P1 and 30 the reference value for P2. The credit posting for - 600 was made to the product group level, where Product = # (not assigned).