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).