Planning Level: Account Group: Assignment and Conversion 

Technical name: 4TPM8171

Use

This planning level provides planning functions and planning sequences that can be executed when switching between planning layouts, and which:

·        Assign plan values to the subsequent customer levels

·        Convert between net revenue and billing quantity

Characteristics and Key Figures

The planning level Account Group: Assignment and Conversion (4TPM8171) contains the same characteristics as the planning level Account Groups (4TPM8170). This planning level also contains the characteristic BP Group Level 3 (0BP_GRP_A03).

The planning level contains the following key figures:

Key Figures

Key figure	Description
0VOL_REBATE	Rebate
0CP_DELTAB	Delta Factor for Planning
0PROMOTIONS	Direct Promotion Costs (External Service)
0INV_QTY	Billing Quantity in Sales Units
0KEYFG_FLAG	Planning Layout Display Indicator
0CP_LSTFEE	Listing/Shelf Placement Fee
0FRGO_DSCNT	Free Goods Discount
0COPANETRV	Net Revenue
0NET_PRC	Net Price for 0CURRENCY
0COPAODSCNT	Miscellaneous Sales Deductions
0REG_DISC	Total of All Regular Discounts
0OFFR_DSCNT	Variable Promotion Discount (Invoice Markdown)
0CP_INSTFEE	Funds

Planning Functions

The planning level Account Group: Assignment and Conversion (4TPM8171) contains the following planning functions:

·        Assignment of account group (2) to account (3) (4TPM8171)

With the planning function type Assign with Reference Data, you assign the plan data from the customer level Account Group to the customer level Accounts.

¡        Fields to change: BP Group Level 3

¡        Fields for conditions: CRM Plan Version, Fiscal Year, Key Figure Name, Version, Value Type

¡        Reference characteristics: CRM Plan Version, Fiscal Year, Key Figure Name, Version, Value Type

·        Conversion of net revenue/quantity (4TPM8172)

This planning function enables you to conversion the net revenue into the billing quantity, and vice versa.

Fields to change: Posting Period, CRM Plan Version, BP Group Level 3, Fiscal Year, Key Figure Name, Version, Value Type

·        RP: Assignment of account to subaccount (4TPM8173)

The planning function type Assign with Reference Data enables you to assign plan data from the customer level Accounts to the customer level Subaccounts. In rolling planning, only the plan data for the remaining posting periods in the current year are assigned.

¡        Fields to change: BP Group Level 3

¡        Fields for conditions: Posting Period, CRM Plan Version, Fiscal Year, Key Figure Name, Version, Value Type

¡        Reference characteristics: CRM Plan Version, Fiscal Year, Key Figure Name, Version, Value Type

Planning Sequences

The planning sequences contained in this planning level assign the plan data to the relevant subsequent customer level and convert net revenue into billing quantity when you switch to a different planning layout.