Region | Taken from sold-to (sold-to-country) if it is SpP (other GBUs: Ship-to country) else take field Region_c from Pricing_Campaign_CPC__c table |
Product H4 | From the product code |
Product Name | Mapping from the product code |
GBU Customer Segment | Field GBU_CUSTOMER_SEGMENTATION (if Sold-to x Product exists in COPA) else mapping on Sold_To_Code__c from Pricing Campaign (iCare table Account) |
Sales Rep | Taken from COPA when Sold-to x Product exists (Sales_Employee__Sold_to_) → Description |
Group of Activity | Taken from COPA when Sold-to x Product exists (BFC_Group_of_activ_Key) |
| Market Cluster | - For CPCs in SF (linked to a campaign), take the market cluster and end use from Pricing Campaign table (iCARE)
- For CPCs with sales but not belonging to a campaign
- Apply mapping using END_USE__C that allocate an end use for each CPC
- Then apply a second mapping based on End_Use_Mapping__mdt table that allocate a market cluster to each end use
- All customers that have team cluster = ‘Channel Partner’, are assigned to ‘Channel Partners & Digital Sales’ market cluster (based on the Account Table in iCARE)
Color code for sources: SAP/BW - SFDC - SF internal mapping - Qliksense internal mapping
|
GBU | Taken from COPA when Sold-to x Product exists (BFC_GBU_Key); else put ‘SP’ |
Account Manager Review | Taken from iCARE (Account_Manager_Review_c) |
Team Cluster | Taken from iCARE (Team_Cluster_c) |
Sold-To Code | Taken from iCARE (name = iCARE Sold_To__c, code = Sold_To_Code__c) |
Product Code | Taken from iCARE (name = iCARE Product__c, code = Product_code__c) |
Reference Campaign | Taken from iCARE (Pricing_Campaign__c) |
Document Currency | Taken from iCARE (Document_Currency_c) |
Unit of Measure | Taken from iCARE (Document_Currency_c) |
Annual Sales [€] | Taken from iCARE (Annual_sales__c) |
Annual Volumes [UoM] | Taken from iCARE (Annual_volume__c) |
Forecasted Volume [UoM] | Taken from iCARE (Forecasted_annual_volume__c) |
Capped Recommended Price [DC/UoM] | Taken from iCARE (Capped_Reco_price_Pricing_Currency__c) |
Committed Price [DC/UoM] | Taken from iCARE (Committed_price__c) |
CPC Status | Taken from iCARE (CPC_Status__c) |
Invoice vs Commitment | Calculated dimension comparing Committed Price (iCARE) and Invoiced Price (P&L). The possible values are the following: - No value = there is no invoiced price available, or it is not available for the specific quote date
- Above commitment = invoiced price is higher than committed price
- Equal commitment = both invoiced price and committed price are the same
- Below commitment = invoiced price is lower than committed price
|
Last Price [€/UoM] | Taken from iCARE in DC (Last_price__c) and converted using FX rate of the campaign from iCARE |
Capped Recommended Price [€/UoM] | Taken from iCARE in DC (Capped_Reco_price_Pricing_Currency__c) and converted using FX rate of the campaign from iCARE |
Committed Price [€/UoM] | Taken from iCARE in DC (Committed_price__c) and converted using FX rate of the campaign from iCARE |
| Last invoiced Price | Taken from COPA at Sold-to x Product x Month level (Month = last month) as the last price in €/UoM of the quote linked to the CPC line (when the quote exists and it takes into account the filters in Opportunity table) - The last invoice has to be retrieved between the quote valid from and valid to date of the quote [BUG - not currently the case]. Currently, the last invoice price displays the last invoice price, regardless of quote validity dates.
- In this calculation we only take CPCs which are in CPC Status ‘Closed - Sales Started’, ‘Quote Expired’ (CPC with a quote and a last price).
- If GBU Product Family = PVDC the last invoice price = last invoiced price as taken from COPA multiplied by a VKG conversion
|
Sold-To Group | Taken as a manual mapping based on BFC_GBU_Key + Source_System_Key + Sold_to_party_Key from iCARE (if those fields are available); else Sold_to_party_Corporate_group__Name_ field is taken |
