Sales Planning

Aurea CRM's sales planning & optimization functionality uses CRM.server to-dos to perform calculations.

Each function creates a to-do of To-Do Type "Calculate" calling a workflow (Execution Type = "Workflow", Execution Format = "<workflow_name>"), see Automatically Completing To-Dos.

Syntax:

To enter parameters directly in the to-do record (Text field), use the following syntax:

parameter name = <value/>

Example:

"BY=<2013/> FilterFi=<F0='2' AND F1='100'/> FilterP5=</> RepId=<010000003/>"

Global Parameters

ServerId: Rep ID of the CRM.server user for asynchronous to-dos.

ExecutionMode: synchron | asynchron (default)

Available Functions (Workflows) and Parameters

Name: U_BL_P5_1

Creates "empty" Sales Optimization records (P5) for the specified year (no values, no quantities).

Parameters:

`BY`	Business year for which the P5 records are generated. If undefined, the previous year is used.
`FilterFi`	Filters for specific FI records.
`FilterId`	Filters by rep.
`FilterLa`	Filters by country.
`FilterP5`	Filters for specific P5 records.
`RepId`	If defined, the P5 records are generated for this rep. If a company "belongs" to another rep and its product records are rep-related (i.e. no company or country entered), no P5 records are created.

Name: U_BL_P5_2

Calculates default target values by reading the actual values from the specified year and adds the percentages specified in P6 or P7.

Parameters:

`BY`	Business year
`FilterFi`	Filters for specific FI records.
`FilterId`	Filters by rep.
`FilterLa`	Filters by country.
`FilterP5`	Filters for specific P5 records.
`Copy`	If set to `true`, the calculated defaults are directly copied to the target values. Only if `CopyFunction = <false/>`. If set to `false`, the values are only calculated and the `U_BL_P5_3` function has to be used to update the P5 records.
`CopyFunction`	If set to `true`, `U_BL_P5_3` is called with parameters `BY`, `FilterP5` and `HierachyLevel` (see below).
`HierarchyLevel`	Specifies on which product level the target values are calculated, i.e. the planning level. Available values: 1-6
`AggType`	Specifies the type of plan: 1...company, 2...rep, 3...country, 4...business year.

Name: U_BL_P5_3

Copies default targets to target values (annual values).

Parameters:

`BY`	Business year
`FilterP5`	Filters for specific P5 records.
`HierarchyLevel`	Specifies on which product level the target values are written, i.e. the planning level. Available values: 1-6
`AggType`	Specifies the type of plan: 1...company, 2...rep, 3...country, 4...business year.

Name: U_BL_P5_4

Calculates the market growth per product and target values based on the growth.

Note: P5 records for the newly calculated target values must exist.

Parameters:

`BY`	Business year
`FilterFI`	Filters companies for the calculation (read).
`FilterFIWrite`	Filters companies for the result (write).
`FilterId`	Filters reps for the calculation (read).
`FilterIdWrite`	Filters reps for the result (write).
`FilterLa`	Filters countries for the calculation (read).
`FilterLaWrite`	Filters countries for the result (write).
`FilterP5`	Filters for specific P5 records.
`Forecast`	If set to `false`, target values are calculated. If set to `true`, forecast values are calculated.

Error Codes

BL_ERROR_TODO_PARAMETER = 280
BL_ERROR_READ_FILTER_FORMAT = 281
BL_ERROR_WRITE_FILTER_FORMAT = 282
BL_ERROR_STRING_TO_FILTER = 283