Page Comparison

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Type

Data

Fields

Use Case

Transaction Data

Sales Data (Transactions)

Unique Id (String)
Product Id (String)
Customer Id (String) - mandatory if customer master is deployed
Pricing Date (Date)
Invoice Price (Money/Number)
Gross Margin (Money/Number)
Quantity (Quantity/Number)

Optional:

Currency (you need filled Ccy Datamart when using currency)
UoM
Additional waterfall fields

You can add additional fields for your waterfall definition. Basically you can add every field that follows your pricing journey starting from the List Price and ending at the pocket price.

You can have different price points as well as adjustments. Note that in the example below the price points are in bold and have adjustments in between.

Typically you have items like:

List Price
Local Adjustments
Local Listprice
On-Invoice Discounts
Invoice Price
Off-Invoice Discounts
Net Price
Transaction Cost
Cost
Gross Margin

Other optional data (mandatory for specific dashboards):

Period Over Period:
- List price
- Net price
Regional Revenue and Margin:
- Continent
- Country
- City / Region

Master Data

Product

Product Id
Product Name
Up to 30 custom attributes

The Product / Customer Masterdata is used for two scenarios:

Filtering and Dimensions.

Filtering allows you to define the Products/Customers you want to include in your analysis.

Typically you can include following fields for this reason.

Product:

Product hierarchy
Product Group
Brand
Product performance markers
- Product Class
- Competitive / Captive
- Product Lifecycle
- Basic / Premium Products

Customer:

Regional Data / Org Data
- Country
- Region
- Sales Office
- Sales Org
Customer performance markers
- Loyalty
- Size / Classification

The second use case is to define the Product/Customer aggregation to have a view on your portfolios from different angles.

You can find this aggregation in chart types like Pie Charts (definition of the “pieces” or Scatter Charts (band by).

Customer

Customer Id
Customer Name
Up to 30 custom attributes

...

Type

Data

Fields

Use Case

Master Data

Customer

Custom attributes (optional)

Active /Inactive Customers indentification
- e.g. if CM.Attribute15 = “10” then the particular customer is considered active
Customer segmentation (any other data source can be used as well).
For example, the segment can be defined by:
- Country + Region
- Customer Type + Customer Group
- ….

Product

All the dimensions in the relevant Product Data Source (optional)

Customer Products Portfolio: Pricing and Selling Opportunities by Product Attribute:

Product Attribute defined by a user input, the filter items are loaded from the Data Source definition.
Used in Pricing Opportunities and Selling Opportunities portlets as a dimension (aggregation level).

Transaction Data

Sales Data (Transactions)

Unique ID
Customer ID
Customer Name
Product Id
Product Name
Pricing Date
Invoice Price
(Gross) Margin
Quantity

Core.

Accelerate Rebate Management Package

Type	Data	Fields
Master Data	Product	Product Id Optional: Up to 30 custom attributes
Master Data	Customer	Customer Id Optional: Up to 30 custom attributes
Transaction Data	Sales Data (Transactions)	Product Id (String) Customer Id (String) Baseline Value (In most cases, it will be a Revenue/Invoice Price) (Money) Quantity (Quantity) Pricing Date (Date) Rebate (this field is used to allocate a rebate value into the transaction Datamart) (Money)

Accelerate Rebate Dashboard Package

Type	Data	Fields
Master Data	Product	Product Id Optional: Up to 30 custom attributes
Master Data	Customer	Customer Id Optional: Up to 30 custom attributes
Transaction Data	Sales Data (Transactions)	Product Id (String) Customer Id (String) Baseline Value (In most cases, it will be a Revenue/Invoice Price) (Money) Quantity (Quantity) Pricing Date (Date) Rebate (this field is used to allocate a rebate value into the transaction Datamart) (Money) Margin (Money)
Rebate Records (Rebates module)		Current Baseline Value Current Quantity Current Rebate Forecast Baseline Value Forecast Quantity Rebate Forecast Accrual Forecast Baseline Value Accrual Forecast Quantity Accrual Forecast
Rebate Agreement output name (Rebates module)		Payment Period Target For Rebate Formulas Customer Group Product Group

PricefxPlasma

Type

Data

Fields

Use Case

Transaction Data

Sales Data (Transactions)

Currency
Customer ID
Document ID
Document Line ID
Global List Price
Gross Margin
Invoice Price
Local List Price
Net Price
Pricing Date
Product ID
Product Or Service
Quantity
Realized Price
Selling From
Selling To
UOM
Unique ID

Optional:

Competitive Discounts
Consignment Cost
Corrections
Customer Loyalty Program
Customer Negotiated Discounts
Customer Pickup Allowance
Customer Charge Customization
Customer Charge Installation
Customization Charges
Customization Costs
Early Payment Discounts
End Customer OffInvoice Discounts
End Customer OnInvoice Discounts
Entity
Expedited Shipping
Foreign Exchange Adjustment
Free Giveaways
Freight
Freight Charges
Installation Charges
Installation Costs
Instant Rebates
Inventory Maintenance
Labor
Local Adjustment
Marketing Development Promotions
OffInvoice Promotions
Other COGS
Other OffInvoice Discounts
Other OnInvoice Promotions
OtherTransaction Costs
Production
Quick Cash Payment Discounts
Raw Materials
Rebates
Receivables Carrying
Rush Orders
Sales Channel Discounts
Sales Rep
Seasonal Discounts
Slotting Allowance
Stocking Allowance
Support Cost

Transactions data is essential for Plasma Transactions core functionality.

Quotes

Quotes Data

Approval Processing
Approval Date
Denial Date
InGuideline
Boundary Price
Deal Date Time
Cost
Creation Date Time
Currency
Customer ID
Deny Step
Effective Date
Expiry Date
Invoice Price
Last Change By
Last Change Date Time
List Price
Margin
Mark As Lost Date Time
Needs Approval
Number O fApproval Steps
Product ID
Product Or Service
Quantity
QuoteId
Quote ID Without Revision
Quote Line ID
Revision
Revoke Date Time
Sales Person
Status
Submit Date Time
UOM
Workflow Status
Username

Optional:

Selling From
Selling To
Unique ID

Quotes data is essential for Plasma Quotes core functionality.

Selling To, SellingFrom and Unique ID are necessary in case Plasma Quotes Enrichment is applied.

Accelerate Sales Compensation

Type	Data	Fields	Use Case
Master Data	Product	Product Id Optional: Up to 30 custom attributes	There are various ProductGroup inputs throughout the solution that require this data, e.g. during Plan creation or Adjustments.
	Customer	Customer Id Optional: Up to 30 custom attributes	There are various CustomerGroup inputs throughout the solution that require this data, e.g. during Plan creation or Adjustments.
	Seller	Seller Id Seller Name Reports To Pricefx User Account Id Optional: First Name Surname Active Termination Date Hire Date Region Market Status	Seller data is essential for Sales Compensations core functionality.
Transaction Data	Sales Data (Transactions)	Baseline Value (in most cases, it will be Revenue/Invoice Price) (Money) Invoice Price (Money) Quantity (Quantity) Margin (Money) Seller Id (String) Product Id (String) Product Name (String) Customer Id (String) Pricing Date (Date) Currency (String)	Transactions data is essential for Sales Compensations core functionality.

Versions Compared

Old Version 1

New Version 2

Key

Accelerate Rebate Management Package

Accelerate Rebate Dashboard Package

PricefxPlasma

Accelerate Sales Compensation