Mandatory Data for Accelerators

Here you can find a list of mandatory and optional data for Accelerator Packages. It helps you identify what data you need from the customer to set up and configure the packages.

Accelerate Price Setting Package

For this package you could start with requirements for Core (Product Data) and at least mandatory data for one pricing strategy.

Type	Data	Fields	Mandatory for Use Case
Master Data	Products	SKU Field(s) to be used as Lookup Key	Core Technically SKU could be SKU, but this would probably make no sense - you could completely “skip” the lookup key concept by defining SKU as the only Lookup Key Dimension and configure everything with the “*” value
	Product Cost	Mandatory: SKU Cost Pricing Level Identifier (e.g. Country) Optional Validity Period Currency	Cost+ Pricing Strategy Margin Calculation / Margin Checks
	Advanced Cost Definition	Per Advanced Cost type: The same as Product Cost Optionally, we can use SUM, AVG when we want to use multiple cost entries and combine them into one	Advanced Cost Module
	Discount Structure	Discount Groups and Discount Values	Pricing on List Price → Net Price level
	Exchange Rates	Currency and Conversion Rates	Dependent pricing in different currencies
	Competition Data	Mandatory: SKU Competition Price Optional: Competitor Name Validity Dates Currency Relevant Competition Definition	All Competition Based Pricing Strategies
	Pricelist Data	SKU Pricing Level (Country, Global, Channel, …)	Initial Prices All checks and KPI regarding price increase Pricing Strategy: Price Increase
	Stock Data	SKU Pricing Level Identifier (e.g. Country) Stock Optional: Validity Dates	KPI Days of Cover (DoC) DoC related Pricing Strategies
	Product References	SKU reference SKU	Pricing Strategies: Anchor Pricing, Attribute Based Pricing
	BoM (Kit List)	SKU Sub-Component SKU Quantity	Pricing Strategy: Kit Pricing
Business Data	Plus for Product	Lookup Key Plus %	Cost+ based Pricing Pricing Strategy
	Price Increase	Lookup Key Price Increase	Price Increase Strategy
	Pricing relevant Attributes	Attributes in P/PX Value Impacts of Pricing Attributes	Attribute Based Pricing Strategy
	Pricing Level Adjustment	Pricing Level Adjustment %	Dependent Pricing of Independent (e.g. Global Reference Pricelist → Country Pricelist)
	Sales Forecast	SKU Sales Volume Forecast Date Pricing Level Identifier (e.g. Country) Optional: Currency	Lookup Based Forecast (optionally, we can use Lookup Based or Transaction Based Forecast)
Transaction Data	Sales Data (Transactions)	SKU Sales Volume Sales Turnover (Sold Price) Transaction Date Pricing Level Identifier (e.g. Country) Optional: Currency (you need filled CCY DM when using CCY)	All KPI regarding “Sales History” Historical Sales/Turnover Forecast based on historical data

Accelerate CPQ Package

Type	Name	Fields	Mandatory
Master Data	Product		Core data
Master Data	Customer		Core data
Product Extension	ProductCost	Mandatory: SKU Cost: defaults to attribute1 Optional: Currency Additional dimensions fields	Core data
Product Extension	Price List		Core data
Product Extension	PriceByCustomer PriceByCountry PriceByRegion PriceBySegment	Mandatory: SKU Attribute1: customer mapping Attribute2: cost Optional: Currency	Mandatory if the price of the product is not in the price list
Model Record	PriceOptimizer model	Mandatory: Target price Floor price Stretch price Optional: Currency	Optional
Product Extension	PriceGuidance	Mandatory: Target price Floor price Stretch price Optional: Currency	Optional
Product Extension	PriceCompetitors	Mandatory: SKU Competitor Price Optional: Currency	Optional
Customer Extension	CustomerCashDiscount	Mandatory: Customer ID Discount	Optional
Price Parameter	StandardDiscount	Mandatory: Customer ID Dimensional keys Discount Value Type Optional: Currency	Optional
Price Parameter	ExceptionDiscount	Mandatory: Customer (key1) Product (key2) Discount (attribute1) Optional: Currency	Optional
Transaction Data	Sales data	Mandatory: SKU Customer ID Quantity Invoice price Net price Margin Pricing data Optional: Unit price Invoice ID	Optional

Accelerate Sales Insights Package

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

Accelerate PO Package

Please note: Accelerate PO Package has very similar data requirements as Sales Insights Package. Just pay attention to the slightly different purpose of the Product/Customer attributes in the two packages. It is encouraged to deploy Accelerate Sales Insights Package first and include all Product/Customer fields that you will need for the segmentation right away.

You can use this Excel Template to get an idea what the data could look like:

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)
Gross Margin Rate (needs to be added as a calculated field in Datamart after deployment. It is “Gross Margin / Invoice Price”)
Quantity (Quantity/Number)

Optional:

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

Transaction data is essential for price optimization process.

Product/Customer master data should be provided in a separate data structure if it is to be used in segmentation and deal guidance.

Master Data

Product

Product Id
Product Name
Up to 30 custom attributes

Product and Customer master data is used to drive the segmentation process.

Good examples for Product Dimensions are:

Product:

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

Customer:

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

These Dimensions are used in the Optimization model to drive the segmentation of the model. Each segment will be optimized separately.

Try to add as many product attributes as possible to make sure the Machine Learning Algorithms can evaluate the most optimized segmentation tree.

Customer

Customer Id
Customer Name
Up to 30 custom attributes

Accelerate Customer Insights Package

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.