Default Waterfall Description (Optimization - Price List Impact Simulation)
- Jana Volencová (Deactivated)
The waterfall simulated by default contains the below listed fields and any changes to their names or their meaning will require modifying the logics.
The waterfall is created from a transactions Datamart that must contain the following fields. All of them contain extended values; the discount and adjustments are absolute extended values.
List Price – This field does not need to be present in the Datamart. It is calculated as:
FinalBasePrice + (MaterialsIndexFormulaAdj + SegmentMarginAdj + LocalAdjustment)Therefore it means that the real needed fields are
FinalBasePrice,MaterialsIndexFormulaAdj,SegmentMarginAdj, andLocalAdjustment. Then the following discounts and adjustments apply to the List Price:Volume Discount – name
VolumeDiscountsSales Channel Discount – name
SalesChannelDiscountPromotion Discount – name
PromotionDiscountCompetitor Discount – name
CompetitorDiscountCustomer Negotiated Discount – name
CustomerNegotiatedDiscountFreight Charge –
Freight_ChargeWarehousing Adjustment – name
WarehousingAdjPackaging Adjustment – name
PackagingAdjInstallation Services Customization Charge – name
Services
Invoice Price – This field does not need to be present in the Datamart. It is calculated as:
ListPrice - (VolumeDiscounts + SalesChannelDiscount + PromotionDiscount + CompetitorDiscount + CustomerNegotiatedDiscount) + (Freight_Charge + WarehousingAdj + PackagingAdj + Services)Then the following discounts and adjustments apply to the Invoice Price:
Payment Term Cost – name
EarlyPaymentRebates – name
RebatesBuying Group Rebates – name
BuyingGroupRebates
Net Price – This field does not need to be present in the Datamart. It is calculated as:
InvoicePrice - (EarlyPayment + Rebates + BuyingGroupRebates)Then the following discounts and adjustments apply to the Net Price:
Freight Cost – name
Freight_CostWarehousing Cost – name
WarehousingCostPackaging Cost – name
PackagingCostSupport of Warranty Cost – name
WarrantyCostInstallation Services Cost – name
InstallationCostsPocket Price – This field does not need to be present in the DM. It is calculated as:
Then the Variable Cost is applied to the Pocket Price. Its field name is
Cost
Pocket Margin is calculated as
PocketPrice - Cost.
Then the Fixed Cost is applied to the Pocket Margin. Its field name isFixedCostGross Margin is calculated as
PocketMargin - FixedCost
The transactions Datamart must also contain a date field.
In any case, a Configuration Engineer will be needed to at least check that the first aggregation queries run the correct pre-configuration formulas. This is a topic that will be handled by the Accelerator when it exists.