Customer ID

Text

The “ship-to” unique identifier of my customer on this sale

Product ID

Text

The unique sku of the product that was sold

Invoice Price

Number

The total revenue of the transaction line item

Quantity

Number

The total number of units the customer purchased

Product Family

Text

Key attribute for filtering along product lines

Customer Tier

Text

Key attribute for filtering and grouping customers

Country

Text

Primary regional division

Column

MSCW

Description

Product ID

M

Corresponds to the IDs used in the products data

Customer ID

M

Corresponds to the IDs used in the customers data; typically this would be the most granular customer ID (i.e. - ship-to vs. sold-to), but should be oriented around how the ERP defines a "unique customer"

Line Item ID

M

Unique ID for each transaction line item - more granular than invoice or order ID

Pricing Date

M

Date that the transaction should be recognized for - consider filtering for revenue / turnover by dates; could be invoice date, delivery date or order date

Invoice Price

M

Revenue (either total or per unit) for the transaction line item - typically total gross revenue (which may actually be a net price for your business) for the line item

Net Price

C

The final revenue net of any relevant factors that are not typically considered - "net price" often has different definitions in different organizations, but often something like this might include off invoice “discounts” like rebates

Margin

M

Margin (either total or per unit) for the transaction line item - should represent the margin metric that's most useful

Quantity

M

The number of units sold in the transaction line item

Currency

C

The currency used to transact the line item

UOM

C

The unit of measure that the "Quantity" field is expressed in

Geography 1

S

Geographical hierarchy of the transaction (could be in customer instead) - something like State / Country or Country / Region - up to 2 levels

Geography 2

C

Geographical hierarchy of the transaction (could be in customer instead) - something like State / Country or Country / Region - up to 2 levels

Business Unit Structure 1

S

Sales Org (SAP) / Business Unit / Division - essentially the company entity structure - up to 3 fields

Business Unit Structure 2

C

Sales Org (SAP) / Business Unit / Division - essentially the company entity structure - up to 3 fields

Business Unit Structure 3

C

Sales Org (SAP) / Business Unit / Division - essentially the company entity structure - up to 3 fields

Sales Manager

C

Sales leadership - this can be an individual or an org structure

Seller

C

Sales Executive or sales person who is credited with the sale

List Price

C

List price at the time of the transaction if list pricing is used

Transaction Type

S

Provides specificity to the medium of the transaction - can be a price type or sale type

Generic Attribute 1

C

Additional attribute / dimension at the transaction level that is important to filtering and aggregating data

Generic Attribute 2

C

Additional attribute / dimension at the transaction level that is important to filtering and aggregating data

Generic Attribute 3

C

Additional attribute / dimension at the transaction level that is important to filtering and aggregating data

Generic Attribute 4

C

Additional attribute / dimension at the transaction level that is important to filtering and aggregating data

Generic Attribute 5

C

Additional attribute / dimension at the transaction level that is important to filtering and aggregating data

Column

MSCW

Comments

Customer ID

M

Usually a ship-to or bill-to level ID - depending on your business’s perspective

Customer Name

M

Name of the customer or customer location

Customer Hierarchy 1

M

Customer classification structure - eg. Group, Class, Segment etc. - up to 4 levels

Customer Hierarchy 2

C

Customer classification structure - eg. Group, Class, Segment etc. - up to 4 levels

Customer Hierarchy 3

C

Customer classification structure - eg. Group, Class, Segment etc. - up to 4 levels

Customer Hierarchy 4

C

Customer classification structure - eg. Group, Class, Segment etc. - up to 4 levels

Bill-To Customer

C

Relationships to parent/child company info - whichever level is not used in the primary customer ID

Ship-To Customer

C

Customer Geography 1

M

Geographical hierarchy of the customer (could be in transactions instead) - something like State / Country or Country / Region - up to 2 levels

Customer Geography 2

C

Geographical hierarchy of the customer (could be in transactions instead) - something like State / Country or Country / Region - up to 2 levels

Customer Status

S

Indicates whether the customer is active or inactive

Generic Customer Attribute 1

C

Additional attribute / dimension at the customer level that is important to filtering and aggregating data

Generic Customer Attribute 2

C

Additional attribute / dimension at the customer level that is important to filtering and aggregating data

Generic Customer Attribute 3

C

Additional attribute / dimension at the customer level that is important to filtering and aggregating data

Column

MSCW

Comments

Product ID

M

Usually a sku, or a configurable base product, depending on business

Product Name

M

Name or label for the product

Product Hierarchy 1

M

Product classification structure - eg. Group, Class, Segment etc. - up to 4 levels

Product Hierarchy 2

C

Product classification structure - eg. Group, Class, Segment etc. - up to 4 levels

Product Hierarchy 3

C

Product classification structure - eg. Group, Class, Segment etc. - up to 4 levels

Product Hierarchy 4

C

Product classification structure - eg. Group, Class, Segment etc. - up to 4 levels

Product Type 1

S

Product use case structure - this might be something like an industry or a vertical - up to 2 categories

Product Type 2

C

Product use case structure - this might be something like an industry or a vertical - up to 2 categories

Base UOM

S

Product sku's unit of measure - disregard if skus are not at package level

Product Costs

S

Costs can be bypassed if margin information is available in transactions

Product Status

S

Indicates whether the product is active or inactive

Generic Product Attribute 1

C

Additional attribute / dimension at the product level that is important to filtering and aggregating data

Generic Product Attribute 2

C

Additional attribute / dimension at the product level that is important to filtering and aggregating data

Generic Product Attribute 3

C

Additional attribute / dimension at the product level that is important to filtering and aggregating data

Column

MSCW

Comments

Currency Valid From

M

The starting date for this particular exchange rate. Since currencies fluctuate over time, these can be set to change as frequently as daily (but any timeframe shorter than this is also fine).

Currency Valid To

M

The end date for this particular exchange rate.

Currency From

M

The currency that will be converted from.

Currency To

M

The currency that will be converted to.

Exchange Rate

M

The exchange rate that should be used to convert from the “Currency From” to the “Currency To” for the validity dates selected.

Column

MSCW

Comments

UOM From

M

Unit of measure to convert from.

UOM To

M

Unit of measure to convert to.

UOM Conversion Factor

M

The conversion factor to use to convert from the “UOM From” to the “UOM To.”

Sales & Customer Insights

M

M

M

W

C

C

Negotiation Guidance

M

M

M

C

S