"Which steps are required in order to add and use a new tactic This includes... adding a new tactic in the model adjust the planning applications"

"What do I need before I start?"

" You are familiar with the SAP Commercial Planning (CX) Sales Planning content from the xP\u0026amp;A Business Content Suite. Reference: Getting Started tutorial You have installed the SAP Commercial Planning (CX) Sales Planning content in an SAP Analytics Cloud tenant. Reference: Business Content Installation Guide, Content Package User Guide. "

xP&A CX Commercial Planning (Sales) - Add a new Tactic

This tutorial provides information on how to add a new tactic and use it inside the different applications.

🎓beginner ⏱15 min SAP Analytics Cloud Beginner SAP Analytics Cloud Analytics Designer 0/3

Overview

🎓 beginner ⏱ 15 min. SAP Analytics CloudBeginnerSAP Analytics Cloud Analytics Designer

You will learn

✔Which steps are required in order to add and use a new tactic
✔This includes…
✔adding a new tactic in the model
✔adjust the planning applications

H Hendrik Grobbel August 7, 2024

Created by November 9, 2023

Contributors

Prerequisites

You are familiar with the SAP Commercial Planning (CX) Sales Planning content from the xP&A Business Content Suite. Reference: Getting Started tutorial
You have installed the SAP Commercial Planning (CX) Sales Planning content in an SAP Analytics Cloud tenant. Reference: Business Content Installation Guide, Content Package User Guide.

Steps

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Intro

The SAP Commercial Planning (CX) Sales Planning content package comes with several pre-defined assumptions, such as the mapping between Tactic – Spend Type and GL Account, which can be used for your planning activities. Nevertheless, you might want to add more tactics according to your own business needs. In this case, you would need to adjust the planning applications as well as the dimension master data.

In this tutorial, you will learn how to add a new tactic member into the dimension and how to make it available in the planning applications of this content package.

Step 1 Adjust the Dimension in the Master Data

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In the first step, it is necessary to add a new member to the Tactic dimension in the Sales Planning data model.

In the SAP Analytics Cloud Menu, navigate to the Files section, search for SAP_SD_IM_SalesPlanning and click on the data model to open it.
model
Open the SAP_SD_Tactic dimension.
model
Add a new member to the tactic dimension. Use DISCOUNT as your Member ID and use Discount as your description.
model
Save your change.

Step 2 Adjust Planning Application

In the next step the Sales Planning Admin Page (SAP_SD_SalesPlanning_AdminPage) must be modified, and a new mapping should be provided for the new Tactic member created.

In the SAP Analytics Cloud Menu, navigate to the Files section, search for SAP_SD_SalesPlanning_AdminPage and select Open in Story Edit Mode.
canvas_story
Select the Mapping page of the story. Right click on the Tactic input control or select the button More Actions. Click on Edit Filter….
canvas_story
Open the Settings, go to the Member Display setting and select All Members in the Available Members drop down. Then select your newly added tactic Discount. Click on OK.
canvas_story
Save your change and go to View mode.
canvas_story
Select the Mapping page of the story. Right-click on the column SpendType in the Mapping Table. Select the Show/Hide option and select Unbooked.
canvas_story
The new tactic Discount is now visible in the table. Perform a manual input on the desired combination of SpendType, Tactic and GL Account to create a valid driver combination to be used for the sales activity planning.
canvas_story
For instance, enter 1 for the following combination:
Column Value
SpendType Discount Percentage
Tactic Discount
GL Account Sales Discount - Domestic
Click on Confirm to publish your change.
canvas_story
Confirm your intention by pressing Yes.
canvas_story