IBP Revenue to QTY

[OliverA41]

Hello,

we have a budget (revenue) and changed it in qty. we searched here for a solution, but the answers which we found was not helpful. The question ist, how we can "remove" the "curr" level from the keyfigure revenue?

Has anyone do this before ?

Thanks in advance

Oliver

[AyanBishnu · Accepted solution]

Hi Oliver

First of all please screen shot of the problem that you are facing with the planning levels. Also share detailed screenshot of the currency related planning level and the planning level that you have created for quantity.

Also please let me know if the base planning level for the KF 1 ( the KF having the total currency value ) and KF2 ( the KF having the value of each SKU) are the same or not ? Since this values will be uploaded by some teams, I am assuming that both KF1 & KF2 are stored KF.

Now for KF3 ( the KF where the quantity will be calculated based on total currency value / value of each SKU), for this KF create a new planning level that does not include anything related to currency in the planning level. This is what i meant by "anything quantity based"

Even if both the KF1 & KF2 have the same base planning level or not, define a calculation expression for both KF1 and KF2 at the base planning level that you have defined for KF3.

Once done define the KF expression in KF3@BasePL = ( KF1@BasePL of KF3 / KF2@BasePL). This should help to resolve the issue.

Regards

Ayan Bishnu

[OliverA41]

Hi Ayan, hi Ankur

thanks for your response

@ Ayan :

we try this :

"( total currency value / value of each SKU), this expression will help you convert the currency to quantity"

But we have problems with the planning level .What do you mean with "anything quantity based"?

@ Ankur

this was another idea.

Regards

Oliver

[AyanBishnu]

Hi Oliver

First of all please screen shot of the problem that you are facing with the planning levels. Also share detailed screenshot of the currency related planning level and the planning level that you have created for quantity.

Also please let me know if the base planning level for the KF 1 ( the KF having the total currency value ) and KF2 ( the KF having the value of each SKU) are the same or not ? Since this values will be uploaded by some teams, I am assuming that both KF1 & KF2 are stored KF.

Now for KF3 ( the KF where the quantity will be calculated based on total currency value / value of each SKU), for this KF create a new planning level that does not include anything related to currency in the planning level. This is what i meant by "anything quantity based"

Even if both the KF1 & KF2 have the same base planning level or not, define a calculation expression for both KF1 and KF2 at the base planning level that you have defined for KF3.

Once done define the KF expression in KF3@BasePL = ( KF1@BasePL of KF3 / KF2@BasePL). This should help to resolve the issue.

Regards

Ayan Bishnu

[AyanBishnu]

Hi Oliver

Now I got your point. In that it is better to create a new set of KF with a new planning level, anything quantity based. Then use proper KF expression to convert the the currency to qty. basically ( total currency value / value of each SKU), this expression will help you convert the currency to quantity. This will solve your purpose.

Now in case if you are using multiple currency format, in that case my suggestion would be to bring down the currency calculation to any base currency (e,g USD or something) and then use that in the KF expression for calculating the qty. Again if various SKU's have various base UOM, then in that case you need to make sue that the new KF that you are calculating is properly configured to use UOM conversion.

Hope this helps is solving your problem

[ankpatel]

Hi Oliver,

I would suggest keeping the existing planning level as it is as you will bring the Budget from Finance in Currency and then you will Standard Price as another KF. What you can do is create a new calculated KF ZBUDJECTQTY by using Budget and Standard price and in this new KF don't use Currency in planning level.

Regards

Ankur

[AyanBishnu]

Hi Oliver

Although your question is at a very high level, but still what I understand is you want remove the planning level "curr' from the revenue KF. My first questions is revenue is always denoted in monetory values, then wht the reason to remove the "curr" planning level ?

But still then if you really need to do this, then it is possible but that is a bit tidious process. Please try to use the below mentioned steps

1) Purge all the values from all associated revenue related KFs. In short all KF's that are directly or indirectly associated with revenue planning.

2) Remove the planning level "curr" from all KFs where it is being used as a base planning level.

3) Create a new planning level for quantity with appropiate root attributes. Make sure UOM conversions are properly configured and assigned accordingly.

4) Assign the new planning level as the base planning level for all associated revenue related KF and also make sue that all those KF's are using UOM conversion factors.\

Hopefully this will solve your purpose. Do let me know how it works.

[OliverA41]

Hi Ayan,

the process where we need this change is very simple. Perhaps ypu have an idea, how we can figure this in IBP

We have a budget from fnance / controlling e.g. 100.000 € every month. Now the task is, that we convert this 100.000 € in qty. That should be happened with a standard price. e.g 100.000 / 200 (Standard price) the quantity budget for the month is 500.

The Kf for the budget has the planning level "curr".

Currently we struggled with this process.

[AyanBishnu]

Hi Oliver

Now I got your point. In that it is better to create a new set of KF with a new planning level, anything quantity based. Then use proper KF expression to convert the the currency to qty. basically ( total currency value / value of each SKU), this expression will help you convert the currency to quantity. This will solve your purpose.

Now in case if you are using multiple currency format, in that case my suggestion would be to bring down the currency calculation to any base currency (e,g USD or something) and then use that in the KF expression for calculating the qty. Again if various SKU's have various base UOM, then in that case you need to make sue that the new KF that you are calculating is properly configured to use UOM conversion.

Hope this helps is solving your problem

Ayan Bishnu