FP&A User Story 2.1

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isabelle.leroy
isabelle.leroy Member, ALL USERS, GroupMember, Employee Posts: 3 Occasional Contributor
in Anaplan Community

Hi

 

In the 2.1 US we need to load actual volume data based on the unique key of properties including: Rep Emp ID, Product Code, Customer Code, Period, Amount.

Problem is the volume data are only specified by Product / Customer, no rep emp id correspondance.

Do I miss something?

Thanks 

Isabelle

Comments

  • Glen_Prager
    Glen_Prager Member, ALL USERS, GroupMember, Partner, Certified Model Builder Posts: 5 Master Anaplanner of the Year

    Hi Isabelle,

    The Data_Actual Unit Data module in the Data Hub contains actual volume by Rep Emp ID.  The column name is Sales Rep Code.

  • Preethi
    Preethi Member, ALL USERS, Partner, Certified Model Builder Posts: 5 Contributor
    Hi Glen,
    The Rep Emp ID is provided for actual data ,
    but the budget data is not provided by sales rep/emp id .
    How do we load budget data without emp id?
  • Glen_Prager
    Glen_Prager Member, ALL USERS, GroupMember, Partner, Certified Model Builder Posts: 5 Master Anaplanner of the Year

    The requirement in 2.1 is for actuals, not budget

  • yimch1
    yimch1 Member, ALL USERS Posts: 4 New Contributor

    Hi Glen,

     

    So the actual data has units by emp, customer and product. However, the 2017 budget file is only by customer and product (no emp). And then in user story 3.1, it says, "Ability to input the volume unit per sales rep, product, customer and month".

     

    There seems to be an inconsistency. If we setup a module to allow sales reps to load units by emp, but the 2017 budget excel file doesn have by emp, how do we load the budget data?

  • Ashish.Banka
    Ashish.Banka Member, ALL USERS, GroupMember, Partner, Certified Model Builder, Community Pioneer Posts: 2 Master Anaplanner of the Year

    My assumptions is that the sales rep having Actuals would be the same who would input forecast. 

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