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Quotas

Special treatment of Quotas in Modeling:

  • Modeled Quota structure cannot be changed.

  • The existence of positions with quota values in the promotion period should be insured prior to the promotion.

  • Non-leaf period quota values are promoted keeping the period range, so it can change production results outside promotion periods. For example, if the promotion period is January 2013 and the yearly quota is updated in modeling, the quota value is going to be changed for the year of 2013 after promotion. It is not going to be changed for January 2013 only. Please add examples to illustrate the above statements.

Note: Cloned quota only shows values for the position originally assigned to the simulated plan.

For example:

  • Assign one position to a plan.

  • Populate quota values for this position and another position.

  • Model the plan - modeled quota has values for the assigned position only.

  • Go to production. Assign the second position to the plan

  • Go back to the model - the second position shows up in the plan assignment, but still no quota values.

Lookup Tables

Special treatment of Lookup Tables in Modeling:

  • Modeled lookup table structure cannot be modified. Cell values can be modified.

  • The lookup table structure is extended to the promotion period(s), if needed, along with all dimensions and only indexes, which are falling into the model source period(s).

For example, the lookup table has the following structure:

  • Dimension A Index A1 is defined from January 2011 to February 2011

  • Dimension A Index A2 is defined from January 2011 to end of time

  • Dimension A Index A3 is defined from February 2011 to December 2011

Model a plan which is using this lookup table. Set model source period to March 2011. Make changes and promote the model from March 2012 to end of time. As a result,

  • Dimension A Index A1 is defined from January 2011 to February 2011 and not extended

  • Dimension A Index A2 is defined from January 2011 to end of time

  • Dimension A Index A3 is defined from February 2011 to end of time (extended)

Note: Administrators will be able to model all plan components including rules, quotas, territories, rate tables.