2016-07-11 - 27594 - Enhancement - Manual cogs distribution formula update #BExQueriesforCrystalReportsAnalysisTool
SPECIFICATIONS
27594 - Manual cogs/distribution formula update
Purpose
Need to update formulas Contribution & Gross Contribution and show Distribution cost as to all analysis queries & Commissions as a separate measure to all Analysis & Global Queries.
Admin Info
Purpose
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Need to update formulas Contribution & Gross Contribution and show Distribution cost as to all analysis queries & Commissions as a separate measure to all Analysis & Global Queries.
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Requested By
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Kevin Wilson
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Spec Created By
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Uday Kumar P
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Spec Created Date
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11/07/2016
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Spec QA by
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Uday Kumar P
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Objects
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OPASA,COPA Analysis & Global BEx Queries for all Regions
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Document Status
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Complete
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Estimates
SNo
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Activity
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Estimation in Hours
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1
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Research
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18
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2
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Documentation
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04
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3
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Development/ Config
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42
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4
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Unit test in DEV
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04
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5
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Unit test in QUA
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04
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6
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Transport Requests
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08
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TOTAL
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80
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References
Prior Tickets
None
Documents
Attached spread sheet with list of all BEx Queries that were updated.
Queries for which formula has to be chnaged updated..xlsx
Spec Changes
SNo
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Change Details
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Requested By
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Requested On
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Notes if any
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01
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Need to exclude Distribution Cost from Shipped Cost & align Distribution Cost next to Shipped cost.
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Mark Harris
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07/13/2016
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Email
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Functional Requirement
Purpose/WHY:
Email From Mark Harris on 06/22/2016:
"Manual COGs should be renamed as Distribution and show separately as a measure in the Analysis queries.
Gross margin = Net Sales – COGs
Contribution margin = Net Sales – COGs – Distribution – Royalties.
All queries for reports should be adjusted for the formulas above also.
Commission should remain separate as a measure but not be involved in the calculations above."
In Scope:
All OPASA and COPA BEx Queries.
Out of Scope:
Other BPC BEx Queries.
Solution Summary
1. Need to change Gross Contribution and Contribution formulas as per business requirement.
2. Need to show Distribution Cost as separate measure in all OPASA Analysis BEx Queries.
3. Need to show Commissions as separate measure in all OPASA and COPA BEx Queries.
4. Need to create a new transport request and collect all the BEx Query changes into it.
5. Need to validate the formulas once changes got moved to quality and production.
Solution Details
1. Need to update Gross Contribution formula as "Gross margin = Net Sales – COGs" to Shipped & OPA Gross Contribution CKF.
2. Need to update "Contribution margin = Net Sales – COGs – Distribution – Royalties" to Shipped & OPA Gross Contribution CKF.
3. Need to show Distribution Cost as separate measure in all OPASA Analysis BEx Queries.
4. Need to show Commissions as separate measure in all OPASA and COPA BEx Queries.
5. Need to create a new transport request and collect all the BEx Query changes into it.
6. Need to validate the formulas once changes got moved to quality and production.
Issues
We are adding Commissions as separate measure & currency conversion is also applied to it. So if any BEx Query receives it as new parameter, the corresponding report might fail.