Address Book Category Codes

You use address book category codes to define business attributes for the summary hierarchy For example, regions, territories, and distribution centers. The address book category codes associate the levels of the hierarchy when you generate the summary forecast. Optionally, you can define the category codes with the business unit if the hierarchy is tied to the business unit structure.

This chart shows an example of a workflow for assigning category codes:

Example workflow for assigning category codes

For example, Division 1 (in the North American Region) uses business unit code 430 as its address book Sales Territory (03) category code. The Western Distribution Center resides in Division 1. To establish the link to the North American Region, the address book category codes for the Western Distribution Center must include the business unit codes that are defined at each level of the hierarchy. In the address book for Western Distribution Center (M10), the Division 1 business unit code (300) resides in the Sales Territory (03) category code. The North American Region business unit code (430) is assigned to the Region category code (02).

This table illustrates the category codes for the North American Region hierarchy:

Business Unit Description

Business Unit Number

Level of Detail

Address Book

Address Book Category Code

Corporate

Business Unit

200

1

200

North American Region

430

2

1234

European

Region

400

2

4567

Division 1

300

3

5678

Territory (03): 430

Division 5

340

3

8765

Territory (03): 430

Northern Distribution Region

M20

4

6066

Territory (03): 300

Region (04): 430

Western Distribution Region

M10

4

6058

Territory (03): 300

Region (04): 430

Central Distribution Region

M40

4

6082

Territory (03): 340

Region (04): 430

Eastern Distribution Region

M30

4

6074

Territory (03): 340

Region (04): 430

At each level in the hierarchy, the first category code defines the highest level in the hierarchy. The second category code defines the second higher level, and so on.