Using the Amount-Unit-Rate Template

Use the Amount-Unit-Rate template to calculate one of three members that you input for amounts, units and rates.

For example, if you want to calculate product revenue and you know the quantity and price, you select Calculate Amounts, and enter the product revenue for amounts, the quantity for units, and the price for rates. This calculates product revenue by multiplying quantity and price.

To use the Amount-Unit-Rate template:

  1. Create or open a business rule or a template.
  2. Do one of the following:
    • For a graphical rule or template, under New Objects, select Amount-Unit-Rate, and then drop it into the flow chart between Begin and End.

    • For a script rule or template, expand System Templates, then select Amount-Unit-Rate, and then drop it into the desired area in the script.

  3. Enter the requested information in the Amount-Unit-Rate Wizard.

Table 6-3 Amount-Unit-Rate Wizard Steps

Steps Explanation
Information Describes the function of the template.
Select Calculation Method Define a calculation method to use by selecting one of the following options from the drop-down list:
  • Calculate AmountsAmounts = Units * Rates

  • Calculate UnitsUnits = Amounts / Rates

  • Calculate RatesRates = Amounts / Units

  • Calculate All—Select if the member with #Missing may vary or is unknown. This calculation method searches for the #Missing values and applies the appropriate calculation method to solve for these unknown values.

Point of View Define the members that do not vary in the allocation process.

The following options are available for selecting members.

  • Click Variable Selector button next to Use Predefined Selection, to select variables to populate all the dimensions with values.

  • Click Member Selector button next to Member Selector, to select members for each dimension.

  • Select a dimension, and then click Select button to select a variable, member, or function.

Calculate Amounts/ Calculate Units / Calculate Rates / Calculate All This step varies depending on what you selected for the calculation method.
  • If you select Calculate Amounts, enter a member or click Select button to select to select a member for Amounts, then click Next to enter members for Units, and then click Next to enter members for Rates. On the Units and Rates steps, you can enter members that vary from the Point of View.

  • If you selected to Calculate Units, enter a member or click Select button to select a member for Units, then click Next to enter members for Amounts, and then click Next to enter members for Rates. On the Amounts and Rates steps, you can enter members that vary from the Point of View.

  • If you selected to Calculate Rates, enter a member or click Select button to select a member for Rates, then click Next to enter members for Amounts, and then click Next to enter members for Units. On the Amounts and Units steps, you can enter members that vary from the Point of View

  • If you select Calculate All, enter or select members for Amounts, Units, and Rates.