What Happens When You Enable Key Account Planning

When you enable Key Account Planning, artifacts are added to the application, depending on what you enabled:

• Cubes—an input cube (OEP_KAP) and a reporting cube (OEP_KREP).
• Dimensions and members, including:
  • BaselinePromotions (in OEP_KAP) and members for building blocks and promotions.
  • Promotion Type (in OEP_KREP).
  • Plan Element dimension is shared with Advanced Sales Forecasting.
  • Territory, Product, and Accounts dimensions are shared with Advanced Sales Forecasting and Quota Planning.
• Measures, including Volume, Revenue, Trade Promotion, Building Blocks, and Cost Assumptions for contracts and cost of sales, Financial, and KPIs.
  • Contract costs are not associated with the promotions. You can enter contract rates at higher levels of the products and accounts hierarchies and push the contract assumptions down the hierarchy. At the lowest level of the hierarchy, you can make an adjustment to the contract percentage. You can also load contract measures at the leaf level. Contract measures, such as a percentage, per unit (in a volume-based application), or flat fee, are used to calculate costs.
  • Cost of Sales measures includes Cost of Goods Sold (COGS). COGS are defined per unit in a volume-based application. They can be entered or loaded for products across any customer. COGS are used in the Customer Profit and Loss calculations.
• Navigation flow.
• Forms and dashboards.
• Rules. See Key Account Planning Rules
• Data maps.
  • Key Accounts to Reporting
  • Key Promotions to Reporting if you enabled Trade Promotions
  • Quota to Target in Key Account Planning Revenue if you enabled integration between Quota Planning and Key Account Planning
• Smart Lists—OEP_AccountsSM, OEP_ProductSM, OEP_TPTypeSM.
• Data load templates to load data for Key Account Planning based on the features that are enabled.