Default Waterfall Description (Optimization - Price List Impact Simulation)

The waterfall simulated by default contains the below listed fields and any changes to their names or their meaning will require modifying the logics.

The waterfall is created from a transactions Datamart that must contain the following fields. All of them contain extended values; the discount and adjustments are absolute extended values.

• List Price – This field does not need to be present in the Datamart. It is calculated as:

  FinalBasePrice + (MaterialsIndexFormulaAdj + SegmentMarginAdj + LocalAdjustment)
  

  Therefore it means that the real needed fields are FinalBasePrice, MaterialsIndexFormulaAdj, SegmentMarginAdj, and LocalAdjustment. Then the following discounts and adjustments apply to the List Price:

  • Volume Discount – name VolumeDiscounts

  • Sales Channel Discount – name SalesChannelDiscount

  • Promotion Discount – name PromotionDiscount

  • Competitor Discount – name CompetitorDiscount

  • Customer Negotiated Discount – name CustomerNegotiatedDiscount

  • Freight Charge – Freight_Charge

  • Warehousing Adjustment – name WarehousingAdj

  • Packaging Adjustment – name PackagingAdj

  • Installation Services Customization Charge – name Services

• Invoice Price – This field does not need to be present in the Datamart. It is calculated as:

  ListPrice 
    - (VolumeDiscounts + SalesChannelDiscount + PromotionDiscount + CompetitorDiscount + CustomerNegotiatedDiscount)
    + (Freight_Charge + WarehousingAdj + PackagingAdj + Services)
  

  Then the following discounts and adjustments apply to the Invoice Price:

  • Payment Term Cost – name EarlyPayment

  • Rebates – name Rebates

  • Buying Group Rebates – name BuyingGroupRebates

• Net Price – This field does not need to be present in the Datamart. It is calculated as:

  InvoicePrice - (EarlyPayment + Rebates + BuyingGroupRebates)
  

  Then the following discounts and adjustments apply to the Net Price:

  • Freight Cost – name Freight_Cost

  • Warehousing Cost – name WarehousingCost

  • Packaging Cost – name PackagingCost

  • Support of Warranty Cost – name WarrantyCost

  • Installation Services Cost – name InstallationCosts

  • Pocket Price – This field does not need to be present in the DM. It is calculated as:

    NetPrice - (Freight_Cost + WarehousingCost + PackagingCost + WarrantyCost + InstallationCosts)
    

    Then the Variable Cost is applied to the Pocket Price. Its field name is Cost

• Pocket Margin is calculated as PocketPrice - Cost.
  Then the Fixed Cost is applied to the Pocket Margin. Its field name is FixedCost

• Gross Margin is calculated as PocketMargin - FixedCost

The transactions Datamart must also contain a date field.