Configure Transaction Module

This module displays transaction and forecast data about products.

  1. Go to PSP Configuration Wizard, select the Transaction module in the drop-down menu and click Configure selected module.

  2. On the configuration page, click Configure Transaction Data Source.

  3. Define the source of transaction data and dependency mapping.

  4. Click Configure Forecast Calculation.

  5. Select a forecast quarter which you want to configure.

  6. Select the Forecast type:

    • Last year – The sum of sales volume/turnover from the whole last year.

    • Lookup – The sum of sales volume/turnover from the beginning of the current year to the calculation date. The data is obtained from a selected data source.

    • Linear – The forecast will be calculated with a linear growth based on the year to date values from the transaction source.
      See also Forecast Config (PriceSettingConfig).

  7. Click Configure Last Period Calculation. Define the period unit (day, week, month, year) and the number of periods for which you want to see the transaction data.
    Note: The time units used in this calculation (days, weeks, months, and years) are not days counting back from now. In other words, when specifying the last period time as 1 week, it does not mean taking 7 days from the calculation day backward. The calculation takes only periods that are finished and a week starts on Sunday, ends on Saturday. For example, the calculation date is September 22, 2020, and the last period configuration is "1 week". The result will be the data from September 13 to September 19.

  8. Click Apply.

See also .