Before proceeding with the Plasma deployment, make sure the partition has all the data needed for building a complete Waterfall.
All the available price points and categories with components are at Plasma Waterfall.
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The main 6 price points are mandatory (GlobalListPrice, LocalListPrice, InvoicePrice, NetPrice, RealizedPrice, GrossMargin).
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All the discounts should be negative, and charges should be positive, so the final waterfall should always add up, there should not be any gaps.
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GlobalListPrice + LocalAdjustments should be equal to LocalListPrice
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LocalListPrice + OnInvoiceDiscounts should be equal to InvoicePrice
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InvoicePrice + OffInvoiceDiscounts should be equal to NetPrice
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NetPrice + TransactionCosts should be equal to RealizedPrice
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RealizedPrice + COGS should be equal to GrossMargin
In case there are not enough data available for a category to be complete, the gap should be assigned to any of the components in that category.
Example 1: If LocalListPrice is 100, InvoicePrice is 80, and there are no data for the “On-Invoice Discounts” category, then the gap -20 should be assigned to any component in this category, say “CustomerNegotiatedDiscounts”.
Example 2: If LocalListPrice is 100, InvoicePrice is 80, and CustomerNegotiatedDiscounts is 10, and there is no other component available in the “On-Invoice Discounts” category, then the gap -10 should be assigned to any component in this category, say “Other On-Invoice Promotions”.
Example 3: If LocalListPrice is 100, InvoicePrice is 80, and CustomerNegotiatedDiscounts is 30, and there is no other component available in the “On-Invoice Discounts” category, then the gap 10 should be assigned to any charge component in this category, say “Customer Charge Customization”.
Apart from the waterfall data, there should be demographic data available such as Currency, Quantity, UOM, DocumentId, DocumentLineId, ProductId, CustomerId, SellingFrom, SellingTo, PricingDate for each transaction.