Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Set Up Trade Promotion Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            BOM Scope for Read KPIs

            You are here:

            1. Salesforce Help
            2. Docs
            3. Set up and Maintain Trade Promotion Management

            BOM Scope for Read KPIs

            Here’s an example to explain how the BOM scope impacts the computations of read KPIs and uses these KPIs to compute values of a calculated KPI.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            Example
            Example The system uses two Read KPIs, Baseline and Adjust BL, to compute the value of a Calculated KPI (Effective BL). It also uses the total header values of a BOM product and also the quantity of BOM components to compute the value of another Calculated KPI.

            Here a set of data.

            Sample data for considering BOM scope of Read KPIs

            Here’s how the system determines the KPI values.
            Note
            Note For all KPIs, the system:
            • Ignores null values.
            • Uses the BOM scope to determine KPI values.
            • Uses aggregation rule to determine the values of the higher levels of the product hierarchy.
            KPIRecord TypeBOM ScopeCalculations and Results
            Shipment Actual Read P,C Based on the BOM scope and BOM Component Source Level, the system reads the values of these KPIs from relevant database tables.
            Baseline (BL) Read P,H
            Adjust BL Read P,H
            Effective BL Calculated P,H

            Formula: Baseline + Adjusted Baseline

            Based on the defined formula, the value of Calculated KPI is determined by adding two Read KPIs.
            Increment Editable P,H For Editable KPI, the system edits and recalculates the value of this KPI if manual input changes. You can’t edit values at the component level because the BOM scope doesn’t include component.
            Total HP (Total Header Product) Calculated P,H

            Formula: Effective Baseline + Incremented

            Based on the defined formula, the value of the Calculated KPI is determined by adding a Calculated KPI and an Editable KPI. The system returns null values at the component level because the BOM scope doesn’t include component.
            Total BC (Total BOM Component) Calculated C

            Formula: TotalHP$BOMHeader × bomcomponent.casesperheader

            Based on the defined formula, the value of Calculated KPI is a product of the total header values of the total HP KPI and the quantity of BOM components.

            The total HP value of Lopples Chocolate 6/12 * 96 = 350. So, the total BC values of its components are calculated as:

            • Lopples Crispy Chocolate (6) = 350 × quantity = 350 × 8 = 2800
            • Lopples Chewy Chocolate (6) = 350 × quantity = 350 × 4 = 1400
            • Lopples Crispy Chocolate (12) = 350 × quantity = 350 × 4 = 1400

            The system aggregates the values of BOM components to determine the value of the BOM header, 2800 + 1400 + 1400 = 5600. This quantity signifies the cases per header for each BOM component.

            For this KPI, the system returns null value for Lopples Crispy Chocolate (6), Upples Chewy Chocolate (6), and Upples Crispy Chocolate (6). So, the resultant value of this KPI = 5600.
             
            Loading
            Salesforce Help | Article