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Set Up Trade Promotion Management
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            Guidelines for Rounding Within Period Rounding Type

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            Guidelines for Rounding Within Period Rounding Type

            To make sure that you don’t lose the manually adjusted KPI for a product or a period, even when the manually entered values are rounded, use the rounding type Rounding Within Period. This rounding type adjusts the KPI values within the period that a manual input is added in, and therefore, the manually adjusted KPI values for other periods aren’t overridden.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

            Here are the guidelines for using the Rounding within Period rounding type:

            • Make sure that the View and Edit for Months and Quarters setting is enabled in your sales organization.
            • Use for only editable and editable calculated KPIs.
            • Use for only the main KPI of a compound KPI.
            • Use with the rounding order Sub Periods Then Period.
            • Make sure that only 20 KPIs in a KPI set have this rounding type because using this setting slows down KPI calculations.
            • Use when you manually adjust KPIs values at any levels other than total period and total product. For example, use this rounding type when you manually adjust a KPI’s weekly value for a product category or a KPI’s value for the total period for a product. However, don’t use this rounding type when you manually adjust a KPI’s value for the total period for a product category.
            • Use if the value for Distribution Type (Time Hierarchy) of the KPI isn’t set to Copy.
             
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