Format

From the menu, select > .

The Formats dialog box is displayed.

Select the appropriate data from the Formats defined for list.

On the Data Types tab, specify this information:

Name: Edit the name of the data types by selecting the name text field from the list then overwrite the information. The name is used to display the repetitive forecasts.
Short Name: Edit the short name of the data types by selecting the short name text field from the list then overwrite the information. The short name is used to display the sales budgets.
Note: Create a short name for a data type to avoid wide column headings when displaying data.
Link column: Link data types together by selecting a data type. The list shows all the available data types. Select your link topic from the list. The hatched fields identify read-only types that you cannot link.
Note: When columns are linked, the changes made in one column entails proportional changes in the other column.

On the Keys tab, select the M3 BE key to modify.

The Setup Key Information dialog box is displayed. Specify this information:

Key Information

This displays the name and the field name of the M3 BE key you have selected.

M3 DMP Name

specify a M3 DMP name for the M3 BE key.

Use Name

Select which name to use in M3 DMP by checking one of the check boxes:

M3 BE Name
M3 BE Field Name
M3 DMP Name

Subkey Information

Select this option to define the character based subkeys for the selected key.

Column Name

Specify the name of the subkey.

From Position

Specify the start position of the characters that you can use to define the subkey.

Length

Specify the number of characters to include in the subkey.

Add

Click Add once you have defined a subkey. Repeat this step for each subkey to create the key identified in the Key Information heading.

On the Period Types tab, you can implement nine different time period types that are indigenous to M3 BE. The period type is read-only and serves to identify the period types. Specify this information:

Type Name: Edit the name of an existing period type or specify the name of a new period type in this column.
Template No.: To define a period type, you can use a predefined template or specify the number of periods per year freely. Select a template from the list in this column.
No. Periods: This displays the number of periods per year. The term varying indicates that the number of periods can vary from year to year. For example, the number of weeks in a year can vary from 52 to 53. To define the period type, specify the number of periods per year in this column. For example, if you specify 4 in this field, the year is separated into 4 periods.
Note: You cannot specify the value zero.
Display Name: Specify the name or prefix used for the period type in this column.
Note: Period Type 1 and 9 are locked to use template Months and Weeks respectively. Also, the Display Name for Period Type 1 (Months) is not in use. You can find the names for months in the language tool for M3 DMP.

Click Update.

Click Close.

Note: Format definitions apply to all datasets in the active version. You cannot share formats between different versions. The formats defined in the list menu allow you to filter the elements to display. If you select System, all the elements in the system are shown with the formats defined for the active version. If you select Dataset, only the elements used in this specific dataset are displayed. A subkey uses the specified character range in the key values to identify subkey values. If you define a subkey from position 5 with a length of 3, all key values with the same characters in positions 5 through 7 are grouped under the same subkey value.