Assigning AUM conversion factors

To create new conversion factors:

  1. From the menu, select Data > AUM Setup > AUM Conversion Factors.
  2. Click New.
  3. In Available Conversion Factors, specify this information:
    Name
    Specify a name for the conversion factor.
    Factor
    Specify a value as factor.
    Decimal
    Specify a value for the number of decimals.
  4. Select an AUM from the list.
  5. Click OK.
    Note: You edit conversion factors at the same level where they are imported. If AUM factors are imported at the Item Group Warehouse level, you can edit them at that level.

    If a forecaster user domain filter aligns with the keys specified for importing conversion factors, the forecaster sees only conversion factors that affect records within the defined user domain. The user domain filter ensures this.

    In the pivot sheet, you cannot calculate AUM on cells without a cell factor or on a group of cells where one or more cells lack a factor. Cells without a cell factor display in beige.