Validation and execution

The selected Market Intelligence measures are copied on successful validation and execution of the macro. These are the validation rules:

• Matching of item, location, period and measure is based on the name of the element, as code lists, hierarchies or configuration versions can differ.
• Source nodes or elements that are not matched (for item, location, period or measure) must be reported in a discard log, based on interface services.
• Source and Destination Measures must be of Market Intelligence type.
• Only complete MI Events can be copied:
  • The start date and end date of Events must be within the defined period (at the destination cycle period if "Use Destination hierarchies" is True, or at the Source cycle period if "Use destination hierarchies" is False).
  • Item and location elements at the Event level (aggregate level) which are attributed to the Event must exist at the source and destination.
• Only valid MI Events (determined by the status and if in Editable Scenario whether the current user is part of the share) can be copied.
• When copying Events, these key data are also copied:
  • The MI Event details, including the period spread information.
  • The Note created for the Event.
  • The MI Event spreads the MI based on the Base Element Spreading options stored for this MI Event. Base Spreading measure is used for item and location spreading and if Use for Period Spreading option is checked, this measure is also used to spread to base periods, else the Cycle Period Spread Measure is used to spread to base periods.
    Note: 

    • The new or discarded items/locations are also considered.
    • Ratios of spreading is based on the latest current measure values, if required.
  • Events must be copied based on the creation date. This process assists in maintaining the integrity of the Events and subsequently the spreaded values.
• The Event information is copied as follows:
  • Net Forecast Measure is updated with the Net Forecast associated with the destination MI Measure.
  • The User is copied as string to the new Event; no validation of the user is performed.
  • The Date, Original Net Value and Original MI Value remain same as the Original MI Event.
  • Share Across Periods: If a Profile is selected, the profile is copied as a string; no validation is carried out.
  • Base Elements spread Measure: The measure is matched based on the name and the validation is performed to ensure that the measure exists at the destination.
  • Use for Period Spreading: The value of the switch is copied to the destination.
  • This table lists the result of Event information at destination after copying:

    Original Event	Result in Destination Event
    Source MI Measure	Destination MI Measure
    Net Forecast Measure	The Net Forecast Measure referenced in the Destination MI Measure.
    Item	Same as Original Event
    Location	Same as Original Event
    Reference	Same as Original Event
    Status	Same as Original Event
    Start Period	Same as Original Event
    Number of Periods	Same as Original Event
    Start Period	Same as Original Event
    Number of Periods	Same as Original Event
    Profile	Same as Original Event (Copied as a string - no validation required)
    Current Net Value	Same as Original Event
    Current MI Value	Same as Original Event
    MI Calculation Method	Same as Original Event
    MI Value	Same as Original Event
    UpLift	Same as Original Event
    Downturn	Same as Original Event
    Share Across Periods	Same as Original Event (if Profile is selected, no validation occurs for the profile name; the Profile is copied as a string) Actual Values are also copied to the destination.
    Base Elements Spread	The methodology used is same as the Original Event which uses the selected measure and either this measure or the Cycle Period Spread measure based on the selected option. The base elements spread is however re-calculated based on the current values of MI/net forecast or the New or modified Market Intelligence Measure configuration.
    Use for Period Spread	Same as Original Event (unless configuration has changed)
    Period Share	Retained as per the source Event.
    Base Element Spread values	Recalculated on copying the Event, and uses the latest values within the related measures.

• The Note is copied as follows:
  • The values for Cycle, Cycle Period, Scenario, Measure and Module are updated with the new destination information.
  • The values for Summary, Note Type, Date, Priority, Format, Item, Period, Location, Include in playbook and Details are updated with the existing notes information.
  • User is updated with the string value; no validation is performed.
  • This table lists the result of Note information at destination after copying:

    Original Event	Result in Destination Event
    Summary	Same as Original Event
    Note Type	Same as Original Event
    Cycle	Destination Cycle
    Cycle Period	Destination Cycle
    Scenario	Destination Cycle
    Date	Same as Original Event
    User	Same as Original Event (No validation is performed for user id and is copied as string value.
    Priority	Same as Original Event
    Measure	Destination MI Measure
    Module	Destination Module
    Format	Log (same as Original Event)
    Worksheet	Same as Original Event
    Item	Same as Original Event
    Location	Same as Original Event
    Include in Playbook	Same as Original Event
    Detailed Notes	Same as Original Event

    Note: 

    • The Note is copied only if the Note Type exists at the destination.
    • If the Note Type is not available at the destination, the Event and measure are copied and an Audit Log message is logged to indicate that the note could not be copied.