Adding Transactional Data of type Sum

  1. Access the worksheet which contains transactional data measures.
  2. Right click a transactional data measure. The Add Transactional Data menu is displayed.
    Note: The Add Transactional Data menu only if:
    • The measure is of Transactional Data (Transfer) type.
    • The Transactional data measure is not defined in the Replenishment Engine.
    • The user has the permission to add transactional data.
    • The scenario is editable by the current user (part of share).
  3. Select Add Transaction Data. A new window is displayed.
  4. Specify this information:
    Name
    The name of the transactional data.
    Note: This value is defaulted based on the selected Transactional Data measure.
    Measure
    The measure on which the transactional data is based.
    Item
    The item of the transactional data record. You must select the base node item.
    Location
    The base location where the transactional data record is saved.
    Quantity
    The value of the transactional data record.
    Date
    The date of the transactional data record.
    Note: This value is populated with the End Date of the selected cell.
    Reference
    The reference text related to the transactional data record.
    Note
    The additional information (text) for transactional data record.
  5. Click Save.