Adding transactional data from a worksheet

You can add the transactional data for a measure, from the worksheet.

Note: You can add the transaction data only if:

The measures required to enable the transactional data option, are defined for the worksheet. For example, a worksheet for which measures are defined and displayed using the Advanced Pivot Editor (the editor is a type of report definition in the CloudSuite SCP repository).
The transactional data measure is enabled for the cycle period in the current data context.

To add the transactional data:

Access the worksheet from one cycle, module or cycle and module.
Right-click a measure and select Add Transactions.
On the Transactional Data (New) page, specify this information:
Name

Specify the name of the transactional data.

Measure

Specify the measure based on which transactional data is defined.

Item

The item for the transactional data record. You can select the item from the list of base-level items defined for the current data context. Each transactional data record is stored at a base item, location, and date (day) level.

Location

The location where the transactional data is stored. You can select the location from the list of base-level locations defined for the current data context. Each transactional data record is stored at a base item, location, and date (day) level.

To Date

Specify the date when the transactional data is defined.

Quantity

Specify the value of the transactional data record.

Reference

Specify the reference text related to the transactional data record.

Note

Specify the information related to the transactional data.

From Measure

The From (source) measure of the transactional data.
Note: You can view this field only if the transactional data type is Transfer.

From Item

The From (source) item of the transactional data.
Note: You can view this field only if the transactional data type is Transfer.

From Location

The From (source) location of the transactional data record. You can select the location from the list of base-level locations based on the data security settings defined for the user.
Note: You can view this field only if the transactional data type is Transfer.

From Date

The From (ship/release) date of the transactional data and the time taken to transfer the data from the From Location to the Location.
Note: You can view this field only if the transactional data type is Transfer.

Need Date

The estimated required date of the order.
Note:
- You must specify this value for records that are imported or generated using the Replenishment Engine.
- This value must be same as the To Date for records that are created manually.
Critical Flag
Indicates the criticality of the transactional data. Possible values:
- Expedite
- Defer
- None
Note:
- This value must be set to None for manually created records.
- For records that are imported or generated manually, you can set this field to any of the above value.
Custom fields

Additional text used as reference for the transactional data record. This field is displayed, based on the configuration of the transactional data definition.
Click Save.