Copying Payroll and Point-of-Sale Actuals for Viewing on the Worksheet

This task can be performed either before or after generating a plan. However, this task must be performed before viewing a periodic plan, where the periodic plan's layout template references the actuals on the Worksheet. This task performs these actions:

  • Aggregates the daily data into weekly data. This daily data was originally retrieved from the SO_RESULTS_DETAIL table. After retrieval the data is aggregated as described in Aggregating Payroll and Point-of-Sale Actuals.
  • Copies the data from a table in LFSO to a table in the budgeting modules. Note that this task loads a single record for each week. This step is not required when creating a budget based on the BUP BUDGET TEMPLATE layout. The actuals are not displayed on the Worksheet for a budget.

To copy actuals for viewing a plan on the Worksheet:

  1. Create the Actuals Copy Task, as described in Creating the Actuals Copy Task.

    You must set up at least three jobs for each plan:

    • one job references Last Year Sales Actuals
    • another job references This Year Sales Actuals
    • a third job references This Year Payroll Actuals

    For example, for Year 2005, you create three jobs: LY Sales 2004, TY Sales 2005, and TY Payroll 2005. For Year 2006, you create three more jobs: LY Sales 2005, TY Sales 2006, and TY Payroll 2006.

    You must run all jobs that reference this year’s actuals whenever the actuals are imported into LFSO.

    You cannot combine the two jobs that copy 2005 sales (TY Sales 2005 and LY Sales 2005) into a single job, because the parameters for the copied actuals are different for a historic time period and the forecast current time period, as described in step 9 of Creating the Actuals Copy Task.

  2. Use this task to copy two years of historical data for the stores and departments from the SO_RESULTS_SUMMARY table in LFSO to the Actuals type in the budgeting modules.