F001

AUM Planning
Input 1 workflow

Properties source
Sources: prospetto

Code
F001
Description
AUM Planning
Web opening
C
Type flags
Input
Groups
50 AUM Planning

Structure source
Sources: prospetto_xml

Form parameters
3
▾
Dimension Hierarchy Parameter
AZIENDA
Entity;fr=Entité 		› 010
All Entities 		› $AZI_010_P
DEST2
Products;fr=Produit 		› 030
AUM Products 		› $DEST2_030_P
SCENARIO
Scenario 		› $
Scenarios 		› SCE_BDG
Scenario for Budget
Form filters
1 dim
▾
AZIENDAEntity;fr=Entité 1
▾
Hierarchy / FST Item Type TGKML
010 All Entities › $AZI_010_P param
AUM Variations
Template02 · 1 matrix
▾
Sales Model CPM
▾
Filters
DEST5Miscellaneous;it=Miscellaneous 1
▾
Hierarchy / FST Item Type TGKML
— › NA NA fixed
CATEGORIACategory 1
▾
Hierarchy / FST Item Type TGKML
— › 010 Original Data fixed
DEST4Employees;fr=Employés 1
▾
Hierarchy / FST Item Type TGKML
— › EE_500 Generic Employee fixed
DEST1Cost Centers;fr=Centre cout 1
▾
Hierarchy / FST Item Type TGKML
— › CC_500 Generic Cost Center fixed
DEST3Customers;fr=Clients 1
▾
Hierarchy / FST Item Type TGKML
— › CM_500 Generic Customer fixed
Rows
DEST2Products;fr=Produit 2
▾
Hierarchy / FST Item Type TGKML
030 AUM Products › $DEST2_030_P param
030 AUM Products › 034 fixed
CONTOAccount;fr=Compte 5
▾
Hierarchy / FST Item Type TGKML
— › ST_1510_IB Asset Under Management - Initial Balance fixed
— › ST_1540_DEPOSIT Asset Under Management - Deposit fixed
— › ST_1530_IP Asset Under Management - Investment Performance fixed
— › ST_1520_WD Asset Under Management - Withdrawals fixed
— › TOT| fixed
Cols
SCENARIOScenario 1
▾
Hierarchy / FST Item Type TGKML
$ Scenarios › SCE_BDG param
LUNPER 2
▾
LUN_0, LUN_1
PERIODOPeriod 12
▾
12, 01, 02, 03, 04, 05, 06, 07, 08, 09, 10, 11
Annual BPS
Template01 · 1 matrix
▾
BPS Data Collection CPM
▾
Filters
DEST5Miscellaneous;it=Miscellaneous 1
▾
Hierarchy / FST Item Type TGKML
— › NA NA fixed
CATEGORIACategory 1
▾
Hierarchy / FST Item Type TGKML
— › 010 Original Data fixed
DEST4Employees;fr=Employés 1
▾
Hierarchy / FST Item Type TGKML
— › EE_500 Generic Employee fixed
DEST1Cost Centers;fr=Centre cout 1
▾
Hierarchy / FST Item Type TGKML
— › CC_500 Generic Cost Center fixed
DEST3Customers;fr=Clients 1
▾
Hierarchy / FST Item Type TGKML
— › CM_500 Generic Customer fixed
Rows
DEST2Products;fr=Produit 1
▾
Hierarchy / FST Item Type TGKML
030 AUM Products › $DEST2_030_P param
CONTOAccount;fr=Compte 2
▾
Hierarchy / FST Item Type TGKML
$ Account - Default view › ST_1490 Asset Under Management - BPS fixed
$ Account - Default view › ST_1480 Asset Under Management - Commission % fixed
Cols
SCENARIOScenario 1
▾
Hierarchy / FST Item Type TGKML
$ Scenarios › SCE_BDG param
PERIODOPeriod 1
▾
12

Used in Workflows 1 source
Sources: RACCOLTA_AZIENDA_WFM, WFM task list

Workflow Phase Task list Task description
BDG Annual Budget Workflow 10_RV Revenue / COGS Plan REVP Revenue Planning AUM Planning