2015-11-25 - 22011 - Rel Notes - Sales Rep EPM - Release 006 #2015BIReleaseNotes

Release Notes:

22011 - Sales rep EPM

Admin Info

Purpose
 Need to create a new EPM report with Sales rep data.
Release No
 006
Submitted
 11/27/2015
Submitted by
 Uday Kumar P
Source/Destination Systems
 BOBJ 4.1 Dev to BOBJ 4.1 Prod
Release Sent To
 Saravanan Lakshmanan
Object(s) Created By
 Dhananjay G
Object(s) Tested By
 Dhananjay G

Report Name

EPM270 - Sales rep Scorecard.

Name of the BEx Queries

ZBPC_MP_Q001
ZBPC_MP_Q002
ZBPC_MP_Q003
ZBPC_MP_Q004
ZBPC_MP_Q006
ZBPC_MP_Q007
ZBPC_MP_Q008
ZBPC_MP_Q009
ZBPC_MP_Q010
ZBPC_MP_Q012

NEC Crystal Reports Standards Check

1. EPM270 has been successfully checked against the NEC Crystal Reports Standards Checklist.
2. EPM270 NEC CR checklist has been sent to NEC and also attached here for reference:
EPM270 - NEC CR Standard Check List.xls

Summary Level Check

Test(s) Conducted


Parameter : 1 - Grouping > North America > YTD
SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 438,098,722
 438,098,721.82
 Pass
2
 Last Year Shipped YTD
 422,565,730
 422,565,729.68
 Pass
3
 Current Year Budget YTD
 425,059,895
 425,059,894.83
 Pass
4
 Total Open Revenue
 104,474,570
 104,474,570.42
 Pass
5
 Total Shipped Current Year
 542,573,292
 542,573,291.94
 Pass
6
 Total Shipped Last Year
 442,915,758
 442,915,757.83
 Pass
7
 Total Budget Current Year
 446,634,137
 446,634,137.05
 Pass
8
 TY Quantity
 43,715,507
 43,715,507
 Pass
9
 LY Quantity
 41,048,263
 41,048,263
 Pass
10
 Budget Quantity
 38,921,991
 38,921,992
 Pass
Grouping > North America > AL DERAGO - YTD
SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 20,548,956
 20,548,955.80
 Pass
2
 Last Year Shipped YTD
 23,877,199
 23,877,198.61
 Pass
3
 Current Year Budget YTD
 0
 0
 Pass
4
 Total Open Revenue
 11,094,644
 11,094,644.25
 Pass
5
 Total Shipped Current Year
 31,643,600
 31,643,600.05
 Pass
6
 Total Shipped Last Year
 25,163,391
 25,163,390.85
 Pass
7
 Total Budget Current Year
 0
 0
 Pass
8
 TY Quantity
 2,195,194
 2,195,194
 Pass
9
 LY Quantity
 2,726,230
 2,726,230
 Pass
10
 Budget Quantity
 0
 0
 Pass
Grouping > North America > AL DERAGO > LORENA CHAVEZ - YTD
SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 7,788,588
 7,788,587.94
 Pass
2
 Last Year Shipped YTD
 12,209,046
 12,209,045.64
 Pass
3
 Current Year Budget YTD
 0
 0
 Pass
4
 Total Open Revenue
 2,175,114
 2,175,114.35
 Pass
5
 Total Shipped Current Year
 9,963,702
 9,963,702.29
 Pass
6
 Total Shipped Last Year
 13,434,349
 13,434,348.50
 Pass
7
 Total Budget Current Year
 0
 0
 Pass
8
 TY Quantity
 878,844
 878,844
 Pass
9
 LY Quantity
 1,487,382
 1,487,382
 Pass
10
 Budget Quantity
 0
 0
 Pass
Grouping > North America > AL DERAGO > LORENA CHAVEZ > 5th & Ocean Sales - YTD
SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 7,788,588
 7,788,587.94
 Pass
2
 Last Year Shipped YTD
 12,209,046
 12,209,045.64
 Pass
3
 Current Year Budget YTD
 0
 0
 Pass
4
 Total Open Revenue
 2,175,114
 2,175,114.35
 Pass
5
 Total Shipped Current Year
 9,963,702
 9,963,702.29
 Pass
6
 Total Shipped Last Year
 13,494,349
 13,494,348.50
 Pass
7
 Total Budget Current Year
 0
 0
 Pass
8
 TY Quantity
 878,844
 878,844
 Pass
9
 LY Quantity
 1,487,382
 1,487,382
 Pass
10
 Budget Quantity
 0
 0
 Pass

License Sub Report Validation

Test(s) Conducted

Grouping: North America - NASCAR - YTD
SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 1,845,808
 1,845,808.32
 Pass
2
 Open
 1,524,515
 1,524,515.44
 Pass
3
 Total Revenue YTD
 3,370,324
 3,370,323.76
 Pass
4
 Last Year Shipped YTD
 134,587
 134,587.36
 Pass
5
 Current Year Budget YTD
 0
 0
 Pass
6
 TY Quantity
 181,106
 181,106
 Pass
7
 LY Quantity
 13,483
 13,483
 Pass
8
 Budget Quantity
 0
 0
 Pass
.Grouping: North America > AL DERAGO - NewEra Branded - YTD
SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 325
 325.44
 Pass
2
 Open
 0
 0
 Pass
3
 Total Revenue YTD
 325
 325.44
 Pass
4
 Last Year Shipped YTD
 21,600
 21,600
 Pass
5
 Current Year Budget YTD
 0
 0
 Pass
6
 TY Quantity
 34
 34
 Pass
7
 LY Quantity
 1,440
 1,440
 Pass
8
 Budget Quantity
 0
 0
 Pass
Grouping > North America > AL DERAGO > LORENA CHAVEZ - NBA Properties - YTD
SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 311,756
 311,756.17
 Pass
2
 Open
 0
 0
 Pass
3
 Total Revenue YTD
 311,756
 311,756.17
 Pass
4
 Last Year Shipped YTD
 61,634
 61,634
 Pass
5
 Current Year Budget YTD
 0
 0
 Pass
6
 TY Quantity
 39,571
 39,571
 Pass
7
 LY Quantity
 8,042
 8,042
 Pass
8
 Budget Quantity
 0
 0
 Pass
Grouping > North America > AL DERAGO > LORENA CHAVEZ > 5th & Ocean Sales - Independent College - YTD
SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 154,518
 154,518.10
 Pass
2
 Open
 0
 0
 Pass
3
 Total Revenue YTD
 154,518
 154,518.10
 Pass
4
 Last Year Shipped YTD
 188,559
 188,558.96
 Pass
5
 Current Year Budget YTD
 0
 0
 Pass
6
 TY Quantity
 15,569
 15,569
 Pass
7
 LY Quantity
 21,526
 21,526
 Pass
8
 Budget Quantity
 0
 0
 Pass

Customer Segment Sub Report Validation

Test(s) Conducted

Grouping: North America - Sporting Goods - YTD

SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 55,943
 55,942.63
 Pass
2
 Open
 11,200
 11,199.50
 Pass
3
 Total Revenue YTD
 67,142
 67,142.13
 Pass
4
 Last Year Shipped YTD
 6,415
 6,415.25
 Pass
5
 Current Year Budget YTD
 0
 0
 Pass
6
 TY Quantity
 4,060
 4,060
 Pass
7
 LY Quantity
 484
 484
 Pass
8
 Budget Quantity
 0
 0
 Pass
Grouping: North America > AL DERAGO - Concessionaire - YTD
SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 0
 0
 Pass
2
 Open
 0
 0
 Pass
3
 Total Revenue YTD
 0
 0
 Pass
4
 Last Year Shipped YTD
 8,230
 8,230.32
 Pass
5
 Current Year Budget YTD
 0
 0
 Pass
6
 TY Quantity
 0
 0
 Pass
7
 LY Quantity
 576
 576
 Pass
8
 Budget Quantity
 0
 0
 Pass
Grouping > North America > AL DERAGO > LORENA CHAVEZ - F2 - YTD
SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 7,621,226
 7,621,225.94
 Pass
2
 Open
 2,175,114
 2,175,114.35
 Pass
3
 Total Revenue YTD
 9,796,340
 9,796,340.29
 Pass
4
 Last Year Shipped YTD
 11,776,702
 11,776,701.54
 Pass
5
 Current Year Budget YTD
 0
 0
 Pass
6
 TY Quantity
 858,424
 858,424
 Pass
7
 LY Quantity
 1,434,995
 1,434,995
 Pass
8
 Budget Quantity
 0
 0
 Pass
Grouping > North America > AL DERAGO > LORENA CHAVEZ > 5th & Ocean Sales - F2 - YTD
SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 7,621,226
 7,621,225.94
 Pass
2
 Open
 2,175,114
 2,175,114.35
 Pass
3
 Total Revenue YTD
 9,796,340
 9,796,340.29
 Pass
4
 Last Year Shipped YTD
 11,776,702
 11,776,701.74
 Pass
5
 Current Year Budget YTD
 0
 0
 Pass
6
 TY Quantity
 858,424
 858,424
 Pass
7
 LY Quantity
 1,434,995
 1,434,995
 Pass
8
 Budget Quantity
 0
 0
 Pass

Customer Sub Report Validation

Test(s) Conducted

Grouping: North America - Dallas Cowboys - YTD

SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 7,465,578
 7,465,577.96
 Pass
2
 Open
 949,066
 949,066.32
 Pass
3
 Total Revenue YTD
 8,414,644
 8,414,644.28
 Pass
4
 Last Year Shipped YTD
 4,121,774
 4,121,774.02
 Pass
5
 Current Year Budget YTD
 0
 0
 Pass
6
 TY Quantity
 1,217,135
 1,217,135
 Pass
7
 LY Quantity
 747,797
 747,797
 Pass
8
 Budget Quantity
 0
 0
 Pass
Grouping: North America > AL DERAGO - 5th and Ocean - YTD
SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 6,519
 6,518.68
 Pass
2
 Open
 10,169
 10,168.72
 Pass
3
 Total Revenue YTD
 16,687
 16,687.40
 Pass
4
 Last Year Shipped YTD
 0
 0
 Pass
5
 Current Year Budget YTD
 0
 0
 Pass
6
 TY Quantity
 1,134
 1,134
 Pass
7
 LY Quantity
 0
 0
 Pass
8
 Budget Quantity
 0
 0
 Pass
Grouping > North America > AL DERAGO > LORENA CHAVEZ - West Coast Novelty - YTD
SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 167,362
 167,362.00
 Pass
2
 Open
 0
 0
 Pass
3
 Total Revenue YTD
 167,362
 167,362.00
 Pass
4
 Last Year Shipped YTD
 432,344
 432,344.10
 Pass
5
 Current Year Budget YTD
 0
 0
 Pass
6
 TY Quantity
 20,420
 20,420
 Pass
7
 LY Quantity
 52,387
 52,387
 Pass
8
 Budget Quantity
 0
 0
 Pass
Grouping > North America > AL DERAGO > LORENA CHAVEZ > 5th & Ocean Sales - West Coast Novelty - YTD
SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 167,362
 167,362.00
 Pass
2
 Open
 0
 0
 Pass
3
 Total Revenue YTD
 167,362
 167,362.00
 Pass
4
 Last Year Shipped YTD
 432,344
 432,344.10
 Pass
5
 Current Year Budget YTD
 0
 0
 Pass
6
 TY Quantity
 20,420
 20,420
 Pass
7
 LY Quantity
 52,387
 52,387
 Pass
8
 Budget Quantity
 0
 0
 Pass

Silhouette Sub Report Validation

Test(s) Conducted

Grouping: North America - Bucket - YTD

SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 5,665,308
 5,665,308.38
 Pass
2
 Open
 1,795,306
 1,795,305.63
 Pass
3
 Total Revenue YTD
 7,460,614
 7,460,614.01
 Pass
4
 Last Year Shipped YTD
 5,237,969
 5,237,969.10
 Pass
5
 Current Year Budget YTD
 0
 0
 Pass
6
 TY Quantity
 518,224
 518,224
 Pass
7
 LY Quantity
 530,217
 530,217
 Pass
8
 Budget Quantity
 0
 0
 Pass
Grouping: North America > AL DERAGO - Neckwear - YTD
SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 172
 171.64
 Pass
2
 Open
 0
 0
 Pass
3
 Total Revenue YTD
 0
 0
 Pass
4
 Last Year Shipped YTD
 0
 0
 Pass
5
 Current Year Budget YTD
 0
 0
 Pass
6
 TY Quantity
 28
 28
 Pass
7
 LY Quantity
 0
 0
 Pass
8
 Budget Quantity
 0
 0
 Pass
Grouping > North America > AL DERAGO > LORENA CHAVEZ - Fleece - YTD
SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 0
 0
 Pass
2
 Open
 0
 0
 Pass
3
 Total Revenue YTD
 0
 0
 Pass
4
 Last Year Shipped YTD
 1,154,690
 1,154,689.50
 Pass
5
 Current Year Budget YTD
 0
 0
 Pass
6
 TY Quantity
 0
 0
 Pass
7
 LY Quantity
 72,779
 72,779
 Pass
8
 Budget Quantity
 0
 0
 Pass
Grouping > North America > AL DERAGO > LORENA CHAVEZ > 5th & Ocean Sales - Fleece - YTD
SNo
 Test Case
 Value in Production Report
 Value in Development Report
 Pass/Fail
1
 Current Year Shipped YTD
 0
 0
 Pass
2
 Open
 0
 0
 Pass
3
 Total Revenue YTD
 0
 0
 Pass
4
 Last Year Shipped YTD
 1,154,690
 1,154,689.50
 Pass
5
 Current Year Budget YTD
 0
 0
 Pass
6
 TY Quantity
 0
 0
 Pass
7
 LY Quantity
 72,779
 72,779
 Pass
8
 Budget Quantity
 0
 0
 Pass

Reference Document(Specification)

2015-09-29- 22011 - Spec -Sales rep EPM
2015-09-29 - 22011 - Rel Notes - Sales rep EPM - Release 001
2015-09-29 - 22011 - Rel Notes - Sales rep EPM - Release 002
2015-09-29 - 22011 - Rel Notes - Sales rep EPM - Release 003
2015-09-29 - 22011 - Rel Notes - Sales rep EPM - Release 004
2015-11-16 - 22011 - Rel Notes - Sales rep EPM - Release 005