RELEASE 6.0E Support Package 3 · 2017-09-25 · Vistex Release 6.0E – Support Package 3 8...

RELEASE 6.0E

Support Package 3

Summary of

New Features and Enhancements

Vistex Release 6.0E – Support Package 3

2 Summary of New Features and Enhancements

Contents Introduction........................................................................................................................................ 7

Disclaimer and Liability Notice .......................................................................................................... 7 SAP ECC Version Requirements ........................................................................................................ 8 Feature Name Changes ................................................................................................................... 8

Global ................................................................................................................................................ 9 General Enhancements .................................................................................................................... 9

Status Flow - Delegation Rules Assignment to SAP Users .................................................................................... 9 Status Flow “End Flag” .......................................................................................................................................... 9 Chart Library ......................................................................................................................................................... 9 File Submission Changes ....................................................................................................................................... 9 File Upload Errors ................................................................................................................................................. 9 Check Entire File during Upload ............................................................................................................................ 9 Cross Reference Upload and Download Report ................................................................................................... 9 Payment Schedule History Mode revised ........................................................................................................... 10

Performance Improvements ........................................................................................................... 10 BADi Method change .......................................................................................................................................... 10 New “Skip Checks” Flag ...................................................................................................................................... 10

Business Script Enhancements ....................................................................................................... 10 Evaluations .......................................................................................................................................................... 10 Categorization of Functions ................................................................................................................................ 10 Copying or Referencing Parameters ................................................................................................................... 10 Editor Modes ...................................................................................................................................................... 10 Other Enhancements .......................................................................................................................................... 11

Launchpad .................................................................................................................................... 11 Maximum Number of Entries for Pricing Transactions ....................................................................................... 11 Required Fields in Input Values .......................................................................................................................... 11 Input Multiple Selections .................................................................................................................................... 11 Field Validations in Launchpad ........................................................................................................................... 11

Launchpad Plus ............................................................................................................................. 11 Collapse/Expand Links ........................................................................................................................................ 12 Background Image Selection .............................................................................................................................. 12 Tile Animation Delay ........................................................................................................................................... 12 Grouping Tiles ..................................................................................................................................................... 12 Worklist of Favorite Documents ......................................................................................................................... 12 Loading Reports in Tiles ...................................................................................................................................... 12 Tile View ............................................................................................................................................................. 12

Data Objects ................................................................................................................................. 12 Data Download and Offline Maintenance .......................................................................................................... 12 Data Object Integration ...................................................................................................................................... 13 Mass Change ....................................................................................................................................................... 13 Partial Posting ..................................................................................................................................................... 13 Partial Version ..................................................................................................................................................... 13 Defining Domains ................................................................................................................................................ 13 Domain Field Type and Field Mapping ............................................................................................................... 13 Data Model Duplication Coverage ...................................................................................................................... 14 Auto Validation Run ............................................................................................................................................ 14 Profile Run “Group By” ....................................................................................................................................... 14

Agreement ....................................................................................................................................... 15 Rights and Royalties ...................................................................................................................... 15

Dimension Sets ................................................................................................................................................... 15



Sets as Key Fields in Rules ................................................................................................................................... 15 Dimensions Upload/Download ........................................................................................................................... 15 Dimensions Mass Change ................................................................................................................................... 15

Campaigns .................................................................................................................................... 15 Trade Calendar .................................................................................................................................................... 15 Campaign Management ..................................................................................................................................... 16 Elements ............................................................................................................................................................. 16 Evaluation ........................................................................................................................................................... 16 Campaigns in Web-Based UI ............................................................................................................................... 16 Mass Processing in Campaigns ........................................................................................................................... 16 Interfacing Data for Campaigns .......................................................................................................................... 16

Agreement Schedules .................................................................................................................... 16 Schedule Assignment .......................................................................................................................................... 16 Claims from Agreement Schedule/Milestone ..................................................................................................... 17 Copy Schedules and Periods ............................................................................................................................... 17 Item Filter during Claim Creation ....................................................................................................................... 17 Agreement Status update from IP document ..................................................................................................... 17

Awards ......................................................................................................................................... 17 Awards Display in Review Sheet ......................................................................................................................... 17 Awards Maintenance from BSP .......................................................................................................................... 17 Rosters ................................................................................................................................................................ 17

Mass Change ................................................................................................................................ 17 Status Mass Change ............................................................................................................................................ 17 Mass Processing of Postings for Master Requests ............................................................................................. 18 Mass Extension for Master Requests ................................................................................................................. 18

Master Request ............................................................................................................................. 18 Changes to Agreements and Agreement Requests ............................................................................................ 18 Automatic Postings ............................................................................................................................................. 18 Synchronous & Asynchronous Activities ............................................................................................................ 18 Matrix Update with Synchronous Update of Matrix Group ............................................................................... 18 Check Rules in Master Request .......................................................................................................................... 19 Periods in Master Request .................................................................................................................................. 19 Follow-on Functions for Master Request Workbench ........................................................................................ 19 Evaluation tab in Master Request ....................................................................................................................... 19 Dimension Sets tab in Master Request ............................................................................................................... 19

Other Enhancements ..................................................................................................................... 19 Editions ............................................................................................................................................................... 19 Agreement Derivation ........................................................................................................................................ 19 Upload/Download Evaluation Documents ......................................................................................................... 20

Deals................................................................................................................................................ 21 Deals Integration into Transaction Register ....................................................................................................... 21

Rights and Royalties .......................................................................................................................... 22 Compositions ................................................................................................................................ 22

Composition Workbench .................................................................................................................................... 22 Composition Integration into Claims & Transaction Register ............................................................................. 22

Dimensions ................................................................................................................................... 22 Dimensions and Tier Determination ................................................................................................................... 22 Dimension Fields in Buckets ............................................................................................................................... 22

Transactional Processing ................................................................................................................... 23 Documents ................................................................................................................................... 23

Mass Change of Document Status ...................................................................................................................... 23 Tax Postings during Park ..................................................................................................................................... 23



Support of Unposted Data Maintenance Materials............................................................................................ 23 Claims & Transaction Register ........................................................................................................ 23

Support Partner Creation from Validation Workbench ...................................................................................... 23 Dimension Cross-Reference Creation ................................................................................................................. 23 Claim and Transaction Register Stage Update Report ........................................................................................ 24 Simple Mode Single Code ................................................................................................................................... 24 Filtering Lines based on Fields with Multiple Values .......................................................................................... 24

Buckets ........................................................................................................................................ 24 Updating Multiple Buckets for Agreements Determined by Conditions ............................................................ 24 Bucket Aggregation Enhancements .................................................................................................................... 24 Bucket Item Source Field .................................................................................................................................... 25 Active Conditions Flag in Buckets ....................................................................................................................... 25

Matrix .............................................................................................................................................. 26 Layouts & Functions ...................................................................................................................... 26

Function Types and Implementation Types ........................................................................................................ 26 Layout Functions to Modify Child Level Data Using Business Script ................................................................... 26 Layouts and Functions Assignments at Usage Level ........................................................................................... 26 Layout and Function Assignments in Scenario Workbench ................................................................................ 26 Layout and Function Assignments and Explosions Filter at Subset Usage Level ................................................ 26 Characteristics in Row and Column Layout Hierarchies ..................................................................................... 27 Authorization Group at Function Assignment .................................................................................................... 27 Default Distribution Functions ............................................................................................................................ 27 Distribution with Reference to a Key Figure in Planning Workbench................................................................. 27

Derivations & Explosions ................................................................................................................ 27 Business Script for Derivations at Matrix or Subset Usage Level........................................................................ 27 Subset Usage Level Derivations Have Priority .................................................................................................... 27 HANA View Integration for Derivations and Explosions ..................................................................................... 27 Fixed Value as Characteristics Condition in Derivations/Explosions/Proforma .................................................. 27

Other Enhancements ..................................................................................................................... 28 Currency and Quantity as Characteristics ........................................................................................................... 28 Characteristics Display at Subset Usage Level .................................................................................................... 28 Proforma Key Figure Condition Field Conversion ............................................................................................... 28 Key Figure Description at Usage Level ................................................................................................................ 28 Locking Time Periods in Planning Using Enhancement Class Method ................................................................ 28 Locking Data by Characteristics .......................................................................................................................... 28 Locking Data at Member Level ........................................................................................................................... 29 Update Matrix upon Saving Proforma without Posting ...................................................................................... 29 Synchronous Update of Matrix from IP Documents ........................................................................................... 29 Synchronous Update of Matrix from Calculation Run ........................................................................................ 29 Batch Execution of Functions in Matrix Utilities ................................................................................................. 29 Upload Members from a File .............................................................................................................................. 29 Copy Members into Matrix ................................................................................................................................. 29 Dependency of Price Simulation on Proforma Status ......................................................................................... 29 Support for Decimal Type Variables ................................................................................................................... 30 Variable Assignments and Default Values in Scenario Workbench .................................................................... 30 Source Unit of Measure and Currency ................................................................................................................ 30 Waterfall Views in Scenario Workbench ............................................................................................................ 30 Summary Representation of Matrix Data ........................................................................................................... 30 Change Flags after Generating Matrix ................................................................................................................ 30 Collecting Posted Staging Data while Processing IP Documents ........................................................................ 30

Composite Processing........................................................................................................................ 31 Multiple internal documents during settlement to partners ............................................................................. 31



Info Record Update from Calculation Run .......................................................................................................... 31 Navigation to Price Change Document from Calculation Run ............................................................................ 31 Proforma Creation from Calculation Run ........................................................................................................... 31 Summarization Report via HTML ........................................................................................................................ 31 Set Explosion in Tracking .................................................................................................................................... 31 Condition Record Number as a Subcomponent Characteristic .......................................................................... 31 Optimized Formula Evaluation in Tracking ......................................................................................................... 32

Loyalty & Rewards ............................................................................................................................ 33 Awards ......................................................................................................................................... 33

Storing Awards in Price Catalogs ........................................................................................................................ 33 Redemption of Awards using Redemption Catalog ............................................................................................ 33 Award Request Mass Upload and Posting .......................................................................................................... 33 Award Tier Determination in Pricing .................................................................................................................. 33

Rosters ......................................................................................................................................... 33 Open and Closed Periods .................................................................................................................................... 33 Enrollment Attributes ......................................................................................................................................... 33 Revisions ............................................................................................................................................................. 33 Roster Review Sheet ........................................................................................................................................... 34 Review tab in Enrollment .................................................................................................................................... 34 Roster Run .......................................................................................................................................................... 34 Creation of Enrollment Request via Mass Upload .............................................................................................. 34

Data Maintenance—Pricing ................................................................................................................ 35 General Enhancements .................................................................................................................. 35

Enhanced Archiving ............................................................................................................................................ 35 Auto-Adjusting Rule Validity Dates ..................................................................................................................... 35 Item Duplicate Checks in Pricing Catalogs .......................................................................................................... 35 Variants for Selection in “Automated Price Maintenance” ................................................................................ 35 Vistex-only (DMr) Materials in Catalogs ............................................................................................................. 35 Do Not Copy Source Price Sheet to Price Proposal ............................................................................................. 35 Integration of Rules into Material/Customer/Vendor Lists and Info Records .................................................... 35

Structural Pricing ........................................................................................................................... 36 New Explosion Sources ....................................................................................................................................... 36 Quantity Field ..................................................................................................................................................... 36 Duplicate Root and Child Materials .................................................................................................................... 36

Master Request ............................................................................................................................. 36 Data Maintenance—Resources ........................................................................................................... 37

Default Customer/Material Attributes for Info Records ..................................................................................... 37 Completion Status in List Workbenches ............................................................................................................. 37 Condition Record Maintenance for Vendor Info Record .................................................................................... 37 Convert Posting-Relevant Areas ......................................................................................................................... 37 Partial Conversion of Maintenance Levels for Customer/Vendor/Material ....................................................... 38 BOM Conversion Overwrite Option .................................................................................................................... 38 Data Flow ............................................................................................................................................................ 38 Extended User Maintenance Levels .................................................................................................................... 38 List Creation via Background Job ........................................................................................................................ 38 Mass Change for Status Flow .............................................................................................................................. 38 Status Integration in Info Record Workbench .................................................................................................... 38 “Switch to Maintenance View” and “Extend” for Maintenance Levels .............................................................. 39 Address Communication Fields via Dashboard ................................................................................................... 39 Extended Address Verification............................................................................................................................ 39 File Template Integration and Qualifiers ............................................................................................................ 39 Errors Download in All Upload Reports .............................................................................................................. 40



Outgoing List Creation ........................................................................................................................................ 40 User Status Values in Customer/Vendor/Material Lists and Workbenches ....................................................... 40 Facet Filter using Attributes ................................................................................................................................ 40

Domains ....................................................................................................................................... 40 Domain List Creation .......................................................................................................................................... 40 Workbench Mass Change ................................................................................................................................... 40 Domain Copy....................................................................................................................................................... 40 Dashboard Navigation ........................................................................................................................................ 41

Data Privacy ..................................................................................................................................... 42 Germany Federal Data Protection Act ............................................................................................. 42

Blocking Business Partner Master Data .............................................................................................................. 42



Introduction This document provides an overview of the Vistex Release 6.0E Support Package 3 new features and

enhancements. Vistex provides this release summary to briefly explain new features and changes included

the software. To ensure our customers benefit from new developments and improvements, Vistex offers a

variety of sources of information about Vistex solutions.

Vistex publishes release notes both on SAP Service Market Place and Vistex support page

http://www.vistex.com/services/customer-support/sap-support/.

Vistex maintains a discussion forum on LinkedIn where our customers are welcome to post

questions about Vistex solutions, learn company news or network with other Vistex users, and share

knowledge and best practices for using Vistex solutions in the business processes that Vistex solutions

support. This forum provides an excellent vehicle for discussing new business trends, new features and

enhancements, and engaging with the Vistex community about any topic that has piqued your interest.

Further information about Vistex features can also be found in the Vistex Help Portal at

http://www.vistex.com/help. This website provides extensive documentation from the Vistex Library on

Vistex solutions, organized by release number, product and application.

Vistex software releases, support packages and SAP Notes are all available on SAP Service Market Place.

You may follow Vistex on a variety of social media:

Disclaimer and Liability Notice Changes made based on this information are not supported and can be overwritten during an upgrade.

Vistex will not be held liable for any damages caused by using or misusing the information, code or

methods suggested in this document, and anyone using these methods does so at his/her own risk.

Vistex offers no guarantees and assumes no responsibility or liability of any type with respect to the

content of this article including any liability resulting from incompatibility between the content within this

document and the materials and services offered by Vistex. You agree that you will not hold, or seek to

hold, Vistex responsible or liable with respect to the content of this document.

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SAP ECC Version Requirements Vistex Releases 6.0E and 6.0E Support Pack 1 required SAP ECC 6.0 Enhancement Pack 5 or newer with no

requirement on the SAP Support Pack level.

Vistex Releases 6.0E Support Pack 2 and 3 require minimum SAP Support Pack levels to ensure proper

installation and feature function, as follows:

SAP ECC 6.0, Enhancement Pack 5, Support Pack Stack 11



Feature Name Changes “Activities” tab in Master Request has been renamed to “Postings”

“Activities Stages” has been renamed to “Posting Stages”

“Activity Steps” has been renamed to “Posting Steps”

“Change Activity” flag has been renamed to “Change Posting” flag



Global

General Enhancements

Status Flow - Delegation Rules Assignment to SAP Users

Delegation Rules feature was introduced in Release E-SP1. Delegation is the process of allowing a

substitute user to conduct the Activity in the event the assigned user is absent for a period of time. When

assigning a user to a delegation rule, the system now allows a validity period for the delegation to be

recorded.

Status Flow “End Flag”

Previously when creating status flow the solution had start flow, now there is a new “End Flow” flag that

allows completing the flow when there are no outcomes available for the step flag.

Chart Library

Chart rendering can now be done without downloading chart templates to the local machine.

File Submission Changes

The enhanced file submission screen allows the user to upload a file from the server. Besides uploading a

file from the local desktop, the user can now store the server path for each submission type. In addition to

this enhancement, users can load files stored on the file server during the upload process. This is done

through the new File Server option in the File Location drop-down menu in each upload transaction.

File Upload Errors

If any errors occur during the upload of a file due to invalid data, the user now has an option to download

the errors into a separate file for review.

Check Entire File during Upload

A new option is available in all file template upload transactions. The “Check Entire File” option a llows the

system to check all the records of a file being uploaded at once. In prior releases, the system would stop

the upload process at the first error encountered.

Cross Reference Upload and Download Report

The solution now allows users to upload files directly from the file server without a creating File Submission

entry. Any records with errors during a file upload are written to a file for review. These changes were

introduced in the following reports:

Material Cross Reference upload And Download

Partner Cross Reference upload And Download

Agreement Cross Reference upload And Download

Unit Cross Reference upload And Download



Payment Schedule History Mode revised

The Payment Schedule History Mode report has been revised in release E-SP3. Previously, the system

improperly updated the IP document after transfer with posting.

Performance Improvements

BADi Method change

This release introduces new fields in the BADI method parameters “BEFORE_SAVE” which allows the

document to skip formula execution and to skip user field calculation. This method can be used only once

just before saving the document.

New “Skip Checks” Flag

This release introduces a new flag to skip foreign checks at the ALV grid level and key values checks when

“Check and Complete” is selected. This feature is available in all price sheets, including those used in Price

Maintenance, Agreements and Deals.

Business Script Enhancements Business Script is a scripting language created by Vistex for business users to easily create needed

formulas. . The Business Script Editor is used to create, maintain and activate the scripts, and the feature is

available in all Vistex applications.

Evaluations

Previously the evaluations were tied to BRF+ (SAP Business Rules Framework Plus). Now the evaluations

can be tied to a Business Script.

Categorization of Functions

Business Script functions are now organized into categories: conditional, table, aggregate, fetch, formula,

other, date, string, and mathematical.

Copying or Referencing Parameters

Users can now create parameters by referring to previously created parameters. Users can also copy fields

in the “Fields” tab or create fields by referring to existing fields.

Editor Modes

There are two modes of operation when using the Business Script Editor: Normal and Expert.

In Normal Mode the user chooses functions and operators from menus of available choices, and the user

can enter the parameters and values for those functions and operators in a guided fashion. The solution

builds the script based on user selections and entries.



In Expert Mode the users can write the script directly in the editor. This reduces the amount of prompting

from the solution and allows the user to create scripting faster. Users also can enter comments into the

script.

Other Enhancements

In the Table function, users are allowed to add, delete, or modify tables, table parameters and conditions.

Users can create global messages and add them to the Message function.

Users are now able to perform a trace on any step in the script. The trace can be activated directly from

the script to preview what the script will perform.

Launchpad The original Launchpad offers a landing page with user-defined links to popular transactions and reports

that can be organized into groups and tailored for each user.

Maximum Number of Entries for Pricing Transactions

A Price Sheet may have thousands of records, and in prior releases, the user was forced to wait until all the

records loaded and displayed. In this release, the Pricing workspaces allow a user to specify a maximum

number of entries that will be fetched when the user follows the Launchpad link to pricing.

Required Fields in Input Values

When defining the selection fields in a Launchpad link, the user can set up any fields as required fields. It is

only available when the field is set to “Input” or “Input with Multiple”.

Input Multiple Selections

Users are now allowed to create a link that will allow multiple values to be entered into the field. When

creating a new link, users have the option to select “Input-Multiple Selections” under the “Display At

Runtime” menu. This selection provides users the ability to enter multiple selections as part of the search

field using the “More Values” button in the Launchpad.

Field Validations in Launchpad

Field validation is now performed in the Launchpad, instead of navigating to the transaction and then

validating the fields, possibly resulting in zero values. The solution will now deliver a message stating the

value is not valid and not attempt to navigate to the transaction.

Launchpad Plus Launchpad Plus is a tile-based landing page or dashboard with user-defined tiles that can be links to

popular transactions or previews of reports. Tiles can be organized into groups and tailored for each user.



Collapse/Expand Links

Users can now have flexibility to customize the usability of Launchpad Plus. Users have the control of the

links selections where the links can be collapsed or expanded.

Background Image Selection

To select images for Launchpad profiles, users have option to select background images for the Launchpad

from a library of images stored in the images folder at the profile level. All of the images in the Image

folder will be available in the Launchpad settings from the Launchpad menu.

Tile Animation Delay

An animation delay timeframe has been added. When a user moves the pointer across a tile, the

animation will not occur right away, allowing the pointer to be moved around the screen without triggering

tile animation unless the pointer hovers on a tile.

Grouping Tiles

The Launchpad columns can be grouped by user-defined category. The option to group tiles is available at

the top of the column.

Worklist of Favorite Documents

In any Incentive Administration or Paybacks & Chargebacks document-processing workbench, users can

add documents to their Favorites list. These favorites can be accessed in Launchpad. The user favorites

are collected in a Launchpad Worklist that is maintained for each user.

Loading Reports in Tiles

Users can now view report results and charts in Launchpad. The system will show all tiles and execute the

reports in the background. When the report is finished executing, the report will be pushed out to the tile.

Tile View

Using the Launchpad Builder, users can create a Tiles View using a number of displays tools and arrange

the tiles with links to data from reports, workspaces and Process Observer.

Data Objects Data Objects provides options to consolidate data or split data, create versions of data for tracking and

different business purposes, and cleanse data that is incorrect, incomplete, improperly formatted or

duplicated.

Data Download and Offline Maintenance

The solution now allows users to download multiple objects from multiple source documents to a single file.

This feature allows users to perform offline maintenance of data in the file and upload the changes to the

system later.



Data Object Integration

Data Objects functionality is integrated in following applications:

Agreement / Agreement Request

Direct Agreement / Direct Agreement Request

Deal / Deal Request

Master Request

Product List / Vendor List / Customer List / Membership

Mass Change

Mass Change functionality in Data Objects for Customer, Vendor and Material allows users to search across

multiple data object types. Mass Change also offers additional functions for Matching, Check Rules and

Duplication.

Partial Posting

This feature allows users to post Data Objects documents that have some data ready to post without

waiting for the remaining data that has validation errors to be corrected. With release E-SP3, users can

post a partial document, or a portion of the total number of the lines. The user can create a sub-list to

post the data. Upon posting the data, the posted information and any errors that were created during

posting will be displayed. Once the data is posted, the data is locked from any further changes. In this case

the header is marked as partially posted. In order to process a partial posting, the new Partial Posting flag

has to be activated for the data model version.

Partial Version

Postings can be used to create subsequent objects such as Claim or Transaction Register documents,

Agreements or Agreement Requests, Master Requests, Membership Lists, or Customer or Vendor or

Material Lists from any version of the Data Object instance. Users can create a version of the entire data or

a portion (partial posting) of the data and post it via “Post a Version” feature in the Data Instance.

Defining Domains

In some scenarios, the user requires the same field with different properties for different purposes (e.g. for

both claim and agreement). By associating domains with a field, the user can create two fields with

different properties belonging to different domains.

As of release E-SP3 the definition of domains has moved from IPSRO to the set-up for Data Objects. Now

users can generate transaction codes for Data Objects to segregate data models for various business use

cases. A Domain contains fields that are used in a particular use case. A Domain collects and groups

multiple data models and fields.

Domain Field Type and Field Mapping

Release E-SP3 introduced the new Data Model Workbench and the Data Model Field Workbench. These

workbenches all the users to define the types of incoming data fields as well as determine where the

incoming data should be stored.

Field Type is assigned to a field and defines the datatype and length of a field and also the number of

decimal places for a numeric datatype. Users assign the appropriate field type to each field. Users can

create new fields and assign them to a specific domain such as Claims, Transaction Register, Matrix, etc. If



field values have to be converted during input or output, user has the ability to define a conversion routine.

For datatypes CHAR, CUKY, UNIT and SSTRING, a “Allow Lower Case” flag is available to permit lower case

letters to be imported or to convert all letters to uppercase.

Data Model Duplication Coverage

Prior to this release, the solution performed duplication checks across all objects. Users may which to

perform duplication checks on data in Data Objects based on specific criteria and timeframe (e.g. in the

past 60 days).

Duplication Coverage is introduced in release E-SP3 to identify duplicate objects and to limit the number of

objects based on specific criteria and timeframe. The Coverage is user-defined criteria such as data area,

field and timeframe values. The “Duplication Coverage” check can be performed based on a Period Profile

to determine the timeframe.

Auto Validation Run

Auto Validation Run can be used to create Validation Runs based on search criteria. The Auto Validation

Run, combined with the selected Process Area, determines which fields are available for the search criteria.

Once an Auto Validation Run is executed, any available Data Objects meeting the criteria are added to a

validation run.

Profile Run “Group By”

“Group By” allows users to arrange data in a manner that is meaningful to their specific business need. In

earlier releases, the Profile Run results were displayed only as overall statistics. However, the results often

need to be reviewed and sorted in some particular combination to be user-friendly. Consequently, with

release E-SP3, the solution now allows users to define a grouping for Profile Run to provide the flexibility to

group together values.

The new “Group By” concept is offered for Data Model version methods. The “Group By” feature allows

multiple fields from different sections of the results to be combined into a simple, custom data structure.

The new “Group By” tab is introduced in the Object Profile Run to create a custom group. This group can

be assigned from the field or section. Multiple groups can be assigned to particular field. In the Results

section, the results can be selected and viewed by assigned group.

https://help.sap.com/saphelp_nwpi71/helpdata/en/cf/21ee19446011d189700000e8322d00/content.htm



Agreement

Rights and Royalties

Dimension Sets

Dimensions are used to define how/where an intellectual property right can be exercised, such as

geographies, channels, timeframes, etc. By defining these dimensions for any right associated with a

material, specific details of rights granted can be communicated and any claims generated or received for

those rights can be validated.

The Dimensions functionality has been revised since it was introduced in Release E-SP1. Now, a new Sets

tab has been introduced in Agreements, Agreement Requests, Direct Agreements and Master Requests.

The Sets tab only appears if a Dimension Profile has been assigned to the Agreement, Direct Agreement or

Master Request type. Dimension Set maintenance can be performed in the SAP GUI as well as the web-

based Business Server Page (BSP) screens.

The Dimensions Set is defined in an Agreement in the “Rights Granted” section. A Dimension Set hierarchy

is a specification of a Dimension Set that defines relationships between dimension values in the Dimension

Set. Dimension Sets offer “inclusion” and “exclusion” rules. A Dimension Set can consist of one dimension

(“Individual”) or a combination of dimensions (“Collective”) that are linked together.

Sets as Key Fields in Rules

This functionality is available for Agreement, Direct agreement, Agreement Request and Master request

workbench. The set is a collection of dimensions. Sets are assigned as key fields in agreement rules. Rules

are validated in Claims based on the sets assigned to it.

Dimensions Upload/Download

The ability to upload/download Dimension Sets is now available in Agreement, Agreement Request, Direct

Agreement, Direct Agreement Request and Master Request workbenches. Users can utilize

upload/download sets of data from the file to add, change or delete dimension values.

Dimensions Mass Change

Users now have the ability to mass change Dimension Sets through the Mass Process Header option within

the Agreement Workbench. This functionality allows the user to maintain individual and collective sets by

adding or deleting dimensions on multiple agreements at once.

Campaigns

Trade Calendar

The Trade Calendar provides users with the complete view and comparison of the Agreements, Agreement

Requests, Deals and Deals Requests all at once instead of individually. The Trade Calendar creates a visual



representation of the effective timeframes of Agreements and Deals. Trade Calendar is available in a

Vistex Business-Centric App (BCA), unlike the traditional calendar view offered in the SAP GUI.

Users can filter data by agreement status, drill-down into specific Agreements and Deals, adjust timeframes

by dragging, create custom views, make changes to the layout and create multiple layout options, view a

single chart or split into two charts (e.g. an Agreements chart and an Agreement Requests chart).

Campaign Management

A new object, Campaign, has been introduced for trade planning scenarios. The Campaign node has been

added under Pricing Agreements, containing its own number range object. The campaign functionality

allows direct analysis, planning, execution, and measurement of promotional campaign activities

throughout all applications and across all related agreements, deals, etc.

Elements

The elements of a campaign (dates, location, agenda, evaluation, etc.) are defined in the Elements tab

introduced in the Review Sheet in the Campaign Workbench. Users are now able to create Agreements,

Agreement Requests, Deals, Deal Requests, and Master Requests directly from the Campaign.

Evaluation

The Evaluation tab has been introduced in the Review Sheet of the Campaign Worksheet. It is applicable in

all IP applications, Direct Agreements and campaigns.

Campaigns in Web-Based UI

In addition to viewing the Campaign Workbench in SAP GUI, it is also available in the web-based Business

Server Page (BSP) UI.

Mass Processing in Campaigns

Users can select multiple campaigns in the Campaign Workbench and use the “Mass Change” button to

change the partners, dates, status or general information of multiple campaigns at one time.

Interfacing Data for Campaigns

To move data from external systems to the solution, SAP IDoc file format is supported. Header, Dates,

Texts, Organization and Partner data are supported in the interface.

Agreement Schedules

Schedule Assignment

The Agreement and Agreement Request now support assignment of scheduled items with the

corresponding milestones at each line item.



Claims from Agreement Schedule/Milestone

Claims for milestone or scheduled payments can now be created from the Agreements Schedule line items

for each milestone type. Users can now specify one claim type as a global assignment, and users can also

specify individual claim types to each milestone type.

Copy Schedules and Periods

Copy Control functionality is now able to copy schedules and periods while copying an agreement as long

as source and target agreements have the same validity dates.

Item Filter during Claim Creation

Item Filters have been introduced to consider line items when creating a claim from a schedule. The Item

Filters can be used at the Claim item level under Schedules in the Agreement Workbench.

Agreement Status update from IP document

Agreement status may now be automatically updated during settlement of an IP document. This control

can be used only if the “Settle by Agreement” flag is marked in the Agreement/Partner Settlement setting.

This feature can be disabled by using the “Turn off Agreement Status Update” flag at the settlement profile

level.

Awards

Awards Display in Review Sheet

The Awards tab is now available in the Agreement Review Sheet. As awards are assigned in the agreement

rules, Award Components and Award Attributes are observed in the Review Sheet.

Awards Maintenance from BSP

Awards can be maintained using web-based Business Server Page (BSP) as well as SAP GUI screens.

Rosters

Two new fields were introduced in the General tab of the Agreement to tie the Agreement to a Roster. The

Roster field determines which roster type is used for earning awards. The Award Indicator field specifies

whether the Agreement defines the how awards are earned or redeemed or both.

Mass Change

Status Mass Change

Users now have the ability to use Mass Change functionality to set Status Flow outcomes and statuses for

Agreements, Agreement Requests and Master Requests.



Mass Processing of Postings for Master Requests

Mass Activities feature allows user to change the postings for more than one Master Request. Users can

post Award Request using the Mass Process functionality in Award Request Mass Process Workbench. Users

can also make use of mass postings by creating postings and processing scheduled postings.

Mass Extension for Master Requests

The Master Request Mass Extension Workbench enables users to create or modify rules and/or header data

for multiple Master Requests at one time. Using the General, Partners, Dates, Status and Text tabs, data

can be added, changed or deleted within the Mass Extension transaction. If multiple Master Request types

are chosen, certain functions that are not available and the system will give a message.

Master Request

Changes to Agreements and Agreement Requests

In prior releases, the solution supported the creation of Agreements from the Activities tab, but making

changes to Agreements and Agreement Requests was not possible. With release E-SP3, “Activities” has

been renamed to “Postings” and its capabilities have been enhanced.

Postings Change functionality is available to make changes to existing Agreement postings based on

Agreement Derivation configuration. The enhanced functionality allows not only creating but also changing

Agreements and Agreement Request from Master Request Activities.

The solution supports both synchronous and asynchronous modes. Any header or rule changes made in the

Master Request can be updated directly to the Agreement by using the Postings Change functionality and

the Agreement posting will be created in the same Master Request document.

The solution also now supports posting in Direct Agreements from the Master Request.

Automatic Postings

The solution now also offers “Automatic Postings”. When an Agreement is created from the Master

Request Workbench with a single Posting ID assigned to the Automatic Postings functionality, the

agreement will automatically be created via the background job.

Synchronous & Asynchronous Activities

The new Master Request Posting “Update Type” flag can be activated in either Synchronous or

Asynchronous option. The Synchronous posting option automatically triggers the corresponding postings

and respective documents to be created when the status of the Master Request is changed. The system

automatically creates a background job to create or make these changes.

Matrix Update with Synchronous Update of Matrix Group

As of Release E-SP3, new functionality has been introduced to collect the posted staging data when the

data from IP documents update the Matrix. The Synchronous Posting option will stage an agreement, and

the user can process the scheduled postings using the Activity Mass Processing Report. For this, a check



box in the Subset Workbench at the Usage level enables the solution to collect the posted staging data

while processing IP documents. The information is collected into a table for later viewing.

Check Rules in Master Request

Check Rules feature and its button are now available in the Master Request.

Periods in Master Request

This functionality allows assigning an existing Period to Schedules in the Master Request or to create a new

Period by using Master Request-specific period selection.

Follow-on Functions for Master Request Workbench

In the “Follow-on Functions” for Master Request Workbench there is a new Function sub-workbench with

the “Follow-on Function” field that allows multiple values:

1. Create Proforma 2. Recreate Proforma

3. Refresh Proforma

4. Reprocess – to check all of the Master Request data to ensure the data is accurate 5. Set Status – using scheduled background job for master request

Evaluation tab in Master Request

Evaluation tab has been introduced in Master Request Workbench. An Evaluation consists of evaluation

elements combined into an evaluation template that is assigned to an evaluation type. This tab holds all of

the evaluations created for the Master Request.

Dimension Sets tab in Master Request

Dimension Sets tab is introduced in Master Request Workbench. Users can create sets with individual and

collective types and maintain inclusion and exclusion dimensions. For more information, refer to Dimension

Sets tab in Agreements and Agreement Requests.

Other Enhancements

Editions

Editions are used to identify changes in Postings and track Postings data. The Edition feature has been

introduced into the Master Request Workbench. When the changes are made to a pricing record, the

changes are recorded in the Edition tree. The list of documents for each edition can be viewed by selecting

the “Posting Documents” button. The display window will list the document number and the posting

activity. If the Editions tab is pre-configured then the user can easily create editions from the Editions tab

at the Master Request level. The existing edition can be closed and a new edition created in order to be

used in the tracking. Multiple editions are allowed if the “Allow Multiple Editions” flag is set for the edition

type. If the user is copying a Master Request, the edition(s) of that Master Request can be copied as well.

Agreement Derivation

Previously, the solution did not allow users to make changes to existing data in Agreements. Users were

able to only add new rules to Agreements using Agreement Request or Agreement Change Activity.



The new Agreement Derivation feature allows users to make changes to Agreement data and Rules data in

the Agreement. The Agreement can be derived either from Rules or from Activities. This new functionality

can be used in combination with Synchronous and Asynchronous activities in a Master Request.

Upload/Download Evaluation Documents

Users are now able to upload and download Evaluation documents from the Agreement upload and

download transactions. To achieve this, four new sections have been added to the Section Tab in the

Agreement File Template Workbench. These sections (Evaluation Grid Item, Evaluation Header, Evaluation

Basic Item, and Evaluation Partner) can be used to map the Evaluation fields to be uploaded or

downloaded in conjunction with the corresponding Agreement.



Deals

Deals Integration into Transaction Register

In prior releases, Deals were recognized only in Claims processing. Now Deals are also recognized in

Transaction Register processing.



Rights and Royalties The Incentive Administration application has been able to calculate royalty amounts for many prior

releases. In release E-SP3, users have the ability to add Rights definitions that may affect the validation

and calculation of royalties. The solution now offers the ability to add rights via Dimension values in

combination with “Inclusion” and “Exclusion” rules.

Compositions Release E-SP3 introduces Composition, a material that consists of mixed or combined elements (examples:

same type of pen with different logos on it); in this case pen and a specific logo is a composition. A

composition material can be an SAP ECC or DMr material that explodes similarly to a BOM material in

Claims and Transaction Register.

Composition Workbench

The Composition Workbench allows users to create a collection of the composition material with

corresponding components and quantities that are used to define licensing or intellectual property rights for

the purpose of calculating royalties.

Composition Integration into Claims & Transaction Register

The Composition functionality has been integrated into Claims and Transaction Register along with the

“Composition Explosion” feature to support royalty calculations (refer to Composition Workbench topic

above). A composition material can be an SAP ECC or Vistex Data Maintenance material that explodes in

Claims and Transaction Register similarly to a BOM material.

Dimensions

Dimensions and Tier Determination

Dimension concept was originally introduced in Release 6.0D, but it was not fully integrated for the

royalties and rights tier determination procedure. This functionality has been enhanced to allow additional

dimension attributes to define rights.

With release E-SP3, Vistex solution provides additional flexibility to the companies utilizing royalty price

tiers. Royalties can now be distributed throughout multiple price tiers with the specific threshold and

dimension categories within the validity dates. The solution now also supports dimension evaluation and

explosion.

Dimension Fields in Buckets

Buckets feature has been enhanced to aggregate data from rights dimensions. The dimensions of the

bucketed items provide effective tracking of royalty amounts. Users are able to track the dimension values

applied to the bucketed IP document items.



Transactional Processing

Documents

Mass Change of Document Status

This new functionality allows users to mass change the status in the status flow for all transaction

document types (IP, Claim and Transaction Register) without selecting and opening any individual

document. This functionality is available for all of the transaction processing applications, all reconciliation

reports, and the Claim & Transaction Register workbenches and reports.

The status at the both header and item level is changed. There is a new Status tab in the Mass Change

header and item level grid that allows users to make changes to the Status Flow steps and outcomes for

the approval process. Multiple status flows can be selected for the document and it will update the selected

status flow/step/outcome for each status flow. The mass change at the Item level will make changes to the

status for each item selected.

Tax Postings during Park

In earlier releases, tax postings were not considered during parking. Now a new flag is available in the

Settlement Profile to record tax postings when a document is parked.

Support of Unposted Data Maintenance Materials

In prior releases, only posted Data Maintenance materials (published to SAP ECC and available as SAP

master data materials) were considered in transaction documents (IP, Claim and Transaction Register).

Now unposted Data Maintenance materials (that are not published to SAP ECC) are considered as well.

In order to support Data Maintenance BOM materials, an Alternate BOM field has been added at the Item

Control.

Claims & Transaction Register

Support Partner Creation from Validation Workbench

In prior releases, the solution was able to create customers from the Claim and Transaction Register

Workbenches. With release E-SP3, the solution extends this capability to the Claim and Transaction

Register Validation Report Workbenches as well

Dimension Cross-Reference Creation

In previous releases, solution did not allow users to create dimension cross-reference entries from Claim

and Transaction Register and Validation workbenches. With E-SP3, solution now allows users to create

Dimension cross-references directly from Claims and Transaction Register and Validation workbenches and

also provides four dimension fields in standard Claim and Transaction Register documents.



Claim and Transaction Register Stage Update Report

Prior to release 6.0E (all support packs), IP documents updated Claim and Transaction Register Stage by

default. Starting with release 6.0E, the update depended on the header control flag Update Source

Document. However, if during IP document settlement the source Claim or Transaction Register is locked,

the Claim Transaction Register Stage is not able to be updated.

Now in release 6.0E-SP3, the functionality will update the Claim Stage for Claims and Transaction Register

that were locked during subsequent IP document processing. To enable this functionality, not only does the

flag at the header criteria level need to be marked, but also the IP type and subsequent document partner

role configuration at the claim type level has to be maintained.

Simple Mode Single Code

The purpose of the Simple Mode Single Code functionality is to avoid the unnecessary processing of

multiple values for the action code, adjustment code and rejection reason fields.

After the introduction of Item Multiple Values for these fields, the single value mode was no longer

available. Before the introduction of IMV, users could maintain only one value for each of these fields at the

line item level. Some Vistex customers do not require IMV for these fields.

To accommodate both usage scenarios, the solution offers “Simple Mode Single Code” flag at the document

type to enable either single code or IMV mode.

Filtering Lines based on Fields with Multiple Values

The purpose of this functionality is to allow users to filter document line items using fields with Item

Multiple Values. Previously, the set operation was done by selecting each column and applying the value of

the IMV codes, but it was difficult for a user to select a particular column since IMV values are spread

across multiple columns. A new Set Codes button is introduced in Special Handling at item grid level.

Buckets

Updating Multiple Buckets for Agreements Determined by Conditions

In prior releases, Agreements were determined by each condition record; while updating the line item in

the buckets was not considered. Instead, the buckets were updated with the Agreement at the IP line item

level and not with the Agreement determined by the condition records. Now, with this new functionality, if

buckets are created for multiple Agreements, then the IP document items update each of the respective

buckets. This will help the user to track IP documents efficiently.

Bucket Aggregation Enhancements

The Bucket Aggregation functionality has been enhanced to support the calculation of royalties based on

the enhanced rights definitions (Compositions). Users are now restricted to only fields that are part of the

buckets item criteria. In addition, the Aggregation Type functionality has been extended in the Bucket

Type configuration. Multiple aggregation types can be created and their respective aggregation tables can

be generated in the Bucket type configuration. As of this release, multiple value fields are allowed for the

aggregation types. Also, the aggregation as per the conditions can be configured.



Bucket Item Source Field

There is a new “Bucket Item Source” field with the following options: Aggregation, Usage and Condition.

The bucket can be filtered based on these new source types. When the aggregation source is assigned to

the bucket type, the data is fetched from the bucket usage.

A Condition - The key figure ID will be fetched from the condition item table based on the condition

type entered in the condition type field.

B Aggregation - The key figure ID will be fetched from the aggregation table based on the

aggregation type entered in the aggregation type field. Usage - The key figure ID will be fetched from the bucket items table based on the usage assigned

to the bucket type.

Active Conditions Flag in Buckets

In prior releases, Buckets would update with both active and inactive conditions from the IP document.

Now users have an option to update the conditions based on the setting of a new flag. The Active

Conditions flag is provided in configuration at the condition level of the Bucket type. If the Update Active

Condition flag is marked, only active conditions will be updated in the bucket. Otherwise, both active and

inactive conditions will be updated in the bucket.



Matrix

Layouts & Functions

Function Types and Implementation Types

The existing functions (Pre-Defined, Computation, User-Defined, Forecast) have been restructured and

categorized into “Function Type” and “Implementation Type”. Depending on the Function Type, a function

can be further categorized by the available Implementation Type (Pre-Delivered, Script/Measure,

Enhancement).

Layout Functions to Modify Child Level Data Using Business Script

The purpose of this functionality is to view and compare data in the different Matrix usage scenarios.

Using Layout functions, the child level data of a Matrix can be modified with Business Script defined in

layout functions. Based upon Row and Column Hierarchy of Matrix Layouts, the child level data of a

particular Layout can be modified by using Layout functions that are defined in the Matrix Workbench and

applied in the Planning Workbench. Only the Layouts that are defined in the Matrix Workbench and

assigned in the Subset Workbench are available in the Scenario Workbench for usability.

There are two cases:

1. If the Scenario comprises with some Layouts Assignments at "Layouts" tab, then the Scenario in planning workbench contains only the layouts defined at Scenario workbench.

2. If the Scenario doesn't contain any Layouts assignments at "Layouts" tab, then the Scenario in planning workbench contains all the Layouts assigned to the Subset for that particular Scenario.

Layouts and Functions Assignments at Usage Level

Layouts and functions defined in the Matrix Workbench can be assigned in the Assignments tab at the

Subset Usage level. Individual layouts can also be assigned with different available explosions using

“Explosions Filter and Functions” for a Subset in this tab. A Layout or Function assigned for a Subset Usage

can only be deleted when its associated scenario does not contain any Layouts or Functions.

Layout and Function Assignments in Scenario Workbench

The number of layouts that are defined in the Matrix Workbench and assigned in the Subset Workbench

can be limited in the Scenario Workbench for improved usability. If the Scenario has layouts assigned in the

Layouts tab, then upon executing the Scenario the Planning Workbench contains only the layouts defined in

the Scenario Workbench. If the Scenario does not contain any layout assignments in the Layouts tab, then

upon executing the Scenario the Planning Workbench contains all the layouts assigned to the Subset for

that particular Scenario.

Layout and Function Assignments and Explosions Filter at Subset Usage Level

Layout and function assignments and the Explosions filter for Subset have been moved from the Subset to

the Subset Usage. In the Planning Workbench the user can easily filter explosions for individual layouts



based upon their assignment at the Subset Usage level. Functions which are assigned for the Subset Usage

will be available independent of layouts.

Characteristics in Row and Column Layout Hierarchies

The solution now supports assigning Characteristics in both row and column hierarchies of a Layout. The

layout can be used to display Matrix data in the Matrix Workbench and in the Planning Workbench.

Authorization Group at Function Assignment

In the Assignment tab there is a new Authorization Group field that is user-customizable. Users have to

create authorization group(s) in order to assign a function to the Matrix planning.

Default Distribution Functions

Distribution is a new function type introduced in this release. The Default Distribution Functions type

provides the ability to control the distribution of data to hidden levels in Planning. Instead of distributing

Matrix data to hidden levels equally, the user now has control over distributing data to hidden levels based

upon the type of function implemented on Matrix data.

Distribution with Reference to a Key Figure in Planning Workbench

When planning, Matrix data can be distributed using the “Distribution with Reference” function. When this

function is applied in Planning, the Matrix data will be distributed according to the Reference Key Figure

assigned in the Subset Workbench.

Derivations & Explosions

Business Script for Derivations at Matrix or Subset Usage Level

Using Business Script for derivations will override the normal derivation source mapping. The user can

define their own script for retrieving data regardless of the source mapping.

Subset Usage Level Derivations Have Priority

Derivations that are defined at Subset Usage Level for a particular matrix are given priority over Derivations

that are defined at the top level in the Matrix Workbench. User-defined Business Script derivations will

override normal derivation at any level.

HANA View Integration for Derivations and Explosions

The solution supports HANA Views in Derivations and Explosions. Users can now compare Matrix data with

HANA View data using Derivations and Explosions source mapping with respect to the Matrix Characteristics

and Key Figures.

Fixed Value as Characteristics Condition in Derivations/Explosions/Proforma

The Value field is introduced in Source Mapping to limit the copying of data from the Source Matrix to the

Target Matrix. This is applicable for Derivations, Explosions and Proforma.



In the Matrix, there is a new “Value” field in the source mapping for Derivation functionality.

Values are suggested to maintain for the fields that exist in the source but do not exist the target.

Derivation Key Figure will carry the data from the source Matrix to the target Matrix using the

values maintained in this new field. This Fixed “value” field is also available in the “Explosions” tab. Similar to the “derivation” tab, the

single fixed value can be assigned in the mapping of explosion.

In the Proforma, the new fixed “Value” field is now available at the key figure conditions. Users can

assign fixed values to the field characteristic.

Other Enhancements

Currency and Quantity as Characteristics

The Matrix Workbench now allows Quantity and Currency fields to be Characteristics viewable in the Matrix

and used for planning purposes.

Characteristics Display at Subset Usage Level

In the Subset Workbench, users are now able to assign a description to a Characteristic in the

“Characteristic Display” field in the Planning Workbench. Based upon the type of Characteristic Display set

for an individual Layout in the Subset Workbench, the user-defined Characteristic descriptions are displayed

in the Subset in the Planning Workbench.

Proforma Key Figure Condition Field Conversion

The conversion report is now utilized instead of the Proforma key figure condition fields. In ESP2, the fields

used to be in the order of 'Matrix characteristic' first and then source field. By running this conversion

report, these two fields are swapped in E-SP3. So the expected order is, 'source field' and then 'Field name'

which is matrix characteristic.

Key Figure Description at Usage Level

Defining Key Figure Descriptions at the Usage Level allows a user to define his own descriptions for a

particular Key Figure in one or several languages. The language of the description displayed is controlled by

the user’s selected or default language at login. The descriptions for the Characteristics and Key Figures in

the Planning Workbench will reflect the same description which is defined at the Subset Usage level.

Locking Time Periods in Planning Using Enhancement Class Method

An Enhancement Class Method provides the ability to lock time periods for a particular time interval defined

in the enhancement class method. The Enhancement Class is assigned to a Subset in the Subset

Workbench. Upon executing the Planning Workbench with a Matrix Subset Usage having the Enhancement

Class Method assigned, the data within the affected time periods for that Matrix will not be editable.

Locking Data by Characteristics

When a user is in Change Mode for a set of Matrix data in the Planning Workbench, the Matrix data will be

locked (read-only) for other users. The initial user can assign a Lock Level for a Subset Usage in the

Subset Workbench based on the level of Matrix Characteristics. Assigning the Lock Level will prevent other

users from simultaneously attempting to change the same Matrix data.



Locking Data at Member Level

The solution now also supports locking data at the Member level instead of user level.

Update Matrix upon Saving Proforma without Posting

The solution allows a user to update a Matrix with changes in the source documents when saving a

Proforma. It is no longer required that the changes from the Proforma be posted.

The solution provides the ability to update the Matrix due to a change in the state of source IP documents

can be made when saving a Proforma without posting the Proforma. When the new “Update Matrix” flag is

activated at Proforma profile level, it will directly update both matrix data and members.

Synchronous Update of Matrix from IP Documents

When the Update Type is set to Synchronous Update in the Matrix Group, IP documents will update the

Matrix automatically without executing the Staging Report. The data will be pushed automatically from the

IP document into the Matrix if the IP document type has the Scenario Group assigned to the particular IP

type. There is no need to use the Staging Report when update type is “Synchronous Update”.

Synchronous Update of Matrix from Calculation Run

Tracking data must be updated in the Matrix when a Calculation Run document is created, accrued, settled

or interim settled. Release E-SP3 introduces Synchronous Update feature to update the Matrix with

Calculation Run data without running the Staging report. In addition, when the Calculation Run document

is accrued and settled (or interim settled), the Calculation Run document will update the Matrix directly.

Batch Execution of Functions in Matrix Utilities

Matrix Utilities have been enhanced to allow functions to be executed as a background job. A new Process

flag allows the user to maintain a list of functions to apply on the source Matrix. The variant periods are

easily assigned in the Matrix Utilities details window. The user can verify the details of the scheduled job in

the Audit Log.

Upload Members from a File

Members can be uploaded from an external source file into the Matrix Subset by using the Members Upload

functionality. Members can be uploaded from the file utilizing new “Members Check” flag in the Upload

Subset Data Workbench.

Copy Members into Matrix

When there is a need to update one subset usage’s members into another subset usage, members can be

copied from the source Matrix Subset to a target Matrix Subset with Copy Members functionality.

Dependency of Price Simulation on Proforma Status

The status of a Price Simulation is directly dependent on the status of the Proforma. When Proforma is

posted, the Price Simulation document(s) associated with the Proforma are read-only and changes cannot

be made to the Price Simulation. If the Proforma is deleted then the any Price Simulation documents

associated with the Proforma are deleted automatically.



Support for Decimal Type Variables

Decimal numbers are now supported in Variables. Decimal-type Variables are defined in the “Variables” tab

in the Matrix. Variables can be assigned to different function types and used for calculations in the Planning

Workbench. In previous releases, Variables only supported integers.

Variable Assignments and Default Values in Scenario Workbench

Functions can now be assigned with Variables in the Planning Workbench. Variables that are defined in the

Matrix Workbench can be assigned in the Scenario Workbench along with each Variable’s default value.

Source Unit of Measure and Currency

A new flag has been introduced to control whether a Key Figure’s Unit of Measure and Currency displays

according to the Proforma Price Sheet’s format or the Key Figure format in Subset Usage.

Waterfall Views in Scenario Workbench

Waterfall elements and waterfall views defined in the Subset Workbench are used to display Matrix data in

a more easily comprehensible way to the user. A vast amount of matrix data can be represented in

graphical format for faster user comprehension. Each waterfall element (the metric or chart column) can

be assigned to a waterfall view numerous times with different contributions and color combinations.

Summary Representation of Matrix Data

This release introduces the ability to view Matrix data in a format known as “Summaries” in the Planning

Workbench. By using Summaries, Matrix data is represented in “Table” or “Total” grid format based on Key

Figure, Characteristic and Variable combinations assigned to a particular summary type defined in the

Subset Workbench. Summaries are usage-dependent, so a user can assign different Summaries for

different Usages in a single Subset.

Change Flags after Generating Matrix

The solution now allows users to set or change certain flags before or after the Matrix is generated. The

"Can Be Any" flag allows any Characteristic value to be used. The new “Initial” flag indicates that the

Matrix is final and its data can no longer be changed.

Collecting Posted Staging Data while Processing IP Documents

As of Release E SP3, a new feature has been introduced to collect the posted staging data when the data

from IP documents updates the Matrix. A check box in Subset Usage will control whether the posted

staging data will be collected while processing IP documents. Prior to release E-SP3, the solution always

stored posted data with no option to avoid this behavior.



Composite Processing

Multiple internal documents during settlement to partners

The solution now allows settling multiple partners via subcomponent. There are two fields available at the

deployment code level to facilitate this action: “Multiple Partner Settlement” and “Multiple Partner

Accounting Documents”. In order to create multiple partner accounting documents, flags in both fields

have to be set.

Info Record Update from Calculation Run

When Price Protection amounts are posted from a Calculation Run, the validity period of Info Records need

to be updated with the appropriate validity from the corresponding Agreement rules. For Price Protection,

the Info Record update is limited only to participation validity due to this repricing being done for the whole

participation period but in some scenarios a user may want to reprice for certain dates only. With E-SP3, a

user can choose to update the info record either by Agreement dates or Evaluation dates or Participation

dates.

Navigation to Price Change Document from Calculation Run

Previous releases did not allow the user to navigate to the Price Change document from the Calculation

Run. If price protection profile is defined for revaluation type then the price change document can be

created during posting from Calculation Run. Now the solution supports the navigation to the Price Change

document created from the Calculation Run.

Proforma Creation from Calculation Run

Previous releases did not offer the ability to create a Proforma from a Calculation Run with multiple

participants. There was also no option to select a specific participant from a Calculation Run to create a

Proforma. Proforma can now be created for an individual or multiple participant(s) from the Calculation

Run in the following ways:

Creating Proforma for selective participants from Calculation Run workbench

Creating Proforma in Background from Calculation Run workbench

Creating Proforma from Calculation Run mass processing report

Creating Proforma from Calculation Run mass processing report during postings

Summarization Report via HTML

In this release, the report execution has been optimized. HTML view support for the Summarization Report

has been introduced in this release. Users can now view the result of summarization fields in the HTML

view.

Set Explosion in Tracking

Users now are able to explode sets as subcomponent characteristics. There is a new “Set Field” in

subcomponents characteristic that allows the user to maintain a field for sets explosion.

Condition Record Number as a Subcomponent Characteristic

The solution now allows condition record number to be mapped as a subcomponent characteristic.



Optimized Formula Evaluation in Tracking

To increase the performance of the subcomponent formula evaluation, the Business Script is defined with

the subcomponent table and is evaluated once with all the subcomponent lines instead of calling script line-

by-line.



Loyalty & Rewards

Awards

Storing Awards in Price Catalogs

Awards can now be published in Catalogs at the item level when the new “Awards Relevant” flag is

activated.

Redemption of Awards using Redemption Catalog

Redemption Catalog has been introduced to specify the awards products available and the amount of

points necessary to be redeemed.

Award Request Mass Upload and Posting

Award Requests can now be uploaded and posted via Mass Upload functionality. In the Award Request

Workbench, users can have the solution create an Award Request automatically from the file upload. If the

user desires to post the Award Request, the new “Award Request Post” flag may be activated and the

Award Request is posted after creation.

Award Tier Determination in Pricing

The determination of eligible Awards in both the transactional and composite Vistex solution processes

relies on the determination of the active Enrollment tier. In the Roster, the qualification for awards can

now be defined and calculated based on tiers. The new “Tier Determination” price condition type is now

available in pricing procedures to identify the tier level and the Roster.

Rosters A Roster is the eligibility of a loyalty program and is an extension of the existing Awards functionality.

Roster utilizes a tier structure. Each Roster tier defines a level of status or achievement within the Awards

program such as platinum, gold or silver. A participant’s assignment to a Roster tier can be automatically

determined and adjusted by the system or manually maintained by users.

Open and Closed Periods

The new “Periods Open/Close” tab is available in the Roster Workbench.

Enrollment Attributes

Users are now able to add additional fields to the Enrollment tab of Rosters through configuration. Adding

these fields to the Enrollment tab allows users to specify more attributes about the participants.

Revisions

The Revision tab is introduced for Rosters to allow users to track changes to a Roster.



Roster Review Sheet

Users can now also view a complete Roster in the review sheet.

Review tab in Enrollment

Enrollments in Roster are now displayed in a hierarchical tree view based on the active tier or in an ALV

grid. The default display is ALV grid.

Roster Run

Roster Run feature determines if any Roster participant is now eligible to be on a higher (or lower) tier

based on tier thresholds and the participant’s actual achievement.

Creation of Enrollment Request via Mass Upload

To upload enrollment data in the previous release, the user had to provide a Roster number within the

excel sheet in order to upload. Now, enrollment request can be created by assigning a roster and the

enrollment request type. The enrollment data can also be posted automatically after creation by selecting

the Post flag.



Data Maintenance—Pricing

General Enhancements

Enhanced Archiving

Dimensional scales, awards, sheet extension tables and sets can now be archived.

Auto-Adjusting Rule Validity Dates

The solution now can adjust the validity dates for multiple overlapping rules or condition records

automatically when the saving new rules or condition records. This functionality is available in Price Sheet

Maintenance as well as Agreement, Direct Agreement and Deals Workbenches.

Item Duplicate Checks in Pricing Catalogs

Starting with release E-SP3, the solution can perform duplication checks on Catalog items. In the definition

of a Catalog type, a new “Duplicate Item” flag that enables the duplicate check functionality. The specific

fields used to determine duplicates are configurable.

Variants for Selection in “Automated Price Maintenance”

In the “Automated Price Maintenance” transaction, in order to eliminate repetitive actions to create a price

record E-SP3 introduced variant functionality. Users can now click the new “Select a Variant” button at the

top menu to create a default layout. The default layout variant can be saved only when the price

maintenance is in the focus. The default variant can be used to review, copy or create a new price

maintenance.

Vistex-only (DMr) Materials in Catalogs

The solution can now include Vistex-only materials (materials maintained in Vistex Data Maintenance—

Resources and not published to SAP ERP master data) in Catalogs. To support DMr materials and be able

to view these materials from the Catalog Workbench, the solution now provides a new “Material Source”

flag with the options to select either SAP Materials or DMr materials as a source for the Catalog. During a

file upload, the system will identify any materials in the upload that are not available within the source

identified in the Catalog definition.

Do Not Copy Source Price Sheet to Price Proposal

In prior releases, when the user created a price proposal, both the source and target price sheets were

copied to the price proposal. Now, to restrict the copy of the source price sheet to the price proposal, a "Do

Not Copy Source" checkbox has been provided in the Condition Map ID node of the price sheet

configuration.

Integration of Rules into Material/Customer/Vendor Lists and Info Records

The same Rules functionality offered in Agreements is now available in Customer, Vendor and Material Lists

and Info Record Workbenches. When rules are assigned to a list, it automatically creates a price proposal

from the list.



Structural Pricing

New Explosion Sources

The existing Explosion Sources in Explosion Profiles has been extended in release E-SP3. In prior releases,

the solution only supported “BOM” and “Regular Structures” explosion source types. In this release

additional Explosion Sources “Manual BOM” and “Variant Conf” are also supported. The “Manual BOM”

explosion source is supported only with “top-down” explosion type. The “Manual BOM” explosion source is

also available from the Master Request Workbench using a new “Manual BOM” button.

Quantity Field

In the Master Request Workbench “Structural Pricing” pricing sheet there is a new Quantity field in the

explosion pop-up window. When the item is selected the users have the ability to explode the material. In

the Explosion window users can now add the component quantity and the base unit of measure.

Duplicate Root and Child Materials

In the Master Request Workbench the solution now allows duplicate root and child materials. There is a

new “Material Assignment” field that controls if/how duplicates are allowed: Unique across BOMs, Unique

within a BOM or Non-unique.

Master Request The “Check and Complete” feature is now available in the Master Request Workbench.

The Evaluation tab now offers Evaluations functionality.

The Proforma tab now provides flexibility to update Proforma.

The solution now also provides the following features:

option to automatically post agreement

ability to make changes to agreement from master request

options to have synchronous or asynchronous activities

existing period can be assigned to schedules

edition concert provides audit tracking to identify changes in postings and track posting data

For more information on these features, please refer to the Master Request topic in the Agreements

chapter.



Data Maintenance—Resources

Default Customer/Material Attributes for Info Records

The solution can now default attribute values into the Customer Info Record Workbench. The Info Record

attributes from Customer/Material workbenches can be defaulted into the Customer Info Record

Workbench during creation of Info Records. These attributes are same attributes that SAP populates during

creation of an SAP ECC Customer Info Record.

Also, the “Current Values” and “Description” fields are now available in the attributes.

Completion Status in List Workbenches

The solution now allows the user to set or reset the Completion Status in the Customer, Material, Vendor

and Domain List Workbenches. If the customer/material/vendor list is invalid but the object used in the list

is valid, the object can be re-used in a new list.

To accommodate above outlined scenario the solution now offers a “Completion Status” set option. It

allows users to reset the status of the list as complete or not. If a list is marked as complete, there is no

need to perform any checks and the user will not be able to make any changes to the list.

Condition Record Maintenance for Vendor Info Record

In prior releases, the condition record maintenance was performed in Vendor List only. Now, the solution

allows condition record maintenance for a Vendor Info Record. This functionality is available in Vendor Info

Record Workbench and Material List workbench.

In the Material List Type configuration there are several new fields: “Price Profile”, “Proposal Type” and

“Copy Rules”. When “Copy Rules” flag is activated, the solution will copy SAP ECC records and post the

records to the Rules tab.

In the Material List Workbench, the material list is created of the material list type. When the material list is

posted each item level will have a one info-record per item in the DMR. Only a single vendor info-record

can be maintained per each item level. Multiple info-records records with the identical vendor/material

record can be maintained for different info-records such as plant, rate, sales org, etc. at the maintenance

level at the item detail level. Each maintenance level item creates a single price proposal. When info-

records are posted the solution creates two respective vendor info records. A new “Proposal History” tab

keeps track of all price proposals.

When the “Update ECC” flag in the list type is activated and the list info-record is created and posted, the

price proposal will not be copied, however, the info-record will be posted in DMR and ECC. With the single

posting action, both the price record and the info-record are posted.

Convert Posting-Relevant Areas

While converting any Customer, Vendor or Material from SAP ECC to Vistex DMr, the data in DMr is deleted

and all of the ECC data (even the data that is not posting-relevant) is converted to DMr. This release now

provides an option to not overwrite data that is not posting-relevant during conversion.



Partial Conversion of Maintenance Levels for Customer/Vendor/Material

Prior this release, when customers, vendors or materials are converted from SAP ECC into Vistex DMr, the

solution converted entire objects and all of the maintenance levels and values. Users may desire to convert

only a portion of each object. Release E-SP3 introduces a new conversion process where a portion of an

object can be partially converted from SAP ECC into Vistex DMr. In the Customer, Vendor and Material

Workbenches, there is a new “Conversion” field to control whether objects are converted completely or

partially.

BOM Conversion Overwrite Option

Users can use the new Overwrite flag when converting BOM from SAP ECC to Vistex DMr so that the

existing BOM will get overwritten.

Data Flow

The Data Flow feature—available through the new Data Flow Workbench—allows users to maintain

Customers, Materials or Vendors in parallel through different lists. The Data Flow Workbench is introduced

to allow users to define the various Customer master data in parallel with other users in other departments.

Different users will be able to maintain information for the same customer simultaneously using different

customer lists. For example, the sales department will be able to maintain the sales district while the

finance department will be able to maintain payment terms.

Extended User Maintenance Levels

Prior to release E-SP3, the user maintenance levels functionality was limited to the areas such as hierarchy,

partners and attributes. Now the solution allows the maintenance of all areas. This enhancement is

available in the Customer, Material and Vendor Workbenches and Dashboards; the Customer, Material and

Vendor Domain Workbenches; and the Domain Workbenches and Dashboards.

List Creation via Background Job

It might be time consuming to create a list for a high volume of items in real-time. When users are saving a

list, the solution allows users to choose whether to create the list via a background job. This functionality

is available in Mass Change, Dashboard, Worklist, Profile Run, Gateway transaction, BOM Assignment

report and Mass Hierarchy transaction.

Mass Change for Status Flow

With release E-SP3, the status flow functionality has been extended. The status flow can now be updated

via the Mass Change option from the menu in the Customer, Vendor and Material Lists and Workbenches.

The mass processing engine now offers a Status tab where users can make changes to multiple status

profiles.

Status Integration in Info Record Workbench

The Status Flow functionality has been extended to the Trade Record Workbench. In the status flow, a user

can change status of the trade record and send an email to the respective person.



“Switch to Maintenance View” and “Extend” for Maintenance Levels

In order to maintain values in Maintenance Levels in the Customer, Vendor, Material and Domain

Workbenches, the user has to click the Maintenance Levels button and then maintain values, one value at

the time.

To make this functionality more efficient, the solution now offers three new functionalities.

The “Switch to Maintenance View” option allows “turning off” and removing the Maintenance Level

button in the workbench. Only areas that are relevant to the Maintenance Level will be visible. As

an example, when maintenance view is activated for sales area then only areas which are relevant for sales area and general areas and attributes will be visible. The “Maintenance View” can be used

only if it is activated for the object. When the “Extend” option is used the object can be extended for other Maintenance Levels, e.g. if

a customer is maintained only for sales area and needs to be extended to be maintained for

company code then the “Extend” feature is used to maintain company code.

When the “Deactivate” option is activated, the Maintenance View is switched back to Complete

View and the Maintenance Level button will appear again. The “Deactivate” option is available only while in the Maintenance view.

In Customer/ Material/ Vendor list Workbench, these options are only available at the global level and not

at the item level.

In a dashboard, only the “Switch to Maintenance View” option is available. Users will not able to extend

through dashboard.

In Domains, only those Maintenance Views are shown that Maintenance Levels are configured in that

Domain.

This functionality is available in Customer, Vendor and Material Workbenches; Customer, Vendor and

Material List Workbenches and Dashboards; and Domain Workbenches and Dashboards.

Address Communication Fields via Dashboard

In prior releases, the communication fields were not supported in address attributes through dashboards.

The address communication data can now be maintained through Customer and Vendor Dashboards. The

user can maintain address communication fields from the dashboard by using “default communication”

fields.

Extended Address Verification

Prior to release E-SP3, the address verification service functionality was offered for postal mailing address

fields (e.g. street, city, state, zip code). Release E-SP3 extended the address verification service

functionality to additional communication fields: e-mail address, fax number, telephone number and

extension, mobile phone, and language key.

File Template Integration and Qualifiers

File Template has been integrated into DMr List transactions and Workbenches for both upload and

download capabilities. This functionality allows users to maintain data, including maintenance level, items

and all other areas within a single row using qualifiers. A new Qualifier Workbench has been introduced to

create and maintain Qualifiers. This new concept “Qualifier” has been introduced for Customer, Vendor,



Material and Domain List File Templates. Qualifiers allow a user to specify parent-child relationships of

sections and maintain attribute data in a separate section or in a single row.

Errors Download in All Upload Reports

When an upload is not successful, users are now given the option to download the data that failed to

upload. A new flag called “Transfer Errors” has been introduced in release E-SP3. If an Upload file contains

any invalid data, the system can download the data affected by the errors into a separate file for the user

to analyze and correct.

Outgoing List Creation

New transactions are introduced to create an outgoing list for Customers, Vendors, Materials or Domains.

Each transaction allows the user to run this process in the background and for more than one list at a time.

User Status Values in Customer/Vendor/Material Lists and Workbenches

Release E-SP3 introduces the functionality to search the Customer, Vendor and Material Lists and

Workbenches using status management-related fields. There are two new search options for Active User

status and Inactive User status in each Workbench.

Facet Filter using Attributes

Facet filtering in the Gateway Transaction was not available prior to release E-SP3. This new functionality

provides extension to the selection of the material attributes in the same manner as in any retail website.

Facet functionality now allows users to filter materials by their attributes such as brand, color, size, price,

in-store/online availability, etc. Any of the attributes available from the facet view level are filterable.

Domains

Domain List Creation

In prior releases, a Domain List could be created only from the Domain List Workbench. In release E-SP3,

the Domain List can now be created directly from the Customer, Vendor or Material Domain Workbench.

The user can select multiple Domains to create a Domain List.

Workbench Mass Change

Purpose of providing this functionality is to change text, ML and status for more than one domain at a time

i.e. mass change. This functionality is available in Customer/Material/Vendor domain.

In the domain workbench a Mass Change button was added. User can use Mass Change to modify texts,

maintenance level values, and statuses. The user can select multiple domains at a time from the worklist

and perform changes.

Domain Copy

Users can now copy one domain to other domain. This functionality is available in Customer, Vendor and

Material Domain Workbenches. Users can now create multiple copies for a single domain using the “Copy”



feature, or the users can use new “Multiple Copy” button to copy multiple documents from multiple

domains.

Dashboard Navigation

Users are now able to navigate to the Domain Dashboard from any of the Customer, Vendor and Material

Domain Workbenches. The user can select multiple domains at once and, by clicking the Navigate button,

the user can navigate to the dashboard to make changes to the selected domains.



Data Privacy

Germany Federal Data Protection Act To help with legal complexities of data privacy, the German Data Protection Authority (DPA) issued a set of

guidelines to help software providers structure their business arrangements. The purpose of this Act is to

protect individuals against infringement of their right to privacy as the result of handling their personal

data. Version E-SP3 of SAP Solution Extensions by Vistex are now compliant with Germany’s Federal Data

Protection Act.

Blocking Business Partner Master Data

The authorized user assigns a Retention Period to the customer master data. Retention periods are

maintained for master data objects to ensure the destruction of application data after the end of retention

period.

The Business Partner Master Data has to be blocked after a retention period specified by business. After

the customer master data has been blocked only authorized users are able to display the data, the data is

no longer available to be changed. When the master data is blocked it’s no longer relevant for business

activities. The data can be blocked after all of the documents pertaining to the customer master data have

been closed.

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RELEASE 6.0E Support Package 3 · 2017-09-25 · Vistex Release 6.0E – Support Package 3 8...

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