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This report is solely for internal use. No part of it may be circulated, quoted, or reproduced for distribution outside the organization without prior written approval from ITC Infotech.

©2013 ITC Infotech

Environmental regulationsEffici

ency

Decision making

24*7 AvailabilityProduct quality Collaboration

Cost reduction

Process optimization

Gove

rnan

ce

Speed-to-market

FlexPLM – Customized Line Plan RollUpSep 2014-By Archana Saha

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List of Contents

1. Use Case for Custom Line Plan RollUp2. Scalable Architecture Design3. Issues faced in Integration Testing4. FAQ’s

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Use Case for Custom Line Plan RollUp

Assume that Seasonal Line Plan has relevant Bucket Level Attribute data.

I. Scenario 1 Goto Line sheet -> Season -> Planning -> Update Existing Plan. Fill in the values for various columns in Plan. Update the Plan -> Click on Save / Save and Done. User will see the values of the Plan Rolled Up on the View Page of Plan, displaying rolled Up Total

and Sub Total values. System does not require OOTB Ctrl+Click to Roll Up Plan values.

II. Scenario 2 Goto Line sheet -> Season -> Planning -> Create New Plan. Fill in the appropriate Bucket attributes and values for various columns in Plan. Click on Save / Save and Done. User will see the values of the Plan Rolled Up on the View Page of Plan, displaying rolled Up Total

and Sub Total values. System does not require OOTB Ctrl+Click to Roll Up Plan values.

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Scalable Architecture Design

Extracts all the LineItems from FlexPlan Object.

Categorize the LineItems based on Levels, IDA2A2, ColumnKey.

Calculate total and SubTotals for all the Levels and Persist the data to

Plan

User Update/Create Plan

SSP on FlexPlan(Event - PLAN_ROLL_UP)

RollUp Plan Processing

View PlanPlan Values Rolled Up

A. Custom line Plan RollUp

Save/Save and Done

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Issues faced in Integration Testing

Rolled Up data was not persisting on Save of Plan, it was only persisting on click of Save and Done. The plugin event was changed to PLAN_ROLL_UP for resolution.

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FAQ’s

Is it Flexible with Levels of Plan?• Currentlty it works only for 2 Bucket Levels of Plan. Code can be reworked to make generic

with levels of Plan. Does OOTB Rollup has any affect on Custom RollUp?• No, OOTB Rollup is Independent, though we have disabled the OOTB Rollup as it is not being

used. Can Custom RollUp include any number of columns?• Yes, the RollUp is flexible with the Columns, it requires only Property entry change.

How is the performance for Custom RollUp?• The code has been efficiently written to handle large amount of Data. RollUp happens in

fraction of seconds for huge data.

Thank You

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