Update Master data based on approved values

Can I know how to update existing master data with approved values at end of approval cycle without overriding the existing data set ?

Thanks

Tejaswini

Accepted answers

All comments

Misbah

@tejaswini

Can you please furnish more details. What data set are we talking about here?

tejaswini

@Misbah

I have a customer-product list wrt that i have product price,product volume as my master data.So customer will raise a request to change product price or product volume if needed then approver will approve the changed product price and volume . How can I update master data based on approved values without changing master data.

For Example:

XYZ product has 90 as product price(master data)

ABC customer changed product price of XYZ product to 100 then suppose if Approver approved that 100 then how can I update master data ie 90 with approved value 100 without override that 90

Misbah

@tejaswini

Why don't you create another line item in your Data module and store the new Information in new line item. Assuming all approvals happen outside Anaplan - Bring the values and store into new line item and write IF else statement based on the logic

Even if the price change and approval happens within Anaplan you still need to store this updated values in new line item and write if else statements about which price should be considered for calculations.

wquan

Agreed with Misbah, using another line item also provides visibility over what the original vs. altered values are as well.

If you're doing the override within Anaplan, then use Misbah's comment of IF ELSE statements to identify what has been overriden... and if you're being fancy you can even use Dynamic Cell Access (DCA) to stop people from unapproving

Quick Links

Can you help?

Unanswered questions

A reminder of Bulk Copy - Current year to Prior year version for YoY analysis
A quick reminder of the Bulk Copy functionality. Bulk Copy allows you copy large volumes of data from one slice of a model to another in a single, optimised operation, instead of using formulas or imports. Use case: copy a version (RF1) into a prior year version (PY RF1) using a versions list to allow for year-on-year…
Looking for Anaplan End-Users to take a short survey!
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
CERTIFICATION BADGES - ANNOUNCEMENT
Anaplan Champions! The Community team just posted this announcement that certification badges may not be showing up on your profile probably until next year. Rest assured, you will get credit once you complete and pass the exams. https://community.anaplan.com/t5/Blog/Badges-Back-Soon/ba-p/123385