Schedule Account Plan Calculation V2

Schedules the calculation of account plans. Batch chains support editable account plans. It can schedule up to 500 account plan IDs for calculation.

Use this endpoint to calculate the Account Plan, which is handled by Customer Business Plans when creating a new project. See Account Plans and Customer Business Plans.

Resource

1SCHEDULE_ACCOUNT_PLAN_CALCULATION_V2

Available version

55.0

Apex Request Example

Baseline Plan Calculation

1// name of the salesorg for which the hob should be scheduled
2String salesOrg = '0001';
3<namespace>.ScheduleAccountPlanCalculationV2Callout callout = new <namespace>.ScheduleAccountPlanCalculationV2Callout(salesOrg);
4
5// Log Transaction Id
6String txId = <namespace>.TransactionHandler.getTransactionIdentifier();
7
8// Job object
9<namespace>.Job job = new <namespace>.Job();
10job.JobChainName = 'TPM_Calculation_Chain_<timestamp>';
11job.JobName = 'AccountPlanCalculationBasic';
12job.BatchChainType = 'default';
13
14// Account Plans in Scope
15List<cgcloud__Account_Plan__c> accountPlansToCalculate = [
16    SELECT Id FROM cgcloud__Account_Plan__c WHERE cgcloud__Sales_Org__c = :salesOrg 
17    // AND ... 
18];
19
20<namespace>.ScheduleAccountPlanCalculationV2Callout.Options options = new <namespace>.ScheduleAccountPlanCalculationV2Callout.Options();
21options.writebacksubsets = new List<String> { 'basic' };
22options.cleanupobsoletemeasures = false;
23
24
25<namespace>.OffplatformCalloutResponse response = callout.execute(txId, job, accountPlansToCalculate, options);
26
27if (response.status != 200) {
28   // Handle error
29}

BusinessPlan Calculation

1// name of the salesorg for which the hob should be scheduled
2String salesOrg = '0001';
3<namespace>.ScheduleAccountPlanCalculationV2Callout callout = new <namespace>.ScheduleAccountPlanCalculationV2Callout(salesOrg);
4
5// Log Transaction Id
6String txId = <namespace>.TransactionHandler.getTransactionIdentifier();
7
8// Job object
9<namespace>.Job job = new <namespace>.Job();
10job.JobChainName = 'TPM_Calculation_Chain_<timestamp>';
11job.JobName = 'AccountPlanCalculationBusinessPlan';
12
13// Account Plans in Scope
14List<cgcloud__Account_Plan__c> accountPlansToCalculate = [
15    SELECT Id FROM cgcloud__Account_Plan__c WHERE cgcloud__Sales_Org__c = :salesOrg 
16    // AND ...  
17];
18
19<namespace>.ScheduleAccountPlanCalculationV2Callout.Options options = new <namespace>.ScheduleAccountPlanCalculationV2Callout.Options();
20options.writebacksubsets = new List<String> { 'businessplan' };
21options.cleanupobsoletemeasures = false;
22
23
24<namespace>.OffplatformCalloutResponse response = callout.execute(txId, job, accountPlansToCalculate, options);
25
26if (response.status != 200) {
27   // Handle error
28}

Consumer Goods Cloud Developer Guide

Schedule Account Plan Calculation V2