Schedule Account Plan Calculation V2

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