To view and edit the purchasing conditions and the Margin in the Media Plan, two steps are necessary: you need the correct User Right and you must add the corresponding columns in the category's View Manager.
Prerequisite: The User Right
As a user, you need the corresponding Category Right to view the purchasing side of the planning:
- Right: View purchasing perspective
Adding Metrics in the View Manager
Once the Add-On for Margin and the corresponding User Rights have been activated, new metrics are available in the View Manager. Proceed as follows to create a new View or adjust an existing one:
- Navigate to the Einstellungen (Settings) category in Mercury.
- In the View Manager of the relevant category, select the Bearbeitung (Edit) function for a view.
- Add the new metrics to the view. You can identify them by the following characteristics:
- Metrics that carry the suffix (Einkauf) (Purchasing) in brackets (e.g., "FORECAST: Gross price (Purchasing)").
- Metrics that contain Margin in the name (e.g., "Margin (%)").
- The Price Entry Mode column.
- Save the View. It can now be used by all users with the appropriate rights.
Note: Metrics without a suffix always refer to the Selling Conditions (e.g., "FORECAST: Gross Price"). Only when the suffix (Purchasing) is appended does it refer to the internal Purchasing Conditions.