Product Planner Dialog Box and Field Reference

Take Rate

Editor Dialog Box

To access: With a Capital Systems Integrator diagram open, press Space Bar and enter Take Rates, or right-click a pro product plan in the Project Browser Window and choose Take Rates.

Use this dialog box to specify annual vehicle platform volume and to specify take rates for options.

Note

With a design open in the diagram window, you can press Space Bar, enter Take Rates, and select the Take Rates ribbon action. This opens the Take Rate Editor for the plan associated with the open design. To use this dialog box, you must a valid Capital Configuration Optimizer license and have enabled it.

The system administrator enables access to add-on functionality (such as Product Planner) by using license policies and user groups (see “License Policy” in the Capital Access Manager User Guide.

Objects

Field	Description
Annual Volume	Specify the projected number of vehicles expected to be ordered for the platform during a given model year.
Edit Mix Rates	Click this to specify mix rates for vehicle models. See Editing the Mix Rates for Vehicle Models.
Error Threshold	You can allow some inconsistency in the entered take rate data by setting a percentage error threshold. For example, if you enter 1% here, the Calculated Error column displays any values greater than 1% in red. Those values are also displayed in red in the HTML report and in the output window during full complexity and optimized complexity calculations. Inconsistent data does not prevent you or the system from proceeding with any operations.
Split Option by	Sometimes options have different take rates in different scenarios, for example, different markets or different vehicle models. You can therefore split the options in the table (that is have multiple rows for each one) and enter those take rates separately. You use this drop-down to determine how you split the options in the table: All Vehicle Models The options have a row for each vehicle model. Variants You can select a variant group. The options then have a row for each variant in the group. For example, you may have a variant group LHD_RHD. You can then enter a take rate for the option when the LHD variant is used and a take rate for when the RHD variant is used. Custom Groups You can create your own custom groupings for splitting the table by clicking the Launch custom group manager dialog () button; the Edit Custom Groups Dialog Box displays. When you select the group in this drop-down, the options have rows for each variant expression in the group.
Option take rate table	Lists the options in the product plan and allows you to enter the take rates for them.
Option	The name of an option available in the product plan. All options from the product plan display in this column. The filter at the top of this column allows you to: Select an option folder (restricts the displayed options to only those in the folder). Enter a string (restricts the displayed options to only those containing that string). To select a filter previously used in this session (listed under History). You can hold your mouse cursor over the end of an option field and click the Click to view an HTML report on this option () button; this displays an HTML report that provides information about options, their restrictions, their application to vehicle models, the mix rate and take rate you entered, the calculated mix rate and take rate, and the difference between them (otherwise referred to as the error). You can copy and paste tabular information from the report into Microsoft Excel.
Split	Displays the vehicle model, variant, or custom variant expression for which you are entering a take rate.
Take Rate	Enter the take rate for the option. If an option is always present or never present on vehicle models (based on the product plan), the value 100% or 0% displays and you cannot edit it. The filter at the top of the column allows you to restrict the displayed take rates to only those you can edit.
Calculated Error	Indicates whether any entered take rate data is inconsistent. The percentage displayed here is the difference between your manually-entered take rate and the system-calculated take rate. To view the calculated take rate, hold your mouse cursor over the calculated error; a tooltip displays it. Whenever you enter take rate data, this column displays Needs Update until you click the Recalculate errors based on updated take rates () button. If the percentage value displays in red, this indicates that the calculated error exceeds the specified Error Threshold. This does not prevent you or the system from proceeding with any operations. The filter at the top of this column enables you to display only rows where the error exceeds the Error Threshold.

Parent Topic:

Product Planner Dialog Box and Field Reference