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Quota geography

Assigning quotas to geographic areas

A quota can be assigned either to an individual country or to a group of countries.

It is also common to exclude countries from a country group.

Read more about geographical areas.

Read more about quotas.

Managing geography

A first come, first serve quota only works when the full set of quota tables and measure tables are all set up and synchronised. It is important to understand a few points around the geography of these 2 entities in order to create the right data.

Geography has to be set correctly against both the measure and the quota order number. This is done through the many-to-many linking table ‘quota order number origins’.

Database Quota Order Number Origins Quota Order Number Origins Quota Order Number Origin SID int pk Quota Order Number SID int pk Geographical Area SID int pk Geographical Area ID char(4) Validity Start date Validity End date Quota Order Numbers Quota Order Numbers Quota Order Number SID int pk Quota Order Number ID char(6) Validity Start date Validity End date Quota Order Number Origins:e->Quota Order Numbers:w Measures Measures Measure SID int pk Geographical Area SID int pk Geographical Area ID char(4) Quota Order Number SID int pk … “…” Geographical Areas Geographical Areas Geographical Area SID int pk Geographical Area ID char(4) … “…” Measures:e->Geographical Areas:w Measures:e->Geographical Areas:w Geographical Areas:e->Quota Order Number Origins:w Geographical Areas:e->Quota Order Number Origins:w Quota Order Number Origin Exclusions Quota Order Number Origin Exclusions Quota Order Number Origin SID int pk Excluded Geographical Area SID int pk Quota Order Number Origin Exclusions:e->Quota Order Number Origins:w Quota Order Number Origin Exclusions:e->Geographical Areas:w

Strategies for managing origins and exclusions

Quota order number origins have start dates and end dates.

Quota order number origin exclusions do not have start dates and end dates.

If you want to alter the quota order number origin exclusions for a quota, and you do not want it to happen immediately, you cannot just add the exclusion to the origin: it will take effect immediately, which is almost certainly not the requirement. In this case, there are 2 options:

  • either end the origin and start another origin
  • or end the quota order number and start another quota order number with a new origin

Validation rules

Code Description
ON13 An exclusion can only be entered if the order number origin is a geographical area group (area code = 1).
ON14 The excluded geographical area must be a member of the geographical area group.
ON4 Mandatory subrecord rule that referenced geographical areas must exist.
ON5 There may be no overlap in time of two quota order number origins with the same quota order number SID and geographical area id.
ON6 Validity contained rule for geographical areas referenced by quota order number origins, that the validity period of the former must span the validity period of the latter.
ON7 Validity contained rule for quota order numbers referenced by quota order number origins, that the validity period of the former must span the validity period of the latter.

Read the business rules for quotas in the system documentation.