The document provides an overview of planned features for StoryPulse Server version 3.6.0 including stockist master and stock capture, stockist visibility, current month closing and mid-month balances, and report visibility for the month. Key areas are maintaining stockist details in CRMOD, allowing entry of previous month closing balances, mid-month balances, and current month closing balances within specified date ranges, and providing monthly report visibility for managers. Sharing of stockist data between sales reps will be enabled in a subsequent release.

1. January 10th
2017
StoryPulse
Planned Scope for Server Version 3.6.0

2. Disclaimer ......................................................................................................................3
Purpose..........................................................................................................................4
Planned Scope...............................................................................................................4
Stockist Master and Stock Capture...............................................................................5
Stockist Visibility ...........................................................................................................5
Current Month Closing Balance and Mid-Month Balance (Qty).................................6
Report Visibility for the Month.....................................................................................6
Out of Scope..................................................................................................................6

3. Disclaimer
This document in any form, software or printed matter, contains
proprietary information that is the exclusive property of
FocalCXM. This document and information contained herein may
not be disclosed, copied, reproduced or distributed to anyone
outside without prior written consent of FocalCXM. This
document is for informational purposes only and is intended solely
to assist you in planning for the implementation and upgrade of
the product features described. It is not a commitment to deliver
any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and
timing of any features or functionality described in this document
remains at the sole discretion of FocalCXM. Due to the nature of
the product architecture, it may not be possible to safely include all
features described in this document without risking significant
destabilization of the code.

4. Purpose
This document provides an overview of the strategic product plans
for StoryPulse and related options from FocalCXM. It is intended
solely to help StoryPulse customers understand the value
proposition in upcoming releases.
Planned Scope
As of December 2016, the version of StoryPulse available in the
market is 3.5.0. This document highlights the key areas of
innovation planned for StoryPulse Server 3.6.0 as described below.
 Stockist Master and Stock Capture
 Stockist Visibility
 Stock closing balance for weekly, mid and month end.
 Report visibility for the Month.
 Out of Scope

5. Stockist Master and Stock Capture
Stockist Master is maintained under CRMOD (details will come
from SAP). For each stockist, the geography details based on area
and sales line will come from the Business team for maintaining
accessibility of the Stockist under CRMOD/iSales /StoryPulse.
In CRMOD, the Sales Representatives will be able to view
stockists as per the territory definition, whereas for an Area
Business Manager, all stockists of his Area SL Name will be
visible.
Stockist Visibility
Product details (Name, Code) will be the same as SAP. Product
Details need to be maintained under CRMOD/isales/StoryPulse
with the help of Business/SFE.
SKU level products will be shown at the cascade pick list of
Business Units, such that all the corresponding names are shown
to the Territory Business Managers as per his Business Unit.
There could be two Territory Business Managers entering the
Product details of the same stockist for the same month or year. In
such a case, only the latest records will be retained in CRMOD and
shown under StoryPulse.

6. Current Month Closing Balance and Mid-Month Balance
(Qty)
 Monthly Closing Balance (Qty) of previous month will
appear as a display only.
 Current month Closing Balance (Qty) and Current Mid-
Month Balance (Qty) can be entered as per business
requirement.
 A Sales Rep can enter the previous month’s closing balance
from the 1st to the 10th of the current month.
 Depending on the Business Unit, there is an option to store
at the week level also.
For this release, the Mid-Month (Qty) entry is allowed only
between the 1st and the 20th of the Month. And the Current
Month Closing Balance can be entered from the 21st to the end of
the month.
Report Visibility for the Month.
Report visibility will be available for the ABMs to enter Stockist
wise details for the Month. Monthly visibility of data (reported in
CRMOD/StoryPulse) will be available for ABMs and Managers to
communicate on error records for rectification. Any additions or
deletions (Stockist, Products to Business Unit) can be done after
the Month (locked date) and can be controlled manually by the
SFE team.
Out of Scope
 Team level Stockist Data Sharing between reps will be
enabled in the subsequent release.