Before you can start creating your PCF reports, the first step is to create the company hierarchy in the Company tab and add the product to be balanced in the Product list tab. We have created a separate article for creating the company hierarchy, which you can find here.
Product list
All products that have already been created can be seen in the product list. A new product can be added using the Add product button in the top right-hand corner.
Add a new product
A new page opens where you can enter the product name and, if available, a product code. The Object of assessment field is currently greyed out and set to a single product. In future, you will also be able to specify an entire range or product line here.
Assigning production sites to a product
When creating a product, the associated production sites are also assigned via the Structural elements drop-down menu. The company hierarchy created in the Company tab is displayed here. By selecting the checkboxes, you can specify at which of the sites the product to be balanced is manufactured. The selected locations are automatically transferred to the PCF reports for this product.
Note: If you remove the link between a production site and a product, any PCF reports that have already been created will remain unaffected. You can edit the sites in reports that have already been created via the report's basic data.
Using archived structural elements for previous years
Below the current company hierarchy, you can view the archived structural elements. These are structural elements that are no longer part of the company hierarchy in the Company tab, but are still assigned to one of your products or used in PCF or CCF reports. You can also select these structural elements to assign them to a product.
Click on Add product to create the entry and add it to the product list.
The product list can be sorted by product name or product code. Existing entries can be edited or deleted. Please note that:
- changes to a product do not have a retroactive effect on reports that have already been created.
- the associated data is deleted when a product is deleted. A PCF report can then no longer be created for this product. Existing PCF reports are retained.