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'.

Table "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
}

Table "Quota Order Numbers" {
    "Quota Order Number SID" int [pk]
    "Quota Order Number ID" char(6)
    "Validity Start" date
    "Validity End" date
}

Table "Measures" {
    "Measure SID" int [pk]
    "Geographical Area SID" int [pk]
    "Geographical Area ID" char(4)
    "Quota Order Number SID" int [pk]
    "..." "..."
}

Table "Geographical Areas" {
    "Geographical Area SID" int [pk]
    "Geographical Area ID" char(4)
    "..." "..."
}

Table "Quota Order Number Origin Exclusions" {
    "Quota Order Number Origin SID" int [pk]
    "Excluded Geographical Area SID" int [pk]
}

Ref: "Quota Order Number Origins"."Quota Order Number SID" > "Quota Order Numbers"."Quota Order Number SID"
Ref: "Geographical Areas"."Geographical Area SID" > "Quota Order Number Origins"."Geographical Area SID"
Ref: "Geographical Areas"."Geographical Area ID" > "Quota Order Number Origins"."Geographical Area ID"
Ref: "Quota Order Number Origin Exclusions"."Quota Order Number Origin SID" > "Quota Order Number Origins"."Quota Order Number Origin SID"
Ref: "Quota Order Number Origin Exclusions"."Excluded Geographical Area SID" > "Geographical Areas"."Geographical Area SID"
Ref: "Measures"."Geographical Area SID" > "Geographical Areas"."Geographical Area SID"
Ref: "Measures"."Geographical Area ID" > "Geographical Areas"."Geographical Area ID"

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.