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Populating Locks

After building an SVP hierarchy, you populate the hierarchy's locks. Populating locks protects data from being edited by multiple users simultaneously and allows remote editing of forecast data.

NOTE:  Until you populate the locks, SVP data is not visible to end users.

Locks are populated at the account level. This prevents users at lower account levels from overwriting modifications made by higher account level users.

This task is a step in Process of Sales Volume Planning.

To populate SVP hierarchy locks

1. Navigate to the Administration - Sales Volume Planning screen.
2. Click the Other Actions view tab.
3. In the Other Actions form, create a new record.
4. From the Action Type field drop-down list, select Populate Locks, and then fill in the Description field.
5. Click Execute Action.

   In the SVP Action list, the status of Pending appears in the Status field. After the locks in the hierarchy are populated, the Status field changes to Complete and a dialog box appears, confirming that the action was successful.

Related Topic

Locking and Modifying SVP Data (End User)