Bookshelf Home | Contents | Index | Search | PDF |
Siebel Consumer Sector Guide > Sales Volume Planning > Administrator Procedures for Sales Volume Planning >
Copying Baseline Basis Quantity to Baseline Planning Quantity
After adjusting the baseline basis quantity, you can copy the baseline basis quantity to the baseline planning quantity. End users, such as regional sales managers, use the baseline planning quantity as their planning quantity and adjust it to reflect their market expectations for the sales volume planning period.
To copy the Baseline Basis Quantity to the Baseline Planning Quantity
- From the application-level menu, choose View > Site Map > Sales Volume Planning Administration.
- In the Action form, add a new record.
- Fill in the fields in the order given:
- Name
- Account
- Category
- Source Field
- Source Start Period
- Source End Period
- Target Field
- Target Start Period
- Target End Period
Some of the fields in the Action form are described in the following table.
- From the Action drop-down list, select Copy Field.
- Click Execute Action.
The status of Pending appears in the Status field. After the fields are copied, the Status field changes to Complete and a dialog box appears, confirming that the action was successful. The Baseline Planning Quantity field in the Category Baseline list of the Account Baseline Explorer view is now populated with your adjustments.
Bookshelf Home | Contents | Index | Search | PDF |
Siebel Consumer Sector Guide Published: 18 April 2003 |