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Siebel Consumer Sector Guide > Sales Volume Planning > Administrator Procedures for Sales Volume Planning >
Copying Baseline Planning Quantity to Baseline Quantity
A baseline quantity is the number of products that would have been sold in the absence of promotional events. After establishing a baseline quantity, key account managers can use this value in conjunction with the Siebel Trade Promotions module to better plan incremental promotional volume at an account. Baseline quantity can also be used to establish and generate volume targets.
To copy the Baseline Planning Quantity to the Baseline 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 Quantity field in the Category Baseline list of the Account Baseline explorer view is now populated.
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Siebel Consumer Sector Guide Published: 18 April 2003 |