Siebel Consumer Sector Guide > Sales Volume Planning > Administrator Procedures for Sales Volume Planning >

Building Account-Product Trees

The Sales Volume Planning Build Tree action executes and builds the account-category relationships defined earlier in the physical database. After this process is complete, Sales Volume Planning users can navigate the associated account-category hierarchy to understand or change periodic product movement data.

Products must be associated with their respective account's authorized product distribution list. For more information, see Product Distribution.

NOTE:  It is recommended that you run the Build Tree process only once a week or any time there is a change to either the Account or Product hierarchy definitions, or if aggregation of data is necessary.

To build an account-product tree

  1. From the application-level menu, choose View > Site Map > Sales Volume Planning Administration.
  2. In the Action form, add a new record.
  3. Fill in the fields of the Action form that are described in the following table.

    4. Field
    Comments
    Name
    The name of the sales volume plan.
    Source Field
    The source of the account-product tree — for example, Shipped Quantity or Consumed Quantity. The Source Field may also include Target or Baseline data from an earlier period or imported data.
    LOV Type: SVP Source
    Source Start Period
    The starting period of the source field.
    Source End Period
    The ending period of the source field.

  4. From the Action drop-down list, select Build Tree.
  5. Click Execute Action.

    6. Pending appears in the Status field. After the account-product tree is built, the Status field changes to Complete and a dialog box appears, confirming that the action was successful.

NOTE:  Running Build Tree for the first time will create a large amount of transaction records. It is recommended that you perform this function in an environment that will allow optimum performance. To improve the performance, switch off transaction logging during Build Tree and reextract all mobile clients afterwards. See the Siebel Remote and Replication Manager Administration Guide for details. Make sure that the Siebel database is configured according to the recommendations in the Siebel Server Installation Guide for the operating system you are using.

Copying an Account-Product Tree

After establishing an account-product tree, you can copy the entire tree within a single product movement table, such as Baseline. You need to perform this procedure when you want to carry forward all values within a single movement type from one account-product period to another, (for instance, from WK01 to WK02 or from WK01-WK52 2000 to WK01-WK52 2001). You can also perform this procedure if the data for a future period is identical or based on data from a prior period.

To copy an account-product tree

  1. From the application-level menu, choose View > Site Map > Sales Volume Planning Administration.
  2. In the Action form, add a new record.
  3. Fill in the fields in the order given.

    4. Some of the fields in the Action form are described in the following table.

    Field
    Comments
    Account
    The account in the account-product hierarchy that will be copied.
    Category
    The category in the product-category hierarchy that will be copied. Fill in either the Category field or the Product field.
    Name
    The name of the sales volume plan (for example, Fall Build Tree Process).
    Product
    The product in the product-category hierarchy that will be copied. Fill in either the Category field or the Product field.
    Source End Period
    The ending period of the source field.
    Source Field
    The source field that will be copied from.
    LOV Type: SVP Source
    Source Start Period
    The starting period of the source field.
    Target End Period
    The ending period of the target field.
    Target Field
    The target field that will be copied to.
    LOV Type: SVP Source
    Target Start Period
    The starting period of the target field.

  4. From the Action drop-down list, select Copy Tree.
  5. Click Execute Action.

    6. The status of Pending appears in the Status field. The complete source tree is copied within a single product movement table, such as Baseline. After the account-product tree is copied, the Status field changes to Complete and a dialog box appears, confirming that the action was successful.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003