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

Setting Up Account-Category Hierarchies

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To perform sales volume planning, you must establish an explicit and contiguous account hierarchy where every account in the hierarchy has a parent account, except the root account. The root account is the highest level account in an account hierarchy. Organizational entities that are part of sales volume plans must exist in this SVP account hierarchy.

Account-category definitions must be defined and visible. For account-categories to be visible, they must exist in the category-account list. The account-category hierarchy links are automatically created when you execute the sales volume planning action, Build Tree. You can also manually specify, modify, or delete account-category associations.

Creating an Account-Category Hierarchy

Account-category hierarchies are created by associating categories with accounts.

To create an account-category hierarchy

From the application-level menu, choose View > Site Map > Catalog Administration > All Categories.
In the Categories list, select a root category.
Drill down on the Category Name hyperlink.
From the Show drop-down list, select SVP Category Accounts.
In the Accounts list, add a new record.
In the Add Accounts dialog box, select the accounts you want to add to the category, and then click Add.

Creating an Account Subcategory Hierarchy

Account subcategory hierarchies are created by associating subcategories with accounts.

To create an account subcategory hierarchy

From the application-level menu, choose View > Site Map > Catalog Administration > All Categories.
In the Categories list, select a subcategory of the previously defined category.
Drill down on the Category Name hyperlink for the subcategory.

The Product Catalog Category Detail Administration view appears, and the selected subcategory appears in the Category Form.

From the Show drop-down list, select SVP Category Accounts.
In the Accounts list, add a new record.
In the Add Accounts dialog box, select the accounts you want to add to the subcategory, and then click Add.

Modifying Account-Category Hierarchies

You can modify account-category hierarchies to reflect changes to accounts and categories within your organization. An account-category hierarchy is modified whenever a parent-child account relationship is changed. Changes to a parent-child account relationship can be performed by designating a new or different parent account for a given account record. This change is enforced when the Sales Volume Planning Build Tree action is performed. An administrator can make these changes from one of the following Sales Volume Planning views or through the general Data Administration views for Accounts.

To modify an account-category hierarchy

From the application-level menu, choose View > Site Map >Catalog Administration > SVP Category Accounts.
In the Category form, select a category.
In the Accounts list, select an account and modify the Parent Account field.

NOTE:  When changing an account hierarchy structure for use with Sales Volume Planning, administrators must perform the Build Tree action. Special consideration must be taken if the hierarchy change affects a parent account in such a way that it no longer has an associated sub-account. In such a case, please contact Siebel Technical Support.

Deleting Account-Category Hiearchies

You can delete an account-category association by removing the account from the Account Category View. After making this change the build tree process must be performed. For information on the build tree process, see Building Account-Product Trees.

To delete an account-category hierarchy

From the application-level menu, choose View > Site Map > Catalog Administration > Category Accounts.
In the Category form, select a category.
In the Accounts list, select an account and delete the record.

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