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Defining the SVP Hierarchy

Connecting the account hierarchy with the category-product hierarchy establishes the SVP hierarchy, also known as the account-product tree. You can connect these hierarchies by associating accounts in the account hierarchy with the categories in the category-product hierarchy.

CAUTION:  Make sure the account hierarchy is explicit and contiguous, with every account in the hierarchy having a parent account except the root account. All organizational entities that are part of sales volume plans must exist in this SVP account hierarchy.

Several methods can be used to make these associations, and you may use a combination of them to define your SVP hierarchy:

• Manually associating, as described in this section.
• Importing the associations with the data from a back-office system.
• Automatically making associations in the hierarchy by running Aggregate, as described in Performing the Initial Aggregation.

CAUTION:  Running Aggregate can save you time from manually establishing associations between every account and category-product hierarchy. However, the Aggregate action aggregates sales volume data, which can take a long time to complete. Therefore, if you rely on Aggregate to create these associations, you should import the SVP data before running Aggregate.

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

Manually Associating Categories with Accounts

You can manually associate categories with accounts. This task is a step in Defining the SVP Hierarchy.

To manually associate a category with accounts

1. Navigate to the Administration - Catalog screen > SVP Categories view.
2. Drill down on the Category Name field hyperlink for a selected category.

   The SVP Category Details form appears.

3. From the visibility filter, select SVP Category Accounts.
4. Scroll down to the Accounts list and create a new account record.
5. In the Pick Account dialog box, select the accounts you want to add to the category, and then click Add.

Manually Associating Subcategories with Accounts

You can manually associate subcategories with accounts. This task is a step in Defining the SVP Hierarchy.

To manually associate a subcategory with accounts

1. Navigate to the Administration - Catalog screen > SVP Categories view.
2. In the All Categories list, select the subcategory you want to associate with accounts.
3. Click the Category Name hyperlink for the subcategory.

   The SVP Category Details view appears.

4. From the visibility filter, select SVP Category Accounts.
5. Scroll down to the Accounts list and create a new account record.
6. In the Pick Account dialog box, select the accounts you want to associate with 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 SVP Aggregate action is performed. You can make these changes from one of the following Sales Volume Planning views or through the general Data Administration views for Accounts.

This task is a step in Defining the SVP Hierarchy.

To modify an account-category hierarchy

1. Navigate to the Administration - Catalog screen > SVP Categories view.
2. In the All Categories list, select a category record.
3. From the visibility filter, select SVP Category Accounts.
4. Scroll down to the Accounts list, select an account record, and modify the Parent Account field.

   NOTE:  When changing an account hierarchy structure for use with SVP, administrators must perform the Aggregate 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 subaccount.

Related Topic

Performing the Initial Aggregation

Deleting Account-Category Hierarchies

You can delete an account-category association by removing the account from the SVP Category Accounts view. After making this change, the Aggregate process must be performed. For information on the Aggregate process, see Performing the Initial Aggregation.

This task is a step in Defining the SVP Hierarchy.

To delete an account-category hierarchy

1. Navigate to the Administration - Catalog screen > SVP Categories view.
2. In the All Categories list, select a category record.
3. From the visibility filter, select SVP Category Accounts.
4. Scroll down to the Accounts list, select an account record, and delete it.