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Siebel Consumer Goods Guide > Sales Volume Planning > Defining the SVP HierarchyConnecting 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:
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 AccountsYou can manually associate categories with accounts. This task is a step in Defining the SVP Hierarchy. To manually associate a category with accounts
Manually Associating Subcategories with AccountsYou can manually associate subcategories with accounts. This task is a step in Defining the SVP Hierarchy. To manually associate a subcategory with accounts
Modifying Account-Category HierarchiesYou 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
Related TopicDeleting Account-Category HierarchiesYou 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. |
Siebel Consumer Goods Guide |