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Generating Baseline Basis Quantities for Existing Products

For existing products, you can use shipments or consumption data from an earlier period or baseline data from a demand planning tool as the source for generating a baseline basis. After determining the source of the baseline basis, for example historical shipment, you copy these records to the baseline basis quantity.

To generate a baseline basis quantity for an existing product

1. Navigate to the Administration - Sales Volume Planning screen.
2. Click the Copy Actions view tab.
3. In the Copy Actions form, create a new record.
4. From the Action Type field drop-down list, select Copy Field.
5. In the Account field, select the highest level account structure; for example, All Accounts or Company HQ.
6. Fill in the rest of the fields in the form. Some fields are described in the following table.

   Field	Comments
   Algorithm	The desired algorithm; for example, Percentage Change or Trended Volume-Period. For more information about algorithms, see About SVP Algorithms.
   Category	The root category in the category-product hierarchy. Fill in either the Category field or the Source Product field. You must fill in the Account field before filling in either the Category field or Source Product field.
   Include Skipped	Select this field to include skipped account-product periods.
   Description	The name of the sales volume plan; for example, Fall Baseline Basis Quantity.
   %Change	The desired percentage change from the source field to the target field. You must select Percentage Change in the Algorithm field to perform this action.
   Source End Period	The ending period of the source field.
   Source Field	The source field of the baseline basis; for example, Shipped Quantity or Consumed Quantity.
   Source Product	The product in the category-product hierarchy.
   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 of the baseline basis; for example, Baseline Basis Quantity or Baseline Basis Currency.
   Target Start Period	The starting period of the target field.

7. Click Execute Action.

   In the SVP Action list, the status of Pending appears in the Status field.

   NOTE:  If you are preparing sales volume data for multiple periods and want to track the progress of the action, click the Sub Actions tab to view the status of the periods as they are processed.

   After the fields are copied, the Status field changes to Complete and a dialog box appears, confirming that the action was successful. On the Sales Volume Planning screen, the Basis Quantity field in the Category Baseline list is now filled in for this product.

Related Topics

Generating Baseline Basis Quantities for New Products

Precalculating an Adjusted Baseline Basis Quantity