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Precalculating an Adjusted Baseline Basis Quantity

After a baseline basis quantity has been established, you can adjust this quantity to reflect growth or decline rates by using a percentage change algorithm or trended volume by period.

You can precalculate changes to the adjusted baseline basis quantity. This precalculation determines the quantity values for this data and provides you with a quick reference of the total quantity. If you believe that quantity values have been skipped and want to understand the source value (precalculation) for all periods including skipped periods, you would select the same periods before performing the precalculation.

After making all of the desired adjustments to the baseline basis quantity, you copy the values to the baseline basis planning quantity.

To precalculate an adjusted baseline basis quantity

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. In the Account field, select the account in the account-product hierarchy that will be used to calculate the adjusted baseline basis.
5. In the Category field, enter the category in the category-product hierarchy that will be used to calculate the adjusted baseline basis.

   Complete either the Category field or the Source Product field.

   NOTE:  You must fill in the Account field before filling in the Category field.

6. In the Source Product field, enter the product in the category-product hierarchy that will be used to calculate the baseline basis.

   Complete either the Category field or the Source Product field.

7. Fill in the rest of the fields in the form. The available fields are described in Step 6 of Generating Baseline Basis Quantities for Existing Products.
8. Click Calculate Source.

   The Source Value field displays the unadjusted Source field quantity and the Target Value field displays the adjusted Source field quantity.

9. (Optional) Enter a quantity value in the Override field.

   The value in the Override field is displayed in the Target Value field, while the %Change field is adjusted to reflect the value in the Override field.

   NOTE:  The Override field is not dependent on the selections in the Algorithm or %Change fields.

Related Topics

Generating Baseline Basis Quantities for Existing Products

Generating Baseline Basis Quantities for New Products