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Copying Baseline Information to Additional Fields

You might want to copy baseline information to other fields within your Siebel Consumer Goods application. There are the two instances for which you need to copy baseline information:

• From the Baseline Basis Quantity field to Baseline Planning Quantity
• From the Baseline Planning Quantity to Baseline Quantity field

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

Baseline Basis Quantity to Baseline Planning Quantity

You must copy the baseline basis to the Baseline Planning Quantity field. At this point, SVP administrators release the imported SVP data to their senior managers. These managers modify the data to reflect their particular markets and allocate the modified quantities down the account-product hierarchy. For more information, see Skipping SVP Source Data (End User).

Baseline Planning Quantity to Baseline Quantity

After senior managers have modified and allocated the baseline planning quantities, you copy the Baseline Planning Quantity field to the Baseline Quantity field. A baseline quantity is the number of products that would have been sold in the absence of promotional events. After establishing a baseline quantity, key account managers can use this value in conjunction with the Siebel Trade Promotions module to better plan incremental promotional volume at an account. Baseline quantity can also be used to establish and generate volume targets.

The following procedure describes how to copy baseline information into other fields. You can use this procedure to copy Baseline Basis Quantity to Baseline Planning Quantity and to copy Baseline Planning Quantity to Baseline Quantity.

To copy baseline information into other fields

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. Fill in the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Description	The name of the sales volume plan.
   Account	The account in the account-product hierarchy that will be copied.
   Category	The category in the category-product hierarchy that will be copied. Fill in either the Category field or the Source Product field.
   Source
   Source Product	The product in the category-product hierarchy that will be copied. Fill in either the Category field or the Source Product field.
   Source Field	The source field that will be copied from.
   Start Period	The starting period of the source field.
   End Period	The ending period of the source field.
   Source Value	Copy if source is equal to this value.
   Apply ADL	Select the Apply ADL check box if you want to create records for only the accounts that have already been added to the new products ADL. If there is no ADL established for the new product or you want to sell the new product to the same as accounts the source product was sold, leave this check box blank. For more information about Authorized Distribution Lists, see Product Distribution.
   Default Value	If value is not set to anything, set it to this.
   Include Skipped	Check this field to include skipped account-product periods.
   Algorithm
   Algorithm	The desired algorithm; for example, Percentage Change or Trended Volume-Period. For more information about algorithms, see About SVP Algorithms.
   %Change	The desired percentage change from the baseline field to the other field. You must select Percentage Change in the Algorithm field to perform this action.
   Override	If the target field already exists in the database, you can use this field to specify the value with which the existing value should be overridden.
   Target
   Target Product	The product in the category-product hierarchy that will be copied. Fill in either the Category field or the Source Product field.
   Target Field	The target field to which a value will be copied.
   Start Period	The starting period of the target field.
   End Period	The ending period of the target field.
   Duration	The duration of the target field from the start period to the end period.
   Target Value	Value of target should be this. This one constant target value overwrites all other values.

6. 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.