Siebel Consumer Goods Guide > Sales Volume Planning > Performing Ongoing SVP Administration Tasks >

Resetting Account and Category Levels

Resetting levels displays the current levels associated with each account represented in your SVP hierarchy. If you want the Account Level field to auto-populate in SVP views and forms, you must reset account and category levels. Resetting account levels allows you to view an account's level.

To reset Account and Category levels

  1. Navigate to the Administration - Sales Volume Planning screen.
  2. Click the Other Actions view tab.
  3. In the Other Actions form, create a new record.
  4. From the Action Type field drop-down list, choose Reset Levels, and then fill in the Description field.
  5. Click Execute Action.

    In the SVP Action list, the status of Pending appears in the Status field. After the levels in the account-product hierarchy are reset, the Status field changes to Complete and a dialog box appears, confirming that the action was successful.

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