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