Siebel Consumer Goods Guide > Sales Volume Planning > Establishing a Baseline Basis Quantity >
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 shipments, you copy these records to the baseline basis quantity. To generate a baseline basis quantity for an existing product
- Navigate to the Administration - Sales Volume Planning screen.
- Click the Copy Actions view tab.
- In the Copy Actions form, create a new record.
- From the Action field drop-down list, select Copy Field.
- In the Account field, select the highest level account structure; for example, All Accounts or Company HQ.
- Fill in the rest of the fields in the form. Some fields are described in the following table.
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Algorithm |
The 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 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. |
- 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
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