Siebel Consumer Sector Guide > Assortment Plans > End-User Procedures for Assortment Plans >

Adding or Modifying a Planning Group

A planning group is a group of accounts that you use to facilitate the planning of products for a season. Planning groups allow you to plan for many accounts by creating a master assortment plan that you use for all accounts within a planning group.

You begin the process of creating planning groups by creating a new account that represents the planning group. Best business practices dictate that all of the accounts associated with this planning group belong to the same organization, which is usually a single company or corporation. However, accounts from many different companies can be added to a planning group. Also, individual accounts can belong to more than one planning group.

To create new planning groups

1. Navigate to the Groups screen.
2. From the visibility filter, select My Planning Groups, if necessary.
3. In the Groups list, create a new record and complete the necessary fields.

   NOTE:  The Account Type field is prepopulated with the value Planning Group. This is the correct value for this field.