Siebel Consumer Sector Guide > Sales Volume Planning > Initial SVP Administrator Procedures >

Populating Locks

After building an account-product tree, you populate the tree's locks. Setting up locks protects data from being edited by multiple users simultaneously and allows remote editing of forecast data.

NOTE:  Until you populate the locks, Sales Volume Planning data is not visible to any end users.

Locks are populated at the account level. This prevents users at lower account levels from overwriting modifications made by higher account level users.

To populate account-product tree locks

1. Navigate to the Sales Volume Planning Administration 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, select Populate Locks.
5. Fill in the Description field. For example, Fall Forecast - Populate Locks.
6. Click Execute Action.

Pending appears in the Status field. After the locks in the account-product hierarchy are populated, the Status field changes to Complete and a dialog box appears, confirming that the action was successful.