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

Establishing a Baseline Basis Quantity

Typically, your first step in creating a baseline is generating a baseline basis quantity. A baseline basis quantity is generated from imported sales volume planning source data and represents the preadjusted amount of volume that would have been sold in the absence of promotional events.

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 shipment, you copy these records to the baseline basis quantity.

To generate a baseline basis quantity for an existing product

1. Navigate to the Sales Volume Planning Administration screen.
2. Click the Copy Actions view tab.
3. In the Copy Actions form, create a new record.
4. From the Action Type field drop-down list, select Copy Field.
5. Complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Account	The highest level account structure; for example, All Accounts or Company HQ.
   Algorithm	The desired algorithm; for example, Percentage Change or Trended Volume-Period.
   Category	The root category in the category-product hierarchy. Fill in either the Category field or the Product field. You must fill in the Account field before filling in either the Category field or 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 desired 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 Product	The product in the category-product hierarchy.
   Source Field	The source field of the baseline basis; for example, Shipped Quantity or Consumed Quantity.
   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.

6. Click Execute Action.

   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 Copy Field or Copy Product action, click the Sub Actions tab (or click on the Action Name hyperlink) 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 populated for this product.

Generating Baseline Basis Quantities for New Products

For new products, you can copy baseline shipment or consumption data from a similar existing product as the source for generating a baseline basis. After determining the source of the baseline basis; for example, historical shipment of a similar product, you copy these records to the new product's baseline basis quantity.

To generate a baseline basis quantity for a new product

1. Navigate to the Sales Volume Planning Administration screen.
2. Click the Copy Actions view tab.
3. In the Copy Actions form, create a new record.
4. From the Action Type field drop-down list, select Copy Product.
5. Complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Algorithm	The desired algorithm; for example, Percentage Change or Trended Volume-Period.
   Apply ADL	If you want to create records for only the accounts that have already been added to the new products ADL, select this field. If there is no ADL established for the new product or you want to sell the new product to the same accounts the source product was sold, leave the field blank.
   Include Skipped	Check this field to include skipped account-product periods.
   Default Value	If you selected Apply ADL, this field becomes available. Enter a value to give account managers a starting point for those ADL accounts that did not buy or receive the source product.
   Description	The name of the sales volume plan; for example, Fall Baseline Basis Quantity.
   %Change	The desired 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.

6. Click Execute Action.

   The status of Pending appears in the Status field. 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 populated for this new product.

Precalculating an Adjusted Baseline Basis Quantity

After a baseline basis quantity has been established, you can adjust this quantity to reflect growth or decline rates by using a percentage change algorithm or trended volume by period.

You can precalculate changes to the adjusted baseline basis quantity. This pre-calculation determines the quantity values for this data and provides you with a quick reference of the total quantity. If you believe that quantity values have been skipped and want to understand the source value (pre-calculation) for all periods including skipped periods, you would select the same periods before performing the pre-calculation.

After making all of the desired adjustments to the baseline basis quantity, you copy the values to the baseline basis planning quantity.

To precalculate an adjusted baseline basis quantity

1. Navigate to the Sales Volume Planning Administration screen.
2. Click the Copy Actions view tab.
3. In the Copy Actions form, create a new record.
4. Complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Account	The account in the account-product hierarchy that will be used to calculate the adjusted baseline basis.
   Algorithm	The desired algorithm; for example, Percentage Change or Trended Volume-Period.
   Category	The category in the category-product hierarchy that will be used to calculate the adjusted baseline basis. Complete either the Category field or the Product field. You must fill in the Account field before filling in either the Category field or Product field.
   Include Skipped	Check this field to include skipped account-product periods.
   Description	The name of the sales volume plan.
   %Change	The desired percentage change to be calculated from the source field. You must select Percentage Change in the Algorithm field to perform this action.
   Product	The product in the category-product hierarchy that will be used to calculate the baseline basis. Complete either the Category field or the Product field. You must fill in the Account field before filling in either the Category field or Product field.
   Source End Period	The ending period of the source field.
   Source Field	The source field of the baseline planning; for example, the baseline basis.
   Source Start Period	The starting period of the source field.

5. Click Calculate Source.

   The Source Value field displays the unadjusted Source field quantity and the Target Value field displays the adjusted Source field quantity.

6. Optionally, enter a quantity value in the Override field.

   The value in the Override field is displayed in the Target Value field, while the %Change field is adjusted to reflect the value in the Override field.

   NOTE:  The Override field is not dependent on selection of algorithm, algorithm period, or algorithm percentage change.