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

Maintaining an SVP Hierarchy

You can maintain the SVP Hierarchy by resetting the levels and locks of the tree.

Resetting SVP Hierarchy Levels

During the sales volume planning period, you can reset the levels of an account-product tree. Perform this task if new accounts have been added or the category-product hierarchy has changed. Resetting account-product tree levels resets the account level and category level designations to reflect the updated hierarchical change.

For instructions, see Resetting Account and Category Levels.

Resetting Locks

You can reset the locks of an account-product tree to allow users at lower account levels to modify sales volume planning data. You can also reset account-product tree locks if an account team lock is preventing a user from modifying that user's data and the lock cannot be resolved by the members of the account team. For example, the members of the account team may be out of the office, on vacation, or a lock error may have occurred. Resetting account-product tree locks overrides the lock that was established and allows other users to modify the previously locked records.

To reset 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 Reset Locks.
5. Fill in the Description field. For example, Reset Account Product Locks - Fall Season.
6. Click Execute Action.

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