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Adjusting Sales Volume Planning Source Data

After importing the sales volume planning source data, managers can make adjustments to reflect changes in the account product hierarchy. For example, an account may no longer be part of your organization, a product may have been discontinued, or a period may not apply to sales volume planning. These adjustments are made by excluding or skipping some of the source data.

NOTE:  The following procedure uses shipment data as the source for the sales volume planning process. Your company may use a different source, such as consumption data, depending upon its business practices.

To exclude or skip source data

1. Navigate to the Sales Volume Planning screen > Shipment view.
2. In the Accounts list, select an account record.
3. In the Category list, select the product record for which you want to view shipments.

   In the Category Shipment list, the quantity of shipped cases for the selected account-product pair appears.

4. Optional: In the Category Shipment list, perform a query for a specific period that you want to exclude or skip in the sales volume planning process.
5. In the Category Shipment list, do one of the following:
   1. Select the period or periods you want to mark as skipped.
   2. Click Skip All to skip all periods.