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Siebel Consumer Sector Guide > Sales Volume Planning > SVP End User Procedures > Locking and Modifying the Planning QuantityLocking provides a mechanism that allows users to modify data throughout the account-product-category hierarchy without conflicting with other users' modifications. The Sales Volume Planning module offers two options for locking an account-product node. The first option is automatic locking based on the position of the person working within the account-product node. Any user in the account hierarchy can lock a node to prevent users at lower positions in the account hierarchy from modifying their account-product nodes. The second option for locking is to manually set a lock. NOTE: Locking an account-product node is recommended wherever locking is mentioned in this chapter. Locking an Account-Product Node Based on PositionAs a sales volume planning administrator, you establish the baseline planning quantity. You then release the baseline planning quantity to senior managers, who make adjustments to it based on their market expectations. While the senior managers are modifying the baseline planning quantity, you place a lock on the account-product node being modified. This lock prevents other users from overwriting modifications made by the senior managers. After each adjustment, the managers allocate the baseline planning quantity through the organizational hierarchy. After a field is modified, the account-product node being modified is locked so that only the account team can make modifications. Locking a higher-level account-product node also disables the ability to lock lower-level account-product nodes. This prevents users from making modifications at lower account-product nodes from having their changes unknowingly overwritten by higher-level users. When users allocate changes to lower levels in the hierarchy, the account-product node is automatically unlocked. You can see which nodes have been locked by navigating to the Allocate Lock column in the list of accounts. You may need to manually refresh this view to see the results of a recently attempted lock request. Manually Locking an Account-Product NodeYou can also lock and unlock an account-product node manually. However, you can unlock the account-product node only if no changes have been made. If changes have been made, the node remains locked until one of the following has occurred:
To manually or automatically lock and modify the baseline planning quantity
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Siebel Consumer Sector Guide |