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

Defining the SVP Hierarchy

To define the SVP hierarchy, you must connect the account hierarchy with the category-product hierarchy. This consists of associating accounts in the account hierarchy with the categories in the category-product hierarchy.

CAUTION:  Make sure the account hierarchy is explicit and contiguous, with every account in the hierarchy having a parent account except the root account. All organizational entities that are part of sales volume plans must exist in this SVP account hierarchy.

Several methods can be used to make these associations, and you will probably use a combination of them to define your SVP hierarchy:

• Manually associating, as described in the next procedures in this section.
• Importing the associations with the data from a back office system.
• Automatically making associations in the hierarchy by running Aggregate, as described in Performing the Initial Aggregation.

  CAUTION:  Running Aggregate can save you time from manually establishing associations between every account and category-product hierarchy. However, the Aggregate action aggregates sales volume data, which can take a long time to complete. Therefore, if you rely on Aggregate to create these associations, you should import the sales volume planning data before running Aggregate.

Manually Associating Categories with Accounts

You can manually associate categories with accounts.

To manually associate categories with accounts

1. Navigate to the Administration - Catalog screen > SVP Categories view.
2. Drill down on the Category Name field hyperlink for a selected category.
3. The Subcategory list appears.
4. In the visibility filter, select SVP Category Accounts.
5. Scroll down to the Accounts list, add a new account record.
6. In the Pick Account dialog box, select the accounts you want to add to the category and click Add.

Manually Associating Subcategories with Accounts

You can manually associate subcategories with accounts.

To manually associate a subcategory with accounts

1. Navigate to the Administration - Catalog screen > SVP Categories view.
2. In the All Categories list, select a subcategory of the previously defined category.
3. Click the Category Name hyperlink for the subcategory.

   The SVP Category Details view appears, and the selected subcategory appears in the Category Form.

4. In the visibility filter, select SVP Category Accounts.
5. Scroll down to the Accounts list, add a new account record.
6. In the Pick Account dialog box, select the accounts you want to add to the category and click Add.

Modifying Account-Category Hierarchies

You can modify account-category hierarchies to reflect changes to accounts and categories within your organization. An account-category hierarchy is modified whenever a parent-child account relationship is changed. Changes to a parent-child account relationship can be performed by designating a new or different parent account for a given account record. This change is enforced when the Sales Volume Planning Aggregate action is performed. You can make these changes from one of the following Sales Volume Planning views or through the general Data Administration views for Accounts.

To modify an account-category hierarchy

1. Navigate to the Administration - Catalog screen > SVP Categories view.
2. In the visibility filter, select SVP Category Accounts.
3. In the Category form, select a category record.
4. Scroll down to the Accounts list, select an account record, and modify the Parent Account field.

   NOTE:  When changing an account hierarchy structure for use with Sales Volume Planning, administrators must perform the Aggregate action. Special consideration must be taken if the hierarchy change affects a parent account in such a way that it no longer has an associated sub-account.

Deleting Account-Category Hierarchies

You can delete an account-category association by removing the account from the Account Category View. After making this change, the Aggregate process must be performed. For information on the Aggregate process, see Performing the Initial Aggregation.

To delete an account-category hierarchy

1. Navigate to the Administration - Catalog screen > SVP Categories view.
2. In the visibility filter, select SVP Category Accounts.
3. In the Category form, select a category record.
4. Scroll down to the Accounts list, select an account record and delete it.

Resetting Account and Category Levels

For account and category levels to properly display in Sales Volume Planning Administration views and tabs, you must perform the following procedure.

To reset Account and Category levels

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 Levels.
5. Fill in the Description field.
6. Click Execute Action.

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