Siebel Consumer Sector Guide > Assortment Plans > End-User Procedures >

Adding or Modifying a Planning Group

A planning group is a group of accounts that you use to facilitate the planning of products for a season. Planning groups allow you to plan for many accounts by creating a master assortment plan that you use for all accounts within a planning group.

You begin the process of creating planning groups by creating a new account that represents the planning group. Best business practices dictate that all of the accounts associated with this planning group belong to the same organization, which is usually a single company or corporation. However, accounts from many different companies can be added to a planning group. Also, individual accounts can belong to more than one planning group.

To create new planning groups

  1. Navigate to the Groups screen.
  2. From the Show drop-down, select My Planning Groups, if necessary.
  3. In the Groups list add a record and complete the necessary fields.

NOTE:  The Account Type field is prepopulated with the value Planning Group. This is the correct value for this field.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003