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

Creating or Revising an Assortment Plan

The first step in creating an assortment plan is to create an assortment plan record.

Follow these guidelines to create assortment plans:

You can create or revise assortment plans from the Accounts screen, the Assortment screen, or from an existing plan in the Groups screen.

NOTE:  If you are creating an assortment plan for an account that is a planning group, the More Info form will contain group-specific fields that display aggregated Group Units, and Group Amounts for the planning group.

To create an assortment plan from the Accounts screen

  1. Navigate to the Accounts screen.
  2. From the Queries drop-down list, select All Accounts.
  3. From the Show drop-down list, select the appropriate filter, if needed.
  4. Click the Assortment Profile view tab.

    5. The Account Assortment Planning view appears.

  5. In the Assortment Planning list, add a record and complete the necessary fields.

Some of the fields in the Assortment Planning list are described in Table 47.

Table 47. Selected Fields for Assortment Plans
Fields
Comments
Name
Name of this assortment plan.
Revision
Read-only. Indicates the number of times an assortment plan has been revised. When the assortment plan is created, the value is set to 1. With each revision, this value is increased by one.
Plan Number
A unique, system-generated, alphanumeric identification.
Account
If you add an assortment plan using the Accounts screen, this field is automatically populated with the account you selected in the Accounts list, and you can add additional accounts using the dialog box in this field. If you add an assortment plan using the Assortment screen, you add an Account using the dialog box in this field.
Season
This is the season for which the assortment plan is being created. The Pick Season dialog box displays all seasons previously defined by the Siebel marketing administrator.
Catalog
The catalog you select determines which product categories and products are available for inclusion in the assortment plan. The Pick Catalog dialog box displays all catalogs created by the Siebel marketing administrator.
Price List (wholesale)
The price list you select determines the prices for the products you add to the assortment plan. Price lists are created by a Siebel marketing administrator.
Price List
(retail)
A price list covering manufacturer's suggested retail prices for each product. Price lists are created by a Siebel marketing administrator.
Created Date
Date assortment is created.
Plan Units
Read-only. The total number of units included for this plan. The value in this field is determined by quantities entered in the Assortments screen> Plan Details view.
Plan Amount
Read-only. The monetary amount for units included in this plan. The value in this field is determined by quantities entered in the Assortments screen> Plan Details view.
Historical Units
Read-only. The historical unit volume from a prior period. The value in this field is determined by quantities entered in the Assortments screen> Plan Details view.
Historical Amount
Read-only. The historical unit amount from a prior period. The value in this field is determined by quantities entered in the Assortments screen> Plan Details view.
Target Units
Read-only. The total number of units targeted for this plan. The value in this field is determined by quantities entered in the Assortment Plan Categories view.
Target Amount
Read-only. The total dollar value targeted for this plan. The value in this field is determined by quantities entered in the Assortment Plan Categories view.
Variance Units
Read-only. The value is automatically calculated to show the difference between the values in the Planned Units and the Target Units fields.
Variance Amounts
Read-only. The value is automatically calculated to show the difference between the values in the Planned Amount and the Target Amount fields.
Web Publish
Checking this box makes the assortment plan visible to users of Siebel's customer or partner applications.You must also add the appropriate users to the Account Team field for the account record for which the assortment plan was created. The assortment plan will be visible only to employees of the company for which the assortment plan was created.
In addition, your partners and customers must be granted access to the application by your Siebel administrator.
Active
A check indicates that the assortment plan is active. If you revise an assortment plan, the active check is automatically removed from the older copy of the plan and applied to the new copy of the plan.
Delivery Flow Type
An attribute of delivery flow models that indicates how delivery quantities will be spread among delivery periods. By default, the available choices are Even, Front Load, and Back Load. If you specify a value in this field, the application preselects a delivery flow model of this type. You can change the preselected delivery flow model by picking a model of a different type in the Assortment Plan Detail and Assortment Plan Category views.
LOV Type: DEL_FLOW_TYPE
Delivery Period Type
Represents the frequency with which the account you are planning for will receive product shipments from your company, such as weekly or monthly. The value you select is carried down to the category and product level, and can be changed only at the assortment plan level.
LOV Type: DEL_PERIOD_TYPE

To create an assortment plan from the Assortments screen

  1. Navigate to the Assortments screen.
  2. In the Assortment Plans list, add a new record and complete the necessary fields.

    3. See Table 47 for descriptions of selected fields.

To revise an assortment plan in the Assortments screen

  1. Navigate to the Assortments screen, and select an assortment plan from the list.
  2. Click the menu button in the Assortment Plan form and select Revise.

    3. A copy of the assortment plan you selected is created. The active field is checked in the new plan and is cleared in the older plan.

  3. Use any of the Assortments views to revise the new plan.

    4. NOTE:  The older version of the assortment plan remains available in the event you want to revert to it in the future. To view the older version, clear the check in the Active field from the newer plan and add a check in the Active field of the older plan.

To create an assortment plan based on an existing assortment plan

  1. Navigate to the Assortments screen.
  2. From the Show drop-down, select My Assortment Plans, if necessary.
  3. In the Assortment Plans list, select the assortment plan you want to copy.
  4. Click the menu button and select Copy Record.

    5. A copy of the assortment plan appears in the Assortment Plan list.

  5. Complete the necessary fields.

    6. See Table 47 for descriptions of selected fields.

To create or modify an assortment plan for a planning group

  1. Navigate to the Assortments screen.
  2. In the Assortment Plans list, add a new record and complete the necessary fields.

See Table 47 for descriptions of selected fields.

Forms showing information about a planning group contain group-specific fields with information about aggregated amounts for the planning group. For example, if a planning group has 12 member accounts, the Group Plan Units field displays a value that reflects the total units for the 12 member accounts.

For information on adding planning groups, see Adding or Modifying a Planning Group.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003