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Siebel Consumer Sector Guide > Sales Volume Planning > Administrator Procedures for Sales Volume Planning >

Copying Baseline Planning Quantity to Baseline Quantity

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A baseline quantity is the number of products that would have been sold in the absence of promotional events. After establishing a baseline quantity, key account managers can use this value in conjunction with the Siebel Trade Promotions module to better plan incremental promotional volume at an account. Baseline quantity can also be used to establish and generate volume targets.

To copy the Baseline Planning Quantity to the Baseline Quantity

From the application-level menu, choose View > Site Map > Sales Volume Planning Administration.
In the Action form, add a new record.
Fill in the fields in the order given:
Name
Account
Category
Source Field
Source Start Period
Source End Period
Target Field
Target Start Period
Target End Period

Some of the fields in the Action form are described in the following table.

Field	Comments
Account	The account in the account-product hierarchy that will be copied.
Algorithm	Optional. The desired algorithm (for example, Percentage Change). LOV Type: SVP_ACTION_ALGORITHM
Category	The category in the category-product hierarchy that will be copied. Fill in either the Category field or the Product field.
Include Skipped	Optional. Check this field to include skipped account-product periods.
Name	The name of the sales volume plan.
%Change	Optional. The desired percentage change from the Baseline Basis field to the Baseline Planning field. You must select Percentage Change in the Algorithm field to perform this action.
Product	The product in the category-product hierarchy that will be copied. Fill in either the Category field or the Product field.
Source End Period	The ending period of the source field.
Source Field	The source field that be will copied from — for example, Baseline Planning Quantity. LOV Type: SVP Source
Source Start Period	The starting period of the source field.
Target End Period	The ending period of the target field.
Target Field	The target field that will be copied to — for example, Baseline Quantity. LOV Type: SVP Source
Target Start Period	The starting period of the target field.

From the Action drop-down list, select Copy Field.
Click Execute Action.

The status of Pending appears in the Status field. After the fields are copied, the Status field changes to Complete and a dialog box appears, confirming that the action was successful. The Baseline Quantity field in the Category Baseline list of the Account Baseline explorer view is now populated.

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