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

Maintaining an Account-Product Tree

You can maintain the account-product tree by resetting the levels and locks of the tree.

Resetting Account-Product Tree Levels

During the sales volume planning period, you can reset the levels of an account-product tree. Perform this task if new accounts have been added or the category-product hierarchy has changed. Resetting account-product tree levels resets the account level and category level designations to reflect the updated hierarchical change.

To reset account-product tree levels

  1. From the application-level menu, choose View > Site Map > Sales Volume Planning Administration.
  2. In the Action form, add a new record.
  3. Fill in the Name field.
  4. From the Action drop-down list, select Reset Levels.
  5. Click Execute Action.

    6. 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.

Resetting Account-Product Tree Locks

You can reset the locks of an account-product tree to allow users at lower account levels to modify sales volume planning data. You can also reset account-product tree locks if an account team lock is preventing a user from modifying that user's data and the lock cannot be resolved by the members of the account team. For example, the members of the account team may be out of the office, on vacation, or a lock error may have occurred. Resetting account-product tree locks will override the lock that was established and allow other users to modify the previously locked records.

NOTE:  Executing the Build Tree process automatically unlocks any locked nodes. Sales volume planning administrators do not need to manually perform this task.

To reset account-product tree locks

  1. From the application-level menu, choose View > Site Map > Sales Volume Planning Administration.
  2. In the Action form, add a new record.
  3. Fill in the Name field. For example, Reset Account Product Locks - Fall Season.
  4. From the Action drop-down list, select Reset Locks.
  5. Click Execute Action.

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


 Siebel Consumer Sector Guide 
 Published: 18 April 2003