Siebel Consumer Sector Guide > Sales Volume Planning > End User Procedures for Sales Volume Planning >

Adjusting Sales Volume Planning Source Data

After importing the sales volume planning source data, your managers can make adjustments to reflect changes in the account product hierarchy. For example, an account may no longer be part of your organization, a product may have been discontinued, or a period may not apply to sales volume planning. These adjustments are made by excluding or skipping some of the source data.

NOTE:  The following example uses shipment data as the source for the sales volume planning process. Your company may use a different source, such as consumption data, depending upon its business practices.

To exclude or skip source data

  1. Navigate to the Sales Volume Planning screen.
  2. Click the Shipment view tab, then select an account.
  3. In the Category-Products explorer tree, select the product for which you want to view shipments.

    4. In the Shipment list, the quantity of shipped cases for the selected account-product pair appears.

  4. Optional: In the Shipments list, perform a query for a specific period that you want to exclude or skip in the sales volume planning process.
  5. In the Shipments list, select the period you want to mark as skipped, and then click the Skip check box.
  6. Optional: Click Skip All to skip all periods.

 Siebel Consumer Sector Guide 
 Published: 18 April 2003