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Locking and Modifying the Planning Quantity

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The Sales Volume Planning module offers two options for locking an account-product node. The first option is based on the position of the person locking the account-product node. Any user in the account hierarchy can lock a node to prevent users at lower positions in the account hierarchy from modifying their account-product nodes. The second option for locking an account-product node is to manually set a lock by using the Lock and Unlock buttons.

Locking an Account-Product Node Based on Position

As a sales volume planning administrator, you establish the baseline planning quantity. You then release the baseline planning quantity to senior managers, who make adjustments to it based on their market expectations. While the senior managers are modifying the baseline planning quantity, you place a lock on the account-product node being modified. This lock prevents other users from overwriting modifications made by the senior managers. After each adjustment, the managers allocate the baseline planning quantity through the organizational hierarchy.

Once a field is modified, the account-product node being modified is locked so that only the account team can make modifications. Locking a higher-level account-product node also disables the ability to lock lower-level account-product nodes. This prevents users making modifications at lower account-product nodes from having their changes unknowingly overwritten by higher-level users. When users press the Allocate button, the changes are allocated to lower levels and the account-product node is automatically unlocked.

You can see which nodes have been locked by navigating to the Allocate Lock column in the hierarchical list of accounts.

Manually Locking an Account-Product Node

Another method of locking an account-product node is by using the Lock and Unlock buttons. Using the Unlock button unlocks the account-product node only if no changes have been made. If changes have been made, the node remains locked until the changes are allocated or until the Build Tree action is performed and the specific updates are aggregated up the organizational hierarchy.

NOTE:  Locking an account-product node is a recommended activity wherever it is mentioned in this chapter. Locking provides a mechanism that allows users to modify data throughout the account-product-category hierarchy without conflicting with other users' modifications.

To modify the baseline planning quantity

Navigate to the Sales Volume Planning screen.
From the Show drop-down list, select Baseline, then select an account.
In the Category-Products explorer tree, select the category or product for which you want to modify the baseline planning quantity.
In the Baseline Planning Quantity field, select a record you want to modify and then edit the fields.

NOTE:  To apply the same change to multiple periods, click Mass Change, complete the fields in the Baseline Mass Change dialog box and then click Execute.

Adjustments made to the baseline planning quantity affect only the products and categories within the account.

You then have the following options:

Navigate to a category sublevel. From the drop-down list, select one of the following:
Sub-Account Category
Sub-Category Baseline
Sub-Product Baseline
Navigate to a product sublevel.
In the Category-Products explorer tree, select a product.
In the Product Baseline list, from the Show drop-down list, select the Sub-Account Product sublevel.
Click Lock.

The selected account-product node is locked. Other nonaccount team users attempting to modify the selected account-product node will get an error message that the selected account-product node is locked.

NOTE:  Modifying baseline data automatically locks the account-product node.

Click Refresh.

This is for informational purposes only. The Basis% field is recalculated to reflect the new proportions of the account-product hierarchy. Repeat Step 4 until you finish modifying the basis planning quantity.

Click Allocate.

The baseline planning quantity is allocated to the next lower level of the account hierarchy and the account-product node is unlocked. Managers at the next lower level of the account hierarchy repeat this process until the baseline planning quantity is allocated to the lowest level of the account hierarchy.

NOTE:  An account can only be unlocked if there are no subpending action records associated with it.

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