Siebel Consumer Sector Guide > Sales Volume Planning > Business Scenario >

Example Workflow for Sales Volume Planning

The following sections describe the workflow for sales volume planning, performed by sales volume planning administrators and managers. Your company may follow a different workflow according to its business requirements.

Administrator Procedures

Administrator procedures for sales volume planning are as follows:

  1. Establish category-product hierarchies. For more information, see Setting Up Category-Product Hierarchies.
  2. Establish account-categoryaccount-category hierarchies. For more information, see Setting Up Account-Category Hierarchies.
  3. Create sales volume planning periods. You must create periods to represent the units of time you will be working with in the sales volume planning process. For information on creating periods, see Getting Started.
  4. Set up Siebel Workflow Manager for sales volume planning. The Sales Volume Planning module uses Siebel Workflow Manager to perform actions in the sales volume planning process, such as Build Tree and Allocate. For more information, see Setting Up Siebel Workflow Policies for Consumer Sector.
  5. Optional: Modify the Sales Volume Planning business service. For more information, see Accessing the Sales Volume Planning Business Service.
  6. Import sales volume planning data. The sales volume planning administrator imports the data that will be used in the sales volume planning process. You import sales volume planning source data, such as baseline, target, shipment, or consumption data, using Siebel Enterprise Integration Manager (EIM). This data can then be used as the source records for your upcoming sales volume planning actions. For information on using EIM, see Siebel Enterprise Integration Manager Administration Guide

    7. The Sales Volume Planning module uses predefined interface tables for importing source data. For more information, see Interface Tables Reference for Siebel Industry Applications.

    NOTE:  Sales volume planning source data is recorded at the lowest level of your account and product hierarchies. Therefore, when importing sales volume planning source data, you must import this data at the lowest level of your hierarchies — for example, at the Ship To-SKU level.

  7. Establish a baseline basis. After importing the sales volume planning data, the sales volume planning administrator copies it to the Baseline Basis Quantity field. For more information, see Establishing a Baseline Basis Quantity.
  8. Copy the baseline basis to the Baseline Planning Quantity field. The sales volume planning administrator copies the baseline basis to the Baseline Planning Quantity field. For more information, see Copying Baseline Basis Quantity to Baseline Planning Quantity.

    9. At this point, sales volume planning administrators release the imported sales volume planning data to their senior managers. These managers modify the data to reflect their particular markets and allocate the modified quantities down the account-product hierarchy. For more information, see Adjusting Sales Volume Planning Source Data.

  9. Copy the Baseline Planning Quantity field to the Baseline Quantity field. After senior managers have modified and allocated the baseline planning quantities, the sales volume planning administrator copies the Baseline Planning Quantity field to the Baseline Quantity field. For more information, see Copying Baseline Planning Quantity to Baseline Quantity.
  10. Build account-product trees. For more information, see Building Account-Product Trees.
  11. Populate account-product tree locks. For more information, see Populating Account-Product Tree Locks.
  12. Optional: Manually enter sales volume planning data. Marketing administrators can manually enter sales volume planning data for the purposes of training or test. For more information, see Manually Entering Sales Volume Planning Data.
  13. Maintain the account-product tree. Marketing administrators maintain the account-product tree by resetting the levels and locks of the tree. For more information, see Maintaining an Account-Product Tree.

End-User Procedures

End-user procedures for sales volume planning are as follows:

  1. View sales volume planning data. For more information, see Viewing Sales Volume Planning Data.
  2. Adjust the sales volume planning source data. For more information, see Adjusting Sales Volume Planning Source Data.
  3. Modify the planning quantity. For more information, see Locking and Modifying the Planning Quantity.

 Siebel Consumer Sector Guide 
 Published: 18 April 2003