Bookshelf v7.5: Establishing a Baseline Basis Quantity

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

Establishing a Baseline Basis Quantity

Typically, your first step in creating a baseline is generating a baseline basis quantity. A baseline basis quantity is generated from imported sales volume planning source data and represents the preadjusted amount of volume that would have been sold in the absence of promotional events. You can use shipments or consumption data from an earlier period or baseline data from a demand planning tool as the source for generating a baseline basis. After determining the source of the baseline basis, for example, historical shipment, you copy these records to the baseline basis quantity.

To generate a baseline basis 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 highest level account structure—for example, All Accounts or Company HQ.
Algorithm	Optional. The desired algorithm—for example, Percentage Change or Trended Volume-Period. LOV Type: SVP_ACTION_ALGORITHM
Category	The root category in the category-product hierarchy. Fill in either the Category field or the Product field. You must fill in the Account field before filling in either the Category field or Product field.
Include Skipped	Optional. Check this field to include skipped account-product periods.
Name	The name of the sales volume plan, for example, Fall Baseline Basis Quantity.
%Change	Optional. The desired percentage change from the source field to the target field. You must select Percentage Change in the Algorithm field to perform this action.
Period Mapping	Optional. Check this field to map source field periods to their corresponding target field periods.
Product	The product in the category-product hierarchy.
Source End Period	The ending period of the source field.
Source Field	The source field of the baseline basis—for example, Shipped Quantity or Consumed 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 of the baseline basis—for example, Baseline Basis Quantity or Baseline Basis Currency. 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 Basis Quantity field in the Category Baseline list of the Account Baseline explorer view is now populated.

Precalculating an Adjusted Baseline Basis Quantity

After a baseline basis quantity has been established, the planning administrator can adjust this quantity to reflect growth or decline rates by using a percentage change algorithm or trended volume by period.

Using the Calculate Source button

The planning administrator can precalculate changes to the adjusted baseline basis quantity by using the Calculate Source button. The Calculate Source button determines the quantity values for this data and provides an administrator with a quick reference of the total quantity. If an administrator believes that quantity values have been skipped and wants to understand the source value (pre-calculation) for all periods including skipped periods, the administrator would select the same periods before using the Calculate Source button.

After making all of the desired adjustments to the baseline basis quantity, the planning administrator copies the values to the baseline basis planning quantity.

To precalculate an adjusted baseline basis 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

Product

Source Field

Source Start Period

Source End Period

Optional: Include Skipped

Optional: Algorithm

Optional: Percent Change

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


Field	Comments
Account	The account in the account-product hierarchy that will be used to calculate the adjusted baseline basis.
Algorithm	The desired algorithm — for example, Percentage Change or Trended Volume-Period. LOV Type: SVP_ACTION_ALGORITHM
Category	The category in the category-product hierarchy that will be used to calculate the adjusted baseline basis. Fill in either the Category field or the Product field. You must fill in the Account field before filling in either the Category field or Product field.
Include Skipped	Optional. Check this field to include skipped account-product periods.
Name	The name of the sales volume plan.
%Change	The desired percentage change to be calculated from the source 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 used to calculate the baseline basis. 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 of the baseline planning — for example, the baseline basis. LOV Type: SVP Source
Source Start Period	The starting period of the source field.

Click Calculate Source.

The Source Value field displays the unadjusted Source field quantity and the Target Value field displays the adjusted Source field quantity.

You can also enter a quantity value in the Override field. The value in the Override field is displayed in the Target Value field, while the %Change field is adjusted to reflect the value in the Override field.

NOTE: The Override field is not dependent on selection of algorithm, algorithm period, or algorithm percentage change.