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Process of Defining SVP Hierarchies

Connecting the account hierarchy with the category-product hierarchy establishes the SVP hierarchy, also known as the account-product tree. You can connect these hierarchies by associating accounts in the account hierarchy with the categories in the category-product hierarchy.

CAUTION:  Make sure the account hierarchy is explicit and contiguous, with every account in the hierarchy having a parent account except the root account. All organizational entities that are part of sales volume plans must exist in this SVP account hierarchy.

The following list shows the tasks that administrators can perform to define the SVP hierarchy:

• Manually Associating Categories with Accounts
• Manually Associating Subcategories with Accounts
• Modifying Account-Category Hierarchies
• Deleting Account-Category Hierarchies
• Importing the associations with the data from a back-office system

CAUTION:  Running Aggregate can take you less time than manually establishing associations between every account and category-product hierarchy. However, the Aggregate action aggregates sales volume data and can take a long time to complete. Therefore, if you run Aggregate to create these associations, import the SVP data before running Aggregate.

This process is a step in Roadmap for Sales Volume Planning.