Siebel Consumer Goods Guide > Sales Volume Planning > Process of Defining SVP Hierarchies >

Modifying Account-Category Hierarchies

You can modify account-category hierarchies to reflect changes to accounts and categories in your organization. An account-category hierarchy changes when you change a parent-child account relationship. Perform changes to a parent-child account relationship by designating a new or different parent account for an account record. You can make these changes from one of the Sales Volume Planning views or from the general Data Administration views for accounts.

After making these changes, you must perform the Aggregate action. Take special consideration if the hierarchy change removes all associated subaccounts from a parent account. For information about the Aggregate action, see Performing the Initial Aggregation.

This task is a step in Process of Defining SVP Hierarchies.

To modify an account-category hierarchy

1. Navigate to the Administration - Catalog screen, then the SVP Categories view.
2. In the All Categories list, select a category record.
3. From the visibility filter, select SVP Category Accounts.
4. Scroll down to the Accounts list, select an account record, and modify the Parent Account field.