Siebel Consumer Goods Guide > Sales Volume Planning > Process of Establishing Baseline Basis Quantities >

Generating Baseline Basis Quantities for New Products


For new products, you can copy baseline shipment or consumption data from a similar existing product to generate a baseline basis. After determining the source of the baseline basis, for example, historical shipments of a similar product, you copy these records to the new product's baseline basis quantity.

This task is a step in Process of Establishing Baseline Basis Quantities.

To generate a baseline basis quantity for a new product

  1. Navigate to the Administration - Sales Volume Planning screen, then the Copy Actions view.
  2. In the Copy Actions form, create a new record.
  3. From the Action field drop-down list, select Copy Product.

    NOTE:  If you want to copy information between products, the products must be part of the same account. If products are part of the same account hierarchy but at different account levels, you cannot copy product information from an existing product to a new product.

  4. Select the Apply ADL check box if you want to create records for only the accounts that are already added to the ADL (Authorized Distribution List) for the new product:
    • If no ADL is established for the new product, or if you want to sell the new product to the same accounts to which you sell the source product, leave this check box blank.
    • If you select the Apply ADL check box, the Default Value field is available, and you can enter an estimated value for those ADL accounts that do not buy or receive the source product.
  5. Complete the rest of the fields in the form.

    Step 6 of Generating Baseline Basis Quantities for Existing Products describes the available fields.

  6. Click Execute Action.

    In the SVP Action list, 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. On the Sales Volume Planning screen, the Basis Qty field in the Category Baseline list is now populated for this new product.

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