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Precalculating Adjusted Baseline Basis Quantities

After you establish a baseline basis quantity, you can adjust this quantity to reflect growth or decline rates by using a percentage change algorithm or a trended volume by period algorithm.

You can precalculate changes to the baseline basis quantity. This predetermination of the quantity shows values for this data and provides you with a quick reference to the total quantity. If you think that quantity values were skipped and want to understand the source value (predetermination) for all periods (including skipped periods), select the same periods before performing the predetermination.

After making all of the needed adjustments to the baseline basis quantity, you copy the values to the baseline basis planning quantity.

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

To precalculate an adjusted baseline basis quantity

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. In the Account field, select the account in the account-product hierarchy to use to calculate the adjusted baseline basis.
4. Select a value in the Category field or the Source Product field for the category or product in the category-product hierarchy to use to calculate the adjusted baseline basis.

   NOTE:  You must select the Account field before you select the Category field or the Source Product field.

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 Calculate Source.

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

7. (Optional) Enter a quantity value in the Override field.

   The value in the Override field appears in the Target Value field, and the %Change field is adjusted to reflect the value in the Override field.

   NOTE:  The Override field does not depend on the values in the Algorithm field or %Change field.