Siebel Consumer Goods Guide > Sales Volume Planning >

Copying Baseline Information to Other Fields

The baseline quantity is the quantity of product that would have been sold without an account promotion. After establishing a baseline quantity, account managers can use this value in conjunction with the Trade Promotions module to better plan incremental quantity for account promotions. You can also use the baseline quantity to establish and generate target quantities.

When you copy baseline information to other fields in the Siebel Consumer Goods application, you can copy baseline information:

• From the Baseline Basis Qty field to the Baseline Planning Qty field.

  After copying, SVP administrators release the imported SVP data to their senior managers. These managers modify the data to reflect their markets and allocate the modified quantities down the account-product hierarchy. For more information about modifying the data, see Skipping SVP Source Data (End User).

• From the Baseline Planning Qty field to the Baseline Qty field.

  After senior managers modify and allocate the baseline planning quantities, you can copy the Baseline Planning Qty field to the Baseline Qty field.

• From the Baseline Qty field to the Baseline PY Qty field.

  To establish baseline quantities for the prior year, you can copy the Baseline Qty field to the Baseline PY Qty field.

• From the Baseline Qty field to the Baseline Target Qty field.

  To establish baseline quantities for expected targets, you can copy the Baseline Qty field to the Baseline Target Qty field.

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

To copy baseline information into other fields

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 Field.
4. Complete the necessary fields.

   The following table describes some fields.

   Field	Comments
   Description	A description of the action that creates the sales volume plan, for example, copy Baseline Basis Qty to Baseline Planning Qty.
   Account	The account in the account-product hierarchy to copy.
   Category	The category in the category-product hierarchy to copy. Select a value in the Category field or the Source Product field. You must select the Account field before you select the Category field or the Source Product field.
   Source
   Source Product	The product in the category-product hierarchy to copy. Select a value in the Category field or the Source Product field.
   Source Field	The source field to copy from.
   Start Period	The starting period of the source field.
   End Period	The ending period of the source field.
   Source Value	The source value to copy.
   Apply ADL	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. For more information about Authorized Distribution Lists, see Product Distribution.
   Default Value	If you select the Apply ADL check box, the Default Value field is available. Enter a default value for those ADL accounts that do not buy or receive the source product.
   Include Skipped	Select this field to include skipped account-product periods.
   Algorithm
   Algorithm	The algorithm, for example, Percentage Change or Trended Volume-Period. For more information about algorithms, see About SVP Algorithms.
   %Change	The percentage change from the source field to the target field. You must select Percentage Change in the Algorithm field to enter data in this field.
   Override	If the target field value already exists in the database, you can use this field to specify a value that overrides that value.
   Target
   Target Product	The product in the category-product hierarchy to which a value is copied. Select a value in the Category field or the Source Product field.
   Target Field	The target field to which a value is copied.
   Start Period	The starting period of the target field.
   End Period	The ending period of the target field.
   Duration	The length of the target field from the start period to the end period.
   Target Value	The value of target. This constant target value overwrites all other values.

5. Click Execute Action.

   In the SVP Action list, the status of Pending appears in the Status field.

   NOTE:  If you prepare sales volume data for multiple periods and want to track the progress of the action, click the Sub Actions view tab to see the status of the periods as they are processed.

   After the fields are copied, the Status field changes to Complete and a dialog box appears, confirming that the action was successful.