Siebel Consumer Goods Guide > Sales Volume Planning > Process of Performing Ongoing SVP Administrative Tasks >

Resetting Account and Category Levels


Resetting levels displays the current levels associated with each account that is represented in your SVP hierarchy. If you want the Account Level field to auto-populate in SVP views and forms, you must reset account and category levels. Resetting account levels allows you to view an account's level.

This task is a step in Process of Performing Ongoing SVP Administrative Tasks.

To reset Account and Category levels

  1. Navigate to the Administration - Sales Volume Planning screen, then the Other Actions view.
  2. In the Other Actions form, create a new record.
  3. From the Action field drop-down list, select Reset Levels, and enter text in the Description field.
  4. Click Execute Action.

    In the SVP Action list, the status of Pending appears in the Status field. After the levels in the account-product hierarchy are reset, the Status field changes to Complete and a dialog box appears, confirming that the action was successful.

Siebel Consumer Goods Guide Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.