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Skipping SVP Source Data (End User)

After importing the SVP source data, managers can make adjustments to reflect changes in the account-product hierarchy. For example, an account might no longer be part of your organization, a product might be discontinued, or a period might not apply to SVP. You make these adjustments by excluding or skipping some of the source data. You can skip data at any level of the hierarchy. For any parent records that you skip, all associated child records are also skipped. You can skip data for baseline or shipment data.

The following procedure uses shipment data as the source for the SVP process. Your company might use a different source depending upon its business requirements.

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

To skip source data

1. Navigate to the Sales Volume Planning screen and click either of the following links, as appropriate to your needs:
   • Baseline. To view the Baseline view.
   • Shipment. To view the Shipment view.
2. In the Accounts list, select an account record.
3. In the Category list, select the product record for which you want to view shipments.

   In the Category Shipment list, the quantity of shipped product for the selected account-product pair appears.

4. In the Category Shipment list, select the Skip check box for each period that you want to skip.

   You can skip data at any level.

   NOTE:  If you skip a category, all products in that category are skipped. If you do not want to skip all products in a category, you can skip at the product level.

   When the administrator aggregates this data, the periods for which you select the Skip check box are not included in the final numbers.