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About Category and Account Level Allocation

Category and account level allocation functionality allows users to push changes down the account and category-product hierarchies in segments to allow groups of users to make subsequent changes.

Also known as intra-account allocation, category allocation occurs automatically after a user changes baseline records. It occurs in the category-product structure associated with the specific account that a user modifies. When a user makes a change and commits that change by stepping off the record, the change is pushed out through the category-product hierarchy in that account.

Trigger account level allocation using one of the following methods:

• Down one level. You can allocate changes down one level using the Allocate button in the Sales Volume Planning screen.
• Down multiple levels. Only an administrator can allocate changes down multiple levels, using the Administration - Sales Volume Planning screen.

About Allocating Changes Down One Level of Account Hierarchy

By allocating changes while in the Sales Volume Planning screen, the end user can allocate changes down one level of the account hierarchy.

NOTE:  Category-product changes are allocated in the account immediately when the user steps off of the record.

For more information about allocating changes, see Locking and Modifying SVP Data (End User).

About the Account Allocation Level Parameter

The Account Allocation Level parameter defines the scope of an allocation. It specifies the account level in the SVP hierarchy that is used when performing an SVP allocation action. For example, to allocate two levels, navigate to the Administration - Sales Volume Planning screen, and in the Action form, click the Allocation Level drop-down arrow, and select Allocation Level 2.

NOTE:  The parent account is always Level 1, and each subaccount level is the next sequential number. These allocation levels are specific to the SVP account hierarchy.