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Configuring SVP Category Aggregation and Mass Change

To view the SVP data in units, Gross Revenue, and Net Invoice Revenue, use SVP Category Aggregation in the Consumer Goods application. SVP Category Aggregation enables the user to specify those fields that are linked back to SVP from the promoted products in the plans through user properties for business components. Before you can use Category Aggregation, you must enable it using Siebel Tools. For more information about promoted products, see Trade Promotions.

The Mass Change button allows you to perform an update on the Baseline Planning Currency and the Baseline Planning Qty fields for Category Baseline records. You can make other fields visible in the Field drop-down list in the Mass Change dialog box and enable Mass Change functionality on custom fields.

Configuring Baseline Custom Fields for Category Aggregation

You can add a custom baseline field to the category aggregation process. This field must be based on an extension column.

To configure a custom baseline field for category aggregation

1. Log in to Siebel Tools.
2. Create the column for the custom field in the applicable tables (S_PROD_BASELINE and S_CG_CAT_BASELN) by performing the following steps:
   1. In the Object Explorer, select the Table object, and in the Object List Editor, query for the applicable table.
   2. In the Object Explorer, select the Column child object, and create the column.
   3. Click Apply/DDL, select the Apply action, and click OK.

      For more information about extending columns in tables, see Configuring Siebel Business Applications.

3. Create the custom field in the following business components:
   • CG SVP Product Baseline
   • CG SVP Product Baseline - Aux
   • CG SVP Product Baseline - for Adding Data
   • CG SVP Category Baseline
   • CG SVP Category Baseline - Aux
   • CG SVP Category Baseline - for Adding Data

     To create the custom field, perform the following steps:

   1. In the Object Explorer, select the Business Component object, and in the Object List Editor, query for the business component.
   2. In the Object Explorer, select the Field child object, and create the custom field.
4. Create the list column for the custom field in the following applets:
   • CG SVP Product Baseline List Applet
   • CG SVP Category Baseline List Applet
   • CG SVP Account Product Baseline List Applet
   • CG SVP Account Category Baseline List Applet

     To create the list column, perform the following steps:

   1. In the Object Explorer, select the Applet object, and in the Object List Editor, query for the applet.
   2. In the Object Explorer, select the List child object, select the List Column child object, and create the list column for the custom field.
5. Create the user property for the custom field in the CG SVP Product Baseline-Aux business component by performing the following steps:
   1. In the Object Explorer, select the Business Component object, and in the Object List Editor, query for the CG SVP Product Baseline-Aux business component.
   2. In the Object Explorer, select the Business Component User Prop child object, and create a new user property with a name of the next available Build Tree name (for example, Build Tree 10) and a value of the custom field name.
6. Save all your changes, and back up the current SRF.
7. Recompile the SRF.
8. Stop the Siebel Server, and replace the old SRF with the newly compiled version.
9. Restart the Server.

Using Category Aggregation

When it is enabled, you can use category aggregation to link fields back to SVP from the promoted products in the plans.

NOTE:  A sales volume planning shipment record can be associated with many promoted products. However when an SVP shipment record is associated with a promoted product, no adjustment in shipment quantity is made for other promoted products with which the shipment record is associated. Therefore, each promoted product has the full shipment quantity associated with it.

To link fields back to SVP from the promoted products

1. Navigate to the Sales Volume Planning screen.
2. In the Accounts list, query for and select an account for which you want to link SVP fields back to the promoted products.

   NOTE:  Account promotions with promoted categories, promoted products, and attributes must exist. For more information about account promotions, see Trade Promotions.

3. In the Category list, select the required category, and scroll down to the Category Baseline list.
4. Click Calculate.

Making Extra Fields Available for Mass Change

You can update extra fields using the Mass Change button by adding new entries to the SVP Source LOV. After you add these extra fields, you can perform a mass change on these fields as described in Locking and Modifying SVP Data (End User).

To make extra fields available for mass change

1. Navigate to the Administration - Data screen, then the List of Values view.
2. In the List of Values list, create a new record. Repeat this step for all extra fields that you want to add.

   The following table describes some fields.

   Field	Comments
   Type	Enter SVP Source.
   Display Value	The display value of the field that you want to add.
   Language-Independent Code	The LIC of the field that you want to add.
   Order	The order that you want the field to appear in the drop-down list.