Siebel Consumer Goods Guide > Trade Promotions > Process of Managing Account Promotions (End User) >

Transferring Incremental Volumes for Account Promotions to SVP

You can transfer to the Sales Volume Planning module the aggregate values in the Incremental field in the Promoted Product Baseline list for all account promotions. As part of the transfer procedure, you perform additional steps in the Sales Volume Planning module to aggregate and allocate these transferred values.

This task is a step in Process of Managing Account Promotions (End User).

To transfer incremental volumes for account promotions to SVP

1. Navigate to the Promotions screen, then the Account Promotions List view.
2. Click Aggregate.

   For all account promotions, a separate total is created for each product and account combination that is associated with the values in the Incremental fields in the Promoted Product Baseline list. Then, the Promotion Incremental Qty field in the Product Baseline list in sales volume planning is updated with these totals.

3. Complete an aggregation in sales volume planning. For information about how to complete this aggregation, see Performing the Initial Aggregation.

   The Aggregated Incremental Qty field in the Product Baseline list in sales volume planning is updated with totals of the values in the Promotion Incremental Qty fields for accounts in lower levels of the account hierarchy. Also, the Incremental Qty field in the Product Baseline list in sales volume planning is updated. This field is calculated as follows: Promotion Incremental Qty plus Aggregated Incremental Qty.

4. Complete an allocation in sales volume planning. For more information about how to complete this allocation, see Locking and Modifying SVP Data (End User).

   The Allocated Incremental Qty field in the Product Baseline list in sales volume planning is updated with an allocated part of the values in the Promotion Incremental Qty field for accounts in higher levels of the account promotion hierarchy. Also, the Incremental Qty field in the Product Baseline list in sales volume planning is updated. This field is calculated as follows: Promotion Incremental Qty plus Aggregated Incremental Qty plus Allocated Incremental Qty.