Siebel Consumer Goods Guide > Sales Volume Planning >

Performing the Initial Aggregation

The SVP Aggregate action executes and builds the account-category relationships that are defined earlier in the physical database. After this process is complete, SVP users can navigate the associated account-category hierarchy to understand or change periodic product movement data.

You can specify that the Aggregate action aggregates baseline data and rolls up incremental quantity from any level across the entire account-category-product hierarchy. You can also aggregate specific source fields (such as incremental quantity) rather than the entire source table.

You must run the SVP Aggregate action independently for each product movement table: baseline, target, consumption, and shipment. For example, a planning administrator who wants to establish targets and a baseline basis must run the Aggregate action twice—the first time to establish the targets and a second time to establish a baseline basis. You use the same SVP hierarchy when performing the Aggregate action for targets and a baseline basis. The Aggregate action fails if the product movement tables do not contain data.

NOTE:  Before performing aggregation, make sure that products are associated with the authorized product distribution list for their respective account. For more information about distribution lists, see Creating Distribution Lists.

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

To perform an aggregation

1. Navigate to the Administration - Sales Volume Planning screen.
2. In the Aggregate view, create a new record.
3. From the Action field drop-down list, select Aggregate.
4. Complete the necessary fields.

   The following table describes some fields.

   Field	Comments
   Description	The name of the sales volume plan.
   Source Table	The complete data set (baseline, shipment, consumption, or target) that you want to aggregate. Select a source table if you want to aggregate the entire data set.
   Source Field	The subset of data that you want to aggregate (for example, incremental quantity or shipped quantity). Select a source field if you want to limit the aggregation to a specific column of SVP data.
   Start Period	The starting period of the source field or table.
   End Period	The ending period of the source field or table.
   Starting Account Level	The level of the hierarchy from which you want to begin the aggregation. If this field is blank, aggregation starts at the lowest level of the account hierarchy.

5. Click Execute Action.

   In the SVP Action list, the status of Pending appears in the Status field.

   NOTE:  If you prepare sales volume data for multiple periods and want to track the progress of the action, click the Sub Actions view tab to see the status of the periods as they are processed.

   After the aggregation is built, the Status field changes to Complete and a dialog box appears, confirming that the action was successful.