Siebel Consumer Goods Guide > Sales Volume Planning > Process of Performing Ongoing SVP Administrative Tasks >

Allocating Changes Down Multiple Levels of the Account Hierarchy

If you need to allocate changes down multiple levels of the account hierarchy, use the Administration - Sales Volume Planning screen and run an Allocate action. For example, if the Vice President of Sales mandates a change in the forecast at the root account level that applies to all accounts in the hierarchy, run the Allocate action. This action pushes changes down the account hierarchy from the selected account to any of the 10 hierarchical levels. For more information about allocating changes, see Locking and Modifying SVP Data (End User) and About Category and Account Level Allocation.

When changes are made to a volume, they are automatically rolled up and pushed down the category-product hierarchy with the account node being worked on. To push the changes down to the next level of account nodes, click the Allocate button. Because the allocation process can involve updating thousands of records, the system is designed to allow end users to only allocate down one level of the account hierarchy at a time. To allocate down more than one level or to aggregate up the account hierarchy, an administrator must initiate this action from the SVP Administration view. When a value is changed at the Category Baseline level, that change must be pushed down to the Product Baseline level and converted to the other units of measure before being rolled-up back to the original category baseline level.

Sales volumes (in currency, units, cases, and so on) can be entered at any level of the account or product hierarchy and pushed down or rolled-up the hierarchy, to keep all numbers in the hierarchy in synchronization.

This task is a step in Process of Performing Ongoing SVP Administrative Tasks.