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.