Generating Baseline Basis Quantities for Existing Products

For existing products, you can use shipment or consumption data from an earlier period or baseline data from a demand planning tool as the source data for generating a baseline basis. After determining the source of the baseline basis, for example, historical shipments, you copy these records to the baseline basis quantity.

This task is a step in Process of Establishing Baseline Basis Quantities.

To generate a baseline basis quantity for an existing product

1. Navigate to the Administration - Sales Volume Planning screen, then the Copy Actions view.

2. In the Copy Actions form, create a new record.

3. From the Action field drop-down list, select Copy Field.

4. In the Account field, select the highest level account structure, for example, All Accounts or Company HQ.

5. Select a value in the Category field or the Source Product field.

   Note: You must select the Account field before you select the Category field or the Source Product field.

6. Complete the rest of the fields in the form.

   The following table describes some fields.

   Field	Comments
   Description	A description of the action that creates the sales volume plan, for example, copy Shipped Qty to Baseline Basis Qty.
   Category	The category in the category-product hierarchy.
   Source
   Source Product	The product in the category-product hierarchy.
   Source Field	The source field of the baseline basis, for example, Shipped Qty or Consumed Qty.
   Start Period	The starting period of the source field.
   End Period	The ending period of the source field.
   Include Skipped	Select this field to include skipped account-product periods.
   Algorithm
   Algorithm	The algorithm, for example, Percentage Change or Trended Volume-Period. For more information about algorithms, see About SVP Algorithms.
   %Change	The percentage change from the source field to the target field. You must select Percentage Change in the Algorithm field to enter data in this field.
   Target
   Target Field	The target field of the baseline basis, for example, Baseline Basis Qty.
   Start Period	The starting period of the target field.
   End Period	The ending period of the target field.

7. 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 fields are copied, the Status field changes to Complete and a dialog box appears, confirming that the action was successful. On the Sales Volume Planning screen, the Basis Qty field in the Category Baseline list is now populated for this product.