Using Category Aggregation

When it is enabled, you can use category aggregation to link fields back to SVP from the promoted products in the plans.

Note: A sales volume planning shipment record can be associated with many promoted products. However when an SVP shipment record is associated with a promoted product, no adjustment in shipment quantity is made for other promoted products with which the shipment record is associated. Therefore, each promoted product has the full shipment quantity associated with it.

To link fields back to SVP from the promoted products

  1. Navigate to the Sales Volume Planning screen.

  2. In the Accounts list, query for and select an account for which you want to link SVP fields back to the promoted products.

    Note: Account promotions with promoted categories, promoted products, and attributes must exist. For more information about account promotions, see Trade Promotions
  3. In the Category list, select the required category, and scroll down to the Category Baseline list.

  4. Click Calculate.