SVP Build Tree Job Is Not Creating Category And Product Baselines In 19
(Doc ID 2617743.1)
Last updated on JULY 14, 2020
Applies to:Siebel CRM - Version 19.8 and later
Information in this document applies to any platform.
On : 19.8 version, Client Functionality
Build Tree job is not Working in Siebel 19.8 where Category and Product Base line records are not getting created.
When we run SVP with Aggregate Action for a Account, Category and Product Baseline records are not created for Periods. Job as been completed successfully
The issue can be reproduced at will with the following steps:
1. Enable all components under Workflow group
2. Change Workflow Monitor Agent component parameters
Action interval=60;Group Name = CG SVP;Default Tasks = 1
3. Go to Admin Server Management >>Jobs create new Component='Generate Triggers'
In Job Parameters
Privileged User = SIEBEL
Privileged User Password = SIEBEL
Remove = True
4. Submit the Job and status changes to SUCCESS
5. Submit another job with Remove = false
This is Component setup.
Now start with Data Setup
- Add the responsibility ‘CG Option Sales Volume Planning’ to the View ‘CG SVP Product Category Account Admin View’ for the logged-in user (e.g., SADMIN)
- Created new Account "Test Account"
- Created new product 'Test Simple Product' and added product under Active Price List
- Go to Account>>Prod Distribution and add Test Simple Product
- Navigate to Site Map > Administration - Catalog created new 'Test Catalog' further create new 'Test Category' and Add product 'Test Simple Product' under it
- Navigate to Site Map > Administration - Catalog > SVP Categories >Visibility Filter: All Categories
- Query for 'Test Category' and drilldown. Add 'Test Simple Product' in Products applet.
- Highlight product and click the "SVP Adopt" button. Result: The SVP Adoptee flag is now set to Y on the respective product.
- Navigate to Site Map > Administration - Catalog > SVP Categories > Visibility Filter: SVP Category Accounts
- Query for 'Test Category' and drilldown. Add Account 'Test Account' in "CG SVP Account List Applet" applet.
- Go to Administration Data>Periods and Created 2 periods with name as below
Name Start Date End Date
SVP_202001 1/1/2020 12/31/2020
SVP_202002 2/1/2020 2/29/2020
- Administration Data >>Account Product, Query for Account 'Test Account'
- Under Baseline tab added 'Test Simple Product'
- In same view add periods created in step 11 in 'Product Baseline' applet.
- Provide some values in Basis Qty, Baseline Planning, Baseline Cases
- Go to Administration - Sales Volume Planning>>SVP Actions>>Aggregate.
Create a new records Action=Aggregate, Description=Test AC, Source Table=Baseline, Start Period=SVP_202001, End Period=SVP_202002, Account =Test Account
Click on Execute Action and status Changes to complete
- Go to Administration - Sales Volume Planning>>SVP Actions>>Other Actions
Create New record with Action=Populate Locks, Description= Test AC and Click on 'Execute Action'. Status changes to complete
- Now go to Sales Volume Planning screen and query for "Test Account". Category Baseline and Product Base lines are not create
Note: Working fine in IP16 but not working in IP19
For more information Doc ID 1530312.1 will help to do Sales Volume Planning setup in siebel
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