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Aaccount category and account level allocation 1 Account Allocation Level parameter 1 account buying groups assigning products 1 account catalogs defined 1 product categories, assigning to an account 1 reviewed 1 account checkbook requesting payments by 1 account credit memos, reviewing 1 account deductions analyzing 1 viewing 1 account distribution list key account, deleting product 1 key account's distribution list, modifying 1 products, defining for an account distribution list 1 , 2 , 3 subaccounts, creating and defining 1 unauthorized products, adding to 1 account hierarchies account hierarchies, creating guidelines 1 account-subaccount relationship, creating 1 account managers funds, deals, and payments, reviewing 1 funds, reviewing 1 transferring a fund amount 1 account market segments about and product distribution 1 account plans adding to account promotions 1 account products account audit information, reviewing 1 associating with merchandising locations 1 account profile attribute about using Account Information view to query on 1 account promotions about 1 accounts, adding to 1 attachments, adding to 1 current plan, adding promotions to 1 note about relationship to corporate promotions 1 objectives, associating 1 retaining when deleting corporate promotions 1 reviewing 1 Account Targeting about using and example 1 note about updating contents of saved target list 1 note, about importance of database synchronization 1 note, about saving query using keyboard shortcut 1 process example, administrator procedures 1 process example, end-user procedures 1 query, deleting saved predefined query 1 query, making a predefined query public 1 query, refining 1 saving a target list 1 scenario, creating target lists for sales representatives 1 scenario, key account managers creating target lists 1 target list, creating 1 target list, creating based on demographics and assessments 1 target list, creating based on order 1 target list, creating based on store conditions 1 account team member removing yourself from 1 Account type classification, about 1 account-category hierarchies account and category levels, resetting 1 account subcategory hierarchy, creating 1 account-category hierarchy, creating 1 account-category hierarchy, deleting 1 account-category hierarchy, modifying 1 note about using Aggregate action 1 setting up, about 1 account-category relationships aggregation, performing 1 building, about and procedure 1 maximizing aggregation performance 1 parallel aggregation processing on multiple servers 1 account-product data manually entering 1 account-product nodes locking 1 locking manually 1 account-product trees account-product trees locks, resetting 1 locks, populating 1 locks, resetting 1 accounts about 1 Account Allocation Level parameter 1 account hierarchies, about 1 account hierarchies, guidelines for creating 1 account team member, removing yourself from 1 account-subaccount relationship, creating 1 activities, associating with an account 1 adding or modifying, about 1 address, associating to an account 1 address, creating for 1 audit information, reviewing 1 categories, about assigning using the Account Category view 1 classification, standard classification examples 1 contacts, associating to an account 1 creating 1 deleting 1 note, about associating with routes 1 objective, targeting list of accounts to 1 objective, targeting to 1 objectives, reviewing 1 profiling an account 1 promotions, creating for 1 routes, adding to 1 scenario 1 status, viewing 1 supply sources and products, associating 1 supply sources, associating 1 Accounts Contact view tab using to associate contacts to an account 1 accounts Gantt chart, viewing 1 accrual funds automatically creating accrual funds 1 manually creating accrual funds 1 Acquire Categories action about running 1 activities account's objectives, reviewing 1 accounts, associating with 1 objective status, checking 1 objective status, checking using charts 1 objectives, adding to 1 objectives, changing status associated with 1 retail visits, adding activities 1 visits, reviewing prior to visit 1 activity plan deduction activity plan, creating 1 templates, creating 1 adding account plans to account promotions 1 accounts 1 accounts to routes 1 available activity to retail activity 1 literature to deductions 1 products to a promotion 1 promoted categories to corporate promotions 1 unauthorized products to account's distribution list 1 addresses account, associating an address to 1 account, creating for 1 administrative setup tasks, table of 1 Aggregate action aggregation, performing 1 note and using 1 parallel aggregation processing on multiple servers 1 performance, improving 1 performing periodic aggregations, about 1 process described 1 Allocate button 1 Applications Administration Guide about using for set up tasks 1 Apply button 1 trade funds 1 Apply Period button, using 1 assessments creating target list based on 1 assets associating to inventory locations 1 attachments account promotions, adding to 1 deduction attachments, creating 1 audits account audit information, reviewing 1 merchandising audit, performing 1 retail audit, performing 1 Bbaseline basis quantity copying baseline basis quantity to 1 defined and generating 1 new products, generating for 1 precalculating an adjusted quantity 1 baseline data Baseline data set 1 promoted products, associating with 1 promotion planning controls 1 viewing data, viewing 1 Baseline Data button 1 baseline planning about 1 billings reviewing 1 business solutions, table of 1 buttons objectives, described and method 1 product distribution, described and method 1 retail visits, described and method 1 routes, described and method 1 sales volume planning, described and method 1 trade funds, described and method 1 trade promotions, described and method 1 buying groups about and associating products with 1 creating 1 creating, process overview 1 member accounts, associating with 1 products, associating with 1 supply sources and products, associating 1 CCalculate Source button 1 categories account, assigning to 1 acquiring 1 category and account level allocation 1 products, associating with 1 products, unadopting 1 queries, executing 1 Category Aggregation configuring 1 enabling 1 using 1 Category button 1 category promotions simulating 1 category-product hierarchies categories, acquiring 1 categories, associating products with 1 product, unadopting 1 setting up 1 CG Payment Process CG Payment business service 1 process of using 1 workflow process, accessing 1 workflow process, executing 1 workflow process, exporting 1 workflow process, importing 1 workflow process, testing 1 checkbook requesting payments by 1 child objectives, creating 1 collect payments reviewing 1 Commit button objective configurators 1 routes configurators 1 trade promotion, described and method 1 competitor products allowing for viewing 1 Conduct Retail Visit subprocess about 1 configuration information objectives, buttons and methods 1 product distribution, buttons and methods 1 Products button 1 retail visits, buttons and methods 1 routes, buttons and methods 1 sales volume planning, buttons and methods 1 Siebel EIM, configuring for funds 1 trade funds, buttons and methods 1 trade funds. setting user properties 1 trade promotion configurators, buttons and methods 1 trade promotions, user properties 1 Consumer Goods business solutions, table of 1 consumer goods screens, described 1 Consumer Goods funds CG Payment business service 1 CG Payment Process workflow process, accessing 1 CG Payment Process. exporting workflow process 1 CG Payment Process. importing workflow process 1 CG Payment Process. process of using 1 rolling up paid payments, process of 1 testing workflow process 1 workflow process, executing 1 consumption Consumption data set 1 data, viewing 1 contacts associating accounts to 1 corporate promotions about 1 accounts Gantt chart, viewing accounts 1 adding promoted categories 1 creating 1 Gantt chart, viewing in 1 Gantt charts, about 1 literature, attaching 1 note, about relationship to account promotions 1 plans Gantt chart, about 1 promoted categories, viewing 1 promotions Gantt chart, viewing 1 retaining account promotions when deleting corporate promotions 1 target account lists, committing to a 1 viewing 1 viewing literature 1 creating deductions 1 new retail activity 1 Credit Memo Administration view using to edit or modify memos 1 credit memos account credit memos, reviewing 1 creating or modifying 1 cycle count, performing 1 Ddatabase system administration using local database 1 dates, changing for an objective 1 deals closing 1 created for funds, reviewing 1 promoted product, reviewing for 1 promotion, creating a deal for 1 promotion, reviewing for 1 reconciling against payments 1 deduction resolution process overview 1 deductions account credit memos, reviewing 1 account deductions, viewing 1 account's deductions, analyzing 1 activity plan templates, creating 1 creating or editing 1 credit memos, creating or modifying 1 deduction activities, creating 1 deduction activity plans, creating 1 deduction attachments, creating 1 deduction literature, reviewing 1 deduction notes, creating 1 deductions resolution workloads, analyzing 1 generating deductions, process overview 1 invoices, associating or modifying 1 literature, adding to deductions and examples 1 managing HQ deductions scenario 1 occurrence of deductions 1 payments, voiding and canceling 1 promotion deductions, managing business scenario 1 resolving deductions, about 1 resolving HQ deductions, about 1 resolving promotion deductions 1 reviewing, querying, sorting, and assigning 1 splitting deductions, example and procedure 1 types of 1 workflow example, administrator procedures 1 workflow example, end-user procedures 1 Delete button 1 deleting account-category hierarchy 1 accounts 1 products 1 saved query 1 demographics creating target list based on 1 deposits, recording 1 direct distribution, about 1 distribution codes classification type, about 1 setting up 1 distribution lists about and distribution methods 1 account's distribution list products, viewing 1 product distribution, example 1 unauthorized products, defined 1 drop-down list features that use periods 1 EExecute Action button 1 Execute button 1 Ffeatures, new 1 fixed funds automatically creating fixed funds 1 defined 1 manually creating fixed funds 1 fund payments, reviewing 1 funds account checkbook, requesting payments by 1 accrual funds, creating automatically 1 accrual funds, creating manually 1 adjustments, creating for a fund 1 CG Payment business service 1 CG Payment Process workflow process, accessing 1 CG Payment Process, exporting workflow process 1 CG Payment Process, importing workflow process 1 CG Payment Process, process of using 1 deals, reviewing created for a fund 1 defined 1 fixed funds, creating automatically 1 fixed funds, creating manually 1 fund amount, transferring 1 fund payments, reviewing 1 fund transfer, approving 1 grandchild fund, adding to 1 methods, invoked in trade funds 1 parent fund, adding child fund 1 payments, submitting 1 plan, about allocating to 1 reviewing funds 1 rolling up paid payments, process of 1 Siebel EIM, configuring for funds 1 testing workflow process 1 user properties, setting for funds 1 workflow process, executing 1 GGantt charts about 1 accounts Gantt chart, viewing 1 corporate promotions, viewing 1 plans Gantt chart, viewing 1 promotions Gantt chart, viewing 1 Generate button 1 grandchild fund, adding to fund 1 Hhierarchies See Defining the SVP Hierarchy HQ deductions about 1 resolving 1 Iincremental data set 1 indirect distribution, about 1 Intersection button trade promotions, described and method 1 inventory and order management about 1 billings, reviewing 1 deposits, recording 1 inventory locations, associating assets to 1 retail orders, taking 1 van information, recording 1 van inventory, verifying 1 invoices associating or modifying 1 note, about creating invoices 1 note, about viewing all invoices 1 outstanding, reviewing 1 Llift factors about 1 copying a lift factor 1 promotion simulation, viewing lift factors available for 1 List Products button 1 literature corporate promotion, viewing 1 corporate promotions, attaching to 1 deduction literature, reviewing 1 deductions, adding to and examples 1 local database system administration using local database 1 locations associating merchandising locations with account products 1 Lock button 1 locking account-product node resetting 1 locking account-product nodes 1 locking, about 1 manually 1 MMarket segment classification type about 1 market segmentation, definition 1 marketing administrators approving a fund transfer 1 mass change configuring 1 enabling 1 making extra fields available 1 Mass Change button note, about using to change multiple periods 1 sales volume planning 1 member accounts buying groups, associating with 1 merchandising audit, performing 1 merchandising locations associating with account products 1 modules and options, about 1 My Routes view using to schedule visits 1 Nnew features 1 notes, creating deduction notes 1 Oobjective data set 1 objectives account promotions, associating 1 account, targeting to an objective 1 activities, changing status associated with 1 applying 1 child objectives, creating 1 configuration information 1 dates for an objective, changing 1 objective, creating 1 overview 1 recommended activities, adding 1 reviewing 1 scenario 1 status, checking 1 status, checking using charts 1 store visits, scheduling 1 targeting list of accounts to 1 trade promotions, role in 1 workflow example, administrator procedures 1 workflow example, administrator setup procedures 1 workflow example, end-user procedures 1 workflow example, maintenance procedures 1 OK button 1 order management See About Inventory and Order Management orders target list, creating based on 1 outstanding invoices reviewing 1 Pparallel aggregation processing on multiple servers 1 parent fund adding child fund to parent fund 1 parent-child relationship, creating 1 payments caution, about using Siebel EIM to update 1 deal, reconciling to the associated payments 1 fund, submitting against 1 record and collect payments, reviewing 1 voiding and canceling 1 percentage basis calculation in sales volume planning 1 Period field features that use periods 1 Period Type List of Values creating values for 1 periods caution, about conflicting start dates 1 features that use periods 1 Period Type List of Values, creating values for 1 periods, creating 1 period-type aggregation, about 1 personalization attributes, setting up Account Channel field, about 1 Account Channel field, predefined values 1 Product Differentiator field, about 1 plans approval, obtaining for 1 creating a plan 1 new promotion, adding to 1 note about changing plan status 1 revising plan 1 submitting plan 1 plans Gantt chart, viewing 1 product baseline lists executing queries 1 product distribution account catalogs, assigning product categories to 1 account distribution list, creating and define subaccounts 1 account market segments, about 1 buying groups, about and associating products with 1 controlling, about 1 distribution codes, setting up 1 distribution list, defining products for 1 , 2 , 3 distribution list, example 1 distribution lists, about and distribution methods 1 personalization attributes, setting up 1 workflow example, administrator procedures 1 workflow example, end-user procedures 1 Product Explorer, using 1 product modules and options, about 1 products account products, reviewing 1 assigning to buying groups 1 competitor products, viewing 1 defining products, overview 1 key account distribution list, deleting 1 product catalog, about and sample catalog-category hierarchy 1 Product Explorer, using 1 product lines, creating 1 product record, creating 1 sales representative, exchanging products between 1 Sales Volume Planning module, and the account-subcategory hierarchy 1 scenario 1 supply sources and products, associating 1 unauthorized product, defined 1 workflow example, administrator procedures 1 workflow example, end-user procedures 1 Products button about 1 trade funds 1 trade promotions, described and method 1 promoted categories viewing of corporate promotion 1 promoted products adding 1 baseline and shipment data, associating with 1 deals, reviewing for 1 promotion planning controls 1 promotion deductions, resolving 1 promotion planning controls 1 promotions account promotions, reviewing 1 account, creating for 1 category promotion, simulating 1 corporate promotions, adding promoted categories 1 corporate promotions, attaching literature 1 corporate promotions, creating 1 corporate promotions, viewing 1 corporate promotions, viewing in Gantt chart 1 corporate promotions, viewing literature 1 corporate promotions, viewing promoted categories 1 deals, creating a deal for 1 deals, reviewing for a promotion 1 lift factors, copying 1 lift factors, viewing available for promotion simulation 1 promoted product and categories, about simulating promotions for 1 promoted products, simulating outside a promotion 1 trade promotion scenario 1 types of 1 promotions Gantt chart, viewing 1 Qquerying categories and baseline lists, executing in 1 deleting saved predefined query 1 note, about product and store condition versus store condition only 1 predefined query, making public 1 quota data set 1 Rrecord payments reviewing 1 Refresh button sales volume planning 1 trade funds 1 Release Commitments 1 resetting account and category levels 1 account-product tree locks 1 resolving deductions about 1 HQ deductions 1 promotion deductions 1 retail activities merchandising audit, performing 1 performing, about 1 retail assessments, performing 1 retail audits about performing 1 retail orders, taking 1 retail visits account audit information, reviewing 1 account products, reviewing 1 account promotions, reviewing 1 account's objectives, reviewing 1 activities, adding 1 activities, reviewing prior to visit 1 assessments, performing 1 beginning retail visit 1 configuration information, buttons and methods 1 ending a retail visit 1 merchandising audit, performing 1 planning 1 retail activities, about performing 1 retail audit, performing 1 retail visits, about 1 sales representative, exchanging products between 1 scenario 1 store conditions, reviewing 1 workflow example, end-user procedures 1 Revise button 1 Route Explorer view using to add accounts to a route 1 routes accounts, adding to routes 1 accounts, adding to using the Route Explorer view 1 configuration information, buttons that invoke methods 1 creating routes 1 guidelines for creating routes 1 note, about associating accounts with a route 1 note, about limited duration routes 1 process flow example, end-user procedures 1 scenario, creating routes for retail sales representatives 1 scenario, creating routes that change frequently 1 scenario, retail managers creating routes for sales representatives 1 target lists, assigning to 1 using, about 1 visits, scheduling from the My Routes view 1 Routes Accounts view using to add account to a route 1 Ssales managers approving a fund transfer 1 sales representatives exchanging products between 1 sales volume planning account-category hierarchies, about setting up 1 account-product nodes, locking manually 1 account-product trees locks, populating 1 account-product trees, building 1 baseline basis quantity, copying baseline basis quantity to 1 baseline basis quantity, defined and generating 1 baseline basis quantity, generating for new products 1 baseline basis quantity, precalculating an adjusted 1 category and account level allocation 1 category and product baseline lists, executing queries 1 category-product hierarchies, setting up 1 configuration, buttons and methods 1 data, about viewing 1 data, viewing 1 five data sets, about using for forecasting 1 locking account-product nodes 1 locking nodes 1 manually entering 1 percentage basis calculation 1 period-type aggregation 1 quantity, used in context 1 sales volume planning business service, accessing 1 sales volume planning data, manually entering 1 sales volume planning source data, adjusting 1 scenario 1 Sales Volume Planning module account-subcategory hierarchy, about using with 1 baseline and target planning process 1 workflow policies, process overview 1 saving note, about using keyboard shortcut or Save Query As dialog 1 target list 1 Schedule - Routes More Info view button 1 Schedule - Target Accounts view button routes configurators 1 screens, described 1 servers parallel aggregation processing on multiple servers 1 setup tasks administrative tasks, table of 1 implementation of modules or options, process of 1 Period Type List of Values, creating values for 1 periods, creating 1 Siebel workflow policies, setting up 1 Siebel workflow process overview 1 shared notes, about 1 shipment data button, described and method 1 promoted products, associating with 1 promotion planning controls 1 shipment data set 1 shipments data, viewing 1 Siebel eBusiness Applications modules about 1 Siebel Enterprise Integration Manager caution, updating status of the Payment record 1 funds, configuring for 1 Simulate button promoted product, described and method 1 trade promotion, described and method 1 Skip All button 1 source data excluding or skipping 1 splitting deductions example and procedure 1 store conditions note, about querying product versus store condition 1 reviewing 1 target list, creating based on 1 store visits, scheduling 1 subcategories about SVP adoptees for the parent 1 supply sources associating with a product 1 SVP Adopt button 1 SVP Adoptee field about populating automatically 1 system administration using your local database 1 Ttarget data set 1 data, viewing 1 target account lists committing to corporate promotion 1 target lists Account Targeting, creating for 1 demographics and assessments, creating based on 1 note about updating contents of saved target list 1 note, about saving query using keyboard shortcut 1 note, about synchronizing with Siebel server 1 orders, creating Account Targeting based on 1 query, refining for Account Targeting 1 routes, assigning to 1 saving a target list 1 store conditions, creating Account Targeting based on 1 target planning process about 1 templates creating activity plan templates 1 trade funds account checkbook, requesting payments by 1 accrual funds, creating automatically 1 accrual funds, creating manually 1 adjustments, creating for a fund 1 fixed funds, creating automatically 1 fixed funds, creating manually 1 fund amount, transferring 1 fund payments, reviewing 1 fund transfer, approving 1 fund, defined 1 funds, adding a grandchild fund 1 funds, reviewing 1 methods, invoked in trade funds 1 parent and child funds 1 parent fund, adding child fund to 1 scenario 1 Siebel EIM, configuring for funds 1 user properties, setting for funds 1 trade promotions note, about relationship between corporate and account promotions 1 objectives, role of 1 plans, creating 1 promoted products, about promotion simulation 1 promotions, about simulating for products and categories 1 scenario 1 types of 1 Trade Promotions deductions about 1 trade promotions, configuring buttons and methods, invoking 1 Products button 1 retaining account promotions when deleting corporate promotions 1 user properties 1 transferring funds approving fund transfer 1 fund amount, transferring 1 Uunadopting a product 1 unauthorized products account's distribution list, adding to 1 defined 1 Union button trade promotions, described and method 1 Unlock button 1 Update button for retail execution 1 Use Authorized Products Only user property 1 user properties funds, setting 1 trade promotions 1 Vvan information, recording 1 van inventory, verifying 1 visits account's objectives, reviewing 1 activities, reviewing prior to visit 1 retail visit, beginning 1 scheduling visits using the My Routes view 1 Wworkflow policies Consumer Goods modules that user workflow policies 1 Sales Volume Planning module, set up process overview 1 workloads analyzing deductions workloads 1 |
Siebel Consumer Goods Guide |