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Siebel Consumer Goods Guide
What's New in This Release
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Consumer Goods Product Overview
About Siebel Consumer Goods
Key Features of Siebel Consumer Goods Products
About Product Modules and Options
About Business Functions of Screen Tabs
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Getting Started
Siebel Consumer Goods Administrative Setup Tasks
Selected Setup Procedures
Creating Periods
Setting Up Siebel Workflow Processes for Consumer Goods
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Managing Accounts
About Accounts
Scenario for Setting Up and Maintaining Accounts
Process of Managing Accounts
Creating or Modifying Accounts
Deleting Accounts
Setting Up Account Hierarchies
Profiling Accounts
Creating Addresses for Accounts
Removing Yourself from Account Teams (End User)
Associating Activities with Accounts (End User)
Associating Contacts with Accounts (End User)
Adding Merchandising Locations to Accounts (End User)
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Products
About Catalog and Product Administration for Consumer Goods
About Catalog Category Hierarchies
Scenario for Setting Up and Managing Products
Process of Managing Products
Defining Products
Defining Product Lines
Using the Product Explorer (End User)
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Product Distribution
About Controlling Product Distribution
About Distribution Lists
About Account Market Segments
About Buying Groups
Scenarios for Managing Product Distribution
Process of Managing Product Distribution
About Creating and Modifying Distribution Lists
Creating Distribution Codes
Creating a Distribution List
Deleting Products from a Key Account Distribution List
Amending a Distribution List
Setting Up Account Channel Values
Assigning Product Categories to Account Catalogs
Viewing and Modifying Distribution List Products (End User)
Reviewing Account Catalogs (End User)
Creating Buying Groups (End User)
Associating Sources of Supply with a Product (End User)
Associating Account Products with Merchandising Locations (End User)
About Product Distribution Configuration
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Sales Volume Planning
About Sales Volume Planning (SVP)
About Basis, Baseline Planning, and Baseline Data Elements
About Buttons and Methods Used in SVP
Scenario for Using SVP
Process of Sales Volume Planning
Setting Up a Category-Product Hierarchy
Setting Up the Account Hierarchy
Creating a Category-Product Hierarchy
Associating Products with Categories
Acquiring Categories
Deleting Products and Categories
Defining the SVP Hierarchy
About the SVP Aggregate Action Process
Performing the Initial Aggregation
(Optional) Process of Running Aggregation Processing in Parallel
Populating Locks
Establishing a Baseline Basis Quantity
Generating Baseline Basis Quantities for Existing Products
Generating Baseline Basis Quantities for New Products
Precalculating an Adjusted Baseline Basis Quantity
About SVP Algorithms
Copying Baseline Information to Additional Fields
Manually Entering SVP Data
Performing Ongoing SVP Administration Tasks
Creating SVP Periods
Importing or Copying SVP Data
Resetting Account and Category Levels
Performing Periodic Aggregations
Allocating Changes Down Multiple Levels of the Account Hierarchy
Resetting SVP Hierarchy Levels
Resetting SVP Hierarchy Locks
About SVP Data (End User)
Viewing SVP Data (End User)
About Querying the Category and Product Lists (End User)
Skipping SVP Source Data (End User)
Locking and Modifying SVP Data (End User)
About Category and Account Level Allocation (End User)
Number Handling and SVP Actions and Percentage-Basis Calculation
About Configuring Siebel Consumer Goods for SVP
(Optional) Modifying the SVP Business Service
(Optional) Configuring SVP Category Aggregation and Mass Change
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Trade Promotions
About Trade Promotions
Scenario for Setting Up and Carrying Out Trade Promotions
Process of Managing Trade Promotions
Creating Corporate Promotions
Adding Promoted Categories to Corporate Promotions
Adding Products to Promoted Categories
Attaching Literature to Corporate Promotions
Viewing Corporate Promotions (End User)
Simulating Promotions for Promoted Products and Categories (End User)
Viewing and Copying Lift Factors (End User)
Creating Plans (End User)
Obtaining Approvals for a Plan
Creating Deals for Promotions (End User)
Working with Promoted Categories (End User)
Adding Promoted Categories to Account Promotions
Creating a Deal for a Promoted Category
Associating Products with a Promoted Category
Working with Promoted Products (End User)
Creating a Deal for a Promoted Product
Associating Baseline and Shipment Data with Promoted Products
Working with Promotions (End User)
Adding Attachments to Promotions
Associating Objectives with Promotions
Committing Target Account Lists to a Corporate Promotion
Creating Promotions for an Account
About Configuring Trade Promotions
Configuring the Spread Button
Retaining Account Promotions When Deleting Corporate Promotions
Specialized Methods Invoked
User Properties
Products Button
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Trade Funds
About Consumer Goods Funds
Scenario for Managing Consumer Goods Funds for Promotions
Process of Managing Trade Funds
Creating a Fund
Adding a Child Fund to a Parent Fund
Adjusting a Fund
Reviewing Deals
Reviewing Fund Payments
Reconciling a Deal
Closing a Deal
Forecasting Accrual Funds (End User)
Transferring Fund Amounts (End User)
Approving a Fund Transfer (End User)
Submitting Payments Against Funds (End User)
Reviewing Funds, Deals, and Payments (End User)
About Configuring Information for Consumer Goods Funds
Rolling Up Paid Payments
Using CG Payment
Using CG Payment Business Service
Setting User Properties for Funds
Configuring Enterprise Integration Manager (EIM) for Funds
Specialized Methods Invoked in Trade Funds
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Deductions
About Deductions
About Types of Deductions
About Generating a Deduction
About Resolving Deductions
Scenarios for Managing and Resolving Deductions
Scenario for Managing Promotions Deductions
Scenario for Managing HQ Deductions
Process of Managing Promotions Deductions
Creating and Editing Deductions
Adding Literature to Deductions
Splitting Deductions
Creating Credit Memos
Analyzing Workloads
Creating Activity Templates
Reviewing Deductions (End User)
Viewing Account Deductions (End User)
Creating Deduction Activities (End User)
Creating Deduction Activity Plans (End User)
Associating and Modifying Invoices (End User)
Creating Deduction Attachments (End User)
Creating Deduction Notes (End User)
Reviewing Account Credit Memos (End User)
Reviewing Deduction Literature (End User)
Resolving Deductions (End User)
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Objectives
About Objectives
Scenario for Creating and Fulfilling Sales Objectives
Process of Working with Objectives
Creating an Objective
Creating Recommended Activities for an Objective
Targeting Accounts to Objectives
Creating Child Objectives
Changing the Dates for Objectives
Applying Objectives
Scheduling Store Visits
Reviewing Objectives (End User)
Changing the Status of Activities (End User)
Checking the Status of Objectives (End User)
About Configuring Objectives
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Retail Execution
About Retail Execution
Scenario for Retail Execution
Process of Performing Retail Execution
Preparing for Retail Visits (End User)
Planning Retail Visits (End User)
Starting Retail Visits (End User)
Performing Retail Activities (End User)
Performing Merchandising Audits
Performing a Retail Assessment
Exchanging Products Between Sales Representatives
Performing a Retail Audit
Reviewing Store Conditions
Creating Retail Activities (End User)
Reviewing Account Information (End User)
Ending a Retail Visit (End User)
About Configuring Retail Execution
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Routes
About Routes
Scenarios for Creating and Using Routes
Creating Routes for Retail Sales Representatives
Retail Managers Creating Routes for Sales Representatives
Creating Routes That Change Frequently
Process of Creating and Using Routes
Creating Routes (End User)
Adding Accounts to Routes (End User)
Assigning Target Lists to Routes (End User)
Using Routes to Schedule Visits (End User)
About Configuring Routes
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Account Targeting
About Account Targeting
Scenarios for Account Targeting
Key Account Managers Creating Target Lists for Sales Representatives
Creating Target Lists for Sales Representatives
Process of Account Targeting
Making a Predefined Query Public
Deleting a Saved Predefined Query
Creating a Target List (End User)
Saving a Target List (End User)
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Inventory and Order Management
About Inventory and Order Management
Scenario for Managing Inventory and Orders
Process of Managing Inventory and Orders
Associating Assets with Inventory Locations (End User)
Recording Van Information (End User)
Verifying Van Inventory (End User)
Reviewing Billings (End User)
Taking Retail Orders (End User)
Recording Deposits (End User)
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