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A
account activities
activity charts, creating 1
creating 1
account addresses
address maintenance 1
creating 1
effects of changing 1
selecting 1
Account Allocation Level parameter 1
account assessment templates 1
account buying groups
assigning products 1
designating 1
role of 1
account catalogs
definition 1
reviewing 1
account category hierarchies
adjusting for sales volume planning 1
Build Tree requirement 1
category assignment 1
creating hierarchy 1
deleting a hierarchy 1
distribution codes, role of 1
modifying 1
modifying for sales volume planning 1
modifying subcategories 1
role in sales volume planning 1
structure modification requirement 1
subcategories, creating 1
account channel attribute
overview 1
role of 1
account checkbook payments 1
account cleansing, disabling 1
account hierarchy
about creating 1
product distribution scenario 1
account plans
account promotions, adding 1
approvals, obtaining 1
creating 1
return on investment (ROI) objectives 1
revising 1
submitting 1
account promotions
account plans, creating 1
adding to current plan 1
allocated funds, viewing 1
attachments, adding 1
authorized distribution list, role of 1
bundled products, associating 1
business scenario 1
individual accounts, creating 1
objectives, associating 1
primary profiles, designating 1
profiles, creating 1
profiles, overview 1
promoted products, adding 1
relation to corporate promotions 1
account targeting
See also About Account Targeting
about 1
administrative workflow, sample 1
business scenario 1
database synchronization, importance of 1
queries, refining 1
account targeting administration
predefined query, deleting 1
predefined query, making public 1
saved query, deleting 1
account targeting queries
based on account profile attribute 1
based on assessments 1
based on demographics 1
based on orders 1
based on store conditions 1
account teams
members, about assigning 1
removing oneself from 1
account type, as classification tool 1
account-product nodes
locking manually 1
locking nodes by position 1
locking, recommendation for 1
account-product trees
building 1
copying 1
locks, populating 1
locks, resetting 1
resetting levels 1
accounts
See also Setting Up Account-Category Hierarchies
about adding and modifying 1
Account Activities view, field descriptions 1
Account Allocation Level parameter 1
Account list, fields in 1
Account Profile view, sample 1
account records, adding 1
account synonyms 1
Accounts list applet field descriptions 1
account-specific flow models, creating 1
adding quotes 1
adding to objectives 1
adding to planning group 1
associating with categories 1
associating with subcategories 1
business scenario 1
classification, overview 1
competitor identification 1
competitor products, role of 1
contacts, associating 1
credit memos, reviewing 1
deductions, analyzing 1
demographic information, adding 1
indirect distribution 1
industry designation 1
location description 1
market segments 1
merchandising locations, associating 1
modifying or deleting records 1
overview 1
parent-child relationships, creating 1
partner, designating 1
personalization rules, overriding 1
product hierarchies, entering data manually 1
product visibility 1
profiles, creating 1
removing from planning group 1
route owner, importance of 1
routes, adding to 1
size-specific distributions, creating 1
supply sources and products, associating 1
supply sources, associating 1
SVP Parent Category 1
synonym list 1
tasks, list of 1
Territory Assignment program 1
viewing deductions for 1
accounts, distribution
channel, assigning 1
direct distribution 1
distribution list products, viewing 1
distribution lists key account, creating 1
accrual funds
creating 1
Accrual Rate field 1
activities
Account Activities view, field descriptions 1
account activities, creating 1
account activity charts, creating 1
adding to objectives 1
assessment templates 1
deduction activities, creating 1
objective activity status, changing 1
objective status, viewing 1
products associated with retail visit 1
retail visits 1
retail visits, adding activities 1
retail visits, selecting activities 1
activity plans, adding to deduction records 1
AddCategoryProducts method 1
addresses, account
addresses and accounts, associating 1
creating 1
effects of changing 1
selecting 1
algorithms for sales volume planning 1
Allocate button 1
allocations, preauthorizing 1
apparel and footwear, overview 1
Apply Period button 1
assessments
assessment templates 1
query based on 1
assessments, retail 1
assortment planning
seasons, creating 1
assortment plans
activating 1
administrative workflow example 1
business scenarios 1
buying groups, role of 1
corporate delivery flow models, role of 1
delivery period quantity, changing 1
end-user process overview 1
historical information 1
market segments, role of 1
member account visibility 1
ordering-group purchase, verifying 1
overview 1
periods, role of 1
Plan flag parent category, deselecting 1
publishing on the Web 1
revising 1
assortment plans, creating
adding or modifying records 1
categories and associated products, adding 1
categories, browsing 1
consolidated plans, creating 1
detail view, fields in 1
field descriptions, table of 1
for planning group 1
from existing plan 1
new record, adding 1
price list, assigning 1
product details, modifying 1
product prices, changing 1
product units, adding 1
products and categories, adding 1
products, assigning 1
products, browsing 1
target amounts, adding 1
target units, adding 1
attachments
adding to account promotions 1
adding to deduction records 1
audience for guide 1
audits, retail products 1 , 2 , 3
authorization, performing 1
authorized distribution list (ADL) 1
B
baseline basis quantity
adjusting precalculated quantity 1
copying to baseline planning quantity 1
generating 1
baseline data
associating with promoted products 1
Baseline data set 1
baseline planning quantity, copying 1
roll-up overlap, preventing 1
viewing 1
Baseline Dates user property 1
baseline planning quantity
copying baseline basis quantity to 1
definition 1
locking hierarchy nodes 1
modifying 1
bills of lading, adding to deduction records 1
Build Tree
account-product trees, resetting 1
hierarchies, building 1
initial run 1
overview 1
types of data 1
bundled products, associating with promotions 1
business scenarios
account hierarchy and data, adding 1
account hierarchy and product distribution 1
account promotions 1
account targeting 1
assortment plans 1
complex quotes and orders 1
distribution codes, business scenario highlighting role of 1
distribution lists 1
frequently changing routes, creating 1
HQ deductions 1
market segmentation 1
objectives 1
personalization attributes and product distribution 1
retail visits 1
routes for retail sales representative 1
sales volume planning 1
trade funds 1
trade promotion deductions 1
business services, sales volume planning, accessing 1
ButtonIntersection method 1 , 2 , 3
buying groups
creating 1
creating, process overview 1
definition 1
designating on account record 1
member accounts, associating with 1
products, assigning to 1
supply sources and products, associating 1
supply sources, associating 1
C
Calculate Source button 1
calendars 1
Case Conversion Factor field 1
Case Pack field 1
catalog-category hierarchies 1
catalogs
assortment plan products, assigning 1
category visibility 1
overriding catalog assignments 1
rule set (personalization attributes) 1
categories
account category hierarchy, creating for sales volume planning 1
account subcategory hierarchy, creating for sales volume planning 1
associating products with 1
assortment plans, deselecting parent Plan flag 1
assortment plans, selecting for 1
product hierarchy data, entering manually 1
rule set (personalization attributes) 1
simulating promotions 1
target amounts, adding 1
target units, adding 1
categorization and planning groups 1
category product hierarchies
creating 1
importing data 1
modifying for sales volume planning 1
role in sales volume planning process 1
category promotion, associating bundled products to 1
chargebacks 1
child objectives, adding 1
competitors
account identification 1
products, viewing 1
complex quotes and orders
business scenario 1
converting quotes to orders 1
delivery dates, setting up 1
discounts applied to 1
general overview 1
order line items, reviewing 1
orders, submitting 1
price list, identifying 1
products, adding to quotes 1
quotes, creating 1
sample workflow 1
shipping addresses, adding 1
size-specific quantities, specifying 1
size-specific quantity, modifying quantity 1
configuration
objectives buttons 1
retail execution buttons 1
route buttons 1
sales volume planning buttons 1
trade promotion considerations 1
trade promotion user properties 1
consumer sector
apparel and footwear functionality, overview 1
business solutions, table of 1
industry segments 1
retail specialty, overview 1
screens, described 1
consumption data
Consumption data set 1
viewing 1
contacts, associating accounts with 1
corporate delivery flow models
account-specific, creating 1
creating 1
creation requirements 1
definition 1
preselection process 1
quantity allocation and frequency 1
corporate promotions
creating 1
literature, attaching 1
products, adding 1
relation to account promotions 1
target account lists, committing 1
viewing 1
viewing as Gantt chart 1
correspondence, adding to deduction records 1
credit memos
adding or modifying 1
reviewing 1
CS Fund Group business component 1
D
deals
closing deals 1
fund deals, reviewing 1
payments, reconciling 1
reviewing 1
submitting payments against 1
debit memo 1
deduction analysis
by account 1
by employee workload 1
deduction authorization
preauthorized deductions 1
preauthorizing deductions 1
trade funds, preauthorizing 1
unauthorized deductions 1
deduction credit memos
creating or modifying 1
reviewing 1
deduction records
activities, creating 1
activity plans, creating 1
adding or editing 1
associating invoices 1
attachments, creating 1
literature, adding 1
notes, creating 1
separating deduction records 1
deduction resolution
chargebacks, creating 1
debit memo 1
process overview 1
rejecting a deduction 1
deductions
administrative workflow 1
business scenarios 1
classes of deductions 1
definition 1
end-user procedures, overview 1
generating deductions, process overview 1
status 1
tasks performed, overview 1
types of 1
write-offs, creating 1
deductions, HQ
business scenario 1
definition 1
resolution process 1
deductions, trade promotion
business scenario 1
definition 1
resolution process 1
deductions, viewing
end-user procedures 1
by account 1
DeleteSelected method 1
delivery dates, adding to quotes 1
demographic information, adding 1
demographics, query based on 1
Disable Cleansing field 1
discounts
buying groups, role of 1
quotes, applied to 1
distribution
direct distribution 1
indirect distribution 1
market segments, role of 1
overview of controlling 1
retail product authorization 1
distribution codes
as classification tool 1
business scenario highlighting role of 1
exclusive distribution 1
inclusive distribution 1
overview 1
setting up 1
distribution lists
business scenarios 1
competitor products, role of 1
key accounts, creating 1
for key accounts, deleting products 1
for key accounts, modifying 1
overview 1
prerequisites for creating 1
unauthorized products 1
unauthorized products, adding 1
viewing products by account 1
Domestic Ultimate DUNS field 1
E
exclusive distribution 1
F
fixed funds
creating 1
flow models
account-specific flow models, creating 1
creating 1
creation requirement 1
definition 1
preselection process 1
quantity allocation and frequency 1
fund transfers
approving 1
fund amounts, transferring 1
FundGenerate method 1
G
Global Ultimate DUNS field 1
H
hierarchies
account, about creating 1
product catalog-category hierarchies 1
HQ deductions
business scenario 1
definition 1
resolution process 1
I
inclusive distribution 1
incremental data
Incremental data set 1
viewing 1
Industries field 1
InstantiateAccountProducts method 1
InstantiateAcctMerchLocProducts method 1
Internet, publishing assortment plans 1
Intersection button, target lists 1
invoices, editing 1
K
key accounts
distribution list, creating 1
distribution lists, deleting products 1
distribution lists, modifying 1
L
lift factors
copying available lift factors 1
promoted categories 1
role in promotion simulation 1
viewing available lift factors 1
literature
corporate promotions, attaching to 1
deduction records, adding to 1
M
market development funds 1
market segmentation
as classification tool 1
business scenario 1
definition 1
overview 1
personalization rule sets 1
member accounts
buying groups, associating with 1
verifying team member inclusion 1
visibility 1
merchandise location, about 1
mthdAdoptSVPParent method 1
MthdAlloc method 1
mthdLock method 1
mthdUnlock method 1
N
nodes, account-product
locking by position 1
locking manually 1
notes for deductions, creating 1
O
objectives
account promotions, associating 1
accounts, adding 1
business scenario 1
button configuration 1
child objectives, adding 1
configuration considerations 1
creating an objective 1
overview 1
Parent Objective field 1
recommended activities, adding 1
recurring objectives 1
reviewing 1
setting ROI 1
setup, process overview 1
store visits, scheduling 1
trade promotions, role in 1
objectives, date fields
described 1
modifying 1
objectives, status
activity status, changing 1
viewing 1
On Execute method 1
OnAdjust method 1
OnAssignProductToSubaccount method 1
OnBaselineData method 1
OnCalculate method 1
OnCatalogProducts method 1 , 2
OnPromotionRevise method 1
OnRefresh method 1
OnRefreshMvg method 1
OnSetUpVisits method 1
OnShipmentData method 1
orders
See also About Complex Quotes and Orders
business scenario 1
converting quotes to orders 1
order line items, reviewing 1
submitting 1
target list based on 1
overlap (promotion roll-up), preventing 1
P
Parent Objective field 1
partners, designating 1
payments
See also About Deductions
by account checkbook 1
adding to deduction records 1
deals, closing 1
deals, reconciling payments 1
deductions, approving against 1
payments, viewing 1
promotions, submitting payments against 1
percentage basis calculation in sales volume planning 1
periods
conflicting start dates 1
creating 1
new intervals, creating 1
role of 1
season periods, creating 1
seed data values 1
period-type aggregation 1
personalization attributes
business scenario, role in product distribution 1
catalog visibility 1
category visibility 1
list of value (LOV) types 1
overriding 1
overview 1
product visibility 1
rule sets 1
seed data 1
size distribution setup, process overview 1
size list of value (LOV) type setup, process overview 1
pick tickets, adding to deduction records 1
Plan flag parent category, deselecting 1
planning groups
accounts, adding 1
accounts, removing 1
assortment plan, creating for 1
assortment plan, member account visibility 1
categories, role of 1
creating 1
creating new planning groups 1
definition 1
role of 1
team members, verifying inclusion in 1
policies, executing with Siebel Workflow Monitor 1
preauthorized deductions 1
predefined queries
deleting 1
making public 1
saved queries, deleting 1
Price List field 1
price lists
assortment plans, assigning to 1
for complex quotes and orders 1
product catalogs
assortment plans, selecting products for 1
business scenario 1
catalog-category hierarchy 1
definition 1
product categories
product differentiator 1
sales volume planning consideration 1
product differentiator attribute
overview 1
role of 1
Product Differentiator field 1
product distribution
See also Setting Up Personalization Attributes
direct distribution 1
distribution lists 1
distribution lists key account, creating 1
distribution methods 1
end-user procedure workflow example 1
indirect distribution 1
market segments, role of 1
merchandising locations and products 1
overview of controlling 1
personalization attributes, business scenario 1
supply sources, associating 1
Product Explorer, using 1
product hierarchies
associating with categories 1
categories, adjusting for sales volume planning 1
category assignment, overriding 1
data, importing 1
sales volume planning consideration 1
product lines
adding products 1
creating 1
Product Line field 1
products, adding to product line 1
size scale, creating 1
size, about specifying 1
product prices, changing 1
product types
Siebel Consumer Sector type specification 1
products
assigning to buying groups 1
baseline basis, adjusting 1
baseline basis, generating 1
baseline data, viewing 1
bundled products promotions 1
buying groups, role of 1
competitor products, viewing 1 , 2
consumption data, viewing 1
corporate promotions, adding to 1
defining products, overview 1
delivery period quantity, changing 1
direct distribution 1
distribution code, role of 1
end-user tasks, process overview 1
entering product data manually 1
equivalency factor 1
incremental data, viewing 1
indirect distribution 1
key account distribution list, deleting from 1
organizations, associating with products 1
product administration, process overview 1
quantity-of-size, modifying 1
rule set (personalization attributes) 1
seasonal availability, creating 1
selling units field 1
shipment data, viewing 1
simulating promotions 1
simulation, inside promotion 1
simulation, outside promotion 1
supply sources and products, associating 1
supply sources, associating 1
SVP Parent Category 1
target data, viewing 1
unauthorized product, definition of 1
products, account-product trees
building 1
locks, populating 1
locks, resetting 1
resetting levels 1
products, assortment plans
ordering-group purchase, verifying 1
price list, assigning 1
product details, modifying 1
product units, adding 1
products, promoted
account promotions, adding to 1
associating bundled products with 1
associating with baseline data 1
associating with shipment data 1
deals, creating for 1
products, size
about specifying 1
size scale, creating 1
size-specific quantities, reviewing 1
size-specific quantities, specifying 1
profiles, creating 1
promoted categories, lift factors for 1
promoted products
adding to account promotions 1
allocating trade funds 1
associating bundled products with 1
associating with baseline data 1
associating with shipment data 1
deals, reviewing 1
defined 1
payments, submitting against 1
promotion profiles
account promotion profiles, creating 1
account promotion profiles, overview 1
templates, creating 1
promotion simulation
category promotion, simulating 1
inside product 1
lift factors, copying 1
lift factors, viewing 1
outside product 1
overview of process 1
promotions
deals, creating for 1
deals, reviewing 1
submitting payments against 1
Q
quantity, as defined in sales volume planning 1
queries
account profile attribute 1
based on demographics and assessments 1
based on orders 1
based on store conditions 1
product and store condition vs. store condition only 1
refining 1
role of target lists 1
saving queries 1
quotes
See also About Complex Quotes and Orders
adding to an account 1
business scenario 1
converting quotes to orders 1
creating 1
delivery dates, adding 1
discounts, applied to 1
price list, identifying 1
products, adding 1
shipping address, adding 1
shipping addresses, adding 1
size-specific quantities, specifying 1
size-specific quantity, modifying 1
R
ReleaseCommitment method 1
retail product authorization, definition 1
retail speciality area, functionality 1
retail visits
account objectives, reviewing 1
activities, adding 1
Assessment Template field 1
assessments, performing 1
beginning retail visit 1
business scenario 1
calendar activity display, suppressing 1
ending a visit 1
planning visits 1
products associated with retail visit 1
retail audits, performing 1
retail audits, performing using a list applet 1
return material authorization, performing 1
sales order, taking 1
scheduling 1
scheduling retail visits 1
scheduling using a route 1
store conditions, reviewing 1
Visit Execution view, fields in 1
visit status field 1
retail visits, scheduling
activities, reviewing prior visit 1
activities, selecting 1
return material authorization 1 , 2
return on investment (ROI)
calculation 1
objectives 1
routes
accounts, adding to 1
business scenario 1
configuration considerations 1
creating a route 1
definition 1
end user workflow example 1
role of 1
route list, fields in 1
route owner, importance of 1
scheduling conflicts, warning 1
store visits, scheduling 1
target list, assigning to a route 1
target lists, assigning 1
S
S_CATG_LFT_FACTOR table 1
sales orders, taking during retail visit 1
sales teams
assortment plan visibility 1
sales volume planning
account category hierarchies, adjusting 1
account subcategory hierarchies, adjusting 1
algorithm definitions 1
baseline data, viewing 1
business scenario 1
business service 1
configuration information 1
consumption data, viewing 1
extensions 1
incremental data, viewing 1
locking mechanism, technical overview 1
overview 1
percentage basis calculation 1
periods, role of 1
period-type aggregation 1
planning basis quantities, releasing of 1
quantity, definition of 1
set-up, overview 1
shipment data, viewing 1
SVP Parent Category 1
target data, viewing 1
technical overview 1
workflow examples 1
sales volume planning data
about importing data 1
entering manually 1
hierarchy creation and data types 1
imported data, about modifying 1
importing 1
making visible to subordinate managers 1
prerequisite data modification 1
required data sets 1
sales volume planning trees
account-product trees, building 1
copying 1
copying across tables 1
product movement types and tree building 1
sales volume planning, baseline basis quantity
adjusting 1
copying 1
generating 1
sales volume planning, category hierarchy
product hierarchies, adjusting 1
requirement 1
role in 1
scenarios
deductions 1
scheduling retail visits 1
season period 1
seasonal product availability 1
seed data
personalization attributes 1
size distributions 1
size scale creation 1
SetAll method 1
shipment data
associating with promoted products 1
roll-up overlap, preventing 1
Shipments data set 1
viewing 1
shipping address, adding to a quote 1
ShowPopup method 1 , 2 , 3 , 4 , 5
Siebel Consumer Sector
business solutions, table of 1
reports 1
screens, described 1
Siebel eApparel and Footwear, overview 1
Siebel eConsumer Goods, overview 1
Siebel eRetail, overview 1
Siebel Workflow Manger, sales volume planning set-up, overview 1
Siebel Workflow Monitor Agent, starting 1
SimulateCategory method 1
SimulateProduct method 1
size distribution
creating 1
creating account-specific size distributions 1
definition 1
list of values (LOV) type, setup process overview 1
SIZE_RUN_TYPE list of values 1
size scale
definition 1
list of values (LOV) type, setup process overview 1
overview 1
SIZE_RUN_TYPE list of values 1 , 2
SIZE_RUN_TYPE 1
splitting deduction records 1
store condition queries
target list based on 1
vs. product and store condition queries 1
store conditions, reviewing after visiting 1
store visits
scheduling using a route 1
store visits, scheduling 1
subaccounts, creating 1
submitting orders 1
supply sources, associating with a product 1
SVP Adoptee field 1
Synonyms field 1
T
target account lists 1
target amounts, adding to assortment plans 1
target data
Target data set 1
viewing 1
target list queries
based on account profile 1
based on demographics and assessments 1
based on orders, creating 1
based on store conditions 1
role of 1
target lists
caution, overwriting 1
creating and saving 1
deleting from Account List view 1
deleting from Targeting view 1
Intersection button 1
merging 1
route, assigning to 1
routes, role in 1
saved target list, updating contents of 1
saving 1
synchronizing with Siebel server 1
Union of Lists option 1
working with 1
target units, adding to assortment plans 1
teams
account team members, assigning 1
removing oneself from 1
trade fund configuration
special methods 1
user properties 1
trade funds
See also Creating a Fund
adjustments, creating 1
administrator procedures, overview 1
allocating to promoted products 1
business scenario 1
child funds, adding 1
end-user procedures, overview 1
fund deals, reviewing 1
parent and child funds 1
paying for deductions 1
payments, viewing 1
reviewing 1
trade promotion deductions
definition 1
resolution process 1
trade promotions
See also About Promotions
corporate promotions, creating 1
deals, creating 1
deduction business scenario 1
end-user workflow sample 1
lift factors 1
money fields, about exposing 1
objectives, role of 1
overview 1
periods, use of 1
preauthorizing deductions 1
promotion profile templates, creating 1
promotion simulation 1
relation between corporate and account promotions 1
ROI calculation 1
roll-up overlap, preventing 1
transferring fund amounts 1
U
unauthorized deductions 1
unauthorized products
definition of 1
subaccount distribution list, adding to 1
Union of Lists option, target lists 1
Unit Conversion Factor field 1
Use Authorized Products Only user property 1
W
World Wide Web, publishing assortment plans 1
Bookshelf Home | Contents | Index | Search | PDF |
Siebel Consumer Sector Guide Published: 18 April 2003 |