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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

 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

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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

ButtonUnion 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

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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

CommitAccnt method   1 ,  2 ,  3

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

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D

deals

closing deals   1

creating for promotions   1 ,  2

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

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E

exclusive distribution   1

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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

 1

fund transfers

approving   1

fund amounts, transferring   1

FundGenerate method   1

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G

Global Ultimate DUNS field   1

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H

hierarchies

account, about creating   1

product catalog-category hierarchies   1

HQ deductions

business scenario   1

definition   1

resolution process   1

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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

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K

key accounts

distribution list, creating   1

distribution lists, deleting products   1

distribution lists, modifying   1

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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

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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

 1

mthdAdoptSVPParent method   1

MthdAlloc method   1

mthdLock method   1

mthdUnlock method   1

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N

nodes, account-product

locking by position   1

locking manually   1

notes for deductions, creating   1

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O

 1

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

OK method   1 ,  2 ,  3

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

 1

overlap (promotion roll-up), preventing   1

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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

 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

 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, creating for   1 ,  2

deals, reviewing   1

defined   1

payments, submitting against   1

 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

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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

 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

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R

ReleaseCommitment method   1

retail audits   1 ,  2

 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

RMA   1 ,  2

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

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S

S_CATG_LFT_FACTOR table   1

 1

 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

 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

creating   1 ,  2

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

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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

 1

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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

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W

World Wide Web, publishing assortment plans   1

write-offs (deductions)   1 ,  2

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