Bookshelf v7.5.3: About the Product Record

Nonconfigurable products are called simple products. Products with components that are interactively configurable at the time of purchase are called customizable products.

You enter a product into the Siebel database by creating a product record. This record stores important information about the product. The only required field in the product record is the product name. However, it is important to associate the record with a price list and a product line. This allows users to create quotes and to find important information about the product. In addition, when you associate a product with a product class, the product inherits the attributes defined on the class.

Table 10 lists the fields in the product record. Some of the fields are toggles. You activate or deactivate these fields by clicking on them. An X or check mark displays when the field has been selected. Except where noted, the default for toggles is blank, not selected.

Table 10. Fields in the Product Record
Field	Description
Allocate Below Safety	Click the box to allow allocation below the safe inventory level of this product.
Auto Allocate	Click the box if you are using automatic allocation by the Order Fulfillment engine of a particular product during the fulfillment process.
Auto Substitute	Click the box to allow auto-substitution. Auto-substitution is the automatic use by the Order Fulfillment Engine of a substitute product when the product ordered cannot be found in inventory. The substitute products are set using the Create Substitute form on the Product Field Service Details page.
Bundle	A check mark or X displays if this is a bundle product. A bundle is a group of products sold together as one product. This field is read-only.
Class	The product class to which you want to assign this product. The product will inherit all the attributes defined on the class or that are inherited by the class.
Class Product	A check mark or X displays if this customizable product has been designated a class product. For more information on class products, see Editing a Product Record. Do not click in this field.
Compensable	Click the box if sales personnel can receive compensation for selling the product.
Customizable	A check mark or X displays if this is a customizable product with a work space and at least one version of the product has been released and is available to users. This field is read-only.
Description	Enter a brief description of the product.
Division Code (SAP)	Can be used for setting up user access to products but is not recommended. Instead, set up user access by assigning products to categories.
Effective End	The date after which the product is unavailable. After this date the product does not display in price lists and cannot be added to quotes.
Effective Start	Enter the date on which the product becomes available. The product does not display in price lists and cannot be added to quotes until this date.
Global Product Identifier	Enter a unique product identification string. Use this field to map products from one Siebel installation to another or to a third-party product master. This field is useful when the string in the Part # field is required for local use or is not compatible with third-party product masters. This field is intended for use by integrators needing to move product information between applications.
Equivalent Product	Displays the primary equivalent product. Click in this field to display all equivalent products or to add additional equivalent products.
Field Replaceable	Click the box if this is a field-replaceable unit.
Format	The drop-down menu displays training formats such as Instructor led and Web-based.
Image File Name	Select the image file associated with the product. You can also select the image in Product Administration > Product Images.
Integration Id	Enter the back-office application product ID. This field can be used by SAP and Oracle Product Connectors.
Item Size	Enter the numeric product size.
Lead Time	Enter the standard lead time for ordering the product. Measured in weeks. For example, if you enter 2, this means 2 weeks.
Model Product	This field is obsolete. It is provided as a reference to upgrade users of eConfigurator.
MTBF	Enter the mean time between failure for the product.
MTTR	Enter the mean time to repair the product.
Orderable	Click the box if the product can be ordered. Determines whether a product can be listed as a quote line item on a quote. All components you add to a customizable product must be orderable.
Organization	Can be used for setting up user access to products but is not recommended. Instead, set up user access by assigning products to categories.
Pageset	Enter the name of the Interactive Designer pageset to which the product belongs. For more information on Interactive Designer see Siebel Interactive Designer Administration Guide.
Parent Product	Select the parent product. This field is for record keeping only. It is not used for creating or managing customizable products.
Part #	Enter the part number of the product.
Part Number Method	The drop-down menu displays the part number generation methods that can be assigned to a product. This menu is part of the smart part number feature.
Primary Vendor	Select the primary vendor for the product. The primary vendor must be specified to associate the product with an opportunity in the Opportunity Product Analysis Chart view.
Product	Enter the name of the product. This is the only required field. Products that will be added to the same user access category must not have the same name.
Product Level	Enter the numeric product level in the product hierarchy. This field is for record keeping only and is not used to create or manage the product class system.
Product Line	Select the desired product line for the product.
Project Resource	Click the box if the product is a service for a project. This determines if the product is going to be available in the rate list.
Qty	Enter the number of items in the unit of measure. For example, if the unit of measure is a case, Qty would be the number of items in the case, such as 24.
Return if Defective	Default: The box contains a check mark or X. This means defective products should be returned by the customer when a replacement part is shipped. Remove the check mark if customers should not return defective parts.
Revision	Enter the version of the product as it goes through revisions.
Sales Product	Click the box if the product is a sales product. Specifies if the product can be sold. If this box is not selected, the product will not display in the product picklist.
Serialized	Click the box if movement of the product (a transaction) requires an asset number or its corresponding serial number. The default is no check mark or X (not serialized).
Service Product	Click the box if the product is a service. Only products designated as service products will display when you click the Service button on a quote. Special pricing rules apply to service products. For more information, see Pricing Administration Guide.
Ship Carrier	Select the name of the shipping carrier for this product.
Shipping Via	Select the shipping mode: air ground, and so on.
Status	Select the status of the product: prototype, alpha, beta, and so on.
Targeted Country	Select the country where you want to sell this product.
Targeted Industry	Select the industry you want to target with this product.
Targeted M/F	Select the gender (male, female) of the buyers you want to target with this product.
Targeted Max Age	Enter the maximum age of buyers for this product.
Targeted Min Age	Enter the minimum age of buyers for this product.
Targeted Postal Code	Enter the postal code where you want to target sales of this product.
Tax Subcomponent flag	Put a check mark in this field to compute the tax on a bundle by adding up the tax on its components. Useful when the tax rate or computation method is not the same for all the components in a bundle. Put a check mark in this field to compute the tax on a customizable product by adding up the tax on its components. Useful when the tax rate or computation method is not the same for all the components in a customizable product.
Thumbnail Image File Name	Select the thumbnail image file associated with the product. You can also select the thumbnail image in Product Administration > Product Images.
Tool	Click the box if this product is a tool, such as one used by field service engineers.
Track as Asset	Put a check mark in this field if, when the product is purchased, you want to track it as a customer asset. This allows you to create quotes and orders based on the asset.
Type	The drop-down menu displays product types: product, service, training. You should select a Type if users will be using the Spread Discount feature in Quotes. If you create custom values in this list, you must configure the product using Siebel Tools to make the Spread Discount feature work. For more information about Spread Discount, see Siebel Order Management Guide.
Unit of Measure	Select the unit of measure by which the product is sold, for example, Each.
Vendor Part #	Enter the vendor's part number for this product.
Vendor Site	Displays the primary vendor's location. This field is filled automatically when you select a vendor.