This chapter provides tasks to be performed on Siebel Business Applications following a successful upgrade and repository merge. This chapter includes the following topics:

• Upgrade Flow Orientation
• Generating Siebel Reporting Relationships
• Setting Up Siebel Global Time Zone Support

Siebel ERM

• Upgrading Siebel ERM Approval Business Process Workflows
• Upgrading Siebel ERM Customized Microsite and Group News Pages
• Migrating Course Duration Information for Siebel Training
• Upgrading the Launch Field in Siebel Training LOV
• Upgrading the Test Status in Siebel Training
• Verifying Class and Session Times in Siebel Training

Siebel Marketing

• Upgrading Responsibilities in Siebel Marketing
• Reviewing Siebel Marketing Campaign Data
• Reviewing Renamed Fields in Siebel Marketing
• Displaying Regions in Siebel Marketing
• Revising Program Flowchart Icons in Siebel Marketing
• Setting Default Campaign Execution Options in Siebel Marketing
• Upgrading Activity Plans for Programs and Campaigns in Siebel Marketing
• Upgrading the Newsletter Offer Type in Siebel Marketing
• Configuring Universal Inbox in Siebel Marketing
• Configuring Siebel Marketing Purchase Orders for Display

Quote and Order Management

NOTE:  For information on changes to Copy and Revise functionality for Quotes and Orders, see Alert 473867.1 (Doc ID). This Alert was previously published as Siebel Alert 1218.

• Configuring Siebel Asset-Based Ordering
• Configuring Siebel Asset-Based Ordering
• Reviewing Siebel Address Data
• Upgrading Siebel Attribute Pricing
• Verifying Aggregate Discounts in Siebel Pricer

Workflows

Upgrading Inbound Siebel Workflows

Siebel Financial Services

Migrating Data to the Bankruptcy Status Field in Siebel Financial Services

Siebel Universal Customer Master

Universal Customer Master (UCM) Upgrade Steps After Repository Merge

Trip Report Data in Siebel Pharma

Migrating Clinical Trip Report Data in Siebel Pharma