Siebel Database Upgrade Guide > Postupgrade Tasks for Siebel Business Applications >

Configuring Siebel Marketing Purchase Orders for Display


Environments: Development, production test, production.

At Siebel CRM 8.0, the relationship between campaign and order is changed from M:1 to M:M and is displayed in a new view, Marketing Purchase Order.

The upgrade process does not set up campaign-related purchase orders created in previous releases so that they display in the new view.

If you want to display purchase orders from previous releases, then you must run a script after the upgrade. The script changes the order type from Purchase Order to Marketing Purchase Order for campaign-related purchase orders. You can also use the script to change the order type of campaign-related sales orders to Marketing Purchase Order. This allows these purchase orders to display in the new view.

To configure marketing purchase orders

  1. Run the following script against the Siebel database:

    Windows: DBSRVR_ROOT\common\MktgPurchaseOrder.sql

    UNIX: DBSRVR_ROOT/common/MktgPurchaseOrder.sql

    For campaign-related purchase orders, this script sets order type to Marketing Purchase Order. This allows these purchase orders to display in the Marketing Purchase Order view.

  2. To configure campaign-related sales orders to display in the new view, open the script with a text editor, and locate the following section:

    where ORDER_TYPE_ID =
    (select ROW_ID from S_ORDER_TYPE
    where NAME = 'Purchase Order'

    Make the following change:

    where ORDER_TYPE_ID =
    (select ROW_ID from S_ORDER_TYPE
    where NAME = 'Sales Order'

  3. After making the change, run the script again.
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