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Siebel Consumer Goods Administrative Setup Tasks

Table 4 lists and describes the administrative setup tasks that are specific to Siebel Consumer Goods applications and tasks that might differ from those of the other Siebel Business Applications. The table also directs you to documentation that provides information about each task.

When setting up your application, use Table 4 in combination with the Applications Administration Guide. These tasks can be completed in any order.

Table 4. Siebel Consumer Goods Administrative Tasks
Administrative Task
For More Information

Data loading and integration

Load data from other databases in your company into the Siebel database. You may also want to integrate with other database applications or perform periodic batch imports and exports of data between these applications.

Siebel Enterprise Integration Manager Administration Guide

Overview: Siebel Enterprise Application Integration

Integration Platform Technologies: Siebel Enterprise Application Integration

Transports and Interfaces: Siebel Enterprise Application Integration

Business Processes and Rules: Siebel Enterprise Application Integration

Define sales territories

Define sales territories and set up the territory assignment process, if applicable.

Siebel Installation Guide for Microsoft Windows: Servers, Mobile Web Clients, Tools

Siebel Installation Guide for UNIX: Servers, Mobile Web Clients, Tools

Going Live with Siebel Business Applications

Deployment Planning Guide

Siebel Server Administration Guide

Create periods

Customize the LOVs for periods, season periods (if applicable), and period types (if necessary).

Creating Periods

Set up Siebel Workflow Policies

For customers using the Trade Promotions, Trade Funds or Sales Volume Planning modules, set up Workflow Policies.

Setting Up Siebel Workflow Processes for Consumer Goods

Product administration

If data is not imported with established catalog and category hierarchies, you may need to create and manage product definitions and attributes.


Create catalog and category hierarchies for use with Sales Volume Planning module.

Sales Volume Planning

Product distribution

Create account distribution hierarchy and assign distribution codes to account/category and product/category combinations.

Product Distribution

Sales Volume Planning administration

Create sales volume planning account-product hierarchy.

Sales Volume Planning

Trade Promotions Administration

Create trade promotions at corporate and account levels.

Trade Promotions

Funds administration

Create parent and child funds and aggregate products under child funds.

Trade Funds

Deductions administration

Modify, split, and add literature to deductions, and add invoices and credit memos.


Objectives administration

Create objectives, add accounts and recommended activities to objectives.


Account Targeting administration

Change private predefined queries into public predefined queries.

Account Targeting

Siebel Consumer Goods Guide