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Defining Products

Use the Administration - Product screen to enter products into the Siebel database by creating product records. The only required field in the product record is the product name. However, you should also associate the record with a product line, category, and price list.

In the standard Siebel Consumer Goods application, after a product record is created it cannot be deleted. To prevent a product record from being displayed in drop-down lists and dialog boxes, edit the product record by deselecting Orderable, Sales Product and Service Product check boxes. You can also control display of the product by setting Effective Start and Effective End dates.

Your company may also choose to configure the application to allow administrators to delete products, or to delete products as part of the batch Enterprise Integration Management (EIM) process, or both. For more information on EIM processes, see the Siebel Enterprise Integration Manager Administration Guide.

This task is a step in Process of Managing Products.

To create a product record

1. Navigate to the Administration - Product screen.
2. Create a new product record.
3. Complete the necessary fields.

   Some fields in the Products list are described in the following table.

   Field	Comments
   Billable Flag	Check this box if the product you are defining is billable.
   Bundle	Check this box if you are defining a product bundle.
   Category	Select the category to which the product belongs.
   Customizable	Check this box if the product can be customized.
   Equivalent(s)	The names of your equivalent products. The names you enter determine which products are compared in the Product Comparison list on the Product Details view. This field supports multiple values.
   Lead Time	The standard lead time for ordering the product.
   Level	Optional indicator of products in relation to each other.
   Market	Select the market the product is targeted at.
   Name	The name of the product. This is a hyperlink to Product Detail Key Features Administration View by default.
   Organization	Allows you to associate a product with an organization, and limit who can see it.
   Product Line	The product line with which the product is associated. For information about creating product lines and associating products with product lines, see Defining Product Lines.
   Qty	Enter the number of items in the unit of measure. For example, if the unit of measure is a case, Qty is the number of items in the case, such as 24.
   Report Header	Enter the name you want to use as the report header for this product.
   Resource	Click this check box if the product is a service for a project. This determines if the product will be available in the rate list.
   Revision	Describes the version or revision of a product, and can be used in association with an internal employee position for routing request related to the product. For example, for Product "X" Version 7, service requests are initially assigned to the product line manager for Product "X."
   Sales Product	Indicates whether or not the product is a sales product. Specifies whether the product can be sold. If this flag is not checked, the product will not show up on the product drop-down list.
   Ship Carrier	Allows users to predefine a preferred carrier for a product.
   Shipping Via	Allows users to predefine a preferred shipping method for a product.
   Type	The type classification of the product. To configure your own Types, see the Siebel Tools Reference. Action: Drives the dynamic Detail Product Form.
   U/M	Unit of measure. The measure by which the product is sold.
   Units/Case	The value to multiply by the actual cases shipped to get standard or statistical cases shipped. Different products are compared using equivalent cases.

   NOTE:  To allow for viewing of competitor products, for example, in conducting retail audits, the competitor products must be present in the distribution list of the account. For a competitor product to be available to distribution lists, you must create it in your products list and then it can be associated with the account to be audited. For information on conducting retail audits, see Retail Execution.

4. To view all the fields for a product, drill down on the Name field in the Product Administration view, and click the first More Info link in the More Info link bar.

   For descriptions of additional fields that can be made visible using Siebel Tools, see the Product Administration Guide.