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Using CG Payment


To use the CG Payment Process, you need to export the workflow process from the sample database of the Consumer Goods product and import it into the server database. To do this you must carry out the following procedures.

To export the workflow process

  1. From Siebel Consumer Goods, connect to the sample database.
  2. Navigate to the Administration - Business Process screen > Workflow Processes list view.
  3. In the Workflow Processes list, query for Name = CG Payment Process.
  4. Click Menu and choose Export Workflow.
  5. Export the CG Payment Process into XML format to a location from which it can be retrieved.

To import the workflow process

  1. From Siebel Consumer Goods, connect to the server database.
  2. Navigate to the Administration - Business Process screen > Workflow Processes list view.
  3. Click Menu, and choose Import.
  4. Import the CG Payment Process workflow that was exported to XML format into the server database.

To test the Workflow Process in the workflow process simulator

Before you run the Process Simulator for the first time, you must set your debug options. For more information, see the Siebel Business Process Designer Administration Guide.

To execute the workflow process invoked by Workflow Policy

  1. Navigate to the Administration - Business Process screen > Workflow Policy Actions view.
  2. In the Actions applet, click New to define a new action.
  3. In the Program field, use the drop-down list to select the Run Workflow Process program.
  4. In the Arguments applet, in the Argument field, select ProcessName.
  5. In the Value field, enter the name of the workflow process you want to invoke as the argument value, (for example CG Payment Process.)
  6. Navigate to the Administration - Business Process screen > Workflow Policy Groups view.
  7. In the Policy Groups applet, click New to define a new group, and name it.
  8. Navigate to the Administration - Business Process screen > Workflow Policies view.
  9. In the Policies List applet, click New to define a new policy.
    1. In the Conditions applet, click New to define a condition for the policy that must be met to invoke the workflow process.
    2. In the Actions applet, click New to define a new action, and enter the name of the action you defined in Step 1.
  10. Run Generate Triggers.

    For more information about generate triggers, see the Siebel Business Process Designer Administration Guide.

  11. If you are using the Run Workflow Process program, verify that the Workflow Process Manager server component is online.
  12. Run Workflow Monitor Agent.

    For more information about Workflow Monitor Agent, see the Siebel Business Process Designer Administration Guide.

To access the CG Payment Process workflow process

  1. Navigate to the Administration - Business Process screen.
  2. In the Workflow Processes list, click Menu and select New Query.
  3. In the Name field, type CG Payment Process.
  4. Click Menu and select Run Query.
  5. In the Name field, drill down on the CG Payment Process hyperlink.

    The Workflow Process Designer view appears. Use the graphical flowchart tool in this view to modify the business service. For more information about workflows, see the Siebel Business Process Designer Administration Guide.

Siebel Consumer Goods Guide