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Important Schema Changes at Siebel 7.8

Upgrades from: Siebel 7.0.x, 7.5.x, & 7.7.x.

In Siebel 7.8.x, the upgrade includes the following important schema changes.

Customer and Order Management Applications

The following schema changes affect customer and order management applications. This includes Product Administration, Order Management, Quotes, Pricer, and Siebel Configurator.

New Party Payment Profile Table

The new Party Payment Profile table replaces the old Contact Payment Profile table. The new schema supports account and contact payment profiles. The upgrade migrates the data from the old Contact Payment Profile table to the new table.

Quote Teams

Quotes now support multiple sales representatives, or other positions, associated to a single quote. The existing reference to the sales representative for the quote is migrated to the new intersection table and reused as a primary child column.

Multiple Price Types

Products now support multiple price types (Siebel Business Applications only). The new Price Type Code column for existing products is set to One-Time. The new One-Time Charges Sub-Total column in Quote, Order, and Agreement line items is calculated and stored. The new Recurring Charges Sub-Total column in Quote, Order, and Agreement line items is set to 0.

Revision to the Line Item Discount Amount Field

The upgrade process changes how line item discounts are stored. If the data source for a discount amount is Pricer, the upgrade moves the value stored in the Discount Amount Field to the Pricing Adjustment Field.

If the Keep Discount flag is checked, the upgrade process does not make this change. Instead, all items that have this flag checked are treated as manual discounts.

The upgrade process determines the correct Header Discount Amount when both of the following are true:

• Before the upgrade, the line item did not have a Manual Discount Amount, Manual Discount %, or Manual Price Override specified
• The line item has a Header Discount % specified

Attribute Pricing Matrices in Pricer

Attribute pricing matrices in Siebel Pricer are replaced by attribute adjustments. After the database upgrade is complete, users must run a business service method to convert attribute pricing data to attribute adjustments. Obsolete tables and corresponding new tables are shown in Table 47.

Net Price, Currency Code, Exchange Date

The calculated Net Price field in Quote, Order, and Agreement line items is replaced by a new column. The upgrade calculates the value based on the basic configuration in the prior release. Quote, Order, and Agreement line items now support currency code and exchange date. The relevant data is migrated from the associated header record.

Effective Dates on Price List Line Items and CP Adjustments

Price List line items and Price List CP adjustments now support effective dates in the user key. The effective start and end date are copied from the associated header record where applicable. If this data is not available, the start date is set to 01-01-1980 and the end date is left as NULL.

Volume Discounts

Volume discounts now support discount amounts as well as the existing method of discount percentage. The new price adjustment type code column is used to specify the type. The existing discount amount column stores the associated value. Both columns are updated to support the existing data.

Bundle Discounts

Bundle factors in pricing models are converted to bundle sequences and discounts in Siebel 7.8. Obsolete tables and corresponding new tables are shown in Table 48.

References to pricing models in price lists and price list items are converted to refer to bundle sequences. All other pricing models must be manually reimplemented as PPS Procedures after the database upgrade.

Siebel Configurator

Siebel 7.8 introduces a new infrastructure for Siebel Configurator. The primary new table for configurator is S_VOD. This table stores the header information for products, classes, and attributes.

Other important changes are as follows:

• S_VOD_VER replaces S_PROD_CFGVER and stores the version information for product, class and attribute objects.
• S_ISS_OBJ_DEF stores the product and class definitions.
• S_ISS_ATTR_DEF stores the global (abstract) attribute definitions.
• S_ISS_ATTR_VAL replaces the concept of S_XA_ATTR.VLDTN_LOV_TYPE_CD and stores the enumerated values for the global attribute.
• S_ISS_OBJ_ATTR stores the relationship between local attributes and both classes and products. This replaces the relationships previously stored in S_XA_ATTR.CLASS_ID and S_PROD_INT_XA.

Obsolete tables and corresponding new tables are shown in Table 49.

Like the obsolete tables, all of the new tables have versions. The upgrade migrates data from the obsolete tables to the new ones and creates new records for objects that were previously not versioned (particular classes, attributes, and products).

During the upgrade, additional data migration occurs as follows:

• S_PROD_INT to S_VOD and S_ISS_OBJ_DEF
• S_PROD_INT_LANG to S_VOD_LANG

S_PROD_INT and S_PROD_INT_LANG continue to be used in Siebel 7.8. Foreign key references to products still point to S_PROD_INT. The S_PROD_INT.CFG_MODEL_ID column is reused to refer to the associated S_VOD record in the Siebel Configurator infrastructure.

All the S_*_XA tables, for example S_QUOTE_ITEM_XA, now use the ATTR_NAME column to refer to the attribute associated to the object, for example Quote Item.

ATTR_ID is no longer used. In previous releases, it was used as a reference to S_XA_ATTR, which is obsolete in 7.8.

Captive Finance

Before Siebel 7.8, a contact was associated with only one bankruptcy. In Siebel 7.8, the relationship between contact and bankruptcy has been changed to M:M. The model also allows capturing bankruptcies for companies. The upgrade migrates data in two steps:

• Migrates bankruptcy information from S_CONTACT_FNX to S_BANKRUPTCY and S_BK_PARTY.
• Migrates associated attorney information for bankruptcies from S_PARTY_REL to S_BK_PARTY. In S_BK_PARTY, attorney type is Bank Attorney, Trustee Attorney, Debtor Attorney or Other Attorney.

The tables S_CONTACT_FNX and S_PARTY_REL continue to be used for other purposes.

eTraining

The upgrade makes the following schema changes:

• Siebel 7.8 introduces an automatic wait-list feature. Since existing wait-list records were created manually, the upgrade updates the S_SRC_EVT.AUTO_WAITLIST_FLG to N for these records.
• Moves Max Waitlist Num from S_PROD_INT_CRSE to S_SRC_EVT. This moves wait-list support from the course level to the class level.
• Moves the Allow Waitlist Flag from S_PROD_INT_CRSE to S_SRC_EVT. This moves wait-list support from the course level to the class level.

For existing class records, Max Waitlist Num and Allow Waitlist Flag are set to the values that were present for the corresponding course.

Siebel Field Service

Quote, Order, and Agreement line items now support multiple covered assets associated to a single line item. The existing reference to the covered asset for the line item is migrated to an intersection table and reused as a primary child column.

The upgrade creates the following new intersection tables:

• S_AGREE_ITM_REL from S_AGREE_ITEM
• S_ORDER_ITM_REL from S_ORDER_ITEM
• S_QUOTE_ITM_REL from S_QUOTE_ITEM

The S_AGREE_ITEM, S_ORDER_ITEM and S_QUOTE_ITEM tables continue to be used.

Consumer Goods Advanced Planning

Oracle's Siebel Applications Siebel 7.8 introduces an Account Promotion Category in promotion planning. The new account promotion hierarchy is as follows:

• Account Plan
• Account Promotion
• Account Promotion Category
• Account Promotion Product
• Account Promotion Product Baseline/Shipment

To support this, the upgrade inserts account promotion records in S_SRC. The identifier for each record is SUB_TYPE = PLAN_ACCT_PROMOTION_CATEGORY.

The upgrade makes the following changes:

• For every Account Promotion record in S_SRC, the upgrade inserts a record for Account Promotion Category. The parent of the new record is the Account Promotion record.
• Populates S_SRC_CHNL, an extension table for S_SRC, for Account Promotion Category. S_SRC_CHNL.PAR_ROW_ID points to the new record created in S_SRC. S_SRC_CHNL stores certain attributes for Promotion, Promoted Products, and so on.
• Reparents Account Promotion Product records by pointing S_SRC.PAR_SRC_ID to Account Promotion Category.
• Revises Deals records stored in S_MDF_ALLOC that point to Account Promotion records in S_SRC to point also to Account Promotion Category records.