Bookshelf v8.0: 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 Siebel Applications Administration Guide. These tasks can be completed in any order.

Table 4. Siebel Consumer Goods Administrative Tasks
Administrative Task	Description	For More Information
Data loading and integration	Load data from other databases in your company into the Siebel database. You might 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	Associate account managers with accounts. You can create this association using Enterprise Integration Manager (EIM), Siebel Territory Manager, or Siebel Assignment Manager. You can also manually enter this association.	Siebel Installation Guide for the operating system you are using. Going Live with Siebel Business Applications Siebel Deployment Planning Guide Siebel System 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 might need to create and manage product definitions and attributes.	Products
Product administration	Create catalog and category hierarchies for use with Sales Volume Planning module.	Sales Volume Planning
Product distribution	Create an account distribution from historical shipments by using Enterprise Integration Manager (EIM) or by using Authorized Distribution List functionality. You can also manually enter an account distribution.	Product Distribution
Sales Volume Planning administration	Create sales volume planning account-product hierarchy.	Sales Volume Planning
Corporate Promotions Administration	Create corporate promotions that you can pull from or push to account promotions.	Trade Promotions
Funds administration	Create fund groups to expedite creating account funds, and then allocate funds throughout a parent-child fund hierarchy.	Trade Funds