Siebel Consumer Goods Guide > Retail Execution >

Creating Retail Activities (End User)

If you want to perform additional available retail activities or new activities that have not been previously planned, you can add them during the visit.

This task is a step in Process of Performing Retail Execution.

To add an available retail activity

1. Navigate to the Visit Execution screen, and locate your visit in the visit form.
2. From the visit form, locate the account record to which you want to add an available activity.
3. Click the Update button to add available activities to this visit.
4. In the Available Activities list, select the activity record you want to add.

   If the activity you want to add is associated with the account, but not on the list, you must select the Assign To All field for the activity in the account to make the activity available on the list. (Navigate to the Accounts screen > Accounts List view, drill down on the Name field hyperlink for the account, and select the Assign To All field in the Activities view tab.)

To create a new retail activity

1. Navigate to the Visit Execution screen, and locate your visit in the visit form.
2. In the Activities list, click New.
3. Complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Alarm	Select this check box to enable an alarm for this activity.
   Assessment Template	The name of the assessment template assigned to the activity. If the activity requires an assessment, the relevant assessment template can be associated with the activity. For more information about assessment templates, see the Siebel Applications Administration Guide.
   Assigned To	To delegate the activity to someone else, select the appropriate employee.
   Last Name	The last name of the contact person for the activity.
   New	This field is automatically selected when a visit is first created. Later, you can clear this field to indicate the visit is no longer new.
   Products	Displays products associated with the activity.
   Required	Select this check box to designate an activity that must be completed or rescheduled before ending a visit.
   Started	This field is automatically filled with the time at which the activity was created. Change this setting if necessary.
   Status	The status of the activity. For example, In Progress.
   Suppress Calendar	If selected, the activity does not appear in the Calendar views.