Bookshelf v7.7: Consumer Sector Administrative Setup Tasks

Table 4 lists and describes the administrative setup tasks that are specific to Consumer Sector applications and tasks that might differ from those of the other Siebel eBusiness 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 Applications Administration Guide.

Table 4. Consumer Sector 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 may 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 eBusiness Application Integration Volume I Integration Platform Technologies: Siebel eBusiness Application Integration Volume II Transports and Interfaces: Siebel eBusiness Application Integration Volume III Business Processes and Rules: Siebel eBusiness Application Integration Volume IV Interface Tables Reference
Define sales territories	Define sales territories and set up the territory assignment process, if applicable.	Siebel Installation Guide for Microsoft Windows: Servers, Mobile Web Clients, Tools Siebel Installation Guide for UNIX: Servers, Mobile Web Clients, Tools Going Live with Siebel eBusiness Applications 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 Policies for Consumer Sector
Product administration	If data is not imported with established catalog and category hierarchies, you may 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 account distribution hierarchy and assign distribution codes to account/category and product/category combinations.	Product Distribution
Sales Volume Planning administration	Create sales volume planning account-product hierarchy.	Sales Volume Planning
Funds administration	Create parent and child funds and aggregate products under child funds.	Trade Funds
Deductions administration	Modify, split, and add literature to deductions, and add invoices and credit memos.	Deductions
Objectives administration	Create objectives, add accounts and recommended activities to objectives.	Objectives
Account Targeting administration	Change private predefined queries into public predefined queries.	Account Targeting
Assortment delivery flows	Set up delivery flow models and delivery flow types.	Assortment Plans