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Preparing Siebel Products and Quotes Data for Upgrade

Upgrades from: Siebel 6.x.

Environments: Production test, production.

This topic is part of an upgrade process. See How to Perform a Siebel Database Upgrade.

Customizable Products

Determine which of your Siebel 6.x configuration solutions are to be upgraded to Customizable Product quote items in Siebel 7.7.x. For Customizable Products, make sure that the Model Product field is checked in the Product Administration screen. This allows these products to be upgraded as Customizable Products.

For products that do not need to be upgraded as Customizable Products, verify that the Model Product field is unchecked. This verifies that quotes using these products in 6.x are upgraded as Packaged products.

All Siebel Configurator model associations for these products are removed, and these products behave like hierarchical product bundles. For more information on Packaged products and Configurator, see Product Administration Guide.

Discount Amount Field

Read this section if you have implemented the Quotes line item Discount Amount Field so that it allows creation of a header-level discount when the field is either NULL or contains $0.00.

The Siebel 6.x default behavior is to populate this field with $0.00, and the user must then clear this before entering a header-level discount.

In Siebel 7.7.x, the default for this field is NULL. This means the user does not have to clear the field to create a header-level discount.

If you have altered the default behavior so that the user can create a header-level discount when the Discount Amount field is either NULL or contains $0.00, you must run the following script on the Siebel Database before doing the upgrade:

update S_QUOTE_ITEM

set DISCNT_AMT = NULL

where DISCNT_AMT = 0