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Siebel Consumer Sector Guide > Product Distribution > End-User Procedures >
Viewing and Modifying Distribution List Products
End users can view the products on an account's distribution list, add unauthorized products to a subaccount's distribution list, and modify an account's distribution list.
To view an account's distribution list products
- Navigate to the Accounts screen.
- Select the account by performing a query in the list.
- Click the Distribution view tab.
The Distribution list for that account appears.
NOTE: In the standard Siebel Consumer Sector applications, you can add additional products to this account's distribution list from the Distribution view.
To add unauthorized products to an account's distribution list
- Navigate to the Accounts screen.
- Select the appropriate account by performing a query in the list.
- Click the Source of Supply tab.
The account's Product distribution list appears.
- In the Products list, click New.
- From the Pick Product dialog box, select a product to add to the account's distribution list, click OK, and fill in the necessary fields.
Some of the fields are described in the following table.
NOTE: A product that is manually added to a subaccount's distribution list is unaffected by changes made at the key account level.
To modify a key account's distribution list
- Navigate to the Accounts screen.
- Select the key account for the customer's distribution list by performing a query in the list.
- Click the Source of Supply view tab.
The Product Distribution and Source of Supply lists appear.
- Modify the Product list as necessary. You can:
- Add new products to the Products list.
- Alter the sequence code.
- Assign the product a status of active or inactive.
- Change the distribution code.
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Siebel Consumer Sector Guide Published: 18 April 2003 |