Table 4. Siebel Consumer Goods Administrative Tasks
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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 |
Sales territory definition |
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 |
Period creation |
Customize the LOVs for periods, season periods (if applicable), and period types (if necessary). |
Creating Periods |
Siebel Workflow Policies setup |
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, create and manage product definitions and attributes if necessary. |
Products |
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 use to create 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 |