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Setting Up Siebel Workflow Processes for Consumer Goods

Perform the following steps in the order given to set up Workflow Policies for the Sales Volume Planning module:

  1. Enable Workflow Policies. Depending on your current implementation, you might need to import workflow processes into Siebel Workflow Manager using Siebel Tools. For information about importing workflows, see Siebel Business Process Framework: Workflow Guide.
  2. Enable Siebel Workflow Manager. You must enable Siebel Workflow Manager before you can begin the SVP process.
  3. Generate triggers. The Generate Trigger (GenTrig) component on the Siebel Server allows you to create database triggers. Policy Manager uses these database triggers to identify records that can match policy conditions. Regenerate Generate Triggers when you create or delete new policies. For information about generating triggers, see the running generate triggers topic in Siebel Business Process Framework: Workflow Guide.
  4. Start Workflow Policies Agent for each applicable module. Start Workflow Monitor Agent to execute your policies. Workflow Monitor Agent checks to see when the conditions of policies are met. For more information about starting Workflow Monitor Agent, see Siebel Business Process Framework: Workflow Guide.
  5. Test Workflow Policies Agent.

You do not need to perform all these steps for the other modules. For more information about workflows, see Siebel Business Process Framework: Workflow Guide.

Table 5 lists the Consumer Goods modules that use Siebel Workflow processes.

Table 5. Consumer Goods Modules That Use Siebel Workflow Processes
Module
Name of Process
Action

Products

SIA CS Update Product Status

Spreads an end date change for a product to the associated accounts.

Sales Volume Planning

CG SVP Process

Automates the Sales Volume Planning Action field.

Pricing Procedure - Default

Makes pricing effective in sales volume planning.

Trade Promotions and Trade Funds

CG Apply Corporate Promotion Process

Creates and updates an account promotion from a corporate promotion.

CG Payment Process

Aggregates all payments with a status of Paid to the Payments Paid field for deals that are associated with account promotions, promoted categories, and promoted products. Aggregates all payments with a status of Paid to the Actual Total Spend field for account promotions, promoted categories, and promoted products.

CS CG Account Plan Update Process

Updates a plan with product baseline data that is retrieved from sales volume plans based on the account for the plan, the time period designated by the start and end dates for the plan, and, if a category is selected for the plan, the products that are associated with that category and its subcategories.

To set up the CG SVP Process

  1. Activate the CG SVP Process workflow process by performing the following steps:
    1. Navigate to the Administration - Business Process screen, then the Workflow Deployment view.
    2. In the Repository Workflow Processes list, select the CG SVP Process record.
    3. In the Active Workflow Processes list, select the CG SVP Process record and note that the Deployment Status is Active.
    4. If the Deployment Status is not Active, make the process active by clicking Activate in the Repository Workflow Processes list.
  2. Enable the Workflow manager by performing the following steps:
    1. Navigate to the Administration - Server Configuration screen, then the Enterprises view.
    2. In the Component Groups list, select the record containing Workflow Management, click Menu, and select Enable Component Group.
    3. Click the Synchronize view tab.
    4. In the Synchronize list, click Synchronize.
  3. Generate triggers by starting server manager and entering the following commands:

    > srvrmgr /g <gateway name server> /e <enterprise name> /s <siebel server name> /u sadmin /p <password >

    > start task for comp GenTrig with PrivUser=sadmin,PrivUserPass=<password>,
    EXEC=True

    > list task for comp GenTrig

    Repeat the last command until the task shows as completed.

  4. Start the Workflow Monitor Agent by entering the following commands in server manager:

    > start task for comp WorkMon with TableOwner=table-owner,TableOwnPass=password,
    ActionAgent=False,GroupName='CG SVP'

    > list task for comp WorkMon

    Repeat the last command until the task shows as sleeping.

    
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