Bookshelf v8.1/8.2: Business Functions of Screens

The Siebel Consumer Goods interface includes task-specific screens. Only administrators use some screens. For introductory information about using the Siebel Consumer Goods standard interface, see Siebel Fundamentals.

NOTE: This guide documents the preconfigured Siebel Consumer Goods application with all of the optional modules specific to Consumer Goods functionality. The sample database includes data for these optional modules. If your installation does not include some of these optional modules, your software interface will differ from the interface described in some topics of this guide.

Table 3 lists the most frequently used Siebel Consumer Goods screens and the business functions of the views in those screens. The exact configuration of Siebel Consumer Goods screens, views, and fields depends on your company's configuration of the application. This table also lists screens for Siebel Business Applications that you can use with Siebel Consumer Goods and the business functions of the views in those screens.

Table 3. Business Functions of Screens
Screen	Functions of the Screen Views	Information About the Screen
Accounts	Create, view, and update accounts. Set up and maintain account hierarchies. Define and maintain account profile information.	Managing Accounts Product Distribution
Activities	Manage activities with accounts, contacts, opportunities, and service requests, and create contact and account calls (with or without Smart Calls).	Siebel Applications Administration Guide
Agreements	Manage information about agreements, administrative contracts, and entitlements.	Siebel Field Service Guide
Assets	Manage information about products sold to accounts.	Siebel Field Service Guide
Audit Trail	Create automatically a history of the changes in the application.	Siebel Applications Administration Guide
Calendar	Create and display activities (including to-do activities) and share calendar information with co-workers.	Siebel Fundamentals
Campaigns	Manage outbound communications with prospects targeted for a marketing effort.	Siebel Applications Administration Guide
Contacts	Record and track business and personal contact information associated with an account, an opportunity, a trouble ticket, or a service request.	Siebel Applications Administration Guide
Cycle Counting	Manage inventory by grouping assets into classes and counting each class's assets over a period and at designated intervals.	Siebel Field Service Guide
Expense Reports	Manage expense-report information for your own expenses or your team's expenses.	Siebel Applications Administration Guide
Forecasts	Create business forecasts based on opportunities or products.	Siebel Applications Administration Guide
Groups	Create buying groups and planning groups, which allow account managers to plan for aggregate demand from multiple accounts.	For information about buying groups, see Product Distribution
Home	Administrators can configure the Home screen to display data and reports.	About the Home Screen
Inventory Location Management	Associate assets with inventory locations.	Inventory and Order Management
Literature	Display company- and industry-related literature that the administrator catalogs.	Siebel Applications Administration Guide
Objectives	Help drive corporate goals by defining objectives for contacts and accounts. Monitor progress toward meeting sales goals.	Objectives
Opportunities	Manage sales opportunities for business and residential customers.	Siebel Applications Administration Guide
Part Browser	Check on-hand inventory.	Siebel Field Service Guide
Plans	Organize account promotions.	Trade Promotions
Products	Enter and maintain products, product images, product lines, product features, and price list definitions.	Products
Promotions	Plan and manage corporate promotions and account promotions.	Trade Promotions
Quality	Manage information about adverse events or reactions related to products.	Siebel Applications Administration Guide
Receiving	Record and review information relating to a physical receipt of material.	Siebel Field Service Guide
Repairs	Track defective products returned to a service center for repair.	Siebel Field Service Guide
Routes	Manage retail outlets by creating sales routes. Add individual accounts to a specific Route. Incorporate the route into a mobile field professional's routine visit schedule. Use these routes to schedule store visits at regular, predefined intervals.	Routes
Sales Volume Planning	View data related to sales volume planning.	Sales Volume Planning
Service Inventory	Manage the service parts inventory process.	Siebel Field Service Guide
Service Requests	Create, display, and update customer requests for information about or assistance with products or services.	Siebel Field Service Guide
Settlements	Manage deductions and claims.	Deductions and Claims
Shipping	Record and review information relating to a physical shipment of material.	Siebel Field Service Guide
SmartScript	Define the application workflow for an interactive situation in a script. These interactive situations can include inbound communications (such as customer service calls) and outbound contacts (such as telemarketing calls).	Siebel SmartScript Administration Guide
Solutions	Search, organize, and add to a knowledge base of answers to service requests and trouble tickets.	Siebel Field Service Guide
Target Accounts	Identify accounts by querying profile information (such as sales volumes or location) to generate a list of accounts. Use the list to schedule visits and plan routes.	Account Targeting
Visit Execution	Perform activities for sales visits to retail outlets.	Retail Execution

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