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Siebel Consumer Goods Guide
What's New in This Release
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Consumer Goods Overview
About Siebel Consumer Goods
Business Solutions for Siebel Business Applications
Business Functions of Screens
About the Home Screen
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Getting Started
Other Guides for Administrative Setup Tasks
Siebel Consumer Goods Administrative Setup Tasks
Selected Setup Procedures
Creating Periods
Creating Values for the Period Type List of Values
Setting Up Siebel Workflow Processes for Consumer Goods
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Managing Accounts
About Accounts
Scenario for Setting Up and Maintaining Accounts
Viewing Account Plan Status
Process of Managing Accounts
Creating or Modifying Accounts
Changing the Prices of Individual Line Items
Updating Product Price and Cost
Deleting Accounts
Setting Up Account Hierarchies
Profiling Accounts
Creating Addresses for Accounts
Removing Yourself from Account Teams (End User)
Associating Activities with Accounts (End User)
Associating Contacts with Accounts (End User)
Adding Merchandising Locations to Accounts (End User)
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Products
About Catalog and Product Administration for Consumer Goods
About Catalog-Category Hierarchies
Scenario for Setting Up and Managing Products
Process of Managing Products
Defining Products
Associating Multiple Accounts with Products
Removing Accounts Associated with Products
Defining Product Lines
Using the Product Explorer (End User)
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Product Distribution
About Controlling Product Distribution
Scenario for Managing Product Distribution
About Creating and Modifying Distribution Lists
Process of Managing Product Distribution
Creating Distribution Codes
Creating Distribution Lists
Amending Distribution Lists
Copying Distribution Lists
Deleting Products from Distribution Lists
Setting Up Account Channel Values
Assigning Product Categories to Account Catalogs
Viewing and Modifying Distribution List Products (End User)
Viewing and Modifying Distribution List Categories (End User)
Reviewing Account Catalogs (End User)
Creating Buying Groups (End User)
Associating Sources of Supply with Accounts
Associating Sources of Supply with Products
Associating Account Products with Merchandising Locations (End User)
About Configuring Product Distribution
Specialized Methods Invoked in Product Distribution
Apply Button for an Authorized Distribution List
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Sales Volume Planning
About Sales Volume Planning
About the SVP Aggregate Action
Scenario for Using Sales Volume Planning
Roadmap for Sales Volume Planning
Process of Setting Up Category-Product Hierarchies
Setting Up Account Hierarchies
Creating Category-Product Hierarchies
Associating Products with Categories
Acquiring Categories
Deleting Products and Categories
Process of Defining SVP Hierarchies
Manually Associating Categories with Accounts
Manually Associating Subcategories with Accounts
Modifying Account-Category Hierarchies
Deleting Account-Category Hierarchies
Performing the Initial Aggregation
Running Aggregation Processing in Parallel
Populating Locks
Process of Establishing Baseline Basis Quantities
Generating Baseline Basis Quantities for Existing Products
Generating Baseline Basis Quantities for New Products
Precalculating Adjusted Baseline Basis Quantities
Copying Baseline Information to Other Fields
Manually Entering SVP Data
Process of Performing Ongoing SVP Administrative Tasks
Creating SVP Periods
Importing or Copying SVP Data
Resetting Account and Category Levels
Performing Periodic Aggregations
Allocating Changes Down Multiple Levels of the Account Hierarchy
Resetting SVP Hierarchy Levels
Resetting SVP Hierarchy Locks
Viewing SVP Data (End User)
Skipping SVP Source Data (End User)
Locking and Modifying SVP Data (End User)
About SVP Algorithms
About Category and Account Level Allocation
About Number Handling and Percentage-Basis Calculations
About Configuring Sales Volume Planning
Configuring Sales Volume Planning
Modifying the SVP Business Service
Configuring SVP Category Aggregation and Mass Change
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Trade Promotions
About Trade Promotions
Scenario for Setting Up and Carrying Out Trade Promotions
Viewing Account Promotion Details
Roadmap for Managing Trade Promotions
Process of Managing Corporate Promotions (End User)
Creating Corporate Promotions
Adding Categories to Corporate Promotions
Adding Products to Corporate Promotions
Adding Attachments to Corporate Promotions
Attaching Literature to Corporate Promotions
Creating Account Promotions from Corporate Promotions
Viewing Performance Data for Account Promotions in Corporate Promotions
Creating High-Level Promotions for Account Promotions (End User)
Process of Managing Plans for Account Promotions (End User)
Creating Plans for Account Promotions
Creating Default Values for Plans for Account Promotions
Adding Attachments to Plans
Viewing Calendars for Plans
Viewing the Audit Trail for Plans
Process of Managing Account Promotions (End User)
Creating Account Promotions
Adding Categories to Account Promotions
Adding Products to Account Promotions
Associating Baseline and Shipment Data with Promoted Products
Allocating Field Values in Account Promotions
Transferring Incremental Volumes for Account Promotions to SVP
Associating Objectives with Account Promotions
Adding Attachments to Account Promotions
Attaching Literature to Account Promotions
Viewing Calendars for Account Promotions
Viewing the Audit Trail for Account Promotions
Process of Simulating High-Level Promotions and Account Promotions (End User)
Importing and Copying Lift Factors
Simulating the Results for High-Level Promotions for Account Promotions
Simulating the Results for Account Promotions
About What-If Scenarios at the Account Plan Level
Process of Managing Deals for Account Promotions (End User)
Creating Deals for Account Promotions
Creating Deals for Promoted Categories
Creating Deals for Promoted Products
Process of Managing Phasing for Account Promotions (End User)
Enabling Phasing for Account Promotions
Phasing Promoted Categories
Recalculating Phasing Results for Categories
Phasing Promoted Products
Recalculating Phasing Results for Products
Finalizing Account Promotions
About Some Fields for Promotions
General Fields in Promotions
Fields for Details About Promotional Tactics
Fields for Volume and Revenue in Promotions
Fields for Spending in Promotions
Fields for Details About Deals
About Phasing Results
About Configuring Trade Promotions
Configuring Trade Promotions
Retaining Account Promotions When Deleting Corporate Promotions
Changing the Visibility Filter for Team Members
Configuring Available Plans for Account Promotions
Changing Dates for Baseline Data Retrieval
Configuring the Spread Button
Configuring the Forecast Button
Configuring the Update Button
Planning by Using Different Units of Measure
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Trade Funds
About Trade Funds
Scenario for Managing Funds for Account Promotions
Process of Managing Trade Funds
Creating Funds
Creating Fixed Funds
Creating Accrual Funds
Adding Child Funds to Parent Funds
Adjusting Funds
Reviewing Deals
Reviewing Fund Payments
Transferring Fund Amounts Without Constraint
Reconciling Deals
Closing Deals
Forecasting Accrual Funds (End User)
Transferring Fund Amounts with Constraint (End User)
Approving Fund Transfers (End User)
Submitting Payments for Funds (End User)
Reviewing Funds (End User)
About Configuring Trade Funds
About Rolling Up Paid Payments
About Consumer Goods Payment Business Service
Funds Configuration for Enterprise Integration Manager
Specialized Methods Invoked in Funds
User Properties for Funds
Configuring Trade Funds
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Deductions and Claims
About Deductions
Scenarios for Managing and Resolving Deductions
Scenario for Managing Deductions for Account Promotions
Scenario for Managing HQ Deductions
Process of Managing Account Promotion Deductions
Creating and Editing Deductions
Adding Literature to Deductions
Splitting Deductions
Creating Credit Memos
Analyzing Workloads
Creating Activity Templates
Reviewing Deductions (End User)
Viewing Account Deductions (End User)
Creating Deduction Activities (End User)
Creating Deduction Activity Plans (End User)
Associating and Modifying Invoices (End User)
Creating Deduction Attachments (End User)
Creating Deduction Notes (End User)
Reviewing Account Credit Memos (End User)
Reviewing Deduction Literature (End User)
Resolving Deductions (End User)
About Status Stage Behavior in Deduction Resolutions
About Claims
Process of Managing Claims
Creating and Editing Claims
Adding Attachments to Claims
Resolving Claims
About Configuring Deductions and Claims
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Objectives
About Objectives
Scenario for Creating and Fulfilling Sales Objectives
Process of Working with Objectives
Creating Objectives
Creating Recommended Activities for Objectives
Targeting Accounts to Objectives
Creating Child Objectives
Changing the Dates for Objectives
Applying Objectives
Scheduling Store Visits
Reviewing Objectives (End User)
Changing the Status of Activities (End User)
Checking the Status of Objectives (End User)
About Configuring Objectives
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Retail Execution
About Retail Execution
Scenario for Retail Execution
Roadmap for Performing Retail Execution
Preparing for Retail Visits (End User)
Planning Retail Visits (End User)
Starting Retail Visits (End User)
Process of Performing Retail Activities (End User)
Performing Merchandising Audits
Performing Retail Assessments
Exchanging Products Between Sales Representatives
Performing Retail Audits
Reviewing Store Conditions
Creating Retail Activities (End User)
Reviewing Account Information (End User)
Ending Retail Visits (End User)
About Configuring Retail Execution
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Routes
About Routes
Scenarios for Creating and Using Routes
Scenario for Creating Routes
Scenario for Creating Routes for Sales Representatives
Scenario for Creating Routes That Change Frequently
Process of Creating and Using Routes
Creating Routes (End User)
Adding Accounts to Routes (End User)
Assigning Target Lists to Routes (End User)
Using Routes to Schedule Visits (End User)
About Configuring Routes
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Account Targeting
About Account Targeting
Scenarios for Account Targeting
Scenario for Creating Target Lists for Sales Representatives
Scenario for Creating Target Lists
Process of Account Targeting
Making Predefined Queries Public
Deleting Saved Predefined Queries
Creating Target Lists (End User)
Saving Target Lists (End User)
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Inventory and Order Management
About Inventory and Order Management
Scenario for Managing Inventory and Orders
Process of Managing Inventory and Orders
Associating Assets with Inventory Locations (End User)
Recording Van Information (End User)
Verifying Van Inventory (End User)
Reviewing Billings (End User)
Taking Retail Orders (End User)
Recording Deposits (End User)
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