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Configuring Trade Funds

To use the CG Payment Process, you need to export the workflow process from the sample database of the Consumer Goods application and import the workflow process into the server database. Complete the procedures in this topic.

To export the workflow process

1. From the Siebel Consumer Goods application, connect to the sample database.
2. Navigate to the Administration - Business Process screen, then the Workflow Processes view.
3. In the Workflow Processes list, query for a Name of CG Payment Process.
4. Click Menu, and select Export Workflow.
5. Export the CG Payment Process in XML format to a location from which you can retrieve it.

Use the following procedure to import the workflow process.

To import the workflow process

1. From the Siebel Consumer Goods application, connect to the server database.
2. Navigate to the Administration - Business Process screen, then the Workflow Processes view.
3. Click Menu, and select Import.
4. Import the CG Payment Process workflow that you exported in XML format to the server database.

Before you run the Process Simulator for the first time, you must set your debug options. For more information, see Siebel Business Process Framework: Workflow Guide.

To execute the workflow process invoked by Workflow Policy

1. Navigate to the Administration - Business Process screen, then the Workflow Policy Actions view.
2. In the Actions list, create a new action, select Run Workflow Process in the Program field for the action, and perform the following steps:
   1. In the Arguments list, create a new argument.
   2. In the Argument field of the Arguments list, select ProcessName.
   3. In the Value field of the Arguments list, enter the name of the workflow process (for example, CG Payment Process) that you want to invoke as the argument value.
3. Navigate to the Administration - Business Process screen, then the Workflow Policy Groups view.
4. In the Policy Groups list, create a new group, and enter a name for the group in the Name field.
5. Navigate to the Administration - Business Process screen, then the Workflow Policies view.
6. In the Policies List, create a new policy, and perform the following steps:
   1. In the Conditions list, create a policy condition that must be met to invoke the workflow process.
   2. In the Actions list, create a new action, and enter the name of the action that you created in Step 2.
7. Run Generate Triggers.

   For more information about generate triggers, see Siebel Business Process Framework: Workflow Guide.

8. If you are using the Run Workflow Process program, verify that the Workflow Process Manager server component is online.
9. Run Workflow Monitor Agent.

   For more information about Workflow Monitor Agent, see Siebel Business Process Framework: Workflow Guide.

Use the following procedure to access the CG Payment Process workflow process.

To access the CG Payment Process workflow process

1. Navigate to the Administration - Business Process screen, then the Workflow Processes view.
2. In the Workflow Processes list, click Menu and select New Query.
3. In the Name field, enter CG Payment Process.
4. Click Menu, and select Run Query.
5. In the Name field, drill down on the CG Payment Process hyperlink.

   The Workflow Process Designer view appears. Use the graphical flowchart tool in this view to modify the business service. For more information about workflows, see Siebel Business Process Framework: Workflow Guide.