Siebel Consumer Goods Guide > Trade Promotions > Configuring Trade Promotions >

Changing the Visibility Filter for Team Members

By default, the visibility filter in the Plan List view filters plans based on the team members for the accounts in plans. You can change this default so this visibility filter filters plans based on the team members in plans. Changing the default for this visibility filter is applicable to situations in which a manufacturer works with multiple brokers who share the same account. The brokers can view only the plans that include them as members.

To change the visibility filter for team members in the Plan List view

1. Log in to Siebel Tools.
2. In Object Explorer, select the Business Component object, and in the Object List Editor, query for the following business component: CPG Plan Account.
3. In the Object Explorer, select the Buscomp View Mode child object.
4. For each view mode record:
   • Change the Visibility MVField column value from Account Sales Rep to Sales Rep.
   • Change the Visibility MVLink column value from Account Position to Position.

By default, the visibility filter in the Account Promotions List view filters account promotions based on the team members for the accounts in account promotions. You can change this default so that this visibility filter filters account promotions based on the team members in account promotions.

To change the visibility filter for team members in the Account Promotions List view

1. Log in to Siebel Tools.
2. In Object Explorer, select the Business Component object, and in the Object List Editor, query for the following business component: CPG Plan Account Promotion.
3. In the Object Explorer, select the Buscomp View Mode child object.
4. For each view mode record:
   • Change the Visibility MVField column value from Account Sales Rep to Sales Rep.
   • Change the Visibility MVLink column value from Account Position to Position.