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About the Product Record

Noncustomizable products are called simple products. Products with features that can be chosen at the time of purchase are called customizable products. There are two types of customizable products:

  • Products with attributes have features such as size and color that can be chosen.
  • Products with components have components that can be chosen.

You enter a product into the database by creating a product record. This record stores important information about the product. The only required field in the product record is the product name. However, it is important to associate the record with a price list and a product line. This allows users to create quotes and to find important information about the product. In addition, when you associate a product with a product class, the product inherits the attributes defined on the class.

Table 2 lists the fields in the product record.

Table 2. Fields in the Product Record

Allocate Below Safety

Click the box to allow allocation below the safe inventory level of this product.

Auto Allocate

Click the box if you are using automatic allocation by the Order Fulfillment engine of a particular product during the fulfillment process.

Auto Substitute

Click the box to allow auto-substitution. Auto-substitution is the automatic use by the Order Fulfillment Engine of a substitute product when the product ordered cannot be found in inventory.

The substitute products are set using the Create Substitute form on the Product Field Service Details page.

Check Eligibility

Select this checkbox to make the application check customers' eligibility to buy this product. For more information, see Product and Promotion Eligibility and Compatibility.


Select this checkbox if sales personnel can receive compensation for selling the product.

Compound Product


Select this checkbox if this is a networking product which uses compound product validation rules.


Displays a check mark if this is a customizable product with a work space and at least one version of the product has been released and is available to users.


Enter a brief description of the product.

Division Code (SAP)

Can be used for setting up user access to products but is not recommended. Instead, set up user access by assigning products to categories.

Effective End

The date after which the product is unavailable. This field is for information only. Versioning controls when the product is available.

Effective Start

Enter the date on which the product becomes available. This field is for information only. Versioning controls when the product is available.

Global Product Identifier

Enter a unique product identification string. Use this field to map products from one Siebel installation to another or to a third-party product master. This field is useful when the string in the Part # field is required for local use or is not compatible with third-party product masters. This field is intended for use by integrators needing to move product information between applications.

Equivalent Product

Displays the primary equivalent product. Click the select button in this field to display all equivalent products or to add additional equivalent products.

Field Replaceable

Select this checkbox if this is a field-replaceable unit.


For training products, select a training format such as Instructor led and Web-based.

Image File Name

Select the image file associated with the product. You can also select the image in the Administration - Product screen, Collateral, and then Images.

The optimal bitmap dimensions for product images are 4.15 x 4.15 inches, 12.14 x 12.14 cm, or 398 x 398 pixels.

Inclusive Eligibility

Select this checkbox to specify inclusive eligibility. For more information, see Defining Product and Promotion Eligibility Rules.

Integration Id

Enter the back-office application product ID. This field can be used by SAP and Oracle Product Connectors.

Item Size

Enter the numeric product size.

Lead Time

Enter the standard lead time for ordering the product. Measured in weeks. For example, if you enter 2, this means 2 weeks.

Locked Flag

Select this checkbox to lock the product so it can be modified.

Locked By

Displays the user who locked the product.

Model Product

This field is obsolete. It is provided as a reference for upgrade users of Siebel Configurator.


Enter the mean time between failures for the product.


Enter the mean time to repair the product.


Select this checkbox if the product can be ordered. Determines whether a product can be listed as a quote line item on a quote.

All components you add to a product with components must be orderable.


Can be used for setting up user access to products but is not recommended. Instead, set up user access by assigning products to categories.

If the default organization is changed accidentally, this change can affect EIM and product migrations, because the application cannot find the default value of the organization while importing the product record.


Enter the name of the Siebel Advisor pageset to which the product belongs. For more information, see Siebel Advisor Administration Guide.

Parent Product

Select the parent product. This field is for information only. It is not used for creating or managing products with components.

Part #

Enter the part number of the product.

Part Number Method

Select the part number generation methods that can be assigned to a product. This menu is part of the smart part number feature, described in Smart Part Numbers for Products with Attributes.

Price Type

Select the price type. Options are:

  • One-Time. The customer pays once to buy the product.
  • Recurring. The customer pays a fixed recurring fee to use the product. An example is a fixed monthly fee for local telephone service.
  • Usage. The customer pays for the product based on usage. An example is the charge for electricity, based on how much you consume.

Primary Vendor

Select the primary vendor for the product.

The primary vendor must be specified to associate the product with an opportunity in the Opportunity Product Analysis Chart view.


Enter the name of the product. Products that will be added to the same user access category must not have the same name.

The name must be only alphanumeric characters. Special characters such as $ and / are not supported for customizable product scripting or for Siebel Configurator APIs.

Product Class

Select the product class to which you want to assign this product. The product will inherit all the attributes defined on the class or that are inherited by the class.

This is the field in the Workspace version. For the information to take effect, you must click Release to release the product.

Product Level

Enter the numeric product level in the product hierarchy. This field is for record keeping only and is not used to create or manage the product class system.

Product Line

Select the desired product line for the product.

Project Resource

Select this checkbox if the product is a service for a project. This determines if the product is going to be available in the rate list.


Enter the number of items in the unit of measure. For example, if the unit of measure is a case, Qty would be the number of items in the case, such as 24.

Return if Defective

Select this checkbox to indicate that a defective product must be returned by the customer when a replacement is shipped. Deselect the checkbox if customers must not return defective products.


Select the revision level of the product as it goes through revisions.

Sales Product

Select this checkbox if the product is a sales product. This determines whether the product is displayed in the Product picklist for Opportunities.


Select this checkbox if movement of the product (a transaction) requires an asset number or its corresponding serial number. The default is no check mark or X (not serialized).

NOTE:  If the Serialized field is selected, you must enter the Asset # field of the Quote item, Order item or Asset.

Service Product

Select this checkbox if the product is a service. Only products designated as service products will display when you click the Service button on a quote.

Special pricing rules apply to service products. For more information, see Siebel Pricing Administration Guide.

Ship Carrier

Select the name of the shipping carrier for this product.

Ship Method

Select the shipping mode: air ground, and so on.


Select the status of the product: prototype, alpha, beta, and so on.

Structure Type

Select the type of structure the product has. Options are:

  • None. Simple product.
  • Bundle. Bundle product.
  • Customizable. Customizable product.

Structure Type controls whether the Customize button appears in the product selection, quote, and order user interface.

Structure Type does not control how the product appears in the Siebel Configurator User Interface. A product appear as a customizable product in Siebel Configurator as long as it has either attributes or components that the user can select, regardless of Structure Type.

Targeted Country

Select the country where you want to sell this product.

Targeted Industry

Select the industry you want to target with this product.

Targeted Max Age

Enter the maximum age of buyers for this product.

Targeted Min Age

Enter the minimum age of buyers for this product.

Targeted Postal Code

Enter the postal code where you want to target sales of this product.

Tax Subcomponent Flag

Select this checkbox to compute the tax on a bundle by adding up the tax on its components. Useful when the tax rate or computation method is not the same for all the components in a bundle.


Select this checkbox if the product is taxable.

Thumbnail Image File Name

Select the thumbnail image file associated with the product. You can also select the thumbnail image in Product Administration, then Product Images.


Click the box if this product is a tool, such as one used by field service engineers.

Track as Asset

Select this checkbox if, when the product is purchased, you want to track it as a customer asset to allows you to create quotes and orders based on the asset. For more information, see the topic about asset-based ordering in Siebel Order Management Guide.


Select the product type: product, service, or training. You must select a Type if users will be using the Spread Discount feature in Quotes. If you create custom values in this list, you must configure the product using Oracle's Siebel Tools to make the Spread Discount feature work. For more information about Spread Discount, see Siebel Order Management Guide.

Unit of Measure

Select the unit of measure by which the product is sold, for example, Each.

Vendor Part #

Enter the vendor's part number for this product.

Vendor Site

Displays the primary vendor's location. This field is filled automatically when you select a vendor.

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