Siebel Consumer Goods Guide > Objectives >

Creating Objectives

You must complete this task before performing the remaining tasks in this chapter.

If you want to create recurring objectives, you can perform the following tasks:

• Change the period of an existing objective (if no visits are scheduled).
• Copy an existing objective and apply a new period to it.
• Use a workflow to schedule monthly visits. For more information, see Siebel Business Process Framework: Workflow Guide.

This task is a step in Process of Working with Objectives.

To create an objective

1. Navigate to the Objectives screen, then the Retail Objective List view.
2. In the Objectives list, create a new record, and complete the necessary fields.

   The following table describes some fields.

   Field	Comments
   Objective	The name of the objective.
   Parent Objective	The name of an objective's parent objective, if applicable. The parent objective defines some of the criteria for its child objectives. For example, child objectives are restricted to the products, if any, that are associated with the parent objective. You can create parent objectives without completing the Parent Objective field. You must complete the Parent Objective field when creating child objectives. You can view parent-child relationships between objectives in the Objectives Explorer view.
   Type	The type of objective, for example, a corporate promotion or a marketing type of objective.
   Description	The purpose of the objective.
   Period	The period of time during which the objective must be completed.
   Product	The product or products that you want to associate with this objective.
   Organization	The organization restricts the target accounts you can associate with the objective.
   Start Date	The beginning date of an objective. This date must be in the objective's time period.
   End Date	The ending date of an objective. This date must be in the objective's time period.