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Defining Products

Use the Administration - Product screen to enter products into the Siebel database by creating product records. The only required field in the product record is the product name. However, it is recommended that you also associate the record with a product line, category, and price list.

In the preconfigured Siebel Consumer Goods application, after you create a product record you cannot delete it. To prevent display of a product record in drop-down lists and dialog boxes, edit the product record by deselecting the Orderable, Sales Product, and Service Product check boxes. You can also control display of the product by setting the Effective Start Date and the Effective End Date fields.

Your company might also choose to configure the application to allow administrators to delete products, to delete products as part of the batch Enterprise Integration Management (EIM) process, or both. For more information about EIM processes, see Siebel Enterprise Integration Manager Administration Guide.

This task is a step in Process of Managing Products.

To create a product record

1. Navigate to the Administration - Product screen.
2. Create a new product record, and complete the necessary fields.

   The following table describes some fields in the Products list.

   Field	Comments
   Name	The name of the product. This field is a hyperlink to the Product Detail Key Features Administration View by default.
   Type	The type classification of the product. To configure your Types, see Configuring Siebel Business Applications. This field drives the dynamic Detail Product Form.
   Product Line	The product line with which the product is associated. For information about creating product lines and associating products with product lines, see Defining Product Lines.
   Revision	The version or revision of a product. You can use this field in association with an internal employee position for routing requests related to the product. For example, for Product X, Version 7, you can initially assign service requests to the product line manager for Product X.
   Billable Flag	Select this check box if the product is billable.
   Report Header	Enter the name you want to use as the report header for this product.
   Category	Select the category to which the product belongs. A category is a logical group of subcategories or products.
   Customizable	Select this check box if the product can be customized.
   UoM	The unit of measure in which you sell the product.
   Product Level	An optional indicator of products in relation to each other.
   Case Pack	The number of individual selling units in a case.
   Lead Time	The standard lead time for ordering the product.
   Organization	You can associate a product with an organization and limit who can see the product.
   Target	The market to which the product is targeted.
   Bundle	Select this check box to define a product bundle.

   NOTE:  To view competitor products, for example in conducting retail audits, the competitor products must exist in the distribution list of the account. Only administrators can add competitor products to an end user's distribution list. End users who are responsible for account audits can then associate competitor products with the account they plan to audit. For information about conducting retail audits, see Retail Execution.

3. To view all the fields for a product, drill down on the Name field hyperlink in the Product Administration view, and click the first More Info link in the More Info link bar.

   For descriptions of additional fields that you can make visible using Siebel Tools, see Siebel Product Administration Guide.