Table 3. Fields in the Product Record
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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. |
Compensable |
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. |
Customizable |
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. |
Description |
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. |
Format |
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. |
MTBF |
Enter the mean time between failures for the product. |
MTTR |
Enter the mean time to repair the product. |
Orderable |
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. |
Organization |
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. |
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.
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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. |
Product |
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. |
Qty |
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. |
Revision |
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. |
Serialized |
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.
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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. |
Status |
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. |
Taxable |
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. |
Tool |
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. |
Type |
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. |