3Getting Started

Getting Started

This chapter covers the administration tasks that are specific to the Siebel Consumer Goods application. Topics include:

• Other Guides for Administrative Setup Tasks

• Siebel Consumer Goods Administrative Setup Tasks

• Selected Setup Procedures

Other Guides for Administrative Setup Tasks

Use this chapter in combination with Siebel Applications Administration Guide, which covers the setup tasks that are common to all Siebel Business Applications, such as using license keys, defining employees, and defining your company’s structure. It also provides the information that you need to implement, configure, and monitor the Siebel sales, service, and marketing products and to perform data administration and document administration tasks.

Some tasks in this chapter might replace the corresponding tasks in the administration guide, whereas others might be additional tasks. Make sure you review Siebel Consumer Goods Administrative Setup Tasks before following the procedures in Siebel Applications Administration Guide.

This guide assumes that you installed, or if you are an existing customer, installed and completed the upgrade of, a Siebel Consumer Goods application. If you have not, consult the installation and upgrade guides on the Siebel Bookshelf that apply to your company’s implementation.

The Siebel Database Server installation script creates an administrator account that you can use to perform the tasks described in this guide. For information about this process, see the Siebel Installation Guide for the operating system you are using and Siebel Deployment Planning Guide. Also see Siebel System Monitoring and Diagnostics Guide and Siebel System Administration Guide.

Siebel Consumer Goods Administrative Setup Tasks

The following information lists and describes the administrative setup tasks that are specific to the Siebel Consumer Goods application and tasks that might differ from those of the other Siebel Business Applications. The table also directs you to documentation that provides information about each task.

When setting up your application, use the following table and Siebel Applications Administration Guide. You can complete these tasks in any order.

Caution: Do not perform system administration functions on your local database because you can create unwanted results, such as data conflicts, a “local database that is too large, or a large number of additional transactions to route.

Administrative Task	Description	For More Information
Data loading and integration	Load data from other databases in your company into the Siebel database. You might also want to integrate with other database applications or perform periodic batch imports and exports of data between these applications.	Siebel Enterprise Integration Manager Administration Guide Overview: Siebel Enterprise Application Integration Integration Platform Technologies: Siebel Enterprise Application Integration Transports and Interfaces: Siebel Enterprise Application Integration Business Processes and Rules: Siebel Enterprise Application Integration
Sales territory definition	Associate account managers with accounts. You can create this association using Enterprise Integration Manager (EIM), Siebel Territory Manager, or Siebel Assignment Manager. You can also manually enter this association.	Siebel Installation Guide for the operating system you are using. Siebel Deployment Planning Guide Siebel System Administration Guide
Period creation	Customize the LOVs for periods, season periods (if applicable), and period types (if necessary).	Creating Periods
Siebel Workflow Policies setup	For customers using the Trade Promotions, Trade Funds, or Sales Volume Planning modules, set up Workflow Policies.	Setting Up Siebel Workflow Processes for Consumer Goods
Product administration	If data is not imported with established catalog and category hierarchies, create and manage product definitions and attributes if necessary.	Products
	Create catalog and category hierarchies for use with Sales Volume Planning module.	Sales Volume Planning
Product distribution	Create an account distribution from historical shipments by using Enterprise Integration Manager (EIM) or by using Authorized Distribution List functionality. You can also manually enter an account distribution.	Product Distribution
Sales volume planning administration	Create sales volume planning account-product hierarchy.	Sales Volume Planning
Corporate promotions administration	Create corporate promotions that you can use to create account promotions.	Trade Promotions
Funds administration	Create fund groups to expedite creating account funds, and then allocate funds throughout a parent-child fund hierarchy.	Trade Funds

Selected Setup Procedures

This topic provides setup procedures that are required for implementation of more than one module or option in the Consumer Goods application. Setup procedures that are specific to only one module are documented in the chapter describing the use of that module or option.

This topic provides instructions for the following procedures:

• Creating Periods

• Creating Values for the Period Type List of Values

• Setting Up Siebel Workflow Processes for Consumer Goods

Creating Periods

Periods appear in drop-down lists when end users populate the Period field in various screens. Periods are used for sales volume planning and trade promotions.

For trade promotions, you must define the planning period, which is usually a fiscal year, but can be as short as a fiscal quarter. Because another part of the application might use calendar years, you can differentiate fiscal years from calendar years in the period name. For example, use the name FY 2007 for the 2007 fiscal year and the name Calendar 2007 for the 2007 calendar year.

The baseline periods for promoted product baselines and for sales volume planning must be the same. Thus, if you estimate promotional volumes in weeks, you must also manage the sales volume planning periods for product baselines in weeks. Managing sales volume planning periods by week rather then by month can result in significant additional administrative work and possible performance issues.

To expedite period selection, it is recommended that you include a zero in single digit periods. Some possible examples for period names follow:

• Week 01, 2007

• W01, 2007

• Month 01, 2007

• M01, 2007

• M01-Jan, 2007

Caution: Periods are sorted chronologically by start date. Therefore, you must not create periods that have the same period type and start date.

To create a period

1. Navigate to the Administration - Data screen, then the Periods view.

2. Create a new period definition record.

3. Select the value in the Type field that corresponds to the unit for time the delivery period spans (such as Week or Month).

   Note: If an appropriate value is not available in the Period Type list of values, you can create it, as described in Creating Values for the Period Type List of Values.

4. Select the first and last days of the delivery period in the Start and End date fields.

5. Complete the necessary fields.

Creating Values for the Period Type List of Values

The data delivered with the Siebel Consumer Goods application includes the Period Type values of Day, Week, Bi-Weekly, Month, Quarter, Half-year, Year, and Season. If you want to create periods for intervals that are not represented by these values, create a new value. For example, if you want to create half-month periods, create a Period Type value named Bi-Monthly.

The Season Period Type value is required to create seasonal period records. If the Season value is inadvertently deleted from the Period Type list of values in your database, you must restore it.

For more information about administration tasks for lists of values, see Siebel Applications Administration Guide.

To add a value to the Period Type list of values

1. Navigate to the Administration - Data screen, then the List of Values view.

2. Query for PERIOD_TYPE in the Type field.

3. Select any of the Period Type records that the query shows.

4. Click Menu and select Copy Record.

   A copy of the record is created in the List of Values list.

5. Select the new record and enter a name in the Display Value field.

6. In the Order field, enter a number to specify the order in which the value appears in the Period Type list of values.

   Note: Each Period Type record must have a unique Order value.

7. Complete the necessary fields.

Setting Up Siebel Workflow Processes for Consumer Goods

Perform the following steps in the order given to set up Workflow Policies for the Sales Volume Planning module:

1. Enable Workflow Policies. Depending on your current implementation, you might need to import workflow processes into Siebel Workflow Manager using Siebel Tools. For information about importing workflows, see Siebel Business Process Framework: Workflow Guide.

2. Enable Siebel Workflow Manager. You must enable Siebel Workflow Manager before you can begin the SVP process.

3. Generate triggers. The Generate Trigger (GenTrig) component on the Siebel Server allows you to create database triggers. Policy Manager uses these database triggers to identify records that can match policy conditions. Regenerate Generate Triggers when you create or delete new policies. For information about generating triggers, see the running generate triggers topic in Siebel Business Process Framework: Workflow Guide.

4. Start Workflow Policies Agent for each applicable module. Start Workflow Monitor Agent to execute your policies. Workflow Monitor Agent checks to see when the conditions of policies are met. For more information about starting Workflow Monitor Agent, see Siebel Business Process Framework: Workflow Guide.

5. Test Workflow Policies Agent.

You do not need to perform all these steps for the other modules. For more information about workflows, see Siebel Business Process Framework: Workflow Guide.

The following information lists the Consumer Goods modules that use Siebel Workflow processes.

Module	Name of Process	Action
Products	SIA CS Update Product Status	Spreads an end date change for a product to the associated accounts.
Sales Volume Planning	CG SVP Process	Automates the Sales Volume Planning Action field.
	Pricing Procedure - Default	Makes pricing effective in sales volume planning.
Trade Promotions and Trade Funds	CG Apply Corporate Promotion Process	Creates and updates an account promotion from a corporate promotion.
	CG Payment Process	Aggregates all payments with a status of Paid to the Payments Paid field for deals that are associated with account promotions, promoted categories, and promoted products. Aggregates all payments with a status of Paid to the Actual Total Spend field for account promotions, promoted categories, and promoted products.
	CS CG Account Plan Update Process	Updates a plan with product baseline data that is retrieved from sales volume plans based on the account for the plan, the time period designated by the start and end dates for the plan, and, if a category is selected for the plan, the products that are associated with that category and its subcategories.

To set up the CG SVP Process

1. Activate the CG SVP Process workflow process by performing the following steps:

   1. Navigate to the Administration - Business Process screen, then the Workflow Deployment view.

   2. In the Repository Workflow Processes list, select the CG SVP Process record.

   3. In the Active Workflow Processes list, select the CG SVP Process record and note that the Deployment Status is Active.

   4. If the Deployment Status is not Active, make the process active by clicking Activate in the Repository Workflow Processes list.

2. Enable the Workflow manager by performing the following steps:

   1. Navigate to the Administration - Server Configuration screen, then the Enterprises view.

   2. In the Component Groups list, select the record containing Workflow Management, click Menu, and select Enable Component Group.

   3. Click the Synchronize view tab.

   4. In the Synchronize list, click Synchronize.

3. Generate triggers by starting server manager and entering the following commands:

   > srvrmgr /g <gateway server> /e <enterprise name> /s <siebel server name> /u 
   sadmin /p <password >

   > start task for comp GenTrig with PrivUser=sadmin,PrivUserPass=<password>,
   
   EXEC=True 

   > list task for comp GenTrig 

   Repeat the last command until the task shows as completed.

4. Start the Workflow Monitor Agent by entering the following commands in server manager:

   > start task for comp WorkMon with TableOwner=table-owner,TableOwnPass=password,
   ActionAgent=False,GroupName='CG SVP' 
   

   > list task for comp WorkMon 

   Repeat the last command until the task shows as sleeping.