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. 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