Contents

• Title and Copyright Information
• Preface

1 What’s New in This Release

• What's New in Siebel Consumer Goods, Siebel CRM 20.1 Update
• What’s New in Siebel Consumer Goods, Siebel CRM 19.1 Update

2 Consumer Goods Overview

• Consumer Goods Overview
• About Siebel Consumer Goods
• Business Solutions for Siebel Business Applications
• Business Functions of Screens
• About the Home Screen
  • Reports

3 Getting Started

• Getting Started
• Other Guides for Administrative Setup Tasks
• Siebel Consumer Goods Administrative Setup Tasks
• Selected Setup Procedures
  • Creating Periods
  • Creating Values for the Period Type List of Values
  • Setting Up Siebel Workflow Processes for Consumer Goods

4 Managing Accounts

• Managing Accounts
• About Accounts
  • About Account Hierarchies
  • About Account Classification
• Scenario for Setting Up and Maintaining Accounts
• Viewing Account Plan Status
• Process of Managing Accounts
  • Administrator Procedures
  • End-User Procedures
• Creating or Modifying Accounts
• Changing the Prices of Individual Line Items
• Updating Product Price and Cost
• Deleting Accounts
• Setting Up Account Hierarchies
• Profiling Accounts
• Creating Addresses for Accounts
• Removing Yourself from Account Teams (End User)
• Associating Activities with Accounts (End User)
• Associating Contacts with Accounts (End User)
• Adding Merchandising Locations to Accounts (End User)

5 Products

• Products
• About Catalog and Product Administration for Consumer Goods
• About Catalog-Category Hierarchies
• Scenario for Setting Up and Managing Products
• Process of Managing Products
  • Administrator Procedures
  • End-User Procedures
• Defining Products
• Associating Multiple Accounts with Products
• Defining Product Lines
• Using the Product Explorer (End User)

6 Product Distribution

• Product Distribution
• About Controlling Product Distribution
  • About Distribution Lists
  • About Account Market Segments
  • About Buying Groups
• Scenario for Managing Product Distribution
• About Creating and Modifying Distribution Lists
• Process of Managing Product Distribution
  • Administrator Procedures
  • End-User Procedures
• Creating Distribution Codes
• Creating Distribution Lists
• Amending Distribution Lists
• Copying Distribution Lists
• Deleting Products from Distribution Lists
• Setting Up Account Channel Values
• Assigning Product Categories to Account Catalogs
• Viewing and Modifying Distribution List Products (End User)
• Viewing and Modifying Distribution List Categories (End User)
• Reviewing Account Catalogs (End User)
• Creating Buying Groups (End User)
• Associating Sources of Supply with Accounts (End User)
• Associating Sources of Supply with Products (End User)
• Associating Account Products with Merchandising Locations (End User)
• About Configuring Product Distribution
  • Specialized Methods Invoked in Product Distribution
  • Apply Button for an Authorized Distribution List

7 Sales Volume Planning

• Sales Volume Planning
• About Sales Volume Planning
  • About Basis, Planning, and Baseline Data Elements
• About the SVP Aggregate Action
  • About Maximizing Aggregation Performance
• Scenario for Using Sales Volume Planning
• Roadmap for Sales Volume Planning
  • Administrator Procedures
  • End-User Procedures
• Process of Setting Up Category-Product Hierarchies
  • Setting Up Account Hierarchies
  • Creating Category-Product Hierarchies
  • Associating Products with Categories
  • Acquiring Categories
  • Deleting Products and Categories
• Process of Defining SVP Hierarchies
  • Manually Associating Categories with Accounts
  • Manually Associating Subcategories with Accounts
  • Modifying Account-Category Hierarchies
  • Deleting Account-Category Hierarchies
• Performing the Initial Aggregation
• Running Aggregation Processing in Parallel
  • Modifying the CG SVP Action Business Component
  • Performing Parallel Aggregation Processing
• Populating Locks
• Process of Establishing Baseline Basis Quantities
  • Generating Baseline Basis Quantities for Existing Products
  • Generating Baseline Basis Quantities for New Products
  • Precalculating Adjusted Baseline Basis Quantities
• Copying Baseline Information to Other Fields
• Manually Entering SVP Data
• Process of Performing Ongoing SVP Administrative Tasks
  • Creating SVP Periods
  • Importing or Copying SVP Data
  • Resetting Account and Category Levels
  • Performing Periodic Aggregations
  • Allocating Changes Down Multiple Levels of the Account Hierarchy
  • Resetting SVP Hierarchy Levels
  • Resetting SVP Hierarchy Locks
• Viewing SVP Data (End User)
• Skipping SVP Source Data (End User)
• Locking and Modifying SVP Data (End User)
  • Automatically Locking Account-Product Nodes
  • Locking, Modifying, and Allocating Account-Product Nodes
• About SVP Algorithms
• About Category and Account Level Allocation
  • About Allocating Changes Down One Level of Account Hierarchy
  • About the Account Allocation Level Parameter
• About Number Handling and Percentage-Basis Calculations
• About Configuring Sales Volume Planning
• Configuring Sales Volume Planning
  • Modifying the SVP Business Service
  • Configuring SVP Category Aggregation and Mass Change
    • Configuring Baseline Custom Fields for Category Aggregation
    • Using Category Aggregation
    • Making Extra Fields Available for Mass Change

8 Trade Promotions

• Trade Promotions
• About Trade Promotions
• Scenario for Setting Up and Carrying Out Trade Promotions
• Viewing Account Promotion Details
• Roadmap for Managing Trade Promotions
• Process of Managing Corporate Promotions (End User)
  • Creating Corporate Promotions
  • Adding Categories to Corporate Promotions
  • Adding Products to Corporate Promotions
  • Adding Attachments to Corporate Promotions
  • Attaching Literature to Corporate Promotions
  • Creating Account Promotions from Corporate Promotions
  • Viewing Performance Data for Account Promotions in Corporate Promotions
• Creating High-Level Promotions for Account Promotions (End User)
• Process of Managing Plans for Account Promotions (End User)
  • Creating Plans for Account Promotions
  • Creating Default Values for Plans
  • Adding Attachments to Plans
  • Viewing Calendars for Plans
  • Viewing the Audit Trail for Plans
• Process of Managing Account Promotions (End User)
  • Creating Account Promotions
  • Adding Categories to Account Promotions
  • Adding Products to Account Promotions
  • Associating Baseline and Shipment Data with Promoted Products
  • Allocating Field Values in Account Promotions
  • Transferring Incremental Volumes for Account Promotions to SVP
  • Associating Objectives with Account Promotions
  • Adding Attachments to Account Promotions
  • Attaching Literature to Account Promotions
  • Viewing Calendars for Account Promotions
  • Viewing the Audit Trail for Account Promotions
• Process of Simulating High-Level Promotions and Account Promotions (End User)
  • Importing and Copying Lift Factors
  • Simulating the Results for High-Level Promotions for Account Promotions
  • Simulating the Results for Account Promotions
• About What-If Scenarios at the Account Plan Level
• Process of Managing Deals for Account Promotions (End User)
  • Creating Deals for Account Promotions
  • Creating Deals for Promoted Categories
  • Creating Deals for Promoted Products
• Process of Managing Phasing for Account Promotions (End User)
  • Enabling Phasing for Account Promotions
  • Phasing Promoted Categories
  • Recalculating Phasing Results for Categories
  • Phasing Promoted Products
  • Recalculating Phasing Results for Products
  • Finalizing Account Promotions
• About Some Fields for Promotions
  • General Fields in Promotions
  • Fields for Details About Promotional Tactics
  • Fields for Volume and Revenue in Promotions
  • Fields for Spending in Promotions
  • Fields for Details About Deals
• About Phasing Results
  • About Phasing Results for Promoted Categories
  • About Phasing Recalculation Results for Promoted Categories
• About Configuring Trade Promotions
• Configuring Trade Promotions
  • Retaining Account Promotions When Deleting Corporate Promotions
  • Changing the Visibility Filter for Team Members
  • Configuring Available Plans for Account Promotions
  • Changing Dates for Baseline Data Retrieval
  • Configuring the Spread Button
  • Configuring the Forecast Button
  • Configuring the Update Button
• Planning by Using Different Units of Measure

9 Trade Funds

• Trade Funds
• About Trade Funds
• Scenario for Managing Funds for Account Promotions
• Process of Managing Trade Funds
  • Administrator Procedures
  • End-User Procedures
• Creating Funds
  • Creating Fixed Funds
  • Creating Accrual Funds
• Adding Child Funds to Parent Funds
• Adjusting Funds
• Reviewing Deals
• Reviewing Fund Payments
• Transferring Fund Amounts Without Constraint
• Reconciling Deals
• Closing Deals
• Forecasting Accrual Funds (End User)
• Transferring Fund Amounts with Constraint (End User)
• Approving Fund Transfers (End User)
• Submitting Payments for Funds (End User)
• Reviewing Funds (End User)
• About Configuring Trade Funds
  • About Rolling Up Paid Payments
  • About the Consumer Goods Payment Business Service
  • Funds Configuration for Enterprise Integration Manager
  • Specialized Methods Invoked in Funds
  • User Properties for Funds
• Configuring Trade Funds

10 Deductions and Claims

• Deductions and Claims
• About Deductions
  • About Types of Deductions
  • About Generating Deductions
  • About Resolving Deductions
• Scenarios for Managing and Resolving Deductions
  • Scenario for Managing Deductions for Account Promotions
  • Scenario for Managing HQ Deductions
• Process of Managing Account Promotion Deductions
  • Administrator Procedures
  • End-User Procedures
• Creating and Editing Deductions
• Adding Literature to Deductions
• Splitting Deductions
• Creating Credit Memos
• Analyzing Workloads
• Creating Activity Templates
• Reviewing Deductions (End User)
• Viewing Account Deductions (End User)
• Creating Deduction Activities (End User)
• Creating Deduction Activity Plans (End User)
• Associating and Modifying Invoices (End User)
• Creating Deduction Attachments (End User)
• Creating Deduction Notes (End User)
• Reviewing Account Credit Memos (End User)
• Reviewing Deduction Literature (End User)
• Resolving Deductions (End User)
  • Resolving Account Promotion Deductions
  • Voiding and Cancelling Payments
  • Approving or Rejecting Payments
  • Resolving HQ Deductions
  • Analyzing Deductions
• About Status Stage Behavior in Deduction Resolutions
• About Claims
• Process of Managing Claims
• Creating and Editing Claims
• Adding Attachments to Claims
• Resolving Claims
• About Configuring Deductions and Claims

11 Objectives

• Objectives
• About Objectives
• Scenario for Creating and Fulfilling Sales Objectives
• Process of Working with Objectives
  • Administrator Setup Procedures
  • End-User Procedures
  • Administrator and End-User Maintenance Procedures
• Creating Objectives
• Creating Recommended Activities for Objectives
• Targeting Accounts to Objectives
• Creating Child Objectives
• Changing the Dates for Objectives
• Applying Objectives
• Scheduling Store Visits
• Reviewing Objectives (End User)
• Changing the Status of Activities (End User)
• Checking the Status of Objectives (End User)
• About Configuring Objectives

12 Retail Execution

• Retail Execution
• About Retail Execution
• Scenario for Retail Execution
• Roadmap for Performing Retail Execution
• Preparing for Retail Visits (End User)
• Planning Retail Visits (End User)
• Starting Retail Visits (End User)
• Process of Performing Retail Activities (End User)
  • Performing Merchandising Audits
  • Performing Retail Assessments
  • Exchanging Products Between Sales Representatives
  • Performing Retail Audits
  • Reviewing Store Conditions
• Creating Retail Activities (End User)
• Reviewing Account Information (End User)
• Ending Retail Visits (End User)
• About Configuring Retail Execution

13 Routes

• Routes
• About Routes
• Scenarios for Creating and Using Routes
  • Scenario for Creating Routes
  • Scenario for Creating Routes for Sales Representatives
  • Scenario for Creating Routes That Change Frequently
• Process of Creating and Using Routes
• Creating Routes (End User)
• Adding Accounts to Routes (End User)
• Assigning Target Lists to Routes (End User)
• Using Routes to Schedule Visits (End User)
• About Configuring Routes

14 Account Targeting

• Account Targeting
• About Account Targeting
• Scenarios for Account Targeting
  • Scenario for Creating Target Lists for Sales Representatives
  • Scenario for Creating Target Lists
• Process of Account Targeting
  • Administrator Procedures
  • End-User Procedures
• Making Predefined Queries Public
• Deleting Saved Predefined Queries
• Creating Target Lists (End User)
• Saving Target Lists (End User)

15 Inventory and Order Management

• Inventory and Order Management
• About Inventory and Order Management
• Scenario for Managing Inventory and Orders
• Process of Managing Inventory and Orders
• Associating Assets with Inventory Locations (End User)
• Recording Van Information (End User)
• Verifying Van Inventory (End User)
• Reviewing Billings (End User)
• Taking Retail Orders (End User)
• Recording Deposits (End User)