Process of Setting Up a Design Program
To set up a design program, perform the following tasks:
Configuring Design Opportunity Status
You can configure the statuses associated with a design opportunity, and you can modify them to suit specific business requirements. You can rename the status values and their associated win probabilities. You can also specify whether a specific design opportunity status is treated as being open, won, or lost. This feature is important, because the values that you specify influence the approval process, revenue figures, and so on.
Design opportunities use the status values associated with only two sales methods: design opportunity sales method and design opportunity won sales method. Therefore, limit your configuration changes to these two sales methods only.
To configure a design opportunity status
Navigate to the Administration - Data screen, then the Sales Methods view.
Query for the Sales Method of either Design Opportunity or Design Opportunity Won, and make changes as appropriate.
Defining Design Opportunity Approvers
Define a list of users who must approve a design opportunity before the status changes to win.
To define a design opportunity approver
Navigate to the Administration - Application screen, then the Approval Admin view.
Query for the Approval Item of Design Opportunity Approval.
In the Approval Stage list, add records and specify users or positions who must give their approval for a design opportunity to be considered a win.
You can also specify whether the approval process is sequential or parallel. In the sequential process, all listed users must approve. In the parallel process only one user must approve. For more information on the approval administration process, see Siebel Applications Administration Guide.
Defining Design Registration Approvers
Define users or positions that must approve a design registration.
To define a design registration approver
Navigate to the Administration - Application screen, then the Approval Admin view.
Query for the Approval Item of Design Registration Approval.
In the Approval Stage list, add records and specify users or positions who must give their approval for a design registration to be considered a win.