Effective Dating for Field Values

You can change the values in effective dating fields in any view that contains the fields for an effective dating business component. The preconfigured Siebel Public Sector application includes effective dating business components for income, expenses, financial assets, contacts, and households. Some views that can contain effective dating fields follow:

• The following views of the Contacts screen:

  • Contacts List

  • Contact Administration

  • More Info

  • Income

  • Expenses

  • Financial Assets

• Contacts views of various screens

• The following views of the Households screen:

  • More Info

  • Contacts

• Households views of various screens

After you create a record that contains effective dating fields, an effective date button appears in an effective dating field when you click the field. You can click this button to see the history of values for the field.

When you click the effective date button, the Effective Date dialog box appears. You can enter changes to a field value in this dialog box. For example, in the Income view of the Contacts screen, you can use this dialog box to indicate that the Amount field for an income record is different for a past date range by creating a new entry in this dialog box with the appropriate value for the Field Value field and the appropriate dates in the Effective Start Date and Effective End Date fields.