Oracle相關(guān)文檔-Siebel詳細(xì)說明書-ConSecSIA

July2016Copyright?2005,2016Oracleand/oritsaffiliates.Allrightsreserved.ectualpropertylawsExceptasexpresslypermittedinwedbylawyoumaynotusecopyreproducetranslatebroadcastforperabilityisprohibitedTheinformationcontainedhereinissubjecttochangewithoutnoticeandisnotwarrantedtobeerrorfree.Ifyoufindanyerrors,pleasereportthemtousinwriting.heUSGovernmentthefollowingnoticeisapplicablersoftwarepursuanttotheapplicableFederalAcquisitionRegulationandcyspecificsupplementalregulationsAssuchuseduplicationdisclosuremodificationandhardwareandordocumentationshallbesubjecttolicensetermsandlicenserestrictionsapplicabletotheprogramsNootherrightsaregrantedtotheU.S.Government.reorhardwareisdevelopedforgeneraluseinavarietyofinformationmanagementnherentlydangerousapplicationsincludinglberesponsibletotakeallappropriatefailsafebackupredundancyandditsaffiliatesdisclaimanyliabilityforanydamagescausedbyuseofthissoftwareorhardwareindangerousapplications.egisteredtrademarksofOracleandoritsaffiliatesOthernamesmaybetrademarksoftheirrespectiveowners.ionalIncAMDMicroDevices.UNIXisaregisteredtrademarkofTheOpenGroup.ThissoftwareorhardwareanddocumentationmayprovideaccesstoorinformationoncontentrtycontentproductsandservicesntbetweenyouandOracleOracleCorporationandandOracle.bility/pls/topic/lookup?ctx=acc&id=docacc.sstoOracleSupportOraclecustomersthathavepurchasedsupporthaveaccesstoelectronicsupportthroughMyOracleSupport.Forinformation,visit/pls/topic/lookup?ctx=acc&id=infoorvisit/pls/topic/lookup?ctx=acc&id=trsifyouarehearingimpaired.ContentsChapter1:What’sNewinThisReleaseChapter2:ConsumerGoodsOverviewAboutSiebelConsumerGoods15BusinessSolutionsforSiebelBusinessApplications15BusinessFunctionsofScreens19AbouttheHomeScreen22Chapter3:GettingStartedOtherGuidesforAdministrativeSetupTasks25SiebelConsumerGoodsAdministrativeSetupTasks25SelectedSetupProcedures27CreatingPeriods28CreatingValuesforthePeriodTypeListofValues28SettingUpSiebelWorkflowProcessesforConsumerGoods29Chapter4:ManagingAccountsAboutAccounts33ScenarioforSettingUpandMaintainingAccounts34ViewingAccountPlanStatus35ProcessofManagingAccounts37CreatingorModifyingAccounts38ChangingthePricesofIndividualLineItems40UpdatingProductPriceandCost40DeletingAccounts41SettingUpAccountHierarchies41ProfilingAccounts42CreatingAddressesforAccounts43RemovingYourselffromAccountTeams(EndUser)43SiebelConsumerGoodsGuideSiebelInnovationPack20163Contents■AssociatingActivitieswithAccounts(EndUser)44AssociatingContactswithAccounts(EndUser)45AddingMerchandisingLocationstoAccounts(EndUser)45Chapter5:ProductsAboutCatalogandProductAdministrationforConsumerGoods47AboutCatalog-CategoryHierarchies47ScenarioforSettingUpandManagingProducts48ProcessofManagingProducts49DefiningProducts50AssociatingMultipleAccountswithProducts52DefiningProductLines52UsingtheProductExplorer(EndUser)53Chapter6:ProductDistributionAboutControllingProductDistribution55ScenarioforManagingProductDistribution57AboutCreatingandModifyingDistributionLists58ProcessofManagingProductDistribution60CreatingDistributionCodes60CreatingDistributionLists61AmendingDistributionLists63CopyingDistributionLists64DeletingProductsfromDistributionLists65SettingUpAccountChannelValues65AssigningProductCategoriestoAccountCatalogs66ViewingandModifyingDistributionListProducts(EndUser)66ViewingandModifyingDistributionListCategories(EndUser)68ReviewingAccountCatalogs(EndUser)69CreatingBuyingGroups(EndUser)70AssociatingSourcesofSupplywithAccounts(EndUser)71AssociatingSourcesofSupplywithProducts(EndUser)724SiebelConsumerGoodsGuideSiebelInnovationPack2016Contents■AssociatingAccountProductswithMerchandisingLocations(EndUser)73AboutConfiguringProductDistribution73SpecializedMethodsInvokedinProductDistribution74ApplyButtonforanAuthorizedDistributionList75Chapter7:SalesVolumePlanningAboutSalesVolumePlanning77AbouttheSVPAggregateAction80ScenarioforUsingSalesVolumePlanning81RoadmapforSalesVolumePlanning81ProcessofSettingUpCategory-ProductHierarchies82SettingUpAccountHierarchies82CreatingCategory-ProductHierarchies82AssociatingProductswithCategories84AcquiringCategories84DeletingProductsandCategories85ProcessofDefiningSVPHierarchies85ManuallyAssociatingCategorieswithAccounts86ManuallyAssociatingSubcategorieswithAccounts86ModifyingAccount-CategoryHierarchies87DeletingAccount-CategoryHierarchies87PerformingtheInitialAggregation88RunningAggregationProcessinginParallel89PopulatingLocks91ProcessofEstablishingBaselineBasisQuantities91GeneratingBaselineBasisQuantitiesforExistingProducts92GeneratingBaselineBasisQuantitiesforNewProducts93PrecalculatingAdjustedBaselineBasisQuantities94CopyingBaselineInformationtoOtherFields95ManuallyEnteringSVPData97ProcessofPerformingOngoingSVPAdministrativeTasks97CreatingSVPPeriods98ImportingorCopyingSVPData98ResettingAccountandCategoryLevels98PerformingPeriodicAggregations99AllocatingChangesDownMultipleLevelsoftheAccountHierarchy99ResettingSVPHierarchyLevels100SiebelConsumerGoodsGuideSiebelInnovationPack20165Contents■ResettingSVPHierarchyLocks100ViewingSVPData(EndUser)100SkippingSVPSourceData(EndUser)101LockingandModifyingSVPData(EndUser)102AboutSVPAlgorithms104AboutCategoryandAccountLevelAllocation105AboutNumberHandlingandPercentage-BasisCalculations106AboutConfiguringSalesVolumePlanning106ConfiguringSalesVolumePlanning108ModifyingtheSVPBusinessService109ConfiguringSVPCategoryAggregationandMassChange109Chapter8:TradePromotionsAboutTradePromotions113ScenarioforSettingUpandCarryingOutTradePromotions114ViewingAccountPromotionDetails115RoadmapforManagingTradePromotions115ProcessofManagingCorporatePromotions(EndUser)116CreatingCorporatePromotions116AddingCategoriestoCorporatePromotions121AddingProductstoCorporatePromotions123AddingAttachmentstoCorporatePromotions125AttachingLiteraturetoCorporatePromotions126CreatingAccountPromotionsfromCorporatePromotions126ViewingPerformanceDataforAccountPromotionsinCorporatePromotions127CreatingHigh-LevelPromotionsforAccountPromotions(EndUser)128ProcessofManagingPlansforAccountPromotions(EndUser)129CreatingPlansforAccountPromotions129CreatingDefaultValuesforPlans133AddingAttachmentstoPlans134ViewingCalendarsforPlans135ViewingtheAuditTrailforPlans135ProcessofManagingAccountPromotions(EndUser)135CreatingAccountPromotions136AddingCategoriestoAccountPromotions140AddingProductstoAccountPromotions1426SiebelConsumerGoodsGuideSiebelInnovationPack20166Contents■AssociatingBaselineandShipmentDatawithPromotedProducts143AllocatingFieldValuesinAccountPromotions148TransferringIncrementalVolumesforAccountPromotionstoSVP149AssociatingObjectiveswithAccountPromotions150AddingAttachmentstoAccountPromotions150AttachingLiteraturetoAccountPromotions151ViewingCalendarsforAccountPromotions151ViewingtheAuditTrailforAccountPromotions152ProcessofSimulatingHigh-LevelPromotionsandAccountPromotions(EndUser)ImportingandCopyingLiftFactors153SimulatingtheResultsforHigh-LevelPromotionsforAccountPromotions154SimulatingtheResultsforAccountPromotions155AboutWhat-IfScenariosattheAccountPlanLevel158ProcessofManagingDealsforAccountPromotions(EndUser)159CreatingDealsforAccountPromotions159CreatingDealsforPromotedCategories160CreatingDealsforPromotedProducts160ProcessofManagingPhasingforAccountPromotions(EndUser)161EnablingPhasingforAccountPromotions161PhasingPromotedCategories163RecalculatingPhasingResultsforCategories164PhasingPromotedProducts165RecalculatingPhasingResultsforProducts166FinalizingAccountPromotions166AboutSomeFieldsforPromotions167GeneralFieldsinPromotions167FieldsforDetailsAboutPromotionalTactics169FieldsforVolumeandRevenueinPromotions170FieldsforSpendinginPromotions174FieldsforDetailsAboutDeals177AboutPhasingResults180AboutConfiguringTradePromotions182ConfiguringTradePromotions188RetainingAccountPromotionsWhenDeletingCorporatePromotions189ChangingtheVisibilityFilterforTeamMembers189ConfiguringAvailablePlansforAccountPromotions190ChangingDatesforBaselineDataRetrieval191ConfiguringtheSpreadButton1917SiebelConsumerGoodsGuideSiebelInnovationPack20167Contents■ConfiguringtheForecastButton193ConfiguringtheUpdateButton194PlanningbyUsingDifferentUnitsofMeasure194Chapter9:TradeFundsAboutTradeFunds197ScenarioforManagingFundsforAccountPromotions198ProcessofManagingTradeFunds198CreatingFunds199CreatingFixedFunds199CreatingAccrualFunds201AddingChildFundstoParentFunds206AdjustingFunds207ReviewingDeals207ReviewingFundPayments209TransferringFundAmountsWithoutConstraint209ReconcilingDeals210ClosingDeals210ForecastingAccrualFunds(EndUser)210TransferringFundAmountswithConstraint(EndUser)212ApprovingFundTransfers(EndUser)212SubmittingPaymentsforFunds(EndUser)213ReviewingFunds(EndUser)214AboutConfiguringTradeFunds215AboutRollingUpPaidPayments215AbouttheConsumerGoodsPaymentBusinessService216FundsConfigurationforEnterpriseIntegrationManager218SpecializedMethodsInvokedinFunds218UserPropertiesforFunds219ConfiguringTradeFunds219Chapter10:DeductionsandClaimsAboutDeductions224ScenariosforManagingandResolvingDeductions224ScenarioforManagingDeductionsforAccountPromotions2258SiebelConsumerGoodsGuideSiebelInnovationPack2016Contents■ScenarioforManagingHQDeductions225ProcessofManagingAccountPromotionDeductions226CreatingandEditingDeductions227AddingLiteraturetoDeductions228SplittingDeductions229CreatingCreditMemos229AnalyzingWorkloads230CreatingActivityTemplates231ReviewingDeductions(EndUser)231ViewingAccountDeductions(EndUser)232CreatingDeductionActivities(EndUser)232CreatingDeductionActivityPlans(EndUser)233AssociatingandModifyingInvoices(EndUser)233CreatingDeductionAttachments(EndUser)233CreatingDeductionNotes(EndUser)234ReviewingAccountCreditMemos(EndUser)234ReviewingDeductionLiterature(EndUser)235ResolvingDeductions(EndUser)235AboutStatusStageBehaviorinDeductionResolutions239AboutClaims242ProcessofManagingClaims242CreatingandEditingClaims242AddingAttachmentstoClaims242ResolvingClaims243AboutConfiguringDeductionsandClaims243Chapter11:ObjectivesAboutObjectives245ScenarioforCreatingandFulfillingSalesObjectives246ProcessofWorkingwithObjectives246CreatingObjectives247CreatingRecommendedActivitiesforObjectives248SiebelConsumerGoodsGuideSiebelInnovationPack20169Contents■TargetingAccountstoObjectives250CreatingChildObjectives251ChangingtheDatesforObjectives251ApplyingObjectives251SchedulingStoreVisits252ReviewingObjectives(EndUser)252ChangingtheStatusofActivities(EndUser)253CheckingtheStatusofObjectives(EndUser)253AboutConfiguringObjectives254Chapter12:RetailExecutionAboutRetailExecution257ScenarioforRetailExecution258RoadmapforPerformingRetailExecution258PreparingforRetailVisits(EndUser)259PlanningRetailVisits(EndUser)259StartingRetailVisits(EndUser)261ProcessofPerformingRetailActivities(EndUser)261PerformingMerchandisingAudits261PerformingRetailAssessments262ExchangingProductsBetweenSalesRepresentatives263PerformingRetailAudits264ReviewingStoreConditions265CreatingRetailActivities(EndUser)265ReviewingAccountInformation(EndUser)266EndingRetailVisits(EndUser)267AboutConfiguringRetailExecution268Chapter13:RoutesAboutRoutes269ScenariosforCreatingandUsingRoutes269ScenarioforCreatingRoutes270ScenarioforCreatingRoutesforSalesRepresentatives270ScenarioforCreatingRoutesThatChangeFrequently27110SiebelConsumerGoodsGuideSiebelInnovationPack10Contents■ProcessofCreatingandUsingRoutes271CreatingRoutes(EndUser)271AddingAccountstoRoutes(EndUser)272AssigningTargetListstoRoutes(EndUser)274UsingRoutestoScheduleVisits(EndUser)275AboutConfiguringRoutes276Chapter14:AccountTargetingAboutAccountTargeting277ScenariosforAccountTargeting278ScenarioforCreatingTargetListsforSalesRepresentatives278ScenarioforCreatingTargetLists279ProcessofAccountTargeting280MakingPredefinedQueriesPublic280DeletingSavedPredefinedQueries281CreatingTargetLists(EndUser)281SavingTargetLists(EndUser)284Chapter15:InventoryandOrderManagementAboutInventoryandOrderManagement285ScenarioforManagingInventoryandOrders286ProcessofManagingInventoryandOrders287AssociatingAssetswithInventoryLocations(EndUser)287RecordingVanInformation(EndUser)288VerifyingVanInventory(EndUser)288ReviewingBillings(EndUser)289TakingRetailOrders(EndUser)290RecordingDeposits(EndUser)291Index11SiebelConsumerGoodsGuideSiebelInnovationPack11Contents■12SiebelConsumerGoodsGuideSiebelInnovationPack121What’sNewinThisReleaseWhat’sNewinSiebelConsumerGoodsGuide,SiebelInnovationPack2016,Rev.ATable1liststhechangesinthisrevisionofthedocumentationtosupportthisreleaseofthesoftware.NOTE:SiebelInnovationPack2016,Rev.AisacontinuationoftheSiebel8.1/8.2release.Table1.NewProductFeaturesinSiebelConsumerGoodsGuide,SiebelInnovationPack2016,Rev.ATopiTopic“AbouttheConsumeressceonpageDescriptionModifiedtopic.UpdatedthetopicanditsheadingtoreflectthechangestotheprocessofexecutingtheCGPaymentbusinessWhat’sNewinSiebelConsumerGoodsGuide,SiebelInnovationPack2016Nonewfeatureshavebeenaddedtothisguideforthisrelease.Thisguidehasbeenupdatedtoreflectonlyproductnamechanges.NOTE:SiebelInnovationPack2016isacontinuationoftheSiebel8.1/8.2release.13SiebelConsumerGoodsGuideSiebelInnovationPack13What’sNewinThisRelease■14SiebelConsumerGoodsGuideSiebelInnovationPack142ConsumerGoodsOverviewThischapterprovidesabriefoverviewoftheConsumerGoodsapplication.Topicsinclude:■AboutSiebelConsumerGoodsonpage15■BusinessSolutionsforSiebelBusinessApplicationsonpage15■BusinessFunctionsofScreensonpage19■AbouttheHomeScreenonpage22AboutSiebelConsumerGoodsOracle’sSiebelConsumerGoodsisamultichannelapplicationdesignedfortheconsumergoodsindustry.Theseproductshelpconsumergoodsmanufacturersmanagerelationshipsacrosstheentiredemandchain.Marketing,sales,andcustomerserviceapplicationsarefullyintegratedandaredesignedtomanagethevariouscomplexinteractionsandrelationshipsbetweenbrandowners,theirpartners(includingbrokersanddistributors),theircustomers,andtheendconsumer.SiebelConsumerGoodsprovidescustomer,partner,andemployeerelationshipmanagementsolutionsforcompaniesinthefollowingindustrysegments:■Food,beverage,andtobacco■Over-the-counter(OTC)drugsandhealth-and-beautyaids(HBA)■Householdgoods■Consumermedia■AppliancesandelectronicsBusinessSolutionsforSiebelBusinessApplicationsYoucanpurchasemanySiebelBusinessApplicationsmodulestousewithSiebelConsumerGoods.YoucanalsopurchasemodulesspecifictoSiebelConsumerGoodstoprovideenhancedfunctionalityforvariousbusinessprocesses.ForinformationaboutthemodulesthatyoucanusewiththeSiebelConsumerGoodsapplication,contactyourOraclesalesrepresentativeorlocalOracleSalesOffice.15SiebelConsumerGoodsGuideSiebelInnovationPack15ConsumerGoodsOverview■BusinessSolutionsforSiebelBusinessApplicationsTable2describeshowtheSiebelBusinessApplicationscanprovidesolutionsforbusinessissues.Thesesolutionsincludeoptionalfeaturesandmodules.Table2.SiebelBusinessApplicationsforKeyBusinessIssuesBusinessIssueAccountmanagementSiebelBusinessApplicationsSolutions■Managementofaccountsthroughmultilevelaccounthierarchiesbasedoncomplexaccountrelationships■ManagementofaccountandcustomerinformationthroughprofilesAgreementmanagement■■■■AutomatedproductionofagreementsfromacceptedquotesCoordinationofpricinginformationAssignmentofstandardterms,conditions,andfeaturesTrackingtomakesurethatagreementsandserviceentitlementsarefulfilledAnalytics■■■■EncapsulationofbestpracticesacrossSiebelBusinessApplicationsSelf-serviceaccesstointelligenceacrossbusinessapplicationsProactiveintelligencefortradefunds,tradepromotionevaluation,salesperformance,andretailexecutionUseofexistingenterprisedatasourcesAudittrail■■■CreationofahistoryofallthechangesthatweremadetovariouskindsofinformationRecordofwhoa