Siebel HOW TO: How to create Products?

最新推荐文章于 2025-06-16 08:25:51 发布

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最新推荐文章于 2025-06-16 08:25:51 发布

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本文提供了一个创建简单产品的详细指南，包括输入产品信息、关联价格列表、设置用户访问权限和发布产品的关键步骤。

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**Note:

This article is a copy of Siebel Expert Serviceswhich post by Ashish Kumar.

Thisarticle cover the essential tasks that you must perform to create a simple product and make it visible to users.I was trying to preapare a hand note on basic steps involved in simple product creation.Lets see how much it help you.

Creating a Product Record

You enter products into the Siebel system by creating product records. The product record contains the product name and important information about the product, such as its product line name or part number.

Once a product record is created, it cannot be deleted. To prevent a product record from being displayed in pick lists and dialog boxes, edit the product record to deselect the Orderable, Sales Product, and Service Product check boxes. You can also control display of the product by setting Effective Start and Effective End dates.

You add a new product record by clicking the new button. This creates the new product without releasing it, and locks the workspace.

To create a product record

Navigate to the Administration – Product screen, then the Products view.
In the Products list, add a new record and complete the necessary fields.

Associating a Product with Price Lists

Products are not visible to customers unless they are associated with price lists that are assigned to the customers.

To associate a product with a price list

Navigate to the Administration – Product screen, then the Products view.
In the Products list, select the desired product.
Click the Pricing view tab.
In the Price Lists list, add a new record and select the desired price list.
Complete the remaining fields as needed.

Setting Up User Access To a Product

You must set up user access to allow the user to select a product for a quote or to see the product in a catalog.

The catalog administrator creates product catalogs, which contain product categories. The catalog administrator sets up access controls by assigning access groups to the catalog and to the categories.

The product administrator assigns products to catalogs and categories. You can assign a product to more than one category, and thus more than one catalog.

Until you assign a product to at least one category, the product does not display in the following places:

On eSales Web pages. When customers buy your products through the Web, they cannot see the product.
While browsing catalogs. When salespeople click the Browse Catalog button to view products in catalogs, they cannot see the product.

NOTE: For products with components, you must give users access to the product with components and all its components. To accomplish this, first assign the product with components and its components to the same product category or to categories that have the same access groups. Then assign users who will configure the product to these access groups. If the users in the access groups differ across components, these users will not be able to configure the product with components correctly.

The recommended method for assigning users to access groups is to assign the users to organizations and then assign the organizations to the access groups.

To set up user access

Navigate to the Administration – Product screen, then the Products view.
In the Products list, select the desired product.
Click the Category view tab.
Add a new record to the Category list.

A dialog box appears that lists all the currently defined categories.

Select a category from the dialog box.
Add all the categories needed to give users visibility to this product.

Releasing a Simple Product

Though simple products do not have a Versions list, they are versioned objects. A new version was created when you created the product, and you must release this version to make the product visible to users.

To release a simple product