• Share
  • Email
  • Embed
  • Like
  • Save
  • Private Content
Project Fusion Reference Guide V2
 

Project Fusion Reference Guide V2

on

  • 1,707 views

 

Statistics

Views

Total Views
1,707
Views on SlideShare
1,706
Embed Views
1

Actions

Likes
0
Downloads
13
Comments
0

1 Embed 1

http://www.slideshare.net 1

Accessibility

Categories

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

    Project Fusion Reference Guide V2 Project Fusion Reference Guide V2 Presentation Transcript

    • Siebel 7.8 User Reference Guide
    • This page intentionally left blank.
    • Tip: To save Siebel to your favorites, first remove all text after http://mlbsbltrn1vm/sales_enu/start.swe Then access the Internet Explorer menu bar and click Favorites : Add to Favorites . Overview of Siebel What is Siebel? Siebel is a Customer Relationship Management (CRM) system. Siebel is a brand name of Oracle Corporation. How do I Access Siebel? Siebel is a web based application. Prior to accessing it, establish a connection to the Harris network. To Access Siebel:
      • Establish an internet connection and access the Harris network.
      • Open Internet Explorer and enter the link provided in the Address Bar. The Siebel Log in Screen will appear.
      To Log in:
      • Enter your User ID:
      • Enter your Password:
      • Click . Siebel opens in the Internet Explorer window.
      1
    • Overview of Siebel What is the Siebel Browser Check? When you access Siebel, you may be prompted to run the Siebel Browser Check. This will configure your web browser to run the Siebel application. To Run the Siebel Browser Check:
      • From the Siebel Browser Check pop-up window, click the Please do not warn me again about recommended settings check box.
      • Click .
      • Click .
      To Turn off the Internet Explorer Pop-up Blocker: From the Internet Explorer Menu Bar, choose Tools : Pop-up Blocker : Turn Off Pop-up Blocker . Pop-up Blockers and Siebel When working in Siebel, ensure all pop-up blockers are turned off. Pop-up blockers will prevent Siebel pop-up windows from displaying or displaying correctly. To Turn off the Google Pop-up Blocker: From the Google Toolbar, click . The button will change to . To Turn off the Yahoo! Pop-up Blocker: From the Yahoo! Toolbar, click . The button will change to . 2
    • Siebel Terminology Internet Explorer Browser Buttons Internet Explorer Menu Bar Application Level Menu Bar and Toolbar List Applet Form Applet Screen Tabs Thread Bar Link Bar Next & Previous Record Buttons View Tabs Queries Box Show More Button Menu Button Visibility Filter 3
    • 4 This page intentionally left blank.
      • From any Siebel screen, click . The Site Map will appear.
      • Click the User Preferences link to scroll down to the User Preferences section.
      • From the User Preferences section, select Default Queries . The Default Queries view will appear.
      • From the Screens applet, select the screen on which you want to set your default query.
      • From the Screen View applet, select the Visibility Filter for which you want to set your default query.
      • Click in the Default Query field and click . The Default Queries pop-up window will appear.
      • Select the appropriate query. Note: For the Opportunities screen, it is recommended to set the default query to *Actives. This query filters out won and lost opportunities.
      • Click .
      Personalizing Siebel How do I Personalize Siebel to my Preferences? Before using Siebel for the first time, you should set your default query on the Opportunities screen and set your default price list. To Set your Default Queries: 5
      • From the User Preferences screen, click Price List & Sales Methodology on the Link Bar. The Price List & Sales Methodology view will appear.
      • In the Price List field, click . The Pick Price List pop-up window will appear.
      • Select the appropriate Price List.
      • Click .
      Personalizing Siebel To Set your Default Price List:
      • From the User Preferences screen, click Behavior on the Link Bar. The Behavior view will appear.
      • In the Startup View field, click . The Pick Favorite pop-up window will appear.
      • Select the appropriate Screen/View.
      • Click .
      To Change your Default Startup View: 6
    • From the Home Screen, click . The Edit Layout screen appears. Note: Click to Hide All Applets , Show All Applets , Expand All , or Collapse All . Can I Personalize the Home Page? The Siebel Home Page can be personalized to add, remove, and rearrange applets. Personalizing Siebel To Collapse and Hide Applets: Collapse the applet Hide the applet From the Home Screen, click to collapse the applet. -or- Click to hide the applet. To Edit the Layout: Collapse Hide Move Up Move Down Switch back to the Default Layout Save changes and return to the Home Page 7
    • 8 This page intentionally left blank.
    • How do I Exit the Siebel Application? It is a best practice to exit Siebel using File: Log Out from the Application Level Menu Bar. Exiting Siebel To Log Out: From the Application Level Menu Bar, click File : Log Out . 9
    • This page intentionally left blank. 10
    • Keyboard Shortcuts 11 F2 Pop Up Pick List Enter Pick Record in Pick List Ctrl+Shift+K Define Columns Displayed Ctrl+Shift+O Define Sort Order Alt+Q New Query Alt+R Refine Query Enter Execute Query Alt+S Save Query Ctrl+  Next Record Ctrl+  Previous Record Alt+  Next Page of Records Alt+ L Last Record Alt+F First Record General Commands Ctrl+N Add New Record Ctrl+D Delete Record Ctrl+B Copy Record Ctrl+S Save Record Ctrl+U or Esc Undo Ctrl+X Cut Ctrl+C Copy Ctrl+V Paste Delete Clear Ctrl+A Select All Ctrl+Shift+A Go to Site Map Ctrl+Shift+X Exit Application Esc Cancel an Action Ctrl+Shift+R Run a Report Ctrl+Shift+3 Count Records Pick Lists Layout Management Queries Navigation Shortcut Function
    • This page intentionally left blank. 12
    • How do I Search for Information in Siebel? Use the query functionality to search for records in Siebel. You can query by one criteria or multiple, use wildcard characters, and use query operators (AND, OR, etc.) Working with Queries To Run a Query:
      • Click . In the list applet, a blank row appears. In the form applet, the fields blank out.
      • Enter your search criteria and click . -or- Click to cancel the query.
      13
    • To Refine a Query:
      • From the Menu button , click Refine Query .
      • Enter your additional criteria.
      • Click . -or- Click to cancel and return to the previous query.
      Working with Queries To Save a Query:
      • Run the query you want to save.
      • From the Application Level Menu Bar, click Query : Save Query As… The Save Query As… dialog box appears.
      • Enter a Query Name .
      • Click . The Query is saved in the Queries box on that screen.
      14
    • Query Operators 15 performance OR memory finds all records that contain either performance or memory in the query field. Placed between values, returns records for which at least one condition is true. OR performance* AND *memory* finds all records in which the query field starts with performance and also contains memory . *disk* and *crash* finds all records that contain both disk and crash in the query field. Placed between values, returns only records for which all conditions are true. AND Enter IS NOT NULL in the Due Date query field to find all records for which the Due Date field is not blank. Placed in the query field, returns records for which the query field is not blank. IS NOT NULL Enter IS NULL in the Due Date query field to find all records for which the Due Date field is blank. Placed in the query field, returns records for which the query field is blank. IS NULL >=500 finds all records in which the value in the query field is greater than or equal to 500 . Placed before a value, returns records containing a value greater than or equal to the query value. >= <=500 finds all the records in which the value in the query field is less than or equal to 500 . Placed before a value, returns records containing a value less than or equal to the query value. <= <>6/20/01 finds all records in which the value in the query field is not 20 June 2001. <>Paris finds all the records in which the value in the query field is not Paris . Placed before the value, returns records containing a value that is not equal to the query value. <> >5/31/01 finds all records in which the value of the query field is greater than 31 May 2001. Placed before a value, returns records containing a value greater than the query value. > <6/20/01 finds all records in which the value of the query field is less than 20 June 2001. Placed before a value, returns records containing a value less than the query value. < =Smith finds all records for which the value in the query field is Smith . Placed before a value, returns records containing a value equal to the query value. = ?rag finds brag , crag , and drag . t?pe finds type and tape . Wildcard operator. Placed anywhere in a string, returns records containing the characters specified in the string, such that any character may appear at the location of the question mark. ? *rang* finds arrange , arranged , orange , orangutan , range , etc. Notes: You cannot use * to find dates. Wildcard operator. Placed anywhere in a string, returns records containing the string or containing the string plus any additional characters at the position at which the asterisk appears, including a space. * Example Description Operator
    • This page intentionally left blank. 16
    • Double click on the heading of the column you want to freeze. Note: All columns to the left of that column will also be frozen. Note: To unfreeze, double click the column heading again. Click and drag the column heading to rearrange columns in a list. Note: The red line indicates where the column will be placed. To Rearrange Columns in a List: Customizing Lists To Freeze Columns: Click one time on the heading of the column you want to sort. Note: The column will be sorted in ascending order. To sort descending, click one time on the column heading again. Note: Sorting on the full All Accounts, All Contacts, etc. visibility filter may cause the system to crash. Make sure you query before performing a sort. To Sort Columns: 17
    • This page intentionally left blank. 18
    • Click the Account Name hyperlink to “drill down”. The Account Screen, Opportunities view is displayed. Tip: Notice that the form at the bottom the Accounts screen before you drill down, is the same form that is displayed at the top of the Accounts screen after you drill down. To View Account Information: Accounts Screen Opportunities View What Accounts will I See in Siebel?
      • From the list applet, click the Visibility Filter .
      • Select the desired option.
      To Change the Visibility Filter: Working with Accounts By default, you will see all the accounts on which you are part of the team; however, you have access to all BCD accounts. Set the visibility filter to “All Accounts”, “My Accounts”, or “My Team’s Accounts” (managers only) to view the desired list of accounts. 19
    • Account View Tabs Use the Activities view to create requests for help from HTS or other users. Activities: Working with Accounts Use the Attachments view to attach documents or URLs to the account (i.e. Company Directory, RFP, Bid Specification, etc.) Attachments: Use the Bill To/Ship To view to capture billing a shipping addresses for the account. Bill To/Ship To: Use the Contacts view to add key contacts to the account. Contacts: 20
    • Account View Tabs Use the Notes view to add public or private notes regarding the account. Notes: Working with Accounts Use the Opportunities view to track opportunities with the account. Opportunities are used for pipeline reporting. Opportunities: Use the Quotes view to create and tracks quotes for an account. Quotes: Use the SR’s w/ Agreements (Service Requests with Agreements) view to track service requests for this customer. SR’s w/ Agreements: 21
    • Working with Accounts
      • From the Accounts screen, click on either the list applet or the form applet. A new blank row appears above the other records with a blank form at the bottom of the screen.
      • Enter the name of the Account . Note: Required fields are indicated with . Note: If you inadvertently clicked New, press Esc on your keyboard to cancel the record.
      • Activate the Address field and click . The Account Addresses pop-up window appears.
      • Click . A blank row appears.
      • Enter the address information and phone numbers if desired. Note: Only Country and State are required fields. Note: The phone numbers entered here do not appear on the list and form on the account screen.
      To Add a New Account: 22
      • Click .
      • Activate the Industries field and click . The Industries pop-up window appears.
      • Select the appropriate industry from the right side of the window and click .
      • Click . Note: Industries is not a required field but it is needed for account assignment.
      • Enter any other desired information.
      • “ Step off” the record to save. -or- Press Ctrl + s to save. Note: If Data Quality finds a potential duplicate record, the Possible Matching Accounts pop-up window will appear. If you see this window, follow the additional step below.
      • Select the appropriate record and click . -or- Click to ignore the matches and continue saving the new record. Note: If you “pick” a record from the list, Siebel will merge the two records. The existing record “wins” and information from the new record will only be added if that field is blank on the existing record or if it’s a multi-value field. In the case of a multi-value field, the information from the existing record remains as the primary information and the information from the new record gets added as secondary.
      Working with Accounts First: Jon Last: Howard Middle: <empty> Phone: (321) 322-1232 Email: [email_address] Account: CBS First: Jon Last: Howard Middle: Tom Phone: (888) 800-1233 Email: [email_address] Account: NBC First: Jon Last: Howard Middle: Tom Phone: (321) 322-1232 Email: [email_address] Account: CBS NBC Original Record New Record Merged Record 23
      • From the Accounts screen, “drill down” on the account you are adding a contact to by clicking on the Account hyperlink. The Accounts screen, Opportunities view is displayed.
      • Select the Contacts view tab.
      • From the Contacts list applet, click . The Add Contacts pop-up window appears.
      • Select the appropriate contact from the list and click . -or- Click to add a new contact. Note: When adding a new contact, First Name and Last Name are required fields.
      • “ Step off” the record to save. -or- Press Ctrl + s to save. Note: To delete a contact from an account, select the contact on the Contacts view list applet and click . Deleting a contact from the Contacts view does not remove the contact from the database, only from that account.
      Working with Accounts To Add a Contact to an Account: Accounts Screen Opportunities View 24
      • From the Accounts screen, “drill down” on the account you are creating an opportunity for by clicking on the Account hyperlink. The Accounts screen, Opportunities view is displayed.
      • Click . A blank row appears on the Opportunities view. Note: Account, Probability, Sales Stage and Country of Install are filled in automatically but can be changed if needed.
      • Enter an Opportunity Name, Line of Business, Amount and any other desired information. Note: Required fields are indicated with . Note: If the opportunity is for multiple lines of business, enter the line of business that is the largest portion of the opportunity here. You will be able to enter additional lines of business and product groups later.
      • “ Step off” the record or press Ctrl + s on your keyboard to save. -or- “Drill down” on the Opportunity Name hyperlink to continue working on the opportunity. Note: “Drilling down” will take you to the Opportunities screen, Product Breakout view.
      Working with Opportunities To Create a New Opportunity for an Account: Accounts Screen Opportunities View Opportunities Screen Product Breakout View 25
      • From the Opportunities screen, select the opportunity you need to edit. Note: Some edits can be made on the list and form applets on the Opportunities screen.
      • From the Opportunity list applet, “drill down” by clicking the Opportunity Name hyperlink. The Opportunities screen, Product Breakout view appears.
      • Make the desired edits.
      Working with Opportunities To Edit an Existing Opportunity: Opportunities Screen Product Breakout View 26
      • From the Product Breakout form applet, select the Line of Business, select the Product Group, and enter the amount. Note: When quoting multiple lines of business, the first line of business should represent the largest portion of the opportunity. Note: If you select the Product Group first, the Line of Business will auto-populate.
      • “ Step off” the record to save. -or- Press Ctrl + s to save.
      Working with Opportunities To Edit the Product Breakout View:
      • From the Opportunities screen, select the Activities view.
      • Click . A blank row appears on the Activities applet.
      • Enter the Type, Description, and any other desired information. Note: Type and Description are required fields.
      To Add an Activity to an Opportunity: Opportunities Screen Activities View 27
      • From the Opportunities screen, select the Attachments view.
      • Click . The Choose File dialog box appears.
      • Navigate to the file you wish to attach.
      • Click . Note: You can also attach a URL to an opportunity using .
      Working with Opportunities To Add an Attachment to an Opportunity: Opportunities Screen Attachments View
      • From the Opportunities screen, select the Contacts view.
      • Click . The Add Contacts pop-up window appears.
      • Select the desired contact and click . -or- Click to add a new contact. Note: Adding a new contact will add the contact to both the opportunity and the account.
      To Add a Contact to an Opportunity: Opportunities Screen Contacts View 28
      • From the Opportunities screen, select the Notes view.
      • The Notes View defaults to Public Notes. If desired click to add a private note.
      • Click . A blank row appears on the Notes applet.
      • Select the Type and enter the note in the Description field.
      • Click if desired.
      To Add a Note to an Opportunity: Opportunities Screen Notes View Working with Opportunities 29
    • Working with Opportunities 30 You know you have lost and the opportunity is gone 0% 07 Lost Closed/Order in house 100% 06 Closed/Order in House Customer has committed to a date and the PO is in process 90% 05 Contract Negotiation Harris has been selected and has the approved budget 70% 04 Harris Selected Solution has been identified and the budgetary quote provided. Harris BCD has made the short list and the decision criteria and people are known 40% 03 Solution Identified Will buy “something from someone” and have a general sense whether there is a technical fit 10% 02 Prospect Qualified Prospect may or may not know if this is a real project, but needs numbers for budgeting for the next business cycle 5% 01 Budgetary/Preliminary Description Probability Sales Stage
      • From the Opportunities screen, select the Quotes view.
      • Click . A blank row appears on the Quotes applet.
      • Enter a name and any other desired information. Note: If you don’t enter a name, a default name will be assigned when you save the record.
      • “ Step off” or press Ctrl + s on your keyboard to save the record. -or- “Drill down” on the Name hyperlink to continue working on the quote. The Quotes screen, Line Items view appears.
      To Create a New Quote: Opportunities Screen Quotes View Working with Quotes Quotes Screen Line Items View 31
      • From the Quotes screen, select the Catalog view.
      • If needed, click .
      • From the Browse applet, click the desired link. A list of products appears.
      • Click the Add check box next to the product you want to add the the quote and “step off”. -or- Highlight the desired products by pressing the Ctrl key on your keyboard and clicking in the row indicator column. Once you’ve highlighted the products, click to add them to the quote. The products will appear on the Line Items applet.
      To Add Products to a Quote from the Catalog Browse View: Quotes Screen Catalog View Working with Quotes 32
      • From the Quotes screen, select the Catalog view.
      • Click . The Search applet appears.
      • Enter the Product Name or Part Number in appropriate search field. Tip: Use * if you don’t know the full product name or number. (i.e. NX3* will return all parts numbers that start with NX3.)
      • Click . A list of products appears.
      • Click the Add check box next to the product you want to add the the quote and “step off”. -or- Highlight the desired products by pressing the Ctrl key on your keyboard and clicking in the row indicator column. Once you’ve highlighted the products, click to add them to the quote. The products will appear on the Line Items applet.
      To Add Products to a Quote from the Catalog Search View: Quotes Screen Catalog View Working with Quotes 33
      • From the Quotes screen, select the Catalog view.
      • Click . The Quick Add and Favorites applets appear.
      • Enter the Product Name or Part Number in appropriate search field. Click . The product is added to the Line Items applet.
      To Add Products to a Quote using Quick Add: Quotes Screen Catalog View Working with Quotes
      • From the Quotes screen, select the Catalog view.
      • Click . The Quick Add and Favorites applets appear.
      • Scroll down to the Favorites applet.
      • Select the appropriate Favorites list. A list of products in that list appears in the Products applet.
      • Click to add all the products in that list to the quote. -or- Hold the Ctrl key on your keyboard, select the desired items, and click to add selected items from the list to the quote.
      To Add Products to a Quote Using a Favorites List: 34
      • From the Quotes screen, select the Catalog view.
      • Click . The Quick Add and Favorites applets appear.
      • Scroll down to the Favorites applet.
      • Click then choose New Record . A blank row appears on the Favorites applet.
      • Enter a Name, choose Private or Public, and add a description if desired.
      • From the Products applet, click then choose New Record . A blank row appears on the Products applet.
      • Activate the Part # field, if needed, and click . The Pick Product pop-up window appears.
      • Select the desired product and click .
      • Repeat steps 6 through 8 to add any additional products to your Favorites list.
      To Create a Favorites List: Quotes Screen Catalog View Working with Quotes 35
      • From the Quotes screen, select the Line Items view.
      • From the Line Items applet, click . A blank row appears.
      • Activate the Part # field and click . The Pick Product pop-up window appears.
      • Select the desired product and click .
      To Add Products to the Line Items View: Working with Quotes Line Items View Quotes Screen 36
      • From the Quotes screen, select the Line Items view.
      • Scroll down to the Solution Sets applet.
      • Click . A blank row appears.
      • Enter a Name and Type. Add a Discount Percent if desired. Note: The Type simply determines the order in which the solution sets will appear on the proposal. You can include service items in a Sales solution set if desired.
      To Create Solution Sets: Working with Quotes Line Items View Quotes Screen
      • From the Quotes screen, select the Line Items view.
      • On the Line Items applets, click in the Solution Set field and select the desired Solution Set. Tip: To quickly add multiple items to one solution set, use the Ctrl key on your keyboard to select the items. Then from the Application Level Menu Bar choose Edit : Change Records . Select Solution Set from the Field pick list and enter the appropriate Solution Set name in the Value field.
      To Assign Items to Solution Sets: 37
    • Why do I Need to Update the Opportunity? Updating the Opportunity adds the products from your quote to the All Opportunity Products (Read Only) view tab and updates the Quoted Total on the Opportunity. This information is used for pipeline reporting and by product line management.
      • From the Quotes screen, “drill down” into the quote. The Quotes screen, Line Items view appears.
      • On the Form applet at the top of the screen, click . An informational message will appear.
      • Click to replace the list of products in the All Opportunity Products (Read Only) view with the
      • products in this quote. -or- Click to append (add) the products in this quote to the existing list of products in the All Opportunity Products (Read Only) view. Note: The Update Opportunity button also updates the Quote Total field on the Opportunity.
      To Update the Opportunity: Working with Quotes Line Items View Quotes Screen 38
      • From the Quotes screen, “drill down” into the quote. The Quotes screen, Line Items view appears.
      • Select the Proposals view.
      • Click . A blank row appears. Note: A default name is given to the proposal, but the name can be edited if desired.
      • Activate the Template field and select the desired template from the pick list.
      • Click . The Status field will display “In Queue”.
      • Click to see the updated status. Once the status changes to “Completed”, the Draft Name field will be populated with a hyperlink.
      • Click the Draft Name hyperlink. The File Download window will appear.
      • Click to view the proposal.
      To Generate a Proposal: Working with Proposals Line Items View Quotes Screen 39
    • Can I Change What is Included in the Proposal? The Edit Layout button enables the user to select which components are included on the proposal. Edit the Layout prior to Generating the Draft.
      • Access the Quotes screen, Proposals view.
      • If needed, create a new proposal and select a template.
      • Click . The Template Layout pop-up window appears.
      • Make the desired edits and click .
      To Edit the Layout of a Proposal: Working with Proposals Proposals View Quotes Screen Add Remove Move Up or Down 40
    • Can I Look up Product Information without Creating a Quote? The Products and Info Center screens enable users to look up product information without creating a quote. Use the Products screen to query for items in a list format. Use Info Center to view items by category.
      • Access the Products screen.
      • Click .
      • Enter the desired search criteria on either the list applet or the form applet. Tip: Use * if you don’t know the full product name or number. (i.e. NX3* will return all parts numbers that start with NX3.)
      • Click .
      To Query for Products on the Products Screen: Working with Products & Info Center Products Screen
      • Access the Info Center screen.
      • Click on the desired category hyperlink to “drill down” to the product information. The Products view displays.
      • On the SubCategories applet, select the desired sub-category. The Products applet will update to display the products for that category.
      To View Products by Category Using Info Center: Info Center Screen 41
    • This page intentionally left blank. 42
    • Where can I View a List of My Activities and Activities I Assigned to Someone Else? The Activities screen enables users to view a list off all BCD activities, activities assigned to me, activities I assigned, and activities that belong to my team.
      • Access the Activities screen.
      • Click .
      • Choose the desired Visibility Filter.
      To View Activities Using the Visibility Filter: Working with Activities Activities Screen 43
    • This page intentionally left blank. 44
    • Can I Export a Siebel List to Excel? Any list applet can be exported to Microsoft Excel using the Export function.
      • Access the list applet you want to export.
      • Click , then choose Export . The Export window appears.
      • Leave the default settings and click . The File Download window appears.
      • Click . The file opens as a .csv file in Microsoft Excel.
      To View Activities Using the Visibility Filter: Exporting to Excel 45
    • This page intentionally left blank. 46
    • Where do I go for Help? Help is available from within the Siebel application through both the Help menu and iHelp.
      • Access the screen where you need help.
      • Click . The help window will appear.
      To Use iHelp: Getting Help 47
      • From the Application Level menu bar, choose Help : Contents . The Online Help window appears.
      • Choose Contents or Index to search for help.
      To Use the Help Menu:
    • This page intentionally left blank. 48