Posted by: ndandala | May 22, 2009

Sample Proposal in Siebel


A proposal can have many sections and every section can have many components. A section can also have subsections. Every subsection can in turn is similar to a section. Here we create the proposal with one section and one component for that section. 

Step I : Create the necessary word documents.

 One needs to create documents in MS-Word for proposals. Broadly categorized in to two logical types first one to represent the template and others to represent components inside the proposal’s sections.

 Create the Template Document:

     Template documents stores the common layout of all the pages of a proposal such as header, footer and margins. Below are the steps for creating template documents.

 Open a new MS-Word document.

  1. Choose View à Header and Footer.
  2. In the resulting ‘Header’ dash box enter the text ‘Savvysys’.
  3. Choose ‘Footer’ dash box by pressing down arrow.
  4. Enter the text ‘Savvysys’.
  5. Click ‘Close’ in the ‘Header and Footer’ tool bar.
  6. Save the file as ‘Sample Template.doc’ and remember the path where you save the file.
  7. Close the file ‘Sample Template.doc’.

 Create the component Document:

 Open a new MS-Word document.

  1. Type the text ‘Executive summary of Savvysys for .’
  2. Place the cursor after ‘for ’.
  3. Choose Insert à Field.
  4. Do the below things in the resulting pop up window:
    1. Highlight ‘Links and References’ from the ‘categories’ box.
    2. Retaining previous highlighted choice, Highlight ‘Ref’ from the ‘Field Names’ box.
    3. Now go to the ‘Field Code’ text box of the same popup window and enter the text ‘Company’ (name of the bookmark) besides the already existing text ‘REF’.
    4. Check ‘Preserve Formatting during update’ option.
    5. Click OK.
  5. You must get the message ‘Error! Reference source not found.’.
  6. Save the document as ‘Sample Component.doc’ and remember the path where you save the file.
  7. Close the file ‘Sample Component.doc’.

 Step II: Create the Document template in siebel.

 Login to the siebel sales as sadmin if you don’t have that opened already.

  1. Choose Screens à Marketing Administration à Documents à Document templates.
  2. You will get ‘Document Template Administration’ View.
  3. Create a new record in ‘Templates’ Applet of the resulting view.
  4. In the resulting ‘Select File’ dialog box choose the file ‘Sample Template’ that you previously created by browsing thro the appropriate path.
  5. Fill the following properties with the values given besides:
    1. Name         : Sample Template
    2. Category   : Account Proposal
  6. Save the record by skipping off to another record.

 Step III: Create the sections.

 Choose the ‘Document Templates’ tree applet in the same view.

  1. Double click on the sub folder named ‘Sample Template’ (The one you created Previously.)
  2. Click on the ‘Sections’ subfolder of  ‘Sample Template’ Folder.
  3. Choose the ‘Sections’ applet (that appears on the right side of the view) and create a new record.
  4. Fill the following properties with the values given besides:
    1. Name                     : Sample Section
    2. Sequence               : 1
    3. Section type          : File

 Step IV: Create the Component.

 Choose the ‘Document Templates’ tree applet at the left side of the view.

  1. Double click on the ‘Sample section’ subfolders. (Folder hierarchy: Templates à Sample Template à Sections à Sample Section)
  2. Click on the resulting ‘Components’ subfolder.
  3. Create a new record on the resulting ‘Components’ list applet at the right.
  4. In the popping up ‘Add Sales Tools’ dynamic pick list click the new button.
  5. Fill the following properties with the values given besides:
    1. Name                     : Sample Executive Summary
    2. Sequence               : 1
    3. File Name              : Sample Component (Click on the ellipsis button                                          and choose the file by browsing thro appropriate                                            path.)  

Step V: Mapping siebel field with MS-word bookmarks.

 Choose Screens à Marketing Administration à Documents à Document Field Mappings.

  1. In ‘Business Objects’ list applet of resulting view create a new record.
  2. Fill the following properties with the values given besides:
    1. Name                     : Sample Mapping
    2. Business Object    : Account
  3. Skip off the record to save it.
  4. In the ‘Mappings’ tree applet in the left side of the same view double click in the ‘Sample Mapping’ entry.
  5. Click in the resulting ‘Business Components’ sub folder.
  6. In the ‘Business Components’ list applet on the right side create a new record.
  7. Fill the following properties with the values given besides:
    1. Business Component        : Account
  8. Click on the ‘Map Fields’ button on the top right corner.

10.  Choose ‘Sample Template’ in the ‘Template document’ text box.

11.  Click in the ‘Retrieve’ button. (Wait for some time till you see the text ‘Company’ appearing in the ‘Document bookmarks’ text space.)

12.  Minimize the word documents that appear.

13.  Choose ‘Account’ in the ‘Business Component’ Text box.

14.  Wait till you get the list of fields in the ‘Business component fields’ text space.

15.  Choose ‘Company’ from ‘Document bookmarks’ text space.

16.  Retaining the previous selection select ‘Name’ from ‘Business component fields’ text space.

17.  Click on the ‘Map’ button having previous selections highlighted.

18.  After seeing the corresponding entry in the horizontal text space below click the ‘Close’ button.

 

Step VI: Verifying the field mappings.

 

  1. In the ‘Mappings’ tree applet double click on the ‘Business Components’ sub folder od ‘Sample Mapping’ folder.
  2. Double click on the ‘Account’ Entry. ( Entry Hierarchy: Business Objects à Sample Mapping à Business Components à Account.)
  3. Click on the resulting ‘Business Component Fields’ Subfolder.
  4. Verify the below properties and values besides.
    1. Bookmark                         : Company
    2. Business Component Field: Name

 

Note: You can also create the ‘Business Components Field’ directly without using the wizard. For this example direct method will be easy as we have only one bookmark and we map it with only one BC field. Rather we used wizard method because for most of the proposals we will be having many bookmarks. We need to map them to many siebel fields and so there the usage of wizards will make the job easy.

 

Step VII: Linking Map with the Proposal Template.

 

  1. Choose ‘Document Templates’ from the view bar.
  2. Choose the record with name field being ‘Sample Template’.
  3. In the ‘Mapping Name’ field of the chosen record type the text ‘Sample Mapping’.
  4. Skip off the record to save it.

 

Step VIII: Generating Proposal Draft.

 

  1. Choose ‘Accounts’ from the tab bar.
  2. Select the account from the ‘Accounts’ list applet for which you want to create a proposal.
  3. Choose ‘Proposals’ from the view bar.
  4. Insert a new record in the ‘Proposals’ list applet.
  5. Fill the following properties with the value given besides:
    1. Name                                 : Sample Proposal
    2. Template                           : Sample Template
    3. Draft Document Name     : Sample Draft
  6. Click on the ‘Generate Draft’ button.

 

If you get the document with the text ‘Executive summary of Savvysys for’ followed by the account name you have chosen you have created a proposal.

Post By : Narsimha Rao Dandla

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