Siebel Order Management Guide Addendum for Industry Applications > Employee Asset-Based Ordering for Industry Applications >

Concepts of Order Management for Industry Applications

Siebel Order Management for Industry Applications is based on the same concepts as asset-based ordering, described in the section about asset-based ordering in Siebel Order Management Guide. In addition, there are some concepts specific to Industry Applications, which are described in this section.

Terminology for Order Management

Some terminology is different in Siebel Order Management and in Siebel Order Management for Industry Applications, as shown in Table 4.

Installed Assets and Billing Items

Installed assets are the assets that are served to a particular account. Installed assets include both products and services. A line item from an order becomes an installed asset if it is marked as a trackable asset in the product record.

Billing items are the services that are billed to a particular account.

Sometimes installed assets are installed at one account location, but are billed to another account location. For example, a company might have 150 phone lines installed at two different locations, yet receive the bill for all 150 phone lines at one of those locations. In that case, the location that receives the bill might only have 50 installed assets (the ones installed at that location), but have 150 billing items.

The service account and billing account for each line item are specified during the quote-and-order process. For customer end users creating quotes and orders in Siebel eSales, the service account and billing account are automatically defaulted for every line item. Employee end users may need to select the service account and billing account.

Billing, Service, and Master Accounts

The master account is the primary, or parent, account for a customer. You can set up separate billing and service accounts for a customer, and those accounts will be associated with a higher-level master account for the client.

Service ID

A service ID is a unique identifier of a service item, such as the phone number for a phone line.

When a customer orders a quantity of a certain product or service, such as a dozen phone lines, each phone line becomes an individual line item and can be given a separate service ID. End users can either explicitly ungroup the items to assign service IDs, or they will be automatically ungrouped when the quote is converted to an order.

The Service ID field is a text field, typically populated by your company's asset management system.

Service Point

A service point is an asset that is installed at a particular service location and represents a network delivery point, such as a phone jack or a gas pipe. A field on the Quote and Order forms lets you select a service point based on the product type. The use of Service Points requires the Siebel Premises module. For more information, see Applications Administration Guide.

Additional Fields for Quote Line Items

When you create a line item of a quote in Order Management for Industry Applications, the fields in Table 5 are available, in addition to the fields described in the section about adding a quote line item in Siebel Order Management Guide.