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Siebel Order Management Guide > Setting Up Order Management > Roadmap for Setting Up Order Management >
Customizing the Sales, Quote, and Order Processes
You can customize the sales, quote and order process by using:
This task is a step in Roadmap for Setting Up Order Management. New or Modified Workflows
Some actions in the Quote and Order screens are set up using Siebel Workflows, such as the following:
- To allow users to create quotes and orders from the Account screen and the Contact screen, you enable a set of workflows.
- To use asset-based ordering, you enable a set of workflows.
- Some of the ASI-based functions that allow you to integrate with back-office systems also use workflows. For example, submitting an order activates a workflow, as does performing a credit check.
You can customize these workflows to carry out the specific processes required for your business. You can also create additional workflows as needed to support your business process. Here are some changes you might make to customize the order management process using new Siebel Workflows:
- Quote Verification. By default, users can verify a quote manually by choosing the Verify menu option from the menu. You can create a workflow that verifies quotes automatically.
- Approval Requirements. Siebel Quote and Order screens include fields for required approvals which are used manually by default. For example, a sales representative might be required to get a supervisor's approval for orders above $500. Preconfigured, the sales representative would need to put a manager's name in the Approved By field. You can create a Workflow that would automatically route an order to the supervisor for approval when the amount exceeded $500. You would use a combination of Siebel Business Process Designer and Assignment Manager to route the approval to the appropriate supervisor.
- Customer Acknowledgements. You can create Workflows to automatically send order confirmations to customers. When the status of an order changes, the Workflows send the appropriate messages to the customer. Siebel eSales includes preconfigured workflows that send acknowledgements to customers, which you can use models to create similar workflows for use in order management. The eSales workflows are:
- Send Order Accepted Email (eSales). Sent to all users who place an order successfully.
- Send Order Awaiting Approval Email (eSales). Sent to the purchasing manager for an account when an order with a status of Awaiting Approval needs to be reviewed.
- Send Order Failed Email (eSales). Sent to a user when an auction is silently closed and turned into an order, but the credit card used cannot be authorized.
- Send Order Rejected Email (eSales). Sent to a corporate user when the purchasing manager or delegated customer administrator has rejected that corporate user's order.
- Send Order Shipped Email (eSales). Sent to a user when that user's order has been shipped.
You can also customize workflows that are shipped with the product, in order to add or remove steps or change the order in which steps are performed. For a reference to these workflows, which will help you understand them so you can modify them, see Workflow Reference for Employee Asset-Based Ordering. For more information about creating and customizing Workflows, see Siebel Business Process Framework: Workflow Guide. Configuration with Siebel Tools
You can use Siebel Tools to configure Siebel screens and views to match the processes used in your company. For example, you can define the default view that users see when they log in, so that users start on the screen that they use the most frequently. You can also add, remove, or change the names of fields. You also can use Siebel Tools to change user properties to customize some order management capabilities. For more information about Siebel Tools, see Using Siebel Tools. Component Quantity Edits
Component quantity edits are an example of one possible user property change you might want to make in Siebel Order Management. Typically, a user changes the quantity of a component in the configuration session that starts after clicking the Customize button in the Line Items list. In this case, Siebel Configurator checks all configuration rules to make sure that the change in quantity is appropriate. Your company can decide to allow changes to component quantities directly in the Line Items list in the Quote or Order. For this to occur, the user property Configuration ReadOnly Fields must be set in Siebel Tools. When this user property has been set, the Qty field in line item for components of products with components is editable. If the Qty field is read-only, then this user property has not been set. Other User Properties in Order Management
Some other user properties that you might want to change to customize order management functionality are listed in Table 8.
Table 8. User Properties in Order Management
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Check Minimum and Maximum Price |
Quote Item, Order Entry - Line Items, FS Agreement Item |
Checks minimum and maximum price when making manual adjustments to line item. |
Skip Loading Default Cfg Instance |
Quote Item, Order Entry - Line Items, FS Agreement Item |
Sets to 'Y' to skip the loading if the default configurable product instance when adding a new configurable product to a quote. |
Spread Discount - Use Root Product Type |
Quote Item, Order Entry - Line Items, FS Agreement Item |
If set to 'Y' and spreading a discount by type, spreads on components if the root type is the type selected. Otherwise, spreads on the type of component only if the type of component itself matches the selected spread type. |
Add Items Limit To Price List |
Internal Product Popup |
Limits the products that display in the Add Items dialog box to records contained within the price list. |
Configuration ReadOnly Fields |
Quote Item List Applet, Order Entry - Line Item List Applet, FS Agreement Item List Applet |
Removes the entries for Quantity and Quantity Requested to make the quantity of configurable product components editable within the list applet. |
Minimum CC Txn Amount |
Payments BusComp |
Sets the minimum amount payable by credit card when entering a payment line. |
Minimum Cash Txn Amount |
Payments BusComp |
Sets the minimum amount payable by cash when entering a payment line. |
Minimum Check Txn Amount |
Payments BusComp |
Sets the minimum amount payable by check when entering a payment line. |
Minimum Purchase Txn Amount |
Payments BusComp |
Sets the minimum amount payable by purchase order when entering a payment line. |
Minimum Stored Txn Amount |
Payments BusComp |
Sets the minimum amount payable by stored value when entering a payment line. |
Minimum Wire Txn Amount |
Payments BusComp |
Sets the minimum amount payable by wire transfer when entering a payment line. |
Check Mailing Address |
Payments BusComp |
Mailing address for check. |
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