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Siebel Order Management Guide
What's New in This Release
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Overview of Order Management
About Order Management
The Order Management Life Cycle
Scenario for Order Management
Roadmap for Working with Order Management
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Setting Up Order Management
Roadmap for Setting Up Order Management
Activating Workflows for Order Management
Setting Up Accounts and Contacts for Order Management
Setting Up Salespeople
Setting Up Products, Pricing, and Catalogs
Setting Up Shipping Information
Setting Up Tax Calculations
Setting Up Payment Terms and Other Payment Factors
Setting Up Inventory Locations
Setting Up Integration for Order Management
Setting Up Order Types
Defining Order Statuses
Creating Product Selection Favorites
Setting Up Activity Plan Templates
Letting Users Create Quotes and Orders from Accounts and Contacts
Setting Up Availability to Promise
Customizing the Sales, Quote, and Order Processes
Setting Up Asset-Based Ordering
Setting Up Data Validation Rules
Lists of Values to Update for Order Management
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Integrating Order Management with Back-Office Applications
Integration Strategy for Order Management
Smart Part Numbers and Order Management Integration
About ASIs for Order Management
Setting Up Quote and Order ASIs
Process of Integrating Quotes and Orders with Back-Office Applications
Setting Up Web Services for Quote and Order ASIs
Activating Workflows for Integration of Quotes and Orders
ASI Workflows for Quotes and Orders
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Integrating Order Management with Third-Party Product Availability Applications
About Third-Party Product Availability Applications
Process of Setting Up Third-Party Product Availability Applications
Checking Availability Fulfillment Methods
Setting the ATP Action Parameter in Quote & Order Business Components Properties
Verifying the External ATP Check Business Service User Properties
Configuring Web Services for Availability to Promise
Preventing Rollup of Availability Information
Extending the ASI for Availability to Promise
Extending Returned Data for Availability to Promise
Customizing UI Terms for Availability to Promise
Requiring User Registration for Availability to Promise
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Integrating Order Management with Third-Party Credit-Check Applications
About Third-Party Purchase Order Credit Checking Applications
Process of Setting Up Purchase Order Credit Checking Applications
Verifying the External Credit Check ASI User Properties
Configuring Web Services for Purchase Order Credit Checking Applications
Activating the Workflows for Purchase Order Credit Checking Applications
Modifying User Properties for Purchase Order Credit Checking Integration
Turning Off Credit Checking
Customizing When Credit Checks Are Performed
Changing the Credit Auto-Approval Limit for Accounts
Skipping Credit Checks For an Account
Restricting Which Employees Can Administer Credit Checking
Extending the ASI for Credit Check Interface Request
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Integrating Order Management with Third-Party Taxation Applications
About Third-Party Taxation Applications
Installing Taxware Applications on Windows
Setting Up Taxware Applications on Windows
Installing and Setting Up Taxware Applications on UNIX
Enabling Tax Calculation
Enabling Tax Calculation with the Sales/Use Tax System
Enabling Tax Calculation with WORLDTAX
Taxing Customizable Products
Taxware Integration with Siebel eSales
Tax Calculator Business Service
Taxware Adapter Business Service
Customizing Taxware Integration
Passing Data from Other Fields in the Siebel Database
Passing Data from Fields Not in the Siebel Database
Calling the Tax Calculator Business Service from Other Places in Siebel eSales
Calling the Tax Calculator Business Service from Other Business Components
Using Other Third-Party Taxation Applications
Handling Unicode Conversion Errors
Error Prevention During Codepage Conversion
Defining Required Fields in Codepage Conversion
Configuring Error Messages in Codepage Conversion
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Creating and Managing Catalogs
About Siebel Catalog
Roadmap for Creating Catalogs
Process of Setting Up Catalogs
Creating Catalogs
Assigning Access to Catalogs
Selecting Languages for Catalog Translation
Process of Setting Up Categories
Creating Categories
Adding Products to Catalogs
Adding Literature to Catalogs
Updating the Category Item Count
Removing the Category Item Count
Assigning Access to Categories
Selecting Languages for Category Translation
Building Catalog Hierarchies
Displaying Advisor Projects in the Get Advice View of Catalogs
Example Process of Creating Display Templates for Categories
Creating a Category Detail View
Creating Drilldown Objects for the View
Editing the Web Layout of the New Display Template
Adding the New Display Template to the Application
Process of Setting Up Attribute Search
Making Classes Searchable
Making Attributes Searchable
Removing the List Price Field from Attribute Search
About Dynamic Product Catalogs
About Configuring Dynamic Product Catalog Applets
Configuring the Show Navigator Button of the Dynamic Product Catalog
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Setting Up Product Recommendations
About Product Recommendations
Scenario for Product Recommendations
Creating Product Recommendations
Turning Off Product Recommendations
Best Practices for Implementing Product Recommendations
Product Recommendation Technical Reference
Product Recommendation Driver Workflow
Product Recommendation Get Recommended Products
Product UpSell CrossSell Service
ExecuteUpsell Business Service Method
ExecuteCrossSell Business Service Method
Configuring Recommendation and Scoring Logic
The Unified Messaging Service and Product Recommendations
Customizing Message Response Logging for Product Recommendations
Customizing Duplicate Message Suppression for Product Recommendations
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Creating a Quote or Sales Order
Process of Creating a Quote
Starting a Quote
Using Auto Quote from an Opportunity
Performing Common Tasks for Creating Quotes and Sales Orders
Verifying a Quote
Process of Creating a Sales Order That Is Not Based on a Quote
Starting an Order
Performing Common Tasks for Creating Quotes and Sales Orders
Submitting an Order
Common Tasks for Creating Quotes and Sales Orders
Adding Line Items to a Quote or an Order
Working With Line Items of Quotes and Orders
Selecting a Nondefault Price List
Viewing and Recalculating Prices
Applying a Manual Discount
Adding Shipping Information
Calculating Shipping Charges
Calculating Taxes
Checking Availability to Promise (ATP)
Entering Payment Information for Quotes or Orders
Changing the Default Price List and Rate List
Defining Product Promotion Actions
Scenario for Promotion Components Across Service Accounts
Defining Promotion Durations
Defining Split Promotions
Defining Merged Promotions
About Promotion Component Commitment Check
Defining Promotion Upgrade Components
Defining Promotion Upgrade Aggregate
Defining Promotion Disconnections
Bundling Components for a Promotion
How End Users Work with Product Promotions
About Selecting Product Promotions from a Catalog
About Using Coupon Product Promotions
About Using Bundle Product Promotions
About Product Promotion Recommendations
Editing Bundle Product Promotions
Process of Enabling the Automatic Configuration of Customizable Products
Setting Up Siebel Tools for the Automatic Configuration of Customizable Products
Setting Up Siebel Business Application for the Automatic Configuration of Customizable Products
Workflows to Activate for Automatic Configuration of Customizable Products
Headless Configuration Service
ISS Promotion Management Service
Adding a Promotion Line Item
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Working with Quotes
About Quotes
Updating Opportunities from Quotes
Including Quote Items in a Forecast
Accessing an Existing Quote
Revising a Quote
Converting a Quote to an Order
Converting a Quote to an Agreement
Displaying Charts to Analyze Quotes
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Working with Sales Orders
About Orders
Accessing an Existing Order
Submitting an Order
Associating an Activity Plan or Activity with an Order
Approving an Order
Checking the Status of Order Shipments
Revising an Order
Placing an Order on Hold
Canceling an Order
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Using Asset-Based Ordering
About Asset-Based Ordering
Basic Concepts of Asset-Based Ordering
Customer Profile in Asset-Based Ordering
About Products and Assets
About Quotes and Orders for Asset-Based Ordering
Quote and Order Concepts in Asset-Based Ordering
Scenario for Asset-Based Ordering
Creating a Quote Using Asset-Based Ordering
Creating a Quote that Modifies an Asset
Ungrouping Quote or Order Line Items
Editing Quote Line Items Using Asset-Based Ordering
Converting Quotes to Orders Using Asset-Based Ordering
Editing Order Line Items Using Asset-Based Ordering
Submitting an Order Using Asset-Based Ordering
Revising a Submitted Order Using Asset-Based Ordering
Creating a Follow-On Order
Modifying the Service Profile
Deactivating an Installed Asset
Suspending and Resuming Service
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Workflow and Method Reference for Order Management Interface
Order Management Interface Workflow Reference
Account - New Order Workflow
Account - New Quote Workflow
Contact - New Order Workflow
Contact - New Quote Workflow
Goto_Quote Workflow
Goto_Order Workflow
Verify Header (Quote) Workflow
ISS Validation (Agreement) Workflow
ISS Validation (Order) Workflow
ISS Validation (Quote) Workflow
ISS Approval (Quote) Workflow
ISS Approval (Order) Workflow
ISS Approval (Agreement) Workflow
ISS Post Approval Workflow (Quote) Workflow
ISS Post Approval Workflow (Order) Workflow
ISS Post Approval Workflow (Agreement) Workflow
Order Management Interface Methods Reference
Validate Method
SetApprovalDecision Method
CreateNewApprovalTasks Method
RefreshBusinessComponent Method
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Workflow Reference for Employee Asset-Based Ordering
About Workflows for Employee Asset-Based Ordering
Workflow to Ungroup Quote Line Items
SIS OM Ungroup Quote
Workflow to Ungroup Order Line Items
SIS OM Ungroup Order
Workflow to Edit Quote Line Items
SIS OM Edit Delta Quote Line Item
Workflow to Convert a Quote to an Order
SIS OM Quote To Order PMT Version
CUT Quote To Order PMT Enhancement
CUT Quote To Order PMT Enhancement - Subprocess
Workflow to Edit Order Line Items
SIS OM Edit Service Order Line Item
Workflow to Submit an Order
SIS OM Submit Order Process
Order Process Workflows Retained for Backward Compatibility
Workflow to Apply an Order to the Service Profile
SIS OM Apply Completed Service Order Line Item to Service Profile
Workflows to Modify the Service Profile
SIS OM New Products & Services Process
SIS OM New Products & Services Process - VORD
Workflows to Redisplay the Service Profile
SIS OM Profile Process
SIS OM Profile Process - Order
Workflows to Modify a Service Item
SIS OM Modify Products & Services Process
SIS OM Active Quote Subprocess
SIS OM Active Order Subprocess
SIS OM Edit Complex Asset Workflow
Workflows to Disconnect a Service Item
SIS OM Disconnect Products & Services Process
SIS OM Disconnect Asset Subprocess
Workflows to Suspend or Resume Service Items
SIS OM Suspend / Resume Products & Services Process
SIS OM Suspend / Resume Asset Subprocess
Workflows for Contact-Based Asset-Based Ordering
Workflows for Quotes and Orders Assets Catalog Views
Workflows that Support the Automatic Configuration of Customizable Products
ISS Promotion Upgrade Process
Headless Configuration Web Service
SIS OM Get Future Asset Subprocess
SIS OM Sync Delta Subprocess
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Product Data Service and Import/Export API Reference
About the Product Data Service API
Product Data Services API Architecture
Product Data Services API Methods
GetCatalogs Method
GetCatalogCategories Method
GetCategoryProducts Method
GetProductDetails Method
PublishCatalog Method
GetFavorites Method
GetFavoriteItems Method
GetRelatedProducts Method
GetRelatedPromotions Method
GetProductAttributeDomain Method
GetProductChildren Method
GetSearchOptions Method
GetSearchParameters Method
ExecuteSearch Method
AddFavoriteToQuote, AddFavoriteToOrder, AddFavoriteItemtoQuote, AddFavoriteItemtoOrder, SaveQuoteAsFavorite, and SaveOrderAsFavorite Methods
DeleteQuote Method
InsertQuote Method
UpdateQuote Method
DeleteQuoteItem Method
InsertQuoteItem Method
UpdateQuoteItem Method
DeleteOrder Method
InsertOrder Method
UpdateOrder Method
DeleteOrderItem Method
InsertOrderItem Method
UpdateOrderItem Method
GetActiveQuote Method
SetActiveQuote Method
GetActiveOrder Method
SetActiveOrder Method
PDS PublishCatalog Test Sample Workflow
ISS Authoring Import Export Business Service Reference
ExportVOD Method
ExportFullVOD Method
ImportVOD Method
ADMValidate Method
ADMPreview Method
ADMExport Method
ADMImport Method
ReleaseSingleObject Method
ReleaseJwsObjects Method
Post_EIM_Upgrade Method
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