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Creating Product Favorites for Fleet Management


Product favorites are combinations of products that have been saved for easy reuse. The product favorite can then be added to an order, instead of adding each product individually.

Product favorites have the advantage of allowing the customer service representative to associate accounts, agreements, or lines of business with the product favorite, as described in Adding Product Favorites. This association is useful because:

  • A favorite can represent a common scenario of order fulfillment for a specific account, line of business, or agreement.
  • Within the common scenario, a favorite can include products automatically using associated product favorites.
  • Favorites can be used to create actions automatically.

Product favorites can reduce the effort of creating orders, and can also add another level of control to eliminate errors in order entry.

Creating Product Favorite Records

You create product favorite records for Oracle Fleet Management in the same way as you do in standard Siebel Business Applications, as described in the section on product selection favorites in Siebel Order Management Guide.

Differences from standard order management are:

  • Product favorites for Fleet Management are created in the Administration - Fleet Management screen.
  • The fields described in Table 3 are added to the product favorites record, and all are optional.
Table 3. Added Field in Product Favorite Record
Field
Description

Start Effective Date

Enter the date when the product favorite can first be used.

End Effective Date

Enter the date when the product favorite can no longer be used.

Line of Business

Choose a line of business to which this product favorite applies.

If you choose a line of business, this favorite will be available to add to an order only when the line of business in the order header matches this line of business.

If you leave this field empty, this favorite will be available regardless of the line of business in the order header.

Agreement

Choose an agreement to which this product favorite applies.

If you choose an agreement, this favorite will be available to add to an order only when the agreement in the order header matches this agreement.

If you leave this field blank, this favorite will be available regardless of the agreement in the order header.

Account

Choose an account to which this product favorite applies.

If you choose an account, this favorite will be available to add to an order only when the account in the order header matches this agreement.

If you leave this field blank, this favorite will be available regardless of the account in the order header.

Associated Product Favorites

Select the parent product for the product favorite.

All the line items for this product favorite are displayed in this picklist. You must select the parent product so relationships among the line items in the product favorite can be generated correctly.

This field allows the administrator to enforce the selection of one product each time the other product is chosen. For example, you can associate the special service product Live Load/Unload with the commodity Cattle. In this example, the commodity Cattle would be the parent product, and the special service Live Load/Unload would be the associated product. Thus, whenever the customer service representative selects this favorite for transporting cattle, the service product would be added also.

Creating Actions for Product Favorites

You can also create Action records for specific items in product favorites.

When the customer service representative uses the product favorite, as described in Adding Product Favorites, the product favorite item's actions are associated with the order's stop record, as follows:

  • When the customer service representative adds the product favorite to the order, an order line item is created for each product favorite line item.
  • When the customer service representative creates a stop record for the appropriate order line item, the action is automatically added for that stop.

To create an action for a product favorite

  1. Add an item to the product favorite.

    For more information, see Siebel Order Management Guide.

  2. Create an action record for this product favorite item.
  3. Choose a value in the Action Type field.
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