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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
Setup and Use of Siebel Order Management
Basic Concepts of Order Management
Basic Concepts for Asset-Based Ordering
Customer Profile in Asset-Based Ordering
Quote and Order Concepts in Asset-Based Ordering
Workflows and Business Services for Asset-Based Ordering
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Setting Up Order Management
Process of Setting Up 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 and Activating Workflows
Setting Up Order Types
Defining Order Statuses
Creating Product Selection Templates
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
Lists of Values to Update for Order Management
Adding or Changing the Display Value of Order Types
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Preparing for Integration
Integration Strategy for Order Management
ASIs for Order Management
Setting Up Quote and Order ASIs
Setting Up Web Services for Quote and Order ASIs
Activating Workflows for Quotes and Orders
Process of Setting Up Third-Party Product Availability Applications
Checking the Availability Fulfillment Methods
Setting the ATP Action Parameter in Quote and Order Business Components Properties
Verifying the External ATP Check Business Service User Properties
Configuring Web Services
Using the ATP ASI Testing Script
Preventing Rollup of Availability Information
Extending the ASI
Extending Returned Data
Customizing UI Terms
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 Workflow Processes 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
ASI Workflows for Quotes and Orders
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Creating a Quote or Order
Process of Creating a Quote
Starting a Quote
Using Auto Quote from an Opportunity
Performing Common Tasks for Creating Quotes and Orders
Verifying the Quote
Process of Creating an Order
Starting an Order
Performing Common Tasks for Creating Quotes and Orders
Submitting an Order
Common Tasks for Creating Quotes and Orders
Adding Products to a Quote or Order
Working With Line Items of Quotes and Orders
Viewing and Recalculating Prices
Applying a Manual Discount
Adding Shipping Information
Calculating Shipping Charges
Calculating Taxes
Checking Availability to Promise (ATP)
Working with Payment Information for Quotes or Orders
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Working with Quotes
About Quotes
Verifying a Quote
Updating an Opportunity from a Quote
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 Orders
About Orders
Accessing An Existing Order
Submitting an Order
Associating an Activity Plan or Activity with an Order
Approving an Order
Monitoring an Order
Revising an Order
Processing a Return
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Data Validation for Order Management
About Data Validation Manager
Process of Implementing Data Validation Processing
Process of Administering Data Validation Rules
Defining a Data Validation Rule Set
Defining Rule Set Arguments
Defining Validation Rules
Defining Validation Rule Actions
Activating a Data Validation Rule Set
Process of Invoking the Data Validation Manager Business Service
Invoking Data Validation Manager from a Runtime Event
Invoking Data Validation Manager from a Workflow
Viewing a Validation History
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Using Asset-Based Ordering
About Asset-Based Ordering
Scenario for Asset-Based Ordering
Creating a Quote
Creating a Quote That Modifies an Asset
Ungrouping Quote Line Items (End User)
Editing Quote Line Items
Updating an Opportunity From a Quote
Converting Quotes to Orders
Editing Order Line Items
Submitting an Order
Revising a Submitted Order
Creating a Follow-On Order
Modifying the Service Profile
Deactivating an Installed Asset
Suspending and Resuming Service
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Workflows for Asset-Based Ordering
About Workflows for Asset-Based Ordering
Workflow to Ungroup Quote Line Items
Workflow to Ungroup Order Line Items
Workflow to Edit Quote Line Items
Workflow to Convert a Quote to an Order
Workflow to Edit Order Line Items
Workflow to Submit an Order
Workflow to Apply an Order to the Service Profile
Workflows to Modify the Service Profile
Workflows to Redisplay the Service Profile
Workflows to Modify a Service Item
Workflows to Disconnect a Service Item
Workflows to Suspend or Resume Service Items
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Business Service Methods Reference
About Business Services for Order Management
Product Manipulation Toolkit Business Service Methods
User Properties used by PMT Methods
Delta Method
Apply Method
Trim Method
Explode Method
Explode Siebel Object Method
Find Orders Method
Logical Delete Method
Assign New Service IDs Method
Convert Product Instance Method
Get Instance Method
Get Profile Attribute Method
Is Fully Exploded Method
Is Module Licensed Method
Merge Method
Quote To Revenue Method
Reconfigure Product Instance Method
Reset Method
Retrieve Next Object From List Method
Set Action Method
Set Exception Error Message Method
Set Field Value Method
Set Multiple Field Values Method
Set Output Header Method
Set Product Instance Method
Set Profile Attribute Method
Synchronize Method
Update Multi Object List Method
Update Order Line Item Completed Flag Method
Get Cfg Button Click Information Method
Refresh Business Component Method
Invoke BC Method
Iterate Process For Selected Rows Method
Get Selected Row Count Method
Get First Selected Row Values Method
Ungroup Method
Order Entry Toolkit Business Service Methods
CreateAccount Method
CreateOrder Method
GetBCCount Method
GotoView Method
SelectPrimary Method
SetLIAccounts Method
SubmitOrder Method
ValidatePayment Method
ValidateQuote Method
ViewCart Method
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