Bookshelf v7.7: Effects of Order Management on Fields and Functions

This section describes the effects of Siebel Customer Order Management on fields and functions in the following screens:

Product Administration

Products are defined in Product Administration > Products. Several new fields have been added to the product record that are specific to order management. Fields added to the product record for order management are listed in Table 2.

NOTE: When you are configuring the product in Siebel Tools, be sure to include the right More Info form for the Product Administration screen. For communications, media, and energy, the Product Administration screen uses the applet named Product Administration view. For other industry applications, use the applet prefixed with the name or initials of the product. For example, for Siebel Life Sciences, use LS Product Administration view.

Table 2. Fields Added to the Product Record by Order Management
Field	Function
Service Instance	This check box designates the product as a service item. Customer-facing applications use this flag during check-out to request additional information about the account. Anonymous users cannot place orders containing products marked as a service instance. To order these products, anonymous users must create and account by registering. Service Instance is also used to identify the products that display in the Trouble Tickets Service Instance field.
Track as Asset	This check box causes the Order To Asset workflow to copy the item to the asset table. Items in this table display as customer assets in the Service Items or Billing Items applet. These applets list the assets that the customer has purchased. Asset tracking may not be suitable for some items. For example, usage-based products like Excess Minutes or Installation charges may not be tracked as assets.
Price Type	Required. The menu choices are One-Time, Recurring, and Usage. Select One-Time if you charge the customer only once for the product. For example, you would select One-Time for hardware products that the customer purchases. Items in this category are totalled in quotes and orders as non-recurring charges (NRCs). Select Recurring if you periodically charge the customer for the product. For example, you would select Recurring for a product that is a monthly service. Items in this category that have the Per Month unit of measure are totalled in quotes and orders as monthly recurring charges (MRCs). No other unit of measure is totalled in quotes and orders. Select Usage if you bill the customer based on amount of usage for a product. For example, you would select Usage for electrical service billed by kilowatt hour of usage. This price type is for information only and is not used in any price computations.
Ship	This check box designates the product as one that must be shipped to the customer.
UoM	Unit of Measure. This menu provides a variety of choices such as per Month, Pound, Day, Case, Dollar, and Dozen. Per Month is the only unit of measure for which subtotals and totals are provided in quotes and orders. Other unit of measure totals can be configured using Siebel Tools. The UoM that can be selected is determined by price type. For example, if the price type is Recurring, only the per Day, Month, Year and so on. units of measure can be selected. You can add additional units of measure in the Applications Administration screen.
Auto Explode	This check box identifies items that will be exploded or ungrouped by the Ungroup and Quote to Order workflows.
Network Element Type	Select a value for all products that are network components. Select Network to designate a product as the top level component of a network (e.g. Frame Relay). This does not have a location. Select Network Node to designate a product as a location in a network (e.g. Port). Select Network Connection to designate a product as a connection between two locations in a network (e.g. Access, PVC).
Compound Product	This check box identifies a product as a compound product for which compound product rules are specified.
Service Length and Service Length UoM	The user can define a service length within the product definition to specify how long the service will be provided. Select an integer in the Service Length field and select the units of measure in the Service Length UoM field. For example, to specify that the service will be provided for six months, select 6 in the Service Length field and select month in the Service Length UoM field.
Service Length Period	A concatenated field that displays the values in the Contract Length and Service Length UoM fields.
Service Start Date and Service Date	Displays the start date and end date, which are calculated based on the period selected and the completion date of the line item. For example, if the Service Length Period is 14 weeks and the Completed Date is Jan. 1, 2004, the Service Start Date will display Jan. 1, 2004, and the Service End Date will display April 15, 2004.

Quotes

Orders

Opportunities

When the user clicks Update Opportunity in Quotes > Quotes, the revenue associated with the quote is transferred to the opportunity listed in the quote's Opportunity field. In Opportunities > Opportunities, the user can display the opportunity and view the total revenue that has been transferred from Quotes. The user can also display all the line items contributing to total revenue.

Revenue is computed and displayed in Opportunities differently. The following process describes the steps in how revenue is generated from a quote:

The amount of revenue contributed by each item is displayed in
Opportunities > Revenues. Items with the One-Time price type display only once. Items with the Recurring price type display once for each unit of measure (per week, month, and so on.). For example, if an item's revenue is computed using a period of 12 months, there is a separate line item for each month.