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AABO module See Order Management for the Service Industry accounts active quote for current account, subprocess workflow 1 , 2 creating new account, customer experience 1 new address, customer creating 1 quote, determining if active quote for current account 1 quote, identifying active quote for 1 action codes changes to 1 during configuration session 1 role in quotes and orders 1 Update code 1 active quotes activating current quote, workflow 1 activating, subprocess workflow 1 , 2 overview 1 Adding Revenue method, about 1 aggregate pricing factors 1 annual recurring charges, calculation 1 Apply method complex order example 1 exception handling 1 hybrid asset order, creating 1 new installation example 1 overview 1 role of service item keys 1 service item unique keys 1 Set Product Instance method, about and arguments 1 updates to absent items 1 updating parent component, example 1 Asset Integration Object Name user property, about 1 asset-based ordering customer's service profile, accessing 1 overview 1 assets See also Workflow to Apply an Order to the Service Profile asset table, copying item automatically 1 completed order line items, creating from workflow 1 complex asset workflow 1 deleting, workflow 1 disconnecting 1 disconnecting selected assets, workflow 1 hybrid asset order example, Apply method 1 increasing quantities, example 1 integration ID 1 modifying attributes, workflow 1 orders. applying to open and pending to asset workflow 1 order-to-asset process, workflow 1 overview 1 product models, changing versions of 1 quotes, using to modify 1 reconfiguring 1 Ungroup feature 1 untracked assets and requires rule 1 updated asset, method 1 assets, Delta method See also Delta Method adding copies of asset example 1 asset generation example 1 disconnecting an asset example 1 overview 1 Assign New Service IDs method, about and arguments 1 Attribute Integration Component Name user property, about 1 Attribute Item Map user property, about 1 attribute-based pricing in order management 1 Auto Asset feature, using to modify service profile 1 Auto Match business service product model upgrades, role in 1 validation process, overview 1 Auto-Asset button 1 Bbase themes 1 Bill Me payment method 1 Billing Account field, about using to roll down values 1 Billing Account payment method, customer experience 1 billing items installed assets and 1 overview 1 bundle pricing factors 1 bundled products Business Component-based method, about using to invoke method from workflow 1 CCancel button, about Get Cfg Button Click Information method 1 cart, about ViewCart method 1 CME See Effects of Order Management on Other Siebel Applications complex orders overview 1 Ungroup feature, overview 1 Convert Product Instance method, about and arguments 1 CreateAccount method about and arguments 1 user properties 1 CreateOrder method, about and arguments 1 credit card payments, customer experience 1 customer experience adding bulk items to shopping cart 1 adding quote template items to shopping cart 1 adding to shopping cart from catalog 1 converting quote to order 1 creating new account 1 creating supplemental order 1 customizing items 1 disconnecting orders 1 entering shipping information 1 modifying service items 1 order check out 1 quote-to-order process, customer experience 1 reviewing and submitting orders 1 revise orders 1 revising contents of shopping cart 1 saving shopping cart as quote template 1 updating account address account 1 using Bill Me payment method 1 using Billing Account payment method 1 using credit card payment method 1 using Siebel eSales, business scenario 1 Customer Portal view comparison, customer end user and employee end user 1 role of 1 customer service profile overview 1 customer service profile, about updating 1 customer workflows delta quote line items, editing 1 disconnecting products and services 1 modifying products and installed assets 1 Order Checkout workflows 1 ordering from a saved quote 1 rejecting an order, workflow 1 revising orders, workflows for 1 ungrouping quotes 1 customizable products attribute-based pricing and order management 1 Auto Match validation process 1 compared to simple products 1 customer experience 1 in order management, overview 1 product model upgrade considerations 1 quotes and orders, enhancements to 1 rollup and multiple price types 1 same product, multiple occurrences 1 views available, Service Orders upgrade 1 customizable products, editing order line items 1 CUT eSales - Bill Me Process 1 CUT eSales - Checkout Process 1 CUT eSales - Disconnect Products and Service Process 1 CUT eSales - Edit Delta Quote Line Item 1 CUT eSales - Modify Products and Services Process 1 CUT eSales - Order Quote Process 1 CUT eSales - Prepare Quote Process 1 CUT eSales - Prepare Shopping Cart View 1 CUT eSales - Reject Order Process workflow 1 CUT eSales - Set Quote Account Info 1 CUT eSales - Ungroup Quotes 1 Ddaily recurring charges, calculation 1 Delta Line Item Compare Field user property, about 1 Delta method action types 1 asset generation example 1 delta orders, detailed description 1 disconnecting an asset 1 increasing quantities of asset component 1 preinvocation and processing 1 product structure changes, identifying (example) 1 role of service item keys 1 Set Product Instance method, about and arguments 1 updating an asset, example 1 Delta Quote button 1 delta quotes asset generation example 1 disconnecting an asset example 1 edit asset, workflow 1 ignoring invalid instruction 1 update to absent item 1 updating parent component 1 workflow, editing line items 1 Delta XA Compare Field user property, about 1 Determining Annually Recurring Charges method 1 Determining Daily Recurring Charges method 1 Determining Frequency of Revenue Line Items method 1 Determining Monthly Recurring Charges method 1 Determining Number of Revenue Items method 1 Determining Quarterly Recurring Charges method 1 Determining Revenue Amount method 1 Determining Revenue Dates method 1 Determining Weekly Recurring Charges method 1 disconnecting assets, workflow 1 Done button, about Get Cfg Button Click Information method 1 Eemployee order management asset, disconnecting 1 asset, using quote to modify 1 order line items, editing 1 orders, revising submitted orders 1 , 2 , 3 orders, submitting 1 quotes, converting to orders 1 quotes, creating new quote 1 quotes, updating an opportunity from 1 service profile, about updating 1 error message, about Set Exception Error Message method 1 eSales - Authorize Order Process 1 eSales - Complete Checkout Process 1 eSales - Enter Shipping Details Process 1 eSales - Save Shipping Address 1 eSales - Set Primary Account Address 1 explode function, described 1 Explode method copying components example 1 excluded columns 1 overview 1 Explode Siebel Object method about and arguments 1 user properties, list of 1 exploding Explode method, about and arguments 1 Explode Siebel Object method, about and argument 1 Is Fully Exploded method, about using 1 Ffailed items, eliminating (example) 1 Find Orders method, about and arguments 1 FrameEventMethodUgroupAll 1 FrameEventMethodUgroupSelected 1 GGet Cfg Button Click Information method, about and arguments 1 Get Instance method, about and arguments 1 Get Profile Attribute method, about and arguments 1 GetBCCount method, about and arguments 1 GotoView method, about and arguments 1 HHeader Integration Component Name user property, about 1 Header Map user property, about 1 Iinstalled assets See also Customer Service Profile for Order Management customizable products, reconfiguring 1 disconnecting 1 overview 1 quotes, using to modify 1 service point 1 using quotes to modify 1 workflows for modifying 1 integration ID description of 1 ungrouping, overview 1 integration object See also Merge Method Merge method, about using to merger components 1 Update Multi Object List, about and arguments 1 invalid instructions, ignoring (example) 1 Invoke BC method, about and arguments 1 Is Fully Exploded method, about and arguments 1 Is Module Licensed method, about and arguments 1 Llicensed, Is Module Licensed method 1 Line Item Integration Component Name user property, about 1 Line Item Map user property, about 1 Logical Delete method, about and arguments 1 Mmaster account, defined 1 matrix pricing factors 1 Merge method, about and arguments 1 monthly recurring charge 1 monthly recurring charges, calculation 1 move process move orders, overview 1 multiple open orders 1 multiple price types and multiple totals 1 attribute-based pricing adjustments 1 configuring for non-CME applications 1 effect on attribute-based pricing 1 indicating on product record 1 in opportunities 1 opportunities and 1 overview 1 rollup 1 rollup, effect on 1 Siebel CME features 1 Siebel ePricer and Siebel CME, changes 1 multiple price types overview 1 multiple units of measure 1 Nnon-recurring charge 1 OOET See Order Entry Toolkit Business Service Methods one-time price type 1 opportunities effects of multiple price types 1 multiple price types and totals in 1 multiple price types, effects of 1 revenue, transferring from quote to 1 Order Checkout workflows CUT eSales - Bill Me Process 1 CUT eSales - Checkout Process 1 CUT eSales - Prepare Quote Process 1 CUT eSales - Set Quote Account Info 1 CUT eSales - Ungroup Quotes 1 eSales - Authorize Order Process 1 eSales - Complete Checkout Process 1 eSales - Enter Shipping Details Process 1 eSales - Save Shipping Address 1 eSales - Set Primary Account Address 1 process and subprocesses, listed 1 Order Entry Toolkit business service methods about and table 1 CreateAccount method 1 CreateOrder method 1 GetBCCount method 1 GotoView method 1 SelectPrimary method 1 SetLIAccounts method 1 SubmitOrder method 1 ValidatePayment method 1 ValidateQuote method 1 ViewCart method 1 Order Integration Object Name user property, about 1 Order Item Processed Flag, setting the root order line item 1 order line items editing 1 editing workflow 1 order management See also Order Entry Toolkit Business Service Methods attribute-based adjustments 1 component-based pricing adjustments 1 multiple price types and ePricer in Siebel CME 1 overview 1 package rollup and Siebel Advisor 1 order management, Web templates dialog boxes, adding 1 template changes 1 orders action codes, role of 1 asset, applying open and pending orders to selected asset 1 Auto-Asset button 1 changes to, starting point 1 disconnecting orders, customer's experience 1 from saved quote, workflow 1 multiple open 1 multiple open orders, about 1 multiple price types, overview 1 open orders, multiple 1 Order Checkout workflow 1 Orders screen, changes to 1 product models, changing versions of 1 quotes, converting to 1 quote-to-sales order process 1 rejecting an order, workflow 1 reviewing, customer experience 1 revising submitted orders 1 , 2 , 3 submitting 1 submitting workflow 1 orders, revising customer experience 1 CUT eSales - Goto Revise Order View workflow 1 CUT eSales - Revise Order Process workflow 1 workflow for 1 orders, submitting customer experience 1 orders, supplemental business scenario, customer experience 1 overview 1 Order-to-Asset process Apply method, about and arguments 1 orders, applying active and unprocessed to asset 1 service order to asset workflow 1 orphaned items, eliminating (example) 1 Ppayment method, about ValidatePayment method 1 payment methods Bill Me 1 Billing Account, customer experience 1 credit card, customer experience 1 pending items, eliminating (example) 1 Pending Order, about Submit Order method 1 PMT See Product Manipulation Toolkit Business Service Methods price lists, sources for 1 price types, multiple See About Multiple Price Types and Multiple Totals pricing adjustments aggregate pricing factors 1 attribute-based adjustments and order management 1 component-based adjustments in order management 1 component-based pricing 1 displayed prices and action codes 1 manual adjustments to line items 1 pricing factors and rollup 1 product instance, about Synchronize method and arguments 1 Product Manipulation Toolkit business service about and table of methods 1 Apply method 1 Assign New Service IDs 1 Convert Product Instance 1 Delta method 1 Explode method 1 Explode Siebel Object 1 Find Orders method 1 Get Cfg Button Click Information method 1 Get Instance method 1 Get Profile Attribute, about and arguments 1 Invoke BC method 1 Is Fully Exploded method 1 Is Module Licensed method 1 Logical Delete method 1 Merge method 1 Quote to Revenue method 1 Reconfigure Product Instance method 1 Refresh Business Component method 1 Reset method 1 Retrieve Next Object from List method 1 Set Action method 1 Set Exception Error Message method 1 Set Field Value method 1 Set Multiple Field Values method 1 Set Output Header method 1 Set Product Instance method 1 Set Profile Attribute method 1 Synchronize method 1 Trim method 1 Update Multi Object List method 1 Update Order Line Item Completed Flag method 1 user properties 1 product models, upgrade considerations 1 product structure, identifying changes in, Delta method example 1 products Auto Match business service 1 disconnecting, workflow for 1 simple products, described 1 workflows for modifying 1 products, customizable in order management, overview 1 products, service Qquarterly recurring charges, calculation 1 quote action codes changes to 1 role of 1 Quote Integration Object Name user property, about 1 quote line items asset-based ordering, editing 1 editing in delta quotes, workflow 1 manual pricing adjustments 1 SIS OM Edit Delta Quote Line Item workflow, using to edit 1 ungrouping 1 quote templates, saving, customer experience 1 Quote To Revenue method adding revenue 1 Determining Annually Recurring Charges 1 Determining Daily Recurring Charges 1 Determining Frequency of Revenue Line Items 1 Determining Monthly Recurring Charges 1 determining number of revenue items 1 Determining Quarterly Recurring Charges 1 determining revenue amount 1 determining revenue dates 1 Determining Weekly Recurring Charges 1 overview and arguments 1 user properties, list of 1 quotes account, determining if user has active quote for current account 1 , 2 activating a quote, overview 1 activating current quote, workflow 1 active quote, determining for current account 1 billing items and service items, displaying associated with 1 changes to, starting point 1 Delete Quote button 1 installed asset, modifying 1 manual pricing adjustments 1 multiple price types, effects on opportunities 1 multiple price types, overview 1 new quote, creating 1 ordering from saved quote, workflow 1 orders, converting to 1 product models, changing versions of 1 Quotes screen, changes to 1 revenue generation, process of 1 revenue, transferring to opportunities 1 saving, customer 1 Sum Components button 1 ungroup and explode, process overview 1 ungrouping quotes, workflow 1 ValidateQuote method, about and arguments 1 Quote-to-Order process business scenario, customer experience 1 customer experience 1 quotes, converting to orders 1 Ungroup feature, role of 1 Quote-to-Sales Order process 1 RReconfigure Product Instance method about and arguments 1 updated asset, getting 1 user properties 1 recurring charges calculation, Quote To Revenue method 1 recurring price type 1 Refresh Business Component method, about and arguments 1 Reprice button 1 requires rule use with untracked 1 Reset method, about and arguments 1 Retrieve Next Object from List method, about and arguments 1 revenue Quote to Revenue method, about 1 quote, transferring to opportunity 1 revenue computation availability in Siebel CME 1 multiple price type, effects of 1 revenue methods Adding Revenue method 1 Determining Annually Recurring Charges 1 Determining Daily Recurring Charges method 1 Determining Frequency of Revenue Line Items 1 Determining Monthly Recurring Charges method 1 Determining Number of Revenue Items 1 Determining Quarterly Recurring Charges 1 Determining Revenue Amount 1 Determining Revenue Dates method 1 Determining Weekly Recurring Charges method 1 revising rollup customizable products and multiple price types 1 effect of multiple price types 1 pricing factors, effects of 1 Sscript pricing factors 1 Select Primary method, about and arguments 1 Service Account field, about using to roll down values 1 service ID, description of 1 service items Explode method, excluded columns 1 modifying, customer experience 1 Service Instance field 1 unique keys, role of 1 service items unique keys 1 service points description of 1 service products, overview 1 service profile Auto Asset, using to modify 1 customer, about 1 updating, about 1 workflow, displaying active quote 1 service profile, redisplaying quote, activating current 1 service items or billing items associated with current quote, displaying 1 services disconnecting, workflow for 1 move orders, overview 1 Set Action method, about and arguments 1 Set Exception Error Message method, about and arguments 1 Set Field Value method, about and arguments 1 Set Multiple Field Values method, about and arguments 1 Set Output Header method, about and arguments 1 Set Product Instance method, about and arguments 1 Set Profile Attribute method, about and arguments 1 SetLIAccounts method, about and arguments 1 shipping information, customer experience 1 shopping cart, about ViewCart method 1 shopping cart, customer experience adding bulk items 1 adding items from catalog 1 adding items from template 1 order checkout 1 revising contents 1 Siebel Advisor, package rollup and order management 1 Siebel Communications, Media, and Energy order management features 1 Siebel ePricer modifications 1 Siebel Configurator browser-based version, use of 1 server-based version, changes to 1 Siebel Industry Applications 1 Siebel Order Management order functionality, enhancements to 1 overview 1 quote functionality, enhancements to 1 Siebel CME features 1 Siebel Pricer modifications for Siebel CME 1 Siebel Service Orders Customizable Products views 1 simple products, compared to customizable products 1 single pricing factors 1 SIS OM Active Quote Sub-Process workflow 1 , 2 SIS OM Apply Completed Service Order Line Item to Service Profile workflow 1 SIS OM Disconnect Asset Subprocess workflow 1 SIS OM Disconnect Products & Services Process workflow 1 SIS OM Edit Complex Asset workflow 1 SIS OM Edit Delta Quote Line Item workflow 1 SIS OM Edit Service Order Line Item workflow 1 SIS OM Go to Products and Services Sub-Process workflow 1 SIS OM Modify Products & Services Process workflow 1 SIS OM New Products & Services Process workflow 1 SIS OM Profile Process workflow 1 SIS OM Submit Order Process workflow 1 SISOM web templates 1 SubmitOrder method, about and arguments 1 Sum Components button 1 supplemental orders 1 Synchronize method, about and arguments 1 TTrack As Asset field effects of 1 Trim method eliminating orphaned items, example 1 eliminating pending and failed items, example 1 overview 1 Uungroup and explode, described 1 Ungroup button, methods for 1 units of measure (UoM) 1 untracked assets and requires rule 1 Update Multi Object List method, about and arguments 1 Update Order Line Item Completed Flag, about and arguments 1 usage-based price type 1 user profiles, about Set Profile Attribute method and arguments 1 VValidatePayment method, about and arguments 1 ValidateQuote method, about and arguments 1 view, about GotoView method 1 ViewCart method, about and arguments 1 WWeb templates adding to dialog boxes 1 order management changes 1 order management UI controls 1 , 2 weekly recurring charges, calculation 1 Workflow Product Configuration View user property, about 1 workflows assets, applying open and pending orders to 1 assets, creating from completed order line items 1 order line items, editing 1 orders, applying open and pending to assets 1 orders, submitting 1 quote line items, editing 1 quote, activating current 1 quotes, determining active quote for current account 1 quotes. determining if user has an active quote for current account 1 , 2 service items or billing items associated with current quote, displaying 1 service profile, displaying active or newly created quote 1 service, disconnecting 1 workflows, customer disconnecting products and services 1 editing delta quote line items 1 modifying products and installed assets 1 Order Checkout workflows 1 ordering from a saved quote 1 rejecting an order 1 revising orders 1 ungrouping quotes 1 |
Siebel Order Management Guide Addendum for Industry Applications | Copyright © 2007, Oracle. All rights reserved. | |