A - B - C - D - E - F - G - H - I - L - M - N - O - P - Q - R - S - T - U - V - W

A

ABO 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

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B

base 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

See About Products and Assets

Business Component-based method, about using to invoke method from workflow   1

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C

Cancel 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

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D

daily 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

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E

employee 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

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F

failed items, eliminating (example)   1

Find Orders method, about and arguments   1

FrameEventMethodUgroupAll   1

FrameEventMethodUgroupSelected   1

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G

Get 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

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H

Header Integration Component Name user property, about   1

Header Map user property, about   1

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I

installed 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

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L

licensed, 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

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M

master 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

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N

non-recurring charge   1

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O

OET

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

UI controls   1 ,  2

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

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P

payment 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

See About Products and Assets

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Q

quarterly 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

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R

Reconfigure 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

submitted orders   1 ,  2 ,  3

rollup

customizable products and multiple price types   1

effect of multiple price types   1

pricing factors, effects of   1

Back to top

S

script 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

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T

Track As Asset field

effects of   1

Trim method

eliminating orphaned items, example   1

eliminating pending and failed items, example   1

overview   1

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U

ungroup 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

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V

ValidatePayment method, about and arguments   1

ValidateQuote method, about and arguments   1

view, about GotoView method   1

ViewCart method, about and arguments   1

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W

Web 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

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