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Siebel Order Management Guide Addendum for Industry Applications
What's New in This Release
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Overview of Order Management
Order Management for the Service Industry
Basic Concepts of Order Management
Customer Service Profile for Order Management
About Products and Assets
About Multiple Price Types and Multiple Totals
Multiple Price Types and Totals in Opportunities
About Quotes and Orders
Auto Match for Siebel Configurator
Activating Workflows for Order Management
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Effects of Order Management on Other Siebel Applications
Effects of Order Management on CME Applications
Effects of Order Management on Fields and Functions
Effects of Order Management on Siebel Configurator (Server-Based)
Effects of Order Management on Siebel Configurator (Browser-Based)
Effects of Order Management on Siebel Advisor
Effects of Order Management on Siebel Pricer
Configuring the Display of Pricing Information
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Employee Use of Order Management
About Employee Order Management
Scenario for Employee Order Management
Setting Up a Product with Recurring Prices
Creating a Quote (End User)
Creating a Quote That Modifies a Service Asset (End User)
Ungrouping Quote Line Items (End User)
Editing Quote Line Items (End User)
Updating an Opportunity From a Quote (End User)
Converting Quotes to Orders (End User)
Editing Order Line Items (End User)
Submitting an Order (End User)
Revising a Submitted Order (End User)
Creating a Follow-On Order (End User)
Modifying the Service Profile (End User)
Disconnecting an Installed Service Asset (End User)
Moving a Service to Another Location (End User)
Suspending and Resuming Service (End User)
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Workflows for Employee Ordering
About Workflows for Employee Ordering
Workflow to Generate Revenue Line Items for an Opportunity
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 Transfer a Service to Another Location
Workflows to Suspend or Resume Service Items
Workflows to Validate a Network
Workflow for Pricing Comparison
Workflows for Enrollment
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Customer Use of Order Management
Scenario for Customer Order Management
Creating a New Account (End User)
Creating New Addresses for an Existing Account (End User)
Adding Items to a Shopping Cart (End User)
Customizing an Item (End User)
Revising the Contents of the Shopping Cart (End User)
Adding Bulk Items to the Shopping Cart (End User)
Saving a Shopping Cart as a Quote or Quote Template (End User)
Processing an Order Checkout (End User)
Converting a Quote to an Order (End User)
Adding Quote Template Items to the Shopping Cart (End User)
Entering Shipping Information (End User)
Using Payment Methods (End User)
Reviewing and Submitting an Order (End User)
Revising an Order (End User)
Modifying an Order (End User)
Disconnecting an Order (End User)
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Workflows for Customer Ordering
About Workflows for Customer Ordering
Workflows to Process an Order Checkout
Workflows to Ungroup Quotes
Workflow to Order a Saved Quote
Workflow to Edit a Delta Quote Line Item
Workflows to Revise an Order
Workflow to Reject an Order
Workflows to Modify Products and Installed Assets
Workflow to Disconnect Products and Services
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Order Management in Siebel PRM
About Order Management in Siebel PRM
Scenario for Partner Order Management
Order Management with Standard Partner Commerce
Adding Items to a Shopping Cart (Standard Partner Commerce)
Customizing an Item (Standard Partner Commerce)
Revising the Contents of the Shopping Cart (Standard Partner Commerce)
Adding Bulk Items to the Shopping Cart (Standard Partner Commerce)
Saving a Shopping Cart as a Quote or Quote Template (Standard Partner Commerce)
Converting a Quote to an Order (Standard Partner Commerce)
Processing an Order Checkout (Standard Partner Commerce)
Adding Quote Template Items to the Shopping Cart (Standard Partner Commerce)
Entering Shipping Information (Standard Partner Commerce)
Using the Credit Card Payment Method (Standard Partner Commerce)
Using the Bill Me Payment Method (Standard Partner Commerce)
Using the Billing Account Payment Method (Standard Partner Commerce)
Using the Purchase Order Method (Standard Partner Commerce)
Reviewing and Submitting an Order (Standard Partner Commerce)
Revising an Order (Standard Partner Commerce)
Selecting Billing and Service Accounts (Standard Partner Commerce)
Modifying an Order (Standard Partner Commerce)
Disconnecting an Order (Standard Partner Commerce)
Power Partner Commerce Order Management
Order Management Workflows for PRM
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Setting Up Network Ordering
About Network Ordering
Process of Defining Network Compound Products
Defining Products for the Network
Defining Rule Checker Business Services
Defining Maximum and Minimum Quantities for Network Components
Defining Simple Expression Rules for Compound Products
Setting Up Premises
About the Compound Product Validation Engine and the Projected Asset Cache
Compound Product Validation Engine (CPVE)
Example of Defining Network Compound Products
Creating Custom Rule Checkers
PreValidate Method
Validate Method
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Using Network Ordering
Process of Ordering New Networks
Creating an Account and Locations for a New Network
Creating a Quote for a New Network
Adding Nodes to a New Network
Adding Connections to a New Network
Validating a Quote for a Network
Creating an Order for a New Network
Converting a Completed Network Order to Assets
Viewing a Network as a Billing Item or Service Item
Process of Ordering New Sites in Existing Networks
Adding a Location for a New Network Site
Creating a Quote for a New Network Site
Adding a Node for a New Network Site
Adding a Connection for a New Network Site
Validating a Quote for a New Network Site
Converting a Quote to an Order for a New Network Site
Converting an Order for a New Network Site to Assets
Process of Upgrading Bandwidth at Network Sites
Displaying a Network To Be Upgraded
Upgrading the Bandwidth at a Network Site
Upgrading the Bandwidth of a Network Connection
Validating a Network After Upgrading Bandwidth
Converting a Quote to an Order to Upgrade Bandwidth
Updating Assets when an Order to Upgrade Bandwidth Is Complete
Process of Disconnecting a Site from a Network
Disconnecting a Network Node and Connections
Validating a Network After Disconnecting a Site
Converting a Quote to an Order to Disconnect a Network Site
Updating Assets After Disconnecting a Network Site
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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
Account Administration Toolkit Business Service Methods
PickAccount Method
SetPrimary Method
AssociateAccountToUser Method
EstablishMtoM Method
Invoke BC Method
Complex Product AutoMatch Business Service Method
Compound Product Validation Engine Service Methods
Find Future Date Method
Validate Method
Format Violation Method
VORD Projected Asset Cache Service Methods
Initialize Method
Query Method
Reset Method
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Adding or Removing ABO and MPT User Interfaces
Asset-Based Ordering User Interface Controls
Non-Asset Based Ordering User Interface Controls
Multiple Price Types User Interface Controls
Non-Multiple Price Types User Interface Controls
Non-Multiple Price Types eSales Views
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