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Siebel Order Management Guide > Overview of Order Management > Basic Concepts for Asset-Based Ordering >
Customer Profile
When you have asset-based ordering turned on in Siebel Order Management, end users have access to two views on the Accounts screen that display a customer's profile:
- Account Summary. Gives general information about the customer's account.
- Installed Assets. Lists all installed assets for the account. Installed assets can include both products and services. A line item from an order becomes an installed asset if it is marked as a trackable asset in the product record.
When these views are used with the automated asset-based order workflows, the amount of time to create quotes, orders, and asset records is reduced because many tasks are automated.
The customer's profile allows the end user to:
- See all the quote and orders for a customer.
- In the Installed Assets list, drill down into each item for additional detail about an asset.
- From the Installed Assets list, start the quote-order process for a new item or service or start the process to modify an existing asset. When the user clicks New, the Quote Line Item list displays.
Figure 3 shows the Account Summary view, including the Installed Assets List, and lists of quotes and orders for the account.
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Siebel Order Management Guide Published: 18 April 2003 |
