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Quote and Order Concepts in Asset-Based Ordering

This section describes quote and order concepts that are useful for understanding asset-based ordering.

New Quotes and Orders

In asset-based ordering, new quotes and orders are those that identify products and services that are first-time acquisitions for a customer or that are repeat orders such as additional software licenses.

After being processed and fulfilled, new quotes and orders result in new assets that become part of a customer's profile. A line item from an order becomes an installed asset if it is marked as a trackable asset in the product record.

Delta Quotes and Delta Orders

A delta quote or order is usually initiated when the customer asks to make a change to an existing product or service.

For example, the local telephone company provides local phone service to a residential customer. After the service has been installed, customers may want to make additions and changes to the services they receive, such as adding call waiting or changing the number to call when forwarding a call.

Each of these changes is a delta (or change) of the current asset. When the customer inquires about them, the salesperson issues a delta quote for the change. After the customer accepts the delta quote, it becomes a delta order.

When asset-based ordering is not turned on, you can create delta quotes and delta orders, but the result is simply to add the product difference to your quote or order, linking the delta quote or order into the overall quote-order-asset process.

Quote-to-Order Explode Functionality

With asset-based ordering, when a quote is converted to an order, line items with a quantity greater than one can be exploded, so that multiple quantities of an item become individual line items. Each line item becomes an individual asset when the order is fulfilled.

You can turn the Explode functionality on or off, depending on your business needs. For more information, see Turning On the Explode Capability.

Multiple Open Orders

Multiple orders may be in progress for a particular customer or even a particular service item at any given time.

One benefit of having multiple open orders is that when a customer places an order and then reconsiders and requests different options before the order has been fulfilled, both requests can be placed, tracked, and addressed appropriately.

Modify Order

A modify order is an order that modifies an asset. When a modify order is placed, it does not modify the asset listed in the customer's profile, because it has not been fulfilled yet. The customer profile is only changed when the order is fulfilled.

Auto Asset Button

You may see an Auto Asset button on the Orders screen. This button is used for demonstration purposes, to show how order line items can be converted into assets that display in the Service Items view of the customer's service profile.

In actual deployments, a workflow is used to create assets automatically from completed order line items, so this button is not used.

Action Codes

New action codes for line items on quotes and orders help to keep track of changes made through Modify Orders and Supplemental Orders. These codes are New, Modified, Existing, and Deleted. They appear next to line items on quotes and orders to show which items will be affected, and which will not.


 Siebel Order Management Guide 
 Published: 18 April 2003