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Siebel Order Management Guide > Setting Up Order Management > The Process of Setting Up Order Management >
Setting Up Activity Plan Templates
In Siebel Order Management, activity templates are useful to itemize the activities that should occur after an order for a particular product is placed or filled. For example, when a product requires installation, you want to make arrangements for the installation when the order is placed.
Activity templates are typically created by an administrator, so that they are available when a sales administrator or call center agent creates an order.
The steps below describe how to create an activity template. For how to associate a template with an order, see Associating an Activity Plan or Activity with an Order.
To create an activity plan template
- From the application-level menu, select View > Site Map > Application Administration > Activity Templates.
- In the Activity Plan Templates list, add a new record.
- In the Template form, complete the fields.
- Enter a name for the template.
- In the Type field, choose the type Order Entry - Line Items.
- Enter a template description.
- In the Auto Trigger field, select the check box, if appropriate.
This check box provides the activities from this template to a sales stage, when the sales stage is set for an opportunity.
- Select the Public check box if the activity plan may be used by others not on your team.
- Click the Activity Template Details view tab.
- In the Activity Template Details list, add a new record for each required activity, choose an activity type, and then complete the other necessary fields.
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Siebel Order Management Guide Published: 18 April 2003 |