Siebel Order Management Guide Addendum for Industry Applications > Effects of Order Management >

Effects of Order Management on Fields and Functions

This section describes the effects of Siebel Customer Order Management on fields and functions in the following screens:

Product Administration

Products are defined in Product Administration > Products. Several new fields have been added to the product record that are specific to order management. Fields added to the product record for order management are listed in Table 3.

Table 3. Fields Added to the Product Record by Order Management
Field
Function
Service Instance
This check box designates the product as a service item.
Customer-facing applications use this flag during check-out to request additional information about the account. Anonymous users cannot place orders containing products marked as a service instance. To order these products, anonymous users must create and account by registering.
Service Instance is also used to identify the products that display in the Trouble Tickets Service Instance field.
Track as Asset
This check box causes the Order To Asset workflow to copy the item to the asset table. Items in this table display as customer assets in the Service Items or Billing Items applet. These applets list the assets that the customer has purchased. Asset tracking may not be suitable for some items. For example, usage-based products like Excess Minutes or Installation charges may not be tracked as assets.
Price Type
Required. The menu choices are One-Time, Recurring, and Usage.
Select One-Time if you charge the customer only once for the product. For example, you would select One-Time for hardware products that the customer purchases. Items in this category are totalled in quotes and orders as non-recurring charges (NRCs).
Select Recurring if you periodically charge the customer for the product. For example, you would select Recurring for a product that is a monthly service. Items in this category that have the Per Month unit of measure are totalled in quotes and orders as monthly recurring charges (MRCs). No other unit of measure is totalled in quotes and orders.
Select Usage if you bill the customer based on amount of usage for a product. For example, you would select Usage for electrical service billed by kilowatt hour of usage. This price type is for information only and is not used in any price computations.
Ship
This check box designates the product as one that must be shipped to the customer.
UoM
Unit of Measure. This menu provides a variety of choices such as per Month, Pound, Day, Case, Dollar, and Dozen.
Per Month is the only unit of measure for which subtotals and totals are provided in quotes and orders. Other unit of measure totals can be configured using Siebel Tools.
The UoM that can be selected is determined by price type. For example, if the price type is Recurring, only the per Day, Month, Year and so on. units of measure can be selected. You can add additional units of measure in the Applications Administration screen.

NOTE:  Use caution when restructuring customizable products that are in use. If you regroup product components under different relationships in a customizable product, there will be conflicts between the new version of the customizable product and existing transaction data in quotes, orders, and assets.

Quotes

The following changes have been made to the Quotes screen.

Orders

The following changes have been made to the Orders screen.

Opportunities

The following changes have been made to the Opportunities screen.

When the user clicks Update Opportunity in Quotes > Quotes, the revenue associated with the quote is transferred to the opportunity listed in the quote's Opportunity field. In Opportunities > Opportunities, the user can display the opportunity and view the total revenue that has been transferred from Quotes. The user can also display all the line items contributing to total revenue.

Revenue is computed and displayed in Opportunities differently. The following process describes the steps in how revenue is generated from a quote:

  1. Items with the One-Time price type are added together. Each item is then displayed separately in Opportunities > Revenues.
  2. The price of each item that has the Recurring price type is multiplied by a designated number of periods (occurrences). For example, an item is priced at $10 per month. If that item is typically purchased for one year, the number of occurrences associated with that product should be set to 12, so the revenue for this item is $120.

    3. NOTE:  You can change the number of occurrences used to compute the revenue in one of two ways:

    You can define the number of periods used to compute revenue for an item by entering a number in the # of Occurrences field in the Item's product record. This is useful when the company changes the way in which a product is sold—for example, if the default length of the contract is changed from one to two years. (You edit product records in Product Administration > Products.)

    You can also define the number of periods in the # of Revenue Occurrences field in Quotes > Line Item Detail. This is useful when a particular customer purchase is for a different number of periods than is usual.

  3. Items with the Recurring price type are added together. Each item is then displayed separately in Opportunities > Revenues.
  4. The two price type subtotals are added together. When the user selects Update Opportunity in the Opportunities > Revenues drop-down menu, the total is displayed in the Revenue field in Opportunities > Opportunities.

The amount of revenue contributed by each item is displayed in
Opportunities > Revenues. Items with the One-Time price type display only once. Items with the Recurring price type display once for each unit of measure (per week, month, and so on.). For example, if an item's revenue is computed using a period of 12 months, there is a separate line item for each month.


 Siebel Order Management Guide Addendum for Industry Applications 
 Published: 18 April 2003