Siebel Order Management Guide Addendum for Industry Applications > Order Management in Siebel PRM > Standard Partner Commerce Order Management >

Standard Partner Commerce Order Placement Procedures

This section provides instructions for the following Customer end user tasks:

Converting a Quote to an Order

The user converts a quote to an order by retrieving a quote from My Quotes and transferring it to the shopping cart. This removes the quote from My Quotes.

If the quote has not expired, the items in the quote are transferred to the shopping cart and the check out process starts. If the quote has expired, the Siebel application does the following:

To convert a quote to an order

  1. In the Partner Portal, click Quotes.
  2. In the Quotes screen, click My Quotes or My Customer Quotes to retrieve the appropriate account quote.
  3. In the My Quotes or My Customer Quotes list, select the quote.

    4. In the Quote view, verify that the quote contains all the items that you need, and that customizable items are configured correctly.

  4. Click Order.

    5. If the quote contains items that will be shipped, the Shipping Information view appears for you to select the shipping address.

    If you have not yet set up a payment method, the Payment Method view appears.

Processing an Order Checkout

When the user converts the shopping cart to an order, the Siebel application does the following:

This procedure uses the following workflows, which are described in Processing an Order Checkout:

To check out an order

  1. Navigate to the Shopping Cart.
  2. Verify that the shopping cart contains all the items you want to purchase. Also verify that customizable items are configured correctly.
  3. Click Check Out.

    4. If the shopping cart contains items that will be shipped, the Shipping Information view appears for you to select the shipping address.

    If you have not yet set up a payment method, the Payment Method view appears.

  4. In the Payment Method form, either enter a credit card and click Continue, or click Bill Me.

    5. If you select the Bill Me option, you must enter a specific billing address.

Adding Quote Template Items to the Shopping Cart

The user can add items in a quote template to the shopping cart. These items can be the only items in the shopping cart or can be added to a shopping cart that already contains items.

To add quote template items to the shopping cart

  1. Log in to Partner Portal and click Quotes.
  2. In the Quotes list, click My Templates.
  3. In the Template list, locate the quote template and click in the Name field.
  4. In Template Items, delete any items from the quote template or change item quantities, if necessary.
  5. In Template, click Order Template.

    6. The Shopping Cart appears, and contains the items from the quote template. Siebel eSales updates prices for these items to current prices.

  6. Click Check Out.

    7. If the shopping cart contains items that will be shipped, the Shipping Information view appears for you to select the shipping address.

    If you have not yet set up a payment method, the Payment Method view appears.

Entering Shipping Information

If an order contains items that are to be shipped, the Siebel application verifies that a complete shipping address exists. If not, the user must enter shipping information.

To enter shipping information

  1. In Shipping Information, click Edit Shipping Details.
  2. Select the recipient and shipping method, and then click Save.
  3. Click the record's edit button to edit the address.
  4. In the Select Shipping Address form, edit the address and click Save.
  5. To create a new shipping address, click Add, fill out the address form, and click Save.
  6. In the Select Shipping Address form, click Save.

    7. The Payment Method view appears.

Using the Credit Card Payment Method

This section explains how to use the Credit Card Payment Method.

To use the credit card payment method

  1. In the Payment Method form, enter credit card information.
  2. Enter the billing address.
  3. To erase the form and start again, click Reset.
  4. After entering all the information, click Continue.

    5. The Order Summary appears.

Using the Bill Me Payment Method

This section explains how to use the Bill Me Payment Method.

To use the Bill Me payment method

  1. In the Payment Method tab, click Bill Me.

    2. The Billing Information view appears.

  2. In Select Billing Address, locate the billing address.
  3. In the address Select field, click Select.

    4. The Order Summary appears and contains the billing address.

Using the Billing Account Payment Method

This section explains how to use the Billing Account Payment Method.

To use the Billing Account payment method

  1. In the Payment Method form, click the Billing Account select button.

    2. The Pick Billing Account dialog box appears.

  2. Select the billing account and click OK.

    3. The Order Summary appears, showing the billing address.

Using the Purchase Order Method

For information about this activity, see Siebel eSales Administration Guide and Siebel eSales Administration Guide Addendum for Industry Applications.

Reviewing and Submitting an Order

This section explains how to review and submit an order.

To review and submit an order

  1. Log in to Partner Portal and click My Account.
  2. In the My Information list, click My Orders.
  3. In the My Orders list, select an order with the status Pending.
  4. Review the shipping information, payment information, items requested, and total cost to verify that all information is correct.
  5. Select or confirm the Shipping address.
  6. Click Submit.

Revising an Order

The Customer end user can change an existing order. In this process, the user creates a supplemental order by changing an order that is not yet provisioned.

This procedure uses the workflow CUT eSales - Revise Order Process Workflow, which is described in Revising an Order.

To revise an order

  1. Log in to Partner Portal and click My Account.
  2. In the My Information list, click My Orders.

    3. The My Orders list appears showing your existing orders. This screen is used to select an open order.

  3. Select the appropriate order and click Revise.

    4. The status of the order must be Open.

  4. In the Line Items list, select the item to be revised.
  5. Click Customize.
  6. Change the item and click Checkout.

Selecting Billing and Service Accounts

This procedure allows you to select and view an existing Billing and Service Account.

To select billing and service accounts

  1. In the My Account screen, in the Products & Services list, click Billing Items or Service Items.
  2. When the Billing Item or Service Item screen appears, select the account.

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