Siebel Order Management Guide Addendum for Industry Applications


Introduction

How This Guide Is Organized

Revision History


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Overview of Order Management

Order Management for the Service Industry

What's New in this Release?

Basic Concepts of Order Management

Customer Service Profile

Products and Assets

Multiple Price Types and Multiple Totals

Multiple Price Types and Totals in Opportunities

Quotes and Orders

Auto Match

Activating Workflows for Order Management


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Effects of Order Management

Effects of Order Management on CME Applications

Effects of Order Management on Fields and Functions

Effects of Order Management Siebel eConfigurator (Server-Based)

Effects of Order Management on Siebel eConfigurator (Browser-Based)

Effects of Order Management on Siebel eAdvisor

Effects of Order Management on Siebel ePricer


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Employee Use of Order Management

Business Scenario for Employee Order Management

Setting Up a Product with Recurring Prices

Creating a Quote (End User)

Creating a Quote That Modifies a Service Asset (End User)

Ungrouping Quote Line Items (End User)

Editing Quote Line Items (End User)

Updating an Opportunity From a Quote (End User)

Converting Quotes to Orders (End User)

Editing Order Line Items (End User)

Submitting an Order (End User)

Revising a Submitted Order (End User)

Modifying the Service Profile (End User)

Disconnecting an Installed Service Asset (End User)

Moving a Service to Another Location (End User)


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Workflows for Employee Ordering

Generating Revenue Line Items for an Opportunity

Ungrouping Quote Line Items

Editing Quote Line Items

Converting a Quote to an Order

Editing Order Line Items

Submitting an Order

Applying an Order to the Service Profile

Modifying the Service Profile

Redisplaying the Service Profile

Modifying a Service Item

Disconnecting a Service Item

Transferring a Service to Another Location


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Customer Use of Order Management

Business Scenario for Customer Order Management

Creating a New Account (End User)

Creating New Addresses for an Existing Account (End User)

Adding Items to a Shopping Cart (End User)

Customizing an Item (End User)

Revising the Contents of the Shopping Cart (End User)

Adding Bulk Items to the Shopping Cart (End User)

Saving a Shopping Cart as a Quote or Quote Template (End User)

Processing an Order Checkout (End User)

Converting a Quote to an Order (End User)

Adding Quote Template Items to the Shopping Cart (End User)

Entering Shipping Information (End User)

Using Payment Methods (End User)

Reviewing and Submitting an Order (End User)

Revising an Order (End User)

Modifying an Order (End User)

Disconnecting an Order (End User)


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Workflows for Customer Ordering

Processing an Order Checkout

Ungrouping Quotes

Ordering a Saved Quote

Editing a Delta Quote Line Item

Revising an Order

Rejecting an Order

Modifying Products and Installed Assets

Disconnecting Products and Services


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Order Management in Siebel PRM

About Order Management in Siebel PRM

Business Scenario for Partner Order Management

Standard Partner Commerce Order Management

Standard Partner Commerce Quote Management Procedures

Standard Partner Commerce Order Placement Procedures

Standard Partner Commerce Change Order Procedures

Power Partner Commerce Order Management

Partner Relationship Management Application Workflow Processes


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Business Service Methods Reference

Product Manipulation Toolkit Business Service Methods

User Properties used by PMT Methods

Delta

Apply

Trim

Explode

Explode Siebel Object

Find Orders

Logical Delete

Assign New Service IDs

Convert Product Instance

Get Instance

Get Profile Attribute

Is Fully Exploded

Is Module Licensed

Merge

Quote To Revenue

Reconfigure Product Instance

Reset

Retrieve Next Object From List

Set Action

Set Exception Error Message

Set Field Value

Set Multiple Field Values

Set Output Header

Set Product Instance

Set Profile Attribute

Synchronize

Update Multi Object List

Update Order Line Item Completed Flag

Get Cfg Button Click Information

Refresh Business Component

Invoke BC Method

Order Entry Toolkit Business Service Methods

CreateAccount

CreateOrder

GetBCCount

GotoView

SelectPrimary

SetLIAccounts

SubmitOrder

ValidatePayment

ValidateQuote

ViewCart

Account Administration Toolkit Business Service Methods

PickAccount

SetPrimary

AssociateAccountToUser

EstablishMtoM

Invoke BC Method

Complex Product AutoMatch Business Service Method


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Adding or Removing ABO and MPT User Interfaces

Asset-Based Ordering User Interface Controls

Non-Asset Based Ordering User Interface Controls

Multiple Price Types User Interface Controls

Non-Multiple Price Types User Interface Controls

Non-Multiple Price Types eSales Views

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