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Setting Up Service Charges for Products


Service charges are onetime charges that the customer incurs when the customer suspends, resumes, moves, or cancels service. Products that represent service charges can originate in the billing and revenue application. Product managers can add a service charge product to the catalog, and then associate this service charge product with another product and an order type. When a user creates an order or quote for that other product and that order type, the service charge product is automatically included in the order or quote. Product managers can add service charge products to price lists in the same way that they add other products to price lists. They can also use pricing policies to determine the price of a service charge product based on the data in an order or quote.

For example, if customers are charged a service fee for suspending DSL service, then the product manager can add a DSL-Suspend Service Charge product to the catalog, and then associate this new product with the DSL product and a Suspend order type. The product manager can then add this new product to the price lists. When a user suspends the DSL asset for the customer and consequently creates a Suspend order for the DSL product, the DSL-Suspend Service Charge product is automatically included as a line item in the order. The Related Service field of this line item has the DSL product to indicate that the DSL - Suspend Service Charge product is related to the DSL product.

Before you complete the procedure in this topic, you must add the service charge product to the catalog. For information about adding products to the catalog, see Siebel Order Management Guide.

To set up service charges for products

  1. Navigate to the Administration - Product screen, then the Products view.
  2. Click the Name field of the product for which you want to set up a service charge product.

    The form for the Product displays.

  3. Click the Recommendations tab to display the Related Products list.
  4. Add the service charge product to the Related Products list and complete the necessary fields. Some fields are described in the following table.
    Field
    Comments

    Product

    The name of the service charge product.

    Relation

    The relation of the service charge product to the product. Select Service Charge in this field.

    Description

    A description of the service charge product.

    Effective Start Date

    The date on and after which users can include the service charge product in an order or quote.

    Effective End Date

    The date after which users cannot include the service charge product in an order or quote.

    Order Type

    The type of order to which the service charge product applies. Values include:

    • Suspend. These orders suspend service for an asset. The order line items have an Action field of Suspend.
    • Resume. These orders resume service for an asset after suspension. The order line items have an Action field of Resume.
    • Move. These orders transfer service for an asset from one location to another location. The order line items for the asset at the new location have an Action field of Add, and the order line items for the asset at the previous location have an Action field of Delete.
    • Cancellation. These orders disconnect service for an asset. The order line items have an Action field of Delete.

    Order types for activation and installation are not available because these services are generally component products for the service products to which they apply.

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