Bookshelf Home | Contents | Index | PDF |
Siebel Order Management Guide > Using Asset-Based Ordering > Modifying the Service ProfileWith asset-based ordering, employee end users use the Account Summary or Contact Summary view to access the service profile and to work with quotes and orders. End users can also access an account's service profile in the Billing Item and Installed Asset views. NOTE: There is an Accounts view labeled Service Profile, but it is used primarily in Field Service. It does not display the customer's service profile that is used in asset-based ordering. There are several ways to modify the service profile of a customer:
If a quote is generated by any of these methods, the service profile will be updated when the quote and subsequent order are fulfilled. This is typically done in one of two ways:
Preconfigured, an Auto-Asset button can be used to update the service profile from a completed Order. However, when one of the two methods above is implemented, the integrator usually removes the Auto-Asset button. If the Auto-Asset button has not been removed, the end user can use the following procedure. To modify the service profile using Auto-Asset
|
Siebel Order Management Guide | Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |