Siebel Order Management Guide > Overview of Order Management >

Roadmap for Working with Order Management

To set up and work with Siebel Order Management, perform the following processes and tasks:

• Setting Up Order Management. The process of setting up order management includes setting up customer accounts and contacts, creating records for sales people, defining products, setting up pricing structures, and developing a catalog of products and services.

  For more information, see Setting Up Order Management.

• Integrating Order Management with Third-Party Applications. As part of setting up Siebel Order Management, you integrate it with third-party applications that integrate quotes and orders with the back office, check product availability to promise, and check customer credit.

  For more information, see Integrating Order Management with Back-Office Applications.

• Working with Quotes and Orders. After setup and integration are complete, end users can create quotes and orders in several ways, depending on business need. A sales representative can create an opportunity and use it to generate a quote, can create a quote directly, or can create an order directly, without an opportunity or a quote. A sales representative can also add line items to the quote or order in different ways, depending on whether the user knows the product number, wants to browse through a catalog, or wants assistance selecting the product from Advisor.

  For more information how end users can work with quotes and orders, see Creating a Quote or Sales Order Working with Quotes and Working with Sales Orders.

• Working with Asset-Based Ordering. If you use asset-based ordering, your Siebel application can be configured to create an Asset record when an order is placed. You can then create quotes and orders based on these assets. Because asset-based ordering features are workflow-based, they can be customized to meet the specific needs of your company.

  For more information about asset-based ordering, see Using Asset-Based Ordering and Workflow Reference for Employee Asset-Based Ordering.