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Roadmap for Setting Up Order Management

There are some tasks that all users perform to set up order management, and there are some additional tasks that you might need to perform depending on your business model.

Required Tasks

To set up order management, all users perform the following tasks:

  1. Activating Workflows for Order Management. Some order management functionality is based on Siebel Workflows. You must activate these workflows.
  2. Setting Up Accounts and Contacts for Order Management. Accounts are used in many quote and order entry tasks, such as selecting the billing and shipping address. When you create accounts, enter the contacts associated with each account, which will be the contacts that are available to select in a quote or order for that account.
  3. Setting Up Salespeople. Set up sales people as employees and use Sales Order views to associate them with teams.
  4. Setting Up Products, Pricing, and Catalogs. To make products available in quotes and orders, you must define products, define price lists that assign prices to products, create product catalogs, and make the catalogs available to users.
  5. Setting Up Shipping Information. You can define shipping carriers, shipping methods, shipping terms, and set up shipment freight calculation.
  6. Setting Up Tax Calculations. You can integrate your Siebel application with an external system to calculate taxes due on a quote or an order.
  7. Setting Up Payment Terms and Other Payment Factors. You can customize payment terms, payment methods, accepted credit card types, and other payment-related factors. Credit card processing is handled through implementation with a third-party payment processing system.
  8. Setting Up Integration for Order Management. You must set up integration with third-party applications used for checking credit. You must activate workflows used for integration of quotes and orders with back office applications. For information about setting up integration and activating workflows, see Integrating Order Management with Back-Office Applications.

Optional Tasks

In addition, depending on your business model, you might have to perform some of the following tasks to complete setup of order management.

1 Setting Up Inventory Locations. If your business model allows orders to specify that products are shipped from a particular inventory location, you must set up inventory locations.
  1. Setting Up Order Types. If you want to use different order types than the default types, you must set up order types.
  2. Defining Order Statuses. If you want to use different statuses types than the default types, you must set up order statuses and use the state model to set up rules for modifying orders with each status.
  3. Creating Product Selection Favorites. You can create groupings of products that your users will frequently add to orders.
  4. Setting Up Activity Plan Templates. You can create templates of activities that are carried out when particular products are ordered. For example, you can indicate all the installation activities required for a particular order.
  5. Letting Users Create Quotes and Orders from Accounts and Contacts. There are additional workflows you can activate to allow users to create quotes and orders from the Accounts and Contacts screens.
  6. Setting Up Availability to Promise. You can integrate your Siebel application with a back-office system to check availability of certain products.
  7. Customizing the Sales, Quote, and Order Processes. You can customize the processes that employee end users will follow to order products and services. You can use Siebel Business Processes to automate many of the steps in your business processes, and you can customize the predefined business processes.
  8. Setting Up Asset-Based Ordering. If you want to use asset-based ordering, you must perform additional setup tasks.
  9. Setting Up Data Validation. If regulatory agencies or internal processes and procedures require you to verify the quality and accuracy of your transactions, you can set up data validation. For more information, see Siebel Order Management Infrastructure Guide.
  10. Setting Up Recommendations. You can display up-sell recommendations, cross-sell recommendations, and other recommendations to customers when they select products. For more information, see Setting Up Product Recommendations.
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