A - B - C - D - E - F - G - H - I - L - M - O - P - Q - R - S - T - U - V - W

A

Account Summary view, example (screen capture)   1

accounts

active quote for current account, subprocess workflow   1 ,  2

credit auto-approval limit, changing   1

credit checks, skipping   1

quote, determining if active quote for current account   1

quote, identifying active quote for   1

quotes, developing for   1

setting up, about   1

Accounts screen

customer profile, views used to display   1

quotes and orders, about creating from   1

action codes, about using and list of   1

active quotes

activating current quote, workflow   1

activating, subprocess workflow   1 ,  2

activities

line item, adding to   1

line items, about reviewing and example   1

activity plan templates

creating (procedure)   1

line item, associating with   1

setting up, about   1

activity plans, about reviewing line items and example   1

Adding Revenue method, about   1

Advisor, using to add line items   1

agreement, converting a quote to   1

annual recurring charges, calculation   1

application services interfaces (ASIs)

See also Setting Up Quote and Order ASIs

about and use of   1

extending   1

workflows   1

Apply method

complex order example   1

exception handling   1

hybrid asset order, creating   1

new installation example   1

overview   1

role of service item keys   1

service item unique keys   1

Set Product Instance method, about and arguments   1

updates to absent items   1

updating parent component, example   1

Asset Integration Object Name user property, about   1

asset-based ordering

See also Setup and Use of Siebel Order Management

about and example   1

action codes, about using and list of   1

Auto Asset button, about using   1

basic concepts, about   1

business scenario   1 ,  2

customer profile, role of   1

cycle of events (diagram)   1

delta quotes and delta orders, definition and example   1

exploding and ungrouping, example   1

modify order, about   1

new quotes and orders, about   1

orders, about multiple open orders   1

quote-to-order explode functionality, about   1

workflows, about and types of   1

asset-based ordering, setting up

See also Setting Up Asset-Based Ordering

about   1

asset-based ordering workflows, making desired changes   1

server component parameter, setting   1

tasks. list of   1

workflows, activating   1

assets

See also Workflow to Apply an Order to the Service Profile

completed order line items, creating from workflow   1

complex asset workflow   1

deleting, workflow   1

disconnecting   1

disconnecting selected assets, workflow   1

hybrid asset order example, Apply method   1

increasing quantities, example   1

modifying attributes, workflow   1

modifying, about   1

orders. applying to open and pending to asset workflow   1

order-to-asset process, workflow   1

quotes, using to modify   1

reconfiguring   1

updated asset, method   1

assets, Delta method

See also Delta Method

adding copies of asset example   1

asset generation example   1

disconnecting an asset example   1

overview   1

Assign New Service IDs method, about and arguments   1

ATP (availability-to-promise) software

See ASIs for Order Management

ATP Action Parameter, setting in the Quote and Order business component properties   1

ATP ASI Testing script, about   1

Attribute Integration Component Name user property, about   1

Attribute Item Map user property, about   1

Auto Asset button, about using   1

Auto Asset feature, using to modify service profile   1

AutoQuote feature, using from an opportunity   1

availability checking

ASIs, extending   1

ATP ASI testing script, about   1

availability fulfillment methods, checking   1

availability information, preventing rollup   1

extension of returned data, about   1

external ATP Check business service user properties, verifying   1

Quote and Order business component properties, setting the ATP Action Parameter   1

UI terms, customizing   1

Web services, configuring   1

availability fulfillment methods, checking   1

Availability Information Rollup, disabling   1

availability summary date, turning off computation of   1

availability-to-promise (ATP) software

Application Services Interfaces, about   1

ASIs, extending   1

Availability Information, disabling   1

credit card payments, authorizing and settling   1

credit card payments, authorizing manually   1

item availability, about checking   1

payment history, checking   1

payments, approving   1

payments, changing status of   1

payments, viewing   1

purchase order, checking credit for   1

quote or order, checking and reserving items   1

quote or order, unreserving items   1

refunds, entering   1

setting up, about   1

splitting items to accommodate different requested dates   1

UI customizations, optional   1

Back to top

B

Billing Account field, about using to roll down values   1

Browse Catalog feature, using to add line items   1

Business Component-based method, about using to invoke method from workflow   1

Business Process Designer, about using to modify the order management process   1

business services, administrator procedures

FINS Validator service, about invoking from a workflow   1

FINS Validator service, invoking from a Runtime event   1

validation history, viewing   1

validation rule set, importing and exporting   1

validation rule set. about defining   1

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C

Calculate Taxes button, using to calculate taxes   1

Cancel button, about Get Cfg Button Click Information method   1

carriers

costs, about impacting   1

field, described   1

cart, about ViewCart method   1

catalogs

browsing to add line items   1

deals, viewing   1

employees, about assigning to   1

product catalogs, about setting up   1

charts

quotes, displaying charts analyzing quotes   1

quotes, list of charts used to analyze   1

checks, Payment Detail Field for (table)   1

component quantity edits, about making   1

contacts

quotes, developing for   1

setting up, about   1

Contacts screen, about creating quotes and orders from   1

Convert Product Instance method, about and arguments   1

CreateAccount method

about and arguments   1

user properties   1

CreateOrder method, about and arguments   1

credit auto-approval limit, changing   1

credit cards

authorization and verifications   1

credit card types, about   1

credit card types, adding new types   1

payment type, adding   1

payments, authorizing and settling   1

payments, authorizing manually   1

processing, about and integration with third-party systems   1

credit checking

credit auto-approval limit, changing   1

credit check interface request (ASI), extending   1

customizing credit checks   1

employees, restricting which can administer   1

purchase order credit checking   1

setup procedures, required   1

skipping credit checks   1

software, integration overview   1

turning off   1

user properties, modifying   1

Web services, configuring   1

workflow processes, activating   1

customer confirmation workflows   1

customer order management

See Setup and Use of Siebel Order Management

customer profile

Account Summary view example (screen capture)   1

using, about   1

views used to display   1

customer service profile, about updating   1

customers

acknowledgements, about setting up workflows   1

product availability, checking   1

customizable products, editing order line items   1

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D

daily recurring charges, calculation   1

deals, reviewing   1

deleting

line items from orders or quotes   1

validation rule set, about   1

delivery method, about impacting costs   1

Delta Line Item Compare Field user property, about   1

Delta method

action types   1

asset generation example   1

delta orders, detailed description   1

disconnecting an asset   1

increasing quantities of asset component   1

preinvocation and processing   1

product structure changes, identifying (example)   1

role of service item keys   1

Set Product Instance method, about and arguments   1

updating an asset, example   1

Delta Order button, about disabling   1

delta orders

definition of and example   1

Delta Quote button, about disabling   1

delta quotes

asset generation example   1

definition of and example   1

disconnecting an asset example   1

edit asset, workflow   1

ignoring invalid instruction   1

update to absent item   1

updating parent component   1

Delta XA Compare Field user property, about   1

Determining Annually Recurring Charges method   1

Determining Daily Recurring Charges method   1

Determining Frequency of Revenue Line Items method   1

Determining Monthly Recurring Charges method   1

Determining Number of Revenue Items method   1

Determining Quarterly Recurring Charges method   1

Determining Revenue Amount method   1

Determining Revenue Dates method   1

Determining Weekly Recurring Charges method   1

disconnecting assets, workflow   1

discounts

default discount, applying to line items for a quote   1

head-level discount percentage, adding to an order   1

line items, spreading across   1

manual discount, about applying   1

manual discount, applying to entire quote or order   1

manual discount, applying to individual line item   1

price list, about offering   1

Done button, about Get Cfg Button Click Information method   1

Back to top

E

employee order management

asset, disconnecting   1

asset, using quote to modify   1

order line items, editing   1

orders, revising submitted orders   1 ,  2 ,  3

orders, submitting   1

quotes, converting to orders   1

quotes, creating new quote   1

quotes, updating an opportunity from   1

service profile, about updating   1

employees

catalogs, about assigning to   1

credit checking, restricting which can administer   1

error message, about Set Exception Error Message method   1

Explode method

copying components example   1

excluded columns   1

overview   1

Explode Siebel Object method

about and arguments   1

user properties, list of   1

exploding

Explode method, about and arguments   1

Explode Siebel Object method, about and argument   1

Is Fully Exploded method, about using   1

quote-to-order explode functionality, about   1

External ATP Check business service user properties, verifying   1

External Credit Check ASI user properties, verifying   1

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F

failed items, eliminating (example)   1

Find Orders method, about and arguments   1

FINS Validator service

Runtime event, defining   1

validation history, viewing   1

workflow, about invoking from   1

forecast, including quote items in forecast   1

fulfillment system

See also Process of Setting Up Third-Party Product Availability Applications

credit card payments, authorizing manually   1

credit card payments. authorizing and settling   1

items, about reserving   1

payment history, checking   1

payments, approving   1

payments, changing the status of   1

payments, viewing   1

purchase order, checking credit for   1

quote or order, checking and reserving items   1

quote or order, unreserving items   1

refunds, entering   1

splitting items to accommodate different requested dates   1

fulfillment system, integration

See also Process of Setting Up Third-Party Product Availability Applications

availability-to-promise software, integration overview   1

functional workflows, about   1

Back to top

G

Get Cfg Button Click Information method, about and arguments   1

Get Instance method, about and arguments   1

Get Order Status ASI, about workflow   1

Get Profile Attribute method, about and arguments   1

GetBCCount method, about and arguments   1

GotoView method, about and arguments   1

Back to top

H

Header Detail form, example of data used for line items   1

Header Details form, about providing order information   1

Header Integration Component Name user property, about   1

Header Map user property, about   1

header-level discount percentage, adding to an order   1

Back to top

I

installed assets

customizable products, reconfiguring   1

disconnecting   1

quotes, using to modify   1

using quotes to modify   1

integration

See also Basic Concepts of Order Management

information on   1

workflows, about setting up and activating   1

integration ID, definition of   1

integration object

See also Merge Method

Merge method, about using to merger components   1

Update Multi Object List, about and arguments   1

integration, preparing for

See also ASIs for Order Management

Application Services Interfaces (ASIs), about and use of   1

ASI Integration Points in the Ordering Process (diagram)   1

ASIs, extending   1

Availability Information Rollup, disabling   1

availability-to-promise (ATP) software, overview   1

purchase order credit checking applications, about   1

quote and order ASI, setting up   1

strategy   1

UI customizations, optional   1

Internal order type, about   1

invalid instructions, ignoring (example)   1

inventory locations, about setting up   1

Invoke BC method, about and arguments   1

Is Fully Exploded method, about and arguments   1

Is Module Licensed method, about and arguments   1

Back to top

L

licensed, Is Module Licensed method   1

life cycle diagram, order management   1

Line Item Detail form, price and discount fields for line items (table)   1

Line Item Integration Component Name user property, about   1

Line Item Map user property, about   1

line items

deleting from orders or quotes   1

renumbering   1

splitting to accommodate different requested dates   1

Line Items list, price and discount fields for line items (table)   1

Logical Delete method, about and arguments   1

LOV (lists of values), table   1

Back to top

M

mailing address, defining for check payment   1

manual discount

applying, about   1

default discount, applying to line items for a quote   1

individual line item, applying to   1

line items, spreading across   1

quote or order, applying to   1

Merge method, about and arguments   1

modify order, about   1

monthly recurring charges, calculation   1

More Info form, about providing order information   1

multiple-quantity products, exploding and ungrouping   1

Back to top

O

OET

See Order Entry Toolkit Business Service Methods

opportunities

AutoQuote, using   1

quotes, developing from   1

quotes, updating from   1

revenue, transferring from quote to   1

order ASIs

order management processes, overview   1

Web services, setting up   1

workflows, activating   1

Order business component property, setting the ATP Action Parameter   1

Order Detail view, about header summaries   1

Order Entry Toolkit business service methods

about and table   1

CreateAccount method   1

CreateOrder method   1

GetBCCount method   1

GotoView method   1

SelectPrimary method   1

SetLIAccounts method   1

SubmitOrder method   1

ValidatePayment method   1

ValidateQuote method   1

ViewCart method   1

Order Header Details form   1

Order header summary form, about providing order information   1

Order Integration Object Name user property, about   1

Order Item Processed Flag, setting the root order line item   1

order line items

assets, about using Auto Asset button to convert to   1

editing   1

editing workflow   1

order management

See also Order Entry Toolkit Business Service Methods

basic concepts   1

business scenario   1

end user business scenario   1 ,  2

functional overview   1

life cycle diagram   1

life cycle tasks, list of   1

order management, setting up

See also Setting Up Accounts and Contacts for Order Management

accounts and contacts, setting up   1

activity plan templates, about setting up   1

activity plan templates, creating (procedure)   1

asset-based ordering, setting up   1

credit card authorization and verifications   1

credit card processing, about and integration with third-party systems   1

credit card types. about   1

employees, about assigning catalogs to   1

integration, about setting up and activating workflows   1

inventory locations, setting up   1

lists of values (table)   1

mailing address, defining for check payment   1

order statuses, defining   1

order types. about setting up and initial order types (table)   1

payment methods, defining new methods   1

payment terms, defining   1

price list, setting up   1

product catalogs, about setting up   1

product selection templates, creating   1

products, about checking availability of   1

products, setting up   1

quotes and orders, about creating from accounts and contracts   1

salespeople, setting up   1

shipping information, about setting up   1

Siebel Tools, using to configure screens   1

tasks, list of   1

tax calculations, setting up   1

workflows, new or modified   1

order status

defining   1

updating, integration overview   1

order submission, integration overview   1

order template, setting up   1

order types

new order type, defining   1

setting up, about and initial order types (table)   1

Order Web service

inbound, setting up   1

outbound, setting up   1

orders

See also Letting Users Create Quotes and Orders from Accounts and Contacts

accounts and contracts, creating from   1

action codes, about and list of   1

approvals, about setting up workflows   1

asset, applying open and pending orders to selected asset   1

asset-based ordering, about using in   1

defined   1

end user's, about working with   1

fulfillment status, about checking   1

Get Order Status ASI workflow, about   1

modify order, about   1

multiple open orders, about   1

order confirmation, sample workflows   1

product selection methods   1

quotes, converting to   1

revising submitted orders   1 ,  2 ,  3

revising, about   1

service and billing account fields, filling   1

Submit Order Status ASI workflow, about   1

submitting   1

submitting workflow   1

orders, creating

See also Working with Payment Information for Quotes or Orders

about and tasks   1

availability, checking and reserving items   1

catalog, browsing to add line items   1

components, about changing quantities   1

items, about reserving   1

line items, deleting   1

package container line item, adding   1

package, adding a product to   1

payment information, entering for   1

product, adding using Add Items   1

products, adding one at a time   1

products, customizing   1

quote, converting to an order   1

renumbering line items   1

requested dates, splitting items to accommodate   1

service product, adding to   1

shipping information, adding   1

ship-to address, varying   1

Siebel Advisor, using to add line items   1

starting an order   1

template, using to add all items   1

template, using to add some items   1

unreserving items   1

write-in products, adding   1

orders, working with

See also About Orders

activity plan template, associating with a line item   1

approving   1

existing order, accessing   1

forms, providing basic information about   1

individual activity, adding to a line item   1

order history, viewing   1

order status, checking   1

order, submitting   1

returns, processing   1

revising   1

Order-to-Asset process

Apply method, about and arguments   1

orders, applying active and unprocessed to asset   1

service order to asset workflow   1

orphaned items, eliminating (example)   1

Back to top

P

package

package container line item, adding   1

package price, defined   1

package, defined   1

product, adding   1

payment method, about ValidatePayment method   1

payments

See also Working with Payment Information for Quotes or Orders

approving   1

history, checking   1

mailing address, defining for check payment   1

methods, list of and example   1

new payment terms, defining   1

payment fields by payment method (tables)   1

payment information, adding for quotes or orders   1

payment methods, defining new payment methods   1

payment terms, changing settings   1

status, changing   1

viewing   1

pending items, eliminating (example)   1

Pending Order, about Submit Order method   1

PMT

See Product Manipulation Toolkit Business Service Methods

price lists, about setting up   1

Pricer, and pricing and discounts   1

pricing

See also Viewing and Recalculating Prices

deals, viewing associated with quote or order   1

default discount, applying to line items for a quote   1

discount, spreading across line items   1

excluding items from repricing   1

header-level discount percentage, adding to an order   1

individual line items, price and discount fields (table)   1

manual discount, about applying   1

manual discount, applying to entire quote or order   1

manual discount, applying to individual line item   1

price list, about adding products to   1

product and pricing administration, about   1

Quote and Order header, showing total price for order or quote,   1

quotes and orders, factors based on   1

recalculating prices, manually   1

recalculating, about when   1

product catalogs

browsing to add line items   1

setting up, about   1

product instance, about Synchronize method and arguments   1

Product Manipulation Toolkit business service

about and table of methods   1

Apply method   1

Assign New Service IDs   1

Convert Product Instance   1

Delta method   1

Explode method   1

Explode Siebel Object   1

Find Orders method   1

Get Cfg Button Click Information method   1

Get Instance method   1

Get Profile Attribute, about and arguments   1

Invoke BC method   1

Is Fully Exploded method   1

Is Module Licensed method   1

Logical Delete method   1

Merge method   1

Quote to Revenue method   1

Reconfigure Product Instance method   1

Refresh Business Component method   1

Reset method   1

Retrieve Next Object from List method   1

Set Action method   1

Set Exception Error Message method   1

Set Field Value method   1

Set Multiple Field Values method   1

Set Output Header method   1

Set Product Instance method   1

Set Profile Attribute method   1

Synchronize method   1

Trim method   1

Update Multi Object List method   1

Update Order Line Item Completed Flag method   1

user properties   1

product selection templates

creating   1

making changes to template   1

private product template, creating   1

quote or order, using to add all items   1

quote or order, using to add some items   1

product structure, identifying changes in, Delta method example   1

products

availability, about checking   1

availability, checking   1

component, deleting   1

components, about changing quantities in customizable product   1

customizing   1

deleting from quote or order   1

forecasting, including quote items in   1

items, about reserving   1

multiple-quantities, ungrouping and exploding   1

package, adding to   1

product and pricing administration, about   1

product selection methods, list of   1

quote or order, checking availability and reserving items   1

quote or order, unreserving items   1

setting up, about   1

smart part numbers, about using to identify products   1

splitting items to accommodate different requested dates   1

write-in products, adding   1

promise, setting up to check availability of   1

purchase order

credit, checking for   1

Payment Detail fields for (table)   1

purchase order credit checking

about   1

ASI for credit check interface request, extending   1

credit auto-approval limit, changing   1

credit check, skipping   1

credit checking, turning off   1

customizing credit checks   1

employees, restricting which can administer   1

setup procedures, required   1

user properties, modifying   1

Web services, configuring   1

workflow processes, activating   1

Purchase Order type, about   1

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Q

quarterly recurring charges, calculation   1

query order status, integration overview   1

quote ASIs

order management processes, overview   1

Web services, setting up   1

workflows, activating   1

Quote business component property, setting the ATP Action Parameter   1

Quote Detail view

header summaries, about   1

Quote Header Summary, about and fields   1

Quote header summary, about and screen example   1

Quote Integration Object Name user property, about   1

quote line items

asset-based ordering, editing   1

SIS OM Edit Delta Quote Line Item workflow, using to edit   1

quote submission, integration overview   1

Quote To Revenue method

adding revenue   1

Determining Annually Recurring Charges   1

Determining Daily Recurring Charges   1

Determining Frequency of Revenue Line Items   1

Determining Monthly Recurring Charges   1

determining number of revenue items   1

Determining Quarterly Recurring Charges   1

determining revenue amount   1

determining revenue dates   1

Determining Weekly Recurring Charges   1

overview and arguments   1

user properties, list of   1

Quote Web service

inbound, setting up   1

outbound, setting up   1

quotes

account, determining if user has active quote for current account   1 ,  2

accounts and contracts, creating from   1

action codes, about and list of   1

activating current quote, workflow   1

active quote, determining for current account   1

approvals, about setting up workflows   1

asset-based ordering, about using in   1

billing items and service items, displaying associated with   1

defined   1

end user's, about working with   1

installed asset, modifying   1

new quote, creating   1

order, about converting to   1

orders, converting to   1

product selection methods   1

quote verifications, about setting up workflows   1

quote-to-order explode functionality, about   1

revenue, transferring to opportunities   1

Submit Quote ASI workflow, about   1

ValidateQuote method, about and arguments   1

quotes, creating

See also Adding Products to a Quote or Order

availability, checking and reserving items   1

catalog, browsing to add line items   1

components, about changing quantities   1

items, about reserving   1

line items, deleting   1

opportunities, generating from (AutoQuote)   1

package container line item, adding   1

package, adding a product to   1

payment information, entering for   1

product, adding using Add Items   1

products, adding one at a time   1

products, customizing   1

renumbering line items   1

requested dates, splitting items to accommodate   1

service product, adding to   1

shipping, adding information   1

ship-to address, varying   1

Siebel Advisor, using to add line items   1

starting a quote   1

tasks, list of   1

template, using to add all items   1

template, using to add some items   1

unreserving items   1

verifying quotes   1

write-in products, adding   1

quotes, working with

agreement, converting to   1

charts analyzing quotes, displaying   1

charts, list of to analyze quotes   1

existing quote, accessing   1

forecast, including quotes in   1

opportunities, updating from quotes   1

order, converting quote to   1

Quote header summary, about and screen example   1

revising a quotes   1

verifying   1

Quote-to-Order process

quotes, converting to orders   1

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R

Reconfigure Product Instance method

about and arguments   1

updated asset, getting   1

user properties   1

recurring charges calculation, Quote To Revenue method   1

Refresh Business Component method, about and arguments   1

refunds, entering   1

renumbering line items   1

Repair order type, about   1

repricing

about automatically   1

excluding items from   1

manually recalculating prices   1

Reset method, about and arguments   1

Retrieve Next Object from List method, about and arguments   1

returns, processing   1

revenue

Quote to Revenue method, about   1

quote, transferring to opportunity   1

revenue methods

Adding Revenue method   1

Determining Annually Recurring Charges   1

Determining Daily Recurring Charges method   1

Determining Frequency of Revenue Line Items   1

Determining Monthly Recurring Charges method   1

Determining Number of Revenue Items   1

Determining Quarterly Recurring Charges   1

Determining Revenue Amount   1

Determining Revenue Dates method   1

Determining Weekly Recurring Charges method   1

revising

order   1

submitted orders   1 ,  2 ,  3

RMA (Return Material Authorization) Advance Exchange order type, about   1

RMA Repair Return order type, about   1

RMA Return order type, about   1

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S

Sales Order button, about using   1

Sales order type, about   1

sales representative

order fulfillment status, about checking   1

order, about revising   1

product availability, checking   1

salespeople, setting up   1

Select Primary method, about and arguments   1

server component parameter, setting   1

Service Account field, about using to roll down values   1

service items

Explode method, excluded columns   1

unique keys, role of   1

service items unique keys   1

Service Order button, about using   1

Service order type, about   1

service product

order, adding to   1

quote, adding to   1

service profile

Auto Asset, using to modify   1

updating, about   1

workflow, displaying active quote   1

service profile, redisplaying

quote, activating current   1

service items or billing items associated with current quote, displaying   1

Set Action method, about and arguments   1

Set Exception Error Message method, about and arguments   1

Set Field Value method, about and arguments   1

Set Multiple Field Values method, about and arguments   1

Set Output Header method, about and arguments   1

Set Product Instance method, about and arguments   1

Set Profile Attribute method, about and arguments   1

SetLIAccounts method, about and arguments   1

shipment freight calculation, about   1

shipping

charges, calculating   1

information, about setting up and defining shipping information   1

information, adding for quote or order   1

ship-to address, varying by line item   1

ship-to information, about impacting costs   1

Shipping Method field, described   1

Shipping Terms field, described   1

shopping cart, about ViewCart method   1

Siebel Advisor, using to add line items   1

Siebel Application Services Interfaces (ASIs), about and use of   1

Siebel Business Process Designer

order management process, about using to modify   1

workflows, about using to modify   1

Siebel Customer Order Management

See also Basic Concepts of Order Management

asset-based order, about and example   1

quotes and orders, about working with   1

setting up, about   1

third-party application, about integrating with   1

workflows, about and types of   1

Siebel eSales, list of customer confirmation workflows   1

Siebel Pricer, and pricing and discounts   1

Siebel Tools

component quantity edits, about making   1

order management user properties (table)   1

screens and views, about using to configure   1

SIS OM Active Quote Sub-Process workflow   1 ,  2

SIS OM Apply Completed Service Order Line Item to Service Profile workflow   1

SIS OM Auto Select Order Billing and Service Accounts workflow   1

SIS OM Disconnect Asset Subprocess workflow   1

SIS OM Disconnect Products & Services Process workflow   1

SIS OM Edit Complex Asset workflow   1

SIS OM Edit Delta Quote Line Item workflow   1

SIS OM Edit Service Order Line Item workflow   1

SIS OM Go to Products and Services Sub-Process workflow   1

SIS OM Modify Products & Services Process workflow   1

SIS OM New Products & Services Process workflow   1

SIS OM Profile Process workflow   1

SIS OM Submit Order Process workflow   1

smart part numbers, about   1

stored values, Payment Detail fields for (table)   1

Submit button, about working   1

Submit Order Status ASI, about workflow   1

Submit Quote ASI, about workflow   1

SubmitOrder method, about and arguments   1

Synchronize method, about and arguments   1

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T

tax calculation

about calculating   1

manually calculating   1

tax calculations, setting up

entering taxes manually   1

third-party system, using to calculate taxes   1

Tax Calculator business service, about   1

tax exempt information, about entering and filing   1

Taxware software, using to calculate   1

templates

activity plan template, associating with a line item   1

activity plan templates, about setting up   1

activity plan templates, creating (procedure)   1

order templates, setting up   1

product selection template, creating private product template   1

product selection template, making changes to template   1

product selection template, using to add all items to quote or order   1

product selection template, using to add some items to quote or order   1

product selection templates, creating   1

third-party software

availability-to-promise (ATP) software, integrating   1

returned data, about extending   1

taxes, using to calculate   1

Trim method

eliminating orphaned items, example   1

eliminating pending and failed items, example   1

overview   1

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U

UI customization for ASIs   1

ungrouping and exploding multiple-quantity products   1

unreserving items in a quote or order   1

Update Multi Object List method, about and arguments   1

Update Order Line Item Completed Flag, about and arguments   1

user interface workflows, about   1

user profiles, about Set Profile Attribute method and arguments   1

user properties

External ATP Check business service user properties, verifying   1

External Credit Check ASI user properties, verifying   1

purchase order credit checking, modifying   1

table   1

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V

ValidatePayment method, about and arguments   1

ValidateQuote method, about and arguments   1

validation rule set

deleting, about   1

importing and exporting   1

Verify menu option, about choosing   1

view, about GotoView method   1

ViewCart method, about and arguments   1

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W

Web order type, about   1

Web services

availability checking, configuring   1

purchase order credit checking, configuring   1

weekly recurring charges, calculation   1

wire transfers, Payment Detail field for (table)   1

workflow processes, activating   1

Workflow Product Configuration View user property, about   1

workflows

about and types of   1

asset-based ordering workflows, making desired changes   1

assets, applying open and pending orders to   1

assets, creating from completed order line items   1

examples of changes   1

Get Order Status ASI, about   1

order line items, editing   1

orders, applying open and pending to assets   1

orders, filling service and billing account fields   1

orders, submitting   1

Quote and Order screens, about using to set up actions   1

quote line items, editing   1

quote, activating current   1

quotes, determining active quote for current account   1

quotes. determining if user has an active quote for current account   1 ,  2

service items or billing items associated with current quote, displaying   1

service profile, displaying active or newly created quote   1

service, disconnecting   1

Siebel Business Process Designer, about using to modify   1

Submit Order Status ASI, about   1

Submit Quote ASI, about   1

write-in products, adding to quote or order   1

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