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Siebel Order Management Guide > Setting Up Order Management > Process of Setting Up Order Management > Setting Up Activity Plan TemplatesIn Siebel Order Management, activity templates are useful to itemize the activities that should occur after an order for a particular product is placed or filled. For example, when a product requires installation, you want to make arrangements for the installation when the order is placed. Activity templates are typically created by an administrator, so that they are available when a sales administrator or call center agent creates an order. The steps below describe how to create an activity template. For how to associate a template with an order, see Associating an Activity Plan or Activity with an Order. This task is a step in Process of Setting Up Order Management. To create an activity plan template
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Siebel Order Management Guide |