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A
accounts
active quote for current account, subprocess workflow 1
active quote, workflow 1
developing quotes for 1
optimal structure for order management 1
action codes 1
active quotes
activating current quote, workflow 1
activating, subprocess workflow 1
for current account, workflow 1
activities, adding to line items 1
activity plan templates
creating 1
line items, associating with 1
Add Items feature 1
Adding Revenue method 1
agreements, creating from quotes 1
annual recurring charges, calculation 1
application service interfaces (ASIs)
credit checks, extending for 1
extending 1
External Credit Check 1
External Credit Check ASI user properties, verifying 1
features using ASIs 1
inbound order Web service, setup 1
inbound quote Web service, setup 1
order management ASIs 1
order workflows, activating 1
outbound order Web service, setup 1
outbound quote Web service, setup 1
quote workflows, activating 1
workflows 1
Apply method
exception handling 1
new installation example 1
overview 1
role of service item keys 1
updates to absent items 1
updating parent component, example 1
Asset Integration Object Name user property 1
asset-based ordering
automatic asset creation 1
customer profile, role of 1
setup in order management 1
workflows, activating 1
assets
about modifying 1
complex asset workflow 1
definition of 1
deleting, workflow 1
delta quotes, creating for customizable assets 1
delta quotes, role of 1
disconnecting selected assets, workflow 1
editing delta quote line items, workflow 1
from completed order line items, workflow 1
hybrid asset order example, Apply method 1
increasing quantities, example 1
modifying attributes, workflow 1
order-to-asset process, workflow 1
reconfiguring 1
updated asset, method 1
assets, Delta method
adding copies of asset, example 1
asset generation example 1
disconnecting an asset example 1
overview 1
asset-to-quote method 1
Assign New Service IDs method 1
Attribute Integration Component Name user property 1
Attribute Item Map user property 1
Auto Asset feature
modifying service profile 1
auto-approval credit limits, modifying 1
AutoQuote feature 1
Availability Information Rollup, disabling 1
availability-to-promise (ATP) software
ASIs, extending 1
Availability Information, disabling 1
checking item availability 1
External ATP Check business service, verifying 1
fulfillment methods, required 1
quote and order business component user properties, setting 1
UI customizations, optional 1
Web services, configuring 1
B
billing items
displaying, workflow 1
Browse Catalog, adding products from 1
bundled product
compared to customizable product 1
C
Calculate Taxes button 1
carriers, defining 1
charts to analyze quotes 1
check payment fields 1
checking credit for purchase orders 1
complex orders, adding, deleting, updating method 1
contacts
associating with accounts 1
developing quotes for 1
Convert Product Instance method 1
CreateAccount method 1
CreateOrder method 1
credit card authorization
authorizing for orders 1
authorizing for quotes 1
payments, authorizing manually 1
verification 1
credit card payments
approving and authorizing payment, compared 1
card types, adding 1
Cybersource 1
order management setup 1
payment fields 1
status field 1
Credit Check Skip Threshold field 1
credit checking software
ASIs to extend 1
auto-approval limits, modifying 1
credit checking for quotes and orders, disabling 1
credit checking, restricting employees who perform 1
credit checks, skipping by account 1
External Credit Check ASI user properties, verifying 1
integration overview 1
overview 1
timing criteria, customizing 1
user properties, optional modifications 1
Web services, configuring 1
workflows, activating 1
credit limits, modifying auto-approval 1
customer acknowledgements 1
customer confirmation workflows 1
customer profile, overview 1
customer service profile
about updating 1
customizable products
compared to bundled product 1
number of components, changing 1
order line items, editing 1
saving for reuse 1
setup tasks, overview 1
tax calculation 1
Cybersource credit card processing 1
D
daily recurring charges, calculation 1
deals, reviewing 1
Delta Line Item Compare Field user property 1
Delta method
action types 1
asset generation example 1
delta orders, detailed description 1
delta quotes, 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
updating an asset, example 1
delta orders
creating 1
definition of 1
delta quotes
asset generation example 1
creating 1
definition of 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 1
Determining Frequency of Revenue Line Items method 1
Determining Number of Revenue Items method 1
Determining Revenue Amount method 1
Determining Revenue Dates method 1
disconnecting assets, workflow 1
discounts
Default Discount field 1
Discount Description field 1
discount percentage, applying to order line items 1
discount percentage, applying to quote line items 1
in line items 1
overriding pricing factors 1
spreading across all line items 1
discounts, manual
applying manual discounts 1
applying to order line items 1
applying to quote line items 1
Manual Discount field 1
quote or order line items, applying to 1
E
explode capability, turning on 1
Explode method
Copying Components example 1
excluded columns 1
overview 1
Explode Siebel Object method 1
External ATP Check business service, verifying 1
External Credit Check ASI user properties, verifying 1
F
failed items, eliminating (example) 1
Favorites, saving quotes as 1
Find Orders method 1
fulfillment system
availability, checking 1
creating assets automatically 1
inventory locations, about 1
items, reserving 1
status, monitoring 1
fulfillment system, integration
availability-to-promise software, integration overview 1
methods required 1
G
Get Instance method 1
Get Profile Attribute method 1
GetBCCount method 1
GotoView method 1
H
Header Integration Component Name user property 1
Header Map user property 1
I
installed assets
customizable products, reconfiguring 1
deactivating 1
using quotes to modify 1
integration
ASIs, extending 1
auto-approval credit limits, modifying 1
Availability Information Rollup, disabling 1
availability-to-promise (ATP) software, overview 1
availability-to-promise (ATP) software, required setup procedures 1
fulfillment methods, required 1
order submission, overview 1
quote business component user properties, setting 1
UI customizations, optional 1
integration, credit checks
ASIs to extend 1
customizing timing criteria 1
External ATP Check business service user properties, verifying 1
External Credit Check ASI user properties, verifying 1
purchase orders, checking credit 1
restrictions on performing 1
skipping by account 1
workflows, activating 1
integration, Web services
configuring 1
configuring for credit checking software 1
inbound order Web service, setup 1
inbound quote Web service, setup 1
outbound order Web service, setup 1
outbound quote Web service, setup 1
interactive selling, role of order management in 1
Internal order type 1
invalid instructions, ignoring (example) 1
inventory locations 1
Is Fully Exploded method 1
Is Module Licensed method 1
K
Keep Discount box 1
L
license keys
product combinations 1
life cycle diagram, order management 1
Line Item Integration Component Name user property 1
Line Item Map user property 1
line items
activity plan templates, associating with 1
adding an activity 1
discounts overriding pricing factors 1
forecasts, including products in 1
price and discount fields, table of 1
sample list and form 1
saving as Favorite 1
splitting delivery across dates 1
lists of values (LOV), order management setup changes 1
Logical Delete method 1
M
manual repricing, overview 1
Merge method 1
monthly recurring charges, calculation 1
O
opportunities
AutoQuote, using 1
developing quotes from 1
transferring revenue from quote to 1
updating from quotes 1
order ASIs
inbound order Web service, setup 1
order management processes, overview 1
outbound order Web service setup 1
workflows, activating 1
order deals, reviewing 1
order entry toolkit, methods
CreateAccount 1
CreateOrder 1
GetBCCount 1
GotoView method 1
SelectPrimary 1
SetLIAccounts 1
SubmitOrder 1
ValidatePayment 1
ValidateQuote 1
ViewCart 1
Order Header Details form 1
Order Header Summary form 1 , 2
order history, viewing 1
Order Integration Object Name user property 1
order line item package
adding products to 1
container, creating 1
order line items
action codes 1
Add Items feature, using 1
adding one-by-one 1
Browse Catalog, adding products from 1
discount percentage, applying 1
discounts overriding pricing factors 1
discounts, spreading 1
editing 1
items, deleting 1
number of components, changing 1
price and discount fields, table of 1
sample list and form 1
service products, adding 1
Siebel eAdvisor, adding products 1
splitting delivery across dates 1
template items, adding 1
varying ship-to address 1
write-in products, adding 1
order management
See also The Process of Setting Up Order Management
end-user activities 1
functional overview 1
life cycle diagram 1
order management setup
account structure, types of 1
asset-based ordering, setup 1
contacts, associating with accounts 1
credit card processing 1
customizable products 1
inventory locations 1
line item quantity changes, user property 1
order statuses, defining 1
order types, defining 1
pricing 1
sales teams 1
shipping information 1
state model rules 1
tax calculations 1
user properties 1
workflows, customizing 1
order status
overview of defining 1
state model, role of 1
order submission, integration overview 1
order types
new order type, defining 1
table of 1
orders
approvals, sample 1
availability, checking 1
creating quotes to 1
credit card payment, authorizing 1
customizing products 1
items, reserving 1
manual discounts, applying 1
multiple open orders, about 1
order confirmation, sample workflow 1
payment information, entering 1
product selection methods 1
reserved items, releasing 1
shipping information, adding 1
workflows, about customizing 1
orders, delta
creating 1
orders, developing
approving 1
default discount, initial setting 1
fields populated automatically 1
starting an order 1
orders, integration
credit checking integration 1
credit checking software, disabling 1
updating, integration overview 1
updating, overview 1
orders, processing
accessing 1
developing from quotes 1
fulfillment status, monitoring 1
returns, processing 1
revising 1
shipment status, monitoring 1
submitting 1
orders, revising
submitted orders, revising 1
orders, setting up
sales team, identifying 1
orders, submitted
revising 1
submission workflow 1
orders, submitting
employee experience 1
Order-to-Asset process
service order to asset workflow 1
workflow 1
order-to-asset process, Apply method 1
orphaned items, eliminating (example) 1
P
payments
about adding methods 1
approving 1
check payment fields 1
check payment message, defining 1
payment fields by payment method, tables of 1
payment information for orders 1
payment information for quotes 1
payment terms, defining 1
payment type value ranges 1
purchase order payment fields 1
refunds, entering 1
stored values 1
wire transfer fields 1
payments, credit cards
approving and authorizing, compared 1
authorizing manually 1
payment fields 1
status field 1
payments, reviewing
overview 1
payment history, checking 1
status, changing 1
status, checking 1
pending items, eliminating (example) 1
pricing adjustments
Default Discount field 1
determining factors 1
manual discounts, applying 1
order line items, applying to 1
quote line items, applying to 1
setup tasks, overview 1
pricing factors
Keep Discount box, role of 1
overriding with discounts 1
pricing, system-based
manual discounts, applying 1
repricing, role of 1
Product Manipulation Toolkit, methods
Apply 1
Assign New Service IDs 1
Convert Product Instance 1
Delta 1
Explode 1
Explode Siebel Object 1
Find Orders 1
Get Instance 1
Get Profile Attribute 1
Is Fully Exploded 1
Is Module Licensed 1
Logical Delete 1
Merge 1
Quote To Revenue 1
Reconfigure Product Instance 1
Reset 1
Retrieve Next Object From List 1
Set Action 1
Set Exception Error Message 1
Set Field Value 1
Set Multiple Field Values 1
Set Output Header 1
Set Product Instance 1
Set Profile Attribute 1
Synchronize 1
Trim 1
Update Multi Object List 1
Update Order Line Item Completed Flag 1
product manipulation toolkit, overview 1
product package
container, adding to 1
container, creating 1
defined 1
price, defined 1
product selection template
creating 1
product structure, identifying changes in, Delta method example 1
product template 1
products
availability, checking 1
Browse Catalog, adding products 1
deleting from quote or order 1
forecasting, marking for 1
items, reserving 1
reserved items, releasing 1
service products, adding to quotes and orders 1
setup tasks, overview 1
splitting delivery across dates 1
write-in products, adding 1
purchase order payments 1
Purchase Order type 1
Q
quarterly recurring charges, calculation 1
quote ASIs
inbound quote Web service, setup 1
outbound quote Web service, setup 1
workflows, activating 1
quote deals, reviewing 1
quote favorites, deleting 1
Quote Header Summary 1
Quote Integration Object Name user property 1
quote line item package
adding products to 1
container, creating 1
quote line items
action codes 1
Add Items feature, using 1
adding one-by-one 1
Browse Catalog, adding products from 1
discount percentage, applying 1
discounts overriding pricing factors 1
discounts, spreading 1
editing 1
items, deleting 1
number of components, changing 1
price and discount fields, table of 1
renumbering 1
service products, adding 1
Siebel eAdvisor, adding products 1
splitting delivery across dates 1
template items, adding 1
varying ship-to address 1
write-in products, adding 1
Quote To Revenue method
overview 1
recurring charges, calculations 1
quotes
activating current quote, workflow 1
active quote for current account, workflow 1
active quote, subprocess workflow 1
approvals, sample 1
availability, checking 1
converting to orders 1
credit card payment, authorizing 1
customizing products 1
generating from opportunities (AutoQuote) 1
installed asset, modifying 1
items, reserving 1
manual discounts, applying 1
new quote, creating 1
payment information, entering 1
product selection methods 1
quote verification, sample 1
reserved items, releasing 1
shipping, adding information 1
transferring revenue to opportunities 1
user properties 1
workflows, about customizing 1
quotes, developing
creating orders from quotes 1
customized quotes, saving 1
Favorites Manager, selecting from 1
fields populated automatically 1 , 2
forecasting, marking products for 1
opportunities, updating from quotes 1
starting a quote 1
quotes, integration
credit checking integration 1
credit checking software, disabling 1
user properties, setting 1
quotes, processing
accessing 1
creating orders from 1
repricing 1
revising 1
quote-to-asset method 1
Quote-to-Order process
converting quotes to orders 1
workflow 1
quote-to-order process
creating orders from quotes 1
R
Reconfigure Product Instance method 1
recurring charges calculation, Quote To Revenue method 1
Repair order type 1
Reprice All button 1
Reprice button 1
repricing 1
repricing quotes 1
Reset method 1
Retrieve Next Object From List method 1
returns, processing 1
revenue
transferring from quote to opportunity 1
revenue methods 1
revising an order 1
RMA (Return Material Authorization) Advance Exchange order type 1
RMA Repair Return order type 1
RMA Return order type 1
S
Sales order type 1
sales team, identifying at order entry 1
Save as Favorite function 1
SelectPrimary method 1
service items
displaying, workflow 1
Explode method, excluded columns 1
unique keys, role of 1
Service order type 1
service products, adding to quotes and orders 1
service profile
about updating 1
using Auto Asset to modify 1
service profile workflows
displaying active quote 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
SetLIAccounts method 1
shipping
charges, calculating 1
shipping charges field 1
shipping information
adding 1
setting up 1
ship-to address, varying by line item 1
tax calculation, use in 1
Siebel ePricer
manual repricing 1
price recalculation, circumstances leading to 1
Siebel eSales
customer confirmation workflows 1
Siebel Order Management
functionality 1
integration overview 1
license keys, about 1
lists of values changes, summary of 1
setup tasks, overview 1
Siebel Orders, license key, about 1
Siebel Quotes, license key, about 1
SIS OM Active Quote Sub-Process workflow 1
SIS OM Apply Completed Service Order Line Item to Service Profile 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 Go to Quote Detail View 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 Quote To Order Workflow 1
SIS OM Submit Order Process workflow 1
SKU 1
smart part numbers 1
state model, order management 1
SubmitOrder method 1
Synchronize method 1
T
tax calculation
calculating manually 1
calculating taxes 1
customizable products 1
setup for tax calculations 1
shipping address, importance of 1
tax calculation field 1
tax exempt information 1
Tax Subcomponent check box 1
Taxware software
overview of using 1
setup 1
template, product
creating 1
modifying 1
third-party software
availability-to-promise (ATP) software, integrating 1
availability-to-promise, optional setup procedures 1
calculating taxes 1
credit cards, order management setup 1
credit checking, optional setup procedures 1
credit checking, required setup procedures 1
Cybersource 1
required setup procedures, availability-to-promise software 1
returned data, about extending 1
Taxware 1
Trim method
eliminating orphaned items, example 1
eliminating pending and failed items, example 1
overview 1
U
UI customization for ASIs 1
Update Multi Object List method 1
Update Order Line Item Completed Flag method 1
V
ValidatePayment method 1
ValidateQuote method 1
ViewCart method 1
W
Web order type 1
weekly recurring charges, calculation 1
wire transfers 1
Workflow Product Configuration View user property 1
workflows
credit checking workflows, activating 1
employee application workflows, table of 1
quote and order ASIs, activating 1
write-in products, adding to quote or order 1
| Bookshelf Home | Contents | Index | Search | PDF | |
Siebel Order Management Guide Published: 18 April 2003 |