Siebel Order Management Guide > Working with Orders >

Creating a Delta Order

When a customer has purchased a customizable product that has attributes and features that can be modified, an end user can create an order to add to or modify those items. For instance, if a sales representative sold a company several hundred computers, there could be many different specifications for drive capacity, memory, and other attributes that the customer might want to modify throughout the product's lifetime.

Once purchased, products are listed within a Siebel application as customer assets. When an end user creates an order that modifies an asset, it is referred to as a delta order.

Using the computer example described above, the sales representative could provide a delta order to the customer company for additional memory. The sales representative would create an order and select the customer's customizable asset—in this case, the computer model. Then the sales representative would configure the asset by adding or removing items and saving your changes. By creating the order from the asset, the sales representative is assured that the memory that is selected will work with the installed computer.

The following procedure describes one way of creating a delta order. If you have the Siebel Order Management module and are using asset-based ordering, end users have additional, simplified ways of creating asset-based quotes and orders. For more information, see Using Asset-Based Ordering.

To create a delta order

  1. Navigate to the Orders screen and create an order for the appropriate customer account.
  2. Click the Line Items view tab and click Delta Order.

    3. The Customizable Asset dialog box appears, displaying all customizable product assets that the are listed for the customer.

  3. Locate the asset you want to add to the order and click OK.
  4. Highlight the customizable asset and click the Customize button in the Line Items list.

    5. This starts a configuration session. The configuration of the customizable asset displays in the session's selection pages.

  5. Revise the configuration of the customizable asset by making selections and click Done to return to the Line Items list.

    6. The revised configuration displays in the Orders screen, Line Items list.

    Only the items changed during configuration have a price. Unchanged items have no price associated with them.


 Siebel Order Management Guide 
 Published: 18 April 2003