Siebel Order Management Guide > Overview of Order Management > Basic Concepts for Asset-Based Ordering >

Customer Profile

When you have asset-based ordering turned on in Siebel Order Management, end users have access to two views on the Accounts screen that display a customer's profile:

When these views are used with the automated asset-based order workflows, the amount of time to create quotes, orders, and asset records is reduced because many tasks are automated.

The customer's profile allows the end user to:

Figure 3 shows the Account Summary view, including the Installed Assets List, and lists of quotes and orders for the account.

Figure 3.  Account Summary View

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 Siebel Order Management Guide 
 Published: 18 April 2003