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Siebel Order Management Guide > Setting Up Order Management > The Process of Setting Up Order Management >

Setting Up Activity Plan Templates

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In 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.

To create an activity plan template

From the application-level menu, select View > Site Map > Application Administration > Activity Templates.
In the Activity Plan Templates list, add a new record.
In the Template form, complete the fields.
Enter a name for the template.
In the Type field, choose the type Order Entry - Line Items.
Enter a template description.
In the Auto Trigger field, select the check box, if appropriate.

This check box provides the activities from this template to a sales stage, when the sales stage is set for an opportunity.

Select the Public check box if the activity plan may be used by others not on your team.
Click the Activity Template Details view tab.
In the Activity Template Details list, add a new record for each required activity, choose an activity type, and then complete the other necessary fields.

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