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Customizing the Sales, Quote, and Order Processes


You can customize the sales, quote and order process by using:

New or Modified Workflows

Some actions in the Quote and Order screens are set up using Siebel Workflows, such as the following:

You can customize these workflows to carry out the specific processes required for your business. You can also create additional workflows as needed to support your business process.

Here are some examples of changes you might make to customize the order management process using new Siebel Workflows:

You can also customize Workflows that are shipped with the product, in order to add or remove steps or change the order in which steps are performed. For a reference to these Workflows, which will help you understand them so you can modify them, see Workflows for Asset-Based Ordering.

For more information about creating and customizing Workflows, see Siebel Business Process Designer Administration Guide.

Configuration with Siebel Tools

You can use Siebel Tools to configure Siebel screens and views to match the processes used in your company. For example, you can define the default view that users see when they log in, so that users start on the screen they use the most frequently. You can also add, remove, or change the names of fields

You also can use Siebel Tools to change user properties to customize some order management capabilities.

For more information about Siebel Tools, see Siebel Tools Reference.

Component Quantity Edits

Component quantity edits are an example of one possible user property change you might want to make in Siebel Customer Order Management.

Typically, a user changes the quantity of a component in the configuration session that starts after clicking the Customize button in the Line Items list. In this case, Siebel eConfigurator checks all configuration rules to make sure that the change in quantity is appropriate.

Your company can decide to allow changes to component quantities directly in the Line Items list in the Quote or Order. For this to occur, the user property Configuration ReadOnly Fields must be set in Siebel Tools.

When this user property has been set, the Qty field in line item for components of customizable products is editable. If the Qty field is read-only, then this user property has not been set.

Other User Properties in Order Management

Some other user properties that you might want to change to customize order management functionality are listed in Table 4.

Table 4.  User Properties in Order Management
User Property
Buscomp or Applet
Function
Check Minimum and Maximum Price
Quote Item, Order Entry - Line Items, FS Agreement Item
Checks minimum and maximum price when making manual adjustments to line item.
Skip Loading Default Cfg Instance
Quote Item, Order Entry - Line Items, FS Agreement Item
Sets to `Y' to skip the loading if the default configurable product instance when adding a new configurable product to a quote.
Spread Discount - Use Root Product Type
Quote Item, Order Entry - Line Items, FS Agreement Item
If set to `Y' and spreading a discount by type, spreads on components if the root type is the type selected. Otherwise, spreads on the type of component only if the type of component itself matches the selected spread type.
Add Items Limit To Price List
Internal Product Popup
Limits the products that display in the Add Items dialog box to records contained within the price list.
Configuration ReadOnly Fields
Quote Item List Applet, Order Entry - Line Item List Applet, FS Agreement Item List Applet
Removes the entries for Quantity and Quantity Requested to make the quantity of configurable product components editable within the list applet.
Minimum CC Txn Amount
Payments BusComp
Sets the minimum amount payable by credit card when entering a payment line.
Minimum Cash Txn Amount
Payments BusComp
Sets the minimum amount payable by cash when entering a payment line.
Minimum Check Txn Amount
Payments BusComp
Sets the minimum amount payable by check when entering a payment line.
Minimum Purchase Txn Amount
Payments BusComp
Sets the minimum amount payable by purchase order when entering a payment line.
Minimum Stored Txn Amount
Payments BusComp
Sets the minimum amount payable by stored value when entering a payment line.
Minimum Wire Txn Amount
Payments BusComp
Sets the minimum amount payable by wire transfer when entering a payment line.
Check Mailing Address
Payments BusComp
Mailing address for check.


 Siebel Order Management Guide 
 Published: 18 April 2003