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Setup and Use of Siebel Customer Order Management
Basic Concepts of Order Management
Basic Concepts for Asset-Based Ordering
Quote and Order Concepts in Asset-Based Ordering
Workflows and Business Services for Asset-Based Ordering
The Process of Setting Up Order Management
Setting Up Accounts and Contacts
Setting Up Products, Pricing, and Catalogs
Setting Up Shipping Information
Setting Up Payment Terms and Other Payment Factors
Setting Up Inventory Locations
Setting Up Integration and Activating Workflows
Creating Product Selection Templates
Setting Up Activity Plan Templates
Letting Users Create Quotes and Orders from Accounts and Contacts
Setting Up Availability to Promise
Customizing the Sales, Quote, and Order Processes
Setting Up Asset-Based Ordering
Summary of Lists of Values to Update
About Application Services Interfaces
Setting Up Quote and Order ASIs
Setting Up Web Services for Quote and Order ASIs
Activating Workflows for Quotes and Orders
About Using Third-Party Product Availability Applications
Required Setup Procedures for Checking Availability
Optional Setup Procedures for Checking Availability
About Purchase Order Credit Checking Applications
Required Setup Procedures for Checking Credit
Optional Setup Procedures for Checking Credit
Common Tasks for Creating Quotes and Orders
Adding Products to a Quote or Order
Viewing and Recalculating Prices
Checking Availability to Promise (ATP)
Updating an Opportunity from a Quote
Including Quote Items in a Forecast
Creating Quote Favorites for Reuse
Converting a Quote to an Order
Converting a Quote to an Agreement
Displaying Charts to Analyze Quotes
Associating an Activity Plan or Activity with an Order
Business Scenario for Asset-Based Ordering
Creating a Quote That Modifies an Asset
Updating an Opportunity From a Quote
Deactivating an Installed Asset
Workflows for Asset-Based Ordering
Converting a Quote to an Order
Applying an Order to the Service Profile
Redisplaying the Service Profile
Business Service Methods Reference
Product Manipulation Toolkit Business Service Methods
User Properties used by PMT Methods
Retrieve Next Object From List
Update Order Line Item Completed Flag
Get Cfg Button Click Information
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Siebel Order Management Guide Published: 18 April 2003 |