Defining Order Capture Business Units

This chapter provides an overview business units and discusses how to define Order Capture business units.

Click to jump to parent topicUnderstanding Business Units

A business unit is an operational subset of an organization. Each business unit has its own way of storing information and has its own processing guidelines. You can use one business unit for all situations, or you can divide operations based on whatever criteria make the most sense. For example, you can create business units for different product lines or regions or even entry source. Order Capture transactions use business units as key identifiers. Once you determine how many business units you need and how to organize them, define them in the Order Capture system.

Note. PeopleSoft implementation personnel can help you to define an appropriate business unit structure.

In Order Capture, business units drive the business process of creating and tracking orders that customer service representatives (CSRs), sales representatives, and self-service customers create. To implement Order Capture, you must create order capture business units. These business units define processing rules to capture orders and enable the integration with other PeopleSoft applications, such as Order Management.

For integration purposes, ensure that business unit definition records are synchronized across all systems. Business unit definitions that you create in PeopleSoft CRM are available in PeopleSoft Supply Chain Management. You must make PeopleSoft Order Management and Inventory business unit definitions available to PeopleSoft CRM. To synchronize business unit records across your business enterprise, use the business unit enterprise integration point (EIP).

This is the process for defining business units:

  1. Define global PeopleSoft business units, if you run multiple PeopleSoft applications.

  2. Define PeopleSoft Customer Relationship Management (PeopleSoft CRM) business units.

  3. Link PeopleSoft business units and PeopleSoft CRM business units to Order Capture.

    Note. For example, you can create a business unit in Order Capture, and connect that business unit to Sales later.

Before you create multiple order capture business units, ensure that you understand tableset controls, which you use to determine values for fields on transactional pages.

See Also

Working with Business Units and TableSet Controls

Click to jump to parent topicDefining Order Capture Business Units

This section discusses how to:

See Also

Defining Order Capture Self-Service Business Units

Click to jump to top of pageClick to jump to parent topicPages Used to Define Order Capture Business Units

Page Name

Definition Name

Navigation

Usage

Order Capture Definition - Internal

BUS_UNIT_RO1

Set Up CRM, Business Unit Related, Order Capture Definition, Internal

Create Order Capture business units, update existing business units, and establish default business units.

Order Capture Definition - Self Service

BUS_UNIT_RO2

Set Up CRM, Business Unit Related, Order Capture Definition, Self Service

Specify order capture self service settings.

Order Capture Definition - Communications

BUS_UNIT_RBT

Set Up CRM, Business Unit Related, Order Capture Definition, Communications

Note. This page appears only if the Show Communications Tab field is selected on the Order Capture Definition - Internal page.

Specify order capture business unit settings that are specific to telecommunications service providers.

Click to jump to top of pageClick to jump to parent topicCreating Order Capture Business Units

Access the Order Capture Definition - Internal page (Set Up CRM, Business Unit Related, Order Capture Definition, Internal).

Business Unit

Displays the business unit that you entered to access the page.

Note. If the company uses more than one PeopleSoft application and defines the same business units across applications, use the same name for business units that are designed to share the same setID.

Description

Enter a description of the business unit. This description appears on the Order Capture Entry Form page and in other places where the business unit appears.

Status

Select an Open or Closed status. You cannot process transactions for a closed business unit.

Short Description

Enter a brief description of the business unit. This description appears on the Order Capture Entry Form page and in other places where the business unit appears.

Default Business Unit

Select to specify that this business unit as the default business unit. If no order capture business unit is defined on the Overall Preferences page for the user who logged on, the system uses the default business unit that you identify as the default business unit for new orders and quotes.

The system uses the same mechanism to determine a user's access to catalogs.

Note. This check box appears only after you create a business unit.

See Setting Up Security and User Preferences.

Default Set ID

Enter the setID that determines your preliminary tableset sharing setup. This setID determines the setIDs that the system assigns to each record group for the new business unit, and the setID that is assigned to a record group determines the tableset that provides values for the business unit. If you enter an existing setID, the system copies the set control definition of that business unit to the new business unit.

Note. This field appears only when you open the page in Add a New Business Unit mode. It disappears after you create the business unit.

Submit Confirmation

Select to view a confirmation page once an order or quote is submitted. If the submission was successful, the CSR can either return to the order or quote just submitted or begin to create a new order or quote. If the submission was placed on hold, the CSR is able to link directly to the Holds page.

If you clear this option, the system populates the header statuses automatically, and the Submit Confirmation page does not appear.

Create BU (create business unit)

Click to establish the setID controls for the order capture business unit based on the default setID that you specify.

Note. This button appears only when you open the page in Add a New Business Unit mode. It disappears when you create the business unit.

Business Unit

Field Service

Enter the PeopleSoft FieldService business unit to map to this order capture business unit.

Note. When ordering a product that requires installation, a service order is created in this PeopleSoft FieldService business unit.

Marketing

Enter the PeopleSoft Marketing business unit to map to this order capture business unit. Order Capture displays campaign offers that are associated with this Marketing business unit.

Order Management

Enter the PeopleSoft Order Management business unit to map to this Order Capture business unit. Order Capture maps to this Order Management business unit for order fulfillment.

Proposal Management

Select the PeopleSoft Proposal Management business unit with which Order Capture integrates.

Note. PeopleSoft Proposal Management is part of a suite of Enterprise Service Automation (ESA) applications, within the PeopleSoft Financial Management Solutions product line. PeopleSoft CRM can to send PeopleSoft Proposal Management information when an engagement service product is included in a quote and receive pricing information when an engagement is fulfilled in PeopleSoft Proposal Management.

Contracts

Enter the PeopleSoft Contracts business unit to map to this Order Capture business unit. This only applies if you want to take advantage of the integration from Order Capture to PeopleSoft's billing system.

General Ledger

Enter the PeopleSoft General Ledger business unit to map to this Order Capture business unit. This enables the PeopleSoft General Ledger application to record billing information.

Note. This only applies if you want to take advantage of the integration between Order Capture and PeopleSoft's billing system.

Tax Settings

Tax Vendor

Select a tax vendor. If you select Taxware, Vertex, or WorldTax, Order Capture integrates with the relevant third-party system for tax calculations. If you want value-added tax to be part of your pricing calculations during order entry, select WorldTax. If you select None, the system does not calculate taxes when creating orders or quotes.

Note. You cannot show tax on an order or quote unless you select a vendor.

Test Tax Interlink

Click to verify that the tax integration is functioning correctly.

Important! Make sure that the business interlink is properly configured before testing the integration.

If your tax vendor is Vertex or Taxware, be sure to get the latest version of the your taxation product to work with your current PeopleTools version.

Company and Division

Enter codes that Taxware and Vertex use for reporting and tax calculation purposes. Check the vendor documentation for further information.

Order Origin

Enter the business unit where sales orders originate. Taxware references this location to calculate sales taxes for local jurisdictions that use this information in their taxing practices. Check the Taxware documentation for further information.

Order Acceptance

Enter the business unit where orders are accepted. Both Taxware and Vertex reference this location to calculate sales taxes. Check the Taxware or Vertex documentation for further information.

Store Location

(Optional) Enter the Store Location parameter used by third-party tax vendors. This is a 10 character maximum field.

Order Capture

Freight Vendor

Select a freight vendor type. Values are:

None: No freight is calculated on the order.

External: Order information is passed to an external vendor, and the calculated freight amount appears on the order.

Test Freight

Click this link to verify that the freight integration is functioning correctly.

Card Vendor

Select a card vendor. If you select 3rd party, the system submits credit card information to a third-party system for credit card authorization processing.

Ship From

Enter a ship-from location, assuming that all products ship from this location. This information is used when calculating taxes and freight costs.

Source

Enter an informational code that identifies the source of the order. For example, you could specify Phone if you receive most orders for this business unit by telephone.

Note. The CSR can change this field's default value.

Sub Source

Select a sub source code that further classifies the source of the order.

The system makes sub source codes available based on the selected source code.

See Defining Sub Source Mappings.

Preferred Carrier

Select the default carrier that you want to use when creating orders or quotes.

Capture Priority

Select a capture priority of Urgent, High, Medium, or Low to specify the default priority for all orders that are created in the business unit. You can change the priority during order creation.

Quote Conversion Warning

Unless specified on the business unit definition, a quote that is converted to an order will automatically be submitted. When a quote that contains an engagement service product is converted, the engagement service is updated in the PeopleSoft Proposal Management system. If you want to display a warning for the CSR which indicates that the quote that is about to be converted to an order contains at least one Engagement Service product, then select Display Warning. If you want to bypass the warning, select No Warning.

Base Currency

Enter the default currency. A base currency is required for the business unit, even if you are not transacting in foreign currencies.

Site Address Includes

Select an order capture site address. The selection here includes all existing site addresses for a customer. You can increase the number of addresses available during order entry. Values are:

  • Site addresses only: Displays site addresses only.

    Note. This is the default selection.

  • All customer addresses: Displays the existing site addresses plus all other customer addresses.

  • Customer Bill To addresses: Displays the existing site addresses plus any billing addresses.

  • Customer Ship To addresses: Displays the existing site addresses plus any shipping addresses.

Rate Type

Select the method that the system uses to set the exchange rate between currencies for Order Capture transactions.

Fulfillment Specialist Email

Enter an email address to which an email is sent if you create an order that contains a literature-type product.

Credit Rating Value

Enter a minimum credit rating value. If the customer's credit rating is less than this amount, the order that is associated with that customer is automatically placed on hold.

Catalog Refresh (minutes)

Enter a catalog refresh interval amount in minutes. When you view the product catalog, the system automatically checks when the last refresh occurred. If the interval since the last refresh is greater then the time that you enter here, the system forces a refresh.

Quote Valid For

Enter the default number of days for which a quote is valid after the creation date. The system adds this number to the quote creation date to calculate the expiration date. Once the expiration date passes, the status changes to Expired.

Note. You cannot convert expired quotes to orders.

Days Quote Due

Enter the number of days that the system automatically adds to the quote creation date to indicate a final date by which a quote should be converted to an order. A quote's due date is then set to the resulting date. For example, if you want quotes to elapse 30 days after creation, enter 30 here.

Note. The number that you define here does not appear on the quote itself.

Bill Type Identifier

Select the bill type that you want associated with the setID. The bill type prompts on all bill type identifier codes that are synchronized from PeopleSoft Billing. The bill type identifier is a user-defined value in PeopleSoft Billing. Order Capture delivers CRM_ORDER as sample data.

Note. On the Billing and Pricing Options page, the Bill Type field is optional. If it is not defined in PeopleSoft CRM, the billing plan in PeopleSoft Contracts sets the field based on the PeopleSoft Contracts business unit.

Bill Source

Select the bill source that you want associated with the setID. The bill source prompts on all bill source identifier codes that are synchronized from PeopleSoft Billing. The bill source code is a user-defined value in PeopleSoft Billing. Order Capture delivers CRM_ORDER as sample data.

Note. On the Billing and Pricing Options page, the Bill Source field is optional. If it is not defined in PeopleSoft CRM, the billing plan in PeopleSoft Contracts sets the field based on the PeopleSoft Contracts business unit.

Default Service Duration

For a service, specify a start date and an end date on an order. The end date is calculated by adding the duration to the start date. If you have not specified a duration on the product definition, the order will pick up the duration from this field. Duration is the numeric value plus the quantifier, which is either days, months, quarters, weeks, or years.

Quote Conversion

Select Convert to Order Only if you want to give the CSR the chance to modify an order prior to submission. Select Convert to Order and Submit if you want quotes that are converted to orders to automatically be submitted. This is the default selection.

Note. Your selection here will apply to all orders placed from this business unit.

Order Level Adjustments

Select if you want to prorate adjustments or not.

Schedule

Select the default schedule for subscription products.

Subscription Term

Select the default term for subscription products.

Agreement Coverage Grid

Select an option to indicate when to populate the agreements covered product grid.

  • Always Populate Grid

    Select to automatically populate the covered products grid with eligible products.

  • Populate Upon Request

    When this option is selected the Include Ordered Products link is displayed on the Select Covered Products grid. Clicking the link adds any additional eligible products from the order onto the grid, so that they may be added to the agreement.

  • Notify CSR Only

    Select to notify the CSR of any additional eligible products that can be ordered to the agreement.

Clone Options

Select Clone Options to determine adjustments that will be carried into the cloned order.

When Order Level Adjustments = Do Not Prorate Adjustments, both clone options are available.

When Order Level Adjustments = Prorate Order Adjustment , Copy Header Adjustment is selected and is read only.

When both the clone options are selected, both line level and order level adjustments are copied when an order or quote is cloned, when an order is converted to a quote, or when a quote is converted to an order.

When Copy Line Adjustment is checked, only the line adjustment is copied in both the order and quote.

When Copy Header Adjustment is checked, both line adjustment and order level adjustments are copied in a quote whereas only order level adjustments are copied in an order.

Copy Line Adjustment

Select this option to carry the line adjustment into the cloned order.

Copy Header Adjustment

Select this option to carry the header adjustment into the cloned order.

Order Change Notifications

The system can send order change notifications to specified parties when order maintenance occurs, and Order Capture receives a message from the fulfillment system.

Accepted, Partially Accepted, and Rejected

Select the recipients that you want Order Capture to notify when the fulfillment system informs PeopleSoft CRM that order changes are fully accepted, partially accepted, or rejected. Values are:

  • Notify CSR Only.

  • Notify CSR and Customer.

  • Notify Customer Only.

  • Notify Nobody.

Advisor Dialogs

Display Session Information

Select to display the Advisor Dialog Session information when a dialog is accessed from Internal Order Capture. If not selected, the Advisor Dialog Session information will not appear when a dialog is accessed.

Bulk Order

On the Order Capture Definition page, you plug in relationship views for both consumers and organizations. The master order/recipient order relationships are determined by the relationships that you establish in the Relationship Viewer.

Consumer Hierarchy

Select a relationship view for a single consumer, or contact. This will determine all of the possible bulk order recipients at runtime by automatically populating all of the child relationships for the parent chosen here.

Multiple Orders Per Recipient

Select this check box to allow single recipients to receive more than one order. An Order field appears on the runtime page, enabling you to enter the number of orders you want to specify per recipient.

Organization Hierarchy

Select a relationship view for the company, or organization. When the end user enters a company name, it will prompt against the table you select here to determine the child relationships available.

Fulfillment

Fulfillment Logging

This flag enables logging of fulfillment data. When this flag is checked and the order is submitted, business project activity, such as phase task, is captured in the table RO_OB_LOG. The log contains fulfillment data for transactions that occur from the time the Fulfillment Logging check box was selected. Data from fulfillment activity prior to that time is not available.

Catalog Display Options

Display Browse Catalog

Select this check box to display the browse catalog along with the search tree hierarchy while searching in Order Capture.

Display by Customer, Display By Partner Contact, and Display By User

Select the check box to indicate if catalogs should be displayed by User, by Customer, or by Partner.

Note. When catalogs are displayed from the order, the list of authorized catalogs can vary depending on the selected partner, customer, and user logged in.

When a partner or customer is not selected on the order, the list of authorized catalogs will depend strictly on the user logged in. In that case, only catalogs that the user is specifically authorized for will be available.

Max Catalog Rows Returned (maximum catalog rows returned)

Enter the maximum number of items that can be returned in a product catalog search. By default, the value is set to 250. You can perform some testing to find out the optimal value for your organization.

This setting helps to sustain performance on catalog search, especially when users perform searches without entering any search criteria (wild search). When a wild search happens, Verity search returns no results if the searched catalog contains more than 64,000 items and users need to refine the search. By limiting the number of rows to return in a catalog search, the system gets better search results (rather than getting nothing, in case of performing wild searches in huge catalogs) and performance.

Priority

Select the priority to determine which catalog is displayed. The priority indicates which catalog takes precedence if more than one mode qualifies.

Order Submission

Allow Future Dated Orders

Select to enable future dated order functionality. This enables the user to create orders and service management orders that are scheduled to be fulfilled on dates in the future. The orders are queued until execution time when they are submitted in the background.

Allow Temporary Services

Click to enable the business unit to create and manage service management orders with installed services that have end dates (temporary services).

This option is not supported for subscriptions or agreements.

Line Dates Editable on Order

Select to enable the user to modify the order line start date and end date to be different than scheduled fulfillment date.

Note. If this option is selected, dates are only editable in certain circumstances depending on the product.

Use Lead Time for Start Date

Click to set the system to calculate the start date of the service product that is added to an order using the lead time of the service product.

Suppose that the lead time that is specified for a service product definition is 2 days. When this service product is added to an order on January 1, the start date of this service product, as displayed on the Line Details page, is January 3. The start date is calculated as:

Start date of service product = current date + service product lead time

Submission Mode

Select to control when the business logic for the order is launched. This enables a quicker submission processing if the business logic is not launched immediately on submission. Depending on the order type and action, business processes or business projects, will run, these deliver the business logic for the order. Launching these processes in the background and not directly upon submission makes for a quicker response to the user. A process triggered by the QUEUED_ORDER_SUBMISSION Schedule JobSet Definition can submit orders in the background.

Note. For any option other than Do Not Queue , you must activate the QUEUED_ORDER_SUBMISSION Schedule JobSet Definition. This JobSet Definition starts the business projects in the background for queued orders.

  • Do Not Queue Do not queue the orders. Start order business logic immediately upon submission.

  • Only Queue Future Dated OrdersQueue orders only if their Scheduled Fulfillment Date is in the future. These queued orders are automatically submitted by the QUEUED_ORDER_SUBMISSION JobSet at a future calculated execution date and the business logic run. For this option, the QUEUED_ORDER_SUBMISSION JobSet can be run once a day to pick up orders that are waiting in the queue and are ready to be submitted based on their execution date.

  • Queue AllQueue all orders regardless of the Scheduled Fulfillment Date. The orders are automatically submitted in the background by the QUEUED_ORDER_SUBMISSION JobSet and the business logic run. For this option, the QUEUED_ORDER_SUBMISSION JobSet should be run at a frequent interval to pick up orders that are waiting in the queue and to submit them in the background.

See Enterprise PeopleTools 8.50 PeopleBook: PeopleSoft Process Scheduler

Price Order

The Price Order flag controls when the pricing engine will be called to retrieve the unit price. Products' list prices can be retrieved by the pricing engine, from the product definition model, or not at all depending on the option selected for displaying initial list price. List prices will always be repriced upon order submission.

Price as Lines Added: This is the default, and will cause a reprice of the entire order as each new line is added to the order. This will keep the order total up-to-date as new lines are added, however, it is the least efficient method of pricing and should only be the choice when orders are seldom over 20 lines.

Price at Save: This pricing option will not price the order until the order is saved, or when the Update Totals button is pressed. As new lines are added to the order, only their list prices are retrieved. The order totals are not updated until pricing is called. This method is preferred when orders contain a large number of lines.

Price at Update Totals: This pricing option will only price the order when the Update Totals button is pressed. As new lines are added to the order, only their list prices are retrieved. The order totals are not updated until pricing is called. Also, the order may be saved without calling pricing. This option may be preferred when very large orders are entered, and the order is saved along the way. The save will be much faster as pricing is not involved.

Initial List Price

Select from where list prices of products are retrieved to be displayed initially on orders.

Pricing Engine: (default) Display prices returned from PeopleSoft Enterprise Pricer. If the selected price order is Price as Lines Added, this is the only option available.

Product Model: Display prices that is established from the Product Price component. This option yields better performance than the pricing engine option.

Show No Price: Display no prices. If this option is selected, each order line shows a zero price until the pricing engine is invoked at submit or update totals. This option yields better performance than the product model option.

Click to jump to top of pageClick to jump to parent topicSpecifying Order Capture Self Service Options

See Creating an Order Capture Self-Service Business Unit.

Click to jump to top of pageClick to jump to parent topicSpecifying Order Capture Telecommunications Service Options

Access the Order Capture Definition - Communications page (Set Up CRM, Business Unit Related, Order Capture Definition, Communications).

Note. This page appears only if the Show Communications Tab field on the Order Capture Definition - Internal page is selected.

If your implementation includes services for phone number assignment, wireless equipment tracking, or prepaid services and accounts, access both the Internal business unit setup page previously described, as well as the Communications setup page described in this section.

See Working with PeopleSoft Service Management.

Mobile Number Portability

Port-In Allowed

This will control whether the enterprise user will be allowed to enter port in information for wireless service. The option to port in and existing mobile number will be presented on the number search page when this is checked.

Temporary Phone Numbers

Temporary numbers can be issued as part of a port-in request. This would not typically be the case for a port-in within the United States, but may be needed in EMEA, where the port is a lengthier (1 week+) process. Values are:

  • Optional

  • Never

  • Always

PAC Required (port-in authorization code)

Indicates if a PAC must be entered as part of the port in information. These codes are required in most EMEA countries, but are not required in the United States.

Port In Cancellations

Indicate at which point in the port in process a cancellation of the port-in order may take place. A carrier may have rules about when they will allow you to cancel a port-in order. The values to choose from are as follows.

Always allow cancel — A cancellation may be attempted at any point in the port in process. This does not mean the cancellation will be successful, as the number may have already been ported at the time the cancellation is requested.

Cancel until products ship — Allow for a cancellation until a product on the order has been shipped.

Never allow cancel — At no time will a cancellation be allowed.

Until port-in date agreed — Allow for a cancellation up until the point where the original wireless provider has agreed to the port in date.

OCN (operating company number)

This is the Operating Company Number of the new service provider requesting the port in. When the new local service provider is a reseller and they do not have an OCN, the value of “ZZZZ” should be used.

Default Port-In Days

Enter the number of days to add to the current date to default the Port-In date

Network ID

This field indicates the NPAC managed service provider ID of the new service provider requesting the port in.

Pre-Paid Accounts

Prepaid Accounts Allowed

This will control whether the enterprise will support the ordering and management of prepaid services and accounts.

An anonymous consumer can be created and used with Prepaid accounts. This user is associated to the system through Communications Setup. Once the Prepaid customer has been identified to the system, it can be used when ordering prepaid accounts and services. Fundamentally a prepaid service does not need a 'real' customer. A Prepaid Consumer is created in the CDM and associated to the system in the Communications Setup. The Order can use this customer when a Prepaid Service order is placed and the customer is not identified. It has a fake Bill To, and Sold To. and has the Billing Account Administrator relationship to ensure the user can create accounts.

See Using Order Capture and Service Management in the Communications Industry.

The Order can use this customer when a Prepaid Service order is placed and the customer is not identified only when the order is coming from a Storefront. If the Source of the order is anything else, the order needs to be fulfilled and a real customer must be used.

Threshold Amount

Defines the default Threshold dollar amount for a Prepaid Account. When creating a prepaid account, it can be set up to automatically add money when the account balance falls below a certain dollar amount. That is the Threshold dollar amount.

Auto Load

The CSP Admin may want to set up whether or not the default Prepaid Customer should automatically be loaded in when using Add Prepaid Service from the 360-degree view. A Storefront may want to have the Prepaid Customer pre-loaded with each prepaid service order. However, a call center would not.

Do Not Contact

A default setting for whether or not the Do Not Contact setting in CDM should be set for new customers created on a Prepaid order.

Security Question

The CSP Admin may want to set up a default for the Security Question for the Prepaid Account. This security question and its answer appear when the order is taken and when the customer calls in after the order is fulfilled. Since customer information may not have been taken at order time, this security question and answer help confirm the consumer owns the account.

Wireless Service Provider

Enter the wireless service providers from which you will allow customers to port in mobile numbers.

Provider ID

This user defined value identifies a wireless service provider such that it may be selected while entering the port in information. For example, you may enter VERIZON as the Provider ID for Verizon Wireless.

Status

Indicates if this service provider is active or inactive. Only active service providers may be selected when entering port in information.

Description

Enter the description to be displayed on the port in information page.

Contact Name

This is a contact person at the donor service provider who could be contacted if issues arise during the porting process.

Network ID

This field indicates the NPAC managed service provider ID of the donor service provider.

OCN (operating company number)

The OCN of the donor service provider. This value, along with the network ID, will identify the donor service provider in external EIP communications.

Automatic

When Automatic validation is selected, the port in information may be communicated to external systems via Enterprise Integration Points. The validation methods chosen here will be displayed on the port in information page, and the CSR may select a method as appropriate to their actions. Automatic validation is the default when enabled.

Fax Number

This is the fax number used in fax communications relating to the port in process. This check box should be checked when port ins may be instantiated / validated via fax.

Phone Number

This is the phone number used to communicate information relating to the port in process. The check box should be checked if port ins may be instantiated / validated over the phone.

Website URL

This is the website address to be used when manually entering information relating to the port in process. The check box should be checked if port ins may be instantiated / validated through a website.

Phone Number and SIM Assignment on Order

Source Code

Select the default source code value. Delivered values include CTI, Fax, Phone, Self-Service, and Storefront.

Phone Number required

Determines if the Assign Number link should be displayed on the Line Summary grid.

Auto-default Phone Number

This field automatically assigns a phone number to services that require a phone number. This check box is accessible if Phone Number Required check box is selected.

SIM Number required

This field determines if the Assign SIM link should be displayed on the Line Summary grid. For example, a Call Center user will not enter a SIM number whereas a storefront user must enter a SIM number.

Service Management

The Service Management setup definition is used by business processes defined for Service Management. Business processes, depending on the Action and the Action Reason, can create a Sales Lead and/or send notification.

Line Action

Values for line actions include Activate, Add, Change, Change Attribute, Change Phone, Charge, Disconnect, New Order, Remove, Renew, Resume, Suspend, and Suspend/Change.

Line actions are setup in the Order Capture Setup Workbench.

Reason

Defines the reason associated with the action.

Create Lead

This check box defines if a sales lead needs to be created.

Delay Lead in Days

Defines the delay in days for creating the sales lead.

Send Email

Select if an email needs to be sent.

Delay Email in Days

Define the delay in days for sending an email.

Email Template

Define the email template used to compose the email.

See Using Order Capture and Service Management in the Communications Industry.

Customer-supplied handset

Product ID

Define the product ID for Customer supplied handset. The Service Provider can capture and track the IMEI or the serial number of the handsets not supplied by the provider.

Allow Trial period

Allow Trial Period

Select to enable to use of trial periods to apply to products and services in orders.

When enabled, the Trial Duration field appears on the Entry Form page of orders at runtime, with the default value that is defined for the selected source and sub-source on the page.

See Understanding Trial Periods.