Siebel Order Management Guide Addendum for Fleet Management > Using Siebel Orders for Fleet Management > Process of Creating Orders for Fleet Management >

Choosing a Solution

The customer service representative asks the customer to choose among the solutions that have been generated.

After the rating engine generates solutions, the following information appears in the Solutions view:

• The Solution list includes all the available solutions, with the planned start time, planned end time, total price, and other information for each solution.
• The Solutions Details list includes details for each solution, including service providers and modes for each detail. If the order is multimodal, or includes several different pickups and deliveries, the list might include several service providers.
• The Solution Detail Pricing list includes the pricing for each Solution Detail, breaking the price into elements, such as the basic transportation price, plus any other charges, such as the price of accessorial services, or the price of special services.

If there is a contractual agreement with the customer, the customer can choose one of the solutions and the published price displayed for it. If the customer does not have a contractual agreement, the customer can select one of the solutions and the spot price displayed for it, or the customer can choose one of the solutions and negotiate a different spot price.

This task is a step in Process of Creating Orders for Fleet Management.

To choose a solution

1. View the possible solutions in the Fleet Management screen, Solutions view.

   After you have clicked Get Ratings and Routes, the rating engine generates the solutions, and the Siebel application navigates you to the Solutions view, where the solutions are displayed.

2. If the customer does not accept any of the listed solutions:
   1. Click the Select check box for any solution.
   2. Click Reject Fleet Order to reject the order.
3. If the customer is not able to decide yet:
   1. Click the Select check box for the solution that the customer prefers.
   2. Click Save Order to save the order and this solution for later reuse.
4. If the customer accepts one of the solutions:
   1. Click the Select check box for the solution that you want.
   2. Click Confirm Now.

      In the Line Items view, records are added representing the commodities and special services in the order. In the Order Header, the value Accepted appears in the Status field, and the total price of the solution appears in the Total Price field.

5. If the customer does not have a contractual agreement and wants to renegotiate the price of one of the solutions:
   1. Click the Select check box for the solution that you want.

      The Select check box must be checked so you can edit the solution.

   2. In the Solution Detail Pricing list, in the Customer Offer field, enter the customer's offered price for each of the products listed.

      Some accessorial products have a nonnegotiable price, so the NON-Negotiable check box is selected. The fields used for negotiating their prices are read-only. The rating engine determines which items are nonnegotiable.

   3. If the customer and the customer service representative agree a price for the products in the Solution Detail list, enter it in the Accepted Price field.
   4. Click Confirm Now.

      In the Order Header, the value Accepted appears in the Status field, and the total price appears in the Total Price field.