Contents

• Title and Copyright Information
• Preface
• 1 What’s New in This Release
  • What’s New in Siebel Order Management Infrastructure Guide, Siebel CRM 20.1 Update
  • What’s New in Siebel Order Management Infrastructure Guide, Siebel CRM 19.1 Update
• 2 Service-Oriented Architecture
  • Service-Oriented Architecture
  • About Business Services
  • About Service-Oriented Architecture
  • How Siebel C/OM Is Built on a Service-Oriented Architecture
  • How Siebel C/OM Can Be Integrated with Other SOA Applications
    • Outbound Integration of C/OM Services
    • How Siebel C/OM Can Be Used with SOA
  • Web Services for Customer Order Management
    • Web Services in Version 8.1
      • New Web Services
      • New Self Service Web Services
      • New Communications, Media, and Utilities Web Services
      • Modified Web Services
      • Consolidated Web Services
    • Workflows to Activate for Customer Order Management
• 3 Signals
  • Signals
  • About the Signals Mechanism
    • Components of the Signals Mechanism
    • Signals Administration
    • Signal Dispatcher
    • Signal Sources
    • Signal Actions
  • Creating Signal Actions
    • Modifying Signal Properties for Signal Actions
    • Example of Signal Properties Settings for a CanInvoke Check
  • Invoking Signals from Controls and Custom Script
    • Invoking Signals from a Button
    • Invoking Signals from a Script
  • Using Recursion with Signals
  • Migrating Signals Between Environments
• 4 Variable Maps
  • Variable Maps
  • About Variable Maps
    • Concepts of Variable Maps
    • Variable Map Types
    • Working with Variable Maps
  • Components of Variable Maps
    • About Using ISS Integration Objects with the Variable Map Mechanism
    • Configuring ISS Integration Objects
  • Supported Source Types for Variables
    • Business Object
    • Business Service
    • Instance
  • About Using Variable Maps
    • Querying with the Business Object Source Type
    • Using the Business Service Source Type to Populate Variables
      • Invoking a Business Service to Populate Variables
      • Invoking a Business Service to Populate a Child Property Set
      • Using a Single Invocation to Populate Multiple Variables or Child Variable Maps
    • Using the Instance Source Type for the Customizable Product Instance Property Sets
    • Creating Variable Maps
      • Updating an Existing Variable Map
      • Configuring a Custom Mode User Property for a Business Component
      • Behavior of the On Null Property When Defining Variables in a Variable Map
    • Defining the Variable Map Used by a PSP Procedure
      • Example of Variable Map Methods in Use
    • Migrating Variable Maps Between Environments
  • Variable Map Methods of the Context Service Business Service
• 5 PSP Engine
  • PSP Engine
  • About the Product Selection and Pricing Engine
    • Advantages of PSP Usage
    • PSP Concepts
    • How PSP Procedures Are Built
    • About Row Sets
  • Components of the PSP Engine
    • Controller Workflow
    • Variable Maps
    • PSP Procedures
    • PSP, Siebel Workflow, and Siebel Tools
    • Row Set Transformation Toolkit Business Service
    • Custom Business Services
  • PSP Driver Workflow
  • Conditions and Actions for PSP Procedures
    • PSP-Supported Action Expression Constructs
    • PSP-Specific Functions Used in Action Expressions
      • Using the Four-Parameter GetXA Signature
      • LookUpMessage API
    • Row Set Variables Used in Action Expressions
    • Conditions and Action Variables Vary by Transform
  • About Temporary Variables
  • Row Set Transformation Toolkit Methods
    • Aggregate Method
    • Conditional Action Method
    • Dynamic Look-Up Method
    • Dynamic Subprocedure Method
    • Hierarchical Look-Up Method
      • Implementing Aggregate Functions
    • Hierarchical Method
    • Merge Method
    • Query Method
    • Row Set Look-Up Method
    • Rule Set Look-Up Method
    • Simple Look-Up Method
    • Split Method
  • Configuring PSP Procedures
    • Creating PSP Procedures
    • Best Practices for Configuring PSP Procedures
    • Configuring Eligibility, Compatibility, and Pricing
      • Eligibility, Compatibility, and Pricing Using the Configurator in an ABO Environment
      • Eligibility, Compatibility, and Pricing Using the Configurator in a Non-ABO Environment
      • Eligibility, Compatibility, and Pricing Using the Line Item UI
      • Configuring an Additional Field For Use in Eligibility, Compatibility, and Pricing
  • Creating a Custom PSP Application
    • Creating a Custom Transform
  • Calling a PSP Procedure from an External Application
  • About Logging of PSP
  • About Troubleshooting of PSP
    • PSP Cache Event
    • PSP Data Event
    • PSP Parser Event
    • PSP Transform Event
    • PSP Pricer Service Event
  • About Tuning Performance of PSP
    • Preconfigured PSP Procedures
    • General Design Guidelines
    • SQL Queries
    • Logging of Performance
    • Transforms Involving Database Queries
    • Enabling PSP Cache
    • Setting Cache Size
    • Using the PSP Generic Cache
    • Optimizing PSP Cache
    • Defining a Cache Refresh Key
      • Search Specification and Cache Refresh Key
      • Row Set Transformation Toolkit Methods for PSP Cache Refresh
    • Configuring a Clear Cache Button
      • Clear Cache Button for BusComps without a Cache Refresh Key
      • Clear Cache Button for BusComps with a Cache Refresh Key
    • About Using the PSP Dynamic Look-Up Transform Cache
    • About PSP Cache Performance Statistics
• 6 PSP Waterfall
  • PSP Waterfall
  • About Waterfalls
    • A PSP Procedure Generates Waterfall Output Each Time It Executes
    • A Controller Workflow Invokes the PSP Waterfall Business Service
    • Waterfalls and Performance
    • Configuration of Waterfalls
  • About Configuring Waterfall Output
    • Adding New Fields to an Existing Waterfall
    • Creating a New Waterfall
      • Populating Child Waterfall Property Sets
      • Exposing the Waterfall Output
      • Saving Waterfall Data
      • SyncToDB Input Arguments
• 7 Unified Messaging
  • Unified Messaging
  • About Unified Messaging
    • Concepts of Unified Messaging
    • Message Types Administration
  • Components of Unified Messaging
    • Registered Message Display Services
    • Custom Message Display Services
    • Payload Variables
    • Message Property Set
    • Message List Property Set
    • Message Responses
    • Message Translations
  • Unified Messaging Service Business Service Methods
  • Creating Message Types
  • Configuring the Display of Messages
    • Adding a Message Applet to a View
    • Adding a Message Icon to a View
  • Implementing Multilingual Substituted Text
  • Implementing a Custom Message-Generation Engine
  • About Working with Message Responses
    • Logging Message Responses
    • Attaching a Business Service to a Message Response
  • About Suppressing Duplicate Messages
    • Suppress Repetition Flag
    • Suppression Scope
  • Suppressing Duplicate Messages
  • Migrating Message Types Between Environments
  • Tuning Performance of Unified Messaging
  • Using Unified Messaging with the PSP Engine
    • Example of a LookUpMessage Call
• 8 Data Validation Manager
  • Data Validation Manager
  • About Data Validation Manager
  • Roadmap for Implementing Data Validation Processing
  • Process of Administering Data Validation Rules
    • Defining Error Messages for Data Validation
    • Defining a Data Validation Rule Set
      • Defining a New Validation Rule Set
      • Revising an Existing Validation Rule Set
      • Exporting a Validation Rule Set
      • Importing a Validation Rule Set
    • Defining Rule Set Arguments
    • Defining Validation Rules
    • Defining Validation Rule Actions
    • Activating a Data Validation Rule Set
  • Process of Invoking the Data Validation Manager Business Service
    • Invoking Data Validation Manager from a Runtime Event
    • Invoking Data Validation Manager from a Workflow
    • Viewing a Validation History
• 9 Approvals Manager
  • Approvals Manager
  • About Approval Processing
    • Approval Item
    • Approval Stage
    • Approval Types
  • ISS Approval Business Service Methods
    • CreateNewApprovalTasks Method
    • GetApprovalStatus Method
    • SetApprovalDecision Method
  • Defining Approval Items and Approval Stages
  • About Invoking the Approvals Manager Business Service from a Workflow
    • Configuring the Start Step for a Workflow That Invokes the Approvals Manager Business Service
    • Configuring the Business Service Step for a Workflow That Invokes the Approvals Manager Business Service
  • Approving or Declining Approval Stages (End User)
• 10 Asset-Based Ordering Methods Reference
  • Asset-Based Ordering Methods Reference
  • Product Manipulation Toolkit Business Service Methods
    • User Properties Used by PMT Methods
    • Delta Method
    • Apply Method
    • Trim Method
    • Explode Method
    • Explode Siebel Object Method
    • Find Orders Method
    • Logical Delete Method
    • Get Profile Attribute Method
    • Get Instance Method
    • Convert Product Instance Method
    • Assign New Service IDs Method
    • Is Fully Ex Method
    • Is Module Licensed Method
    • Merge Method
    • Quote To Revenue Method
    • Reconfigure Product Instance Method
    • Reset Method
    • Retrieve Next Object From List Method
    • Set Action Method
    • Set Exception Error Message Method
    • Set Field Value Method
    • Set Multiple Field Values Method
    • Set Output Header Method
    • Set Product Instance Method
    • Set Profile Attribute Method
    • Synchronize Method
    • Update Multi Object List Method
    • Update Order Line Item Completed Flag Method
    • Get Cfg Button Click Information Method
    • Refresh Business Component Method
    • Invoke BC Method
    • Iterate Process For Selected Rows Method
    • Get Selected Row Count Method
    • Get First Selected Row Values Method
    • Ungroup Method
  • Order Entry Toolkit Business Service Methods
    • CreateAccount Method
    • CreateOrder Method
    • GetBCCount Method
    • GotoView Method
    • SelectPrimary Method
    • SetLIAccounts Method
    • SubmitOrder Method
    • ValidatePayment Method
    • ValidateQuote Method
    • ViewCart Method
  • Account Administration Toolkit Business Service Methods
    • PickAccount Method
    • SetPrimary Method
    • AssociateAccountToUser Method
    • EstablishMtoM Method
    • Invoke BC Method
  • Complex Product AutoMatch Business Service Method
    • Auto Match
• 11 Projected Asset Cache
  • Projected Asset Cache
  • About Projected Asset Cache
    • Retrieve Data
    • Build the Future Requested State
  • Projected Asset Cache Business Service Methods
    • Initialize Method
    • Query Method
    • Reset Method
    • Retrieve Method
  • Using the VORD Projected Asset Cache Business Service
• 12 Compound Product Validation
  • Compound Product Validation
  • About Compound Product Validation Engine Business Service
  • Compound Product Validation Engine Business Service Methods
    • FindFutureDate Method
    • Format Violation Method
    • Validate Method
    • ValidateComplexProduct Method
    • ValidateComplexProductAll Method
    • ValidateComplexProductFromPropertySet Method
• 13 Copy Service
  • Copy Service
  • About Copy Service
    • Configuring Copy Maps
  • Copy Service Methods
    • GetFieldValueFromInstance Method
    • LoadInstanceFromBC Method
    • SetFieldValueFromInstance Method
    • PopAndReleaseInstance Method
    • Copy Method
    • RefreshBCFromInstance Method
    • CleanupEAI Method
    • CleanupInstance Method
    • LoadEAI Method
    • SetupLineNumbers Method
    • SetupSyncUpsert Method
    • StoreEAI Method
    • CheckEligibilityHelper Method
    • CalculatePriceHelper Method
• 14 Data Transfer Utilities Business Service
  • Data Transfer Utilities Business Service
  • About Data Transfer Utilities
    • Considerations for Data Transfer Utilities
      • Use of Active Business Objects
      • Invocation Context
      • Well-Positioned Buscomps
      • Recursive Invocation
    • Using Named Parameters in DTU
    • Calculation Expressions in DTU
      • Curly Bracket Pair {field}
      • Named Parameter
    • Using DTU with Order Management Signals
    • About Working with Hierarchical Business Components
    • ISS Copy Service and the Data Transfer Utility
    • Configuring Event-Based Commands for DTU
    • Dynamic Enabling of Commands for DTU
      • Srf Mode
      • Mock Event Sink
    • Performance Tuning for DTU
  • About Data Maps
    • Data Map Objects
    • Data Map Components
    • Data Map Component Advanced Options
    • Data Map Fields
    • Data Map Field Advanced Options
    • Migrating Data Map Objects Between Environments
  • Example of Defining Data Maps to Use with the DTU
    • Finding the Data Map Object
    • Mapping Headers
    • Mapping Line Items
    • Mapping the Extended Attributes
  • Examples of Invoking the DTU
    • Example of Invoking the DTU from a Signal: Auto Sales Order
    • Example of Invoking DTU from a Workflow: Auto Order Web Service
    • Example of Using DTU Services
  • Data Transfer Utilities Methods
    • DataTransfer Method
    • FAFireEventxxx Method
    • GetActiveViewProp Method
    • TryMockMethod Method
    • QueueMethod Method
• 15 Other Component Business Services for C/OM
  • Other Component Business Services for C/OM
  • Context Service Business Service
    • GetRowSetData Method
    • SyncRowSetData Method
  • ISS ATP Service
    • CSSISSFulfillmentService::SetATPInputArgument Method
    • CSSISSFulfillmentService::ATPRunCheck Method
  • ISS Credit Card Transaction Service
    • AuthCharge Method
    • Authorization Method
    • Charge Method
    • Refund Method
    • Reverse Method
  • ISS Credit Check Service
    • CreditCheckRunCheck Method
    • SetCreditCheckResults Method
  • ISS Disable Service
    • DisableCopyXAService Method
    • DisableCheckCanInsert Method
    • RestoreServiceState Method
  • ISS Package Product Service
    • MergeIntoOnePackage Method
    • RemoveFromPackage Method
  • ISS Payment Profile Service
    • SaveAsPaymentProfile Method
    • UpdatePaymentProfile Method
  • ISS Promotion Agreement Manager
    • CalculateDates Method
    • CheckCommitmentCompliance Method
    • FilterCurrentDocument Method
    • FilterPAC Method
    • GetPromotionDetails Method
    • InvokeCopyService Method
    • SetProfileAttributes Method
    • RemoveProfileAttributes Method
    • SetOldAssetDetails Method
  • ISS Promotion CP Admin Service
    • ClearCache Method
    • GetPromotionConstraints Method
  • ISS Promotion Edit UI Service
    • ApplyEditPromotion Method
    • EditPromotion Method
  • ISS Promotion Management Service
    • ApplyPromotion Method
    • ClearAssociation Method
    • ClearMessages Method
    • CollectAssetList Method
    • GetContext Method
    • GetResponseType Method
    • InitializePAC Method
    • IntegrityCheck Method
    • LoadMessage Method
    • LoadPromRelatedAssets Method
    • MsgResponse Method
    • RecommendPromotion Method
  • ISS Revenue Synchronization Service
    • Quote Method
    • UpdateOppty Method
  • ISS Sequence Service
    • Sequence Method
  • ISS Service Product Service
    • Service Method
  • ISS Shipping Calculation Service
    • CalculateShippingCost Method
  • ISS Shipping Cost Service
    • CalculateShippingCost Method
  • ISS Smart Part Number Generation Service
    • GeneratePartNumber Method
  • ISS Spread Discount Service
    • SpreadDiscount Method
  • ISS Tax Calculation Service
    • TaxCalculation Method
    • InternalTaxCalculation Method
  • ISS Template Service
    • SaveAsTemplate Method
    • OrderTemplate Method
    • OrderTemplateSelectItems Method