Contents
1 What’s New in This Release
- What's New in Siebel Order Managment Guide, Siebel CRM 23.9 Update
- What’s New in Siebel Order Management Guide, Siebel CRM 22.12 Update
- What’s New in Siebel Order Management Guide, Siebel CRM 22.11 Update
- What’s New in Siebel Order Management Guide, Siebel CRM 21.6 Update
2 Overview of Order Management
- Overview of Order Management
- About Order Management
- The Order Management Life Cycle
- Scenario for Order Management
- Roadmap for Working with Order Management
3 Setting Up Order Management
- Setting Up Order Management
- Roadmap for Setting Up Order Management
- Setting Up Inventory Locations
- Setting Up Super Users for Product Administration
- Setting Up Integration for Order Management
- Setting Up Order Types
- Defining Order Statuses
- Creating Product Selection Favorites
- Creating 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
- Setting Up Order Cancellation for Non-English Implementations
- Lists of Values to Update for Order Management
4 Integrating Order Management with Back-Office Applications
- Integrating Order Management with Back-Office Applications
- Integration Strategy for Order Management
- Smart Part Numbers and Order Management Integration
- About ASIs for Order Management
- Setting Up Quote and Order ASIs
- Process of Integrating Quotes and Orders with Back-Office Applications
- ASI Workflows for Quotes and Orders
5 Integrating Order to Cash and Distributed Order Orchestration
- Integrating Order to Cash and Distributed Order Orchestration
- Process of Integrating Order to Cash
- Setting System Preferences for Order to Cash
- Setting Up Integration Users for Order to Cash
- Configuring Web Services for Order to Cash
- Enabling Component Groups for Order to Cash
- Configuring Workflow Policies for Order to Cash
- Activating Workflows for Order to Cash
- Setting Up Data Validation Rules for Order to Cash
- Integrating Distributed Order Orchestration
- Setting Up Data Validation Rules for Distributed Order Orchestration
6 Integrating Order Management with Third-Party Product Availability Applications
- Integrating Order Management with Third-Party Product Availability Applications
- About Third-Party Product Availability Applications
- Process of Setting Up Third-Party Product Availability Applications
- Checking Availability Fulfillment Methods
- Setting the ATP Action Parameter in Quote and Order Business Components Properties
- Verifying the External ATP Check Business Service User Properties
- Configuring Web Services for Availability to Promise
- Preventing Rollup of Availability Summary Data
- Extending the ASI for Availability to Promise
- Extending Returned Data for Availability to Promise
- Customizing UI Terms for Availability to Promise
- Requiring User Registration for Availability to Promise
7 Integrating Order Management with Third-Party Credit-Check Applications
- Integrating Order Management with Third-Party Credit-Check Applications
- About Third-Party Purchase Order Credit Checking Applications
- Process of Setting Up Purchase Order Credit Checking Applications
- Verifying the External Credit Check ASI User Properties
- Configuring Web Services for Purchase Order Credit Checking Applications
- Activating the Workflows for Purchase Order Credit Checking Applications
- Modifying User Properties for Purchase Order Credit Checking Integration
- Turning Off Credit Checking
- Customizing When Credit Checks Are Performed
- Changing the Credit Auto-Approval Limit for Accounts
- Skipping Credit Checks for an Account
- Restricting Which Employees Can Administer Credit Checking
- Extending the ASI for Credit Check Interface Request
8 Integrating Order Management with Third-Party Taxation Applications
- Integrating Order Management with Third-Party Taxation Applications
- About Third-Party Taxation Applications
- Installing Taxware Applications on Windows
- Setting Up Taxware Applications on Windows
- Installing and Setting Up Taxware Applications on UNIX
- Enabling Tax Calculation
- Taxing Customizable Products
- Taxware Integration with Siebel eSales
- Customizing Taxware Integration
- Handling Unicode Conversion Errors
9 Integrating Order Management with Oracle ATG Web Commerce
- Integrating Order Management with Oracle ATG Web Commerce
- About Integrating Siebel Business Applications with Oracle ATG Web Commerce
- Setup Tasks for Integrating Siebel Business Applications with Oracle ATG Web Commerce
- Process of Exporting Records to Oracle ATG Web Commerce
- Maintaining Product Data for Integration with Oracle ATG Web Commerce
10 Integrating with Oracle Intelligent Advisor
- Integrating with Oracle Intelligent Advisor
- About Creating Product Advisors
- Process of Setting Up Oracle Intelligent Advisor to Create Product Advisors
- Using Oracle Policy Automation Product Advisors
11 Distributed Order Orchestration
- Distributed Order Orchestration
- About Oracle Fusion Distributed Order Orchestration
- Scenarios for Distributed Order Orchestration
- Tasks for Using Distributed Order Orchestration
- Tracking Orders with Distributed Order Orchestration
- Revising Orders with Distributed Order Orchestration
- Cancelling Orders with Distributed Order Orchestration
- Using Return Merchandise Authorization Orders with Distributed Order Orchestration
- Checking Availability to Promise with Distributed Order Orchestration
12 Creating and Managing Catalogs
- Creating and Managing Catalogs
- About Siebel Catalog
- Roadmap for Creating Catalogs
- Process of Setting Up Catalogs
- Process of Setting Up Categories
- Building Catalog Hierarchies
- Example Process of Creating Display Templates for Categories
- Process of Setting Up Attribute Search
- About Dynamic Product Catalogs
- About the Siebel Sales Catalog in Open UI
13 Setting Up Product Recommendations
- Setting Up Product Recommendations
- About Product Recommendations
- Scenario for Product Recommendations
- Creating Product Recommendations
- Turning Off Product Recommendations
- Guidelines for Implementing Product Recommendations
- Product Recommendation Technical Reference
- Configuring Recommendation and Scoring Logic
- Unified Messaging Service and Product Recommendations
14 Creating a Quote or Sales Order
- Creating a Quote or Sales Order
- Process of Creating a Quote
- Process of Creating a Sales Order That Is Not Based on a Quote
- Common Tasks for Creating Quotes and Sales Orders
- Adding Line Items to a Quote or an Order
- Working with Line Items of Quotes and Orders
- Selecting a Nondefault Price List
- Viewing and Recalculating Prices
- Applying a Manual Discount
- Adding Shipping Information
- Calculating Shipping Charges
- Calculating Taxes
- Checking Availability to Promise (ATP)
- Entering Payment Information for Quotes or Orders
- Changing the Default Price List and Rate List
- How End Users Work with Product Promotions
- Process of Enabling the Automatic Configuration of Customizable Products
- Configuring Multiple Customizable Products
- Changing Save All button behavior
- Get Product Instance Information API
- Invoking GetProdInstInfo for Telecommunications Use case
15 Working with Quotes
- Working with Quotes
- About Quotes
- Updating Opportunities from Quotes
- Including Quote Items in a Forecast
- Accessing An Existing Quote
- Revising a Quote
- Viewing Change History for Quote Line Items
- Adding Line Item Fields to the Change History
- Converting a Quote to an Order
- Converting a Quote to an Agreement
- Displaying Charts to Analyze Quotes
16 Working with Sales Orders
- Working with Sales Orders
- About Orders
- Accessing an Existing Order
- Submitting an Order
- Associating an Activity Plan or Activity with an Order
- Approving an Order
- Checking the Status of Order Shipments
- Viewing Shipping Details for Orders and Order Lines
- Placing an Order on Hold
- Canceling an Order
- Revising an Order
- Viewing Change History for Sales Order Line Items
17 Using Asset-Based Ordering
- Using Asset-Based Ordering
- About Asset-Based Ordering
- Basic Concepts of Asset-Based Ordering
- Scenario for Asset-Based Ordering
- Creating a Quote Using Asset-Based Ordering
- Creating a Quote That Modifies an Asset
- Ungrouping Quote or Order Line Items
- Editing Quote Line Items Using Asset-Based Ordering
- Converting Quotes to Orders Using Asset-Based Ordering
- Editing Order Line Items Using Asset-Based Ordering
- Submitting an Order Using Asset-Based Ordering
- Revising a Submitted Order Using Asset-Based Ordering
- Creating a Follow-On Order
- Modifying the Service Profile
- Deactivating an Installed Asset
- Suspending and Resuming Service
18 Workflow and Method Reference for Order Management Interface
- Workflow and Method Reference for Order Management Interface
- Order Management Interface Workflow Reference
- Account - New Order Workflow
- Account - New Quote Workflow
- Contact - New Order Workflow
- Contact - New Quote Workflow
- Goto_Quote Workflow
- Goto_Order Workflow
- Verify Header (Quote) Workflow
- ISS Validation (Agreement) Workflow
- ISS Validation (Order) Workflow
- ISS Validation (Quote) Workflow
- ISS Approval (Quote) Workflow
- ISS Approval (Order) Workflow
- ISS Approval (Agreement) Workflow
- ISS Post Approval Workflow (Quote) Workflow
- ISS Post Approval Workflow (Order) Workflow
- ISS Post Approval Workflow (Agreement) Workflow
- Order Management Interface Methods Reference
19 Workflow Reference for Employee Asset-Based Ordering
- Workflow Reference for Employee Asset-Based Ordering
- About Workflows for Employee Asset-Based Ordering
- Workflow to Ungroup Quote Line Items
- Workflow to Ungroup Order Line Items
- Workflow to Edit Quote Line Items
- Workflow to Convert a Quote to an Order
- Workflow to Edit Order Line Items
- Workflow to Submit an Order
- Workflow to Apply an Order to the Service Profile
- Workflows to Modify the Service Profile
- Workflows to Redisplay the Service Profile
- Workflows that Allow Users to Modify a Service Item
- Workflows to Disconnect a Service Item
- Workflows That Allow Users to Suspend or Resume Service Items
- Workflows for Contact-Based Asset-Based Ordering
- Workflows for Quotes and Orders Assets Catalog Views
- Workflows that Support the Automatic Configuration of Customizable Products
20 Product Data Service and Import Export API Reference
- Product Data Service and Import Export API Reference
- About the Product Data Service API
- Product Data Services API Architecture
- Product Data Services API Methods Reference
- GetCatalogs Method
- GetCatalogCategories Method
- GetCategoryProducts Method
- GetProductDetails Method
- PublishCatalog Method
- GetFavorites Method
- GetFavoriteItems Method
- GetRelatedProducts Method
- GetRelatedPromotions Method
- GetProductAttributeDomain Method
- GetProductChildren Method
- GetSearchOptions Method
- GetSearchParameters Method
- ExecuteSearch Method
- AddFavoriteToQuote, AddFavoriteToOrder, AddFavoriteItemtoQuote, AddFavoriteItemtoOrder, SaveQuoteAsFavorite, and SaveOrderAsFavorite Methods
- DeleteQuote Method
- InsertQuote Method
- UpdateQuote Method
- DeleteQuoteItem Method
- InsertQuoteItem Method
- UpdateQuoteItem Method
- DeleteOrder Method
- InsertOrder Method
- UpdateOrder Method
- DeleteOrderItem Method
- InsertOrderItem Method
- UpdateOrderItem Method
- GetActiveQuote Method
- SetActiveQuote Method
- GetActiveOrder Method
- SetActiveOrder Method
- PDS PublishCatalog Test Sample Workflow
- ISS Authoring Import Export Business Service Reference
- Modeling Data Before Using ISS Import Export Authoring Service
- Methods of the ISS Import Export Authoring Service
- ExportVOD Method
- ExportFullVOD Method
- ImportVOD Method
- ADMValidate Method
- ADMPreview Method
- ADMExport Method
- ADMImport Method
- ReleaseSingleObject Method
- ReleaseJwsObjects Method
- Post_EIM_Upgrade Method
- CleanupSingleObject Method