Configuration with Siebel Tools

You can use Siebel Tools to configure Siebel screens and views to match the processes used in your company. For example, you can define the default view that users see when they log in, so that users start on the screen that they use the most frequently. You can also add, remove, or change the names of fields.

You also can use Siebel Tools to change user properties to customize some order management capabilities.

For more information about Siebel Tools, see Using Siebel Tools.

Component Quantity Edits

Component quantity edits are an example of one possible user property change you might want to make in Siebel Order Management.

Typically, a user changes the quantity of a component in the configuration session that starts after clicking the Customize button in the Line Items list. In this case, Siebel Configurator checks all configuration rules to make sure that the change in quantity is appropriate.

Your company can decide to allow changes to component quantities directly in the Line Items list in the Quote or Order by setting the user property Configuration ReadOnly Fields in Siebel Tools.

When this user property has been set, the Qty field in line item for components of products with components is editable. If the Qty field is read-only, then this user property has not been set.

Other User Properties in Order Management

Some other user properties that you might want to change to customize order management functionality are listed in the following table.

User Property	Business Component or Applet	Function
Check Minimum and Maximum Price	Quote Item, Order Entry - Line Items, FS Agreement Item	Checks minimum and maximum price when making manual adjustments to line item.
Skip Loading Default Cfg Instance	Quote Item, Order Entry - Line Items, FS Agreement Item	Sets to Y to skip the loading if the default configurable product instance when adding a new configurable product to a quote.
Spread Discount - Use Root Product Type	Quote Item, Order Entry - Line Items, FS Agreement Item	If set to Y and spreading a discount by type, spreads on components if the root type is the type selected. Otherwise, spreads on the type of component only if the type of component itself matches the selected spread type.
Add Items Limit To Price List	Internal Product Popup	Limits the products that display in the Add Items dialog box to records contained in the price list.
Configuration ReadOnly Fields	Quote Item List Applet, Order Entry - Line Item List Applet, FS Agreement Item List Applet	Removes the entries for Quantity and Quantity Requested to make the quantity of configurable product components editable in the list applet.
Minimum CC Txn Amount	Payments business component	Sets the minimum amount payable by credit card when entering a payment line.
Minimum Cash Txn Amount	Payments business component	Sets the minimum amount payable by cash when entering a payment line.
Minimum Check Txn Amount	Payments business component	Sets the minimum amount payable by check when entering a payment line.
Minimum Purchase Txn Amount	Payments business component	Sets the minimum amount payable by purchase order when entering a payment line.
Minimum Stored Txn Amount	Payments business component	Sets the minimum amount payable by stored value when entering a payment line.
Minimum Wire Txn Amount	Payments business component	Sets the minimum amount payable by wire transfer when entering a payment line.
Check Mailing Address	Payments business component	Mailing address for check.