Creating Activity Plan Templates

In Siebel Order Management, activity templates are useful to itemize the activities that must occur after an order for a particular product is placed or filled. For example, when a product requires installation, you want to make arrangements for the installation when the order is placed.

Activity templates are typically created by an administrator, so that they are available when a sales administrator or call center agent creates an order.

The following steps describe how to create an activity template. For information on how to associate a template with an order, see Associating an Activity Plan or Activity with an Order.

This task is a step in Roadmap for Setting Up Order Management.

To create an activity plan template

1. Navigate to the Administration - Data screen, and then the Activity Templates view.

2. In the Activity Plan Templates list, add a new record and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Name	Enter a name for the template.
   Type	Choose the type Order Entry - Line Items.
   Sales Stage	Select the sales stage when this template is available.
   Auto Trigger	Select this check box to provides the activities from this template to a sales stage, when the sales stage is set for an opportunity
   Public	Select this check box to allow others not on your team to use this activity plan.

3. Click the Activity Template Details view tab.

4. In the Activity Template Details list, add a new record for each required activity, choose an activity type, and then complete the other necessary fields.