Setting Up Asset-Based Ordering

Asset-based ordering is available with the Siebel Order Management module. Asset-based ordering adds the following features to the application:

• The Account Summary and Installed Asset views in the Accounts screen.

• The following buttons that are specific to asset-based ordering:

  • In the Account Summary view, New, Modify, and Disconnect

  • In the Installed Assets view, Suspend and Resume

  • In the Order screen, in the Quote and Order Line Items view, Submit, Auto Asset, and Customize

Note:

Note that the Submit button on the Order screen and the Customize button on the Quote and Order Line Items view also work when asset-based ordering is turned off. From the user’s perspective, the action triggered by clicking these buttons is the same. However, when asset-based ordering is turned on, the buttons perform these actions by running a workflow.

To set up asset-based ordering, perform the following tasks:

1. Setting the Server Component Parameter. Set the server component parameter Order Management - Enable Asset Based Ordering to True.

2. Making Changes to the Asset-Based Ordering Workflows. If necessary, change the asset-based order workflows to reflect your business needs.

3. Activating the Workflows. Activate the asset-based ordering workflows in the Business Process Designer screen.

4. Configuring Asset-Based Ordering. You can configure asset-based ordering using Siebel Tools.

5. Setting the Default Value for Auto-Assets. You can set the default value used when users create auto-assets.

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