Contents

• Title and Copyright Information
• Preface

1 What’s New in This Release

• What’s New in Siebel Order Management Infrastructure Guide, Siebel CRM 24.6 Update
• 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
• InMemory Upgrade Data Service
  • AddMissedItems Method
  • CallPricer Method
  • GetConditionalCharge Method
  • Retrieve Method
  • SetConditionalCharge Method
  • SetSelectedItem Method
  • UpdateMessage Method
• SIS OM PMT Service
  • Construct Search Spec Method
  • Get Selected Row Count Method
• 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