Customer Order Management: Quote to Order (Siebel 7.8)

Description:

Siebel 7.8 Customer Order Management is a comprehensive suite of multichannel eBusiness applications that enables companies to manage products, pricing, contracts, quotes, and orders. Focusing on the Quote to Order functionalities within Siebel 7.8, this course provides a foundational understanding of Customer Order Management (C/OM). The course covers features and functions of Siebel C/OM that can be implemented as-delivered and administered through the client. Some examples on account hierarchies and network order capture, specific to the Communications, Media, and Energy (CME) industry are also covered.

Learn to:

• Administer contacts in both business-to-consumer (B2C) and business-to-business (B2B) scenarios
• Create quotes and orders
• Create quotes to modify, deactivate, suspend, or resume assets
• Set up Data Validation rules and approval items
• Set up and test the Siebel-supplied shipping calculator
• Issue an Availability to Promise (ATP) inquiry

Audience:

Business Analysts
Technical Consultant
Technical Administrator
System Administrators


Objectives:

• Describe the Quote to Order to Asset process
• Identify the different user responsibilities and types and understand their roles in the eSales purchasing process
• Create users and assign appropriate responsibilities and types
• Create quotes and orders
• Customize quotes and orders by administering lists of values (LOVs)
• Describe how asset-based ordering enhances the Quote to Order life cycle
• Convert order line items to assets
• Describe the capabilities of the Data Validation Manager and Approvals Engines
• Contrast the eSales customer checkout process with the Siebel Call Center quote to order process
• Understand the role of workflows and business services in both processes
• Identify common customization points
• Describe C/OM Application Services Interfaces (ASIs) used in order creation, checkout, and tracking
• Administer Web Service ASIs

Topics:

Register Users

Create Quotes and Orders

Administer Quotes and Orders

Administer Asset-Based Orders

Manage the Checkout Process

Automate Quote Validation and Approvals