Siebel 8.0 Customer Order Management Accelerated

Description:

Siebel 8.0 Customer Order Management is a comprehensive suite of multichannel applications that enables companies to manage products, pricing, contracts, quotes, and orders.

The first section of this course covers features and functions of Siebel COM that can be implemented as-delivered and administered through the client. Some content covers product modeling for the Communications, Media, and Energy (CME) industry. The second section expores pricing fundamentals, such as price lists and volume discounts and then describes how to customize the underlying pricing procedures to implement advanced pricing policies such as attribute adjustments and discount matrices.

Learn To:

• Create and administer simple products
• Create component-based and attribute-based customizable products
• Manage product promotions
• Administer basic pricing policies
• Configure pricing procedures
• Implement attribute adjustments

Audience:

Functional Implementer
Technical Consultant
Business Analysts

Objectives:

• Create attributes and domains, and assign them to a hierarchy
• Create, version, and release a product record and its details
• Describe Eligibility and Compatibility (E & C) examples and usage scenarios
• Create a product catalog
• Create multiple product user interfaces
• Create and administer promotions
• Create constraints for customizable products
• Add products to price lists and administer prices
• Create a component-type customizable product by defining relationships
• Administer aggregate discounts
• Administer price lists for simple and configurable products
• Configure price waterfall messages and displays
• Configure signals and variable maps
• Implement pricing policies based on attribute adjustments
• Implement pricing policies based on discount matrices
• Use Siebel Tools to modify pricing procedure workflow processes

Prerequisites:

Suggested Prerequisites:
Familiarity with Siebel Tools and configuration
Familiarity with scripting
Siebel 8.0 Fundamentals

Topics:

Customer Order Management Overview

Administering Simple Products
Describing simple products
Creating and entering detail for simple products
Versioning and releasing a product record

Administering Attributes and Classes
Describing attributes
Creating a class hierarchy
Creating attributes and domains, and assigning them to a hierarchy
Assigning products to the class hierarchy
Generating smart part numbers

Pricing Overview
Creating a new price list and price list line items
Creating volume discounts

Administering Catalogs and Categories
Describing a product catalog
Creating catalogs and categories
Adding products to categories
Understanding product catalog visibility

Administering Component-Type Customizable Products
Creating a component-type customizable product by defining relationships
Using a Workspace Project to manage, test, and release products, attributes, and classes
Using Time Slice reports to track changes within a given object/version during its life

Pricing Customizable Products
Describing component-based customizable product pricing strategies
Using the Pricing Designer to view and price a component-based customizable product

Administering Constraints
Creating constraints to enforce business logic during product configuration
Describing commonly-used rule types

Administering Eligibility and Compatibility
Describing Eligibility and Compatibility examples and usage scenarios
Defining Eligibility and Compatibility matrices
Administering Eligibility and Compatibility rules

Administering Promotions
Listing types of product promotions
Administering product bundles, coupons, and special configuration promotions
Administering eligibility and compatibility for product promotions
Using product promotions with quotes and orders

Administering Recommendations
Describing product and promotion recommendation functionality
Creating product and promotion recommendations
Defining messages using Unified Messaging administrative views

Administering Multiple Product UIs
Creating multiple product user interfaces (UIs) for a customizable product
Using user interface properties for additional functionality
Describing the logic governing product UI selection

Using Application Deployment Manager
Describing the Application Deployment Manager (ADM) architecture
Exporting product-related data from a Siebel application
Packaging product data for deployment using ADM

Modeling Communications, Media, and Energy Products
Listing business requirements and modeling challenges in Communications, Media, and Energy (CME)
Representing CME products in the Siebel application
Differentiating between predictive, interactive, and reactive product selection rules

Introducing Siebel 8.0 Pricing Configuration
Overview of Customer Order Management (COM) Entities
Product Types in Siebel COM
Overview of Pricing Management

Prerequisite Siebel Configuration Technology
Object Types and Definitions
Using Siebel Tools to Examine Object Definitions
Business Services in Siebel CRM Applications
Modifying Siebel Workflow Processes

Administering Basic Pricing Policies
Administering Price Lists
Creating Volume and Promotional Discounts
Administering Service Pricing
Creating Aggregate Discounts
Pricing Component-Type Customizable Products

Siebel COM Pricing Architecture
Understanding Pricing Procedures and Row Sets
Invoking Pricing Procedures
Understanding Signals
Configuring Variable maps
The Product Selection and Pricing Engine
The Row Set Transformation Toolkit Business Service
RSTT Transforms

Price Waterfalls
Generating a Price Waterfall
Extending a Price Waterfall

Configuring Advanced Pricing Policies
Implementing Attribute Adjustments
Implementing Discount Matrices
Implementing Hierarchical Discounts
Implementing Aggregate Volume Discounts