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Basic Concepts for Asset-Based Ordering

Asset-based ordering allows companies to:

• Generate asset records from orders
• Create quotes for new products and services based on existing assets
• Create quotes to modify existing products and services
• Modify in-process orders that have been submitted for fulfillment
• Suspend, resume, or discontinue an existing service
• Have visibility into the asset life cycle during customer interactions

Asset-based ordering is included with Siebel Order Management, but it must be activated separately, as described in Setting Up Asset-Based Ordering.

Because asset-based ordering features are workflow-based, they can be easily customized to meet the specific needs of your company. The user interface is described in Using Asset-Based Ordering. The workflows are described in Workflows for Asset-Based Ordering.

Figure 2 shows the cycle of events for asset-based ordering.

Figure 2.  Asset-Based Order Management Cycle

Background concepts that are important if you use the asset-based ordering functionality available in Siebel Order Management are covered in the following topics:

• Customer Profile in Asset-Based Ordering
• Quote and Order Concepts in Asset-Based Ordering