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Configuring Eligibility, Compatibility, and Pricing

Different information is required to configure eligibility, compatibility, and pricing in the following scenarios:

• In an asset-based ordering (ABO) environment. For more information, see Eligibility, Compatibility, and Pricing Using the Configurator in an ABO Environment.
• In a non-ABO environment. For more information, see Eligibility, Compatibility, and Pricing Using the Configurator in a Non-ABO Environment.
• When using the line item UI, as opposed to the Configurator UI
  • The line item UI refers to the Line Items applet in Siebel application. Access the Line Items applet by navigating to (for example) the Sales Order screen, List, then the Line Items view.
  • This Line Items applet contains a Customize button, which allows you to start the Configurator if the product in the order line item can be configured. The Configurator creates a new view (the Configurator UI) to display the line item in a different way, and allow you to reconfigure the line item.

    For more information, see Eligibility, Compatibility, and Pricing Using the Line Item UI.

This topic describes the configuration that is necessary in Business Components, Integration Objects, and Business Service Properties to set up eligibility, compatibility, and pricing for these different scenarios.

For information about how to configure additional fields for use in eligibility, compatibility, and pricing, see Configuring an Additional Field For Use in Eligibility, Compatibility, and Pricing.

Eligibility, Compatibility, and Pricing Using the Configurator in an ABO Environment

This topic describes how to enable ABO for a Siebel Developer Web Client and a Siebel Application Object Manager.

Enabling Asset Based Ordering for a Siebel Developer Web Client

Use the following procedure to enable ABO for a Siebel Developer Web client.

To enable Asset Based Ordering for a Siebel Developer Web Client

• Set the AssetBasedOrderingEnabled parameter in your configuration file (siebel.cfg) to True.

  Then when you click the Customize button in the quote items applet or order line items applet in your Siebel Business Application:

  • No signal is raised.
  • The SIS OM Edit Delta Quote Line Item workflow is invoked
  • The following integration objects are used to build the Configurator instance property set:

    SIS OM Quote

    SIS OM Order

    SIS OM Asset

Enabling Asset Based Ordering for a Siebel Application Object Manager

Use the following procedure to enable ABO for a Siebel Application Object Manager.

To enable Asset Based Ordering for a Siebel Application Object Manager

1. Set the AssetBasedOrderingEnabled parameter in your Siebel Business Application by navigating to the Administration - Server Configuration screen, Enterprises, Component Definitions, and then the Parameters view.
2. Query for the object manager component where you want to enable ABO.
3. Query for the parameter Order Management - Enable Asset Based Ordering, and set the Current Value to True.
4. Save this record.

   Then when you click the Customize button in the quote items applet or order line items applet in your Siebel Business Application:

   • No signal is raised.
   • The SIS OM Edit Delta Quote Line Item workflow is invoked
   • The following integration objects are used to build the Configurator instance property set:

     SIS OM Quote

     SIS OM Order

     SIS OM Asset

Eligibility, Compatibility, and Pricing Using the Configurator in a
Non-ABO Environment

This topic describes how to disable ABO for a Siebel Developer Web Client and a Siebel Application Object Manager.

Disabling Asset Based Ordering for a Siebel Developer Web Client

Use the following procedure to disable ABO for a Siebel Developer Web client.

To disable Asset Based Ordering for a Siebel Developer Web Client

• Set the AssetBasedOrderingEnabled parameter in your configuration file (siebel.cfg) to False.

  Then when you click the Customize button in the quote items applet or order line items applet in your Siebel Business Application:

  • The Customize signal is raised.
  • The Configurator Load workflow is invoked
  • The following integration objects are used to build the Configurator instance property set:

    7.7 Quote Integration Object

    7.7 Order Entry Integration Object

Disabling Asset Based Ordering for a Siebel Application Object Manager

Use the following procedure to disable ABO for a Siebel Application Object Manager.

To disable Asset Based Ordering for a Siebel Application Object Manager

1. Set the AssetBasedOrderingEnabled parameter in your Siebel Business Application by navigating to the Administration - Server Configuration screen, Enterprises, Component Definitions, and then Parameters view.
2. Query for the object manager component where you want to disable ABO.
3. Query for the parameter Order Management - Enable Asset Based Ordering, and set the Current Value to False.
4. Save this record.

   Then when you click the Customize button in the quote items applet or order line items applet in your Siebel Business Application:

   • The Customize signal is raised.
   • The Configurator Load workflow is invoked
   • The following integration objects are used to build the Configurator instance property set:

     7.7 Quote Integration Object

     7.7 Order Entry Integration Object

Eligibility, Compatibility, and Pricing Using the Line Item UI

When the user clicks on the Reprice (Pricing) button or Verify (Eligibility) button in the quote items applet or order line items applet in the Siebel Business Application, the following integration object is used to for Eligibility, Compatibility, and Pricing evaluation:

• ISS Quote

Configuring an Additional Field For Use in Eligibility, Compatibility, and Pricing

When RaiseSignal is called from a business component (for example, Reprice All from quote), the instance is a BusComp pointer and data is pulled from the business component that is currently in memory (that is, the business component that the applet within the view is based on). When the instance is a BusComp pointer, the integration object is determined by the 'Instance Uniform Name EAI Object*' user properties on that business component.

• Example: Reprice All from the "Quote Item List Applet (Pricing)" on the "Quote Item Detail View (Pricing)" view:

  Integration Object (ABO Mode) - ISS Quote

  Integration Object (Non ABO Mode) - ISS Quote

When RaiseSignal is called from the Configurator (for example, Eligibility within eConfigurator), the instance is a CxObj pointer and data is pulled from the Configurator instance property set. When the instance is a CxObj pointer, the integration object is determined by the final property set that is passed into Configurator.

• Example: Eligibility Check within configurator when launched from Quote UI:

  Integration Object (ABO Mode) - SIS OM Asset

  Integration Object (Non-ABO Mode) - 7.7 Quote Integration Object

The following procedure describes the objects that must be modified in order to involve an additional field in the eligibility, compatibility, and pricing processes. Using this procedure ensures consistent behavior between quotes and orders in the line item UI and in the Configurator UI, in both ABO mode and in non-ABO mode.

To include additional fields in eligibility, compatibility and pricing

1. Add the field to the following business components:

   MACD Quote Item

   MACD Order Entry - Line Items

   Product Eligibility BusComp

2. Add the field to the following integration objects:
   • Quote UI:

     ISS Quote

   • Order UI:

     ISS Order

   • Configurator UI (ABO Mode):

     SIS OM Quote

     SIS OM Order

     SIS OM Asset

   • Configurator UI (non-ABO Mode):

     7.7 Quote Integration Object

     7.7 Order Entry Integration Object

3. Copy the value of the additional field used in the pricing process by creating the corresponding business service user properties for the SIS OM PMT Service.
4. Add the field to the following variable maps:
   • Quote UI and Order UI:

     Default Eligibility Variable Map - Context, and Product Eligibility Variable Map - Context

     Default Pricing Variable Map - Context

   • Configurator UI (ABO Mode):

     Cfg Eligibility Variable Map - Context

     Default Pricing Variable Map - Context

   • Configurator UI (non-ABO Mode):

     Cfg Eligibility Variable Map - Context

     Default Pricing Variable Map - Context

5. Update the following workflow processes as necessary:

   .Product Eligibility & Compatibility - Default

   .Pricing Procedure - Default