• Title and Copyright Information
• Preface
• 1 What’s New in This Release
  • What's New in Siebel Order Managment Guide, Siebel CRM 25.11 Update
  • What's New in Siebel Order Managment Guide, Siebel CRM 25.7 Update
  • What's New in Siebel Order Managment Guide, Siebel CRM 23.9 Update
  • What’s New in Siebel Order Management Guide, Siebel CRM 22.12 Update
  • What’s New in Siebel Order Management Guide, Siebel CRM 22.11 Update
  • What’s New in Siebel Order Management Guide, Siebel CRM 21.6 Update
• 2 Overview of Order Management
  • Overview of Order Management
  • About Order Management
  • The Order Management Life Cycle
  • Scenario for Order Management
  • Roadmap for Working with Order Management
• 3 Setting Up Order Management
  • Setting Up Order Management
  • Roadmap for Setting Up Order Management
    • Activating Workflows for Order Management
    • Setting Up Accounts and Contacts for Order Management
    • Setting Up Salespeople
    • Setting Up Products, Pricing, and Catalogs
    • Setting Up Shipping Information
      • Modifying Lists of Values for Shipping
      • Setting Up Shipping Charges
      • Setting Up Default Carriers for Accounts
    • Setting Up Tax Calculations
      • Entering Taxes Manually
      • Using a Third-Party Application to Calculate Taxes
    • Setting Up Payment Terms and Other Payment Factors
      • Defining Payment Terms
      • Credit Card Processing
      • Credit Card Authorization and Verifications
      • Adding New Credit Card Types
      • Defining New Methods of Payment
      • Define a Mailing Address for Check Payment
      • Creating Payment Profiles
  • Setting Up Inventory Locations
  • Setting Up Super Users for Product Administration
    • Configuring Super Users
    • Unlocking Objects
  • Setting Up Integration for Order Management
    • Setting Up Order Types
      • Defining a New Order Type
      • Adding or Changing the Display Value of Order Types
    • Defining Order Statuses
    • Creating Product Selection Favorites
    • Creating Activity Plan Templates
    • Letting Users Create Quotes and Orders from Accounts and Contacts
    • Setting Up Availability to Promise
    • Customizing the Sales, Quote, and Order Processes
      • New or Modified Workflows
      • Configuration with Siebel Tools
    • Setting Up Asset-Based Ordering
      • Setting the Server Component Parameter
      • Making Changes to the Asset-Based Ordering Workflows
      • Activating the Workflows
      • Configuring Asset-Based Ordering
      • Setting the Default Value for Auto-Assets
    • Setting Up Order Cancellation for Non-English Implementations
  • Lists of Values to Update for Order Management
• 4 Integrating Order Management with Back-Office Applications
  • Integrating Order Management with Back-Office Applications
  • Integration Strategy for Order Management
  • Smart Part Numbers and Order Management Integration
  • About ASIs for Order Management
  • Setting Up Quote and Order ASIs
  • Process of Integrating Quotes and Orders with Back-Office Applications
    • Setting Up Web Services for Quote and Order ASIs
    • Activating Workflows for Integration of Quotes and Orders
  • ASI Workflows for Quotes and Orders
    • Get Order Status ASI
    • Submit Order ASI
    • Submit Quote ASI
• 5 Integrating Order to Cash and Distributed Order Orchestration
  • Integrating Order to Cash and Distributed Order Orchestration
  • Process of Integrating Order to Cash
    • Setting System Preferences for Order to Cash
    • Setting Up Integration Users for Order to Cash
    • Configuring Web Services for Order to Cash
      • Web Services Used by Order to Cash
      • Configuring Inbound Web Services
      • Configuring Outbound Web Services
    • Enabling Component Groups for Order to Cash
    • Configuring Workflow Policies for Order to Cash
      • Exposing the Default Tasks Parameter
      • Copying the Workflow Monitor Agent Component
    • Activating Workflows for Order to Cash
    • Setting Up Data Validation Rules for Order to Cash
  • Integrating Distributed Order Orchestration
  • Setting Up Data Validation Rules for Distributed Order Orchestration
• 6 Integrating Order Management with Third-Party Product Availability Applications
  • Integrating Order Management with Third-Party Product Availability Applications
  • About Third-Party Product Availability Applications
  • Process of Setting Up Third-Party Product Availability Applications
    • Checking Availability Fulfillment Methods
    • Setting the ATP Action Parameter in Quote and Order Business Components Properties
    • Verifying the External ATP Check Business Service User Properties
    • Configuring Web Services for Availability to Promise
      • Using the ATP ASI Testing Script
    • Preventing Rollup of Availability Summary Data
    • Extending the ASI for Availability to Promise
    • Extending Returned Data for Availability to Promise
    • Customizing UI Terms for Availability to Promise
    • Requiring User Registration for Availability to Promise
• 7 Integrating Order Management with Third-Party Credit-Check Applications
  • Integrating Order Management with Third-Party Credit-Check Applications
  • About Third-Party Purchase Order Credit Checking Applications
  • Process of Setting Up Purchase Order Credit Checking Applications
    • Verifying the External Credit Check ASI User Properties
    • Configuring Web Services for Purchase Order Credit Checking Applications
    • Activating the Workflows for Purchase Order Credit Checking Applications
    • Modifying User Properties for Purchase Order Credit Checking Integration
    • Turning Off Credit Checking
    • Customizing When Credit Checks Are Performed
    • Changing the Credit Auto-Approval Limit for Accounts
    • Skipping Credit Checks for an Account
    • Restricting Which Employees Can Administer Credit Checking
    • Extending the ASI for Credit Check Interface Request
• 8 Integrating Order Management with Third-Party Taxation Applications
  • Integrating Order Management with Third-Party Taxation Applications
  • About Third-Party Taxation Applications
    • Taxware Applications
  • Installing Taxware Applications on Windows
  • Setting Up Taxware Applications on Windows
  • Installing and Setting Up Taxware Applications on UNIX
  • Enabling Tax Calculation
    • Enabling Tax Calculation with the Sales/Use Tax System
    • Enabling Tax Calculation with WORLDTAX
  • Taxing Customizable Products
  • Taxware Integration with Siebel eSales
    • Tax Calculator Business Service
      • Integration Objects
      • Data Maps
    • Taxware Adapter Business Service
      • Audit File
      • Address Verification for Taxware
  • Customizing Taxware Integration
    • Passing Data from Other Fields in the Siebel Database
    • Passing Data from Fields Not in the Siebel Database
    • Calling the Tax Calculator Business Service from Other Places in Siebel eSales
    • Calling the Tax Calculator Business Service from Other Business Components
  • Handling Unicode Conversion Errors
    • Error Prevention During Codepage Conversion
    • Defining Required Fields in Codepage Conversion
    • Configuring Error Messages in Codepage Conversion
• 9 Integrating Order Management with Oracle ATG Web Commerce
  • Integrating Order Management with Oracle ATG Web Commerce
  • About Integrating Siebel Business Applications with Oracle ATG Web Commerce
    • Architecture of the Integration of Siebel Business Applications with Oracle ATG Web Commerce
    • About Siebel Commerce Object Aggregator
    • About Exporting Siebel Product Catalogs to Oracle ATG Web Commerce
  • Setup Tasks for Integrating Siebel Business Applications with Oracle ATG Web Commerce
    • Installing Siebel Commerce Object Aggregator
    • Enabling ATG Web Commerce Integration
    • Enabling Cascading Deletions of Web Content Export Job Details
    • Enabling the Export of Nested Catalog Hierarchies to Oracle ATG Web Commerce
    • Creating Separate Web Content Export Jobs for Each User
  • Process of Exporting Records to Oracle ATG Web Commerce
    • Creating a Web Content Export Job Detail for Siebel Products or Promotions
    • Creating a Web Content Export Job Detail for Siebel Catalogs
    • Creating a Web Content Export Job Detail for Siebel Price Lists
    • Submitting an Export Contents Job
    • Correcting Errors in an Export Contents Job
  • Maintaining Product Data for Integration with Oracle ATG Web Commerce
    • Removing a Product from a Catalog and Category
    • Removing a Catalog
    • Removing a Price List
    • Deleting Product Collateral
• 10 Integrating with Oracle Intelligent Advisor
  • Integrating with Oracle Intelligent Advisor
  • About Creating Product Advisors
  • Process of Setting Up Oracle Intelligent Advisor to Create Product Advisors
    • Integrating the Siebel Application with Oracle Intelligent Advisor
    • Creating the Oracle Policy Automation Rule Base
    • Verifying the Integration
  • Using Oracle Policy Automation Product Advisors
• 11 Distributed Order Orchestration
  • Distributed Order Orchestration
  • About Oracle Fusion Distributed Order Orchestration
  • Scenarios for Distributed Order Orchestration
    • Submitting and Tracking an Order
    • Revising an Order
    • Canceling an Order
    • Submitting a Return Merchandise Authorization Order
    • Checking Availability to Promise of a Product
  • Tasks for Using Distributed Order Orchestration
    • Tracking Orders with Distributed Order Orchestration
    • Revising Orders with Distributed Order Orchestration
    • Cancelling Orders with Distributed Order Orchestration
    • Using Return Merchandise Authorization Orders with Distributed Order Orchestration
      • Creating RMA Return Orders
      • Checking the Status of RMA Return Orders
    • Checking Availability to Promise with Distributed Order Orchestration
• 12 Creating and Managing Catalogs
  • Creating and Managing Catalogs
  • About Siebel Catalog
  • Roadmap for Creating Catalogs
  • Process of Setting Up Catalogs
    • Creating Catalogs
    • Assigning Access to Catalogs
    • Selecting Languages for Catalog Translation
  • Process of Setting Up Categories
    • Creating Categories
    • Adding Products to Catalogs
    • Adding Literature to Catalogs
    • Updating the Category Item Count
    • Removing the Category Item Count
    • Assigning Access to Categories
    • Selecting Languages for Category Translation
  • Building Catalog Hierarchies
  • Example Process of Creating Display Templates for Categories
    • Creating a Category Detail View
      • Adding the View to the Siebel eSales Catalog Screen
    • Creating Drilldown Objects for the View
    • Editing the Web Layout of the New Display Template
    • Adding the New Display Template and View to the Application
  • Process of Setting Up Attribute Search
    • Use of Attribute Search
    • Making Classes Searchable
    • Making Attributes Searchable
    • Removing the List Price Field from Attribute Search
  • About Dynamic Product Catalogs
  • About the Siebel Sales Catalog in Open UI
    • About Navigating the Catalog in Siebel Open UI
    • About Adding Products to the Shopping Cart in Siebel Open UI Catalog Browse View
    • About Viewing the Shopping Cart in Siebel Open UI Catalog Browse View
• 13 Setting Up Product Recommendations
  • Setting Up Product Recommendations
  • About Product Recommendations
  • Scenario for Product Recommendations
  • Creating Product Recommendations
  • Turning Off Product Recommendations
  • Guidelines for Implementing Product Recommendations
  • Product Recommendation Technical Reference
    • Product Recommendation Driver Workflow
    • Product Recommendation Get Recommended Products
    • Product UpSell CrossSell Service
    • ExecuteUpsell Business Service Method
    • ExecuteCrossSell Business Service Method
  • Configuring Recommendation and Scoring Logic
  • Unified Messaging Service and Product Recommendations
    • Customizing Message Response Logging for Product Recommendations
    • Customizing Duplicate Message Suppression for Product Recommendations
• 14 Creating a Quote or Sales Order
  • Creating a Quote or Sales Order
  • Process of Creating a Quote
    • Starting a Quote
    • Using Auto Quote from an Opportunity
    • Performing Common Tasks for Creating Quotes and Sales Orders
    • Verifying a Quote Manually
  • Process of Creating a Sales Order That Is Not Based on a Quote
    • Starting an Order
    • Performing Common Tasks for Creating Quotes and Sales Orders
    • Submitting an Order
  • Common Tasks for Creating Quotes and Sales Orders
    • Adding Line Items to a Quote or an Order
      • Adding Multiple Items at One Time
      • Adding Line Items One at a Time
      • Adding Line Items by Browsing the Catalog
      • Adding Line Items by Searching the Catalog
      • Adding Line Items by Using a Favorite
      • Adding Write-In Products
      • Adding a Package Line Item
      • Adding a Service Product to a Quote or Order
    • Working with Line Items of Quotes and Orders
      • Viewing the Price Waterfall
      • Deleting a Line Item
      • Canceling an Order Line Item
      • Customizing a Product
      • Changing Component Quantities
      • Selecting Product Attributes for Line Items
    • Selecting a Nondefault Price List
    • Viewing and Recalculating Prices
      • Factors That Impact Prices
      • When Prices Are Recalculated
      • When to Manually Recalculate Prices
    • Applying a Manual Discount
      • Entering a Manual Discount for an Individual Line Item
      • Spreading a Manual Discount Across Line Items
      • Using Discount Negotiations View
      • Example of Calculation of Discount Amounts
    • Adding Shipping Information
    • Calculating Shipping Charges
    • Calculating Taxes
    • Checking Availability to Promise (ATP)
      • Splitting Line Items To Accommodate Different Requested Dates
    • Entering Payment Information for Quotes or Orders
      • Payment Fields for Payment Methods
      • Approving a Payment
      • Changing the Status of a Payment
      • Checking Credit for a Purchase Order
      • Authorizing and Settling Credit Card Payments
      • Authorizing a Credit Card Payment Manually
      • Checking Payment History
      • Entering Refunds
  • Changing the Default Price List and Rate List
  • How End Users Work with Product Promotions
    • About Selecting Product Promotions from a Catalog
    • About Using Coupon Product Promotions
    • About Using Bundle Product Promotions
    • About Product Promotion Recommendations
    • Editing Bundle Product Promotions
  • Process of Enabling the Automatic Configuration of Customizable Products
    • System Preference for enabling automatic configuration of Customizable Products
    • Workflows to Activate for Automatic Configuration of Customizable Products
    • Headless Configuration Service
      • ApplyPromotionDefaults Method
      • Restore Document Method
      • Save Document Method
      • Headless Configuration Service User Properties
    • ISS Promotion Management Service
      • ISS Promotion Management Service User Properties
    • Adding a Promotion Line Item
      • Example: Adding a Promotion Line Item
      • Handling Attribute Defaults
      • Example: Handling Attribute Defaults
  • Configuring Multiple Customizable Products
    • New View: Configuring Multiple CPs
  • Changing Save All button behavior
  • Get Product Instance Information API
    • Using the GetProdInstInfo API for above use-cases
  • Invoking GetProdInstInfo for Telecommunications Use case
    • Define Variable Maps
    • Create Linked Items
    • Define constraints
    • Custom Business Service
    • Modify Workflows
• 15 Working with Quotes
  • Working with Quotes
  • About Quotes
  • Updating Opportunities from Quotes
  • Including Quote Items in a Forecast
  • Accessing An Existing Quote
  • Revising a Quote
  • Viewing Change History for Quote Line Items
    • Viewing the Change History for a Quote Line Item
  • Adding Line Item Fields to the Change History
  • Converting a Quote to an Order
  • Converting a Quote to an Agreement
  • Displaying Charts to Analyze Quotes
• 16 Working with Sales Orders
  • Working with Sales Orders
  • About Orders
  • Accessing an Existing Order
  • Submitting an Order
  • Associating an Activity Plan or Activity with an Order
  • Approving an Order
  • Checking the Status of Order Shipments
  • Viewing Shipping Details for Orders and Order Lines
  • Placing an Order on Hold
  • Canceling an Order
  • Revising an Order
  • Viewing Change History for Sales Order Line Items
• 17 Using Asset-Based Ordering
  • Using Asset-Based Ordering
  • About Asset-Based Ordering
  • Basic Concepts of Asset-Based Ordering
    • Customer Profile in Asset-Based Ordering
    • About Products and Assets
      • Service Products
      • Integration ID
    • About Quotes and Orders for Asset-Based Ordering
      • Active Quote
      • Active Order
      • Quote-to-Sales Order
    • Quote and Order Concepts in Asset-Based Ordering
      • Account and Contact Based Ordering
      • New Quotes and Orders
      • Multiple Open Orders
      • Modify Quotes and Modify Orders
      • Supplemental Order
      • Follow-On Order
      • Action Codes
      • Auto Asset Button
      • Ungrouping or Exploding Quote Line Items
  • Scenario for Asset-Based Ordering
  • Creating a Quote Using Asset-Based Ordering
  • Creating a Quote That Modifies an Asset
  • Ungrouping Quote or Order Line Items
  • Editing Quote Line Items Using Asset-Based Ordering
  • Converting Quotes to Orders Using Asset-Based Ordering
  • Editing Order Line Items Using Asset-Based Ordering
  • Submitting an Order Using Asset-Based Ordering
  • Revising a Submitted Order Using Asset-Based Ordering
  • Creating a Follow-On Order
  • Modifying the Service Profile
  • Deactivating an Installed Asset
  • Suspending and Resuming Service
• 18 Workflow and Method Reference for Order Management Interface
  • Workflow and Method Reference for Order Management Interface
  • Order Management Interface Workflow Reference
    • Account - New Order Workflow
    • Account - New Quote Workflow
    • Contact - New Order Workflow
    • Contact - New Quote Workflow
    • Goto_Quote Workflow
    • Goto_Order Workflow
    • Verify Header (Quote) Workflow
    • ISS Validation (Agreement) Workflow
    • ISS Validation (Order) Workflow
    • ISS Validation (Quote) Workflow
    • ISS Approval (Quote) Workflow
    • ISS Approval (Order) Workflow
    • ISS Approval (Agreement) Workflow
    • ISS Post Approval Workflow (Quote) Workflow
    • ISS Post Approval Workflow (Order) Workflow
    • ISS Post Approval Workflow (Agreement) Workflow
  • Order Management Interface Methods Reference
    • Validate Method
    • SetApprovalDecision Method
    • CreateNewApprovalTasks Method
    • GetApprovalStatus Method
    • RefreshBusinessComponent Method
• 19 Workflow Reference for Employee Asset-Based Ordering
  • Workflow Reference for Employee Asset-Based Ordering
  • About Workflows for Employee Asset-Based Ordering
  • Workflow to Ungroup Quote Line Items
    • SIS OM Ungroup Quote
  • Workflow to Ungroup Order Line Items
    • SIS OM Ungroup Order
  • Workflow to Edit Quote Line Items
    • SIS OM Edit Delta Quote Line Item
  • Workflow to Convert a Quote to an Order
    • SIS OM Quote To Order PMT Version
    • CUT Quote To Order PMT Enhancement
    • CUT Quote To Order PMT Enhancement - Sub-process
  • Workflow to Edit Order Line Items
    • SIS OM Edit Service Order Line Item
  • Workflow to Submit an Order
    • SIS OM Submit Order Process
  • Workflow to Apply an Order to the Service Profile
    • SIS OM Apply Completed Service Order Line Item to Service Profile
  • Workflows to Modify the Service Profile
    • SIS OM New Products & Services Process
    • SIS OM New Products & Services Process - VORD
  • Workflows to Redisplay the Service Profile
    • SIS OM Profile Process
    • SIS OM Profile Process - Order
  • Workflows that Allow Users to Modify a Service Item
    • SIS OM Modify Products & Services Process
    • SIS OM Active Quote Sub-Process
    • SIS OM Active Order Sub-Process
    • SIS OM Edit Complex Asset Workflow
  • Workflows to Disconnect a Service Item
    • SIS OM Disconnect Products & Services Process
    • SIS OM Disconnect Asset Sub-process
  • Workflows That Allow Users to Suspend or Resume Service Items
    • SIS OM Suspend / Resume Products & Services Process
    • SIS OM Suspend / Resume Asset Sub-process
  • Workflows for Contact-Based Asset-Based Ordering
  • Workflows for Quotes and Orders Assets Catalog Views
  • Workflows that Support the Automatic Configuration of Customizable Products
    • ISS Promotion Upgrade Process
    • Headless Configuration Web Service
    • SIS OM Get Future Asset Subprocess
    • SIS OM Sync Delta Subprocess
• 20 Product Data Service and Import Export API Reference
  • Product Data Service and Import Export API Reference
  • About the Product Data Service API
  • Product Data Services API Architecture
  • Product Data Services API Methods Reference
    • GetCatalogs Method
    • GetCatalogCategories Method
    • GetCategoryProducts Method
    • GetProductLineProducts Method
    • GetProductDetails Method
    • PublishCatalog Method
    • GetFavorites Method
    • GetFavoriteItems Method
    • GetRelatedProducts Method
    • GetRelatedPromotions Method
    • GetProductAttributeDomain Method
    • GetProductChildren Method
    • GetSearchOptions Method
    • GetSearchParameters Method
    • ExecuteSearch Method
    • AddFavoriteToQuote, AddFavoriteToOrder, AddFavoriteItemtoQuote, AddFavoriteItemtoOrder, SaveQuoteAsFavorite, and SaveOrderAsFavorite Methods
    • DeleteQuote Method
    • InsertQuote Method
    • UpdateQuote Method
    • DeleteQuoteItem Method
    • InsertQuoteItem Method
    • UpdateQuoteItem Method
    • DeleteOrder Method
    • InsertOrder Method
    • UpdateOrder Method
    • DeleteOrderItem Method
    • InsertOrderItem Method
    • UpdateOrderItem Method
    • GetActiveQuote Method
    • SetActiveQuote Method
    • GetActiveOrder Method
    • SetActiveOrder Method
  • PDS PublishCatalog Test Sample Workflow
  • ISS Authoring Import Export Business Service Reference
    • Modeling Data Before Using ISS Import Export Authoring Service
    • Methods of the ISS Import Export Authoring Service
    • ExportVOD Method
    • ExportFullVOD Method
    • ImportVOD Method
    • ADMValidate Method
    • ADMPreview Method
    • ADMExport Method
    • ADMImport Method
    • ReleaseSingleObject Method
    • ReleaseJwsObjects Method
    • Post_EIM_Upgrade Method
    • CleanupSingleObject Method